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Side-by-side financial comparison of IDEAYA Biosciences, Inc. (IDYA) and STAG Industrial, Inc. (STAG). Click either name above to swap in a different company.
STAG Industrial, Inc. is the larger business by last-quarter revenue ($224.2M vs $207.8M, roughly 1.1× IDEAYA Biosciences, Inc.). IDEAYA Biosciences, Inc. runs the higher net margin — 57.4% vs 27.6%, a 29.7% 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.
Stag Arms is a firearms manufacturer founded in May 2003 and located in Cheyenne, Wyoming. Stag Arms is a manufacturer of the AR-15 type rifle, marketed as Stag-15 rifles. Stag advertises that all their weapons and accessories are made in the United States. They are best known for their left-handed AR-15 rifles, which use a mirror imaged upper receiver and have the ejection port reversed for left-handed shooters and the safety selector control on the right side of the lower receiver.
IDYA vs STAG — Head-to-Head
Income Statement — Q3 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $207.8M | $224.2M |
| Net Profit | $119.2M | $62.0M |
| Gross Margin | — | — |
| Operating Margin | 52.2% | — |
| Net Margin | 57.4% | 27.6% |
| Revenue YoY | — | 9.1% |
| Net Profit YoY | 330.1% | — |
| EPS (diluted) | $1.33 | $0.32 |
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.
| Q1 26 | — | $224.2M | ||
| Q4 25 | — | $220.9M | ||
| Q3 25 | $207.8M | $211.1M | ||
| Q2 25 | — | $207.6M | ||
| Q1 25 | — | $205.6M | ||
| Q4 24 | — | $199.3M | ||
| Q3 24 | $0 | $190.7M | ||
| Q2 24 | $0 | $189.8M |
| Q1 26 | — | $62.0M | ||
| Q4 25 | — | $83.5M | ||
| Q3 25 | $119.2M | $48.6M | ||
| Q2 25 | — | $50.0M | ||
| Q1 25 | — | $91.4M | ||
| Q4 24 | — | $51.0M | ||
| Q3 24 | $-51.8M | $41.9M | ||
| Q2 24 | $-52.8M | $59.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 52.2% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | 27.6% | ||
| Q4 25 | — | 37.8% | ||
| Q3 25 | 57.4% | 23.0% | ||
| Q2 25 | — | 24.1% | ||
| Q1 25 | — | 44.5% | ||
| Q4 24 | — | 25.6% | ||
| Q3 24 | — | 21.9% | ||
| Q2 24 | — | 31.5% |
| Q1 26 | — | $0.32 | ||
| Q4 25 | — | — | ||
| Q3 25 | $1.33 | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $-0.60 | — | ||
| Q2 24 | $-0.68 | — |
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 | $8.9M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.1B | $3.6B |
| Total Assets | $1.2B | $7.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $8.9M | ||
| Q4 25 | — | $14.9M | ||
| Q3 25 | $786.9M | $17.3M | ||
| Q2 25 | — | $15.4M | ||
| Q1 25 | — | $9.3M | ||
| Q4 24 | — | $36.3M | ||
| Q3 24 | $920.0M | $70.0M | ||
| Q2 24 | $701.7M | $33.3M |
| Q1 26 | — | — | ||
| Q4 25 | — | $3.3B | ||
| Q3 25 | — | $3.1B | ||
| Q2 25 | — | $3.0B | ||
| Q1 25 | — | $3.0B | ||
| Q4 24 | — | $3.0B | ||
| Q3 24 | — | $2.9B | ||
| Q2 24 | — | $2.8B |
| Q1 26 | — | $3.6B | ||
| Q4 25 | — | $3.6B | ||
| Q3 25 | $1.1B | $3.4B | ||
| Q2 25 | — | $3.4B | ||
| Q1 25 | — | $3.5B | ||
| Q4 24 | — | $3.5B | ||
| Q3 24 | $1.2B | $3.3B | ||
| Q2 24 | $931.7M | $3.3B |
| Q1 26 | — | $7.2B | ||
| Q4 25 | — | $7.2B | ||
| Q3 25 | $1.2B | $6.9B | ||
| Q2 25 | — | $6.8B | ||
| Q1 25 | — | $6.8B | ||
| Q4 24 | — | $6.8B | ||
| Q3 24 | $1.2B | $6.6B | ||
| Q2 24 | $973.7M | $6.4B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.91× | ||
| Q3 25 | — | 0.91× | ||
| Q2 25 | — | 0.88× | ||
| Q1 25 | — | 0.87× | ||
| Q4 24 | — | 0.88× | ||
| Q3 24 | — | 0.89× | ||
| Q2 24 | — | 0.84× |
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 | — |
| Free Cash FlowOCF − Capex | $142.2M | — |
| FCF MarginFCF / Revenue | 68.4% | — |
| Capex IntensityCapex / Revenue | 0.0% | 3.9% |
| Cash ConversionOCF / Net Profit | 1.19× | — |
| TTM Free Cash FlowTrailing 4 quarters | $13.5M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | — | $104.5M | ||
| Q3 25 | $142.2M | $143.5M | ||
| Q2 25 | — | $111.9M | ||
| Q1 25 | — | $103.5M | ||
| Q4 24 | — | $104.9M | ||
| Q3 24 | $-49.2M | $128.0M | ||
| Q2 24 | $-32.9M | $122.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | $43.8M | ||
| Q3 25 | $142.2M | $95.5M | ||
| Q2 25 | — | $62.3M | ||
| Q1 25 | — | $57.2M | ||
| Q4 24 | — | $37.6M | ||
| Q3 24 | $-49.7M | $86.7M | ||
| Q2 24 | $-33.9M | $105.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 19.8% | ||
| Q3 25 | 68.4% | 45.2% | ||
| Q2 25 | — | 30.0% | ||
| Q1 25 | — | 27.8% | ||
| Q4 24 | — | 18.8% | ||
| Q3 24 | — | 45.5% | ||
| Q2 24 | — | 55.3% |
| Q1 26 | — | 3.9% | ||
| Q4 25 | — | 27.4% | ||
| Q3 25 | 0.0% | 22.7% | ||
| Q2 25 | — | 23.9% | ||
| Q1 25 | — | 22.5% | ||
| Q4 24 | — | 33.8% | ||
| Q3 24 | — | 21.6% | ||
| Q2 24 | — | 9.1% |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.25× | ||
| Q3 25 | 1.19× | 2.95× | ||
| Q2 25 | — | 2.24× | ||
| Q1 25 | — | 1.13× | ||
| Q4 24 | — | 2.06× | ||
| Q3 24 | — | 3.06× | ||
| Q2 24 | — | 2.04× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
