ANTX
AN2 Therapeutics, Inc.
Biotechnology
Market Cap$130M
5Y Perf.-68.5%
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IDYA
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Stock Comparison
ANTX vs IDYA
Revenue, margins, valuation, and 5-year total return — side by side.
IDYA
IDEAYA Biosciences, Inc.
Biotechnology
Market Cap$2.55B
5Y Perf.+159.0%
ANTX vs IDYA — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot |  ANTX |  IDYA |
|---|---|---|
| Industry | Biotechnology | Biotechnology |
| Market Cap | $130M | $2.55B |
| Revenue (TTM) | $0.00 | $225M |
| Net Income (TTM) | $-35M | $-140M |
| Gross Margin | — | 99.5% |
| Operating Margin | — | -81.4% |
| Total Debt | $0.00 | $28M |
| Cash & Equiv. | $20M | $113M |
ANTX vs IDYA — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
ANTX
IDYA
| Stock | Mar 22 | Jun 26 | Return |
|---|---|---|---|
| AN2 Therapeutics, I… (ANTX) | 100 | 31.5 | -68.5% |
| IDEAYA Biosciences,… (IDYA) | 100 | 259.0 | +159.0% |
Price return only. Dividends and distributions are not included.
Quick Verdict: ANTX vs IDYA
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: ANTX leads in 3 of 6 categories, making it the strongest pick for profitability and margin quality and capital preservation and lower volatility. IDEAYA Biosciences, Inc. is the stronger pick specifically for growth and revenue expansion and operational efficiency and capital deployment. As sector peers, any of these can serve as alternatives in the same allocation.
🥇ANTX emerged as the overall leader. Track its performance:
ANTX
AN2 Therapeutics, Inc.
The Income Pick
ANTX carries the broadest edge in this set and is the clearest fit for income & stability and sleep-well-at-night.
- Dividend streak 0 yrs, beta 0.42
- Lower volatility, beta 0.42, current ratio 6.87x
- Beta 0.42, current ratio 6.87x
Best for: income & stability and sleep-well-at-night
IDYA
IDEAYA Biosciences, Inc.
The Growth Play
IDYA is the clearest fit if your priority is growth exposure and long-term compounding.
- Rev growth 30.2%, EPS growth 61.9%, 3Y rev CAGR 62.5%
- 159.0% 10Y total return vs ANTX's -39.4%
- 30.2% revenue growth vs ANTX's 189.3%
Best for: growth exposure and long-term compounding
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth |  IDYA | 30.2% revenue growth vs ANTX's 189.3% |
| Quality / Margins |  ANTX | 4.7% margin vs IDYA's -62.2% |
| Stability / Safety | ANTX | Beta 0.42 vs IDYA's 1.25 |
| Dividends | Tie | Neither stock pays a meaningful dividend |
| Momentum (1Y) | ANTX | +319.5% vs IDYA's +30.1% |
| Efficiency (ROA) | IDYA | -12.8% ROA vs ANTX's -47.3%, ROIC -12.4% vs -61.1% |
ANTX vs IDYA — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
FY 2025
ANTX vs IDYA — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLIDYALAGGINGANTX
ANTXAN2 Therapeutics, Inc.
1leads
IDYAIDEAYA Biosciences, I…
3leads
6 Total Categories
CATEGORYLEADERvs ANTXMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
ANTX1/1
Valuation MetricsMultiples, price ratios, and targets
IDYA2/2
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
IDYA6/7
Total Returns1Y, 3Y, 5Y total returns with dividends
IDYA4/6
Risk & VolatilityBeta, volatility, and downside exposure
Tied
—
Analyst OutlookRatings, price targets, and dividends
—
—
Income & Cash Flow (Last 12 Months)
ANTX leads this category, winning 1 of 1 comparable metric.
