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Side-by-side financial comparison of IDEAYA Biosciences, Inc. (IDYA) and SMITH & WESSON BRANDS, INC. (SWBI). Click either name above to swap in a different company.

IDEAYA Biosciences, Inc. is the larger business by last-quarter revenue ($207.8M vs $124.7M, roughly 1.7× SMITH & WESSON BRANDS, INC.). IDEAYA Biosciences, Inc. runs the higher net margin — 57.4% vs 1.5%, a 55.8% gap on every dollar of revenue. IDEAYA Biosciences, Inc. produced more free cash flow last quarter ($142.2M vs $16.3M).

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.

Smith & Wesson Brands, Inc. (S&W) is an American firearm manufacturer headquartered in Maryville, Tennessee, United States.

IDYA vs SWBI — Head-to-Head

Bigger by revenue
IDYA
IDYA
1.7× larger
IDYA
$207.8M
$124.7M
SWBI
Higher net margin
IDYA
IDYA
55.8% more per $
IDYA
57.4%
1.5%
SWBI
More free cash flow
IDYA
IDYA
$125.9M more FCF
IDYA
$142.2M
$16.3M
SWBI

Income Statement — Q3 FY2025 vs Q2 FY2026

Metric
IDYA
IDYA
SWBI
SWBI
Revenue
$207.8M
$124.7M
Net Profit
$119.2M
$1.9M
Gross Margin
24.3%
Operating Margin
52.2%
3.3%
Net Margin
57.4%
1.5%
Revenue YoY
-3.9%
Net Profit YoY
330.1%
-53.6%
EPS (diluted)
$1.33
$0.04

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
SWBI
SWBI
Q4 25
$124.7M
Q3 25
$207.8M
$85.1M
Q2 25
$140.8M
Q1 25
$115.9M
Q4 24
$129.7M
Q3 24
$0
$88.3M
Q2 24
$0
$159.1M
Q1 24
$0
$137.5M
Net Profit
IDYA
IDYA
SWBI
SWBI
Q4 25
$1.9M
Q3 25
$119.2M
$-3.4M
Q2 25
$8.6M
Q1 25
$2.1M
Q4 24
$4.5M
Q3 24
$-51.8M
$-1.9M
Q2 24
$-52.8M
$27.9M
Q1 24
$-39.6M
$7.9M
Gross Margin
IDYA
IDYA
SWBI
SWBI
Q4 25
24.3%
Q3 25
25.9%
Q2 25
28.8%
Q1 25
24.1%
Q4 24
26.6%
Q3 24
27.4%
Q2 24
35.5%
Q1 24
28.7%
Operating Margin
IDYA
IDYA
SWBI
SWBI
Q4 25
3.3%
Q3 25
52.2%
-3.5%
Q2 25
9.3%
Q1 25
4.1%
Q4 24
5.8%
Q3 24
-1.7%
Q2 24
17.4%
Q1 24
8.2%
Net Margin
IDYA
IDYA
SWBI
SWBI
Q4 25
1.5%
Q3 25
57.4%
-4.0%
Q2 25
6.1%
Q1 25
1.8%
Q4 24
3.5%
Q3 24
-2.1%
Q2 24
17.5%
Q1 24
5.7%
EPS (diluted)
IDYA
IDYA
SWBI
SWBI
Q4 25
$0.04
Q3 25
$1.33
$-0.08
Q2 25
$0.19
Q1 25
$0.05
Q4 24
$0.10
Q3 24
$-0.60
$-0.04
Q2 24
$-0.68
$0.60
Q1 24
$-0.53
$0.17

Balance Sheet & Financial Strength

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

Metric
IDYA
IDYA
SWBI
SWBI
Cash + ST InvestmentsLiquidity on hand
$786.9M
$22.4M
Total DebtLower is stronger
Stockholders' EquityBook value
$1.1B
$363.2M
Total Assets
$1.2B
$548.6M
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
IDYA
IDYA
SWBI
SWBI
Q4 25
$22.4M
Q3 25
$786.9M
$18.0M
Q2 25
$25.2M
Q1 25
$26.7M
Q4 24
$39.1M
Q3 24
$920.0M
$35.5M
Q2 24
$701.7M
$60.8M
Q1 24
$698.8M
$47.4M
Stockholders' Equity
IDYA
IDYA
SWBI
SWBI
Q4 25
$363.2M
Q3 25
$1.1B
$364.4M
Q2 25
$372.5M
Q1 25
$366.9M
Q4 24
$371.5M
Q3 24
$1.2B
$380.0M
Q2 24
$931.7M
$399.9M
Q1 24
$935.3M
$376.4M
Total Assets
IDYA
IDYA
SWBI
SWBI
Q4 25
$548.6M
Q3 25
$1.2B
$554.6M
Q2 25
$559.6M
Q1 25
$578.9M
Q4 24
$587.4M
Q3 24
$1.2B
$571.3M
Q2 24
$973.7M
$577.4M
Q1 24
$961.5M
$570.6M

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
SWBI
SWBI
Operating Cash FlowLast quarter
$142.2M
$27.3M
Free Cash FlowOCF − Capex
$142.2M
$16.3M
FCF MarginFCF / Revenue
68.4%
13.1%
Capex IntensityCapex / Revenue
0.0%
8.8%
Cash ConversionOCF / Net Profit
1.19×
14.22×
TTM Free Cash FlowTrailing 4 quarters
$13.5M
$21.3M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
IDYA
IDYA
SWBI
SWBI
Q4 25
$27.3M
Q3 25
$142.2M
$-8.1M
Q2 25
$40.8M
Q1 25
$-9.8M
Q4 24
$-7.4M
Q3 24
$-49.2M
$-30.8M
Q2 24
$-32.9M
$43.7M
Q1 24
$-43.8M
$25.2M
Free Cash Flow
IDYA
IDYA
SWBI
SWBI
Q4 25
$16.3M
Q3 25
$142.2M
$-12.4M
Q2 25
$33.5M
Q1 25
$-16.1M
Q4 24
$-10.7M
Q3 24
$-49.7M
$-35.5M
Q2 24
$-33.9M
$38.2M
Q1 24
$-45.1M
$7.0M
FCF Margin
IDYA
IDYA
SWBI
SWBI
Q4 25
13.1%
Q3 25
68.4%
-14.6%
Q2 25
23.8%
Q1 25
-13.9%
Q4 24
-8.3%
Q3 24
-40.2%
Q2 24
24.0%
Q1 24
5.1%
Capex Intensity
IDYA
IDYA
SWBI
SWBI
Q4 25
8.8%
Q3 25
0.0%
5.0%
Q2 25
5.2%
Q1 25
5.4%
Q4 24
2.5%
Q3 24
5.3%
Q2 24
3.5%
Q1 24
13.2%
Cash Conversion
IDYA
IDYA
SWBI
SWBI
Q4 25
14.22×
Q3 25
1.19×
Q2 25
4.73×
Q1 25
-4.68×
Q4 24
-1.63×
Q3 24
Q2 24
1.57×
Q1 24
3.20×

Financial Flow Comparison

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

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