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

IDEAYA Biosciences, Inc. is the larger business by last-quarter revenue ($207.8M vs $158.6M, roughly 1.3× Stoke Therapeutics, Inc.). Stoke Therapeutics, Inc. runs the higher net margin — 71.2% vs 57.4%, a 13.8% gap on every dollar of revenue. IDEAYA Biosciences, Inc. produced more free cash flow last quarter ($142.2M vs $131.7M).

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.

Stoke Therapeutics, Inc. is a clinical-stage biotechnology company developing innovative RNA-targeted therapies for severe rare genetic diseases. Its lead candidates address unmet needs for Dravet syndrome, a rare epilepsy, and other neurological monogenic disorders, serving patients across North America and global markets.

IDYA vs STOK — Head-to-Head

Bigger by revenue
IDYA
IDYA
1.3× larger
IDYA
$207.8M
$158.6M
STOK
Higher net margin
STOK
STOK
13.8% more per $
STOK
71.2%
57.4%
IDYA
More free cash flow
IDYA
IDYA
$10.5M more FCF
IDYA
$142.2M
$131.7M
STOK

Income Statement — Q3 FY2025 vs Q1 FY2025

Metric
IDYA
IDYA
STOK
STOK
Revenue
$207.8M
$158.6M
Net Profit
$119.2M
$112.9M
Gross Margin
Operating Margin
52.2%
70.2%
Net Margin
57.4%
71.2%
Revenue YoY
3661.1%
Net Profit YoY
330.1%
528.0%
EPS (diluted)
$1.33
$1.90

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
STOK
STOK
Q3 25
$207.8M
Q1 25
$158.6M
Q4 24
$22.6M
Q3 24
$0
Q2 24
$0
Q1 24
$0
Q2 23
$-2.5M
Q3 22
$29.7M
Net Profit
IDYA
IDYA
STOK
STOK
Q3 25
$119.2M
Q1 25
$112.9M
Q4 24
$-10.5M
Q3 24
$-51.8M
Q2 24
$-52.8M
Q1 24
$-39.6M
Q2 23
$-30.7M
Q3 22
$1.6M
Operating Margin
IDYA
IDYA
STOK
STOK
Q3 25
52.2%
Q1 25
70.2%
Q4 24
-60.4%
Q3 24
Q2 24
Q1 24
Q2 23
1340.7%
Q3 22
2.2%
Net Margin
IDYA
IDYA
STOK
STOK
Q3 25
57.4%
Q1 25
71.2%
Q4 24
-46.4%
Q3 24
Q2 24
Q1 24
Q2 23
1235.6%
Q3 22
5.4%
EPS (diluted)
IDYA
IDYA
STOK
STOK
Q3 25
$1.33
Q1 25
$1.90
Q4 24
$-0.15
Q3 24
$-0.60
Q2 24
$-0.68
Q1 24
$-0.53
Q2 23
$-0.69
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
STOK
STOK
Cash + ST InvestmentsLiquidity on hand
$786.9M
$274.8M
Total DebtLower is stronger
Stockholders' EquityBook value
$1.1B
$350.1M
Total Assets
$1.2B
$406.9M
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
IDYA
IDYA
STOK
STOK
Q3 25
$786.9M
Q1 25
$274.8M
Q4 24
$128.0M
Q3 24
$920.0M
Q2 24
$701.7M
Q1 24
$698.8M
Q2 23
$192.1M
Q3 22
$386.2M
Stockholders' Equity
IDYA
IDYA
STOK
STOK
Q3 25
$1.1B
Q1 25
$350.1M
Q4 24
$229.0M
Q3 24
$1.2B
Q2 24
$931.7M
Q1 24
$935.3M
Q2 23
$190.2M
Q3 22
$368.8M
Total Assets
IDYA
IDYA
STOK
STOK
Q3 25
$1.2B
Q1 25
$406.9M
Q4 24
$271.6M
Q3 24
$1.2B
Q2 24
$973.7M
Q1 24
$961.5M
Q2 23
$256.9M
Q3 22
$410.9M

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
STOK
STOK
Operating Cash FlowLast quarter
$142.2M
$131.8M
Free Cash FlowOCF − Capex
$142.2M
$131.7M
FCF MarginFCF / Revenue
68.4%
83.0%
Capex IntensityCapex / Revenue
0.0%
0.1%
Cash ConversionOCF / Net Profit
1.19×
1.17×
TTM Free Cash FlowTrailing 4 quarters
$13.5M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
IDYA
IDYA
STOK
STOK
Q3 25
$142.2M
Q1 25
$131.8M
Q4 24
$-23.2M
Q3 24
$-49.2M
Q2 24
$-32.9M
Q1 24
$-43.8M
Q2 23
$-21.8M
Q3 22
$-24.2M
Free Cash Flow
IDYA
IDYA
STOK
STOK
Q3 25
$142.2M
Q1 25
$131.7M
Q4 24
$-23.2M
Q3 24
$-49.7M
Q2 24
$-33.9M
Q1 24
$-45.1M
Q2 23
$-22.6M
Q3 22
$-25.3M
FCF Margin
IDYA
IDYA
STOK
STOK
Q3 25
68.4%
Q1 25
83.0%
Q4 24
-102.7%
Q3 24
Q2 24
Q1 24
Q2 23
912.5%
Q3 22
-85.1%
Capex Intensity
IDYA
IDYA
STOK
STOK
Q3 25
0.0%
Q1 25
0.1%
Q4 24
0.2%
Q3 24
Q2 24
Q1 24
Q2 23
-33.8%
Q3 22
3.7%
Cash Conversion
IDYA
IDYA
STOK
STOK
Q3 25
1.19×
Q1 25
1.17×
Q4 24
Q3 24
Q2 24
Q1 24
Q2 23
Q3 22
-14.96×

Financial Flow Comparison

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

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