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Astrana Health, Inc.(ASTH)与罗宾汉(HOOD)财务数据对比。点击上方公司名可切换其他公司
Astrana Health, Inc.的季度营收约是罗宾汉的1.0倍($950.5M vs $927.0M),罗宾汉净利率更高(36.2% vs 0.7%,领先35.6%),Astrana Health, Inc.同比增速更快(42.9% vs -27.7%),过去两年Astrana Health, Inc.的营收复合增速更高(53.3% vs 16.6%)
Astrana Health是一家总部位于美国的价值导向型医疗服务提供商,主要服务全美符合联邦医保资格的老年群体,提供上门初级护理、慢性病管理及护理协调服务,致力于提升患者健康水平、降低不必要的医疗支出。
罗宾汉市场(Robinhood Markets, Inc.)是总部位于美国加利福尼亚州门洛帕克的金融服务企业,旗下电子交易平台支持股票、ETF、期权、期货、加密货币等品类交易,还提供加密货币钱包、财富管理、信用卡等金融服务,部分银行服务与FDIC投保银行合作推出,同时运营新闻网站Sherwood.News。
ASTH vs HOOD — 直观对比
营收规模更大
ASTH
是对方的1.0倍
$927.0M
营收增速更快
ASTH
高出70.6%
-27.7%
净利率更高
HOOD
高出35.6%
0.7%
两年增速更快
ASTH
近两年复合增速
16.6%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $950.5M | $927.0M |
| 净利润 | $6.6M | $336.0M |
| 毛利率 | — | — |
| 营业利润率 | 1.9% | — |
| 净利率 | 0.7% | 36.2% |
| 营收同比 | 42.9% | -27.7% |
| 净利润同比 | 184.4% | -2.9% |
| 每股收益(稀释后) | $0.12 | $336.00 |
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
ASTH
HOOD
| Q1 26 | — | $927.0M | ||
| Q4 25 | $950.5M | $1.3B | ||
| Q3 25 | $956.0M | $1.3B | ||
| Q2 25 | $654.8M | $989.0M | ||
| Q1 25 | $620.4M | $927.0M | ||
| Q4 24 | $665.2M | $1.0B | ||
| Q3 24 | $478.7M | $637.0M | ||
| Q2 24 | $486.3M | $682.0M |
净利润
ASTH
HOOD
| Q1 26 | — | $336.0M | ||
| Q4 25 | $6.6M | $605.0M | ||
| Q3 25 | $373.0K | $556.0M | ||
| Q2 25 | $9.4M | $386.0M | ||
| Q1 25 | $6.7M | $336.0M | ||
| Q4 24 | $-7.8M | $916.0M | ||
| Q3 24 | $16.1M | $150.0M | ||
| Q2 24 | $19.2M | $188.0M |
营业利润率
ASTH
HOOD
| Q1 26 | — | — | ||
| Q4 25 | 1.9% | 51.5% | ||
| Q3 25 | 2.0% | 49.8% | ||
| Q2 25 | 3.1% | 44.7% | ||
| Q1 25 | 3.3% | 40.0% | ||
| Q4 24 | 0.1% | 55.0% | ||
| Q3 24 | 5.9% | 24.0% | ||
| Q2 24 | 6.2% | 28.0% |
净利率
ASTH
HOOD
| Q1 26 | — | 36.2% | ||
| Q4 25 | 0.7% | 47.2% | ||
| Q3 25 | 0.0% | 43.6% | ||
| Q2 25 | 1.4% | 39.0% | ||
| Q1 25 | 1.1% | 36.2% | ||
| Q4 24 | -1.2% | 90.3% | ||
| Q3 24 | 3.4% | 23.5% | ||
| Q2 24 | 3.9% | 27.6% |
每股收益(稀释后)
ASTH
HOOD
| Q1 26 | — | $336.00 | ||
| Q4 25 | $0.12 | $0.65 | ||
| Q3 25 | $0.01 | $0.61 | ||
| Q2 25 | $0.19 | $0.42 | ||
| Q1 25 | $0.14 | $0.37 | ||
| Q4 24 | $-0.14 | $1.00 | ||
| Q3 24 | $0.33 | $0.17 | ||
| Q2 24 | $0.40 | $0.21 |
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 | $429.5M | $4.3B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $779.3M | $9.2B |
| 总资产 | $2.2B | $38.1B |
| 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
ASTH
HOOD
| Q1 26 | — | $4.3B | ||
| Q4 25 | $429.5M | $4.3B | ||
| Q3 25 | $463.4M | $4.3B | ||
