UTHR vs IDYA vs RARE

For growth investors, IDEAYA Biosciences, Inc.

(IDYA) is the stronger pick with 30. 2% revenue growth year-over-year, versus 10. 6% for United Therapeutics Corporation (UTHR). United Therapeutics Corporation (UTHR) offers the better valuation at 20. 4x trailing P/E (19. 4x forward), making it the more compelling value choice. Analysts rate United Therapeutics Corporation (UTHR) a "Buy" — based on 30 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

Over the past 5 years, United Therapeutics Corporation (UTHR) delivered a total return of +191.

3%, compared to -77. 2% for Ultragenyx Pharmaceutical Inc. (RARE). Over 10 years, the gap is even starker: UTHR returned +410. 0% versus RARE's -59. 4%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), United Therapeutics Corporation (UTHR) is the lower-risk stock at 0.

19β versus Ultragenyx Pharmaceutical Inc. 's 1. 42β — meaning RARE is approximately 640% more volatile than UTHR relative to the S&P 500.

By revenue growth (latest reported year), IDEAYA Biosciences, Inc.

(IDYA) is pulling ahead at 30. 2% versus 10. 6% for United Therapeutics Corporation (UTHR). On earnings-per-share growth, the picture is similar: IDEAYA Biosciences, Inc. grew EPS 61. 9% year-over-year, compared to 7. 3% for Ultragenyx Pharmaceutical Inc.. Over a 3-year CAGR, IDYA leads at 62. 5% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

United Therapeutics Corporation (UTHR) is the more profitable company, earning 41.

9% net margin versus -85. 4% for Ultragenyx Pharmaceutical Inc. — meaning it keeps 41. 9% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: UTHR leads at 46. 9% versus -79. 5% for RARE. At the gross margin level — before operating expenses — IDYA leads at 97. 9%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

Analyst consensus price targets imply the most upside for IDYA: 107.

8% to $58. 67.

None of the stocks in this comparison currently pay a material dividend.

All are effectively zero-yield and should be held for capital appreciation rather than income.

For long-horizon retirement investors, United Therapeutics Corporation (UTHR) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.

19), +410. 0% 10Y return). Both have compounded well over 10 years (UTHR: +410. 0%, RARE: -59. 4%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

Both stocks operate in the Healthcare sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

In terms of investment character: UTHR is a mid-cap quality compounder stock; IDYA is a small-cap high-growth stock; RARE is a small-cap high-growth stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.