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ARVINAS, INC.（ARVN）与万物新生（RERE）财务数据对比。点击上方公司名可切换其他公司
万物新生的季度营收约是ARVINAS, INC.的1.0倍（$43.2M vs $41.9M），万物新生净利率更高（16.9% vs -83.8%，领先100.7%）
Arvinas是一家临床阶段生物技术企业，专注开发PROTAC靶向蛋白降解类疗法，用于治疗癌症及罕见病，核心管线覆盖多个存在未满足医疗需求的适应症，主要面向美国及全球生物制药市场运营。
万物新生集团（ATRenew Inc.）是中国领先的二手消费电子产品交易与服务平台运营商，核心业务覆盖数码产品回收、质检、翻新及售卖，运营有爱回收等知名品牌，服务覆盖个人消费者及企业客户，市场遍及国内及部分东南亚地区。
ARVN vs RERE — 直观对比
营收规模更大
RERE
是对方的1.0倍
$41.9M
净利率更高
RERE
高出100.7%
-83.8%
损益表 — Q3 FY2025 vs Q1 FY2023
| 指标 | | |
|---|---|---|
| 营收 | $41.9M | $43.2M |
| 净利润 | $-35.1M | $7.3M |
| 毛利率 | — | — |
| 营业利润率 | -104.5% | — |
| 净利率 | -83.8% | 16.9% |
| 营收同比 | -59.1% | — |
| 净利润同比 | 28.7% | — |
| 每股收益（稀释后） | $-0.48 | — |
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ARVNRERE
| Q3 25 | $41.9M | — | ||
| Q1 25 | $188.8M | — | ||
| Q4 24 | $59.2M | — | ||
| Q3 24 | $102.4M | — | ||
| Q2 24 | $76.5M | — | ||
| Q1 24 | $25.3M | — | ||
| Q4 23 | $-43.1M | — | ||
| Q3 23 | $34.6M | — |
净利润ARVNRERE
| Q3 25 | $-35.1M | — | ||
| Q1 25 | $82.9M | — | ||
| Q4 24 | $-45.1M | — | ||
| Q3 24 | $-49.2M | — | ||
| Q2 24 | $-35.2M | — | ||
| Q1 24 | $-69.4M | — | ||
| Q4 23 | $-154.8M | — | ||
| Q3 23 | $-64.0M | — |
营业利润率ARVNRERE
| Q3 25 | -104.5% | — | ||
| Q1 25 | 37.8% | — | ||
| Q4 24 | -98.1% | — | ||
| Q3 24 | -58.9% | — | ||
| Q2 24 | -63.4% | — | ||
| Q1 24 | -329.2% | — | ||
| Q4 23 | 383.5% | — | ||
| Q3 23 | -213.6% | — |
净利率ARVNRERE
| Q3 25 | -83.8% | — | ||
| Q1 25 | 43.9% | — | ||
| Q4 24 | -76.2% | — | ||
| Q3 24 | -48.0% | — | ||
| Q2 24 | -46.0% | — | ||
| Q1 24 | -274.3% | — | ||
| Q4 23 | 359.2% | — | ||
| Q3 23 | -185.0% | — |
每股收益（稀释后）ARVNRERE
| Q3 25 | $-0.48 | — | ||
| Q1 25 | $1.14 | — | ||
| Q4 24 | $-0.63 | — | ||
| Q3 24 | $-0.68 | — | ||
| Q2 24 | $-0.49 | — | ||
| Q1 24 | $-0.97 | — | ||
| Q4 23 | $-2.65 | — | ||
| Q3 23 | $-1.18 | — |
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 | $787.6M | $228.0M |
| 总债务越低越好 | $600.0K | — |
| 股东权益账面价值 | $564.4M | $557.1M |
| 总资产 | $844.3M | $722.9M |
| 负债/权益比越低杠杆越低 | 0.00× | — |
8季度趋势，按日历期对齐
现金及短期投资ARVNRERE
| Q3 25 | $787.6M | — | ||
| Q1 25 | $954.3M | — | ||
| Q4 24 | $1.0B | — | ||
| Q3 24 | $1.1B | — | ||
| Q2 24 | $1.2B | — | ||
| Q1 24 | $1.2B | — | ||
