Ideaya Biosciences Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Ideaya Biosciences Inc (IDYA) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Ideaya Biosciences Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 37M vs 88,451M combined for its competitors (0.0% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+12.1% annualized vs trailing 12 months), vs accelerating (+10.8%) for its tracked peer group.
- Growth: Ideaya Biosciences Inc generated -95.1% revenue growth year over year in Q3 2026, vs 17.3% for its competitors combined.
- Profitability: Its -1,227.8% net margin compares with 30.0% for the peer group.
- Scale: Ideaya Biosciences Inc ranks #83 of 545 companies by market capitalization in the Major Pharmaceutical Preparations industry, holding 0.0% of industry market cap.
- Peer revenue share: Ideaya Biosciences Inc accounted for 0.0% of combined revenue among its tracked peer group, down from 1.0% a year earlier.
- Peer differentiation: Revenue per employee of $0.25M compares with $1.28M for the peer group (0.2x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
IDYA Sales vs. its Competitors, Q3 2026
Ideaya Biosciences Inc reported revenue contraction of 95.07 % year on year in Q3 2026, below its competitors' combined revenue growth of 17.30 %.
With a net margin of -1,227.78 %, Ideaya Biosciences Inc reported lower profitability than its competitors (29.99 %).
Ideaya Biosciences Inc generated 0.04 % of the combined sales of its peer group, down from 0.99 % a year earlier.
API endpoints for this dataset
Ideaya Biosciences Inc vs. its Competitors, Q3 2026
Revenue growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in Ideaya Biosciences Inc reports; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Ideaya Biosciences Inc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Ideaya Biosciences Inc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (1) | $12,345M | +12.3% · Accelerating |
| Similar-Size Competitors (7) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Ideaya Biosciences Inc's competitor groups requires a Commercial License.
For context: the Major Pharmaceutical Preparations industry grew revenue 8.9% year over year, combined, vs -95.1% for Ideaya Biosciences Inc. Ideaya Biosciences Inc's share of combined industry revenue moved from 0.04% to 0.00%, a loss of 0.04 percentage points.
Ideaya Biosciences Inc's Competitor Quality Breadth
Group definitions: see Methodology: Performance Group Definitions.
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Ideaya Biosciences Inc | - | - | - | Yes |
| Competitors combined (71) | ||||
| High-Confidence Competitors (1) | - | |||
| Similar-Size Competitors (10) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
IDYA Stock Performance relative to its Competitors
IDYA Stock Performance relative to High-Confidence Competitors
IDYA Stock Performance relative to Similar-Size Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Adlai Nortye Ltd | 282.9% | Outperformed |
| 2 | Iovance Biotherapeutics inc | 282.9% | Outperformed |
| 3 | Spyre Therapeutics Inc | 282.9% | Outperformed |
| 4 | Prelude Therapeutics Inc | 282.9% | Outperformed |
| 5 | Enliven Therapeutics Inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Ideaya Biosciences Inc's best-performing competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Ideaya Biosciences Inc's Comment on Competition and Industry Peers
Publicly Traded Peers of Ideaya Biosciences Inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
 Ideaya Biosciences Inc |
3,215.98 | 36.54 |
 Beone Medicines Ltd |
612,622.08 | 6,128.24 |
 Vertex Pharmaceuticals Inc |
139,617.37 | 12,951.60 |
 Bristol myers Squibb Company |
127,573.42 | 50,033.00 |
 Regeneron Pharmaceuticals Inc |
95,499.36 | 16,896.20 |
 Zai Lab Limited |
28,339.07 | 449.61 |
| SUBTOTAL | 1,154,567.78 | 101,159.58 |
Sign in to see all competitors of Ideaya Biosciences Inc .
Sources: see Methodology: Peer & Competitor Identification, Sourcing.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Ideaya Biosciences Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Ideaya Biosciences Inc's Competitors Named by the Company
Competitive relationships identified from Ideaya Biosciences Inc reports and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Servier Pharmaceuticals, LLC | Company report | 85% |
| Agios Pharmaceuticals | Company report | 85% |
| Repare Therapeutics Inc | Company report | 85% |
| Bristol myers Squibb Company | Company report | 85% |
| Kura Oncology Inc | Company report | 85% |
| Nuvalent Inc | Company report | 85% |
| Adc Therapeutics Sa | Company report | 85% |
Company report basis, confidence, active dates and source counts for Ideaya Biosciences Inc's named competitors require a Commercial License.
Methodology: see Methodology: Peer & Competitor Identification, Sourcing.
Ideaya Biosciences Inc's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Vertex Pharmaceuticals Inc | Pharmaceuticals 100.00 % |
| Hutchmed china Limited | Other Ventures segment 47.94 % |
| Madrigal Pharmaceuticals Inc | Reportable 100.00 % |
| Protagonist Therapeutics inc | Single reportable segment 100.00 % |
| Blueprint Medicines Corporation | Single Reportable Segment 100.00 % |
Source: operating segment revenue as reported in each company's reports (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
Sign in to see all peers for Ideaya Biosciences Inc .
