IDEAYA Biosciences, Inc.

NasdaqGS:IDYA Stock Report

Market Cap: US$2.8b

IDEAYA Biosciences Valuation

Is IDYA undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

2/6

Valuation Score 2/6

  • Below Future Cash Flow Value

  • Significantly Below Future Cash Flow Value

  • Price-To-Sales vs Peers

  • Price-To-Sales vs Industry

  • Price-To-Sales vs Fair Ratio

  • Analyst Forecast

Share Price vs Future Cash Flow Value

What is the Fair Price of IDYA when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Ultimate guide to DCF valuation for stock investing

Learn how to determine fair value like the best investors in the world.

Below Future Cash Flow Value: IDYA ($34.06) is trading below our estimate of future cash flow value ($129.77)

Significantly Below Future Cash Flow Value: IDYA is trading below future cash flow value by more than 20%.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for IDYA?

Key metric: As IDYA is unprofitable we use its Price-To-Sales Ratio for relative valuation analysis.

The above table shows the Price to Sales ratio for IDYA. This is calculated by dividing IDYA's market cap by their current revenue.
What is IDYA's PS Ratio?
PS Ratio13.9x
SalesUS$214.83m
Market CapUS$2.82b

Price to Sales Ratio vs Peers

How does IDYA's PS Ratio compare to its peers?

The above table shows the PS ratio for IDYA vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PSEstimated GrowthMarket Cap
Peer Average5.6x
VCYT Veracyte
6.1x10.12%US$3.0b
TWST Twist Bioscience
7.3x13.72%US$2.5b
CPRX Catalyst Pharmaceuticals
5.3x7.74%US$3.0b
RARE Ultragenyx Pharmaceutical
3.8x25.26%US$2.4b
IDYA IDEAYA Biosciences
13.9x31.46%US$2.8b

Price-To-Sales vs Peers: IDYA is expensive based on its Price-To-Sales Ratio (13.9x) compared to the peer average (6.1x).

Historical Price to Sales Ratio

Historical Price to Sales Ratio compares a stock's price to its sales over time. Higher ratios indicate that investors are willing to pay more for the stock.

Fetching historical data

Price to Sales Ratio vs Industry

How does IDYA's PS Ratio compare vs other companies in the US Biotechs Industry?

136 CompaniesPrice / SalesEstimated GrowthMarket Cap
BIIB Biogen
2.6x-1.15%US$26.39b
INCY Incyte
4.2x0.13%US$19.65b
BMRN BioMarin Pharmaceutical
3.6x6.66%US$10.86b
PTCT PTC Therapeutics
3.4x1.30%US$6.06b
IDYA 13.9xIndustry Avg. 11.8xNo. of Companies136PS020406080100+
136 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Sales vs Industry: IDYA is expensive based on its Price-To-Sales Ratio (13.9x) compared to the US Biotechs industry average (11.6x).

Price to Sales Ratio vs Fair Ratio

What is IDYA's PS Ratio compared to its Fair PS Ratio? This is the expected PS Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

IDYA PS Ratio vs Fair Ratio.
Fair Ratio
Current PS Ratio13.9x
Fair PS Ratio1.9x

Price-To-Sales vs Fair Ratio: IDYA is expensive based on its Price-To-Sales Ratio (13.9x) compared to the estimated Fair Price-To-Sales Ratio (1.9x).

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst IDYA forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentUS$34.06
US$49.94
+46.63%
23.81%US$79.00US$31.00n/a17
Jan ’27US$34.57
US$49.65
+43.61%
24.12%US$79.00US$31.00n/a17
Dec ’26US$34.31
US$49.47
+44.19%
24.27%US$79.00US$31.00n/a17
Nov ’26US$31.86
US$48.12
+51.03%
25.09%US$79.00US$30.00n/a17
Oct ’26US$27.36
US$47.06
+72.00%
24.98%US$74.00US$27.00n/a17
Sep ’26US$24.55
US$46.43
+89.12%
29.17%US$72.00US$25.00n/a14
Aug ’26US$24.27
US$46.50
+91.59%
28.12%US$72.00US$25.00n/a14
Jul ’26US$21.12
US$51.08
+141.84%
19.56%US$66.00US$27.00n/a13
Jun ’26US$19.89
US$51.67
+159.76%
19.70%US$66.00US$27.00n/a12
May ’26US$20.47
US$52.25
+155.25%
19.30%US$65.00US$27.00n/a12
Apr ’26US$14.77
US$52.62
+256.23%
18.57%US$65.00US$27.00n/a13
Mar ’26US$20.57
US$52.71
+156.27%
18.37%US$65.00US$27.00n/a14
Feb ’26US$24.35
US$55.71
+128.81%
16.86%US$65.00US$27.00US$32.1914
Jan ’26US$25.70
US$55.79
+117.07%
16.76%US$65.00US$27.00US$34.5714
Dec ’25US$27.36
US$54.87
+100.54%
17.00%US$65.00US$27.00US$34.3115
Nov ’25US$28.60
US$56.71
+98.30%
12.53%US$66.00US$41.00US$31.8614
Oct ’25US$30.73
US$57.23
+86.24%
11.18%US$66.00US$48.00US$27.3613
Sep ’25US$39.50
US$57.08
+44.50%
10.77%US$66.00US$47.00US$24.5513
Aug ’25US$42.46
US$57.92
+36.42%
11.38%US$69.00US$46.00US$24.2713
Jul ’25US$35.92
US$54.45
+51.60%
10.25%US$65.00US$46.00US$21.1211
Jun ’25US$36.55
US$52.82
+44.51%
6.50%US$60.00US$46.00US$19.8911
May ’25US$41.18
US$53.36
+29.59%
5.67%US$60.00US$50.00US$20.4711
Apr ’25US$42.52
US$53.27
+25.29%
5.72%US$60.00US$50.00US$14.7711
Mar ’25US$46.22
US$51.10
+10.56%
8.37%US$57.00US$40.00US$20.5710
Feb ’25US$44.53
US$42.10
-5.46%
13.79%US$53.00US$35.00US$24.3510
US$49.94
Fair Value
31.8% undervalued intrinsic discount
17
Number of Analysts

Analyst Forecast: Target price is more than 20% higher than the current share price, but analysts are not within a statistically confident range of agreement.

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/02/02 16:27
End of Day Share Price 2026/02/02 00:00
Earnings2025/09/30
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

IDEAYA Biosciences, Inc. is covered by 34 analysts. 18 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Madhu KumarBaird
Zhiqiang ShuBerenberg
Suranjit MukherjeeBTIG