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ACACIA RESEARCH CORP(ACTG)与RECURSION PHARMACEUTICALS, INC.(RXRX)财务数据对比。点击上方公司名可切换其他公司
ACACIA RESEARCH CORP的季度营收约是RECURSION PHARMACEUTICALS, INC.的1.4倍($50.1M vs $35.5M),ACACIA RESEARCH CORP净利率更高(6.8% vs -304.2%,领先311.1%),RECURSION PHARMACEUTICALS, INC.同比增速更快(681.7% vs 2.6%),过去两年RECURSION PHARMACEUTICALS, INC.的营收复合增速更高(60.5% vs 43.6%)
槐亚研究公司是一家总部位于纽约市的美国上市企业,在科技、能源以及工业制造领域开展业务收购与运营工作。该公司与控股股东斯塔博德价值投资合伙企业保持战略伙伴关系,这家企业在业内常被归类为专利流氓。
Recursion Pharmaceuticals是一家临床阶段生物技术企业,依托人工智能技术和高通量生物实验体系,开发针对罕见病、肿瘤、炎症性疾病等领域未满足医疗需求的创新疗法,核心市场覆盖北美,与全球多家生物制药企业合作推进在研管线落地。
ACTG vs RXRX — 直观对比
营收规模更大
ACTG
是对方的1.4倍
$35.5M
营收增速更快
RXRX
高出679.1%
2.6%
净利率更高
ACTG
高出311.1%
-304.2%
两年增速更快
RXRX
近两年复合增速
43.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $50.1M | $35.5M |
| 净利润 | $3.4M | $-108.1M |
| 毛利率 | 12.8% | 59.8% |
| 营业利润率 | -26.1% | -304.8% |
| 净利率 | 6.8% | -304.2% |
| 营收同比 | 2.6% | 681.7% |
| 净利润同比 | 125.5% | 39.6% |
| 每股收益(稀释后) | $0.03 | $-0.17 |
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
ACTG
RXRX
| Q4 25 | $50.1M | $35.5M | ||
| Q3 25 | $59.4M | $5.2M | ||
| Q2 25 | $51.2M | $19.2M | ||
| Q1 25 | $124.4M | $14.7M | ||
| Q4 24 | $48.8M | $4.5M | ||
| Q3 24 | $23.3M | $26.1M | ||
| Q2 24 | $25.8M | $14.4M | ||
| Q1 24 | $24.3M | $13.8M |
净利润
ACTG
RXRX
| Q4 25 | $3.4M | $-108.1M | ||
| Q3 25 | $-2.7M | $-162.3M | ||
| Q2 25 | $-3.3M | $-171.9M | ||
| Q1 25 | $24.3M | $-202.5M | ||
| Q4 24 | $-13.4M | $-178.9M | ||
| Q3 24 | $-14.0M | $-95.8M | ||
| Q2 24 | $-8.4M | $-97.5M | ||
| Q1 24 | $-186.0K | $-91.4M |
毛利率
ACTG
RXRX
| Q4 25 | 12.8% | 59.8% | ||
| Q3 25 | 21.2% | -183.8% | ||
| Q2 25 | 12.8% | -4.9% | ||
| Q1 25 | 47.4% | -48.0% | ||
| Q4 24 | 17.6% | -181.4% | ||
| Q3 24 | 10.1% | 53.7% | ||
| Q2 24 | 26.2% | 36.2% | ||
| Q1 24 | 49.2% | 19.1% |
营业利润率
ACTG
RXRX
| Q4 25 | -26.1% | -304.8% | ||
| Q3 25 | -10.8% | -3327.6% | ||
| Q2 25 | -24.2% | -916.8% | ||
| Q1 25 | 30.8% | -1297.9% | ||
| Q4 24 | -32.4% | -4042.4% | ||
| Q3 24 | -44.1% | -377.1% | ||
| Q2 24 | -18.4% | -697.4% | ||
| Q1 24 | -8.6% | -698.4% |
净利率
ACTG
RXRX
| Q4 25 | 6.8% | -304.2% | ||
| Q3 25 | -4.6% | -3135.3% | ||
| Q2 25 | -6.4% | -894.2% | ||
| Q1 25 | 19.5% | -1373.3% | ||
| Q4 24 | -27.5% | -3935.5% | ||
| Q3 24 | -60.0% | -367.5% | ||
| Q2 24 | -32.7% | -676.6% | ||
| Q1 24 | -0.8% | -662.4% |
每股收益(稀释后)
ACTG
RXRX
| Q4 25 | $0.03 | $-0.17 | ||
| Q3 25 | $-0.03 | $-0.36 | ||
| Q2 25 | $-0.03 | $-0.41 | ||
| Q1 25 | $0.25 | $-0.50 | ||
| Q4 24 | $-0.14 | $-0.56 | ||
| Q3 24 | $-0.14 | $-0.34 | ||
| Q2 24 | $-0.08 | $-0.40 | ||
| Q1 24 | $0.00 | $-0.39 |
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 | $306.7M | $743.3M |
| 总债务越低越好 | $91.9M | $9.6M |
| 股东权益账面价值 | $543.5M | $1.1B |
| 总资产 | $771.0M | $1.5B |
| 负债/权益比越低杠杆越低 | 0.17× | 0.01× |
8季度趋势,按日历期对齐
现金及短期投资
ACTG
RXRX
| Q4 25 | $306.7M | $743.3M | ||
| Q3 25 | $301.8M | $659.8M | ||
