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Amplitude, Inc.（AMPL）与PUMA BIOTECHNOLOGY, INC.（PBYI）财务数据对比。点击上方公司名可切换其他公司
Amplitude, Inc.的季度营收约是PUMA BIOTECHNOLOGY, INC.的1.2倍（$91.4M vs $75.5M），PUMA BIOTECHNOLOGY, INC.同比增速更快（27.7% vs 17.0%），PUMA BIOTECHNOLOGY, INC.自由现金流更多（$14.4M vs $12.7M），过去两年PUMA BIOTECHNOLOGY, INC.的营收复合增速更高（31.3% vs 12.2%）
Amplitude是一家美国企业，专注于研发数字分析软件，能够帮助企业梳理用户行为数据、优化产品决策与数字化运营体验。该公司于2021年9月28日在纳斯达克交易所挂牌上市，股票代码为AMPL。
彪马生物技术是一家公开上市的生物制药企业，总部位于美国加利福尼亚州洛杉矶，专注于创新药物研发相关业务，在生物制药领域开展研发与商业化运营。
AMPL vs PBYI — 直观对比
营收规模更大
AMPL
是对方的1.2倍
$75.5M
营收增速更快
PBYI
高出10.7%
17.0%
自由现金流更多
PBYI
多$1.7M
$12.7M
两年增速更快
PBYI
近两年复合增速
12.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $91.4M | $75.5M |
| 净利润 | $-17.7M | — |
| 毛利率 | 74.6% | 69.3% |
| 营业利润率 | -18.3% | 22.7% |
| 净利率 | -19.3% | — |
| 营收同比 | 17.0% | 27.7% |
| 净利润同比 | 45.8% | — |
| 每股收益（稀释后） | $-0.13 | $0.26 |
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AMPLPBYI
| Q4 25 | $91.4M | $75.5M | ||
| Q3 25 | $88.6M | $54.5M | ||
| Q2 25 | $83.3M | $52.4M | ||
| Q1 25 | $80.0M | $46.0M | ||
| Q4 24 | $78.1M | $59.1M | ||
| Q3 24 | $75.2M | $80.5M | ||
| Q2 24 | $73.3M | $47.1M | ||
| Q1 24 | $72.6M | $43.8M |
净利润AMPLPBYI
| Q4 25 | $-17.7M | — | ||
| Q3 25 | $-24.0M | $8.8M | ||
| Q2 25 | $-24.7M | $5.9M | ||
| Q1 25 | $-22.2M | $3.0M | ||
| Q4 24 | $-32.6M | — | ||
| Q3 24 | $-16.9M | $20.3M | ||
| Q2 24 | $-23.4M | $-4.5M | ||
| Q1 24 | $-21.5M | $-4.8M |
毛利率AMPLPBYI
| Q4 25 | 74.6% | 69.3% | ||
| Q3 25 | 73.9% | 77.7% | ||
| Q2 25 | 72.6% | 76.5% | ||
| Q1 25 | 74.7% | 77.1% | ||
| Q4 24 | 74.7% | 76.4% | ||
| Q3 24 | 75.1% | 63.9% | ||
| Q2 24 | 73.4% | 77.4% | ||
| Q1 24 | 74.0% | 75.5% |
营业利润率AMPLPBYI
| Q4 25 | -18.3% | 22.7% | ||
| Q3 25 | -26.0% | 17.6% | ||
| Q2 25 | -29.0% | 12.7% | ||
| Q1 25 | -26.8% | 8.7% | ||
| Q4 24 | -41.2% | 22.6% | ||
| Q3 24 | -21.4% | 27.4% | ||
| Q2 24 | -31.7% | -4.6% | ||
| Q1 24 | -29.0% | -5.3% |
净利率AMPLPBYI
| Q4 25 | -19.3% | — | ||
| Q3 25 | -27.1% | 16.2% | ||
| Q2 25 | -29.6% | 11.2% | ||
| Q1 25 | -27.8% | 6.5% | ||
| Q4 24 | -41.7% | — | ||
| Q3 24 | -22.4% | 25.2% | ||
| Q2 24 | -31.9% | -9.6% | ||
| Q1 24 | -29.5% | -11.0% |
每股收益（稀释后）AMPLPBYI
| Q4 25 | $-0.13 | $0.26 | ||
| Q3 25 | $-0.18 | $0.17 | ||
| Q2 25 | $-0.19 | $0.12 | ||
| Q1 25 | $-0.17 | $0.06 | ||
| Q4 24 | $-0.25 | $0.40 | ||
| Q3 24 | $-0.14 | $0.41 | ||
| Q2 24 | $-0.19 | $-0.09 | ||
| Q1 24 | $-0.18 | $-0.10 |
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 | $192.0M | $97.5M |
| 总债务越低越好 | — | $22.7M |
| 股东权益账面价值 | $245.3M | $130.3M |
| 总资产 | $420.7M | $216.3M |
| 负债/权益比越低杠杆越低 | — | 0.17× |
8季度趋势，按日历期对齐
现金及短期投资AMPLPBYI
| Q4 25 | $192.0M | $97.5M | ||
| Q3 25 | $189.2M | $94.4M | ||