Income & Cash Flow (Last 12 Months)
IDYA and ANTX operate at a comparable scale, with $225M and $0 in trailing revenue.
| Metric | ANTXAN2 Therapeutics,… | IDYAIDEAYA Bioscience… |
|---|---|---|
| RevenueTrailing 12 months | $0 | $225M |
| EBITDAEarnings before interest/tax | -$37M | -$179M |
| Net IncomeAfter-tax profit | -$35M | -$140M |
| Free Cash FlowCash after capex | -$31M | -$88M |
| Gross MarginGross profit ÷ Revenue | — | +99.5% |
| Operating MarginEBIT ÷ Revenue | — | -81.4% |
| Net MarginNet income ÷ Revenue | — | -62.2% |
| FCF MarginFCF ÷ Revenue | — | -39.0% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | +17.1% | -35.4% |
ANTX leads this category, winning 1 of 1 comparable metric.
Valuation Metrics
IDYA leads this category, winning 2 of 2 comparable metrics.
Valuation Metrics
| Metric | ANTXAN2 Therapeutics,… | IDYAIDEAYA Bioscience… |
|---|---|---|
| Market CapShares × price | $130M | $2.5B |
| Enterprise ValueMkt cap + debt − cash | $110M | $2.5B |
| Trailing P/EPrice ÷ TTM EPS | -4.09x | -22.64x |
| Forward P/EPrice ÷ next-FY EPS est. | — | — |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | — | — |
| Price / SalesMarket cap ÷ Revenue | — | 11.64x |
| Price / BookPrice ÷ Book value/share | 2.70x | 2.51x |
| Price / FCFMarket cap ÷ FCF | — | — |
IDYA leads this category, winning 2 of 2 comparable metrics.
Profitability & Efficiency
IDYA leads this category, winning 6 of 7 comparable metrics.
Profitability & Efficiency
IDYA delivers a -14.0% return on equity — every $100 of shareholder capital generates $-14 in annual profit, vs $-52 for ANTX. On the Piotroski fundamental quality scale (0–9), IDYA scores 4/9 vs ANTX's 1/9, reflecting mixed financial health.
| Metric | ANTXAN2 Therapeutics,… | IDYAIDEAYA Bioscience… |
|---|---|---|
| ROE (TTM)Return on equity | -52.3% | -14.0% |
| ROA (TTM)Return on assets | -47.3% | -12.8% |
| ROICReturn on invested capital | -61.1% | -12.4% |
| ROCEReturn on capital employed | -56.4% | -15.0% |
| Piotroski ScoreFundamental quality 0–9 | 1 | 4 |
| Debt / EquityFinancial leverage | — | 0.03x |
| Net DebtTotal debt minus cash | -$20M | -$85M |
| Cash & Equiv.Liquid assets | $20M | $113M |
| Total DebtShort + long-term debt | $0 | $28M |
| Interest CoverageEBIT ÷ Interest expense | — | — |
IDYA leads this category, winning 6 of 7 comparable metrics.
Total Returns (Dividends Reinvested)
IDYA leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in IDYA five years ago would be worth $13,185 today (with dividends reinvested), compared to $3,078 for ANTX. Over the past 12 months, ANTX leads with a +319.5% total return vs IDYA's +30.1%. The 3-year compound annual growth rate (CAGR) favors IDYA at 4.8% vs ANTX's -13.1% — a key indicator of consistent wealth creation.
| Metric | ANTXAN2 Therapeutics,… | IDYAIDEAYA Bioscience… |
|---|---|---|
| YTD ReturnYear-to-date | +327.0% | -14.4% |
| 1-Year ReturnPast 12 months | +319.5% | +30.1% |
| 3-Year ReturnCumulative with dividends | -34.4% | +15.0% |
| 5-Year ReturnCumulative with dividends | -69.2% | +31.8% |
| 10-Year ReturnCumulative with dividends | -39.4% | +159.0% |
| CAGR (3Y)Annualised 3-year return | -13.1% | +4.8% |
IDYA leads this category, winning 4 of 6 comparable metrics.
