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ACI WORLDWIDE, INC.（ACIW）与Royalty Pharma plc（RPRX）财务数据对比。点击上方公司名可切换其他公司
Royalty Pharma plc的季度营收约是ACI WORLDWIDE, INC.的1.3倍（$622.0M vs $481.6M），Royalty Pharma plc净利率更高（34.4% vs 13.4%，领先21.1%），ACI WORLDWIDE, INC.同比增速更快（6.3% vs 4.8%），过去两年ACI WORLDWIDE, INC.的营收复合增速更高（23.4% vs 4.6%）
ACI Worldwide是全球领先的数字支付软件企业，总部位于美国内布拉斯加州埃尔克霍恩，为94个国家的客户提供服务，每日处理数十亿笔交易，总价值达数万亿美元。其智能解决方案服务于银行、金融机构、商户、账单服务商、收单机构、发卡机构及第三方支付服务商，支持全渠道搭建安全支付体系。
本公司是总部位于美国马萨诸塞州剑桥市的临床阶段生物制药企业，专注于研发可调节转化生长因子β（TGF-β）超家族蛋白的药物，该类蛋白在红细胞、肌肉、骨骼、血管等细胞与组织的生长修复过程中发挥核心作用。
ACIW vs RPRX — 直观对比
营收规模更大
RPRX
是对方的1.3倍
$481.6M
营收增速更快
ACIW
高出1.5%
4.8%
净利率更高
RPRX
高出21.1%
13.4%
两年增速更快
ACIW
近两年复合增速
4.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $481.6M | $622.0M |
| 净利润 | $64.3M | $214.2M |
| 毛利率 | 53.0% | — |
| 营业利润率 | 22.6% | 62.4% |
| 净利率 | 13.4% | 34.4% |
| 营收同比 | 6.3% | 4.8% |
| 净利润同比 | -34.7% | 2.9% |
| 每股收益（稀释后） | $0.61 | $0.49 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收ACIWRPRX
| Q4 25 | $481.6M | $622.0M | ||
| Q3 25 | $482.4M | $609.3M | ||
| Q2 25 | $401.3M | $578.7M | ||
| Q1 25 | $394.6M | $568.2M | ||
| Q4 24 | $453.0M | $593.6M | ||
| Q3 24 | $451.8M | $564.7M | ||
| Q2 24 | $373.5M | $537.3M | ||
| Q1 24 | $316.0M | $568.0M |
净利润ACIWRPRX
| Q4 25 | $64.3M | $214.2M | ||
| Q3 25 | $91.3M | $288.2M | ||
| Q2 25 | $12.2M | $30.2M | ||
| Q1 25 | $58.9M | $238.3M | ||
| Q4 24 | $98.6M | $208.2M | ||
| Q3 24 | $81.4M | $544.0M | ||
| Q2 24 | $30.9M | $102.0M | ||
| Q1 24 | $-7.8M | $4.8M |
毛利率ACIWRPRX
| Q4 25 | 53.0% | — | ||
| Q3 25 | 53.7% | — | ||
| Q2 25 | 41.5% | — | ||
| Q1 25 | 45.9% | — | ||
| Q4 24 | 55.8% | — | ||
| Q3 24 | 56.3% | — | ||
| Q2 24 | 45.6% | — | ||
| Q1 24 | 39.5% | — |
营业利润率ACIWRPRX
| Q4 25 | 22.6% | 62.4% | ||
| Q3 25 | 26.5% | 70.1% | ||
| Q2 25 | 8.7% | 36.3% | ||
| Q1 25 | 14.8% | 94.0% | ||
| Q4 24 | 27.0% | 60.9% | ||
| Q3 24 | 27.1% | — | ||
| Q2 24 | 14.4% | 50.2% | ||
| Q1 24 | 3.0% | -13.0% |
净利率ACIWRPRX
| Q4 25 | 13.4% | 34.4% | ||
| Q3 25 | 18.9% | 47.3% | ||
| Q2 25 | 3.0% | 5.2% | ||
| Q1 25 | 14.9% | 41.9% | ||
| Q4 24 | 21.8% | 35.1% | ||
| Q3 24 | 18.0% | 96.3% | ||
| Q2 24 | 8.3% | 19.0% | ||
| Q1 24 | -2.5% | 0.8% |
每股收益（稀释后）ACIWRPRX
| Q4 25 | $0.61 | $0.49 | ||
| Q3 25 | $0.88 | $0.67 | ||
| Q2 25 | $0.12 | $0.07 | ||
| Q1 25 | $0.55 | $0.55 | ||
| Q4 24 | $0.92 | $0.46 | ||
| Q3 24 | $0.77 | $1.21 | ||
| Q2 24 | $0.29 | $0.23 | ||
| Q1 24 | $-0.07 | $0.01 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $196.5M | $618.7M |
| 总债务越低越好 | $817.6M | $9.0B |
| 股东权益账面价值 | $1.5B | $9.7B |
| 总资产 | $3.1B | $19.6B |
| 负债/权益比越低杠杆越低 | 0.54× | 0.92× |
8季度趋势，按日历期对齐
现金及短期投资ACIWRPRX
| Q4 25 | $196.5M | $618.7M | ||
| Q3 25 | $199.3M | $938.9M | ||
| Q2 25 | $189.7M | $631.9M | ||
| Q1 25 | $230.1M | $1.1B | ||
| Q4 24 | $216.4M | $929.0M | ||
