vs
ACACIA RESEARCH CORP(ACTG)与RHYTHM PHARMACEUTICALS, INC.(RYTM)财务数据对比。点击上方公司名可切换其他公司
RHYTHM PHARMACEUTICALS, INC.的季度营收约是ACACIA RESEARCH CORP的1.1倍($57.3M vs $50.1M),ACACIA RESEARCH CORP净利率更高(6.8% vs -83.0%,领先89.8%),RHYTHM PHARMACEUTICALS, INC.同比增速更快(36.9% vs 2.6%),过去两年RHYTHM PHARMACEUTICALS, INC.的营收复合增速更高(48.5% 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。
Rhythm Pharmaceuticals是一家专注于罕见病领域的生物制药企业,主要开发和商业化针对罕见遗传性肥胖症的靶向疗法,覆盖POMC缺陷、LEPR缺陷、巴德-毕德氏综合征等适应症,服务北美、欧洲地区缺少有效治疗方案的患者群体。
ACTG vs RYTM — 直观对比
营收规模更大
RYTM
是对方的1.1倍
$50.1M
营收增速更快
RYTM
高出34.2%
2.6%
净利率更高
ACTG
高出89.8%
-83.0%
两年增速更快
RYTM
近两年复合增速
43.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $50.1M | $57.3M |
| 净利润 | $3.4M | $-47.5M |
| 毛利率 | 12.8% | 91.6% |
| 营业利润率 | -26.1% | -82.2% |
| 净利率 | 6.8% | -83.0% |
| 营收同比 | 2.6% | 36.9% |
| 净利润同比 | 125.5% | -9.6% |
| 每股收益(稀释后) | $0.03 | $-0.73 |
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
RYTM
| Q4 25 | $50.1M | $57.3M | ||
| Q3 25 | $59.4M | $51.3M | ||
| Q2 25 | $51.2M | $48.5M | ||
| Q1 25 | $124.4M | $32.7M | ||
| Q4 24 | $48.8M | $41.8M | ||
| Q3 24 | $23.3M | $33.3M | ||
| Q2 24 | $25.8M | $29.1M | ||
| Q1 24 | $24.3M | $26.0M |
净利润
ACTG
RYTM
| Q4 25 | $3.4M | $-47.5M | ||
| Q3 25 | $-2.7M | $-52.9M | ||
| Q2 25 | $-3.3M | $-46.6M | ||
| Q1 25 | $24.3M | $-49.5M | ||
| Q4 24 | $-13.4M | $-43.3M | ||
| Q3 24 | $-14.0M | $-43.6M | ||
| Q2 24 | $-8.4M | $-32.3M | ||
| Q1 24 | $-186.0K | $-141.4M |
毛利率
ACTG
RYTM
| Q4 25 | 12.8% | 91.6% | ||
| Q3 25 | 21.2% | 89.3% | ||
| Q2 25 | 12.8% | 88.6% | ||
| Q1 25 | 47.4% | 88.8% | ||
| Q4 24 | 17.6% | 90.9% | ||
| Q3 24 | 10.1% | 88.5% | ||
| Q2 24 | 26.2% | 89.9% | ||
| Q1 24 | 49.2% | 89.2% |
营业利润率
ACTG
RYTM
| Q4 25 | -26.1% | -82.2% | ||
| Q3 25 | -10.8% | -102.6% | ||
| Q2 25 | -24.2% | -93.4% | ||
| Q1 25 | 30.8% | -143.7% | ||
| Q4 24 | -32.4% | -98.6% | ||
| Q3 24 | -44.1% | -132.0% | ||
| Q2 24 | -18.4% | -139.2% | ||
| Q1 24 | -8.6% | -538.7% |
净利率
ACTG
RYTM
| Q4 25 | 6.8% | -83.0% | ||
| Q3 25 | -4.6% | -103.1% | ||
| Q2 25 | -6.4% | -96.1% | ||
| Q1 25 | 19.5% | -151.4% | ||
| Q4 24 | -27.5% | -103.6% | ||
| Q3 24 | -60.0% | -131.2% | ||
| Q2 24 | -32.7% | -110.9% | ||
| Q1 24 | -0.8% | -544.4% |
每股收益(稀释后)
ACTG
RYTM
| Q4 25 | $0.03 | $-0.73 | ||
| Q3 25 | $-0.03 | $-0.82 | ||
| Q2 25 | $-0.03 | $-0.75 | ||
| Q1 25 | $0.25 | $-0.81 | ||
| Q4 24 | $-0.14 | $-0.71 | ||
