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

IDEAYA Biosciences, Inc. is the larger business by last-quarter revenue ($207.8M vs $113.3M, roughly 1.8× SITIME Corp). IDEAYA Biosciences, Inc. runs the higher net margin — 57.4% vs 8.1%, a 49.3% gap on every dollar of revenue. IDEAYA Biosciences, Inc. produced more free cash flow last quarter ($142.2M vs $13.0M).

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.

SiTime Corporation is a publicly traded fabless chipmaker based in Santa Clara, California that develops micro-electromechanical systems (MEMS), used for timing devices in electronics.

IDYA vs SITM — Head-to-Head

Bigger by revenue
IDYA
IDYA
1.8× larger
IDYA
$207.8M
$113.3M
SITM
Higher net margin
IDYA
IDYA
49.3% more per $
IDYA
57.4%
8.1%
SITM
More free cash flow
IDYA
IDYA
$129.2M more FCF
IDYA
$142.2M
$13.0M
SITM

Income Statement — Q3 FY2025 vs Q4 FY2025

Metric
IDYA
IDYA
SITM
SITM
Revenue
$207.8M
$113.3M
Net Profit
$119.2M
$9.2M
Gross Margin
56.4%
Operating Margin
52.2%
1.6%
Net Margin
57.4%
8.1%
Revenue YoY
66.3%
Net Profit YoY
330.1%
148.7%
EPS (diluted)
$1.33
$0.44

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
SITM
SITM
Q4 25
$113.3M
Q3 25
$207.8M
$83.6M
Q2 25
$69.5M
Q1 25
$60.3M
Q4 24
$68.1M
Q3 24
$0
$57.7M
Q2 24
$0
$43.9M
Q1 24
$0
$33.0M
Net Profit
IDYA
IDYA
SITM
SITM
Q4 25
$9.2M
Q3 25
$119.2M
$-8.0M
Q2 25
$-20.2M
Q1 25
$-23.9M
Q4 24
$-18.8M
Q3 24
$-51.8M
$-19.3M
Q2 24
$-52.8M
$-26.8M
Q1 24
$-39.6M
$-28.7M
Gross Margin
IDYA
IDYA
SITM
SITM
Q4 25
56.4%
Q3 25
53.5%
Q2 25
51.9%
Q1 25
50.3%
Q4 24
52.6%
Q3 24
51.1%
Q2 24
49.1%
Q1 24
53.5%
Operating Margin
IDYA
IDYA
SITM
SITM
Q4 25
1.6%
Q3 25
52.2%
-19.2%
Q2 25
-35.4%
Q1 25
-46.6%
Q4 24
-33.8%
Q3 24
-43.1%
Q2 24
-73.7%
Q1 24
-106.1%
Net Margin
IDYA
IDYA
SITM
SITM
Q4 25
8.1%
Q3 25
57.4%
-9.6%
Q2 25
-29.0%
Q1 25
-39.6%
Q4 24
-27.6%
Q3 24
-33.5%
Q2 24
-61.0%
Q1 24
-86.9%
EPS (diluted)
IDYA
IDYA
SITM
SITM
Q4 25
$0.44
Q3 25
$1.33
$-0.31
Q2 25
$-0.84
Q1 25
$-1.01
Q4 24
$-0.80
Q3 24
$-0.60
$-0.83
Q2 24
$-0.68
$-1.16
Q1 24
$-0.53
$-1.26

Balance Sheet & Financial Strength

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

Metric
IDYA
IDYA
SITM
SITM
Cash + ST InvestmentsLiquidity on hand
$786.9M
Total DebtLower is stronger
Stockholders' EquityBook value
$1.1B
$1.2B
Total Assets
$1.2B
$1.3B
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
IDYA
IDYA
SITM
SITM
Q4 25
Q3 25
$786.9M
Q2 25
Q1 25
Q4 24
Q3 24
$920.0M
Q2 24
$701.7M
Q1 24
$698.8M
Stockholders' Equity
IDYA
IDYA
SITM
SITM
Q4 25
$1.2B
Q3 25
$1.1B
$1.1B
Q2 25
$1.1B
Q1 25
$692.5M
Q4 24
$699.7M
Q3 24
$1.2B
$696.2M
Q2 24
$931.7M
$692.5M
Q1 24
$935.3M
$696.2M
Total Assets
IDYA
IDYA
SITM
SITM
Q4 25
$1.3B
Q3 25
$1.2B
$1.3B
Q2 25
$1.3B
Q1 25
$872.1M
Q4 24
$885.0M
Q3 24
$1.2B
$877.9M
Q2 24
$973.7M
$878.6M
Q1 24
$961.5M
$942.6M

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
SITM
SITM
Operating Cash FlowLast quarter
$142.2M
$25.4M
Free Cash FlowOCF − Capex
$142.2M
$13.0M
FCF MarginFCF / Revenue
68.4%
11.5%
Capex IntensityCapex / Revenue
0.0%
10.9%
Cash ConversionOCF / Net Profit
1.19×
2.77×
TTM Free Cash FlowTrailing 4 quarters
$13.5M
$35.1M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
IDYA
IDYA
SITM
SITM
Q4 25
$25.4M
Q3 25
$142.2M
$31.4M
Q2 25
$15.3M
Q1 25
$15.0M
Q4 24
$13.5M
Q3 24
$-49.2M
$8.2M
Q2 24
$-32.9M
$-181.0K
Q1 24
$-43.8M
$1.7M
Free Cash Flow
IDYA
IDYA
SITM
SITM
Q4 25
$13.0M
Q3 25
$142.2M
$26.3M
Q2 25
$-2.9M
Q1 25
$-1.3M
Q4 24
$-2.4M
Q3 24
$-49.7M
$-6.7M
Q2 24
$-33.9M
$-2.7M
Q1 24
$-45.1M
$-1.2M
FCF Margin
IDYA
IDYA
SITM
SITM
Q4 25
11.5%
Q3 25
68.4%
31.5%
Q2 25
-4.2%
Q1 25
-2.1%
Q4 24
-3.5%
Q3 24
-11.6%
Q2 24
-6.3%
Q1 24
-3.6%
Capex Intensity
IDYA
IDYA
SITM
SITM
Q4 25
10.9%
Q3 25
0.0%
6.1%
Q2 25
26.2%
Q1 25
27.0%
Q4 24
23.3%
Q3 24
25.7%
Q2 24
5.8%
Q1 24
8.8%
Cash Conversion
IDYA
IDYA
SITM
SITM
Q4 25
2.77×
Q3 25
1.19×
Q2 25
Q1 25
Q4 24
Q3 24
Q2 24
Q1 24

Financial Flow Comparison

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

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