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太平洋生物科学（ASMB）与Valens Semiconductor Ltd.（VLN）财务数据对比。点击上方公司名可切换其他公司
Valens Semiconductor Ltd.的季度营收约是太平洋生物科学的1.6倍（$17.3M vs $10.8M），Valens Semiconductor Ltd.净利率更高（-42.2% vs -85.2%，领先43.0%），太平洋生物科学同比增速更快（57.6% vs 8.1%），Valens Semiconductor Ltd.自由现金流更多（$-4.9M vs $-15.2M）
该公司是一家成立于2004年的美国生物科技企业，主要研发生产基因测序相关设备，同时也开展新型实时生物观测技术相关业务。目前拥有两大核心测序平台，分别是基于零模波导特性的单分子实时测序平台，以及结合天然核苷酸无痕连接技术的结合测序平台。
瓦伦斯半导体是一家总部位于以色列的无晶圆厂半导体企业，核心产品面向汽车与音视频行业，主打未压缩超高清多媒体内容传输及车内连接应用场景。作为MIPI联盟成员，该公司率先推出了符合MIPI A-PHY标准的商用芯片组，同时也是HDBaseT技术的发明者。
ASMB vs VLN — 直观对比
营收规模更大
VLN
是对方的1.6倍
$10.8M
营收增速更快
ASMB
高出49.5%
8.1%
净利率更高
VLN
高出43.0%
-85.2%
自由现金流更多
VLN
多$10.2M
$-15.2M
损益表 — Q3 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $10.8M | $17.3M |
| 净利润 | $-9.2M | $-7.3M |
| 毛利率 | — | 63.0% |
| 营业利润率 | -100.9% | -46.4% |
| 净利率 | -85.2% | -42.2% |
| 营收同比 | 57.6% | 8.1% |
| 净利润同比 | 4.3% | 29.3% |
| 每股收益（稀释后） | $-0.72 | $-0.07 |
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ASMBVLN
| Q3 25 | $10.8M | $17.3M | ||
| Q2 25 | $9.6M | $17.1M | ||
| Q1 25 | $9.4M | $16.8M | ||
| Q4 24 | $7.4M | — | ||
| Q3 24 | $6.8M | $16.0M | ||
| Q2 24 | $8.5M | $13.6M | ||
| Q1 24 | $5.8M | — | ||
| Q2 23 | — | $24.2M |
净利润ASMBVLN
| Q3 25 | $-9.2M | $-7.3M | ||
| Q2 25 | $-10.2M | $-7.2M | ||
| Q1 25 | $-8.8M | $-8.3M | ||
| Q4 24 | — | — | ||
| Q3 24 | $-9.6M | $-10.4M | ||
| Q2 24 | $-11.2M | $-8.9M | ||
| Q1 24 | $-9.1M | — | ||
| Q2 23 | — | $-4.6M |
毛利率ASMBVLN
| Q3 25 | — | 63.0% | ||
| Q2 25 | — | 63.5% | ||
| Q1 25 | — | 62.9% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 56.4% | ||
| Q2 24 | — | 61.4% | ||
| Q1 24 | — | — | ||
| Q2 23 | — | 61.8% |
营业利润率ASMBVLN
| Q3 25 | -100.9% | -46.4% | ||
| Q2 25 | -115.2% | -43.3% | ||
| Q1 25 | -105.5% | -56.2% | ||
| Q4 24 | — | — | ||
| Q3 24 | -160.1% | -76.3% | ||
| Q2 24 | -143.0% | -69.2% | ||
| Q1 24 | -185.5% | — | ||
| Q2 23 | — | -21.4% |
净利率ASMBVLN
| Q3 25 | -85.2% | -42.2% | ||
| Q2 25 | -105.9% | -42.1% | ||
| Q1 25 | -93.6% | -49.4% | ||
| Q4 24 | — | — | ||
| Q3 24 | -140.4% | -64.6% | ||
| Q2 24 | -130.7% | -65.2% | ||
| Q1 24 | -156.9% | — | ||
| Q2 23 | — | -19.0% |
每股收益（稀释后）ASMBVLN
| Q3 25 | $-0.72 | $-0.07 | ||
| Q2 25 | $-1.33 | $-0.07 | ||
| Q1 25 | $-1.17 | $-0.08 | ||
| Q4 24 | — | — | ||
| Q3 24 | $-1.51 | $-0.10 | ||
