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Side-by-side financial comparison of IDEAYA Biosciences, Inc. (IDYA) and RADIAN GROUP INC (RDN). Click either name above to swap in a different company.

RADIAN GROUP INC is the larger business by last-quarter revenue ($300.5M vs $207.8M, roughly 1.4× IDEAYA Biosciences, Inc.). IDEAYA Biosciences, Inc. runs the higher net margin — 57.4% vs 51.5%, a 5.8% gap on every dollar of revenue. IDEAYA Biosciences, Inc. produced more free cash flow last quarter ($142.2M vs $115.7M).

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.

Radian Group Inc. is a mortgage insurance company with a suite of mortgage, risk, real estate, and title services.

IDYA vs RDN — Head-to-Head

Bigger by revenue
RDN
RDN
1.4× larger
RDN
$300.5M
$207.8M
IDYA
Higher net margin
IDYA
IDYA
5.8% more per $
IDYA
57.4%
51.5%
RDN
More free cash flow
IDYA
IDYA
$26.5M more FCF
IDYA
$142.2M
$115.7M
RDN

Income Statement — Q3 FY2025 vs Q4 FY2025

Metric
IDYA
IDYA
RDN
RDN
Revenue
$207.8M
$300.5M
Net Profit
$119.2M
$154.8M
Gross Margin
Operating Margin
52.2%
76.2%
Net Margin
57.4%
51.5%
Revenue YoY
2.7%
Net Profit YoY
330.1%
4.4%
EPS (diluted)
$1.33
$1.11

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
RDN
RDN
Q4 25
$300.5M
Q3 25
$207.8M
$303.2M
Q2 25
$298.6M
Q1 25
$294.8M
Q4 24
$292.7M
Q3 24
$0
$313.4M
Q2 24
$0
$298.6M
Q1 24
$0
$301.7M
Net Profit
IDYA
IDYA
RDN
RDN
Q4 25
$154.8M
Q3 25
$119.2M
$141.4M
Q2 25
$141.8M
Q1 25
$144.6M
Q4 24
$148.3M
Q3 24
$-51.8M
$151.9M
Q2 24
$-52.8M
$151.9M
Q1 24
$-39.6M
$152.4M
Gross Margin
IDYA
IDYA
RDN
RDN
Q4 25
Q3 25
Q2 25
97.2%
Q1 25
97.0%
Q4 24
96.6%
Q3 24
97.0%
Q2 24
96.8%
Q1 24
96.9%
Operating Margin
IDYA
IDYA
RDN
RDN
Q4 25
76.2%
Q3 25
52.2%
65.5%
Q2 25
58.6%
Q1 25
63.9%
Q4 24
83.6%
Q3 24
68.4%
Q2 24
63.0%
Q1 24
65.8%
Net Margin
IDYA
IDYA
RDN
RDN
Q4 25
51.5%
Q3 25
57.4%
46.7%
Q2 25
47.5%
Q1 25
49.0%
Q4 24
50.7%
Q3 24
48.5%
Q2 24
50.9%
Q1 24
50.5%
EPS (diluted)
IDYA
IDYA
RDN
RDN
Q4 25
$1.11
Q3 25
$1.33
$1.03
Q2 25
$1.02
Q1 25
$0.98
Q4 24
$0.97
Q3 24
$-0.60
$0.99
Q2 24
$-0.68
$0.98
Q1 24
$-0.53
$0.98

Balance Sheet & Financial Strength

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

Metric
IDYA
IDYA
RDN
RDN
Cash + ST InvestmentsLiquidity on hand
$786.9M
$24.8M
Total DebtLower is stronger
Stockholders' EquityBook value
$1.1B
$4.8B
Total Assets
$1.2B
$8.1B
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
IDYA
IDYA
RDN
RDN
Q4 25
$24.8M
Q3 25
$786.9M
$15.3M
Q2 25
$22.1M
Q1 25
$24.2M
Q4 24
$19.2M
Q3 24
$920.0M
$28.1M
Q2 24
$701.7M
$13.8M
Q1 24
$698.8M
$27.0M
Stockholders' Equity
IDYA
IDYA
RDN
RDN
Q4 25
$4.8B
Q3 25
$1.1B
$4.7B
Q2 25
$4.5B
Q1 25
$4.6B
Q4 24
$4.6B
Q3 24
$1.2B
$4.7B
Q2 24
$931.7M
$4.5B
Q1 24
$935.3M
$4.4B
Total Assets
IDYA
IDYA
RDN
RDN
Q4 25
$8.1B
Q3 25
$1.2B
$8.2B
Q2 25
$9.6B
Q1 25
$8.8B
Q4 24
$8.7B
Q3 24
$1.2B
$8.4B
Q2 24
$973.7M
$8.1B
Q1 24
$961.5M
$7.8B

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
RDN
RDN
Operating Cash FlowLast quarter
$142.2M
$119.9M
Free Cash FlowOCF − Capex
$142.2M
$115.7M
FCF MarginFCF / Revenue
68.4%
38.5%
Capex IntensityCapex / Revenue
0.0%
1.4%
Cash ConversionOCF / Net Profit
1.19×
0.77×
TTM Free Cash FlowTrailing 4 quarters
$13.5M
$-174.8M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
IDYA
IDYA
RDN
RDN
Q4 25
$119.9M
Q3 25
$142.2M
$358.4M
Q2 25
$-713.3M
Q1 25
$67.8M
Q4 24
$-663.6M
Q3 24
$-49.2M
$-237.9M
Q2 24
$-32.9M
$-207.3M
Q1 24
$-43.8M
$51.0M
Free Cash Flow
IDYA
IDYA
RDN
RDN
Q4 25
$115.7M
Q3 25
$142.2M
$357.6M
Q2 25
$-714.6M
Q1 25
$66.6M
Q4 24
$-665.1M
Q3 24
$-49.7M
$-239.2M
Q2 24
$-33.9M
$-208.3M
Q1 24
$-45.1M
$49.5M
FCF Margin
IDYA
IDYA
RDN
RDN
Q4 25
38.5%
Q3 25
68.4%
117.9%
Q2 25
-239.4%
Q1 25
22.6%
Q4 24
-227.3%
Q3 24
-76.3%
Q2 24
-69.8%
Q1 24
16.4%
Capex Intensity
IDYA
IDYA
RDN
RDN
Q4 25
1.4%
Q3 25
0.0%
0.3%
Q2 25
0.4%
Q1 25
0.4%
Q4 24
0.5%
Q3 24
0.4%
Q2 24
0.4%
Q1 24
0.5%
Cash Conversion
IDYA
IDYA
RDN
RDN
Q4 25
0.77×
Q3 25
1.19×
2.53×
Q2 25
-5.03×
Q1 25
0.47×
Q4 24
-4.47×
Q3 24
-1.57×
Q2 24
-1.36×
Q1 24
0.34×

Financial Flow Comparison

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

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