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AGIOS PHARMACEUTICALS, INC.（AGIO）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
REDWOOD TRUST INC的季度营收约是AGIOS PHARMACEUTICALS, INC.的1.3倍（$25.9M vs $20.0M），REDWOOD TRUST INC净利率更高（77.2% vs -541.1%，领先618.3%），AGIOS PHARMACEUTICALS, INC.同比增速更快（86.1% vs -6.1%），过去两年AGIOS PHARMACEUTICALS, INC.的营收复合增速更高（56.1% vs -41.0%）
Agios Pharmaceuticals是一家美国上市制药企业，创立于2008年，专注于开发针对基因定义疾病的创新疗法，近期核心方向为溶血性贫血治疗药物，总部位于马萨诸塞州剑桥市，2013年7月完成首次公开募股。
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。
AGIO vs RWT — 直观对比
营收规模更大
RWT
是对方的1.3倍
$20.0M
营收增速更快
AGIO
高出92.2%
-6.1%
净利率更高
RWT
高出618.3%
-541.1%
两年增速更快
AGIO
近两年复合增速
-41.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $20.0M | $25.9M |
| 净利润 | $-108.0M | $20.0M |
| 毛利率 | 90.6% | — |
| 营业利润率 | -608.9% | — |
| 净利率 | -541.1% | 77.2% |
| 营收同比 | 86.1% | -6.1% |
| 净利润同比 | -11.9% | 402.6% |
| 每股收益（稀释后） | $-1.86 | $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AGIORWT
| Q4 25 | $20.0M | $25.9M | ||
| Q3 25 | $12.9M | $15.0M | ||
| Q2 25 | $12.5M | $13.8M | ||
| Q1 25 | $8.7M | $27.9M | ||
| Q4 24 | $10.7M | $27.6M | ||
| Q3 24 | $9.0M | $25.5M | ||
| Q2 24 | $8.6M | $67.4M | ||
| Q1 24 | $8.2M | $74.5M |
净利润AGIORWT
| Q4 25 | $-108.0M | $20.0M | ||
| Q3 25 | $-103.4M | $-7.7M | ||
| Q2 25 | $-112.0M | $-98.5M | ||
| Q1 25 | $-89.3M | $16.1M | ||
| Q4 24 | $-96.5M | $-6.6M | ||
| Q3 24 | $947.9M | $14.8M | ||
| Q2 24 | $-96.1M | $15.5M | ||
| Q1 24 | $-81.5M | $30.3M |
毛利率AGIORWT
| Q4 25 | 90.6% | — | ||
| Q3 25 | 87.0% | — | ||
| Q2 25 | 86.3% | — | ||
| Q1 25 | 87.6% | — | ||
| Q4 24 | 88.3% | — | ||
| Q3 24 | 91.3% | — | ||
| Q2 24 | 82.6% | — | ||
| Q1 24 | 92.3% | — |
营业利润率AGIORWT
| Q4 25 | -608.9% | — | ||
| Q3 25 | -907.4% | -9.0% | ||
| Q2 25 | -1020.1% | -679.0% | ||
| Q1 25 | -1222.0% | 80.2% | ||
| Q4 24 | -1165.3% | -1.3% | ||
| Q3 24 | -1146.9% | 86.1% | ||
| Q2 24 | -1228.3% | 30.3% | ||
| Q1 24 | -1124.3% | 41.3% |
净利率AGIORWT
| Q4 25 | -541.1% | 77.2% | ||
| Q3 25 | -803.1% | -51.4% | ||
| Q2 25 | -899.4% | -712.0% | ||
| Q1 25 | -1023.3% | 57.8% | ||
| Q4 24 | -899.6% | -24.0% | ||
| Q3 24 | 10574.7% | 58.1% | ||
| Q2 24 | -1115.7% | 23.0% | ||
| Q1 24 | -995.8% | 40.6% |
每股收益（稀释后）AGIORWT
| Q4 25 | $-1.86 | $0.11 | ||
| Q3 25 | $-1.78 | $-0.08 | ||
| Q2 25 | $-1.93 | $-0.76 | ||
| Q1 25 | $-1.55 | $0.10 | ||
| Q4 24 | $-1.44 | $-0.08 | ||
| Q3 24 | $16.22 | $0.09 | ||
| Q2 24 | $-1.69 | $0.10 | ||
