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Side-by-side financial comparison of IDEAYA Biosciences, Inc. (IDYA) and IREN Ltd (IREN). Click either name above to swap in a different company.
IDEAYA Biosciences, Inc. is the larger business by last-quarter revenue ($207.8M vs $184.7M, roughly 1.1× IREN Ltd). IDEAYA Biosciences, Inc. runs the higher net margin — 57.4% vs -84.1%, a 141.5% gap on every dollar of revenue. IDEAYA Biosciences, Inc. produced more free cash flow last quarter ($142.2M vs $-468.0M).
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.
IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada.
IDYA vs IREN — Head-to-Head
Income Statement — Q3 FY2025 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $207.8M | $184.7M |
| Net Profit | $119.2M | $-155.4M |
| Gross Margin | — | 64.4% |
| Operating Margin | 52.2% | -63.0% |
| Net Margin | 57.4% | -84.1% |
| Revenue YoY | — | 59.0% |
| Net Profit YoY | 330.1% | -610.0% |
| EPS (diluted) | $1.33 | $-0.52 |
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 | — | $184.7M | ||
| Q3 25 | $207.8M | $240.3M | ||
| Q4 24 | — | $116.1M | ||
| Q3 24 | $0 | $52.8M | ||
| Q2 24 | $0 | — | ||
| Q1 24 | $0 | $54.3M | ||
| Q4 23 | — | $42.6M | ||
| Q3 22 | $29.7M | — |
| Q4 25 | — | $-155.4M | ||
| Q3 25 | $119.2M | $384.6M | ||
| Q4 24 | — | $-21.9M | ||
| Q3 24 | $-51.8M | $-51.7M | ||
| Q2 24 | $-52.8M | — | ||
| Q1 24 | $-39.6M | $8.6M | ||
| Q4 23 | — | $-5.2M | ||
| Q3 22 | $1.6M | — |
| Q4 25 | — | 64.4% | ||
| Q3 25 | — | 66.4% | ||
| Q4 24 | — | 72.2% | ||
| Q3 24 | — | 39.6% | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — | ||
| Q4 23 | — | — | ||
| Q3 22 | — | — |
| Q4 25 | — | -63.0% | ||
| Q3 25 | 52.2% | -31.8% | ||
| Q4 24 | — | 14.9% | ||
| Q3 24 | — | -89.2% | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 11.1% | ||
| Q4 23 | — | -5.2% | ||
| Q3 22 | 2.2% | — |
| Q4 25 | — | -84.1% | ||
| Q3 25 | 57.4% | 160.1% | ||
| Q4 24 | — | -18.8% | ||
| Q3 24 | — | -98.0% | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 15.9% | ||
| Q4 23 | — | -12.3% | ||
| Q3 22 | 5.4% | — |
| Q4 25 | — | $-0.52 | ||
| Q3 25 | $1.33 | $1.08 | ||
| Q4 24 | — | $-0.10 | ||
| Q3 24 | $-0.60 | $-0.27 | ||
| Q2 24 | $-0.68 | — | ||
| Q1 24 | $-0.53 | $0.00 | ||
| Q4 23 | — | $-0.00 | ||
| Q3 22 | $0.04 | — |
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 | $3.3B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.1B | $2.5B |
| Total Assets | $1.2B | $7.0B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $3.3B | ||
| Q3 25 | $786.9M | $1.0B | ||
| Q4 24 | — | $427.3M | ||
| Q3 24 | $920.0M | $98.6M | ||
| Q2 24 | $701.7M | — | ||
| Q1 24 | $698.8M | $259.7M | ||
| Q4 23 | — | $90.3M | ||
| Q3 22 | $386.2M | — |
| Q4 25 | — | $2.5B | ||
| Q3 25 | $1.1B | $2.9B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | $1.2B | $1.1B | ||
| Q2 24 | $931.7M | — | ||
| Q1 24 | $935.3M | $677.2M | ||
| Q4 23 | — | $381.8M | ||
| Q3 22 | $368.8M | — |
| Q4 25 | — | $7.0B | ||
| Q3 25 | $1.2B | $4.3B | ||
| Q4 24 | — | $1.9B | ||
| Q3 24 | $1.2B | $1.3B | ||
| Q2 24 | $973.7M | — | ||
| Q1 24 | $961.5M | $723.6M | ||
| Q4 23 | — | $417.2M | ||
| Q3 22 | $410.9M | — |
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 | $71.7M |
| Free Cash FlowOCF − Capex | $142.2M | $-468.0M |
| FCF MarginFCF / Revenue | 68.4% | -253.4% |
| Capex IntensityCapex / Revenue | 0.0% | 292.2% |
| Cash ConversionOCF / Net Profit | 1.19× | — |
| TTM Free Cash FlowTrailing 4 quarters | $13.5M | $-701.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $71.7M | ||
| Q3 25 | $142.2M | $142.4M | ||
| Q4 24 | — | $53.6M | ||
| Q3 24 | $-49.2M | $-3.9M | ||
| Q2 24 | $-32.9M | — | ||
| Q1 24 | $-43.8M | $-27.1M | ||
| Q4 23 | — | $17.4M | ||
| Q3 22 | $-24.2M | — |
| Q4 25 | — | $-468.0M | ||
| Q3 25 | $142.2M | $-38.0M | ||
| Q4 24 | — | $-85.5M | ||
| Q3 24 | $-49.7M | $-109.7M | ||
| Q2 24 | $-33.9M | — | ||
| Q1 24 | $-45.1M | $-108.3M | ||
| Q4 23 | — | — | ||
| Q3 22 | $-25.3M | — |
| Q4 25 | — | -253.4% | ||
| Q3 25 | 68.4% | -15.8% | ||
| Q4 24 | — | -73.6% | ||
| Q3 24 | — | -208.0% | ||
| Q2 24 | — | — | ||
| Q1 24 | — | -199.4% | ||
| Q4 23 | — | — | ||
| Q3 22 | -85.1% | — |
| Q4 25 | — | 292.2% | ||
| Q3 25 | 0.0% | 75.0% | ||
| Q4 24 | — | 119.7% | ||
| Q3 24 | — | 200.6% | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 149.5% | ||
| Q4 23 | — | — | ||
| Q3 22 | 3.7% | — |
| Q4 25 | — | — | ||
| Q3 25 | 1.19× | 0.37× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | -3.13× | ||
| Q4 23 | — | — | ||
| Q3 22 | -14.96× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
IDYA
Segment breakdown not available.
IREN
| Bitcoin Mining Revenue | $167.4M | 91% |
| AI Cloud Services | $17.3M | 9% |
