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Apellis Pharmaceuticals, Inc.（APLS）与LendingClub Corp（LC）财务数据对比。点击上方公司名可切换其他公司
LendingClub Corp的季度营收约是Apellis Pharmaceuticals, Inc.的1.3倍（$252.3M vs $199.9M），LendingClub Corp净利率更高（20.5% vs -29.5%，领先49.9%），LendingClub Corp同比增速更快（15.9% vs -5.9%），过去两年LendingClub Corp的营收复合增速更高（16.1% vs 7.7%）
Apellis Pharmaceuticals是一家临床阶段生物制药企业，专注于开发调节补体系统的靶向疗法，适应症覆盖年龄相关性黄斑变性继发地图样萎缩等眼科疾病、罕见血液病及自身免疫性疾病，核心市场为美国及欧盟地区。
LendingClub Corp是总部位于美国加利福尼亚州旧金山的金融服务企业，是全球首家将旗下产品作为证券完成注册的P2P借贷平台，同时支持贷款在二级市场交易。巅峰时期它是全球规模最大的P2P借贷平台，截至2015年12月31日，平台累计促成贷款发放额达159.8亿美元。
APLS vs LC — 直观对比
营收规模更大
LC
是对方的1.3倍
$199.9M
营收增速更快
LC
高出21.8%
-5.9%
净利率更高
LC
高出49.9%
-29.5%
两年增速更快
LC
近两年复合增速
7.7%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $199.9M | $252.3M |
| 净利润 | $-59.0M | $51.6M |
| 毛利率 | — | — |
| 营业利润率 | -25.6% | — |
| 净利率 | -29.5% | 20.5% |
| 营收同比 | -5.9% | 15.9% |
| 净利润同比 | -62.2% | 341.0% |
| 每股收益（稀释后） | $-0.40 | $0.44 |
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APLSLC
| Q1 26 | — | $252.3M | ||
| Q4 25 | $199.9M | $266.5M | ||
| Q3 25 | $458.6M | $266.2M | ||
| Q2 25 | $178.5M | $248.4M | ||
| Q1 25 | $166.8M | $217.7M | ||
| Q4 24 | $212.5M | $217.2M | ||
| Q3 24 | $196.8M | $201.9M | ||
| Q2 24 | $199.7M | $187.2M |
净利润APLSLC
| Q1 26 | — | $51.6M | ||
| Q4 25 | $-59.0M | — | ||
| Q3 25 | $215.7M | $44.3M | ||
| Q2 25 | $-42.2M | $38.2M | ||
| Q1 25 | $-92.2M | $11.7M | ||
| Q4 24 | $-36.4M | — | ||
| Q3 24 | $-57.4M | $14.5M | ||
| Q2 24 | $-37.7M | $14.9M |
营业利润率APLSLC
| Q1 26 | — | — | ||
| Q4 25 | -25.6% | 18.8% | ||
| Q3 25 | 48.7% | 21.5% | ||
| Q2 25 | -18.6% | 21.7% | ||
| Q1 25 | -50.0% | 7.2% | ||
| Q4 24 | -12.3% | 5.1% | ||
| Q3 24 | -24.0% | 8.9% | ||
| Q2 24 | -14.7% | 10.4% |
净利率APLSLC
| Q1 26 | — | 20.5% | ||
| Q4 25 | -29.5% | — | ||
| Q3 25 | 47.0% | 16.6% | ||
| Q2 25 | -23.6% | 15.4% | ||
| Q1 25 | -55.3% | 5.4% | ||
| Q4 24 | -17.1% | — | ||
| Q3 24 | -29.2% | 7.2% | ||
| Q2 24 | -18.9% | 8.0% |
每股收益（稀释后）APLSLC
| Q1 26 | — | $0.44 | ||
| Q4 25 | $-0.40 | $0.36 | ||
| Q3 25 | $1.67 | $0.37 | ||
| Q2 25 | $-0.33 | $0.33 | ||
| Q1 25 | $-0.74 | $0.10 | ||
| Q4 24 | $-0.30 | $0.08 | ||
| Q3 24 | $-0.46 | $0.13 | ||
| Q2 24 | $-0.30 | $0.13 |
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 | $466.2M | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $370.1M | $1.5B |
| 总资产 | $1.1B | $11.9B |
| 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APLSLC
| Q1 26 | — | — | ||
| Q4 25 | $466.2M | — | ||
| Q3 25 | $479.2M | — | ||
| Q2 25 | $370.0M | — | ||
