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Side-by-side financial comparison of GREENLIGHT CAPITAL RE, LTD. (GLRE) and IDEAYA Biosciences, Inc. (IDYA). Click either name above to swap in a different company.

GREENLIGHT CAPITAL RE, LTD. is the larger business by last-quarter revenue ($210.3M vs $207.8M, roughly 1.0× IDEAYA Biosciences, Inc.). IDEAYA Biosciences, Inc. runs the higher net margin — 57.4% vs 23.4%, a 33.9% gap on every dollar of revenue.

Greenlight Capital is an American hedge fund founded in 1996 by David Einhorn. Greenlight invests primarily in publicly traded North American corporate debt offerings and equities. Greenlight is most notable for its short selling of Lehman stock prior to Lehman Brothers' collapse in 2008 and the $11 million fine they received in January 2012 for insider trading in the UK. Einhorn remains the fund's manager.

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.

GLRE vs IDYA — Head-to-Head

Bigger by revenue
GLRE
GLRE
1.0× larger
GLRE
$210.3M
$207.8M
IDYA
Higher net margin
IDYA
IDYA
33.9% more per $
IDYA
57.4%
23.4%
GLRE

Income Statement — Q4 FY2025 vs Q3 FY2025

Metric
GLRE
GLRE
IDYA
IDYA
Revenue
$210.3M
$207.8M
Net Profit
$49.3M
$119.2M
Gross Margin
Operating Margin
52.2%
Net Margin
23.4%
57.4%
Revenue YoY
48.3%
Net Profit YoY
279.7%
330.1%
EPS (diluted)
$1.43
$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
GLRE
GLRE
IDYA
IDYA
Q4 25
$210.3M
Q3 25
$146.1M
$207.8M
Q2 25
$160.1M
Q1 25
$213.3M
Q4 24
$141.8M
Q3 24
$188.0M
$0
Q2 24
$174.9M
$0
Q1 24
$191.3M
$0
Net Profit
GLRE
GLRE
IDYA
IDYA
Q4 25
$49.3M
Q3 25
$-4.4M
$119.2M
Q2 25
$329.0K
Q1 25
$29.6M
Q4 24
$-27.4M
Q3 24
$35.2M
$-51.8M
Q2 24
$8.0M
$-52.8M
Q1 24
$27.0M
$-39.6M
Operating Margin
GLRE
GLRE
IDYA
IDYA
Q4 25
Q3 25
52.2%
Q2 25
Q1 25
Q4 24
Q3 24
Q2 24
Q1 24
Net Margin
GLRE
GLRE
IDYA
IDYA
Q4 25
23.4%
Q3 25
-3.0%
57.4%
Q2 25
0.2%
Q1 25
13.9%
Q4 24
-19.3%
Q3 24
18.7%
Q2 24
4.6%
Q1 24
14.1%
EPS (diluted)
GLRE
GLRE
IDYA
IDYA
Q4 25
$1.43
Q3 25
$-0.13
$1.33
Q2 25
$0.01
Q1 25
$0.86
Q4 24
$-0.78
Q3 24
$1.01
$-0.60
Q2 24
$0.23
$-0.68
Q1 24
$0.78
$-0.53

Balance Sheet & Financial Strength

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

Metric
GLRE
GLRE
IDYA
IDYA
Cash + ST InvestmentsLiquidity on hand
$111.8M
$786.9M
Total DebtLower is stronger
$4.7M
Stockholders' EquityBook value
$708.0M
$1.1B
Total Assets
$2.2B
$1.2B
Debt / EquityLower = less leverage
0.01×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
GLRE
GLRE
IDYA
IDYA
Q4 25
$111.8M
Q3 25
$68.8M
$786.9M
Q2 25
$82.4M
Q1 25
$47.5M
Q4 24
$64.7M
Q3 24
$54.6M
$920.0M
Q2 24
$52.2M
$701.7M
Q1 24
$61.6M
$698.8M
Total Debt
GLRE
GLRE
IDYA
IDYA
Q4 25
$4.7M
Q3 25
$34.7M
Q2 25
$58.9M
Q1 25
$59.8M
Q4 24
$60.7M
Q3 24
$62.6M
Q2 24
$61.6M
Q1 24
$72.5M
Stockholders' Equity
GLRE
GLRE
IDYA
IDYA
Q4 25
$708.0M
Q3 25
$658.9M
$1.1B
Q2 25
$663.3M
Q1 25
$666.8M
Q4 24
$635.9M
Q3 24
$663.4M
$1.2B
Q2 24
$634.0M
$931.7M
Q1 24
$624.5M
$935.3M
Total Assets
GLRE
GLRE
IDYA
IDYA
Q4 25
$2.2B
Q3 25
$2.1B
$1.2B
Q2 25
$2.2B
Q1 25
$2.2B
Q4 24
$2.0B
Q3 24
$2.0B
$1.2B
Q2 24
$1.9B
$973.7M
Q1 24
$1.9B
$961.5M
Debt / Equity
GLRE
GLRE
IDYA
IDYA
Q4 25
0.01×
Q3 25
0.05×
Q2 25
0.09×
Q1 25
0.09×
Q4 24
0.10×
Q3 24
0.09×
Q2 24
0.10×
Q1 24
0.12×

Cash Flow & Capital Efficiency

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

Metric
GLRE
GLRE
IDYA
IDYA
Operating Cash FlowLast quarter
$100.2M
$142.2M
Free Cash FlowOCF − Capex
$142.2M
FCF MarginFCF / Revenue
68.4%
Capex IntensityCapex / Revenue
0.0%
Cash ConversionOCF / Net Profit
2.03×
1.19×
TTM Free Cash FlowTrailing 4 quarters
$13.5M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
GLRE
GLRE
IDYA
IDYA
Q4 25
$100.2M
Q3 25
$31.2M
$142.2M
Q2 25
$68.4M
Q1 25
$10.4M
Q4 24
$29.5M
Q3 24
$41.3M
$-49.2M
Q2 24
$22.7M
$-32.9M
Q1 24
$18.0M
$-43.8M
Free Cash Flow
GLRE
GLRE
IDYA
IDYA
Q4 25
Q3 25
$142.2M
Q2 25
Q1 25
Q4 24
Q3 24
$-49.7M
Q2 24
$-33.9M
Q1 24
$-45.1M
FCF Margin
GLRE
GLRE
IDYA
IDYA
Q4 25
Q3 25
68.4%
Q2 25
Q1 25
Q4 24
Q3 24
Q2 24
Q1 24
Capex Intensity
GLRE
GLRE
IDYA
IDYA
Q4 25
Q3 25
0.0%
Q2 25
Q1 25
Q4 24
Q3 24
Q2 24
Q1 24
Cash Conversion
GLRE
GLRE
IDYA
IDYA
Q4 25
2.03×
Q3 25
1.19×
Q2 25
208.02×
Q1 25
0.35×
Q4 24
Q3 24
1.17×
Q2 24
2.85×
Q1 24
0.66×

Financial Flow Comparison

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

Revenue Breakdown by Segment

GLRE
GLRE

Other$124.7M59%
Innovations$85.6M41%

IDYA
IDYA

Segment breakdown not available.

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