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 $3.6B against $3.2B — 1.1× the size. IDEAYA Biosciences, Inc. grew revenue faster over the last twelve months: 901.2% against −55.3%. IDEAYA Biosciences, Inc. has the higher net margin (−74.8% vs −393.2%) and the lower return on invested capital (−36.7% vs 0.00%). Across the 17 metrics below, IDEAYA Biosciences, Inc. leads on 15 and Arcus Biosciences, Inc. on 2.

Valuation

Metric IDYA RCUS Biotechnology median
P/E n/m n/m 7.88
P/S 14.47 26.65 11.47
P/B 2.83 6.72 2.52
Price to free cash flow n/m n/m 21.16
EV/EBITDA n/m n/m 0.74
EV/Sales 10.93 21.52 10.73
Earnings yield (5.22%) (15.77%) (28.84%)
Free cash flow yield (3.36%) (15.26%) (23.03%)

Profitability

Metric IDYA RCUS Biotechnology median
Gross margin 100.00% 100.00% 65.16%
Operating margin (92.66%) (415.38%) 0.00%
Net margin (74.75%) (393.16%) 0.00%
Free cash flow margin (48.64%) (405.13%) 0.00%
Return on equity (16.22%) (90.82%) (57.72%)
Return on assets (14.89%) (46.02%) (49.22%)
Return on invested capital (36.65%) 0.00% 0.00%

Growth

Metric IDYA RCUS Biotechnology median
Revenue growth (TTM) 901.18% (55.34%) 5.64%
EPS growth (last fiscal year) 61.90% (4.78%) —
Revenue growth, 5-year CAGR 62.11% 25.93% 8.40%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric IDYA RCUS Biotechnology median
Debt to equity 0.00 0.22 0.00
Current ratio 10.45 3.82 4.73
Net debt to EBITDA 3.88 2.27 0.96

Dividend

Metric IDYA RCUS Biotechnology median
Dividend yield — — 2.10%
Payout ratio 0.00 0.00 0.00

Size

Metric IDYA RCUS Biotechnology median
Market cap 3.55b 3.19b 162.10m

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