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ALKAMI TECHNOLOGY, INC.（ALKT）与Ultragenyx Pharmaceutical Inc.（RARE）财务数据对比。点击上方公司名可切换其他公司
Ultragenyx Pharmaceutical Inc.的季度营收约是ALKAMI TECHNOLOGY, INC.的1.6倍（$207.3M vs $126.1M），ALKAMI TECHNOLOGY, INC.净利率更高（-7.9% vs -62.0%，领先54.1%），ALKAMI TECHNOLOGY, INC.同比增速更快（28.9% vs 25.9%），ALKAMI TECHNOLOGY, INC.自由现金流更多（$-7.4M vs $-100.8M），过去两年Ultragenyx Pharmaceutical Inc.的营收复合增速更高（38.0% vs 23.9%）
Alkami科技是一家面向美国市场的云原生数字银行解决方案提供商，主要为社区银行、信用合作社等金融机构提供在线及移动银行系统、支付处理工具、数据分析模块与客户互动功能，助力合作机构优化终端用户的数字银行使用体验。
Ultragenyx Pharmaceutical Inc.是一家总部位于美国的生物制药企业，专注于研发罕见病和超罕见遗传病的创新治疗方案，这类疾病目前大多无获批疗法，存在大量未被满足的临床需求。公司覆盖生物制剂、小分子药物、基因疗法、反义寡核苷酸及mRNA等多种药物技术平台，研发管线涵盖骨骼、内分泌、代谢、肌肉及中枢神经系统疾病领域。
ALKT vs RARE — 直观对比
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $126.1M | $207.3M |
| 净利润 | $-10.0M | $-128.6M |
| 毛利率 | 58.6% | — |
| 营业利润率 | 36.9% | -54.7% |
| 净利率 | -7.9% | -62.0% |
| 营收同比 | 28.9% | 25.9% |
| 净利润同比 | -27.5% | 3.5% |
| 每股收益（稀释后） | — | $-1.28 |
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
| Q1 26 | $126.1M | — | ||
| Q4 25 | $120.8M | $207.3M | ||
| Q3 25 | $113.0M | $159.9M | ||
| Q2 25 | $112.1M | $166.5M | ||
| Q1 25 | $97.8M | $139.3M | ||
| Q4 24 | $89.7M | $164.6M | ||
| Q3 24 | $85.9M | $139.5M | ||
| Q2 24 | $82.2M | $147.0M |
| Q1 26 | $-10.0M | — | ||
| Q4 25 | — | $-128.6M | ||
| Q3 25 | $-14.8M | $-180.4M | ||
| Q2 25 | $-13.6M | $-115.0M | ||
| Q1 25 | — | $-151.1M | ||
| Q4 24 | — | $-133.2M | ||
| Q3 24 | $-9.4M | $-133.5M | ||
| Q2 24 | $-12.3M | $-131.6M |
| Q1 26 | 58.6% | — | ||
| Q4 25 | 57.2% | — | ||
| Q3 25 | 56.8% | — | ||
| Q2 25 | 58.6% | — | ||
| Q1 25 | 59.0% | — | ||
| Q4 24 | 59.3% | — | ||
| Q3 24 | 58.9% | — | ||
| Q2 24 | 59.4% | — |
| Q1 26 | 36.9% | — | ||
| Q4 25 | -7.9% | -54.7% | ||
| Q3 25 | -11.4% | -106.9% | ||
| Q2 25 | -14.2% | -64.8% | ||
| Q1 25 | -15.7% | -102.6% | ||
| Q4 24 | -9.6% | -74.3% | ||
| Q3 24 | -12.1% | -94.6% | ||
| Q2 24 | -16.1% | -79.1% |
| Q1 26 | -7.9% | — | ||
| Q4 25 | — | -62.0% | ||
| Q3 25 | -13.1% | -112.8% | ||
| Q2 25 | -12.1% | -69.0% | ||
| Q1 25 | — | -108.5% | ||
| Q4 24 | — | -80.9% | ||
| Q3 24 | -11.0% | -95.7% | ||
| Q2 24 | -15.0% | -89.5% |
| Q1 26 | — | — | ||
| Q4 25 | $-0.11 | $-1.28 | ||
| Q3 25 | $-0.14 | $-1.81 | ||
| Q2 25 | $-0.13 | $-1.17 | ||
| Q1 25 | $-0.08 | $-1.57 | ||
| Q4 24 | $-0.07 | $-1.34 | ||
