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Side-by-side financial comparison of IDEAYA Biosciences, Inc. (IDYA) and Seadrill Ltd (SDRL). Click either name above to swap in a different company.

Seadrill Ltd is the larger business by last-quarter revenue ($273.0M vs $207.8M, roughly 1.3× IDEAYA Biosciences, Inc.). IDEAYA Biosciences, Inc. runs the higher net margin — 57.4% vs -3.7%, a 61.0% 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.

Seadrill is an offshore drilling contractor providing worldwide offshore drilling services to the oil and gas industry. Its primary business is the ownership and operation of drillships, semi-submersible rigs, and jack-up rigs for operations in shallow to ultra-deep water in both benign and harsh environments. It provides a contract-based service and primarily serves the oil super-majors, integrated oil and gas, state-owned national oil, and independent oil and gas companies.

IDYA vs SDRL — Head-to-Head

Bigger by revenue
SDRL
SDRL
1.3× larger
SDRL
$273.0M
$207.8M
IDYA
Higher net margin
IDYA
IDYA
61.0% more per $
IDYA
57.4%
-3.7%
SDRL

Income Statement — Q3 FY2025 vs Q4 FY2025

Metric
IDYA
IDYA
SDRL
SDRL
Revenue
$207.8M
$273.0M
Net Profit
$119.2M
$-10.0M
Gross Margin
Operating Margin
52.2%
-1.1%
Net Margin
57.4%
-3.7%
Revenue YoY
Net Profit YoY
330.1%
EPS (diluted)
$1.33

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
SDRL
SDRL
Q4 25
$273.0M
Q3 25
$207.8M
$280.0M
Q2 25
$288.0M
Q1 25
$248.0M
Q3 24
$0
$263.0M
Q2 24
$0
$267.0M
Q1 24
$0
$275.0M
Q2 23
$329.0M
Net Profit
IDYA
IDYA
SDRL
SDRL
Q4 25
$-10.0M
Q3 25
$119.2M
$-11.0M
Q2 25
$-42.0M
Q1 25
$-14.0M
Q3 24
$-51.8M
$32.0M
Q2 24
$-52.8M
$253.0M
Q1 24
$-39.6M
$60.0M
Q2 23
$94.0M
Operating Margin
IDYA
IDYA
SDRL
SDRL
Q4 25
-1.1%
Q3 25
52.2%
9.3%
Q2 25
2.1%
Q1 25
7.3%
Q3 24
17.9%
Q2 24
Q1 24
29.1%
Q2 23
33.1%
Net Margin
IDYA
IDYA
SDRL
SDRL
Q4 25
-3.7%
Q3 25
57.4%
-3.9%
Q2 25
-14.6%
Q1 25
-5.6%
Q3 24
12.2%
Q2 24
94.8%
Q1 24
21.8%
Q2 23
28.6%
EPS (diluted)
IDYA
IDYA
SDRL
SDRL
Q4 25
Q3 25
$1.33
$-0.17
Q2 25
$-0.68
Q1 25
$-0.23
Q3 24
$-0.60
$0.49
Q2 24
$-0.68
$3.49
Q1 24
$-0.53
$0.81
Q2 23
$1.16

Balance Sheet & Financial Strength

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

Metric
IDYA
IDYA
SDRL
SDRL
Cash + ST InvestmentsLiquidity on hand
$786.9M
$339.0M
Total DebtLower is stronger
$613.0M
Stockholders' EquityBook value
$1.1B
$2.9B
Total Assets
$1.2B
$3.9B
Debt / EquityLower = less leverage
0.21×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
IDYA
IDYA
SDRL
SDRL
Q4 25
$339.0M
Q3 25
$786.9M
$402.0M
Q2 25
$393.0M
Q1 25
$404.0M
Q3 24
$920.0M
Q2 24
$701.7M
$835.0M
Q1 24
$698.8M
Q2 23
$412.0M
Total Debt
IDYA
IDYA
SDRL
SDRL
Q4 25
$613.0M
Q3 25
$612.0M
Q2 25
$612.0M
Q1 25
$611.0M
Q3 24
Q2 24
$609.0M
Q1 24
Q2 23
$355.0M
Stockholders' Equity
IDYA
IDYA
SDRL
SDRL
Q4 25
$2.9B
Q3 25
$1.1B
$2.9B
Q2 25
$2.9B
Q1 25
$2.9B
Q3 24
$1.2B
$2.9B
Q2 24
$931.7M
$3.1B
Q1 24
$935.3M
$2.9B
Q2 23
$3.1B
Total Assets
IDYA
IDYA
SDRL
SDRL
Q4 25
$3.9B
Q3 25
$1.2B
$4.1B
Q2 25
$4.1B
Q1 25
$4.1B
Q3 24
$1.2B
Q2 24
$973.7M
$4.3B
Q1 24
$961.5M
Q2 23
$4.0B
Debt / Equity
IDYA
IDYA
SDRL
SDRL
Q4 25
0.21×
Q3 25
0.21×
Q2 25
0.21×
Q1 25
0.21×
Q3 24
Q2 24
0.20×
Q1 24
Q2 23
0.12×

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
SDRL
SDRL
Operating Cash FlowLast quarter
$142.2M
$-40.0M
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.

Operating Cash Flow
IDYA
IDYA
SDRL
SDRL
Q4 25
$-40.0M
Q3 25
$142.2M
$28.0M
Q2 25
$11.0M
Q1 25
$-27.0M
Q3 24
$-49.2M
$-27.0M
Q2 24
$-32.9M
$79.0M
Q1 24
$-43.8M
$29.0M
Q2 23
Free Cash Flow
IDYA
IDYA
SDRL
SDRL
Q4 25
Q3 25
$142.2M
Q2 25
Q1 25
Q3 24
$-49.7M
Q2 24
$-33.9M
Q1 24
$-45.1M
Q2 23
FCF Margin
IDYA
IDYA
SDRL
SDRL
Q4 25
Q3 25
68.4%
Q2 25
Q1 25
Q3 24
Q2 24
Q1 24
Q2 23
Capex Intensity
IDYA
IDYA
SDRL
SDRL
Q4 25
Q3 25
0.0%
Q2 25
Q1 25
Q3 24
Q2 24
Q1 24
Q2 23
Cash Conversion
IDYA
IDYA
SDRL
SDRL
Q4 25
Q3 25
1.19×
Q2 25
Q1 25
Q3 24
-0.84×
Q2 24
0.31×
Q1 24
0.48×
Q2 23

Financial Flow Comparison

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

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