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Alpha Cognition Inc.（ACOG）与DBV Technologies S.A.（DBVT）财务数据对比。点击上方公司名可切换其他公司
Alpha Cognition Inc.的季度营收约是DBV Technologies S.A.的1.0倍（$2.8M vs $2.8M），Alpha Cognition Inc.净利率更高（-245.5% vs -1195.5%，领先950.1%），Alpha Cognition Inc.自由现金流更多（$-7.1M vs $-32.6M）
DBV Technologies是一家总部位于法国巴涅的公开上市生物制药企业，核心研发成果为Viaskin给药技术，可在不进入血液循环的前提下，让过敏原或抗原作用于完整皮肤。其花生过敏疗法Viaskin Peanut的临床开发，已获得美国食品药品监督管理局授予快速通道资格。
ACOG vs DBVT — 直观对比
营收规模更大
ACOG
是对方的1.0倍
$2.8M
净利率更高
ACOG
高出950.1%
-1195.5%
自由现金流更多
ACOG
多$25.5M
$-32.6M
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.8M | $2.8M |
| 净利润 | $-6.9M | $-33.2M |
| 毛利率 | — | — |
| 营业利润率 | -283.7% | -1235.7% |
| 净利率 | -245.5% | -1195.5% |
| 营收同比 | — | 158.8% |
| 净利润同比 | — | -8.9% |
| 每股收益（稀释后） | $-0.10 | $-0.24 |
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ACOGDBVT
| Q4 25 | $2.8M | — | ||
| Q3 25 | $2.8M | $2.8M | ||
| Q2 25 | $1.7M | $1.5M | ||
| Q1 25 | $2.9M | — | ||
| Q2 24 | — | $1.2M | ||
| Q1 24 | — | $1.4M | ||
| Q4 23 | — | $8.9M | ||
| Q3 23 | — | $2.4M |
净利润ACOGDBVT
| Q4 25 | $-6.9M | — | ||
| Q3 25 | $-1.3M | $-33.2M | ||
| Q2 25 | $-10.5M | $-41.9M | ||
| Q1 25 | $-2.0M | — | ||
| Q2 24 | — | $-33.1M | ||
| Q1 24 | — | $-27.3M | ||
| Q4 23 | — | $134.3M | ||
| Q3 23 | — | $-16.7M |
毛利率ACOGDBVT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 96.7% | — | ||
| Q1 25 | 99.6% | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — | ||
| Q4 23 | — | — | ||
| Q3 23 | — | — |
营业利润率ACOGDBVT
| Q4 25 | -283.7% | — | ||
| Q3 25 | -187.0% | -1235.7% | ||
| Q2 25 | -346.1% | -2806.2% | ||
| Q1 25 | -125.9% | — | ||
| Q2 24 | — | -2914.9% | ||
| Q1 24 | — | -2029.7% | ||
| Q4 23 | — | -134.3% | ||
| Q3 23 | — | -770.2% |
净利率ACOGDBVT
| Q4 25 | -245.5% | — | ||
| Q3 25 | -46.4% | -1195.5% | ||
| Q2 25 | -632.7% | -2858.4% | ||
| Q1 25 | -68.5% | — | ||
| Q2 24 | — | -2852.4% | ||
| Q1 24 | — | -1943.5% | ||
| Q4 23 | — | 1512.8% | ||
| Q3 23 | — | -705.6% |
每股收益（稀释后）ACOGDBVT
| Q4 25 | $-0.10 | — | ||
| Q3 25 | $-0.30 | $-0.24 | ||
| Q2 25 | $-0.65 | $-0.31 | ||
| Q1 25 | $-0.13 | — | ||
| Q2 24 | — | $-0.34 | ||
| Q1 24 | — | $-0.28 | ||
| Q4 23 | — | $-0.11 | ||
| Q3 23 | — | $-0.17 |
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 | $66.0M | $69.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $62.5M | $52.9M |
| 总资产 | $79.7M | $110.5M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资ACOGDBVT
| Q4 25 | $66.0M | — | ||
| Q3 25 | $35.4M | $69.8M | ||
| Q2 25 | $39.4M | $103.2M | ||
| Q1 25 | $45.5M | — | ||
| Q2 24 | — | $66.2M | ||
| Q1 24 | — | $101.5M | ||
| Q4 23 | — | $141.4M | ||
| Q3 23 | — | $149.1M |
股东权益ACOGDBVT
| Q4 25 | $62.5M | — | ||
| Q3 25 | $33.9M | $52.9M | ||
| Q2 25 | $31.9M | $86.2M | ||
| Q1 25 | $40.8M | — | ||
| Q2 24 | — | $79.1M | ||
| Q1 24 | — | $111.7M | ||
| Q4 23 | — | $140.2M | ||
| Q3 23 | — | $144.0M |
总资产ACOGDBVT
| Q4 25 | $79.7M | — | ||
| Q3 25 | $46.3M | $110.5M | ||
| Q2 25 | $45.1M | $143.4M | ||
| Q1 25 | $48.6M | — | ||
| Q2 24 | — | $114.2M | ||
| Q1 24 | — | $145.9M | ||
| Q4 23 | — | $183.0M | ||
| Q3 23 | — | $189.8M |
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 | $-6.9M | $-32.4M |
| 自由现金流经营现金流 - 资本支出 | $-7.1M | $-32.6M |
| 自由现金流率自由现金流/营收 | -252.6% | -1173.5% |
| 资本支出强度资本支出/营收 | 5.3% | 4.2% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $-20.7M | $-138.3M |
8季度趋势，按日历期对齐
经营现金流ACOGDBVT
| Q4 25 | $-6.9M | — | ||
| Q3 25 | $-5.3M | $-32.4M | ||
| Q2 25 | $-6.1M | $-33.9M | ||
| Q1 25 | $-2.0M | — | ||
| Q2 24 | — | $-35.1M | ||
| Q1 24 | — | $-34.7M | ||
| Q4 23 | — | $-13.7M | ||
| Q3 23 | — | $-19.6M |
自由现金流ACOGDBVT
| Q4 25 | $-7.1M | — | ||
| Q3 25 | $-5.4M | $-32.6M | ||
| Q2 25 | $-6.1M | $-33.9M | ||
| Q1 25 | $-2.1M | — | ||
| Q2 24 | — | $-35.8M | ||
| Q1 24 | — | $-36.0M | ||
| Q4 23 | — | $-14.0M | ||
| Q3 23 | — | $-19.6M |
自由现金流率ACOGDBVT
| Q4 25 | -252.6% | — | ||
| Q3 25 | -188.8% | -1173.5% | ||
| Q2 25 | -370.9% | -2316.5% | ||
| Q1 25 | -72.0% | — | ||
| Q2 24 | — | -3084.0% | ||
| Q1 24 | — | -2560.6% | ||
| Q4 23 | — | -158.2% | ||
| Q3 23 | — | -827.3% |
资本支出强度ACOGDBVT
| Q4 25 | 5.3% | — | ||
| Q3 25 | 2.6% | 4.2% | ||
| Q2 25 | 0.5% | 2.2% | ||
| Q1 25 | 2.2% | — | ||
| Q2 24 | — | 63.0% | ||
| Q1 24 | — | 94.9% | ||
| Q4 23 | — | 4.0% | ||
| Q3 23 | — | 2.1% |
现金转化率ACOGDBVT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — | ||
| Q4 23 | — | -0.10× | ||
| Q3 23 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