| Q2 25 | $208.1M | $96.0M | ||
| Q1 25 | $209.0M | $93.2M | ||
| Q4 24 | $241.1M | $101.0M | ||
| Q3 24 | $319.9M | $96.7M | ||
| Q2 24 | $318.3M | $96.8M | ||
| Q1 24 | $316.1M | $107.2M |
总债务AMPLPBYI
| Q4 25 | — | $22.7M | ||
| Q3 25 | — | $34.0M | ||
| Q2 25 | — | $45.3M | ||
| Q1 25 | — | $56.7M | ||
| Q4 24 | — | $68.0M | ||
| Q3 24 | — | $79.3M | ||
| Q2 24 | — | $90.7M | ||
| Q1 24 | — | $102.0M |
股东权益AMPLPBYI
| Q4 25 | $245.3M | $130.3M | ||
| Q3 25 | $262.2M | $115.3M | ||
| Q2 25 | $279.5M | $104.7M | ||
| Q1 25 | $289.5M | $97.1M | ||
| Q4 24 | $296.6M | $92.1M | ||
| Q3 24 | $290.0M | $71.1M | ||
| Q2 24 | $287.3M | $48.5M | ||
| Q1 24 | $289.2M | $51.0M |
总资产AMPLPBYI
| Q4 25 | $420.7M | $216.3M | ||
| Q3 25 | $438.1M | $202.9M | ||
| Q2 25 | $456.6M | $194.9M | ||
| Q1 25 | $445.8M | $196.2M | ||
| Q4 24 | $445.9M | $213.3M | ||
| Q3 24 | $445.6M | $220.7M | ||
| Q2 24 | $445.4M | $205.0M | ||
| Q1 24 | $437.9M | $214.1M |
负债/权益比AMPLPBYI
| Q4 25 | — | 0.17× | ||
| Q3 25 | — | 0.30× | ||
| Q2 25 | — | 0.43× | ||
| Q1 25 | — | 0.58× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 1.12× | ||
| Q2 24 | — | 1.87× | ||
| Q1 24 | — | 2.00× |
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 | $12.8M | $14.4M |
| 自由现金流经营现金流 - 资本支出 | $12.7M | $14.4M |
| 自由现金流率自由现金流/营收 | 13.8% | 19.1% |
| 资本支出强度资本支出/营收 | 0.2% | 0.0% |
| 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 | $28.2M | $41.7M |
8季度趋势，按日历期对齐
经营现金流AMPLPBYI
| Q4 25 | $12.8M | $14.4M | ||
| Q3 25 | $5.0M | $9.7M | ||
| Q2 25 | $20.1M | $14.1M | ||
| Q1 25 | $-8.0M | $3.6M | ||
| Q4 24 | $3.2M | $15.6M | ||
| Q3 24 | $6.2M | $11.0M | ||
| Q2 24 | $9.2M | $1.0M | ||
| Q1 24 | $-48.0K | $11.2M |
自由现金流AMPLPBYI
| Q4 25 | $12.7M | $14.4M | ||
| Q3 25 | $4.5M | $9.7M | ||
| Q2 25 | $19.5M | $14.1M | ||
| Q1 25 | $-8.5M | $3.6M | ||
| Q4 24 | $2.4M | $15.6M | ||
| Q3 24 | $6.2M | $11.0M | ||
| Q2 24 | $8.6M | $1.0M | ||
| Q1 24 | $-405.0K | — |
自由现金流率AMPLPBYI
| Q4 25 | 13.8% | 19.1% | ||
| Q3 25 | 5.1% | 17.7% | ||
| Q2 25 | 23.4% | 26.8% | ||
| Q1 25 | -10.6% | 7.7% | ||
| Q4 24 | 3.1% | 26.4% | ||
| Q3 24 | 8.2% | 13.7% | ||
| Q2 24 | 11.8% | 2.1% | ||
| Q1 24 | -0.6% | — |
资本支出强度AMPLPBYI
| Q4 25 | 0.2% | 0.0% | ||
| Q3 25 | 0.5% | 0.0% | ||
| Q2 25 | 0.6% | 0.0% | ||
| Q1 25 | 0.5% | 0.1% | ||
| Q4 24 | 1.0% | 0.0% | ||
| Q3 24 | 0.0% | 0.0% | ||
| Q2 24 | 0.8% | 0.0% | ||
| Q1 24 | 0.5% | 0.0% |
现金转化率AMPLPBYI
| Q4 25 | — | — | ||
| Q3 25 | — | 1.10× | ||
| Q2 25 | — | 2.41× | ||
| Q1 25 | — | 1.21× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.54× | ||
| 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
AMPL
| US | $55.8M | 61% |
| International | $35.7M | 39% |
PBYI
暂无分部数据
