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Side-by-side financial comparison of IDEAYA Biosciences, Inc. (IDYA) and NNN REIT, INC. (NNN). Click either name above to swap in a different company.
NNN REIT, INC. is the larger business by last-quarter revenue ($240.4M vs $207.8M, roughly 1.2× IDEAYA Biosciences, Inc.). IDEAYA Biosciences, Inc. runs the higher net margin — 57.4% vs 39.1%, a 18.3% 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.
NNN Reit, Inc. is a real estate investment trust that invests primarily in restaurant properties that are subject to long-term triple net leases, usually under leaseback arrangements. It is organized in Maryland with its principal office in Orlando, Florida.
IDYA vs NNN — Head-to-Head
Income Statement — Q3 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $207.8M | $240.4M |
| Net Profit | $119.2M | $94.0M |
| Gross Margin | — | — |
| Operating Margin | 52.2% | 61.0% |
| Net Margin | 57.4% | 39.1% |
| Revenue YoY | — | 4.1% |
| Net Profit YoY | 330.1% | -2.6% |
| EPS (diluted) | $1.33 | $0.50 |
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 | — | $240.4M | ||
| Q4 25 | — | $238.4M | ||
| Q3 25 | $207.8M | $230.2M | ||
| Q2 25 | — | $226.8M | ||
| Q1 25 | — | $230.9M | ||
| Q4 24 | — | $218.5M | ||
| Q3 24 | $0 | $218.6M | ||
| Q2 24 | $0 | $216.8M |
| Q1 26 | — | $94.0M | ||
| Q4 25 | — | $96.0M | ||
| Q3 25 | $119.2M | $96.8M | ||
| Q2 25 | — | $100.5M | ||
| Q1 25 | — | $96.5M | ||
| Q4 24 | — | $97.9M | ||
| Q3 24 | $-51.8M | $97.9M | ||
| Q2 24 | $-52.8M | $106.7M |
| Q1 26 | — | 61.0% | ||
| Q4 25 | — | 62.3% | ||
| Q3 25 | 52.2% | 64.0% | ||
| Q2 25 | — | 66.0% | ||
| Q1 25 | — | 62.3% | ||
| Q4 24 | — | 65.8% | ||
| Q3 24 | — | 65.7% | ||
| Q2 24 | — | 70.2% |
| Q1 26 | — | 39.1% | ||
| Q4 25 | — | 40.2% | ||
| Q3 25 | 57.4% | 42.1% | ||
| Q2 25 | — | 44.3% | ||
| Q1 25 | — | 41.8% | ||
| Q4 24 | — | 44.8% | ||
| Q3 24 | — | 44.8% | ||
| Q2 24 | — | 49.2% |
| Q1 26 | — | $0.50 | ||
| Q4 25 | — | $0.51 | ||
| Q3 25 | $1.33 | $0.51 | ||
| Q2 25 | — | $0.54 | ||
| Q1 25 | — | $0.51 | ||
| Q4 24 | — | $0.52 | ||
| Q3 24 | $-0.60 | $0.53 | ||
| Q2 24 | $-0.68 | $0.58 |
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 | $4.6M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.1B | $4.4B |
| Total Assets | $1.2B | $9.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $4.6M | ||
| Q4 25 | — | $5.0M | ||
| Q3 25 | $786.9M | $157.9M | ||
| Q2 25 | — | $6.0M | ||
| Q1 25 | — | $5.1M | ||
| Q4 24 | — | $8.7M | ||
| Q3 24 | $920.0M | $173.5M | ||
| Q2 24 | $701.7M | $2.1M |
| Q1 26 | — | $4.4B | ||
| Q4 25 | — | $4.4B | ||
| Q3 25 | $1.1B | $4.4B | ||
| Q2 25 | — | $4.4B | ||
| Q1 25 | — | $4.4B | ||
| Q4 24 | — | $4.4B | ||
| Q3 24 | $1.2B | $4.4B | ||
| Q2 24 | $931.7M | $4.2B |
| Q1 26 | — | $9.4B | ||
| Q4 25 | — | $9.4B | ||
| Q3 25 | $1.2B | $9.5B | ||
| Q2 25 | — | $9.1B | ||
| Q1 25 | — | $9.0B | ||
| Q4 24 | — | $8.9B | ||
| Q3 24 | $1.2B | $8.9B | ||
| Q2 24 | $973.7M | $8.7B |
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 | — | $667.1M | ||
| Q3 25 | $142.2M | $218.3M | ||
| Q2 25 | — | $119.4M | ||
| Q1 25 | — | $203.3M | ||
| Q4 24 | — | $635.5M | ||
| Q3 24 | $-49.2M | $206.6M | ||
| Q2 24 | $-32.9M | $120.5M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $142.2M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $-49.7M | — | ||
| Q2 24 | $-33.9M | — |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 68.4% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 0.0% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | — | ||
| Q4 25 | — | 6.95× | ||
| Q3 25 | 1.19× | 2.25× | ||
| Q2 25 | — | 1.19× | ||
| Q1 25 | — | 2.11× | ||
| Q4 24 | — | 6.49× | ||
| Q3 24 | — | 2.11× | ||
| Q2 24 | — | 1.13× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
