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AGENUS INC（AGEN）与RMR GROUP INC.（RMR）财务数据对比。点击上方公司名可切换其他公司
RMR GROUP INC.的季度营收约是AGENUS INC的2.0倍（$66.7M vs $34.2M），RMR GROUP INC.净利率更高（18.3% vs -31.0%，领先49.3%），RMR GROUP INC.同比增速更快（40.8% vs 27.5%）
Agenus Inc.是一家总部位于美国马萨诸塞州列克星敦的生物技术公司，核心业务聚焦免疫治疗领域，尤其专注于利用人体免疫系统控制或治愈癌症的肿瘤免疫治疗。公司目前正在研发检查点调节剂、个性化抗癌疫苗，以及可适配多种疫苗的免疫佐剂，其中检查点调节剂作为当前进展迅速的方向，早期产品已为患者带来突破性临床获益。
RMR集团是总部位于美国的另类资产管理企业，核心业务聚焦不动产及相关投资，覆盖商业地产、住宅物业、基础设施等赛道，服务全球核心市场的机构投资者、高净值人士及零售客户。
AGEN vs RMR — 直观对比
营收规模更大
RMR
是对方的2.0倍
$34.2M
营收增速更快
RMR
高出13.3%
27.5%
净利率更高
RMR
高出49.3%
-31.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $34.2M | $66.7M |
| 净利润 | $-10.6M | $12.2M |
| 毛利率 | — | — |
| 营业利润率 | 42.1% | 48.1% |
| 净利率 | -31.0% | 18.3% |
| 营收同比 | 27.5% | 40.8% |
| 净利润同比 | 77.3% | 91.1% |
| 每股收益（稀释后） | $0.09 | $0.71 |
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AGENRMR
| Q4 25 | $34.2M | $66.7M | ||
| Q3 25 | $30.2M | — | ||
| Q2 25 | $25.7M | — | ||
| Q1 25 | $24.1M | — | ||
| Q4 24 | $26.8M | — | ||
| Q3 24 | $25.1M | — | ||
| Q2 24 | $23.5M | — | ||
| Q1 24 | $28.0M | — |
净利润AGENRMR
| Q4 25 | $-10.6M | $12.2M | ||
| Q3 25 | $63.9M | — | ||
| Q2 25 | $-30.0M | — | ||
| Q1 25 | $-26.4M | — | ||
| Q4 24 | $-46.8M | — | ||
| Q3 24 | $-67.2M | — | ||
| Q2 24 | $-54.8M | — | ||
| Q1 24 | $-63.5M | — |
毛利率AGENRMR
| Q4 25 | — | — | ||
| Q3 25 | 97.9% | — | ||
| Q2 25 | 99.1% | — | ||
| Q1 25 | 99.4% | — | ||
| Q4 24 | 99.6% | — | ||
| Q3 24 | 99.4% | — | ||
| Q2 24 | 99.5% | — | ||
| Q1 24 | 99.6% | — |
营业利润率AGENRMR
| Q4 25 | 42.1% | 48.1% | ||
| Q3 25 | -15.0% | — | ||
| Q2 25 | -65.0% | — | ||
| Q1 25 | -55.3% | — | ||
| Q4 24 | -96.5% | — | ||
| Q3 24 | -125.5% | — | ||
| Q2 24 | -128.4% | — | ||
| Q1 24 | -117.4% | — |
净利率AGENRMR
| Q4 25 | -31.0% | 18.3% | ||
| Q3 25 | 211.4% | — | ||
| Q2 25 | -116.8% | — | ||
| Q1 25 | -109.6% | — | ||
| Q4 24 | -174.4% | — | ||
| Q3 24 | -267.7% | — | ||
| Q2 24 | -233.1% | — | ||
| Q1 24 | -226.6% | — |
每股收益（稀释后）AGENRMR
| Q4 25 | $0.09 | $0.71 | ||
| Q3 25 | $1.94 | — | ||
| Q2 25 | $-1.00 | — | ||
| Q1 25 | $-1.03 | — | ||
| Q4 24 | $-1.95 | — | ||
| Q3 24 | $-3.08 | — | ||
| Q2 24 | $-2.52 | — | ||
| Q1 24 | $-3.04 | — |
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 | $3.0M | $49.3M |
| 总债务越低越好 | $44.7M | — |
| 股东权益账面价值 | $-271.1M | $232.7M |
| 总资产 | $226.8M | $687.1M |
| 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AGENRMR
| Q4 25 | $3.0M | $49.3M | ||
| Q3 25 | $3.5M | — | ||
| Q2 25 | $9.5M | — | ||
