IDEAYA Biosciences, Inc. (IDYA) vs Arcus Biosciences, Inc. (RCUS)

IDEAYA Biosciences, Inc. and Arcus Biosciences, Inc. are both Biotechnology companies. IDEAYA Biosciences, Inc. is the larger, with a market value of $3.0B against $2.5B — 1.2× the size. Arcus Biosciences, Inc. grew revenue faster over the last twelve months: −58.3% against −83.6%. Arcus Biosciences, Inc. has the higher net margin (−453.0% vs −1,149.6%) and the higher return on invested capital (0.00% vs −114.2%). Across the 17 metrics below, IDEAYA Biosciences, Inc. leads on 9 and Arcus Biosciences, Inc. on 8.

Valuation

Metric IDYA RCUS Biotechnology median
P/E n/m n/m 10.26
P/S 86.70 22.77 9.18
P/B 2.90 6.36 2.05
Price to free cash flow n/m n/m 24.81
EV/EBITDA n/m n/m 0.65
EV/Sales 63.75 17.49 8.98
Earnings yield (14.60%) (20.31%) (34.89%)
Free cash flow yield (11.04%) (20.51%) (24.52%)

Profitability

Metric IDYA RCUS Biotechnology median
Gross margin 100.00% 100.00% 65.16%
Operating margin (1,267.38%) (475.00%) 0.00%
Net margin (1,149.62%) (453.00%) 0.00%
Free cash flow margin (957.43%) (465.00%) 0.00%
Return on equity (38.46%) (114.11%) (50.12%)
Return on assets (34.98%) (50.56%) (45.60%)
Return on invested capital (114.15%) 0.00% 0.00%

Growth

Metric IDYA RCUS Biotechnology median
Revenue growth (TTM) (83.64%) (58.33%) 6.26%
EPS growth (last fiscal year) 61.90% (4.78%) 29.88%
Revenue growth, 5-year CAGR 62.11% 25.93% 9.75%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric IDYA RCUS Biotechnology median
Debt to equity 0.00 0.28 0.00
Current ratio 9.04 3.34 4.89
Net debt to EBITDA 3.88 2.27 1.01

Dividend

Metric IDYA RCUS Biotechnology median
Dividend yield — — 0.41%
Payout ratio — — —

Size

Metric IDYA RCUS Biotechnology median
Market cap 2.96b 2.51b 172.11m

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