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Amplitude, Inc.（AMPL）与Tarsus Pharmaceuticals, Inc.（TARS）财务数据对比。点击上方公司名可切换其他公司
Tarsus Pharmaceuticals, Inc.的季度营收约是Amplitude, Inc.的1.7倍（$151.7M vs $91.4M），Tarsus Pharmaceuticals, Inc.净利率更高（-5.5% vs -19.3%，领先13.8%），Tarsus Pharmaceuticals, Inc.同比增速更快（128.4% vs 17.0%），Tarsus Pharmaceuticals, Inc.自由现金流更多（$13.0M vs $12.7M），过去两年Tarsus Pharmaceuticals, Inc.的营收复合增速更高（134.4% 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。
Tarsus Pharmaceuticals是一家处于后期临床阶段的生物制药公司，专注于眼科、皮肤科等专科领域创新疗法的研发和商业化，主打产品针对蠕形螨睑缘炎、玫瑰痤疮等未被充分诊断的常见病症，核心市场为美国。
AMPL vs TARS — 直观对比
营收规模更大
TARS
是对方的1.7倍
$91.4M
营收增速更快
TARS
高出111.4%
17.0%
净利率更高
TARS
高出13.8%
-19.3%
自由现金流更多
TARS
多$322.0K
$12.7M
两年增速更快
TARS
近两年复合增速
12.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $91.4M | $151.7M |
| 净利润 | $-17.7M | $-8.4M |
| 毛利率 | 74.6% | — |
| 营业利润率 | -18.3% | -5.3% |
| 净利率 | -19.3% | -5.5% |
| 营收同比 | 17.0% | 128.4% |
| 净利润同比 | 45.8% | 63.8% |
| 每股收益（稀释后） | $-0.13 | $-0.17 |
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AMPLTARS
| Q4 25 | $91.4M | $151.7M | ||
| Q3 25 | $88.6M | $118.7M | ||
| Q2 25 | $83.3M | $102.7M | ||
| Q1 25 | $80.0M | $78.3M | ||
| Q4 24 | $78.1M | $66.4M | ||
| Q3 24 | $75.2M | $48.1M | ||
| Q2 24 | $73.3M | $40.8M | ||
| Q1 24 | $72.6M | $27.6M |
净利润AMPLTARS
| Q4 25 | $-17.7M | $-8.4M | ||
| Q3 25 | $-24.0M | $-12.6M | ||
| Q2 25 | $-24.7M | $-20.3M | ||
| Q1 25 | $-22.2M | $-25.1M | ||
| Q4 24 | $-32.6M | $-23.1M | ||
| Q3 24 | $-16.9M | $-23.4M | ||
| Q2 24 | $-23.4M | $-33.3M | ||
| Q1 24 | $-21.5M | $-35.7M |
毛利率AMPLTARS
| Q4 25 | 74.6% | — | ||
| Q3 25 | 73.9% | — | ||
| Q2 25 | 72.6% | — | ||
| Q1 25 | 74.7% | — | ||
| Q4 24 | 74.7% | — | ||
| Q3 24 | 75.1% | — | ||
| Q2 24 | 73.4% | — | ||
| Q1 24 | 74.0% | — |
营业利润率AMPLTARS
| Q4 25 | -18.3% | -5.3% | ||
| Q3 25 | -26.0% | -12.2% | ||
| Q2 25 | -29.0% | -21.6% | ||
| Q1 25 | -26.8% | -33.5% | ||
| Q4 24 | -41.2% | -36.8% | ||
| Q3 24 | -21.4% | -52.3% | ||
| Q2 24 | -31.7% | -81.6% | ||
| Q1 24 | -29.0% | -136.5% |
净利率AMPLTARS
| Q4 25 | -19.3% | -5.5% | ||
| Q3 25 | -27.1% | -10.6% | ||
| Q2 25 | -29.6% | -19.8% | ||
| Q1 25 | -27.8% | -32.1% | ||
| Q4 24 | -41.7% | -34.8% | ||
| Q3 24 | -22.4% | -48.7% | ||
| Q2 24 | -31.9% | -81.6% | ||
| Q1 24 | -29.5% | -129.4% |
每股收益（稀释后）AMPLTARS
| Q4 25 | $-0.13 | $-0.17 | ||
| Q3 25 | $-0.18 | $-0.30 | ||
| Q2 25 | $-0.19 | $-0.48 | ||
| Q1 25 | $-0.17 | $-0.64 | ||
| Q4 24 | $-0.25 | $-0.57 | ||
| Q3 24 | $-0.14 | $-0.61 | ||
| Q2 24 | $-0.19 | $-0.88 | ||
| Q1 24 | $-0.18 | $-1.01 |
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 | $417.3M |
| 总债务越低越好 | — | $72.4M |
| 股东权益账面价值 | $245.3M | $343.4M |
