Comprehensive Stock Comparison
Compare IDEAYA Biosciences, Inc. (IDYA) vs Agios Pharmaceuticals, Inc. (AGIO) Stock
Analyze side-by-side fundamentals, valuation, growth, and profitability to decide which stock is the better buy.
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Quick Verdict
| Category | Winner | Why |
|---|---|---|
| Growth | IDYA | 30.2% revenue growth vs AGIO's 48.0% |
| Quality / Margins | IDYA | -52.0% net margin vs AGIO's -9.0% |
| Stability / Safety | AGIO | Beta 0.91 vs IDYA's 1.00 |
| Dividends | Tie | Neither pays a meaningful dividend |
| Momentum (1Y) | IDYA | +56.5% vs AGIO's -14.9% |
| Efficiency (ROA) | IDYA | -10.2% ROA vs AGIO's -29.0%, ROIC -12.4% vs -26.6% |
Who Each Stock Is For
Income & stability
Growth exposure
Long-term compounding (10Y)
Sleep-well-at-night portfolio
Defensive / Recession hedge
Business Model
What each company does and how it makes money
IDEAYA Biosciences is a clinical-stage biotechnology company developing targeted cancer therapies based on synthetic lethality — a precision medicine approach that exploits specific genetic vulnerabilities in tumors. It generates revenue primarily through research collaborations and milestone payments from partners like GSK, with future income potential from drug royalties if its clinical candidates succeed. The company's competitive advantage lies in its expertise in synthetic lethality drug discovery and biomarker-driven patient selection, which enables more targeted and potentially effective oncology treatments.
Agios Pharmaceuticals is a biopharmaceutical company focused on developing treatments for rare genetic diseases related to cellular metabolism. It generates revenue primarily from sales of its lead drug PYRUKYND for pyruvate kinase deficiency — with additional income from research collaborations and milestone payments — while advancing a pipeline of other metabolic therapies. The company's competitive advantage lies in its deep expertise in cellular metabolism science and proprietary platform for targeting metabolic pathways in rare diseases.
Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Financial Metrics Comparison
Side-by-side fundamentals across 2 stocks. BestLagging
Financial Scorecard
IDYA leads in 4 of 6 categories — strongest in Financial Metrics and Valuation Metrics. 1 category is tied.
Financial Metrics (TTM)
IDYA is the larger business by revenue, generating $219M annually — 4.9x AGIO's $45M. Profitability is closely matched — net margins range from -52.0% (IDYA) to -9.0% (AGIO). On growth, IDYA holds the edge at +55.4% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | IDYAIDEAYA Bioscience… | AGIOAgios Pharmaceuti… |
|---|---|---|
| RevenueTrailing 12 months | $219M | $45M |
| EBITDAEarnings before interest/tax | -$155M | -$470M |
| Net IncomeAfter-tax profit | -$114M | -$401M |
| Free Cash FlowCash after capex | -$73M | -$414M |
| Gross MarginGross profit ÷ Revenue | +97.9% | +84.4% |
| Operating MarginEBIT ÷ Revenue | -72.8% | -10.6% |
| Net MarginNet income ÷ Revenue | -52.0% | -9.0% |
| FCF MarginFCF ÷ Revenue | -33.6% | -9.2% |
| Rev. Growth (YoY)Latest quarter vs prior year | +55.4% | +43.7% |
| EPS Growth (YoY)Latest quarter vs prior year | +36.9% | -111.0% |
Valuation Metrics
| Metric | IDYAIDEAYA Bioscience… | AGIOAgios Pharmaceuti… |
|---|---|---|
| Market CapShares × price | $2.8B | $2.25T |
| Enterprise ValueMkt cap + debt − cash | $2.7B | $2.25T |
| Trailing P/EPrice ÷ TTM EPS | -25.16x | -4.25x |
| Forward P/EPrice ÷ next-FY EPS est. | — | — |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | — | — |
| Price / SalesMarket cap ÷ Revenue | 12.93x | 9999.00x |
| Price / BookPrice ÷ Book value/share | 2.79x | 1.47x |
| Price / FCFMarket cap ÷ FCF | — | — |
Profitability & Efficiency
IDYA delivers a -11.1% return on equity — every $100 of shareholder capital generates $-11 in annual profit, vs $-31 for AGIO. IDYA carries lower financial leverage with a 0.03x debt-to-equity ratio, signaling a more conservative balance sheet compared to AGIO's 0.03x. On the Piotroski fundamental quality scale (0–9), IDYA scores 4/9 vs AGIO's 3/9, reflecting mixed financial health.
| Metric | IDYAIDEAYA Bioscience… | AGIOAgios Pharmaceuti… |
|---|---|---|
| ROE (TTM)Return on equity | -11.1% | -31.2% |
| ROA (TTM)Return on assets | -10.2% | -29.0% |
| ROICReturn on invested capital | -12.4% | -26.6% |
| ROCEReturn on capital employed | -15.0% | -33.8% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 3 |
| Debt / EquityFinancial leverage | 0.03x | 0.03x |
| Net DebtTotal debt minus cash | -$85M | -$49M |
| Cash & Equiv.Liquid assets | $113M | $89M |
| Total DebtShort + long-term debt | $28M | $40M |
| Interest CoverageEBIT ÷ Interest expense | — | — |
Total Returns (with DRIP)
A $10,000 investment in IDYA five years ago would be worth $16,445 today (with dividends reinvested), compared to $6,363 for AGIO. Over the past 12 months, IDYA leads with a +56.5% total return vs AGIO's -14.9%. The 3-year compound annual growth rate (CAGR) favors IDYA at 22.2% vs AGIO's 6.1% — a key indicator of consistent wealth creation.
