MetaCap

IDEAYA Biosciences (IDYA) vs Tarsus Pharmaceuticals (TARS)

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

Summary

IDEAYA Biosciences (IDYA) has outperformed Tarsus Pharmaceuticals (TARS) over the past year, gaining 34.7% versus a gain of 7.6%. Over five years, TARS leads with a +158.1% price change compared with +56.8% for IDYA. IDEAYA Biosciences is the larger company by market cap ($3.46 billion vs $3.34 billion), about 1.0 times the size.

Tarsus Pharmaceuticals converts more of its revenue into profit, with a net margin of -14.7% versus -52.0%.

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

Relative performance

IDYA+34.70%TARS+7.59%
+62%+20%-22%
Oct 7, 20251 yearOct 7, 2026
IDYA+41.75%TARS+199.47%
+286%+102%-81%
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 TARS key metrics
MetricIDYATARS
Share price$35.85$71.29
Market cap$3.46B$3.34B
1-day change-1.13%-3.15%
YTD return+4.89%-10.10%
1-year return+34.70%+7.59%
5-year return+56.77%+158.10%
EPS (TTM)$-1.94$-1.08
Dividend yield0.00%0.00%
Annual dividend$0.00$0.00
Revenue (latest FY)$218.71M$451.36M
Revenue growth (YoY)+3024.43%+146.71%
Net income (latest FY)$-113.70M$-66.42M
Operating margin-72.84%-15.72%
Net margin-51.99%-14.72%
52-week high$42.68$91.53
52-week low$26.05$53.89
Distance from 52-week high-16.00%-22.11%
Analyst consensusstrong_buystrong_buy
Avg. price target upside+47.14%+39.57%
Average volume785.95K894.35K
Shares outstanding96.49M46.79M
Employees145370
SectorHealth CareHealth Care
IndustryBiotechnology: Pharmaceutical PreparationsBiotechnology: Biological Products (No Diagnostic Substances)

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

  • IDYA has outperformed TARS by 27.1 percentage points over the past year.
  • Tarsus Pharmaceuticals is more profitable, keeping -14.7 cents of every revenue dollar as net income versus -52.0 cents for IDEAYA Biosciences.
  • IDEAYA Biosciences grew revenue faster in its latest fiscal year (+3024.43% vs +146.71%).

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 Tarsus Pharmaceuticals

TARS stock →

Tarsus Pharmaceuticals, Inc., a commercial stage biopharmaceutical company, focuses on the development and commercialization of therapeutic candidates for eye care in the United States. The company offers XDEMVY, a lotilaner ophthalmic solution for the treatment of demodex blepharitis caused by the infestation of Demodex mites.

Health Care · Biotechnology: Biological Products (No Diagnostic Substances) · 370 employees

IDYA vs TARS FAQ

Which is bigger, IDEAYA Biosciences or Tarsus Pharmaceuticals?

IDEAYA Biosciences (IDYA) is larger, with a market capitalization of $3.46B compared with $3.34B for Tarsus Pharmaceuticals (TARS).

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

IDYA returned +34.70% over the past 12 months, compared with +7.59% for TARS (price return, excluding dividends). Past performance does not predict future results.

Are IDEAYA Biosciences and Tarsus Pharmaceuticals in the same industry?

Both are in the Health Care sector, but in different industries: Biotechnology: Pharmaceutical Preparations for IDEAYA Biosciences and Biotechnology: Biological Products (No Diagnostic Substances) for Tarsus Pharmaceuticals.

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