| 总资产 | $420.7M | $562.2M |
| 负债/权益比越低杠杆越低 | — | 0.21× |
8季度趋势，按日历期对齐
现金及短期投资AMPLTARS
| Q4 25 | $192.0M | $417.3M | ||
| Q3 25 | $189.2M | $401.8M | ||
| Q2 25 | $208.1M | $381.1M | ||
| Q1 25 | $209.0M | $407.9M | ||
| Q4 24 | $241.1M | $291.4M | ||
| Q3 24 | $319.9M | $317.0M | ||
| Q2 24 | $318.3M | $323.6M | ||
| Q1 24 | $316.1M | $298.5M |
总债务AMPLTARS
| Q4 25 | — | $72.4M | ||
| Q3 25 | — | $72.3M | ||
| Q2 25 | — | $72.1M | ||
| Q1 25 | — | $72.0M | ||
| Q4 24 | — | $71.8M | ||
| Q3 24 | — | $71.7M | ||
| Q2 24 | — | $71.6M | ||
| Q1 24 | — | $29.9M |
股东权益AMPLTARS
| Q4 25 | $245.3M | $343.4M | ||
| Q3 25 | $262.2M | $335.1M | ||
| Q2 25 | $279.5M | $332.6M | ||
| Q1 25 | $289.5M | $342.5M | ||
| Q4 24 | $296.6M | $224.5M | ||
| Q3 24 | $290.0M | $237.5M | ||
| Q2 24 | $287.3M | $252.2M | ||
| Q1 24 | $289.2M | $275.2M |
总资产AMPLTARS
| Q4 25 | $420.7M | $562.2M | ||
| Q3 25 | $438.1M | $534.6M | ||
| Q2 25 | $456.6M | $495.0M | ||
| Q1 25 | $445.8M | $500.8M | ||
| Q4 24 | $445.9M | $377.0M | ||
| Q3 24 | $445.6M | $376.3M | ||
| Q2 24 | $445.4M | $376.8M | ||
| Q1 24 | $437.9M | $349.3M |
负债/权益比AMPLTARS
| Q4 25 | — | 0.21× | ||
| Q3 25 | — | 0.22× | ||
| Q2 25 | — | 0.22× | ||
| Q1 25 | — | 0.21× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | — | 0.30× | ||
| Q2 24 | — | 0.28× | ||
| Q1 24 | — | 0.11× |
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 | $19.3M |
| 自由现金流经营现金流 - 资本支出 | $12.7M | $13.0M |
| 自由现金流率自由现金流/营收 | 13.8% | 8.6% |
| 资本支出强度资本支出/营收 | 0.2% | 4.2% |
| 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 | $-22.3M |
8季度趋势，按日历期对齐
经营现金流AMPLTARS
| Q4 25 | $12.8M | $19.3M | ||
| Q3 25 | $5.0M | $18.3M | ||
| Q2 25 | $20.1M | $-29.4M | ||
| Q1 25 | $-8.0M | $-20.7M | ||
| Q4 24 | $3.2M | $-22.2M | ||
| Q3 24 | $6.2M | $-8.7M | ||
| Q2 24 | $9.2M | $-14.4M | ||
| Q1 24 | $-48.0K | $-37.8M |
自由现金流AMPLTARS
| Q4 25 | $12.7M | $13.0M | ||
| Q3 25 | $4.5M | $16.3M | ||
| Q2 25 | $19.5M | $-30.4M | ||
| Q1 25 | $-8.5M | $-21.2M | ||
| Q4 24 | $2.4M | $-22.3M | ||
| Q3 24 | $6.2M | $-8.9M | ||
| Q2 24 | $8.6M | $-15.4M | ||
| Q1 24 | $-405.0K | $-38.0M |
自由现金流率AMPLTARS
| Q4 25 | 13.8% | 8.6% | ||
| Q3 25 | 5.1% | 13.8% | ||
| Q2 25 | 23.4% | -29.6% | ||
| Q1 25 | -10.6% | -27.1% | ||
| Q4 24 | 3.1% | -33.5% | ||
| Q3 24 | 8.2% | -18.6% | ||
| Q2 24 | 11.8% | -37.8% | ||
| Q1 24 | -0.6% | -137.5% |
资本支出强度AMPLTARS
| Q4 25 | 0.2% | 4.2% | ||
| Q3 25 | 0.5% | 1.6% | ||
| Q2 25 | 0.6% | 1.0% | ||
| Q1 25 | 0.5% | 0.8% | ||
| Q4 24 | 1.0% | 0.1% | ||
| Q3 24 | 0.0% | 0.6% | ||
| Q2 24 | 0.8% | 2.5% | ||
| Q1 24 | 0.5% | 0.6% |
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% |
TARS
暂无分部数据