| Q1 25 | $358.4M | — | ||
| Q4 24 | $411.3M | — | ||
| Q3 24 | $396.9M | — | ||
| Q2 24 | $360.1M | — |
总债务APLSLC
| Q1 26 | — | — | ||
| Q4 25 | — | $0 | ||
| Q3 25 | — | $0 | ||
| Q2 25 | — | $0 | ||
| Q1 25 | — | $0 | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益APLSLC
| Q1 26 | — | $1.5B | ||
| Q4 25 | $370.1M | $1.5B | ||
| Q3 25 | $401.2M | $1.5B | ||
| Q2 25 | $156.3M | $1.4B | ||
| Q1 25 | $164.2M | $1.4B | ||
| Q4 24 | $228.5M | $1.3B | ||
| Q3 24 | $237.1M | $1.3B | ||
| Q2 24 | $264.3M | $1.3B |
总资产APLSLC
| Q1 26 | — | $11.9B | ||
| Q4 25 | $1.1B | $11.6B | ||
| Q3 25 | $1.1B | $11.1B | ||
| Q2 25 | $821.4M | $10.8B | ||
| Q1 25 | $807.3M | $10.5B | ||
| Q4 24 | $885.1M | $10.6B | ||
| Q3 24 | $901.9M | $11.0B | ||
| Q2 24 | $904.5M | $9.6B |
负债/权益比APLSLC
| Q1 26 | — | — | ||
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | 0.00× | ||
| Q1 25 | — | 0.00× | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $-14.2M | — |
| 自由现金流经营现金流 - 资本支出 | $-14.3M | — |
| 自由现金流率自由现金流/营收 | -7.1% | — |
| 资本支出强度资本支出/营收 | 0.1% | — |
| 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 | $45.0M | — |
8季度趋势，按日历期对齐
经营现金流APLSLC
| Q1 26 | — | — | ||
| Q4 25 | $-14.2M | $-2.7B | ||
| Q3 25 | $108.5M | $-770.8M | ||
| Q2 25 | $4.4M | $-713.1M | ||
| Q1 25 | $-53.4M | $-339.3M | ||
| Q4 24 | $19.4M | $-2.6B | ||
| Q3 24 | $34.1M | $-669.8M | ||
| Q2 24 | $-8.3M | $-932.5M |
自由现金流APLSLC
| Q1 26 | — | — | ||
| Q4 25 | $-14.3M | $-2.9B | ||
| Q3 25 | $108.3M | $-791.8M | ||
| Q2 25 | $4.4M | $-803.8M | ||
| Q1 25 | $-53.4M | $-352.3M | ||
| Q4 24 | $19.3M | $-2.7B | ||
| Q3 24 | — | $-682.3M | ||
| Q2 24 | $-8.4M | $-945.3M |
自由现金流率APLSLC
| Q1 26 | — | — | ||
| Q4 25 | -7.1% | -1076.0% | ||
| Q3 25 | 23.6% | -297.4% | ||
| Q2 25 | 2.5% | -323.5% | ||
| Q1 25 | -32.0% | -161.8% | ||
| Q4 24 | 9.1% | -1237.8% | ||
| Q3 24 | — | -338.0% | ||
| Q2 24 | -4.2% | -504.9% |
资本支出强度APLSLC
| Q1 26 | — | — | ||
| Q4 25 | 0.1% | 52.7% | ||
| Q3 25 | 0.0% | 7.9% | ||
| Q2 25 | 0.0% | 36.5% | ||
| Q1 25 | 0.0% | 6.0% | ||
| Q4 24 | 0.0% | 25.0% | ||
| Q3 24 | 0.0% | 6.2% | ||
| Q2 24 | 0.0% | 6.9% |
现金转化率APLSLC
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 0.50× | -17.41× | ||
| Q2 25 | — | -18.68× | ||
| Q1 25 | — | -29.07× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | -46.33× | ||
| Q2 24 | — | -62.57× |
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
APLS
| Syfovre | $155.2M | 78% |
| Empaveli Pegcetacoplan | $35.1M | 18% |
| Licensing And Other Revenue | $9.6M | 5% |
LC
暂无分部数据