Risk & Volatility
Evenly matched — ANTX and IDYA each lead in 1 of 2 comparable metrics.
Risk & Volatility
ANTX is the less volatile stock with a 0.42 beta — it tends to amplify market swings less than IDYA's 1.25 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. IDYA currently trades 73.8% from its 52-week high vs ANTX's 68.6% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ANTXAN2 Therapeutics,… | IDYAIDEAYA Bioscience… |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.42x | 1.25x |
| 52-Week HighHighest price in past year | $6.91 | $39.28 |
| 52-Week LowLowest price in past year | $1.00 | $20.50 |
| % of 52W HighCurrent price vs 52-week peak | +68.6% | +73.8% |
| RSI (14)Momentum oscillator 0–100 | 54.5 | 48.8 |
| Avg Volume (50D)Average daily shares traded | 261K | 1.3M |
Evenly matched — ANTX and IDYA each lead in 1 of 2 comparable metrics.
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Wall Street rates ANTX as "Buy" and IDYA as "Buy". Consensus price targets imply 102.4% upside for IDYA (target: $59) vs 89.9% for ANTX (target: $9).
| Metric | ANTXAN2 Therapeutics,… | IDYAIDEAYA Bioscience… |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $9.00 | $58.67 |
| # AnalystsCovering analysts | 8 | 25 |
| Dividend YieldAnnual dividend ÷ price | — | — |
| Dividend StreakConsecutive years of raises | 0 | — |
| Dividend / ShareAnnual DPS | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% |
Insufficient data to determine a leader in this category.
Key Takeaway
IDYA leads in 3 of 6 categories (Valuation Metrics, Profitability & Efficiency). ANTX leads in 1 (Income & Cash Flow). 1 tied.
Best OverallIDEAYA Biosciences, Inc. (IDYA)Leads 3 of 6 categories
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ANTX vs IDYA: Frequently Asked Questions
8 questions · data-driven answers · updated daily
01Is ANTX or IDYA a better buy right now?
Analysts rate AN2 Therapeutics, Inc.
(ANTX) a "Buy" — based on 8 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.
02Which is the better long-term investment — ANTX or IDYA?
Over the past 5 years, IDEAYA Biosciences, Inc.
(IDYA) delivered a total return of +31. 8%, compared to -69. 2% for AN2 Therapeutics, Inc. (ANTX). Over 10 years, the gap is even starker: IDYA returned +159. 0% versus ANTX's -39. 4%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
03Which is safer — ANTX or IDYA?
By beta (market sensitivity over 5 years), AN2 Therapeutics, Inc.
(ANTX) is the lower-risk stock at 0. 42β versus IDEAYA Biosciences, Inc. 's 1. 25β — meaning IDYA is approximately 197% more volatile than ANTX relative to the S&P 500.
04Which is growing faster — ANTX or IDYA?
On earnings-per-share growth, the picture is similar: IDEAYA Biosciences, Inc.
grew EPS 61. 9% year-over-year, compared to 32. 6% for AN2 Therapeutics, Inc.. 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.
05Which has better profit margins — ANTX or IDYA?
AN2 Therapeutics, Inc.
(ANTX) is the more profitable company, earning 0. 0% net margin versus -52. 0% for IDEAYA Biosciences, Inc. — meaning it keeps 0. 0% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: ANTX leads at 0. 0% versus -72. 8% for IDYA. 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.
06Which pays a better dividend — ANTX or IDYA?
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.
07Is ANTX or IDYA better for a retirement portfolio?
For long-horizon retirement investors, AN2 Therapeutics, Inc.
(ANTX) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 42)). Both have compounded well over 10 years (ANTX: -39. 4%, IDYA: +159. 0%), 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.
08What are the main differences between ANTX and IDYA?
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: ANTX is a small-cap quality compounder stock; IDYA 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.
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