MetaCap

IDEAYA Biosciences (IDYA) vs Arcus Biosciences (RCUS)

Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.

Summary

Arcus Biosciences (RCUS) has outperformed IDEAYA Biosciences (IDYA) over the past year, gaining 74.8% versus a gain of 34.7%. Over five years, IDYA leads with a +56.8% price change compared with -28.7% for RCUS. IDEAYA Biosciences is the larger company by market cap ($3.47 billion vs $2.98 billion), about 1.2 times the size.

IDEAYA Biosciences converts more of its revenue into profit, with a net margin of -52.0% versus -142.9%.

Summary generated from market data by MetaCap's automated system. Methodology

Relative performance

IDYA+34.70%RCUS+74.77%
+131%+61%-9%
Oct 7, 20251 yearOct 7, 2026
IDYA+41.75%RCUS-22.11%
+92%+3%-86%
Oct 4, 20215 yearsOct 5, 2026

Percent change in share price from the first common trading day shown; excludes dividends.

Head-to-head

IDYA versus RCUS key metrics
MetricIDYARCUS
Share price$36.00$23.68
Market cap$3.47B$2.98B
1-day change-0.72%-3.43%
YTD return+4.89%+2.90%
1-year return+34.70%+74.77%
5-year return+56.77%-28.70%
EPS (TTM)$-1.94$-3.91
Dividend yield0.00%0.00%
Annual dividend$0.00$0.00
Revenue (latest FY)$218.71M$247.00M
Revenue growth (YoY)+3024.43%-4.26%
Net income (latest FY)$-113.70M$-353.00M
Operating margin-72.84%-156.28%
Net margin-51.99%-142.91%
52-week high$42.68$31.74
52-week low$26.05$14.26
Distance from 52-week high-15.65%-25.38%
Analyst consensusstrong_buystrong_buy
Avg. price target upside+46.53%+68.54%
Average volume785.95K1.32M
Shares outstanding96.49M125.77M
Employees145601
SectorHealth CareHealth Care
IndustryBiotechnology: Pharmaceutical PreparationsBiotechnology: Pharmaceutical Preparations

Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.

Key differences

  • RCUS has outperformed IDYA by 40.1 percentage points over the past year.
  • IDEAYA Biosciences is more profitable, keeping -52.0 cents of every revenue dollar as net income versus -142.9 cents for Arcus Biosciences.
  • IDEAYA Biosciences grew revenue faster in its latest fiscal year (+3024.43% vs -4.26%).

About IDEAYA Biosciences

IDYA stock →

IDEAYA Biosciences, Inc., a precision medicine oncology company, develops targeted therapeutics for patient populations selected using molecular diagnostics in the United States. The company offers Darovasertib, an oral, potent, and selective protein kinase, C (PKC) inhibitor for the treatment of uveal melanoma, ocular cancer, and is being evaluated in multiple clinical trials as monotherapy and in combination with crizotinib for metastatic, neoadjuvant, and adjuvant settings.

Health Care · Biotechnology: Pharmaceutical Preparations · 145 employees

About Arcus Biosciences

RCUS stock →

Arcus Biosciences, Inc., a clinical-stage biopharmaceutical company, develops and commercializes cancer therapies in the United States. The company's development product portfolio includes Casdatifan, a HIF-2a inhibitor for the treatment of kidney cancer; Domvanalimab, an anti-TIGIT antibody, which is in Phase 2 and Phase 3 clinical trial for lung and gastrointestinal cancers; and Zimberelimab, an anti-PD-1 antibody.

Health Care · Biotechnology: Pharmaceutical Preparations · 601 employees

IDYA vs RCUS FAQ

Which is bigger, IDEAYA Biosciences or Arcus Biosciences?

IDEAYA Biosciences (IDYA) is larger, with a market capitalization of $3.47B compared with $2.98B for Arcus Biosciences (RCUS).

Which stock has performed better over the past year, IDYA or RCUS?

RCUS returned +74.77% over the past 12 months, compared with +34.70% for IDYA (price return, excluding dividends). Past performance does not predict future results.

Are IDEAYA Biosciences and Arcus Biosciences in the same industry?

Yes. Both are classified in the Biotechnology: Pharmaceutical Preparations industry within the Health Care sector.

More comparisons