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Apellis Pharmaceuticals, Inc.（APLS）与SEMrush Holdings, Inc.（SEMR）财务数据对比。点击上方公司名可切换其他公司
Apellis Pharmaceuticals, Inc.的季度营收约是SEMrush Holdings, Inc.的1.7倍（$199.9M vs $117.7M），SEMrush Holdings, Inc.净利率更高（-9.4% vs -29.5%，领先20.1%），SEMrush Holdings, Inc.同比增速更快（14.6% vs -5.9%），SEMrush Holdings, Inc.自由现金流更多（$14.8M vs $-14.3M），过去两年SEMrush Holdings, Inc.的营收复合增速更高（17.1% 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。
SEMrush Holdings, Inc.是美国上市企业，旗下SaaS平台Semrush是知名的数字营销分析工具，可用于关键词研究、竞品分析、站点审计、反向链接追踪、域名权重监测及线上曝光度分析，能为每个关键词提供多维度数据，平台数据来自谷歌、必应等搜索引擎，可助力企业优化线上营销策略，提升数字运营效率。
APLS vs SEMR — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $199.9M | $117.7M |
| 净利润 | $-59.0M | $-11.1M |
| 毛利率 | — | 80.4% |
| 营业利润率 | -25.6% | -11.8% |
| 净利率 | -29.5% | -9.4% |
| 营收同比 | -5.9% | 14.6% |
| 净利润同比 | -62.2% | -431.8% |
| 每股收益（稀释后） | $-0.40 | $-0.09 |
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
| Q4 25 | $199.9M | $117.7M | ||
| Q3 25 | $458.6M | $112.1M | ||
| Q2 25 | $178.5M | $108.9M | ||
| Q1 25 | $166.8M | $105.0M | ||
| Q4 24 | $212.5M | $102.6M | ||
| Q3 24 | $196.8M | $97.4M | ||
| Q2 24 | $199.7M | $91.0M | ||
| Q1 24 | $172.3M | $85.8M |
| Q4 25 | $-59.0M | $-11.1M | ||
| Q3 25 | $215.7M | $-2.1M | ||
| Q2 25 | $-42.2M | $-6.6M | ||
| Q1 25 | $-92.2M | $849.0K | ||
| Q4 24 | $-36.4M | $3.3M | ||
| Q3 24 | $-57.4M | $1.1M | ||
| Q2 24 | $-37.7M | $1.7M | ||
| Q1 24 | $-66.4M | $2.1M |
| Q4 25 | — | 80.4% | ||
| Q3 25 | — | 80.2% | ||
| Q2 25 | — | 80.6% | ||
| Q1 25 | — | 81.1% | ||
| Q4 24 | — | 81.7% | ||
| Q3 24 | — | 82.5% | ||
| Q2 24 | — | 83.6% | ||
| Q1 24 | — | 82.9% |
| Q4 25 | -25.6% | -11.8% | ||
| Q3 25 | 48.7% | -4.0% | ||
| Q2 25 | -18.6% | -4.0% | ||
| Q1 25 | -50.0% | -0.1% | ||
| Q4 24 | -12.3% | 1.7% | ||
| Q3 24 | -24.0% | 1.8% | ||
| Q2 24 | -14.7% | 3.7% | ||
| Q1 24 | -36.0% | 1.7% |
| Q4 25 | -29.5% | -9.4% | ||
| Q3 25 | 47.0% | -1.9% | ||
| Q2 25 | -23.6% | -6.0% | ||
| Q1 25 | -55.3% | 0.8% | ||
| Q4 24 | -17.1% | 3.3% | ||
| Q3 24 | -29.2% | 1.1% | ||
| Q2 24 | -18.9% | 1.8% | ||
| Q1 24 | -38.5% | 2.5% |
| Q4 25 | $-0.40 | $-0.09 | ||
| Q3 25 | $1.67 | $-0.01 | ||
| Q2 25 | $-0.33 | $-0.04 | ||
| Q1 25 | $-0.74 | $0.01 | ||
| Q4 24 | $-0.30 | $0.03 | ||
| Q3 24 | $-0.46 | $0.01 | ||
| Q2 24 | $-0.30 | $0.01 | ||
| Q1 24 | $-0.54 | $0.01 |
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 | $466.2M | $264.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $370.1M | $288.6M |
