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Forensic Analysis · Pharmaceuticals & Biotechnology · as of Nov 8, 2026

Ideaya Biosciences, Inc. (IDYA)

A forensic read on Ideaya Biosciences, Inc. built from its complete SEC filings — financial-health screens, earnings quality, red flags and a price-aware rating. Reproducible math, not opinion.

D · Weak — demands caution
Forensic grade
Safe
Financial health
12.9
Distress distance
Clean
Earnings quality
2
Forensic signals
-10.9%
ROE
3024.4%
Revenue growth

This free snapshot doesn't read filing or proxy text, so the auditor-quality and governance checks that can lower a grade were not evaluated (auditor quality, say on pay, board independence, going concern). Those checks only ever lower a grade, so the full analysis can land below the grade above but never above it — treat it as the most favourable reading, not the settled one.

Ideaya Biosciences, Inc. earns a D (Weak — demands caution) forensic quality grade, and its balance-sheet distress test reads 12.9, placing it in the Safe zone. 2 forensic signals were flagged in its latest SEC filings, led by share-count dilution.

What the filings flag

+24.0%/yr
FY2023–FY2025
Share-count dilution. Diluted share count changed +54% over the last 2 years to FY2025 (+24.0%/yr). The count is growing — 57.5M shares in FY2023, 88.5M in FY2025: more stock was issued than repurchased over this window, so aggregate results grew faster than their per-share equivalents. That's ~24.0% shaved off per-share growth every year — total profit has to grow that much just to keep earnings-per-share flat, and a stake held since FY2023 has been diluted ~35%.
21% of rev
FY2025
Stock-based comp load. Stock-based compensation ran 21% of revenue in FY2025 — about $0.52 per diluted share. No cash left the business to pay it, which is why operating cash flow adds it back. Net of repurchases the diluted count still rose about 24.0% a year across FY2023–FY2025, and the rate is falling. Stock compensation is one source of that issuance; acquisition consideration, equity raises, convertibles and other employee plans also net into the count, and these figures do not separate them.

Key fundamentals

Latest Revenue$218.7M
Revenue Growth YoY+3024.4%
Revenue CAGR (2yr)+205.8%
Net Margin-52.0%
Free Cash Flow-$73.5M
Return on Equity-10.9%

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Data from SEC EDGAR public filings · metrics as of Nov 8, 2026. Forensic signals flag probability, not certainty.

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