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Side-by-side financial comparison of IDEAYA Biosciences, Inc. (IDYA) and Skyward Specialty Insurance Group, Inc. (SKWD). Click either name above to swap in a different company.
Skyward Specialty Insurance Group, Inc. is the larger business by last-quarter revenue ($385.6M vs $207.8M, roughly 1.9× IDEAYA Biosciences, Inc.). IDEAYA Biosciences, Inc. runs the higher net margin — 57.4% vs 11.2%, a 46.2% gap on every dollar of revenue. Skyward Specialty Insurance Group, Inc. produced more free cash flow last quarter ($402.6M vs $142.2M).
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.
Skyward Specialty Insurance Group, Inc. is a specialty property and casualty insurance provider offering tailored coverage solutions including commercial auto, general liability, professional indemnity, and specialty property policies. It primarily serves small-to-medium enterprises and niche industry segments across the United States, focusing on underwriting complex, hard-to-place risks for underserved client groups.
IDYA vs SKWD — Head-to-Head
Income Statement — Q3 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $207.8M | $385.6M |
| Net Profit | $119.2M | $43.2M |
| Gross Margin | — | — |
| Operating Margin | 52.2% | 14.2% |
| Net Margin | 57.4% | 11.2% |
| Revenue YoY | — | 26.7% |
| Net Profit YoY | 330.1% | 200.1% |
| EPS (diluted) | $1.33 | $1.03 |
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.
| Q4 25 | — | $385.6M | ||
| Q3 25 | $207.8M | $382.5M | ||
| Q2 25 | — | $319.9M | ||
| Q1 25 | — | $328.5M | ||
| Q4 24 | — | $304.4M | ||
| Q3 24 | $0 | $300.9M | ||
| Q2 24 | $0 | $279.9M | ||
| Q1 24 | $0 | $265.0M |
| Q4 25 | — | $43.2M | ||
| Q3 25 | $119.2M | $45.9M | ||
| Q2 25 | — | $38.8M | ||
| Q1 25 | — | $42.1M | ||
| Q4 24 | — | $14.4M | ||
| Q3 24 | $-51.8M | $36.7M | ||
| Q2 24 | $-52.8M | $31.0M | ||
| Q1 24 | $-39.6M | $36.8M |
| Q4 25 | — | 14.2% | ||
| Q3 25 | 52.2% | 15.8% | ||
| Q2 25 | — | 15.6% | ||
| Q1 25 | — | 15.7% | ||
| Q4 24 | — | 6.1% | ||
| Q3 24 | — | 15.6% | ||
| Q2 24 | — | 14.4% | ||
| Q1 24 | — | 17.7% |
| Q4 25 | — | 11.2% | ||
| Q3 25 | 57.4% | 12.0% | ||
| Q2 25 | — | 12.1% | ||
| Q1 25 | — | 12.8% | ||
| Q4 24 | — | 4.7% | ||
| Q3 24 | — | 12.2% | ||
| Q2 24 | — | 11.1% | ||
| Q1 24 | — | 13.9% |
| Q4 25 | — | $1.03 | ||
| Q3 25 | $1.33 | $1.10 | ||
| Q2 25 | — | $0.93 | ||
| Q1 25 | — | $1.01 | ||
| Q4 24 | — | $0.33 | ||
| Q3 24 | $-0.60 | $0.89 | ||
| Q2 24 | $-0.68 | $0.75 | ||
| Q1 24 | $-0.53 | $0.90 |
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 | $168.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.1B | $1.0B |
| Total Assets | $1.2B | $4.8B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $168.5M | ||
| Q3 25 | $786.9M | $160.1M | ||
| Q2 25 | — | $136.6M | ||
| Q1 25 | — | $112.9M | ||
| Q4 24 | — | $121.6M | ||
| Q3 24 | $920.0M | $105.6M | ||
| Q2 24 | $701.7M | $73.0M | ||
| Q1 24 | $698.8M | $85.1M |
| Q4 25 | — | $1.0B | ||
| Q3 25 | $1.1B | $961.4M | ||
| Q2 25 | — | $899.9M | ||
| Q1 25 | — | $850.7M | ||
| Q4 24 | — | $794.0M | ||
| Q3 24 | $1.2B | $797.5M | ||
| Q2 24 | $931.7M | $723.6M | ||
| Q1 24 | $935.3M | $692.3M |
| Q4 25 | — | $4.8B | ||
| Q3 25 | $1.2B | $4.6B | ||
| Q2 25 | — | $4.3B | ||
| Q1 25 | — | $4.0B | ||
| Q4 24 | — | $3.7B | ||
| Q3 24 | $1.2B | $3.6B | ||
| Q2 24 | $973.7M | $3.4B | ||
| Q1 24 | $961.5M | $3.2B |
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 | $408.1M |
| Free Cash FlowOCF − Capex | $142.2M | $402.6M |
| FCF MarginFCF / Revenue | 68.4% | 104.4% |
| Capex IntensityCapex / Revenue | 0.0% | 1.4% |
| Cash ConversionOCF / Net Profit | 1.19× | 9.44× |
| TTM Free Cash FlowTrailing 4 quarters | $13.5M | $755.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $408.1M | ||
| Q3 25 | $142.2M | $171.4M | ||
| Q2 25 | — | $88.2M | ||
| Q1 25 | — | $96.8M | ||
| Q4 24 | — | $305.1M | ||
| Q3 24 | $-49.2M | $168.0M | ||
| Q2 24 | $-32.9M | $21.0M | ||
| Q1 24 | $-43.8M | $94.3M |
| Q4 25 | — | $402.6M | ||
| Q3 25 | $142.2M | $168.9M | ||
| Q2 25 | — | $87.1M | ||
| Q1 25 | — | $96.6M | ||
| Q4 24 | — | $300.9M | ||
| Q3 24 | $-49.7M | $167.6M | ||
| Q2 24 | $-33.9M | $18.4M | ||
| Q1 24 | $-45.1M | $94.0M |
| Q4 25 | — | 104.4% | ||
| Q3 25 | 68.4% | 44.2% | ||
| Q2 25 | — | 27.2% | ||
| Q1 25 | — | 29.4% | ||
| Q4 24 | — | 98.8% | ||
| Q3 24 | — | 55.7% | ||
| Q2 24 | — | 6.6% | ||
| Q1 24 | — | 35.5% |
| Q4 25 | — | 1.4% | ||
| Q3 25 | 0.0% | 0.6% | ||
| Q2 25 | — | 0.3% | ||
| Q1 25 | — | 0.1% | ||
| Q4 24 | — | 1.4% | ||
| Q3 24 | — | 0.1% | ||
| Q2 24 | — | 0.9% | ||
| Q1 24 | — | 0.1% |
| Q4 25 | — | 9.44× | ||
| Q3 25 | 1.19× | 3.73× | ||
| Q2 25 | — | 2.27× | ||
| Q1 25 | — | 2.30× | ||
| Q4 24 | — | 21.18× | ||
| Q3 24 | — | 4.58× | ||
| Q2 24 | — | 0.68× | ||
| Q1 24 | — | 2.56× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
