Comprehensive Stock Comparison
Compare IDEAYA Biosciences, Inc. (IDYA) vs Revolution Medicines, Inc. (RVMD) 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 |
|---|---|---|
| Stability / Safety | RVMD | Beta 0.99 vs IDYA's 1.00 |
| Dividends | Tie | Neither pays a meaningful dividend |
| Momentum (1Y) | RVMD | +150.4% vs IDYA's +56.5% |
| Efficiency (ROA) | IDYA | -10.2% ROA vs RVMD's -48.0%, ROIC -12.4% vs -54.3% |
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.
Revolution Medicines is a clinical-stage biotechnology company developing precision oncology therapies targeting RAS-addicted cancers. It generates revenue primarily through research collaborations and milestone payments — notably from its partnership with Sanofi on SHP2 inhibitors — while advancing its pipeline toward potential future drug sales. The company's competitive advantage lies in its deep expertise in RAS biology and its portfolio of novel inhibitors targeting multiple RAS pathway vulnerabilities that have historically been difficult to drug.
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 3 of 6 categories (Financial Metrics, Valuation Metrics). RVMD leads in 1 (Total Returns). 1 tied.
Financial Metrics (TTM)
IDYA and RVMD operate at a comparable scale, with $219M and $0 in trailing revenue.
| Metric | IDYAIDEAYA Bioscience… | RVMDRevolution Medici… |
|---|---|---|
| RevenueTrailing 12 months | $219M | $0 |
| EBITDAEarnings before interest/tax | -$155M | -$1.2B |
| Net IncomeAfter-tax profit | -$114M | -$1.1B |
| Free Cash FlowCash after capex | -$73M | -$914M |
| Gross MarginGross profit ÷ Revenue | +97.9% | — |
| Operating MarginEBIT ÷ Revenue | -72.8% | — |
| Net MarginNet income ÷ Revenue | -52.0% | — |
| FCF MarginFCF ÷ Revenue | -33.6% | — |
| Rev. Growth (YoY)Latest quarter vs prior year | +55.4% | — |
| EPS Growth (YoY)Latest quarter vs prior year | +36.9% | -68.1% |
Valuation Metrics
| Metric | IDYAIDEAYA Bioscience… | RVMDRevolution Medici… |
|---|---|---|
| Market CapShares × price | $2.8B | $20.1B |
| Enterprise ValueMkt cap + debt − cash | $2.7B | $19.9B |
| Trailing P/EPrice ÷ TTM EPS | -25.16x | -17.15x |
| Forward P/EPrice ÷ next-FY EPS est. | — | — |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | — | — |
| Price / SalesMarket cap ÷ Revenue | 12.93x | — |
| Price / BookPrice ÷ Book value/share | 2.79x | 11.89x |
| 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 $-69 for RVMD. IDYA carries lower financial leverage with a 0.03x debt-to-equity ratio, signaling a more conservative balance sheet compared to RVMD's 0.10x. On the Piotroski fundamental quality scale (0–9), IDYA scores 4/9 vs RVMD's 1/9, reflecting mixed financial health.
| Metric | IDYAIDEAYA Bioscience… | RVMDRevolution Medici… |
|---|---|---|
| ROE (TTM)Return on equity | -11.1% | -69.3% |
| ROA (TTM)Return on assets | -10.2% | -48.0% |
| ROICReturn on invested capital | -12.4% | -54.3% |
| ROCEReturn on capital employed | -15.0% | -53.0% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 1 |
| Debt / EquityFinancial leverage | 0.03x | 0.10x |
| Net DebtTotal debt minus cash | -$85M | -$225M |
| Cash & Equiv.Liquid assets | $113M | $384M |
| Total DebtShort + long-term debt | $28M | $159M |
| Interest CoverageEBIT ÷ Interest expense | — | -49.69x |
Total Returns (with DRIP)
A $10,000 investment in RVMD five years ago would be worth $22,183 today (with dividends reinvested), compared to $16,445 for IDYA. Over the past 12 months, RVMD leads with a +150.4% total return vs IDYA's +56.5%. The 3-year compound annual growth rate (CAGR) favors RVMD at 56.2% vs IDYA's 22.2% — a key indicator of consistent wealth creation.
| Metric | IDYAIDEAYA Bioscience… | RVMDRevolution Medici… |
|---|---|---|
| YTD ReturnYear-to-date | -4.9% | +29.1% |
| 1-Year ReturnPast 12 months | +56.5% | +150.4% |
| 3-Year ReturnCumulative with dividends | +82.4% | +281.2% |
| 5-Year ReturnCumulative with dividends | +64.5% | +121.8% |
| 10-Year ReturnCumulative with dividends | +187.8% | +253.0% |
| CAGR (3Y)Annualised 3-year return | +22.2% | +56.2% |
Risk & Volatility
RVMD is the less volatile stock with a 0.99 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.
