Ideaya Biosciences Inc (IDYA)vsRevolution Medicines Inc (RVMD)
IDYA
Ideaya Biosciences Inc
$28.29
-3.18%
HEALTHCARE · Cap: $2.74B
RVMD
Revolution Medicines Inc
$155.69
+4.02%
HEALTHCARE · Cap: $32.71B
Smart Verdict
WallStSmart Research — data-driven comparison
Ideaya Biosciences Inc generates 30260% more annual revenue ($225.27M vs $742,000). RVMD leads profitability with a 0.0% profit margin vs -62.2%. IDYA earns a higher WallStSmart Score of 35/100 (F).
IDYA
Avoid35
out of 100
Grade: F
RVMD
Avoid24
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+78.0%
Fair Value
$145.17
Current Price
$28.29
$116.88 discount
Intrinsic value data unavailable for RVMD.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 55.4% year-over-year
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Conservative balance sheet, low leverage
Areas to Watch
0.0% earnings growth
ROE of -14.9% — below average capital efficiency
Negative free cash flow — burning cash
Currently unprofitable
0.0% earnings growth
0.0% margin — thin
Operating margin of 0.0%
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull 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 : RVMD
The strongest argument for RVMD centers on Debt/Equity.
Bear Case : IDYA
The primary concerns for IDYA are EPS Growth, Return on Equity, Free Cash Flow.
Bear Case : RVMD
The primary concerns for RVMD are EPS Growth, Profit Margin, Operating Margin.
Key Dynamics to Monitor
IDYA profiles as a hypergrowth stock while RVMD is a value play — different risk/reward profiles.
RVMD carries more volatility with a beta of 1.41 — expect wider price swings.
IDYA is growing revenue faster at 55.4% — sustainability is the question.
IDYA generates stronger free cash flow (-76M), providing more financial flexibility.
Bottom Line
IDYA scores higher overall (35/100 vs 24/100) and 55.4% revenue growth. Both earn "Avoid" 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.
Visit Website →Revolution Medicines Inc
HEALTHCARE · BIOTECHNOLOGY · USA
Revolution Medicines, Inc., a precision clinical-stage oncology company, is focused on developing therapies to inhibit borderline targets in RAS-addicted cancers. The company is headquartered in Redwood City, California.
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