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

Clear Secure, Inc. is the larger business by last-quarter revenue ($240.8M vs $207.8M, roughly 1.2× IDEAYA Biosciences, Inc.). IDEAYA Biosciences, Inc. runs the higher net margin — 57.4% vs 12.8%, a 44.6% gap on every dollar of revenue. Clear Secure, Inc. produced more free cash flow last quarter ($187.4M 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.

Clear Secure, Inc. is an American technology company that operates biometric travel document verification systems at some major airports and stadiums. It was founded in 2003, but shut down in 2009 after filing for bankruptcy. It was relaunched in 2012 and went public in 2021.

IDYA vs YOU — Head-to-Head

Bigger by revenue
YOU
YOU
1.2× larger
YOU
$240.8M
$207.8M
IDYA
Higher net margin
IDYA
IDYA
44.6% more per $
IDYA
57.4%
12.8%
YOU
More free cash flow
YOU
YOU
$45.2M more FCF
YOU
$187.4M
$142.2M
IDYA

Income Statement — Q3 FY2025 vs Q4 FY2025

Metric
IDYA
IDYA
YOU
YOU
Revenue
$207.8M
$240.8M
Net Profit
$119.2M
$30.8M
Gross Margin
Operating Margin
52.2%
22.4%
Net Margin
57.4%
12.8%
Revenue YoY
16.7%
Net Profit YoY
330.1%
-70.2%
EPS (diluted)
$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
YOU
YOU
Q4 25
$240.8M
Q3 25
$207.8M
$229.2M
Q2 25
$219.5M
Q1 25
$211.4M
Q4 24
$206.3M
Q3 24
$0
$198.4M
Q2 24
$0
$186.7M
Q1 24
$0
$179.0M
Net Profit
IDYA
IDYA
YOU
YOU
Q4 25
$30.8M
Q3 25
$119.2M
$28.3M
Q2 25
$24.7M
Q1 25
$25.4M
Q4 24
$103.3M
Q3 24
$-51.8M
$23.5M
Q2 24
$-52.8M
$24.1M
Q1 24
$-39.6M
$18.8M
Operating Margin
IDYA
IDYA
YOU
YOU
Q4 25
22.4%
Q3 25
52.2%
23.0%
Q2 25
19.4%
Q1 25
17.7%
Q4 24
16.5%
Q3 24
17.7%
Q2 24
16.2%
Q1 24
13.2%
Net Margin
IDYA
IDYA
YOU
YOU
Q4 25
12.8%
Q3 25
57.4%
12.3%
Q2 25
11.3%
Q1 25
12.0%
Q4 24
50.1%
Q3 24
11.8%
Q2 24
12.9%
Q1 24
10.5%
EPS (diluted)
IDYA
IDYA
YOU
YOU
Q4 25
Q3 25
$1.33
Q2 25
Q1 25
Q4 24
Q3 24
$-0.60
Q2 24
$-0.68
Q1 24
$-0.53

Balance Sheet & Financial Strength

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

Metric
IDYA
IDYA
YOU
YOU
Cash + ST InvestmentsLiquidity on hand
$786.9M
$85.7M
Total DebtLower is stronger
Stockholders' EquityBook value
$1.1B
$177.7M
Total Assets
$1.2B
$1.3B
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
IDYA
IDYA
YOU
YOU
Q4 25
$85.7M
Q3 25
$786.9M
$75.8M
Q2 25
$89.3M
Q1 25
$87.6M
Q4 24
$66.9M
Q3 24
$920.0M
$32.9M
Q2 24
$701.7M
$39.1M
Q1 24
$698.8M
$64.1M
Stockholders' Equity
IDYA
IDYA
YOU
YOU
Q4 25
$177.7M
Q3 25
$1.1B
$148.6M
Q2 25
$121.3M
Q1 25
$116.7M
Q4 24
$198.4M
Q3 24
$1.2B
$129.0M
Q2 24
$931.7M
$153.5M
Q1 24
$935.3M
$165.9M
Total Assets
IDYA
IDYA
YOU
YOU
Q4 25
$1.3B
Q3 25
$1.2B
$1.1B
Q2 25
$1.2B
Q1 25
$1.1B
Q4 24
$1.2B
Q3 24
$1.2B
$858.6M
Q2 24
$973.7M
$982.4M
Q1 24
$961.5M
$1.0B

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
YOU
YOU
Operating Cash FlowLast quarter
$142.2M
$198.4M
Free Cash FlowOCF − Capex
$142.2M
$187.4M
FCF MarginFCF / Revenue
68.4%
77.8%
Capex IntensityCapex / Revenue
0.0%
4.6%
Cash ConversionOCF / Net Profit
1.19×
6.45×
TTM Free Cash FlowTrailing 4 quarters
$13.5M
$343.1M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
IDYA
IDYA
YOU
YOU
Q4 25
$198.4M
Q3 25
$142.2M
$-47.3M
Q2 25
$123.0M
Q1 25
$98.3M
Q4 24
$136.6M
Q3 24
$-49.2M
$-35.9M
Q2 24
$-32.9M
$114.6M
Q1 24
$-43.8M
$80.3M
Free Cash Flow
IDYA
IDYA
YOU
YOU
Q4 25
$187.4M
Q3 25
$142.2M
$-53.5M
Q2 25
$117.9M
Q1 25
$91.3M
Q4 24
$133.9M
Q3 24
$-49.7M
$-37.9M
Q2 24
$-33.9M
$110.1M
Q1 24
$-45.1M
$77.6M
FCF Margin
IDYA
IDYA
YOU
YOU
Q4 25
77.8%
Q3 25
68.4%
-23.3%
Q2 25
53.7%
Q1 25
43.2%
Q4 24
64.9%
Q3 24
-19.1%
Q2 24
59.0%
Q1 24
43.3%
Capex Intensity
IDYA
IDYA
YOU
YOU
Q4 25
4.6%
Q3 25
0.0%
2.7%
Q2 25
2.3%
Q1 25
3.4%
Q4 24
1.3%
Q3 24
1.0%
Q2 24
2.4%
Q1 24
1.6%
Cash Conversion
IDYA
IDYA
YOU
YOU
Q4 25
6.45×
Q3 25
1.19×
-1.67×
Q2 25
4.97×
Q1 25
3.87×
Q4 24
1.32×
Q3 24
-1.53×
Q2 24
4.75×
Q1 24
4.27×

Financial Flow Comparison

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

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