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Side-by-side financial comparison of IDEAYA Biosciences, Inc. (IDYA) and National Energy Services Reunited Corp. (NESR). Click either name above to swap in a different company.

National Energy Services Reunited Corp. is the larger business by last-quarter revenue ($295.3M vs $207.8M, roughly 1.4× IDEAYA Biosciences, Inc.). IDEAYA Biosciences, Inc. runs the higher net margin — 57.4% vs 6.0%, a 51.4% gap on every dollar of revenue. IDEAYA Biosciences, Inc. produced more free cash flow last quarter ($142.2M vs $-34.1M).

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.

National Energy Services Reunited Corp. is a leading integrated oilfield services provider offering a full suite of solutions covering well construction, completion, production, and intervention services for upstream oil and gas operators. Its core markets cover the Middle East, North Africa, and East Asia, serving both national oil companies and international energy clients.

IDYA vs NESR — Head-to-Head

Bigger by revenue
NESR
NESR
1.4× larger
NESR
$295.3M
$207.8M
IDYA
Higher net margin
IDYA
IDYA
51.4% more per $
IDYA
57.4%
6.0%
NESR
More free cash flow
IDYA
IDYA
$176.2M more FCF
IDYA
$142.2M
$-34.1M
NESR

Income Statement — Q3 FY2025 vs Q3 FY2025

Metric
IDYA
IDYA
NESR
NESR
Revenue
$207.8M
$295.3M
Net Profit
$119.2M
$17.7M
Gross Margin
12.0%
Operating Margin
52.2%
6.6%
Net Margin
57.4%
6.0%
Revenue YoY
-12.2%
Net Profit YoY
330.1%
-14.0%
EPS (diluted)
$1.33
$0.18

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
IDYA
IDYA
NESR
NESR
Q3 25
$207.8M
$295.3M
Q2 25
$327.4M
Q1 25
$303.1M
Q3 24
$0
$336.2M
Q2 24
$0
$325.0M
Q1 24
$0
Q3 22
$29.7M
Net Profit
IDYA
IDYA
NESR
NESR
Q3 25
$119.2M
$17.7M
Q2 25
$15.2M
Q1 25
$10.4M
Q3 24
$-51.8M
$20.6M
Q2 24
$-52.8M
$18.9M
Q1 24
$-39.6M
Q3 22
$1.6M
Gross Margin
IDYA
IDYA
NESR
NESR
Q3 25
12.0%
Q2 25
13.4%
Q1 25
12.4%
Q3 24
15.9%
Q2 24
16.4%
Q1 24
Q3 22
Operating Margin
IDYA
IDYA
NESR
NESR
Q3 25
52.2%
6.6%
Q2 25
8.3%
Q1 25
6.9%
Q3 24
10.5%
Q2 24
10.5%
Q1 24
Q3 22
2.2%
Net Margin
IDYA
IDYA
NESR
NESR
Q3 25
57.4%
6.0%
Q2 25
4.6%
Q1 25
3.4%
Q3 24
6.1%
Q2 24
5.8%
Q1 24
Q3 22
5.4%
EPS (diluted)
IDYA
IDYA
NESR
NESR
Q3 25
$1.33
$0.18
Q2 25
$0.16
Q1 25
$0.11
Q3 24
$-0.60
$0.22
Q2 24
$-0.68
$0.20
Q1 24
$-0.53
Q3 22
$0.04

Balance Sheet & Financial Strength

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

Metric
IDYA
IDYA
NESR
NESR
Cash + ST InvestmentsLiquidity on hand
$786.9M
$69.7M
Total DebtLower is stronger
$274.1M
Stockholders' EquityBook value
$1.1B
$956.7M
Total Assets
$1.2B
$1.8B
Debt / EquityLower = less leverage
0.29×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
IDYA
IDYA
NESR
NESR
Q3 25
$786.9M
$69.7M
Q2 25
$131.8M
Q1 25
$78.7M
Q3 24
$920.0M
$118.2M
Q2 24
$701.7M
$75.0M
Q1 24
$698.8M
Q3 22
$386.2M
Total Debt
IDYA
IDYA
NESR
NESR
Q3 25
$274.1M
Q2 25
$291.7M
Q1 25
$309.2M
Q3 24
$358.7M
Q2 24
$376.7M
Q1 24
Q3 22
Stockholders' Equity
IDYA
IDYA
NESR
NESR
Q3 25
$1.1B
$956.7M
Q2 25
$936.9M
Q1 25
$920.5M
Q3 24
$1.2B
$873.5M
Q2 24
$931.7M
$851.4M
Q1 24
$935.3M
Q3 22
$368.8M
Total Assets
IDYA
IDYA
NESR
NESR
Q3 25
$1.2B
$1.8B
Q2 25
$1.8B
Q1 25
$1.8B
Q3 24
$1.2B
$1.8B
Q2 24
$973.7M
$1.8B
Q1 24
$961.5M
Q3 22
$410.9M
Debt / Equity
IDYA
IDYA
NESR
NESR
Q3 25
0.29×
Q2 25
0.31×
Q1 25
0.34×
Q3 24
0.41×
Q2 24
0.44×
Q1 24
Q3 22

Cash Flow & Capital Efficiency

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

Metric
IDYA
IDYA
NESR
NESR
Operating Cash FlowLast quarter
$142.2M
$6.7M
Free Cash FlowOCF − Capex
$142.2M
$-34.1M
FCF MarginFCF / Revenue
68.4%
-11.5%
Capex IntensityCapex / Revenue
0.0%
13.8%
Cash ConversionOCF / Net Profit
1.19×
0.38×
TTM Free Cash FlowTrailing 4 quarters
$13.5M
$68.5M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
IDYA
IDYA
NESR
NESR
Q3 25
$142.2M
$6.7M
Q2 25
$98.5M
Q1 25
$20.5M
Q3 24
$-49.2M
$70.8M
Q2 24
$-32.9M
Q1 24
$-43.8M
Q3 22
$-24.2M
Free Cash Flow
IDYA
IDYA
NESR
NESR
Q3 25
$142.2M
$-34.1M
Q2 25
$68.7M
Q1 25
$-9.6M
Q3 24
$-49.7M
$43.4M
Q2 24
$-33.9M
Q1 24
$-45.1M
Q3 22
$-25.3M
FCF Margin
IDYA
IDYA
NESR
NESR
Q3 25
68.4%
-11.5%
Q2 25
21.0%
Q1 25
-3.2%
Q3 24
12.9%
Q2 24
Q1 24
Q3 22
-85.1%
Capex Intensity
IDYA
IDYA
NESR
NESR
Q3 25
0.0%
13.8%
Q2 25
9.1%
Q1 25
9.9%
Q3 24
8.1%
Q2 24
Q1 24
Q3 22
3.7%
Cash Conversion
IDYA
IDYA
NESR
NESR
Q3 25
1.19×
0.38×
Q2 25
6.48×
Q1 25
1.97×
Q3 24
3.43×
Q2 24
Q1 24
Q3 22
-14.96×

Financial Flow Comparison

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

Revenue Breakdown by Segment

IDYA
IDYA

Segment breakdown not available.

NESR
NESR

Production Services$174.4M59%
Drilling And Evaluation Services$120.9M41%

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