| Metric | IDYAIDEAYA Bioscience… | AGIOAgios Pharmaceuti… |
|---|---|---|
| YTD ReturnYear-to-date | -4.9% | +11.2% |
| 1-Year ReturnPast 12 months | +56.5% | -14.9% |
| 3-Year ReturnCumulative with dividends | +82.4% | +19.4% |
| 5-Year ReturnCumulative with dividends | +64.5% | -36.4% |
| 10-Year ReturnCumulative with dividends | +187.8% | -21.2% |
| CAGR (3Y)Annualised 3-year return | +22.2% | +6.1% |
Risk & Volatility
AGIO is the less volatile stock with a 0.91 beta — it tends to amplify market swings less than IDYA's 1.00 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. IDYA currently trades 82.0% from its 52-week high vs AGIO's 65.7% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | IDYAIDEAYA Bioscience… | AGIOAgios Pharmaceuti… |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.00x | 0.91x |
| 52-Week HighHighest price in past year | $39.28 | $46.00 |
| 52-Week LowLowest price in past year | $13.45 | $22.24 |
| % of 52W HighCurrent price vs 52-week peak | +82.0% | +65.7% |
| RSI (14)Momentum oscillator 0–100 | 45.2 | 62.3 |
| Avg Volume (50D)Average daily shares traded | 732K | 948K |
Analyst Outlook
Wall Street rates IDYA as "Buy" and AGIO as "Buy". Consensus price targets imply 37.4% upside for IDYA (target: $44) vs 37.3% for AGIO (target: $42).
| Metric | IDYAIDEAYA Bioscience… | AGIOAgios Pharmaceuti… |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $44.25 | $41.50 |
| # AnalystsCovering analysts | 24 | 29 |
| Dividend YieldAnnual dividend ÷ price | — | — |
| Dividend StreakConsecutive years of raises | — | — |
| Dividend / ShareAnnual DPS | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% |
Historical Charts
Charts are rendered on first load. Hover for details.
Chart 1Total Return — 5 Years (Rebased to 100)
| Stock | Mar 20 | Feb 26 | Change |
|---|---|---|---|
| IDEAYA Biosciences,… (IDYA) | 100 | 489.37 | +389.4% |
| Agios Pharmaceutica… (AGIO) | 100 | 57.07 | -42.9% |
IDEAYA Biosciences,… (IDYA) returned +64% over 5 years vs Agios Pharmaceutica… (AGIO)'s -36%. A $10,000 investment in IDYA 5 years ago would be worth $16,445 today (including dividends reinvested).
Chart 2Revenue Growth — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| IDEAYA Biosciences,… (IDYA) | $0.00 | $219M | — |
| Agios Pharmaceutica… (AGIO) | $70M | $54M | -22.7% |
Agios Pharmaceuticals, Inc.'s revenue grew from $70M (2016) to $54M (2025) — a -2.8% CAGR.
Chart 3Net Margin Trend — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| IDEAYA Biosciences,… (IDYA) | -176.6% | -52.0% | +70.6% |
| Agios Pharmaceutica… (AGIO) | -2.8% | -7.6% | -169.0% |
Agios Pharmaceuticals, Inc.'s net margin went from -3% (2016) to -8% (2025).
Chart 4EPS Growth — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| IDEAYA Biosciences,… (IDYA) | -0.83 | -1.28 | -54.2% |
| Agios Pharmaceutica… (AGIO) | -5.07 | -7.12 | -40.4% |
Agios Pharmaceuticals, Inc.'s EPS grew from $-5.07 (2016) to $-7.12 (2025).
Chart 5Free Cash Flow — 5 Years
IDEAYA Biosciences, Inc. generated $-73M FCF in 2025 (-26% vs 2021). Agios Pharmaceuticals, Inc. generated $-377M FCF in 2025 (+9% vs 2021).
IDYA vs AGIO: Frequently Asked Questions
7 questions · data-driven answers · updated daily
01Is IDYA or AGIO a better buy right now?
Analysts rate IDEAYA Biosciences, Inc. (IDYA) a "Buy" — based on 24 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 — IDYA or AGIO?
Over the past 5 years, IDEAYA Biosciences, Inc. (IDYA) delivered a total return of +64.5%, compared to -36.4% for Agios Pharmaceuticals, Inc. (AGIO). A $10,000 investment in IDYA five years ago would be worth approximately $16K today (assuming dividends reinvested). Over 10 years, the gap is even starker: IDYA returned +187.8% versus AGIO's -21.2%. 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 — IDYA or AGIO?
By beta (market sensitivity over 5 years), Agios Pharmaceuticals, Inc. (AGIO) is the lower-risk stock at 0.91β versus IDEAYA Biosciences, Inc.'s 1.00β — meaning IDYA is approximately 11% more volatile than AGIO relative to the S&P 500. On balance sheet safety, IDEAYA Biosciences, Inc. (IDYA) carries a lower debt/equity ratio of 3% versus 3% for Agios Pharmaceuticals, Inc. — giving it more financial flexibility in a downturn.
04Which has better profit margins — IDYA or AGIO?
IDEAYA Biosciences, Inc. (IDYA) is the more profitable company, earning -52.0% net margin versus -764.0% for Agios Pharmaceuticals, Inc. — meaning it keeps -52.0% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: IDYA leads at -72.8% versus -873.9% for AGIO. 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.
05Which pays a better dividend — IDYA or AGIO?
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.
06Is IDYA or AGIO better for a retirement portfolio?
For long-horizon retirement investors, IDEAYA Biosciences, Inc. (IDYA) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1.00), +187.8% 10Y return). Both have compounded well over 10 years (IDYA: +187.8%, AGIO: -21.2%), 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.
07What are the main differences between IDYA and AGIO?
Both stocks operate in the Healthcare sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both. 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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