Ideaya Biosciences Inc's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Ideaya Biosciences Inc | 3,216 | 251,966 | -2,896,641 |
| Beone Medicines Ltd | 612,622 | 510,686 | 54,642 |
| Vertex Pharmaceuticals Inc | 139,617 | 31,979,259 | 9,817,037 |
| Bristol myers Squibb Company | 127,573 | 1,539,477 | 284,338 |
| Regeneron Pharmaceuticals Inc | 95,499 | 1,096,444 | 312,615 |
| Zai Lab Limited | 28,339 | 252,026 | -105,501 |
| PEERS TOTAL | 1,151,352 | 1,284,706 | 206,211 |
Sign in to see all peers for Ideaya Biosciences Inc .
Ideaya Biosciences Inc's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent report. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Beone Medicines Ltd | United States 54.39 % |
| Vertex Pharmaceuticals Inc | United States 63.04 % |
| Bristol myers Squibb Company | United States 69.43 % |
| Hutchmed china Limited | CN 74.28 % |
| Iovance Biotherapeutics inc | US 98.66 % |
Source: revenue geography as reported in each company's reports (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
Sign in to see all peers for Ideaya Biosciences Inc .
Ideaya Biosciences Inc's Position in Industry Market Structure
Market-capitalization share and concentration across all 495 companies in Ideaya Biosciences Inc's industry classification, broader than the peer set above. Market cap in millions of $.Ideaya Biosciences Inc ranks #83 of 495 companies by market capitalization in its industry, holding 0.05 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 875, indicating a unconcentrated market structure (see Methodology: Market Structure & Concentration).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Eli Lilly And Company | 1,210,070 | 20.69 % |
| 2 | Johnson and Johnson | 674,004 | 11.53 % |
| 3 | Beone Medicines Ltd | 612,622 | 10.48 % |
| 4 | Abbvie Inc | 515,910 | 8.82 % |
| 5 | Merck and Co Inc | 1,234 | 5.2% |
| 6 | Novartis Ag | 1,234 | 5.2% |
| 7 | Abbott Laboratories | 1,234 | 5.2% |
| 8 | Novo Nordisk A | 1,234 | 5.2% |
| 9 | Pfizer Inc | 1,234 | 5.2% |
| 10 | Astrazeneca Plc | 1,234 | 5.2% |
| 83 | Ideaya Biosciences Inc | 2,876 | 0.05 % |
Market cap and industry share for the rest of Ideaya Biosciences Inc's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-11-06.
Ideaya Biosciences Inc's Same-Size Peers & Stock Performance
Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.| Rank | Company | Market Cap | TTM Return |
|---|---|---|---|
| 78 | Gossamer Bio Inc | 3,212 | 303.38 % |
| 79 | Viking Therapeutics Inc | 3,120 | -29.72 % |
| 80 | Bausch Health Companies Inc | 3,093 | 18.30 % |
| 81 | Disc Medicine Inc | 3,053 | -11.06 % |
| 82 | Dyne Therapeutics Inc | 1,234 | 12.3% |
| 83 | Ideaya Biosciences Inc | 2,876 | 4.65 % |
| 84 | Silence Therapeutics Plc | 1,234 | 12.3% |
| 85 | Xencor Inc | 1,234 | 12.3% |
| 86 | Xeris Biopharma Holdings Inc | 1,234 | 12.3% |
| 87 | Palvella Therapeutics Inc | 1,234 | 12.3% |
| 88 | Mbx Biosciences Inc | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of Ideaya Biosciences Inc's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-11-06. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
Ideaya Biosciences Inc's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Major Pharmaceutical Preparations industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (444 companies). See the full Major Pharmaceutical Preparations industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 0.00 % | 37.99 % (avg) | -38.0 pp |
| Operating Margin | - | industry median | - |
| EBITDA Margin | - | -6.20 % (avg) | - |
| Capital Intensity (Capex / Revenue) | 6.68 % | 7.59 % (avg) | -0.9 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Ideaya Biosciences Inc's Valuation vs Competitive Position
Valuation multiples vs the Major Pharmaceutical Preparations industry average (444 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns. See the full Major Pharmaceutical Preparations industry valuation benchmarks.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | - | 26.6x | - |
| EV / EBITDA | - | 15.9x | - |
| P/B | 3.7x | 4.3x | -0.6x |
| Return on Equity | -39.52 % | industry aggregate | -64.71 % |
| Return on Invested Capital | -21.30 % | -9.82 % (avg) | -11.48 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Ideaya Biosciences Inc's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in company reports.| Metric | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|
| Revenue Growth | - | - | - | 82.28 % | -54.08 % | - | - |
| Operating Margin | - | - | -179.91 % | -122.72 % | - | - | - |
| Return on Invested Capital | - | -9.79 % | -8.42 % | -9.61 % | -13.68 % | -15.85 % | -7.60 % |
| P/E | - | - | - | - | - | - | - |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Ideaya Biosciences Inc's BCG Growth-Share Matrix
See Methodology: BCG Growth-Share Matrix for how relative share and growth are calculated and thresholded.
