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AGENUS INC（AGEN）与REDWOOD TRUST INC（RWT）财务数据对比。点击上方公司名可切换其他公司
AGENUS INC的季度营收约是REDWOOD TRUST INC的1.3倍（$34.2M vs $25.9M），REDWOOD TRUST INC净利率更高（77.2% vs -31.0%，领先108.3%），AGENUS INC同比增速更快（27.5% vs -6.1%），过去两年AGENUS INC的营收复合增速更高（10.5% vs -41.0%）
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。
Redwood Trust Inc是总部位于美国的专业房地产投资信托公司，主营住宅与商业抵押贷款、抵押贷款支持证券及房地产信贷类资产的投资管理，核心业务覆盖住宅抵押贷款发放、商业地产信贷和投资服务，客户以机构投资者和房地产市场参与者为主。
AGEN vs RWT — 直观对比
营收规模更大
AGEN
是对方的1.3倍
$25.9M
营收增速更快
AGEN
高出33.5%
-6.1%
净利率更高
RWT
高出108.3%
-31.0%
两年增速更快
AGEN
近两年复合增速
-41.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $34.2M | $25.9M |
| 净利润 | $-10.6M | $20.0M |
| 毛利率 | — | — |
| 营业利润率 | 42.1% | — |
| 净利率 | -31.0% | 77.2% |
| 营收同比 | 27.5% | -6.1% |
| 净利润同比 | 77.3% | 402.6% |
| 每股收益（稀释后） | $0.09 | $0.11 |
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AGENRWT
| Q4 25 | $34.2M | $25.9M | ||
| Q3 25 | $30.2M | $15.0M | ||
| Q2 25 | $25.7M | $13.8M | ||
| Q1 25 | $24.1M | $27.9M | ||
| Q4 24 | $26.8M | $27.6M | ||
| Q3 24 | $25.1M | $25.5M | ||
| Q2 24 | $23.5M | $67.4M | ||
| Q1 24 | $28.0M | $74.5M |
净利润AGENRWT
| Q4 25 | $-10.6M | $20.0M | ||
| Q3 25 | $63.9M | $-7.7M | ||
| Q2 25 | $-30.0M | $-98.5M | ||
| Q1 25 | $-26.4M | $16.1M | ||
| Q4 24 | $-46.8M | $-6.6M | ||
| Q3 24 | $-67.2M | $14.8M | ||
| Q2 24 | $-54.8M | $15.5M | ||
| Q1 24 | $-63.5M | $30.3M |
毛利率AGENRWT
| 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AGENRWT
| Q4 25 | 42.1% | — | ||
| Q3 25 | -15.0% | -9.0% | ||
| Q2 25 | -65.0% | -679.0% | ||
| Q1 25 | -55.3% | 80.2% | ||
| Q4 24 | -96.5% | -1.3% | ||
| Q3 24 | -125.5% | 86.1% | ||
| Q2 24 | -128.4% | 30.3% | ||
| Q1 24 | -117.4% | 41.3% |
净利率AGENRWT
| Q4 25 | -31.0% | 77.2% | ||
| Q3 25 | 211.4% | -51.4% | ||
| Q2 25 | -116.8% | -712.0% | ||
| Q1 25 | -109.6% | 57.8% | ||
| Q4 24 | -174.4% | -24.0% | ||
| Q3 24 | -267.7% | 58.1% | ||
| Q2 24 | -233.1% | 23.0% | ||
| Q1 24 | -226.6% | 40.6% |
每股收益（稀释后）AGENRWT
| Q4 25 | $0.09 | $0.11 | ||
| Q3 25 | $1.94 | $-0.08 | ||
| Q2 25 | $-1.00 | $-0.76 | ||
| Q1 25 | $-1.03 | $0.10 | ||
| Q4 24 | $-1.95 | $-0.08 | ||
| Q3 24 | $-3.08 | $0.09 | ||
| Q2 24 | $-2.52 | $0.10 | ||
| Q1 24 | $-3.04 | $0.21 |
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 | $255.7M |
| 总债务越低越好 | $44.7M | — |
| 股东权益账面价值 | $-271.1M | $982.6M |
| 总资产 | $226.8M | $23.7B |
| 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AGENRWT
| Q4 25 | $3.0M | $255.7M | ||
| Q3 25 | $3.5M | $226.3M | ||
| Q2 25 | $9.5M | $302.0M | ||
| Q1 25 | $18.5M | $259.9M | ||
| Q4 24 | $40.4M | $245.2M | ||
| Q3 24 | $44.8M | $253.7M | ||
| Q2 24 | $93.7M | $275.6M | ||
| Q1 24 | $52.9M | $275.4M |
总债务AGENRWT
| 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 | — | $1.7B |
股东权益AGENRWT
| Q4 25 | $-271.1M | $982.6M | ||
| Q3 25 | $-274.1M | $999.0M | ||
| Q2 25 | $-354.6M | $1.1B | ||
| Q1 25 | $-341.8M | $1.2B | ||
| Q4 24 | $-326.4M | $1.2B | ||
| Q3 24 | $-292.3M | $1.2B | ||
| Q2 24 | $-241.3M | $1.2B | ||
| Q1 24 | $-201.4M | $1.2B |
总资产AGENRWT
| Q4 25 | $226.8M | $23.7B | ||
| Q3 25 | $233.9M | $22.6B | ||
| Q2 25 | $185.2M | $21.3B | ||
| Q1 25 | $200.2M | $19.9B | ||
| Q4 24 | $226.3M | $18.3B | ||
| Q3 24 | $238.5M | $18.4B | ||
| Q2 24 | $292.4M | $16.5B | ||
| Q1 24 | $256.6M | $15.1B |
负债/权益比AGENRWT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 1.39× |
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 | $-10.1B |
| 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 | — | -504.15× |
| 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AGENRWT
| Q4 25 | $-16.6M | $-10.1B | ||
| Q3 25 | $-14.7M | $-2.7B | ||
| Q2 25 | $-20.2M | $-2.1B | ||
| Q1 25 | $-25.6M | $-2.0B | ||
| Q4 24 | $-28.7M | $-5.9B | ||
| Q3 24 | $-53.3M | $-2.1B | ||
| Q2 24 | $-38.2M | $-2.0B | ||
| Q1 24 | $-38.2M | $-954.2M |
自由现金流AGENRWT
| 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AGENRWT
| 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AGENRWT
| 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AGENRWT
| Q4 25 | — | -504.15× | ||
| Q3 25 | -0.23× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | -120.92× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | -140.86× | ||
| Q2 24 | — | -126.56× | ||
| Q1 24 | — | -31.53× |
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% |
RWT
暂无分部数据