| Q3 24 | $-0.14 | $-0.73 | ||
| Q2 24 | $-0.08 | $-0.55 | ||
| Q1 24 | $0.00 | $-2.35 |
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 | $388.9M |
| 总债务越低越好 | $91.9M | — |
| 股东权益账面价值 | $543.5M | $139.1M |
| 总资产 | $771.0M | $480.2M |
| 负债/权益比越低杠杆越低 | 0.17× | — |
8季度趋势,按日历期对齐
现金及短期投资
ACTG
RYTM
| Q4 25 | $306.7M | $388.9M | ||
| Q3 25 | $301.8M | $416.1M | ||
| Q2 25 | $316.7M | $291.0M | ||
| Q1 25 | $272.0M | $314.5M | ||
| Q4 24 | $273.9M | $320.6M | ||
| Q3 24 | $410.9M | $298.4M | ||
| Q2 24 | $441.9M | $319.1M | ||
| Q1 24 | $498.4M | $201.2M |
总债务
ACTG
RYTM
| Q4 25 | $91.9M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益
ACTG
RYTM
| Q4 25 | $543.5M | $139.1M | ||
| Q3 25 | $537.6M | $148.8M | ||
| Q2 25 | $538.6M | $-11.9M | ||
| Q1 25 | $540.2M | $18.9M | ||
| Q4 24 | $514.8M | $21.7M | ||
| Q3 24 | $540.2M | $11.2M | ||
| Q2 24 | $560.7M | $39.3M | ||
| Q1 24 | $568.3M | $61.6M |
总资产
ACTG
RYTM
| Q4 25 | $771.0M | $480.2M | ||
| Q3 25 | $768.9M | $506.9M | ||
| Q2 25 | $775.5M | $372.7M | ||
| Q1 25 | $801.6M | $386.7M | ||
| Q4 24 | $756.4M | $392.3M | ||
| Q3 24 | $707.6M | $363.6M | ||
| Q2 24 | $753.6M | $381.8M | ||
| Q1 24 | $631.7M | $258.7M |
负债/权益比
ACTG
RYTM
| Q4 25 | 0.17× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| 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 | $-25.4M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 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 | — | — |
8季度趋势,按日历期对齐
经营现金流
ACTG
RYTM
| Q4 25 | $75.2M | $-25.4M | ||
| Q3 25 | $9.5M | $-26.6M | ||
| Q2 25 | $50.1M | $-23.3M | ||
| Q1 25 | $2.4M | $-40.4M | ||
| Q4 24 | $50.1M | $-18.8M | ||
| Q3 24 | $-593.0K | $-25.2M | ||
| Q2 24 | $16.1M | $-29.1M | ||
| Q1 24 | $54.8M | $-40.7M |
自由现金流
ACTG
RYTM
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $335.0K | — | ||
| Q4 24 | $-98.5M | — | ||
| Q3 24 | $-2.8M | — | ||
| Q2 24 | $-126.7M | — | ||
| Q1 24 | $54.6M | — |
自由现金流率
ACTG
RYTM
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.3% | — | ||
| Q4 24 | -201.8% | — | ||
| Q3 24 | -12.1% | — | ||
| Q2 24 | -490.5% | — | ||
| Q1 24 | 224.4% | — |
资本支出强度
ACTG
RYTM
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 1.7% | — | ||
| Q4 24 | 304.4% | — | ||
| Q3 24 | 9.6% | — | ||
| Q2 24 | 553.0% | — | ||
| Q1 24 | 1.1% | — |
现金转化率
ACTG
RYTM
| 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% |
RYTM
暂无分部数据