IDYA vs TPVG

For growth investors, IDEAYA Biosciences, Inc.

(IDYA) is the stronger pick with 30. 2% revenue growth year-over-year, versus 36. 6% for TriplePoint Venture Growth BDC Corp. (TPVG). TriplePoint Venture Growth BDC Corp. (TPVG) offers the better valuation at 4. 6x trailing P/E (6. 0x forward), making it the more compelling value choice. Analysts rate IDEAYA Biosciences, Inc. (IDYA) a "Buy" — based on 25 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, IDEAYA Biosciences, Inc.

(IDYA) delivered a total return of +51. 3%, compared to -19. 0% for TriplePoint Venture Growth BDC Corp. (TPVG). Over 10 years, the gap is even starker: IDYA returned +156. 8% versus TPVG's +87. 8%. 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), TriplePoint Venture Growth BDC Corp.

(TPVG) is the lower-risk stock at 0. 83β versus IDEAYA Biosciences, Inc. 's 1. 36β — meaning IDYA is approximately 63% more volatile than TPVG relative to the S&P 500. On balance sheet safety, IDEAYA Biosciences, Inc. (IDYA) carries a lower debt/equity ratio of 3% versus 133% for TriplePoint Venture Growth BDC Corp. — giving it more financial flexibility in a downturn.

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

(IDYA) is pulling ahead at 30. 2% versus 36. 6% for TriplePoint Venture Growth BDC Corp. (TPVG). On earnings-per-share growth, the picture is similar: IDEAYA Biosciences, Inc. grew EPS 61. 9% year-over-year, compared to 48. 8% for TriplePoint Venture Growth BDC Corp.. 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.

TriplePoint Venture Growth BDC Corp.

(TPVG) is the more profitable company, earning 50. 6% net margin versus -52. 0% for IDEAYA Biosciences, Inc. — meaning it keeps 50. 6% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: TPVG leads at 77. 9% 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.

Analyst consensus price targets imply the most upside for IDYA: 104.

1% to $58. 67.

In this comparison, TPVG (18.

4% yield) pays a dividend. IDYA does not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, TriplePoint Venture Growth BDC Corp.

(TPVG) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 83), 18. 4% yield). Both have compounded well over 10 years (TPVG: +87. 8%, IDYA: +156. 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.

These companies operate in different sectors (IDYA (Healthcare) and TPVG (Financial Services)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

TPVG pays a dividend while IDYA does not, making them suitable for different income and tax situations. 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.