Ideaya Biosciences Inc falls in the Dog quadrant: relative market share of 0.00x vs its largest competitor, in an industry growing revenue 8.1% (median, trailing 12 months).
Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution.
Ideaya Biosciences Inc's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | High | Industry HHI of 875 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | Moderate, in line with the industry | Capital intensity (capex / revenue) of 6.68 % vs industry average 7.59 % (see Profitability & Cost Structure above) |
Note: see Methodology: Porter's Five Forces. Supplier power and buyer power are covered on Ideaya Biosciences Inc's dedicated Suppliers and Customers pages, not here.
Ideaya Biosciences Inc's Industry Attractiveness & Competitive Strength
See Methodology: GE/McKinsey Matrix for how the two axes are built.
Ideaya Biosciences Inc falls in the Low attractiveness / Low strength cell: Harvest / Divest.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Ideaya Biosciences Inc's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Latest-quarter revenue run-rate is accelerating (+12.1% annualized vs trailing 12 months).
Weaknesses
- Return on equity 64.7 points below the industry aggregate.
- Underperforming the U.S.A. 500 over the trailing 12 months.
- Low relative market share vs the industry leader (0.00x).
- Piotroski F-Score of 2 or below, the standard financial-distress signal.
Opportunities
- A meaningful share of competitors (52.20 %) show financial-distress signals, a possible opening to gain share.
Threats
No rule matched.
Methodology: see Methodology: SWOT Analysis.
Ideaya Biosciences Inc's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Ideaya Biosciences Inc | 2.66 | 10.24 | - |
| Beone Medicines Ltd | 2.30 | 3.16 | 0.23 |
| Vertex Pharmaceuticals Inc | 1.30 | 2.83 | 0.06 |
| Bristol myers Squibb Company | 0.48 | 1.44 | 2.12 |
| Regeneron Pharmaceuticals Inc | 0.58 | 3.56 | 0.06 |
| Zai Lab Limited | 1.66 | 2.45 | 0.31 |
Sign in to see all peers for Ideaya Biosciences Inc .
Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Ideaya Biosciences Inc's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Ideaya Biosciences Inc | Q3 2026 | -95.1 % | - |
| Beone Medicines Ltd | Q2 2026 | +29.7 % | +151.3 % |
| Vertex Pharmaceuticals Inc | Q3 2026 | +11.8 % | -39.6 % |
| Bristol myers Squibb Company | Q3 2026 | +6.9 % | -1.5 % |
| Regeneron Pharmaceuticals Inc | Q3 2026 | +36.3 % | +33.5 % |
| Zai Lab Limited | Q2 2026 | -3.3 % | - |
| PEERS TOTAL | +19.5 % | +95.8 % |
Sign in to see all peers for Ideaya Biosciences Inc .
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Ideaya Biosciences Inc's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Ideaya Biosciences Inc | Q3 2026 | - | +550.0 % |
| Beone Medicines Ltd | Q2 2026 | +6.4 % | -57.0 % |
| Vertex Pharmaceuticals Inc | Q3 2026 | +26.8 % | -4.4 % |
| Bristol myers Squibb Company | Q3 2026 | +20.7 % | +7.5 % |
| Regeneron Pharmaceuticals Inc | Q3 2026 | +104.1 % | +49.1 % |
| Zai Lab Limited | Q2 2026 | +12.0 % | -53.5 % |
Sign in to see all peers for Ideaya Biosciences Inc .
Ideaya Biosciences Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Ideaya Biosciences Inc | - | - | - |
| Beone Medicines Ltd | 7.82% | 10.32% | 14.24% |
| Vertex Pharmaceuticals Inc | 14.16% | 16.63% | 20.08% |
| Bristol myers Squibb Company | 10.47% | 13.59% | 43.83% |
| Regeneron Pharmaceuticals Inc | 11.50% | 13.00% | 15.07% |
| Zai Lab Limited | - | - | - |
Sign in to see all peers for Ideaya Biosciences Inc .
ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Ideaya Biosciences Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Ideaya Biosciences Inc | - | 88.02 |
| Beone Medicines Ltd | 924.91 | 99.97 |
| Vertex Pharmaceuticals Inc | 35.27 | 10.78 |
| Bristol myers Squibb Company | 13.77 | 2.55 |
| Regeneron Pharmaceuticals Inc | 20.00 | 5.65 |
| Zai Lab Limited | - | 63.03 |
| PEERS AVERAGE | 73.02 | 11.41 |
Sign in to see all peers for Ideaya Biosciences Inc .
P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.