| Q3 24 | $-0.09 | $-1.40 | ||
| Q2 24 | $-0.13 | $-1.52 |
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 | $40.4M | $421.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $370.7M | $-80.0M |
| 总资产 | $829.3M | $1.5B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q1 26 | $40.4M | — | ||
| Q4 25 | $63.5M | $421.0M | ||
| Q3 25 | $57.3M | $202.5M | ||
| Q2 25 | $52.4M | $176.3M | ||
| Q1 25 | $61.7M | $127.1M | ||
| Q4 24 | $94.4M | $174.0M | ||
| Q3 24 | $81.0M | $150.6M | ||
| Q2 24 | $61.4M | $480.7M |
| Q1 26 | $370.7M | — | ||
| Q4 25 | $362.0M | $-80.0M | ||
| Q3 25 | $350.1M | $9.2M | ||
| Q2 25 | $344.0M | $151.3M | ||
| Q1 25 | $334.0M | $144.2M | ||
| Q4 24 | $357.0M | $255.0M | ||
| Q3 24 | $338.5M | $346.8M | ||
| Q2 24 | $327.2M | $432.4M |
| Q1 26 | $829.3M | — | ||
| Q4 25 | $847.2M | $1.5B | ||
| Q3 25 | $835.2M | $1.2B | ||
| Q2 25 | $840.4M | $1.3B | ||
| Q1 25 | $837.2M | $1.3B | ||
| Q4 24 | $437.3M | $1.5B | ||
| Q3 24 | $422.2M | $1.5B | ||
| Q2 24 | $403.9M | $1.6B |
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 | $-4.8M | $-99.8M |
| 自由现金流经营现金流 - 资本支出 | $-7.4M | $-100.8M |
| 自由现金流率自由现金流/营收 | -5.8% | -48.6% |
| 资本支出强度资本支出/营收 | — | 0.5% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $40.1M | $-472.0M |
8季度趋势，按日历期对齐
| Q1 26 | $-4.8M | — | ||
| Q4 25 | $16.6M | $-99.8M | ||
| Q3 25 | $30.8M | $-91.4M | ||
| Q2 25 | $1.2M | $-108.3M | ||
| Q1 25 | $-5.7M | $-166.5M | ||
| Q4 24 | $6.1M | $-79.3M | ||
| Q3 24 | $11.0M | $-67.0M | ||
| Q2 24 | $548.0K | $-77.0M |
| Q1 26 | $-7.4M | — | ||
| Q4 25 | $16.2M | $-100.8M | ||
| Q3 25 | $30.5M | $-92.7M | ||
| Q2 25 | $760.0K | $-110.7M | ||
| Q1 25 | $-6.1M | $-167.8M | ||
| Q4 24 | $6.0M | $-79.5M | ||
| Q3 24 | $10.7M | $-68.6M | ||
| Q2 24 | $123.0K | $-79.0M |
| Q1 26 | -5.8% | — | ||
| Q4 25 | 13.4% | -48.6% | ||
| Q3 25 | 27.0% | -58.0% | ||
| Q2 25 | 0.7% | -66.5% | ||
| Q1 25 | -6.3% | -120.5% | ||
| Q4 24 | 6.6% | -48.3% | ||
| Q3 24 | 12.4% | -49.2% | ||
| Q2 24 | 0.1% | -53.7% |
| Q1 26 | — | — | ||
| Q4 25 | 0.3% | 0.5% | ||
| Q3 25 | 0.2% | 0.8% | ||
| Q2 25 | 0.4% | 1.5% | ||
| Q1 25 | 0.5% | 1.0% | ||
| Q4 24 | 0.2% | 0.1% | ||
| Q3 24 | 0.4% | 1.2% | ||
| Q2 24 | 0.5% | 1.4% |
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
ALKT
暂无分部数据
RARE
| Royalty | $105.6M | 51% |
| Products | $101.7M | 49% |