| Q2 25 | $316.7M | $525.1M | ||
| Q1 25 | $272.0M | $500.5M | ||
| Q4 24 | $273.9M | $594.4M | ||
| Q3 24 | $410.9M | $427.6M | ||
| Q2 24 | $441.9M | $474.3M | ||
| Q1 24 | $498.4M | $296.3M |
总债务
ACTG
RXRX
| Q4 25 | $91.9M | $9.6M | ||
| Q3 25 | — | $11.9M | ||
| Q2 25 | — | $14.2M | ||
| Q1 25 | — | $16.4M | ||
| Q4 24 | — | $19.0M | ||
| Q3 24 | — | $20.5M | ||
| Q2 24 | — | $22.9M | ||
| Q1 24 | — | — |
股东权益
ACTG
RXRX
| Q4 25 | $543.5M | $1.1B | ||
| Q3 25 | $537.6M | $1.0B | ||
| Q2 25 | $538.6M | $919.1M | ||
| Q1 25 | $540.2M | $933.9M | ||
| Q4 24 | $514.8M | $1.0B | ||
| Q3 24 | $540.2M | $524.6M | ||
| Q2 24 | $560.7M | $584.4M | ||
| Q1 24 | $568.3M | $401.2M |
总资产
ACTG
RXRX
| Q4 25 | $771.0M | $1.5B | ||
| Q3 25 | $768.9M | $1.4B | ||
| Q2 25 | $775.5M | $1.3B | ||
| Q1 25 | $801.6M | $1.3B | ||
| Q4 24 | $756.4M | $1.4B | ||
| Q3 24 | $707.6M | $726.5M | ||
| Q2 24 | $753.6M | $775.9M | ||
| Q1 24 | $631.7M | $557.8M |
负债/权益比
ACTG
RXRX
| Q4 25 | 0.17× | 0.01× | ||
| Q3 25 | — | 0.01× | ||
| Q2 25 | — | 0.02× | ||
| Q1 25 | — | 0.02× | ||
| Q4 24 | — | 0.02× | ||
| Q3 24 | — | 0.04× | ||
| Q2 24 | — | 0.04× | ||
| Q1 24 | — | — |
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 | $75.2M | $-46.1M |
| 自由现金流经营现金流 - 资本支出 | — | $-47.3M |
| 自由现金流率自由现金流/营收 | — | -133.1% |
| 资本支出强度资本支出/营收 | — | 3.5% |
| 现金转化率经营现金流/净利润 | 22.01× | — |
| 过去12个月自由现金流最近4个季度 | — | $-378.3M |
8季度趋势,按日历期对齐
经营现金流
ACTG
RXRX
| Q4 25 | $75.2M | $-46.1M | ||
| Q3 25 | $9.5M | $-117.4M | ||
| Q2 25 | $50.1M | $-76.4M | ||
| Q1 25 | $2.4M | $-132.0M | ||
| Q4 24 | $50.1M | $-115.4M | ||
| Q3 24 | $-593.0K | $-59.2M | ||
| Q2 24 | $16.1M | $-82.2M | ||
| Q1 24 | $54.8M | $-102.3M |
自由现金流
ACTG
RXRX
| Q4 25 | — | $-47.3M | ||
| Q3 25 | — | $-117.6M | ||
| Q2 25 | — | $-79.6M | ||
| Q1 25 | $335.0K | $-133.8M | ||
| Q4 24 | $-98.5M | $-116.7M | ||
| Q3 24 | $-2.8M | $-63.8M | ||
| Q2 24 | $-126.7M | $-83.4M | ||
| Q1 24 | $54.6M | $-109.0M |
自由现金流率
ACTG
RXRX
| Q4 25 | — | -133.1% | ||
| Q3 25 | — | -2272.5% | ||
| Q2 25 | — | -413.9% | ||
| Q1 25 | 0.3% | -907.4% | ||
| Q4 24 | -201.8% | -2567.7% | ||
| Q3 24 | -12.1% | -244.6% | ||
| Q2 24 | -490.5% | -578.5% | ||
| Q1 24 | 224.4% | -789.9% |
资本支出强度
ACTG
RXRX
| Q4 25 | — | 3.5% | ||
| Q3 25 | — | 4.7% | ||
| Q2 25 | — | 16.4% | ||
| Q1 25 | 1.7% | 12.4% | ||
| Q4 24 | 304.4% | 28.6% | ||
| Q3 24 | 9.6% | 17.5% | ||
| Q2 24 | 553.0% | 8.2% | ||
| Q1 24 | 1.1% | 48.2% |
现金转化率
ACTG
RXRX
| Q4 25 | 22.01× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.10× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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
ACTG
| Energy Operations | $16.0M | 32% |
| Transportation Safety | $10.4M | 21% |
| Office Storage And Display Solutions | $8.4M | 17% |
| Printers Consumables And Parts | $6.5M | 13% |
| Natural Gas Reserves | $5.1M | 10% |
| Natural Gas Liquids Reserves | $3.3M | 7% |
RXRX
暂无分部数据