vs
ALEXANDERS INC（ALX）与STEM, INC.（STEM）财务数据对比。点击上方公司名可切换其他公司
ALEXANDERS INC的季度营收约是STEM, INC.的1.1倍（$53.3M vs $47.1M），ALEXANDERS INC同比增速更快（-4.7% vs -15.6%），过去两年STEM, INC.的营收复合增速更高（36.1% vs -6.9%）
亚历山大公司是一家房地产投资信托企业，在纽约大都会区持有七处物业，包括彭博有限合伙企业总部所在地列克星敦大道731号。该公司由乔治·法卡斯和路易斯·施瓦德伦于1928年创立，目前由沃那多房产信托控股。
该公司是一家公开上市的生物制药企业，总部位于加利福尼亚州纽瓦克，专注研发纯化人类神经干细胞，旨在治疗中枢神经系统疾病与瘫痪，其所研发的神经干细胞可分化为中枢神经系统的神经元、星形胶质细胞与少突胶质细胞这三大主要细胞类型。
ALX vs STEM — 直观对比
营收规模更大
ALX
是对方的1.1倍
$47.1M
营收增速更快
ALX
高出10.8%
-15.6%
两年增速更快
STEM
近两年复合增速
-6.9%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $53.3M | $47.1M |
| 净利润 | — | $-16.0M |
| 毛利率 | — | 48.9% |
| 营业利润率 | — | -17.7% |
| 净利率 | — | -33.9% |
| 营收同比 | -4.7% | -15.6% |
| 净利润同比 | — | 68.8% |
| 每股收益（稀释后） | $0.75 | $-4.40 |
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ALXSTEM
| Q4 25 | $53.3M | $47.1M | ||
| Q3 25 | $53.4M | $38.2M | ||
| Q2 25 | $51.6M | $38.4M | ||
| Q1 25 | $54.9M | $32.5M | ||
| Q4 24 | $55.9M | $55.8M | ||
| Q3 24 | $55.7M | $29.3M | ||
| Q2 24 | $53.4M | $34.0M | ||
| Q1 24 | $61.4M | $25.5M |
净利润ALXSTEM
| Q4 25 | — | $-16.0M | ||
| Q3 25 | $6.0M | $-23.8M | ||
| Q2 25 | $6.1M | $202.5M | ||
| Q1 25 | $12.3M | $-25.0M | ||
| Q4 24 | — | $-51.1M | ||
| Q3 24 | $6.7M | $-148.3M | ||
| Q2 24 | $8.4M | $-582.3M | ||
| Q1 24 | $16.1M | $-72.3M |
毛利率ALXSTEM
| Q4 25 | — | 48.9% | ||
| Q3 25 | — | 35.5% | ||
| Q2 25 | — | 33.4% | ||
| Q1 25 | — | 32.4% | ||
| Q4 24 | — | -4.4% | ||
| Q3 24 | — | 21.2% | ||
| Q2 24 | — | 27.6% | ||
| Q1 24 | — | -95.0% |
营业利润率ALXSTEM
| Q4 25 | — | -17.7% | ||
| Q3 25 | — | -33.6% | ||
| Q2 25 | — | -34.8% | ||
| Q1 25 | — | -65.0% | ||
| Q4 24 | — | -84.4% | ||
| Q3 24 | — | -493.2% | ||
| Q2 24 | — | -1705.5% | ||
| Q1 24 | — | -267.0% |
净利率ALXSTEM
| Q4 25 | — | -33.9% | ||
| Q3 25 | 11.2% | -62.2% | ||
| Q2 25 | 11.9% | 527.8% | ||
| Q1 25 | 22.4% | -76.9% | ||
| Q4 24 | — | -91.6% | ||
| Q3 24 | 12.0% | -506.3% | ||
| Q2 24 | 15.7% | -1712.6% | ||
| Q1 24 | 26.2% | -283.9% |
每股收益（稀释后）ALXSTEM
| Q4 25 | $0.75 | $-4.40 | ||
| Q3 25 | $1.16 | $-2.84 | ||
| Q2 25 | $1.19 | $-1.79 | ||
| Q1 25 | $2.40 | $-0.15 | ||
| Q4 24 | $2.39 | $-15.29 | ||
| Q3 24 | $1.30 | $-18.24 | ||
| Q2 24 | $1.63 | $-71.81 | ||
| Q1 24 | $3.14 | $-0.46 |
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 | $128.2M | $48.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $109.2M | $-249.4M |
| 总资产 | $1.1B | $308.9M |
| 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ALXSTEM
| Q4 25 | $128.2M | $48.9M | ||
| Q3 25 | $286.1M | $43.1M | ||
| Q2 25 | $313.0M | $40.8M | ||
| Q1 25 | $319.9M | $58.6M | ||
| Q4 24 | $338.5M | $56.3M | ||
| Q3 24 | $354.8M | $75.4M | ||
| Q2 24 | $410.9M | $89.6M | ||
| Q1 24 | $526.3M | $112.8M |
股东权益ALXSTEM
| Q4 25 | $109.2M | $-249.4M | ||
| Q3 25 | $128.3M | $-235.7M | ||
| Q2 25 | $145.4M | $-214.1M | ||
| Q1 25 | $163.1M | $-417.5M | ||
| Q4 24 | $176.9M | $-398.4M | ||
| Q3 24 | $190.7M | $-344.1M | ||
| Q2 24 | $212.5M | $-203.2M | ||
| Q1 24 | $230.1M | $371.6M |
总资产ALXSTEM
| Q4 25 | $1.1B | $308.9M | ||
| Q3 25 | $1.3B | $362.6M | ||
| Q2 25 | $1.3B | $379.2M | ||
| Q1 25 | $1.3B | $405.1M | ||
| Q4 24 | $1.3B | $437.4M | ||
| Q3 24 | $1.4B | $537.8M | ||
| Q2 24 | $1.5B | $691.5M | ||
| Q1 24 | $1.4B | $1.3B |
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 | $73.4M | $8.2M |
| 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 | — | — |
| 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ALXSTEM
| Q4 25 | $73.4M | $8.2M | ||
| Q3 25 | $-9.3M | $11.4M | ||
| Q2 25 | $43.6M | $-21.3M | ||
| Q1 25 | $15.7M | $8.5M | ||
| Q4 24 | $54.1M | $-14.7M | ||
| Q3 24 | $-5.0M | $-9.4M | ||
| Q2 24 | $11.5M | $-11.9M | ||
| Q1 24 | $16.8M | $-621.0K |
现金转化率ALXSTEM
| Q4 25 | — | — | ||
| Q3 25 | -1.55× | — | ||
| Q2 25 | 7.12× | -0.11× | ||
| Q1 25 | 1.28× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | -0.75× | — | ||
| Q2 24 | 1.37× | — | ||
| Q1 24 | 1.04× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