| Q1 25 | $18.5M | — | ||
| Q4 24 | $40.4M | — | ||
| Q3 24 | $44.8M | — | ||
| Q2 24 | $93.7M | — | ||
| Q1 24 | $52.9M | — |
总债务AGENRMR
| Q4 25 | $44.7M | — | ||
| Q3 25 | $34.2M | — | ||
| Q2 25 | $33.9M | — | ||
| Q1 25 | $33.6M | — | ||
| Q4 24 | $33.2M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益AGENRMR
| Q4 25 | $-271.1M | $232.7M | ||
| Q3 25 | $-274.1M | — | ||
| Q2 25 | $-354.6M | — | ||
| Q1 25 | $-341.8M | — | ||
| Q4 24 | $-326.4M | — | ||
| Q3 24 | $-292.3M | — | ||
| Q2 24 | $-241.3M | — | ||
| Q1 24 | $-201.4M | — |
总资产AGENRMR
| Q4 25 | $226.8M | $687.1M | ||
| Q3 25 | $233.9M | — | ||
| Q2 25 | $185.2M | — | ||
| Q1 25 | $200.2M | — | ||
| Q4 24 | $226.3M | — | ||
| Q3 24 | $238.5M | — | ||
| Q2 24 | $292.4M | — | ||
| Q1 24 | $256.6M | — |
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 | $-16.6M | $10.7M |
| 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 | 0.0% | — |
| 现金转化率经营现金流/净利润 | — | 0.88× |
| 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AGENRMR
| Q4 25 | $-16.6M | $10.7M | ||
| Q3 25 | $-14.7M | — | ||
| Q2 25 | $-20.2M | — | ||
| Q1 25 | $-25.6M | — | ||
| Q4 24 | $-28.7M | — | ||
| Q3 24 | $-53.3M | — | ||
| Q2 24 | $-38.2M | — | ||
| Q1 24 | $-38.2M | — |
自由现金流AGENRMR
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $-20.2M | — | ||
| Q1 25 | $-25.6M | — | ||
| Q4 24 | $-28.7M | — | ||
| Q3 24 | $-53.3M | — | ||
| Q2 24 | $-38.6M | — | ||
| Q1 24 | $-38.2M | — |
自由现金流率AGENRMR
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | -78.7% | — | ||
| Q1 25 | -106.5% | — | ||
| Q4 24 | -107.0% | — | ||
| Q3 24 | -212.2% | — | ||
| Q2 24 | -164.4% | — | ||
| Q1 24 | -136.5% | — |
资本支出强度AGENRMR
| Q4 25 | 0.0% | — | ||
| Q3 25 | 0.0% | — | ||
| Q2 25 | 0.0% | — | ||
| Q1 25 | 0.0% | — | ||
| Q4 24 | 0.3% | — | ||
| Q3 24 | 0.0% | — | ||
| Q2 24 | 2.0% | — | ||
| Q1 24 | 0.1% | — |
现金转化率AGENRMR
| Q4 25 | — | 0.88× | ||
| Q3 25 | -0.23× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| 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
AGEN
| Non Cash Royalty Revenue | $31.1M | 91% |
| Other | $3.2M | 9% |
RMR
| Management Service Incentive | $23.6M | 35% |
| Industrial Logistics Properties Trust | $15.1M | 23% |
| Managed Private Real Estate Capital | $11.1M | 17% |
| Office Properties Income Trust | $5.6M | 8% |
| Other Private Entities | $5.3M | 8% |
| RMR Residential | $3.4M | 5% |
| Sonesta International Hotels Corporation | $2.1M | 3% |
| Investment Advisory Management And Administrative Service | $1.2M | 2% |
