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Angi Inc.（ANGI）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
Angi Inc.的季度营收约是Ultragenyx Pharmaceutical Inc.的1.2倍（$240.8M vs $207.3M），Angi Inc.净利率更高（3.0% vs -62.0%，领先65.0%），Ultragenyx Pharmaceutical Inc.同比增速更快（25.9% vs -10.1%），过去两年Ultragenyx Pharmaceutical Inc.的营收复合增速更高（38.0% vs -11.2%）
安吉（Angi Inc.）是一家互联网服务企业，由Angie's List与HomeAdvisor于2017年合并成立。公司最早可追溯到1995年创立的美国家居服务网站Angie's List，该网站最初是在线黄页平台，支持用户查看和发布本地商家与服务商的众包评价。
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。
ANGI vs RARE — 直观对比
营收规模更大
ANGI
是对方的1.2倍
$207.3M
营收增速更快
RARE
高出36.0%
-10.1%
净利率更高
ANGI
高出65.0%
-62.0%
两年增速更快
RARE
近两年复合增速
-11.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $240.8M | $207.3M |
| 净利润 | $7.2M | $-128.6M |
| 毛利率 | 96.3% | — |
| 营业利润率 | 2.5% | -54.7% |
| 净利率 | 3.0% | -62.0% |
| 营收同比 | -10.1% | 25.9% |
| 净利润同比 | 661.7% | 3.5% |
| 每股收益（稀释后） | $0.18 | $-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
营收ANGIRARE
| Q4 25 | $240.8M | $207.3M | ||
| Q3 25 | $265.6M | $159.9M | ||
| Q2 25 | $278.2M | $166.5M | ||
| Q1 25 | $245.9M | $139.3M | ||
| Q4 24 | $267.9M | $164.6M | ||
| Q3 24 | $296.7M | $139.5M | ||
| Q2 24 | $315.1M | $147.0M | ||
| Q1 24 | $305.4M | $108.8M |
净利润ANGIRARE
| Q4 25 | $7.2M | $-128.6M | ||
| Q3 25 | $10.6M | $-180.4M | ||
| Q2 25 | $10.9M | $-115.0M | ||
| Q1 25 | $15.1M | $-151.1M | ||
| Q4 24 | $-1.3M | $-133.2M | ||
| Q3 24 | $35.4M | $-133.5M | ||
| Q2 24 | $4.1M | $-131.6M | ||
| Q1 24 | $-1.3M | $-170.7M |
毛利率ANGIRARE
| Q4 25 | 96.3% | — | ||
| Q3 25 | 95.3% | — | ||
| Q2 25 | 95.3% | — | ||
| Q1 25 | 94.7% | — | ||
| Q4 24 | 94.0% | — | ||
| Q3 24 | 95.0% | — | ||
| Q2 24 | 95.5% | — | ||
| Q1 24 | 95.9% | — |
营业利润率ANGIRARE
| Q4 25 | 2.5% | -54.7% | ||
| Q3 25 | 8.2% | -106.9% | ||
| Q2 25 | 6.4% | -64.8% | ||
| Q1 25 | 8.1% | -102.6% | ||
| Q4 24 | 0.8% | -74.3% | ||
| Q3 24 | 2.6% | -94.6% | ||
| Q2 24 | 2.9% | -79.1% | ||
| Q1 24 | 0.9% | -151.9% |
净利率ANGIRARE
| Q4 25 | 3.0% | -62.0% | ||
| Q3 25 | 4.0% | -112.8% | ||
| Q2 25 | 3.9% | -69.0% | ||
| Q1 25 | 6.1% | -108.5% | ||
| Q4 24 | -0.5% | -80.9% | ||
| Q3 24 | 11.9% | -95.7% | ||
| Q2 24 | 1.3% | -89.5% | ||
| Q1 24 | -0.4% | -156.8% |
每股收益（稀释后）ANGIRARE
| Q4 25 | $0.18 | $-1.28 | ||
| Q3 25 | $0.23 | $-1.81 | ||
| Q2 25 | $0.23 | $-1.17 | ||
| Q1 25 | $0.30 | $-1.57 | ||
| Q4 24 | $-0.03 | $-1.34 | ||
| Q3 24 | $0.70 | $-1.40 | ||
| Q2 24 | $0.07 | $-1.52 | ||
| Q1 24 | $-0.03 | $-2.03 |
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 | $303.7M | $421.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $927.4M | $-80.0M |
