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Side-by-side financial comparison of IDEAYA Biosciences, Inc. (IDYA) and MGIC INVESTMENT CORP (MTG). Click either name above to swap in a different company.
MGIC INVESTMENT CORP is the larger business by last-quarter revenue ($297.1M vs $207.8M, roughly 1.4× IDEAYA Biosciences, Inc.). IDEAYA Biosciences, Inc. runs the higher net margin — 57.4% vs 55.6%, a 1.7% gap on every dollar of revenue.
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.
MGIC Investment Corporation NYSE: MTG ("MGIC") is a provider of private mortgage insurance in the United States. The company is headquartered in Milwaukee, Wisconsin.
IDYA vs MTG — Head-to-Head
Income Statement — Q3 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $207.8M | $297.1M |
| Net Profit | $119.2M | $165.3M |
| Gross Margin | — | — |
| Operating Margin | 52.2% | — |
| Net Margin | 57.4% | 55.6% |
| Revenue YoY | — | -3.0% |
| Net Profit YoY | 330.1% | -10.9% |
| EPS (diluted) | $1.33 | $0.76 |
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.
| Q1 26 | — | $297.1M | ||
| Q4 25 | — | $298.7M | ||
| Q3 25 | $207.8M | $304.5M | ||
| Q2 25 | — | $304.2M | ||
| Q1 25 | — | $306.2M | ||
| Q4 24 | — | $301.4M | ||
| Q3 24 | $0 | $306.6M | ||
| Q2 24 | $0 | $305.3M |
| Q1 26 | — | $165.3M | ||
| Q4 25 | — | $169.3M | ||
| Q3 25 | $119.2M | $191.1M | ||
| Q2 25 | — | $192.5M | ||
| Q1 25 | — | $185.5M | ||
| Q4 24 | — | $184.7M | ||
| Q3 24 | $-51.8M | $200.0M | ||
| Q2 24 | $-52.8M | $204.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | 71.2% | ||
| Q3 25 | 52.2% | 77.2% | ||
| Q2 25 | — | 80.9% | ||
| Q1 25 | — | 76.6% | ||
| Q4 24 | — | 77.9% | ||
| Q3 24 | — | 82.9% | ||
| Q2 24 | — | 85.1% |
| Q1 26 | — | 55.6% | ||
| Q4 25 | — | 56.7% | ||
| Q3 25 | 57.4% | 62.8% | ||
| Q2 25 | — | 63.3% | ||
| Q1 25 | — | 60.6% | ||
| Q4 24 | — | 61.3% | ||
| Q3 24 | — | 65.2% | ||
| Q2 24 | — | 66.9% |
| Q1 26 | — | $0.76 | ||
| Q4 25 | — | $0.75 | ||
| Q3 25 | $1.33 | $0.83 | ||
| Q2 25 | — | $0.81 | ||
| Q1 25 | — | $0.75 | ||
| Q4 24 | — | $0.71 | ||
| Q3 24 | $-0.60 | $0.77 | ||
| Q2 24 | $-0.68 | $0.77 |
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 | $235.1M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.1B | $5.0B |
| Total Assets | $1.2B | $6.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $235.1M | ||
| Q4 25 | — | $369.0M | ||
| Q3 25 | $786.9M | $266.9M | ||
| Q2 25 | — | $294.9M | ||
| Q1 25 | — | $207.0M | ||
| Q4 24 | — | $229.5M | ||
| Q3 24 | $920.0M | $288.6M | ||
| Q2 24 | $701.7M | $281.8M |
| Q1 26 | — | $5.0B | ||
| Q4 25 | — | $5.1B | ||
| Q3 25 | $1.1B | $5.2B | ||
| Q2 25 | — | $5.2B | ||
| Q1 25 | — | $5.1B | ||
| Q4 24 | — | $5.2B | ||
| Q3 24 | $1.2B | $5.3B | ||
| Q2 24 | $931.7M | $5.1B |
| Q1 26 | — | $6.4B | ||
| Q4 25 | — | $6.6B | ||
| Q3 25 | $1.2B | $6.6B | ||
| Q2 25 | — | $6.5B | ||
| Q1 25 | — | $6.5B | ||
| Q4 24 | — | $6.5B | ||
| Q3 24 | $1.2B | $6.7B | ||
| Q2 24 | $973.7M | $6.5B |
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 | — |
| Free Cash FlowOCF − Capex | $142.2M | — |
| FCF MarginFCF / Revenue | 68.4% | — |
| Capex IntensityCapex / Revenue | 0.0% | — |
| Cash ConversionOCF / Net Profit | 1.19× | — |
| TTM Free Cash FlowTrailing 4 quarters | $13.5M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | — | $230.8M | ||
| Q3 25 | $142.2M | $215.4M | ||
| Q2 25 | — | $183.0M | ||
| Q1 25 | — | $223.7M | ||
| Q4 24 | — | $182.4M | ||
| Q3 24 | $-49.2M | $182.9M | ||
| Q2 24 | $-32.9M | $169.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | $230.2M | ||
| Q3 25 | $142.2M | $215.1M | ||
| Q2 25 | — | $183.0M | ||
| Q1 25 | — | $223.5M | ||
| Q4 24 | — | $181.9M | ||
| Q3 24 | $-49.7M | $182.5M | ||
| Q2 24 | $-33.9M | $169.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 77.1% | ||
| Q3 25 | 68.4% | 70.6% | ||
| Q2 25 | — | 60.1% | ||
| Q1 25 | — | 73.0% | ||
| Q4 24 | — | 60.3% | ||
| Q3 24 | — | 59.5% | ||
| Q2 24 | — | 55.3% |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.2% | ||
| Q3 25 | 0.0% | 0.1% | ||
| Q2 25 | — | 0.0% | ||
| Q1 25 | — | 0.0% | ||
| Q4 24 | — | 0.2% | ||
| Q3 24 | — | 0.1% | ||
| Q2 24 | — | 0.1% |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.36× | ||
| Q3 25 | 1.19× | 1.13× | ||
| Q2 25 | — | 0.95× | ||
| Q1 25 | — | 1.21× | ||
| Q4 24 | — | 0.99× | ||
| Q3 24 | — | 0.91× | ||
| Q2 24 | — | 0.83× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
