Analyzing 4D Molecular Therapeutics (NASDAQ:FDMT) & IDEAYA Biosciences (NASDAQ:IDYA)

by · The Markets Daily

IDEAYA Biosciences (NASDAQ:IDYA – Get Free Report) and 4D Molecular Therapeutics (NASDAQ:FDMT – Get Free Report) are both healthcare companies, but which is the better investment? We will contrast the two companies based on the strength of their dividends, earnings, analyst recommendations, institutional ownership, profitability, valuation and risk.

Risk and Volatility

IDEAYA Biosciences has a beta of -0.04, meaning that its share price is 104% less volatile than the S&P 500. Comparatively, 4D Molecular Therapeutics has a beta of 2.75, meaning that its share price is 175% more volatile than the S&P 500.

Valuation and Earnings

This table compares IDEAYA Biosciences and 4D Molecular Therapeutics”s revenue, earnings per share and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
IDEAYA Biosciences$218.71 million13.94-$113.70 million($1.94)-17.89
4D Molecular Therapeutics$85.21 million7.00-$140.11 million($2.63)-4.11

IDEAYA Biosciences has higher revenue and earnings than 4D Molecular Therapeutics. IDEAYA Biosciences is trading at a lower price-to-earnings ratio than 4D Molecular Therapeutics, indicating that it is currently the more affordable of the two stocks.

Institutional and Insider Ownership

98.3% of IDEAYA Biosciences shares are owned by institutional investors. Comparatively, 99.3% of 4D Molecular Therapeutics shares are owned by institutional investors. 4.7% of IDEAYA Biosciences shares are owned by insiders. Comparatively, 7.9% of 4D Molecular Therapeutics shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

Analyst Recommendations

This is a breakdown of current ratings and target prices for IDEAYA Biosciences and 4D Molecular Therapeutics, as provided by MarketBeat.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
IDEAYA Biosciences111302.80
4D Molecular Therapeutics111102.77

IDEAYA Biosciences currently has a consensus target price of $51.09, indicating a potential upside of 47.19%. 4D Molecular Therapeutics has a consensus target price of $28.90, indicating a potential upside of 167.59%. Given 4D Molecular Therapeutics’ higher probable upside, analysts plainly believe 4D Molecular Therapeutics is more favorable than IDEAYA Biosciences.

Profitability

This table compares IDEAYA Biosciences and 4D Molecular Therapeutics’ net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
IDEAYA Biosciences-75.93%-16.73%-15.34%
4D Molecular Therapeutics-194.74%-41.33%-35.90%

Summary

IDEAYA Biosciences beats 4D Molecular Therapeutics on 9 of the 14 factors compared between the two stocks.

About IDEAYA Biosciences

(Get Free Report)

IDEAYA Biosciences, Inc., a synthetic lethality-focused precision medicine oncology company, discovers and develops targeted therapeutics for patient populations selected using molecular diagnostics in the United States. The company's products in development include IDE196, a protein kinase C inhibitor that is in Phase 2/3 clinical trials for genetically defined cancers having GNAQ or GNA11 gene mutations; IDE397, a methionine adenosyltransferase 2a inhibitor that is in Phase 1/2 clinical trials for patients with solid tumors having methylthioadenosine phosphorylase gene deletions, such as non-small cell lung, bladder, gastric, and esophageal cancers; IDE161, a poly ADP-ribose glycohydrolase inhibitor that is in Phase 1 clinical trial to treat tumors with homologous recombination deficiency (HRD), and other genetic or molecular signatures; GSK101, a Pol Theta Helicase inhibitor that is in Phase 1 clinical trial for the treatment of tumors with BRCA or other homologous recombination, and HRD mutations; and Werner Helicase inhibitors for tumors with high microsatellite instability. It offers preclinical research programs focused on pharmacological inhibition; DECIPHER dual CRISPR library for synthetic lethality target and biomarker discovery; and INQUIRE chemical library and HARMONY machine-learning engines to enhance its drug discovery platform. The company has strategic alliances with GlaxoSmithKline, Pfizer Inc., Novartis International Pharmaceuticals Ltd., Amgen Inc., Gilead Sciences, Inc., Cancer Research UK, and the University of Manchester. IDEAYA Biosciences, Inc. was incorporated in 2015 and is headquartered in South San Francisco, California.

About 4D Molecular Therapeutics

(Get Free Report)

4D Molecular Therapeutics, Inc., a clinical-stage biotherapeutics company, develops genetic medicines using its therapeutic vector evolution platform in the Netherland and the United States. The company develops a portfolio of genetic medicine product candidates focuses in three therapeutic areas for ophthalmology, cardiology, and pulmonology. Its product pipeline includes 4D-150, which is in phase 1/2 clinical trial for the treatment of wet age-related macular degeneration; and is in phase 1/2 clinical trial for the treatment of diabetic macular edema. The company develops 4D-125, which is in phase 1/2 clinical trial for the treatment of x-linked retinitis pigmentosa; 4D-110, which is in phase 1/2 clinical trial for the treatment of choroideremia; 4D-710, which is in phase 1/2 clinical trial for the treatment cystic fibrosis lung disease; and 4D-310 to treat fabry disease cardiomyopathy and is in phase 1/2 clinical trial. In addition, its product candidates comprises 4D-175, which is in pre-clinical development for the treatment for geographic trophy; and 4D-725 to treat alpha-1 antitrypsin deficiency lung disease and is in pre-clinical development. The company has collaboration and licensing agreements with Arbor Biotechnologies, Inc.; Astellas Gene Therapies, Inc; uniQure biopharma B.V.; and Cystic Fibrosis Foundation. 4D Molecular Therapeutics, Inc. was founded in 2013 and is headquartered in Emeryville, California.