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Side-by-side financial comparison of Duolingo, Inc. (DUOL) and IDEAYA Biosciences, Inc. (IDYA). Click either name above to swap in a different company.
Duolingo, Inc. is the larger business by last-quarter revenue ($282.9M vs $207.8M, roughly 1.4× IDEAYA Biosciences, Inc.). IDEAYA Biosciences, Inc. runs the higher net margin — 57.4% vs 14.8%, a 42.5% gap on every dollar of revenue. IDEAYA Biosciences, Inc. produced more free cash flow last quarter ($142.2M vs $96.6M).
Duolingo, Inc. is a leading global edtech firm operating a gamified language learning platform. It offers free and premium self-paced courses for over 40 languages, plus language certification, math learning tools, and literacy programs, serving individual learners, schools and corporate clients worldwide.
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.
DUOL vs IDYA — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $282.9M | $207.8M |
| Net Profit | $42.0M | $119.2M |
| Gross Margin | 72.8% | — |
| Operating Margin | 15.4% | 52.2% |
| Net Margin | 14.8% | 57.4% |
| Revenue YoY | 35.0% | — |
| Net Profit YoY | 201.7% | 330.1% |
| EPS (diluted) | $0.99 | $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.
| Q4 25 | $282.9M | — | ||
| Q3 25 | $271.7M | $207.8M | ||
| Q2 25 | $252.3M | — | ||
| Q1 25 | $230.7M | — | ||
| Q4 24 | $209.6M | — | ||
| Q3 24 | $192.6M | $0 | ||
| Q2 24 | $178.3M | $0 | ||
| Q1 24 | $167.6M | $0 |
| Q4 25 | $42.0M | — | ||
| Q3 25 | $292.2M | $119.2M | ||
| Q2 25 | $44.8M | — | ||
| Q1 25 | $35.1M | — | ||
| Q4 24 | $13.9M | — | ||
| Q3 24 | $23.4M | $-51.8M | ||
| Q2 24 | $24.4M | $-52.8M | ||
| Q1 24 | $27.0M | $-39.6M |
| Q4 25 | 72.8% | — | ||
| Q3 25 | 72.5% | — | ||
| Q2 25 | 72.4% | — | ||
| Q1 25 | 71.1% | — | ||
| Q4 24 | 71.9% | — | ||
| Q3 24 | 72.9% | — | ||
| Q2 24 | 73.4% | — | ||
| Q1 24 | 73.0% | — |
| Q4 25 | 15.4% | — | ||
| Q3 25 | 12.9% | 52.2% | ||
| Q2 25 | 13.2% | — | ||
| Q1 25 | 10.2% | — | ||
| Q4 24 | 6.6% | — | ||
| Q3 24 | 7.0% | — | ||
| Q2 24 | 10.5% | — | ||
| Q1 24 | 9.8% | — |
| Q4 25 | 14.8% | — | ||
| Q3 25 | 107.5% | 57.4% | ||
| Q2 25 | 17.8% | — | ||
| Q1 25 | 15.2% | — | ||
| Q4 24 | 6.6% | — | ||
| Q3 24 | 12.1% | — | ||
| Q2 24 | 13.7% | — | ||
| Q1 24 | 16.1% | — |
| Q4 25 | $0.99 | — | ||
| Q3 25 | $5.95 | $1.33 | ||
| Q2 25 | $0.91 | — | ||
| Q1 25 | $0.72 | — | ||
| Q4 24 | $0.31 | — | ||
| Q3 24 | $0.49 | $-0.60 | ||
| Q2 24 | $0.51 | $-0.68 | ||
| Q1 24 | $0.57 | $-0.53 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.0B | $786.9M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.3B | $1.1B |
| Total Assets | $2.0B | $1.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.0B | — | ||
| Q3 25 | $1.0B | $786.9M | ||
| Q2 25 | $976.2M | — | ||
| Q1 25 | $884.0M | — | ||
| Q4 24 | $785.8M | — | ||
| Q3 24 | $854.4M | $920.0M | ||
| Q2 24 | $888.2M | $701.7M | ||
| Q1 24 | $829.7M | $698.8M |
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.3B | $1.1B | ||
| Q2 25 | $977.0M | — | ||
| Q1 25 | $893.8M | — | ||
| Q4 24 | $824.5M | — | ||
| Q3 24 | $822.5M | $1.2B | ||
| Q2 24 | $766.9M | $931.7M | ||
| Q1 24 | $711.1M | $935.3M |
| Q4 25 | $2.0B | — | ||
| Q3 25 | $1.9B | $1.2B | ||
| Q2 25 | $1.5B | — | ||
| Q1 25 | $1.4B | — | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | $1.2B | $1.2B | ||
| Q2 24 | $1.1B | $973.7M | ||
| Q1 24 | $1.1B | $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 | | |
|---|---|---|
| Operating Cash FlowLast quarter | $107.3M | $142.2M |
| Free Cash FlowOCF − Capex | $96.6M | $142.2M |
| FCF MarginFCF / Revenue | 34.1% | 68.4% |
| Capex IntensityCapex / Revenue | 3.8% | 0.0% |
| Cash ConversionOCF / Net Profit | 2.56× | 1.19× |
| TTM Free Cash FlowTrailing 4 quarters | $369.7M | $13.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $107.3M | — | ||
| Q3 25 | $84.2M | $142.2M | ||
| Q2 25 | $90.7M | — | ||
| Q1 25 | $105.6M | — | ||
| Q4 24 | $83.3M | — | ||
| Q3 24 | $56.3M | $-49.2M | ||
| Q2 24 | $62.4M | $-32.9M | ||
| Q1 24 | $83.5M | $-43.8M |
| Q4 25 | $96.6M | — | ||
| Q3 25 | $79.4M | $142.2M | ||
| Q2 25 | $89.5M | — | ||
| Q1 25 | $104.3M | — | ||
| Q4 24 | $81.4M | — | ||
| Q3 24 | $53.1M | $-49.7M | ||
| Q2 24 | $56.8M | $-33.9M | ||
| Q1 24 | $82.1M | $-45.1M |
| Q4 25 | 34.1% | — | ||
| Q3 25 | 29.2% | 68.4% | ||
| Q2 25 | 35.5% | — | ||
| Q1 25 | 45.2% | — | ||
| Q4 24 | 38.8% | — | ||
| Q3 24 | 27.6% | — | ||
| Q2 24 | 31.9% | — | ||
| Q1 24 | 49.0% | — |
| Q4 25 | 3.8% | — | ||
| Q3 25 | 1.8% | 0.0% | ||
| Q2 25 | 0.5% | — | ||
| Q1 25 | 0.6% | — | ||
| Q4 24 | 0.9% | — | ||
| Q3 24 | 1.7% | — | ||
| Q2 24 | 3.1% | — | ||
| Q1 24 | 0.8% | — |
| Q4 25 | 2.56× | — | ||
| Q3 25 | 0.29× | 1.19× | ||
| Q2 25 | 2.02× | — | ||
| Q1 25 | 3.01× | — | ||
| Q4 24 | 5.99× | — | ||
| Q3 24 | 2.41× | — | ||
| Q2 24 | 2.56× | — | ||
| Q1 24 | 3.10× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DUOL
| License And Service | $242.3M | 86% |
| Advertising | $20.2M | 7% |
| English Test | $10.3M | 4% |
| Other | $10.1M | 4% |
IDYA
Segment breakdown not available.