| Q2 25 | $342.1M | $4.2B | ||
| Q1 25 | $260.9M | $4.4B | ||
| Q4 24 | $290.8M | $4.3B | ||
| Q3 24 | $350.3M | $4.6B | ||
| Q2 24 | $327.7M | $4.5B |
股东权益
ASTH
HOOD
| Q1 26 | — | $9.2B | ||
| Q4 25 | $779.3M | $9.2B | ||
| Q3 25 | $775.5M | $8.6B | ||
| Q2 25 | $765.5M | $8.1B | ||
| Q1 25 | $745.4M | $8.0B | ||
| Q4 24 | $712.7M | $8.0B | ||
| Q3 24 | $704.6M | $7.2B | ||
| Q2 24 | $678.9M | $7.1B |
总资产
ASTH
HOOD
| Q1 26 | — | $38.1B | ||
| Q4 25 | $2.2B | $38.1B | ||
| Q3 25 | $2.2B | $41.5B | ||
| Q2 25 | $1.4B | $35.3B | ||
| Q1 25 | $1.3B | $27.5B | ||
| Q4 24 | $1.4B | $26.2B | ||
| Q3 24 | $1.3B | $43.2B | ||
| Q2 24 | $1.3B | $41.3B |
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 | $-2.9M | $642.0M |
| 自由现金流经营现金流 - 资本支出 | $-6.0M | — |
| 自由现金流率自由现金流/营收 | -0.6% | — |
| 资本支出强度资本支出/营收 | 0.3% | — |
| 现金转化率经营现金流/净利润 | -0.44× | 1.91× |
| 过去12个月自由现金流最近4个季度 | $104.5M | — |
8季度趋势,按日历期对齐
经营现金流
ASTH
HOOD
| Q1 26 | — | $642.0M | ||
| Q4 25 | $-2.9M | $-937.0M | ||
| Q3 25 | $10.0M | $-1.6B | ||
| Q2 25 | $90.9M | $3.5B | ||
| Q1 25 | $16.6M | $642.0M | ||
| Q4 24 | $-10.9M | $-1.4B | ||
| Q3 24 | $34.0M | $1.8B | ||
| Q2 24 | $23.2M | $54.0M |
自由现金流
ASTH
HOOD
| Q1 26 | — | — | ||
| Q4 25 | $-6.0M | — | ||
| Q3 25 | $7.4M | — | ||
| Q2 25 | $89.5M | — | ||
| Q1 25 | $13.6M | — | ||
| Q4 24 | $-13.5M | — | ||
| Q3 24 | $31.7M | — | ||
| Q2 24 | $20.4M | — |
自由现金流率
ASTH
HOOD
| Q1 26 | — | — | ||
| Q4 25 | -0.6% | — | ||
| Q3 25 | 0.8% | — | ||
| Q2 25 | 13.7% | — | ||
| Q1 25 | 2.2% | — | ||
| Q4 24 | -2.0% | — | ||
| Q3 24 | 6.6% | — | ||
| Q2 24 | 4.2% | — |
资本支出强度
ASTH
HOOD
| Q1 26 | — | — | ||
| Q4 25 | 0.3% | — | ||
| Q3 25 | 0.3% | — | ||
| Q2 25 | 0.2% | — | ||
| Q1 25 | 0.5% | — | ||
| Q4 24 | 0.4% | — | ||
| Q3 24 | 0.5% | — | ||
| Q2 24 | 0.6% | — |
现金转化率
ASTH
HOOD
| Q1 26 | — | 1.91× | ||
| Q4 25 | -0.44× | -1.55× | ||
| Q3 25 | 26.69× | -2.83× | ||
| Q2 25 | 9.65× | 9.09× | ||
| Q1 25 | 2.48× | 1.91× | ||
| Q4 24 | — | -1.53× | ||
| Q3 24 | 2.11× | 12.08× | ||
| Q2 24 | 1.21× | 0.29× |
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
ASTH
| Medicare | $542.4M | 57% |
| Commercial | $99.1M | 10% |
| Care Delivery | $92.1M | 10% |
| Care Enablement | $78.9M | 8% |
| Other Third Parties | $58.0M | 6% |
| Health Care Patient Service | $39.8M | 4% |
| Health Care Other | $25.5M | 3% |
| Other | $12.1M | 1% |
| Management Service | $10.3M | 1% |
HOOD
| Transaction-based revenues | $583.0M | 63% |
| Other | $290.0M | 31% |
| Other revenues | $54.0M | 6% |