vs
Ascendis Pharma A/S(ASND)与Stitch Fix, Inc.(SFIX)财务数据对比。点击上方公司名可切换其他公司
Stitch Fix, Inc.的季度营收约是Ascendis Pharma A/S的1.3倍($342.1M vs $267.3M),Ascendis Pharma A/S同比增速更快(42.3% vs 7.3%),过去两年Ascendis Pharma A/S的营收复合增速更高(60.7% vs 1.8%)
Ascendis Pharma A/S是一家聚焦内分泌疾病治疗领域的生物制药企业,核心业务覆盖生长激素疗法的研发、生产与商业化。其依托重组DNA技术生产的生长激素类处方药物,可用于治疗多种生长激素缺乏相关适应症,临床应用场景广泛。
Stitch Fix是美国的在线个人造型服务平台,依托推荐算法与数据科学技术,根据顾客的身形尺寸、预算和风格偏好推送个性化服饰单品。该公司创立于2011年,2017年完成首次公开募股,目前总部位于旧金山。
ASND vs SFIX — 直观对比
营收规模更大
SFIX
是对方的1.3倍
$267.3M
营收增速更快
ASND
高出35.0%
7.3%
两年增速更快
ASND
近两年复合增速
1.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $267.3M | $342.1M |
| 净利润 | — | $-6.4M |
| 毛利率 | 90.5% | 43.6% |
| 营业利润率 | — | -2.5% |
| 净利率 | — | -1.9% |
| 营收同比 | 42.3% | 7.3% |
| 净利润同比 | — | -1.7% |
| 每股收益(稀释后) | — | $-0.05 |
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
ASND
SFIX
| Q4 25 | $267.3M | $342.1M | ||
| Q3 25 | $230.7M | $311.2M | ||
| Q2 25 | $170.7M | $325.0M | ||
| Q1 25 | $109.0M | $312.1M | ||
| Q4 24 | $187.8M | $318.8M | ||
| Q3 24 | $62.5M | $319.6M | ||
| Q2 24 | $38.9M | $322.7M | ||
| Q1 24 | $103.6M | $330.4M |
净利润
ASND
SFIX
| Q4 25 | — | $-6.4M | ||
| Q3 25 | $-65.9M | $-8.6M | ||
| Q2 25 | $-42.0M | $-7.4M | ||
| Q1 25 | $-102.2M | $-6.5M | ||
| Q4 24 | — | $-6.3M | ||
| Q3 24 | $-107.1M | $-36.5M | ||
| Q2 24 | $-118.1M | $-21.3M | ||
| Q1 24 | $-141.5M | $-35.5M |
毛利率
ASND
SFIX
| Q4 25 | 90.5% | 43.6% | ||
| Q3 25 | 89.5% | 43.6% | ||
| Q2 25 | 80.1% | 44.2% | ||
| Q1 25 | 82.6% | 44.5% | ||
| Q4 24 | 91.9% | 45.4% | ||
| Q3 24 | 80.6% | 44.6% | ||
| Q2 24 | 68.2% | 45.5% | ||
| Q1 24 | 92.1% | 43.4% |
营业利润率
ASND
SFIX
| Q4 25 | — | -2.5% | ||
| Q3 25 | 5.1% | -3.6% | ||
| Q2 25 | -33.5% | -3.0% | ||
| Q1 25 | -103.2% | -2.9% | ||
| Q4 24 | — | -2.8% | ||
| Q3 24 | -167.3% | -13.1% | ||
| Q2 24 | -370.2% | -7.7% | ||
| Q1 24 | -51.2% | -11.5% |
净利率
ASND
SFIX
| Q4 25 | — | -1.9% | ||
| Q3 25 | -28.5% | -2.8% | ||
| Q2 25 | -24.6% | -2.3% | ||
| Q1 25 | -93.7% | -2.1% | ||
| Q4 24 | — | -2.0% | ||
| Q3 24 | -171.5% | -11.4% | ||
| Q2 24 | -303.9% | -6.6% | ||
| Q1 24 | -136.6% | -10.8% |
每股收益(稀释后)
ASND
SFIX
| Q4 25 | — | $-0.05 | ||
| Q3 25 | — | $-0.06 | ||
| Q2 25 | — | $-0.06 | ||
| Q1 25 | — | $-0.05 | ||
| Q4 24 | — | $-0.05 | ||
| Q3 24 | — | $-0.29 | ||
