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Side-by-side financial comparison of BANCFIRST CORP (BANF) and IDEAYA Biosciences, Inc. (IDYA). Click either name above to swap in a different company.

IDEAYA Biosciences, Inc. is the larger business by last-quarter revenue ($207.8M vs $181.0M, roughly 1.1× BANCFIRST CORP). IDEAYA Biosciences, Inc. runs the higher net margin — 57.4% vs 32.9%, a 24.5% gap on every dollar of revenue. BANCFIRST CORP produced more free cash flow last quarter ($237.0M vs $142.2M).

BancFirst Corporation is an Oklahoma-based financial services holding company. The company operates three subsidiary banks, BancFirst, an Oklahoma state-chartered bank; and Pegasus Bank and Worthington Bank, both Texas state-chartered banks.

IDEAYA Biosciences, Inc. is a clinical-stage biotechnology company focused on oncology, developing targeted therapies and synthetic lethality treatments for patients with genetically defined cancers. It advances a pipeline of candidates across multiple tumor types, partnering with industry stakeholders to accelerate global access to innovative cancer care solutions.

BANF vs IDYA — Head-to-Head

Bigger by revenue
IDYA
IDYA
1.1× larger
IDYA
$207.8M
$181.0M
BANF
Higher net margin
IDYA
IDYA
24.5% more per $
IDYA
57.4%
32.9%
BANF
More free cash flow
BANF
BANF
$94.8M more FCF
BANF
$237.0M
$142.2M
IDYA

Income Statement — Q4 FY2025 vs Q3 FY2025

Metric
BANF
BANF
IDYA
IDYA
Revenue
$181.0M
$207.8M
Net Profit
$59.5M
$119.2M
Gross Margin
Operating Margin
41.6%
52.2%
Net Margin
32.9%
57.4%
Revenue YoY
11.1%
Net Profit YoY
5.3%
330.1%
EPS (diluted)
$1.75
$1.33

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
BANF
BANF
IDYA
IDYA
Q4 25
$181.0M
Q3 25
$175.5M
$207.8M
Q2 25
$169.3M
Q1 25
$164.8M
Q4 24
$162.9M
Q3 24
$163.7M
$0
Q2 24
$153.8M
$0
Q1 24
$151.0M
$0
Net Profit
BANF
BANF
IDYA
IDYA
Q4 25
$59.5M
Q3 25
$62.7M
$119.2M
Q2 25
$62.3M
Q1 25
$56.1M
Q4 24
$56.5M
Q3 24
$58.9M
$-51.8M
Q2 24
$50.6M
$-52.8M
Q1 24
$50.3M
$-39.6M
Operating Margin
BANF
BANF
IDYA
IDYA
Q4 25
41.6%
Q3 25
45.0%
52.2%
Q2 25
47.1%
Q1 25
43.1%
Q4 24
44.2%
Q3 24
45.2%
Q2 24
42.4%
Q1 24
42.5%
Net Margin
BANF
BANF
IDYA
IDYA
Q4 25
32.9%
Q3 25
35.7%
57.4%
Q2 25
36.8%
Q1 25
34.0%
Q4 24
34.7%
Q3 24
36.0%
Q2 24
32.9%
Q1 24
33.3%
EPS (diluted)
BANF
BANF
IDYA
IDYA
Q4 25
$1.75
Q3 25
$1.85
$1.33
Q2 25
$1.85
Q1 25
$1.66
Q4 24
$1.68
Q3 24
$1.75
$-0.60
Q2 24
$1.51
$-0.68
Q1 24
$1.50
$-0.53

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
BANF
BANF
IDYA
IDYA
Cash + ST InvestmentsLiquidity on hand
$786.9M
Total DebtLower is stronger
Stockholders' EquityBook value
$1.9B
$1.1B
Total Assets
$14.8B
$1.2B
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
BANF
BANF
IDYA
IDYA
Q4 25
Q3 25
$786.9M
Q2 25
Q1 25
Q4 24
Q3 24
$920.0M
Q2 24
$701.7M
Q1 24
$698.8M
Stockholders' Equity
BANF
BANF
IDYA
IDYA
Q4 25
$1.9B
Q3 25
$1.8B
$1.1B
Q2 25
$1.7B
Q1 25
$1.7B
Q4 24
$1.6B
Q3 24
$1.6B
$1.2B
Q2 24
$1.5B
$931.7M
Q1 24
$1.5B
$935.3M
Total Assets
BANF
BANF
IDYA
IDYA
Q4 25
$14.8B
Q3 25
$14.2B
$1.2B
Q2 25
$14.0B
Q1 25
$14.0B
Q4 24
$13.6B
Q3 24
$13.3B
$1.2B
Q2 24
$12.7B
$973.7M
Q1 24
$12.6B
$961.5M

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
BANF
BANF
IDYA
IDYA
Operating Cash FlowLast quarter
$285.3M
$142.2M
Free Cash FlowOCF − Capex
$237.0M
$142.2M
FCF MarginFCF / Revenue
130.9%
68.4%
Capex IntensityCapex / Revenue
26.7%
0.0%
Cash ConversionOCF / Net Profit
4.79×
1.19×
TTM Free Cash FlowTrailing 4 quarters
$430.7M
$13.5M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
BANF
BANF
IDYA
IDYA
Q4 25
$285.3M
Q3 25
$75.4M
$142.2M
Q2 25
$78.1M
Q1 25
$77.0M
Q4 24
$261.2M
Q3 24
$77.6M
$-49.2M
Q2 24
$100.2M
$-32.9M
Q1 24
$66.3M
$-43.8M
Free Cash Flow
BANF
BANF
IDYA
IDYA
Q4 25
$237.0M
Q3 25
$63.7M
$142.2M
Q2 25
$64.4M
Q1 25
$65.6M
Q4 24
$224.5M
Q3 24
$72.4M
$-49.7M
Q2 24
$94.1M
$-33.9M
Q1 24
$56.1M
$-45.1M
FCF Margin
BANF
BANF
IDYA
IDYA
Q4 25
130.9%
Q3 25
36.3%
68.4%
Q2 25
38.0%
Q1 25
39.8%
Q4 24
137.8%
Q3 24
44.2%
Q2 24
61.2%
Q1 24
37.1%
Capex Intensity
BANF
BANF
IDYA
IDYA
Q4 25
26.7%
Q3 25
6.7%
0.0%
Q2 25
8.1%
Q1 25
6.9%
Q4 24
22.5%
Q3 24
3.2%
Q2 24
3.9%
Q1 24
6.8%
Cash Conversion
BANF
BANF
IDYA
IDYA
Q4 25
4.79×
Q3 25
1.20×
1.19×
Q2 25
1.25×
Q1 25
1.37×
Q4 24
4.62×
Q3 24
1.32×
Q2 24
1.98×
Q1 24
1.32×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

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