| Q3 24 | $177.9M | $950.1M | ||
| Q2 24 | $157.0M | $1.8B | ||
| Q1 24 | $183.4M | $843.0M |
总债务ACIWRPRX
| Q4 25 | $817.6M | $9.0B | ||
| Q3 25 | $867.8M | $8.9B | ||
| Q2 25 | $898.0M | $8.0B | ||
| Q1 25 | $845.9M | $7.6B | ||
| Q4 24 | $924.6M | $7.6B | ||
| Q3 24 | $994.3M | $7.6B | ||
| Q2 24 | $1.0B | $7.6B | ||
| Q1 24 | $1.0B | $6.1B |
股东权益ACIWRPRX
| Q4 25 | $1.5B | $9.7B | ||
| Q3 25 | $1.5B | $9.6B | ||
| Q2 25 | $1.4B | $9.5B | ||
| Q1 25 | $1.5B | $9.8B | ||
| Q4 24 | $1.4B | $10.3B | ||
| Q3 24 | $1.3B | $10.3B | ||
| Q2 24 | $1.2B | $9.8B | ||
| Q1 24 | $1.3B | $9.9B |
总资产ACIWRPRX
| Q4 25 | $3.1B | $19.6B | ||
| Q3 25 | $3.2B | $19.3B | ||
| Q2 25 | $3.1B | $18.3B | ||
| Q1 25 | $3.2B | $17.6B | ||
| Q4 24 | $3.0B | $18.2B | ||
| Q3 24 | $3.1B | $18.0B | ||
| Q2 24 | $3.4B | $17.7B | ||
| Q1 24 | $3.3B | $16.1B |
负债/权益比ACIWRPRX
| Q4 25 | 0.54× | 0.92× | ||
| Q3 25 | 0.59× | 0.93× | ||
| Q2 25 | 0.64× | 0.84× | ||
| Q1 25 | 0.57× | 0.78× | ||
| Q4 24 | 0.65× | 0.74× | ||
| Q3 24 | 0.75× | 0.74× | ||
| Q2 24 | 0.82× | 0.78× | ||
| Q1 24 | 0.81× | 0.62× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $121.8M | $827.1M |
| 自由现金流经营现金流 - 资本支出 | $116.6M | — |
| 自由现金流率自由现金流/营收 | 24.2% | — |
| 资本支出强度资本支出/营收 | 1.1% | — |
| 现金转化率经营现金流/净利润 | 1.89× | 3.86× |
| 过去12个月自由现金流最近4个季度 | $309.9M | — |
8季度趋势，按日历期对齐
经营现金流ACIWRPRX
| Q4 25 | $121.8M | $827.1M | ||
| Q3 25 | $73.0M | $702.6M | ||
| Q2 25 | $49.8M | $364.0M | ||
| Q1 25 | $78.2M | $596.1M | ||
| Q4 24 | $126.5M | $742.5M | ||
| Q3 24 | $54.0M | $703.6M | ||
| Q2 24 | $55.0M | $658.2M | ||
| Q1 24 | $123.2M | $664.6M |
自由现金流ACIWRPRX
| Q4 25 | $116.6M | — | ||
| Q3 25 | $69.6M | — | ||
| Q2 25 | $47.6M | — | ||
| Q1 25 | $76.1M | — | ||
| Q4 24 | $119.5M | — | ||
| Q3 24 | $50.5M | — | ||
| Q2 24 | $53.3M | — | ||
| Q1 24 | $120.0M | — |
自由现金流率ACIWRPRX
| Q4 25 | 24.2% | — | ||
| Q3 25 | 14.4% | — | ||
| Q2 25 | 11.9% | — | ||
| Q1 25 | 19.3% | — | ||
| Q4 24 | 26.4% | — | ||
| Q3 24 | 11.2% | — | ||
| Q2 24 | 14.3% | — | ||
| Q1 24 | 38.0% | — |
资本支出强度ACIWRPRX
| Q4 25 | 1.1% | — | ||
| Q3 25 | 0.7% | — | ||
| Q2 25 | 0.5% | — | ||
| Q1 25 | 0.5% | — | ||
| Q4 24 | 1.5% | — | ||
| Q3 24 | 0.8% | — | ||
| Q2 24 | 0.5% | — | ||
| Q1 24 | 1.0% | — |
现金转化率ACIWRPRX
| Q4 25 | 1.89× | 3.86× | ||
| Q3 25 | 0.80× | 2.44× | ||
| Q2 25 | 4.08× | 12.06× | ||
| Q1 25 | 1.33× | 2.50× | ||
| Q4 24 | 1.28× | 3.57× | ||
| Q3 24 | 0.66× | 1.29× | ||
| Q2 24 | 1.78× | 6.45× | ||
| Q1 24 | — | 139.10× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
ACIW
| Issuing And Acquiring | $183.7M | 38% |
| License | $158.3M | 33% |
| Maintenance | $50.8M | 11% |
| Software And Platform Service | $49.6M | 10% |
| Merchant Payments | $42.4M | 9% |
RPRX
| Financial Royalty Assets | $592.4M | 95% |
| Royalty Income Other | $29.6M | 5% |