| 总资产 | $1.1B | $454.1M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q4 25 | $466.2M | $264.3M | ||
| Q3 25 | $479.2M | $80.8M | ||
| Q2 25 | $370.0M | $54.3M | ||
| Q1 25 | $358.4M | $64.7M | ||
| Q4 24 | $411.3M | $48.9M | ||
| Q3 24 | $396.9M | $45.1M | ||
| Q2 24 | $360.1M | $69.6M | ||
| Q1 24 | $325.9M | $41.4M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $93.1M | — |
| Q4 25 | $370.1M | $288.6M | ||
| Q3 25 | $401.2M | $289.7M | ||
| Q2 25 | $156.3M | $279.0M | ||
| Q1 25 | $164.2M | $268.7M | ||
| Q4 24 | $228.5M | $256.6M | ||
| Q3 24 | $237.1M | $248.5M | ||
| Q2 24 | $264.3M | $235.6M | ||
| Q1 24 | $266.7M | $226.0M |
| Q4 25 | $1.1B | $454.1M | ||
| Q3 25 | $1.1B | $450.4M | ||
| Q2 25 | $821.4M | $424.9M | ||
| Q1 25 | $807.3M | $416.5M | ||
| Q4 24 | $885.1M | $390.9M | ||
| Q3 24 | $901.9M | $383.8M | ||
| Q2 24 | $904.5M | $372.9M | ||
| Q1 24 | $831.9M | $341.7M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 0.35× | — |
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 | $14.9M |
| 自由现金流经营现金流 - 资本支出 | $-14.3M | $14.8M |
| 自由现金流率自由现金流/营收 | -7.1% | 12.6% |
| 资本支出强度资本支出/营收 | 0.1% | 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 | $57.8M |
8季度趋势，按日历期对齐
| Q4 25 | $-14.2M | $14.9M | ||
| Q3 25 | $108.5M | $21.9M | ||
| Q2 25 | $4.4M | $684.0K | ||
| Q1 25 | $-53.4M | $22.1M | ||
| Q4 24 | $19.4M | $11.9M | ||
| Q3 24 | $34.1M | $8.1M | ||
| Q2 24 | $-8.3M | $12.1M | ||
| Q1 24 | $-133.0M | $14.8M |
| Q4 25 | $-14.3M | $14.8M | ||
| Q3 25 | $108.3M | $21.5M | ||
| Q2 25 | $4.4M | $80.0K | ||
| Q1 25 | $-53.4M | $21.4M | ||
| Q4 24 | $19.3M | $11.5M | ||
| Q3 24 | — | $7.6M | ||
| Q2 24 | $-8.4M | $10.0M | ||
| Q1 24 | $-133.3M | $14.0M |
| Q4 25 | -7.1% | 12.6% | ||
| Q3 25 | 23.6% | 19.2% | ||
| Q2 25 | 2.5% | 0.1% | ||
| Q1 25 | -32.0% | 20.4% | ||
| Q4 24 | 9.1% | 11.2% | ||
| Q3 24 | — | 7.8% | ||
| Q2 24 | -4.2% | 11.0% | ||
| Q1 24 | -77.3% | 16.3% |
| Q4 25 | 0.1% | 0.1% | ||
| Q3 25 | 0.0% | 0.4% | ||
| Q2 25 | 0.0% | 0.6% | ||
| Q1 25 | 0.0% | 0.7% | ||
| Q4 24 | 0.0% | 0.4% | ||
| Q3 24 | 0.0% | 0.5% | ||
| Q2 24 | 0.0% | 2.4% | ||
| Q1 24 | 0.2% | 0.9% |
| Q4 25 | — | — | ||
| Q3 25 | 0.50× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 26.04× | ||
| Q4 24 | — | 3.57× | ||
| Q3 24 | — | 7.44× | ||
| Q2 24 | — | 7.32× | ||
| Q1 24 | — | 6.91× |
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% |
SEMR
暂无分部数据