| Q2 24 | $-1.98 | $-0.08 | ||
| Q1 24 | $-1.66 | — | ||
| Q2 23 | — | $-0.05 |
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 | $22.5M | $93.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $182.7M | $108.8M |
| 总资产 | $240.0M | $136.7M |
| 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ASMBVLN
| Q3 25 | $22.5M | $93.5M | ||
| Q2 25 | $24.0M | $102.7M | ||
| Q1 25 | $23.4M | $112.5M | ||
| Q4 24 | $38.3M | — | ||
| Q3 24 | $28.5M | $133.1M | ||
| Q2 24 | $19.2M | $105.9M | ||
| Q1 24 | $18.7M | — | ||
| Q2 23 | — | $138.0M |
股东权益ASMBVLN
| Q3 25 | $182.7M | $108.8M | ||
| Q2 25 | $18.1M | $116.5M | ||
| Q1 25 | $27.1M | $128.6M | ||
| Q4 24 | $33.4M | — | ||
| Q3 24 | $26.0M | $147.0M | ||
| Q2 24 | $34.7M | $153.5M | ||
| Q1 24 | $32.6M | — | ||
| Q2 23 | — | $166.3M |
总资产ASMBVLN
| Q3 25 | $240.0M | $136.7M | ||
| Q2 25 | $80.8M | $144.8M | ||
| Q1 25 | $99.0M | $154.6M | ||
| Q4 24 | $119.2M | — | ||
| Q3 24 | $100.3M | $171.9M | ||
| Q2 24 | $115.3M | $175.8M | ||
| Q1 24 | $119.9M | — | ||
| Q2 23 | — | $184.3M |
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 | $-15.1M | $-4.7M |
| 自由现金流经营现金流 - 资本支出 | $-15.2M | $-4.9M |
| 自由现金流率自由现金流/营收 | -140.7% | -28.5% |
| 资本支出强度资本支出/营收 | 0.4% | 1.6% |
| 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 | — | $-11.0M |
8季度趋势，按日历期对齐
经营现金流ASMBVLN
| Q3 25 | $-15.1M | $-4.7M | ||
| Q2 25 | $-16.8M | $-211.0K | ||
| Q1 25 | $-23.4M | $-7.6M | ||
| Q4 24 | $-51.1M | — | ||
| Q3 24 | $-15.2M | $3.0M | ||
| Q2 24 | $-17.1M | $-225.0K | ||
| Q1 24 | $-18.4M | — | ||
| Q2 23 | — | $358.0K |
自由现金流ASMBVLN
| Q3 25 | $-15.2M | $-4.9M | ||
| Q2 25 | — | $-330.0K | ||
| Q1 25 | — | $-8.0M | ||
| Q4 24 | $-51.1M | — | ||
| Q3 24 | — | $2.2M | ||
| Q2 24 | $-17.1M | $-460.0K | ||
| Q1 24 | $-18.4M | — | ||
| Q2 23 | — | $-419.0K |
自由现金流率ASMBVLN
| Q3 25 | -140.7% | -28.5% | ||
| Q2 25 | — | -1.9% | ||
| Q1 25 | — | -47.3% | ||
| Q4 24 | -695.2% | — | ||
| Q3 24 | — | 14.0% | ||
| Q2 24 | -200.6% | -3.4% | ||
| Q1 24 | -317.7% | — | ||
| Q2 23 | — | -1.7% |
资本支出强度ASMBVLN
| Q3 25 | 0.4% | 1.6% | ||
| Q2 25 | 0.0% | 0.7% | ||
| Q1 25 | 0.0% | 2.1% | ||
| Q4 24 | 0.4% | — | ||
| Q3 24 | 0.0% | 4.5% | ||
| Q2 24 | 0.2% | 1.7% | ||
| Q1 24 | 0.2% | — | ||
| Q2 23 | — | 3.2% |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