| Metric | IDYAIDEAYA Bioscience… | RVMDRevolution Medici… |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.00x | 0.99x |
| 52-Week HighHighest price in past year | $39.28 | $124.49 |
| 52-Week LowLowest price in past year | $13.45 | $29.17 |
| % of 52W HighCurrent price vs 52-week peak | +82.0% | +82.0% |
| RSI (14)Momentum oscillator 0–100 | 45.2 | 54.1 |
| Avg Volume (50D)Average daily shares traded | 732K | 3.2M |
Analyst Outlook
Wall Street rates IDYA as "Buy" and RVMD as "Buy". Consensus price targets imply 37.4% upside for IDYA (target: $44) vs 19.8% for RVMD (target: $122).
| Metric | IDYAIDEAYA Bioscience… | RVMDRevolution Medici… |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $44.25 | $122.25 |
| # AnalystsCovering analysts | 24 | 20 |
| 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% |
| Revolution Medicine… (RVMD) | 100 | 295.86 | +195.9% |
Revolution Medicine… (RVMD) returned +122% over 5 years vs IDEAYA Biosciences,… (IDYA)'s +64%. A $10,000 investment in RVMD 5 years ago would be worth $22,183 today (including dividends reinvested).
Chart 2Revenue Growth — 10 Years
| Stock | 2017 | 2025 | Change |
|---|---|---|---|
| IDEAYA Biosciences,… (IDYA) | $0.00 | $219M | — |
| Revolution Medicine… (RVMD) | $0.00 | $0.00 | — |
IDEAYA Biosciences, Inc.'s revenue grew from $0M (2017) to $219M (2025) — a 0.0% CAGR. Revolution Medicines, Inc.'s revenue grew from $0M (2017) to $0M (2025) — a 0.0% CAGR.
Chart 3Net Margin Trend — 10 Years
| Stock | 2018 | 2025 | Change |
|---|---|---|---|
| IDEAYA Biosciences,… (IDYA) | -176.6% | -52.0% | +70.6% |
| Revolution Medicine… (RVMD) | -2.1% | -37.7% | -1718.4% |
Chart 4EPS Growth — 10 Years
| Stock | 2017 | 2025 | Change |
|---|---|---|---|
| IDEAYA Biosciences,… (IDYA) | -0.83 | -1.28 | -54.2% |
| Revolution Medicine… (RVMD) | -0.85 | -5.95 | -600.0% |
IDEAYA Biosciences, Inc.'s EPS grew from $-0.83 (2017) to $-1.28 (2025). Revolution Medicines, Inc.'s EPS grew from $-0.85 (2017) to $-5.95 (2025).
Chart 5Free Cash Flow — 5 Years
IDEAYA Biosciences, Inc. generated $-73M FCF in 2025 (-26% vs 2021). Revolution Medicines, Inc. generated $-914M FCF in 2025 (-494% vs 2021).
IDYA vs RVMD: Frequently Asked Questions
7 questions · data-driven answers · updated daily
01Is IDYA or RVMD 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 RVMD?
Over the past 5 years, Revolution Medicines, Inc. (RVMD) delivered a total return of +121.8%, compared to +64.5% for IDEAYA Biosciences, Inc. (IDYA). A $10,000 investment in RVMD five years ago would be worth approximately $22K today (assuming dividends reinvested). Over 10 years, the gap is even starker: RVMD returned +253.0% versus IDYA's +187.8%. 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 RVMD?
By beta (market sensitivity over 5 years), Revolution Medicines, Inc. (RVMD) is the lower-risk stock at 0.99β versus IDEAYA Biosciences, Inc.'s 1.00β — meaning IDYA is approximately 1% more volatile than RVMD relative to the S&P 500. On balance sheet safety, IDEAYA Biosciences, Inc. (IDYA) carries a lower debt/equity ratio of 3% versus 10% for Revolution Medicines, Inc. — giving it more financial flexibility in a downturn.
04Which has better profit margins — IDYA or RVMD?
Revolution Medicines, Inc. (RVMD) 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: RVMD 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.
05Which pays a better dividend — IDYA or RVMD?
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 RVMD better for a retirement portfolio?
For long-horizon retirement investors, Revolution Medicines, Inc. (RVMD) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.99), +253.0% 10Y return). Both have compounded well over 10 years (RVMD: +253.0%, IDYA: +187.8%), 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 RVMD?
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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