| Q1 24 | $-1.45 | $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 | $89.1M | $255.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.2B | $982.6M |
| 总资产 | $1.3B | $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AGIORWT
| Q4 25 | $89.1M | $255.7M | ||
| Q3 25 | $92.7M | $226.3M | ||
| Q2 25 | $80.9M | $302.0M | ||
| Q1 25 | $79.0M | $259.9M | ||
| Q4 24 | $76.2M | $245.2M | ||
| Q3 24 | $253.7M | $253.7M | ||
| Q2 24 | $84.5M | $275.6M | ||
| Q1 24 | $118.8M | $275.4M |
总债务AGIORWT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $1.7B |
股东权益AGIORWT
| Q4 25 | $1.2B | $982.6M | ||
| Q3 25 | $1.3B | $999.0M | ||
| Q2 25 | $1.4B | $1.1B | ||
| Q1 25 | $1.5B | $1.2B | ||
| Q4 24 | $1.5B | $1.2B | ||
| Q3 24 | $1.6B | $1.2B | ||
| Q2 24 | $660.5M | $1.2B | ||
| Q1 24 | $743.9M | $1.2B |
总资产AGIORWT
| Q4 25 | $1.3B | $23.7B | ||
| Q3 25 | $1.4B | $22.6B | ||
| Q2 25 | $1.5B | $21.3B | ||
| Q1 25 | $1.6B | $19.9B | ||
| Q4 24 | $1.7B | $18.3B | ||
| Q3 24 | $1.8B | $18.4B | ||
| Q2 24 | $773.1M | $16.5B | ||
| Q1 24 | $849.7M | $15.1B |
负债/权益比AGIORWT
| 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 | $-96.2M | $-10.1B |
| 自由现金流经营现金流 - 资本支出 | $-97.3M | — |
| 自由现金流率自由现金流/营收 | -487.5% | — |
| 资本支出强度资本支出/营收 | 5.6% | — |
| 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 | $-377.3M | — |
8季度趋势，按日历期对齐
经营现金流AGIORWT
| Q4 25 | $-96.2M | $-10.1B | ||
| Q3 25 | $-88.2M | $-2.7B | ||
| Q2 25 | $-77.1M | $-2.1B | ||
| Q1 25 | $-111.5M | $-2.0B | ||
| Q4 24 | $-133.2M | $-5.9B | ||
| Q3 24 | $-84.2M | $-2.1B | ||
| Q2 24 | $-72.6M | $-2.0B | ||
| Q1 24 | $-99.9M | $-954.2M |
自由现金流AGIORWT
| Q4 25 | $-97.3M | — | ||
| Q3 25 | $-89.7M | — | ||
| Q2 25 | $-78.0M | — | ||
| Q1 25 | $-112.3M | — | ||
| Q4 24 | $-134.1M | — | ||
| Q3 24 | $-84.6M | — | ||
| Q2 24 | $-72.7M | — | ||
| Q1 24 | $-100.0M | — |
自由现金流率AGIORWT
| Q4 25 | -487.5% | — | ||
| Q3 25 | -696.5% | — | ||
| Q2 25 | -626.2% | — | ||
| Q1 25 | -1286.4% | — | ||
| Q4 24 | -1250.1% | — | ||
| Q3 24 | -944.2% | — | ||
| Q2 24 | -844.4% | — | ||
| Q1 24 | -1221.2% | — |
资本支出强度AGIORWT
| Q4 25 | 5.6% | — | ||
| Q3 25 | 12.1% | — | ||
| Q2 25 | 7.0% | — | ||
| Q1 25 | 8.8% | — | ||
| Q4 24 | 9.0% | — | ||
| Q3 24 | 4.7% | — | ||
| Q2 24 | 1.8% | — | ||
| Q1 24 | 1.7% | — |
现金转化率AGIORWT
| Q4 25 | — | -504.15× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | -120.92× | ||
| Q4 24 | — | — | ||
| Q3 24 | -0.09× | -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