| Q4 23 | $1.3B | — | ||
| Q3 23 | $998.5M | — |
总债务ARVNRERE
| Q3 25 | $600.0K | — | ||
| Q1 25 | $700.0K | — | ||
| Q4 24 | $800.0K | — | ||
| Q3 24 | $800.0K | — | ||
| Q2 24 | $900.0K | — | ||
| Q1 24 | $900.0K | — | ||
| Q4 23 | $1.0M | — | ||
| Q3 23 | $1.0M | — |
股东权益ARVNRERE
| Q3 25 | $564.4M | — | ||
| Q1 25 | $660.1M | — | ||
| Q4 24 | $561.7M | — | ||
| Q3 24 | $586.0M | — | ||
| Q2 24 | $600.2M | — | ||
| Q1 24 | $609.7M | — | ||
| Q4 23 | $660.0M | — | ||
| Q3 23 | $457.2M | — |
总资产ARVNRERE
| Q3 25 | $844.3M | — | ||
| Q1 25 | $1.0B | — | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $1.3B | — | ||
| Q1 24 | $1.2B | — | ||
| Q4 23 | $1.3B | — | ||
| Q3 23 | $1.1B | — |
负债/权益比ARVNRERE
| Q3 25 | 0.00× | — | ||
| Q1 25 | 0.00× | — | ||
| Q4 24 | 0.00× | — | ||
| Q3 24 | 0.00× | — | ||
| Q2 24 | 0.00× | — | ||
| Q1 24 | 0.00× | — | ||
| Q4 23 | 0.00× | — | ||
| Q3 23 | 0.00× | — |
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 | $-59.1M | — |
| 自由现金流经营现金流 - 资本支出 | $-59.2M | — |
| 自由现金流率自由现金流/营收 | -141.3% | — |
| 资本支出强度资本支出/营收 | 0.2% | — |
| 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 | $-361.6M | — |
8季度趋势，按日历期对齐
经营现金流ARVNRERE
| Q3 25 | $-59.1M | — | ||
| Q1 25 | $-88.9M | — | ||
| Q4 24 | $-84.1M | — | ||
| Q3 24 | $-128.0M | — | ||
| Q2 24 | $50.3M | — | ||
| Q1 24 | $-97.5M | — | ||
| Q4 23 | $-83.1M | — | ||
| Q3 23 | $-84.8M | — |
自由现金流ARVNRERE
| Q3 25 | $-59.2M | — | ||
| Q1 25 | $-89.3M | — | ||
| Q4 24 | $-84.4M | — | ||
| Q3 24 | $-128.7M | — | ||
| Q2 24 | $49.6M | — | ||
| Q1 24 | $-97.6M | — | ||
| Q4 23 | $-83.2M | — | ||
| Q3 23 | $-85.9M | — |
自由现金流率ARVNRERE
| Q3 25 | -141.3% | — | ||
| Q1 25 | -47.3% | — | ||
| Q4 24 | -142.6% | — | ||
| Q3 24 | -125.7% | — | ||
| Q2 24 | 64.8% | — | ||
| Q1 24 | -385.8% | — | ||
| Q4 23 | 193.0% | — | ||
| Q3 23 | -248.3% | — |
资本支出强度ARVNRERE
| Q3 25 | 0.2% | — | ||
| Q1 25 | 0.2% | — | ||
| Q4 24 | 0.5% | — | ||
| Q3 24 | 0.7% | — | ||
| Q2 24 | 0.9% | — | ||
| Q1 24 | 0.4% | — | ||
| Q4 23 | -0.2% | — | ||
| Q3 23 | 3.2% | — |
现金转化率ARVNRERE
| Q3 25 | — | — | ||
| Q1 25 | -1.07× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — | ||
| Q4 23 | — | — | ||
| Q3 23 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
