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

TRUPANION, INC. is the larger business by last-quarter revenue ($376.9M vs $207.8M, roughly 1.8× IDEAYA Biosciences, Inc.). IDEAYA Biosciences, Inc. produced more free cash flow last quarter ($142.2M vs $25.3M).

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.

Trupanion, Inc. is a pet insurance provider headquartered in Seattle, Washington. Established in 1998, Trupanion operates across the United States, Canada, Australia, and Puerto Rico. The company offers coverage for pets and is self-underwritten by the American Pet Insurance Company (APIC).

IDYA vs TRUP — Head-to-Head

Bigger by revenue
TRUP
TRUP
1.8× larger
TRUP
$376.9M
$207.8M
IDYA
More free cash flow
IDYA
IDYA
$116.8M more FCF
IDYA
$142.2M
$25.3M
TRUP

Income Statement — Q3 FY2025 vs Q4 FY2025

Metric
IDYA
IDYA
TRUP
TRUP
Revenue
$207.8M
$376.9M
Net Profit
$119.2M
Gross Margin
17.3%
Operating Margin
52.2%
1.9%
Net Margin
57.4%
Revenue YoY
11.7%
Net Profit YoY
330.1%
EPS (diluted)
$1.33
$0.13

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
TRUP
TRUP
Q4 25
$376.9M
Q3 25
$207.8M
$366.9M
Q2 25
$353.6M
Q1 25
$342.0M
Q4 24
$337.3M
Q3 24
$0
$327.5M
Q2 24
$0
$314.8M
Q1 24
$0
$306.1M
Net Profit
IDYA
IDYA
TRUP
TRUP
Q4 25
Q3 25
$119.2M
Q2 25
Q1 25
Q4 24
Q3 24
$-51.8M
Q2 24
$-52.8M
Q1 24
$-39.6M
Gross Margin
IDYA
IDYA
TRUP
TRUP
Q4 25
17.3%
Q3 25
16.4%
Q2 25
15.5%
Q1 25
14.9%
Q4 24
15.7%
Q3 24
15.1%
Q2 24
12.8%
Q1 24
11.8%
Operating Margin
IDYA
IDYA
TRUP
TRUP
Q4 25
1.9%
Q3 25
52.2%
1.6%
Q2 25
0.7%
Q1 25
-0.4%
Q4 24
0.1%
Q3 24
0.5%
Q2 24
-1.7%
Q1 24
-2.0%
Net Margin
IDYA
IDYA
TRUP
TRUP
Q4 25
Q3 25
57.4%
Q2 25
Q1 25
Q4 24
Q3 24
Q2 24
Q1 24
EPS (diluted)
IDYA
IDYA
TRUP
TRUP
Q4 25
$0.13
Q3 25
$1.33
$0.13
Q2 25
$0.22
Q1 25
$-0.03
Q4 24
$0.04
Q3 24
$-0.60
$0.03
Q2 24
$-0.68
$-0.14
Q1 24
$-0.53
$-0.16

Balance Sheet & Financial Strength

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

Metric
IDYA
IDYA
TRUP
TRUP
Cash + ST InvestmentsLiquidity on hand
$786.9M
$370.7M
Total DebtLower is stronger
$101.8M
Stockholders' EquityBook value
$1.1B
$383.9M
Total Assets
$1.2B
$915.0M
Debt / EquityLower = less leverage
0.27×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
IDYA
IDYA
TRUP
TRUP
Q4 25
$370.7M
Q3 25
$786.9M
$348.5M
Q2 25
$319.6M
Q1 25
$321.8M
Q4 24
$307.4M
Q3 24
$920.0M
$293.1M
Q2 24
$701.7M
$277.2M
Q1 24
$698.8M
$275.2M
Total Debt
IDYA
IDYA
TRUP
TRUP
Q4 25
$101.8M
Q3 25
Q2 25
Q1 25
Q4 24
$127.5M
Q3 24
Q2 24
Q1 24
Stockholders' Equity
IDYA
IDYA
TRUP
TRUP
Q4 25
$383.9M
Q3 25
$1.1B
$368.6M
Q2 25
$355.5M
Q1 25
$333.7M
Q4 24
$323.3M
Q3 24
$1.2B
$320.2M
Q2 24
$931.7M
$305.8M
Q1 24
$935.3M
$303.4M
Total Assets
IDYA
IDYA
TRUP
TRUP
Q4 25
$915.0M
Q3 25
$1.2B
$880.2M
Q2 25
$847.8M
Q1 25
$837.2M
Q4 24
$806.9M
Q3 24
$1.2B
$816.1M
Q2 24
$973.7M
$795.9M
Q1 24
$961.5M
$789.5M
Debt / Equity
IDYA
IDYA
TRUP
TRUP
Q4 25
0.27×
Q3 25
Q2 25
Q1 25
Q4 24
0.39×
Q3 24
Q2 24
Q1 24

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
TRUP
TRUP
Operating Cash FlowLast quarter
$142.2M
$29.3M
Free Cash FlowOCF − Capex
$142.2M
$25.3M
FCF MarginFCF / Revenue
68.4%
6.7%
Capex IntensityCapex / Revenue
0.0%
1.0%
Cash ConversionOCF / Net Profit
1.19×
TTM Free Cash FlowTrailing 4 quarters
$13.5M
$75.4M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
IDYA
IDYA
TRUP
TRUP
Q4 25
$29.3M
Q3 25
$142.2M
$29.2M
Q2 25
$15.0M
Q1 25
$16.0M
Q4 24
$23.7M
Q3 24
$-49.2M
$15.3M
Q2 24
$-32.9M
$6.9M
Q1 24
$-43.8M
$2.4M
Free Cash Flow
IDYA
IDYA
TRUP
TRUP
Q4 25
$25.3M
Q3 25
$142.2M
$23.9M
Q2 25
$12.0M
Q1 25
$14.0M
Q4 24
$21.8M
Q3 24
$-49.7M
$13.4M
Q2 24
$-33.9M
$4.0M
Q1 24
$-45.1M
$-631.0K
FCF Margin
IDYA
IDYA
TRUP
TRUP
Q4 25
6.7%
Q3 25
68.4%
6.5%
Q2 25
3.4%
Q1 25
4.1%
Q4 24
6.5%
Q3 24
4.1%
Q2 24
1.3%
Q1 24
-0.2%
Capex Intensity
IDYA
IDYA
TRUP
TRUP
Q4 25
1.0%
Q3 25
0.0%
1.4%
Q2 25
0.8%
Q1 25
0.6%
Q4 24
0.6%
Q3 24
0.6%
Q2 24
0.9%
Q1 24
1.0%
Cash Conversion
IDYA
IDYA
TRUP
TRUP
Q4 25
Q3 25
1.19×
Q2 25
Q1 25
Q4 24
Q3 24
Q2 24
Q1 24

Financial Flow Comparison

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

Revenue Breakdown by Segment

IDYA
IDYA

Segment breakdown not available.

TRUP
TRUP

Subscriptionbusiness$261.4M69%
Other$115.4M31%

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