WallStSmart

Ideaya Biosciences Inc (IDYA)vsRegeneron Pharmaceuticals Inc (REGN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Regeneron Pharmaceuticals Inc generates 6458% more annual revenue ($14.34B vs $218.71M). REGN leads profitability with a 31.4% profit margin vs -52.0%. REGN earns a higher WallStSmart Score of 58/100 (C).

IDYA

Avoid

35

out of 100

Grade: F

Growth: 8.0Profit: 2.0Value: 5.0Quality: 9.0
Piotroski: 4/9Altman Z: 6.56

REGN

Buy

58

out of 100

Grade: C

Growth: 4.0Profit: 7.5Value: 7.3Quality: 7.3
Piotroski: 3/9Altman Z: 4.68
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for IDYA.

REGNSignificantly Overvalued (-165.8%)

Margin of Safety

-165.8%

Fair Value

$281.93

Current Price

$749.47

$467.54 premium

UndervaluedFair: $281.93Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

IDYA4 strengths · Avg: 9.5/10
Revenue GrowthGrowth
55.4%10/10

Revenue surging 55.4% year-over-year

Debt/EquityHealth
0.0510/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
6.5610/10

Safe zone — low bankruptcy risk

Price/BookValuation
2.7x8/10

Reasonable price relative to book value

REGN6 strengths · Avg: 8.8/10
Profit MarginProfitability
31.4%10/10

Keeps 31 of every $100 in revenue as profit

Altman Z-ScoreHealth
4.6810/10

Safe zone — low bankruptcy risk

Market CapQuality
$78.41B9/10

Large-cap with strong market position

P/E RatioValuation
17.9x8/10

Attractively priced relative to earnings

Price/BookValuation
2.5x8/10

Reasonable price relative to book value

Operating MarginProfitability
23.1%8/10

Strong operational efficiency at 23.1%

Areas to Watch

IDYA4 concerns · Avg: 2.3/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Return on EquityProfitability
-10.9%2/10

ROE of -10.9% — below average capital efficiency

Free Cash FlowQuality
$-90.83M2/10

Negative free cash flow — burning cash

Profit MarginProfitability
-52.0%1/10

Currently unprofitable

REGN4 concerns · Avg: 3.3/10
PEG RatioValuation
1.564/10

Expensive relative to growth rate

Revenue GrowthGrowth
2.5%4/10

2.5% revenue growth

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

EPS GrowthGrowth
-2.6%2/10

Earnings declined 2.6%

Comparative Analysis Report

WallStSmart Research

Bull Case : IDYA

The strongest argument for IDYA centers on Revenue Growth, Debt/Equity, Altman Z-Score. Revenue growth of 55.4% demonstrates continued momentum.

Bull Case : REGN

The strongest argument for REGN centers on Profit Margin, Altman Z-Score, Market Cap. Profitability is solid with margins at 31.4% and operating margin at 23.1%.

Bear Case : IDYA

The primary concerns for IDYA are EPS Growth, Return on Equity, Free Cash Flow.

Bear Case : REGN

The primary concerns for REGN are PEG Ratio, Revenue Growth, Piotroski F-Score.

Key Dynamics to Monitor

IDYA profiles as a hypergrowth stock while REGN is a value play — different risk/reward profiles.

REGN carries more volatility with a beta of 0.40 — expect wider price swings.

IDYA is growing revenue faster at 55.4% — sustainability is the question.

REGN generates stronger free cash flow (922M), providing more financial flexibility.

Bottom Line

REGN scores higher overall (58/100 vs 35/100), backed by strong 31.4% margins. Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Ideaya Biosciences Inc

HEALTHCARE · BIOTECHNOLOGY · USA

IDEAYA Biosciences, Inc., a synthetic precision medicine oncology company focused on lethality, is focused on the discovery and development of targeted therapies for selected patient populations using molecular diagnostics. The company is headquartered in South San Francisco, California.

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Regeneron Pharmaceuticals Inc

HEALTHCARE · BIOTECHNOLOGY · USA

Regeneron Pharmaceuticals, Inc. is an American biotechnology company headquartered in Westchester County, New York. Originally focused on neurotrophic factors and their regenerative capabilities, giving rise to its name, the company then branched out into the study of both cytokine and tyrosine kinase receptors.

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