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Side-by-side financial comparison of IDEAYA Biosciences, Inc. (IDYA) and Victory Capital Holdings, Inc. (VCTR). Click either name above to swap in a different company.

Victory Capital Holdings, Inc. is the larger business by last-quarter revenue ($374.1M vs $207.8M, roughly 1.8× IDEAYA Biosciences, Inc.). IDEAYA Biosciences, Inc. runs the higher net margin — 57.4% vs 30.2%, a 27.2% gap on every dollar of revenue. Victory Capital Holdings, Inc. produced more free cash flow last quarter ($144.5M vs $142.2M).

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.

Victory Capital Holdings, Inc. is an American financial services company headquartered in San Antonio, Texas that focuses on investment management. Outside the US, it also has investment professionals in London, Hong Kong and Singapore.

IDYA vs VCTR — Head-to-Head

Bigger by revenue
VCTR
VCTR
1.8× larger
VCTR
$374.1M
$207.8M
IDYA
Higher net margin
IDYA
IDYA
27.2% more per $
IDYA
57.4%
30.2%
VCTR
More free cash flow
VCTR
VCTR
$2.3M more FCF
VCTR
$144.5M
$142.2M
IDYA

Income Statement — Q3 FY2025 vs Q4 FY2025

Metric
IDYA
IDYA
VCTR
VCTR
Revenue
$207.8M
$374.1M
Net Profit
$119.2M
$112.8M
Gross Margin
Operating Margin
52.2%
40.9%
Net Margin
57.4%
30.2%
Revenue YoY
61.0%
Net Profit YoY
330.1%
46.6%
EPS (diluted)
$1.33
$1.33

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
VCTR
VCTR
Q4 25
$374.1M
Q3 25
$207.8M
$361.2M
Q2 25
$351.2M
Q1 25
$219.6M
Q4 24
$232.4M
Q3 24
$0
$225.6M
Q2 24
$0
$219.6M
Q1 24
$0
$215.9M
Net Profit
IDYA
IDYA
VCTR
VCTR
Q4 25
$112.8M
Q3 25
$119.2M
$96.5M
Q2 25
$58.7M
Q1 25
$62.0M
Q4 24
$76.9M
Q3 24
$-51.8M
$82.0M
Q2 24
$-52.8M
$74.3M
Q1 24
$-39.6M
$55.7M
Operating Margin
IDYA
IDYA
VCTR
VCTR
Q4 25
40.9%
Q3 25
52.2%
38.2%
Q2 25
26.8%
Q1 25
42.3%
Q4 24
48.1%
Q3 24
53.3%
Q2 24
50.4%
Q1 24
39.3%
Net Margin
IDYA
IDYA
VCTR
VCTR
Q4 25
30.2%
Q3 25
57.4%
26.7%
Q2 25
16.7%
Q1 25
28.2%
Q4 24
33.1%
Q3 24
36.3%
Q2 24
33.8%
Q1 24
25.8%
EPS (diluted)
IDYA
IDYA
VCTR
VCTR
Q4 25
$1.33
Q3 25
$1.33
$1.11
Q2 25
$0.68
Q1 25
$0.96
Q4 24
$1.18
Q3 24
$-0.60
$1.24
Q2 24
$-0.68
$1.12
Q1 24
$-0.53
$0.84

Balance Sheet & Financial Strength

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

Metric
IDYA
IDYA
VCTR
VCTR
Cash + ST InvestmentsLiquidity on hand
$786.9M
$163.7M
Total DebtLower is stronger
$970.0M
Stockholders' EquityBook value
$1.1B
$2.4B
Total Assets
$1.2B
$4.2B
Debt / EquityLower = less leverage
0.40×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
IDYA
IDYA
VCTR
VCTR
Q4 25
$163.7M
Q3 25
$786.9M
$115.7M
Q2 25
$107.9M
Q1 25
$175.6M
Q4 24
$126.7M
Q3 24
$920.0M
$188.2M
Q2 24
$701.7M
$119.0M
Q1 24
$698.8M
$79.9M
Total Debt
IDYA
IDYA
VCTR
VCTR
Q4 25
$970.0M
Q3 25
$972.0M
Q2 25
$965.7M
Q1 25
$964.8M
Q4 24
$963.9M
Q3 24
$982.7M
Q2 24
$981.7M
Q1 24
$990.2M
Stockholders' Equity
IDYA
IDYA
VCTR
VCTR
Q4 25
$2.4B
Q3 25
$1.1B
$2.4B
Q2 25
$2.5B
Q1 25
$1.1B
Q4 24
$1.1B
Q3 24
$1.2B
$1.2B
Q2 24
$931.7M
$1.1B
Q1 24
$935.3M
$1.1B
Total Assets
IDYA
IDYA
VCTR
VCTR
Q4 25
$4.2B
Q3 25
$1.2B
$4.2B
Q2 25
$4.2B
Q1 25
$2.6B
Q4 24
$2.5B
Q3 24
$1.2B
$2.6B
Q2 24
$973.7M
$2.5B
Q1 24
$961.5M
$2.5B
Debt / Equity
IDYA
IDYA
VCTR
VCTR
Q4 25
0.40×
Q3 25
0.41×
Q2 25
0.39×
Q1 25
0.84×
Q4 24
0.86×
Q3 24
0.84×
Q2 24
0.87×
Q1 24
0.92×

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
VCTR
VCTR
Operating Cash FlowLast quarter
$142.2M
$145.1M
Free Cash FlowOCF − Capex
$142.2M
$144.5M
FCF MarginFCF / Revenue
68.4%
38.6%
Capex IntensityCapex / Revenue
0.0%
0.2%
Cash ConversionOCF / Net Profit
1.19×
1.29×
TTM Free Cash FlowTrailing 4 quarters
$13.5M
$381.3M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
IDYA
IDYA
VCTR
VCTR
Q4 25
$145.1M
Q3 25
$142.2M
$165.9M
Q2 25
$-6.6M
Q1 25
$81.1M
Q4 24
$91.8M
Q3 24
$-49.2M
$99.8M
Q2 24
$-32.9M
$79.7M
Q1 24
$-43.8M
$68.7M
Free Cash Flow
IDYA
IDYA
VCTR
VCTR
Q4 25
$144.5M
Q3 25
$142.2M
$164.8M
Q2 25
$-7.5M
Q1 25
$79.5M
Q4 24
$91.7M
Q3 24
$-49.7M
$99.4M
Q2 24
$-33.9M
$79.5M
Q1 24
$-45.1M
$68.2M
FCF Margin
IDYA
IDYA
VCTR
VCTR
Q4 25
38.6%
Q3 25
68.4%
45.6%
Q2 25
-2.1%
Q1 25
36.2%
Q4 24
39.4%
Q3 24
44.0%
Q2 24
36.2%
Q1 24
31.6%
Capex Intensity
IDYA
IDYA
VCTR
VCTR
Q4 25
0.2%
Q3 25
0.0%
0.3%
Q2 25
0.3%
Q1 25
0.7%
Q4 24
0.1%
Q3 24
0.2%
Q2 24
0.1%
Q1 24
0.2%
Cash Conversion
IDYA
IDYA
VCTR
VCTR
Q4 25
1.29×
Q3 25
1.19×
1.72×
Q2 25
-0.11×
Q1 25
1.31×
Q4 24
1.19×
Q3 24
1.22×
Q2 24
1.07×
Q1 24
1.23×

Financial Flow Comparison

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

Revenue Breakdown by Segment

IDYA
IDYA

Segment breakdown not available.

VCTR
VCTR

Investment Management Fees$301.4M81%
Fund Administration And Distribution Fees$72.8M19%

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