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Side-by-side financial comparison of IDEAYA Biosciences, Inc. (IDYA) and INSTEEL INDUSTRIES INC (IIIN). Click either name above to swap in a different company.
IDEAYA Biosciences, Inc. is the larger business by last-quarter revenue ($207.8M vs $159.9M, roughly 1.3× INSTEEL INDUSTRIES INC). IDEAYA Biosciences, Inc. runs the higher net margin — 57.4% vs 4.7%, a 52.6% gap on every dollar of revenue. IDEAYA Biosciences, Inc. produced more free cash flow last quarter ($142.2M vs $-2.2M).
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.
Insteel Industries Inc is a leading U.S. manufacturer of steel reinforcing products including welded wire reinforcement and steel fibers. It primarily serves non-residential construction, infrastructure, and precast concrete segments across North America, delivering high-performance reinforcement solutions for various construction projects.
IDYA vs IIIN — Head-to-Head
Income Statement — Q3 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $207.8M | $159.9M |
| Net Profit | $119.2M | $7.6M |
| Gross Margin | — | 11.3% |
| Operating Margin | 52.2% | 6.0% |
| Net Margin | 57.4% | 4.7% |
| Revenue YoY | — | 23.3% |
| Net Profit YoY | 330.1% | 602.4% |
| EPS (diluted) | $1.33 | $0.39 |
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 | — | $159.9M | ||
| Q3 25 | $207.8M | $177.4M | ||
| Q2 25 | — | $179.9M | ||
| Q1 25 | — | $160.7M | ||
| Q4 24 | — | $129.7M | ||
| Q3 24 | $0 | $134.3M | ||
| Q2 24 | $0 | $145.8M | ||
| Q1 24 | $0 | $127.4M |
| Q4 25 | — | $7.6M | ||
| Q3 25 | $119.2M | $14.6M | ||
| Q2 25 | — | $15.2M | ||
| Q1 25 | — | $10.2M | ||
| Q4 24 | — | $1.1M | ||
| Q3 24 | $-51.8M | $4.7M | ||
| Q2 24 | $-52.8M | $6.6M | ||
| Q1 24 | $-39.6M | $6.9M |
| Q4 25 | — | 11.3% | ||
| Q3 25 | — | 16.1% | ||
| Q2 25 | — | 17.1% | ||
| Q1 25 | — | 15.3% | ||
| Q4 24 | — | 7.3% | ||
| Q3 24 | — | 9.1% | ||
| Q2 24 | — | 10.6% | ||
| Q1 24 | — | 12.3% |
| Q4 25 | — | 6.0% | ||
| Q3 25 | 52.2% | 10.8% | ||
| Q2 25 | — | 11.0% | ||
| Q1 25 | — | 8.3% | ||
| Q4 24 | — | 1.1% | ||
| Q3 24 | — | 4.5% | ||
| Q2 24 | — | 6.0% | ||
| Q1 24 | — | 7.0% |
| Q4 25 | — | 4.7% | ||
| Q3 25 | 57.4% | 8.2% | ||
| Q2 25 | — | 8.4% | ||
| Q1 25 | — | 6.4% | ||
| Q4 24 | — | 0.8% | ||
| Q3 24 | — | 3.5% | ||
| Q2 24 | — | 4.5% | ||
| Q1 24 | — | 5.4% |
| Q4 25 | — | $0.39 | ||
| Q3 25 | $1.33 | $0.74 | ||
| Q2 25 | — | $0.78 | ||
| Q1 25 | — | $0.52 | ||
| Q4 24 | — | $0.06 | ||
| Q3 24 | $-0.60 | $0.24 | ||
| Q2 24 | $-0.68 | $0.34 | ||
| Q1 24 | $-0.53 | $0.35 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $786.9M | $15.6M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.1B | $358.8M |
| Total Assets | $1.2B | $456.1M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $15.6M | ||
| Q3 25 | $786.9M | $38.6M | ||
| Q2 25 | — | $53.7M | ||
| Q1 25 | — | $28.4M | ||
| Q4 24 | — | $36.0M | ||
| Q3 24 | $920.0M | $111.5M | ||
| Q2 24 | $701.7M | $97.7M | ||
| Q1 24 | $698.8M | $83.9M |
| Q4 25 | — | $358.8M | ||
| Q3 25 | $1.1B | $371.5M | ||
| Q2 25 | — | $356.2M | ||
| Q1 25 | — | $341.4M | ||
| Q4 24 | — | $331.6M | ||
| Q3 24 | $1.2B | $350.9M | ||
| Q2 24 | $931.7M | $346.0M | ||
| Q1 24 | $935.3M | $340.6M |
| Q4 25 | — | $456.1M | ||
| Q3 25 | $1.2B | $462.6M | ||
| Q2 25 | — | $471.9M | ||
| Q1 25 | — | $421.9M | ||
| Q4 24 | — | $404.7M | ||
| Q3 24 | $1.2B | $422.6M | ||
| Q2 24 | $973.7M | $414.6M | ||
| Q1 24 | $961.5M | $397.2M |
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 | $142.2M | $-701.0K |
| Free Cash FlowOCF − Capex | $142.2M | $-2.2M |
| FCF MarginFCF / Revenue | 68.4% | -1.4% |
| Capex IntensityCapex / Revenue | 0.0% | 0.9% |
| Cash ConversionOCF / Net Profit | 1.19× | -0.09× |
| TTM Free Cash FlowTrailing 4 quarters | $13.5M | $439.0K |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $-701.0K | ||
| Q3 25 | $142.2M | $-17.0M | ||
| Q2 25 | — | $28.5M | ||
| Q1 25 | — | $-3.3M | ||
| Q4 24 | — | $19.0M | ||
| Q3 24 | $-49.2M | $16.2M | ||
| Q2 24 | $-32.9M | $18.8M | ||
| Q1 24 | $-43.8M | $1.4M |
| Q4 25 | — | $-2.2M | ||
| Q3 25 | $142.2M | $-18.7M | ||
| Q2 25 | — | $26.9M | ||
| Q1 25 | — | $-5.5M | ||
| Q4 24 | — | $16.3M | ||
| Q3 24 | $-49.7M | $14.5M | ||
| Q2 24 | $-33.9M | $15.5M | ||
| Q1 24 | $-45.1M | $-580.0K |
| Q4 25 | — | -1.4% | ||
| Q3 25 | 68.4% | -10.6% | ||
| Q2 25 | — | 15.0% | ||
| Q1 25 | — | -3.5% | ||
| Q4 24 | — | 12.6% | ||
| Q3 24 | — | 10.8% | ||
| Q2 24 | — | 10.7% | ||
| Q1 24 | — | -0.5% |
| Q4 25 | — | 0.9% | ||
| Q3 25 | 0.0% | 1.0% | ||
| Q2 25 | — | 0.9% | ||
| Q1 25 | — | 1.4% | ||
| Q4 24 | — | 2.1% | ||
| Q3 24 | — | 1.3% | ||
| Q2 24 | — | 2.2% | ||
| Q1 24 | — | 1.5% |
| Q4 25 | — | -0.09× | ||
| Q3 25 | 1.19× | -1.17× | ||
| Q2 25 | — | 1.88× | ||
| Q1 25 | — | -0.32× | ||
| Q4 24 | — | 17.56× | ||
| Q3 24 | — | 3.48× | ||
| Q2 24 | — | 2.86× | ||
| Q1 24 | — | 0.20× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
IDYA
Segment breakdown not available.
IIIN
| Welded Wire Reinforcement | $108.4M | 68% |
| PC Strand | $51.6M | 32% |
