IDEAYA Biosciences, Inc. (IDYA) vs Tarsus Pharmaceuticals, Inc. (TARS)

IDEAYA Biosciences, Inc. and Tarsus Pharmaceuticals, Inc. are both Biotechnology companies. IDEAYA Biosciences, Inc. and Tarsus Pharmaceuticals, Inc. are of similar size ($3.6B and $3.6B). IDEAYA Biosciences, Inc. grew revenue faster over the last twelve months: 901.2% against 105.2%. Tarsus Pharmaceuticals, Inc. has the higher net margin (−7.67% vs −74.8%) and the higher return on invested capital (0.00% vs −36.7%). Across the 17 metrics below, Tarsus Pharmaceuticals, Inc. leads on 10 and IDEAYA Biosciences, Inc. on 7.

Valuation

Metric IDYA TARS Biotechnology median
P/E n/m n/m 7.88
P/S 14.47 5.42 11.47
P/B 2.83 9.47 2.52
Price to free cash flow n/m 69.88 21.16
EV/EBITDA n/m n/m 0.74
EV/Sales 10.93 4.80 10.73
Earnings yield (5.22%) (1.44%) (28.84%)
Free cash flow yield (3.36%) 1.43% (23.03%)

Profitability

Metric IDYA TARS Biotechnology median
Gross margin 100.00% 93.28% 65.16%
Operating margin (92.66%) (8.00%) 0.00%
Net margin (74.75%) (7.67%) 0.00%
Free cash flow margin (48.64%) 9.24% 0.00%
Return on equity (16.22%) (13.68%) (57.72%)
Return on assets (14.89%) (8.40%) (49.22%)
Return on invested capital (36.65%) 0.00% 0.00%

Growth

Metric IDYA TARS Biotechnology median
Revenue growth (TTM) 901.18% 105.17% 5.64%
EPS growth (last fiscal year) 61.90% 48.21% —
Revenue growth, 5-year CAGR 62.11% — 8.40%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric IDYA TARS Biotechnology median
Debt to equity 0.00 0.21 0.00
Current ratio 10.45 3.20 4.73
Net debt to EBITDA 3.88 4.66 0.96

Dividend

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

Size

Metric IDYA TARS Biotechnology median
Market cap 3.55b 3.55b 162.10m

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