| 总资产 | $1.7B | $1.5B |
| 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ANGIRARE
| Q4 25 | $303.7M | $421.0M | ||
| Q3 25 | $340.7M | $202.5M | ||
| Q2 25 | $362.5M | $176.3M | ||
| Q1 25 | $386.6M | $127.1M | ||
| Q4 24 | $416.4M | $174.0M | ||
| Q3 24 | $395.2M | $150.6M | ||
| Q2 24 | $384.9M | $480.7M | ||
| Q1 24 | $363.3M | $112.3M |
股东权益ANGIRARE
| Q4 25 | $927.4M | $-80.0M | ||
| Q3 25 | $994.1M | $9.2M | ||
| Q2 25 | $1.0B | $151.3M | ||
| Q1 25 | $1.0B | $144.2M | ||
| Q4 24 | $1.1B | $255.0M | ||
| Q3 24 | $1.1B | $346.8M | ||
| Q2 24 | $1.0B | $432.4M | ||
| Q1 24 | $1.0B | $140.3M |
总资产ANGIRARE
| Q4 25 | $1.7B | $1.5B | ||
| Q3 25 | $1.7B | $1.2B | ||
| Q2 25 | $1.8B | $1.3B | ||
| Q1 25 | $1.8B | $1.3B | ||
| Q4 24 | $1.8B | $1.5B | ||
| Q3 24 | $1.9B | $1.5B | ||
| Q2 24 | $1.9B | $1.6B | ||
| Q1 24 | $1.8B | $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 | — | $-99.8M |
| 自由现金流经营现金流 - 资本支出 | — | $-100.8M |
| 自由现金流率自由现金流/营收 | — | -48.6% |
| 资本支出强度资本支出/营收 | 7.8% | 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 | — | $-472.0M |
8季度趋势，按日历期对齐
经营现金流ANGIRARE
| Q4 25 | — | $-99.8M | ||
| Q3 25 | $21.0M | $-91.4M | ||
| Q2 25 | $57.1M | $-108.3M | ||
| Q1 25 | $-3.1M | $-166.5M | ||
| Q4 24 | $40.0M | $-79.3M | ||
| Q3 24 | $30.9M | $-67.0M | ||
| Q2 24 | $62.7M | $-77.0M | ||
| Q1 24 | $22.3M | $-190.7M |
自由现金流ANGIRARE
| Q4 25 | — | $-100.8M | ||
| Q3 25 | $4.9M | $-92.7M | ||
| Q2 25 | $44.9M | $-110.7M | ||
| Q1 25 | $-15.7M | $-167.8M | ||
| Q4 24 | $27.1M | $-79.5M | ||
| Q3 24 | $18.8M | $-68.6M | ||
| Q2 24 | $50.0M | $-79.0M | ||
| Q1 24 | $9.5M | $-193.9M |
自由现金流率ANGIRARE
| Q4 25 | — | -48.6% | ||
| Q3 25 | 1.9% | -58.0% | ||
| Q2 25 | 16.1% | -66.5% | ||
| Q1 25 | -6.4% | -120.5% | ||
| Q4 24 | 10.1% | -48.3% | ||
| Q3 24 | 6.3% | -49.2% | ||
| Q2 24 | 15.9% | -53.7% | ||
| Q1 24 | 3.1% | -178.2% |
资本支出强度ANGIRARE
| Q4 25 | 7.8% | 0.5% | ||
| Q3 25 | 6.0% | 0.8% | ||
| Q2 25 | 4.4% | 1.5% | ||
| Q1 25 | 5.1% | 1.0% | ||
| Q4 24 | 4.8% | 0.1% | ||
| Q3 24 | 4.1% | 1.2% | ||
| Q2 24 | 4.0% | 1.4% | ||
| Q1 24 | 4.2% | 3.0% |
现金转化率ANGIRARE
| Q4 25 | — | — | ||
| Q3 25 | 1.98× | — | ||
| Q2 25 | 5.24× | — | ||
| Q1 25 | -0.21× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.87× | — | ||
| Q2 24 | 15.34× | — | ||
| 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
ANGI
| Lead | $166.2M | 69% |
| Other | $28.2M | 12% |
| Advertising | $21.2M | 9% |
| Services | $19.0M | 8% |
| Membership Subscription | $6.2M | 3% |
RARE
| Royalty | $105.6M | 51% |
| Products | $101.7M | 49% |
