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

IDEAYA Biosciences, Inc. is the larger business by last-quarter revenue ($207.8M vs $142.3M, roughly 1.5× Summit Midstream Corp). IDEAYA Biosciences, Inc. runs the higher net margin — 57.4% vs -5.1%, a 62.5% gap on every dollar of revenue. IDEAYA Biosciences, Inc. produced more free cash flow last quarter ($142.2M vs $34.5M).

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.

Summit Midstream Corp is a North American midstream energy firm serving upstream oil and gas producers. It runs natural gas and crude gathering pipelines, compression facilities, and produced water handling services, with assets across key US onshore resource basins.

IDYA vs SMC — Head-to-Head

Bigger by revenue
IDYA
IDYA
1.5× larger
IDYA
$207.8M
$142.3M
SMC
Higher net margin
IDYA
IDYA
62.5% more per $
IDYA
57.4%
-5.1%
SMC
More free cash flow
IDYA
IDYA
$107.6M more FCF
IDYA
$142.2M
$34.5M
SMC

Income Statement — Q3 FY2025 vs Q4 FY2025

Metric
IDYA
IDYA
SMC
SMC
Revenue
$207.8M
$142.3M
Net Profit
$119.2M
$-7.3M
Gross Margin
72.1%
Operating Margin
52.2%
-5.5%
Net Margin
57.4%
-5.1%
Revenue YoY
Net Profit YoY
330.1%
EPS (diluted)
$1.33
$-0.66

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
SMC
SMC
Q4 25
$142.3M
Q3 25
$207.8M
$146.9M
Q2 25
$140.2M
Q1 25
$132.7M
Q3 24
$0
$102.4M
Q2 24
$0
Q1 24
$0
Q3 22
$29.7M
Net Profit
IDYA
IDYA
SMC
SMC
Q4 25
$-7.3M
Q3 25
$119.2M
$-1.6M
Q2 25
$-8.0M
Q1 25
$2.0M
Q3 24
$-51.8M
$-204.9M
Q2 24
$-52.8M
Q1 24
$-39.6M
Q3 22
$1.6M
Gross Margin
IDYA
IDYA
SMC
SMC
Q4 25
72.1%
Q3 25
74.0%
Q2 25
74.4%
Q1 25
73.3%
Q3 24
72.4%
Q2 24
Q1 24
Q3 22
Operating Margin
IDYA
IDYA
SMC
SMC
Q4 25
-5.5%
Q3 25
52.2%
3.8%
Q2 25
-3.6%
Q1 25
3.7%
Q3 24
-53.7%
Q2 24
Q1 24
Q3 22
2.2%
Net Margin
IDYA
IDYA
SMC
SMC
Q4 25
-5.1%
Q3 25
57.4%
-1.1%
Q2 25
-5.7%
Q1 25
1.5%
Q3 24
-200.1%
Q2 24
Q1 24
Q3 22
5.4%
EPS (diluted)
IDYA
IDYA
SMC
SMC
Q4 25
$-0.66
Q3 25
$1.33
$-0.13
Q2 25
$-0.66
Q1 25
$-0.16
Q3 24
$-0.60
$-19.25
Q2 24
$-0.68
Q1 24
$-0.53
Q3 22
$0.04

Balance Sheet & Financial Strength

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

Metric
IDYA
IDYA
SMC
SMC
Cash + ST InvestmentsLiquidity on hand
$786.9M
$9.3M
Total DebtLower is stronger
$1.0B
Stockholders' EquityBook value
$1.1B
$546.2M
Total Assets
$1.2B
$2.4B
Debt / EquityLower = less leverage
1.91×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
IDYA
IDYA
SMC
SMC
Q4 25
$9.3M
Q3 25
$786.9M
$24.6M
Q2 25
$20.9M
Q1 25
$26.2M
Q3 24
$920.0M
$17.8M
Q2 24
$701.7M
Q1 24
$698.8M
Q3 22
$386.2M
Total Debt
IDYA
IDYA
SMC
SMC
Q4 25
$1.0B
Q3 25
$1.1B
Q2 25
$1.1B
Q1 25
$1.1B
Q3 24
$957.0M
Q2 24
Q1 24
Q3 22
Stockholders' Equity
IDYA
IDYA
SMC
SMC
Q4 25
$546.2M
Q3 25
$1.1B
$551.9M
Q2 25
$552.0M
Q1 25
$558.1M
Q3 24
$1.2B
$651.5M
Q2 24
$931.7M
Q1 24
$935.3M
Q3 22
$368.8M
Total Assets
IDYA
IDYA
SMC
SMC
Q4 25
$2.4B
Q3 25
$1.2B
$2.4B
Q2 25
$2.4B
Q1 25
$2.4B
Q3 24
$1.2B
$2.0B
Q2 24
$973.7M
Q1 24
$961.5M
Q3 22
$410.9M
Debt / Equity
IDYA
IDYA
SMC
SMC
Q4 25
1.91×
Q3 25
1.96×
Q2 25
1.95×
Q1 25
1.94×
Q3 24
1.47×
Q2 24
Q1 24
Q3 22

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
SMC
SMC
Operating Cash FlowLast quarter
$142.2M
$53.7M
Free Cash FlowOCF − Capex
$142.2M
$34.5M
FCF MarginFCF / Revenue
68.4%
24.3%
Capex IntensityCapex / Revenue
0.0%
13.4%
Cash ConversionOCF / Net Profit
1.19×
TTM Free Cash FlowTrailing 4 quarters
$13.5M
$44.6M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
IDYA
IDYA
SMC
SMC
Q4 25
$53.7M
Q3 25
$142.2M
$26.7M
Q2 25
$37.2M
Q1 25
$16.0M
Q3 24
$-49.2M
Q2 24
$-32.9M
Q1 24
$-43.8M
Q3 22
$-24.2M
Free Cash Flow
IDYA
IDYA
SMC
SMC
Q4 25
$34.5M
Q3 25
$142.2M
$3.8M
Q2 25
$10.8M
Q1 25
$-4.6M
Q3 24
$-49.7M
Q2 24
$-33.9M
Q1 24
$-45.1M
Q3 22
$-25.3M
FCF Margin
IDYA
IDYA
SMC
SMC
Q4 25
24.3%
Q3 25
68.4%
2.6%
Q2 25
7.7%
Q1 25
-3.4%
Q3 24
Q2 24
Q1 24
Q3 22
-85.1%
Capex Intensity
IDYA
IDYA
SMC
SMC
Q4 25
13.4%
Q3 25
0.0%
15.6%
Q2 25
18.8%
Q1 25
15.5%
Q3 24
Q2 24
Q1 24
Q3 22
3.7%
Cash Conversion
IDYA
IDYA
SMC
SMC
Q4 25
Q3 25
1.19×
Q2 25
Q1 25
7.89×
Q3 24
Q2 24
Q1 24
Q3 22
-14.96×

Financial Flow Comparison

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

Revenue Breakdown by Segment

IDYA
IDYA

Segment breakdown not available.

SMC
SMC

Rockies Segment$86.2M61%
Mid Con Barnett Shale Segment$39.4M28%
Piceance Basin Segment$15.8M11%

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