| Q2 24 | — | $-0.18 | ||
| Q1 24 | — | $-0.30 |
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 | $665.3M | $244.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-175.8M | $204.1M |
| 总资产 | $1.4B | $530.7M |
| 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
ASND
SFIX
| Q4 25 | $665.3M | $244.2M | ||
| Q3 25 | $582.2M | $234.9M | ||
| Q2 25 | $533.6M | $234.2M | ||
| Q1 25 | $559.4M | $219.1M | ||
| Q4 24 | $604.3M | $253.3M | ||
| Q3 24 | $675.6M | $247.0M | ||
| Q2 24 | $279.4M | $244.5M | ||
| Q1 24 | $345.9M | $229.8M |
股东权益
ASND
SFIX
| Q4 25 | $-175.8M | $204.1M | ||
| Q3 25 | $-188.0M | $203.0M | ||
| Q2 25 | $-202.6M | $200.4M | ||
| Q1 25 | $-205.0M | $197.8M | ||
| Q4 24 | $-114.2M | $190.5M | ||
| Q3 24 | $-105.1M | $187.0M | ||
| Q2 24 | $-346.8M | $208.9M | ||
| Q1 24 | $-257.2M | $213.3M |
总资产
ASND
SFIX
| Q4 25 | $1.4B | $530.7M | ||
| Q3 25 | $1.2B | $480.6M | ||
| Q2 25 | $1.2B | $484.7M | ||
| Q1 25 | $1.1B | $472.6M | ||
| Q4 24 | $1.3B | $507.1M | ||
| Q3 24 | $1.2B | $486.9M | ||
| Q2 24 | $819.0M | $537.0M | ||
| Q1 24 | $866.7M | $538.3M |
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 | $58.2M | $10.9M |
| 自由现金流经营现金流 - 资本支出 | — | $5.6M |
| 自由现金流率自由现金流/营收 | — | 1.6% |
| 资本支出强度资本支出/营收 | — | 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 | — | $4.9M |
8季度趋势,按日历期对齐
经营现金流
ASND
SFIX
| Q4 25 | $58.2M | $10.9M | ||
| Q3 25 | — | $7.0M | ||
| Q2 25 | — | $20.5M | ||
| Q1 25 | $-15.5M | $-16.2M | ||
| Q4 24 | $-330.7M | $14.3M | ||
| Q3 24 | — | $8.2M | ||
| Q2 24 | — | $21.7M | ||
| Q1 24 | $-109.7M | $-22.3M |
自由现金流
ASND
SFIX
| Q4 25 | — | $5.6M | ||
| Q3 25 | — | $2.8M | ||
| Q2 25 | — | $16.0M | ||
| Q1 25 | — | $-19.4M | ||
| Q4 24 | — | $9.9M | ||
| Q3 24 | — | $4.5M | ||
| Q2 24 | — | $18.9M | ||
| Q1 24 | — | $-26.1M |
自由现金流率
ASND
SFIX
| Q4 25 | — | 1.6% | ||
| Q3 25 | — | 0.9% | ||
| Q2 25 | — | 4.9% | ||
| Q1 25 | — | -6.2% | ||
| Q4 24 | — | 3.1% | ||
| Q3 24 | — | 1.4% | ||
| Q2 24 | — | 5.9% | ||
| Q1 24 | — | -7.9% |
资本支出强度
ASND
SFIX
| Q4 25 | — | 1.6% | ||
| Q3 25 | — | 1.4% | ||
| Q2 25 | — | 1.4% | ||
| Q1 25 | — | 1.0% | ||
| Q4 24 | — | 1.4% | ||
| Q3 24 | — | 1.2% | ||
| Q2 24 | — | 0.9% | ||
| Q1 24 | — | 1.1% |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图