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Astrana Health, Inc.（ASTH）与SiriusPoint Ltd（SPNT）财务数据对比。点击上方公司名可切换其他公司
SiriusPoint Ltd的季度营收约是Astrana Health, Inc.的1.0倍（$973.7M vs $950.5M），SiriusPoint Ltd净利率更高（25.1% vs 0.7%，领先24.4%），SiriusPoint Ltd同比增速更快（58.9% vs 42.9%），过去两年Astrana Health, Inc.的营收复合增速更高（53.3% vs 19.2%）
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。
SiriusPoint Ltd是一家总部位于百慕大彭布罗克的全球特种保险及再保险服务商，提供财产险、意外险、特种险种保障及另类资本解决方案，服务覆盖北美、欧洲、亚太等市场的商业客户与风险承担方，注重严谨核保与稳定的风险调整收益。
ASTH vs SPNT — 直观对比
营收规模更大
SPNT
是对方的1.0倍
$950.5M
营收增速更快
SPNT
高出16.0%
42.9%
净利率更高
SPNT
高出24.4%
0.7%
两年增速更快
ASTH
近两年复合增速
19.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $950.5M | $973.7M |
| 净利润 | $6.6M | $244.1M |
| 毛利率 | — | — |
| 营业利润率 | 1.9% | 28.8% |
| 净利率 | 0.7% | 25.1% |
| 营收同比 | 42.9% | 58.9% |
| 净利润同比 | 184.4% | 1535.9% |
| 每股收益（稀释后） | $0.12 | $1.92 |
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ASTHSPNT
| Q4 25 | $950.5M | $973.7M | ||
| Q3 25 | $956.0M | $755.9M | ||
| Q2 25 | $654.8M | $748.2M | ||
| Q1 25 | $620.4M | $727.3M | ||
| Q4 24 | $665.2M | $612.8M | ||
| Q3 24 | $478.7M | $562.2M | ||
| Q2 24 | $486.3M | $743.3M | ||
| Q1 24 | $404.4M | $685.5M |
净利润ASTHSPNT
| Q4 25 | $6.6M | $244.1M | ||
| Q3 25 | $373.0K | $90.8M | ||
| Q2 25 | $9.4M | $63.2M | ||
| Q1 25 | $6.7M | $61.6M | ||
| Q4 24 | $-7.8M | $-17.0M | ||
| Q3 24 | $16.1M | $8.5M | ||
| Q2 24 | $19.2M | $113.9M | ||
| Q1 24 | $14.8M | $94.8M |
营业利润率ASTHSPNT
| Q4 25 | 1.9% | 28.8% | ||
| Q3 25 | 2.0% | 14.7% | ||
| Q2 25 | 3.1% | 10.0% | ||
| Q1 25 | 3.3% | 10.4% | ||
| Q4 24 | 0.1% | -2.1% | ||
| Q3 24 | 5.9% | 2.0% | ||
| Q2 24 | 6.2% | 17.4% | ||
| Q1 24 | 7.5% | 15.4% |
净利率ASTHSPNT
| Q4 25 | 0.7% | 25.1% | ||
| Q3 25 | 0.0% | 12.0% | ||
| Q2 25 | 1.4% | 8.4% | ||
| Q1 25 | 1.1% | 8.5% | ||
| Q4 24 | -1.2% | -2.8% | ||
| Q3 24 | 3.4% | 1.5% | ||
| Q2 24 | 3.9% | 15.3% | ||
| Q1 24 | 3.7% | 13.8% |
每股收益（稀释后）ASTHSPNT
| Q4 25 | $0.12 | $1.92 | ||
| Q3 25 | $0.01 | $0.73 | ||
| Q2 25 | $0.19 | $0.50 | ||
| Q1 25 | $0.14 | $0.49 | ||
| Q4 24 | $-0.14 | $-0.05 | ||
| Q3 24 | $0.33 | $0.03 | ||
| Q2 24 | $0.40 | $0.57 | ||
| Q1 24 | $0.31 | $0.49 |
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 | $731.2M |
| 总债务越低越好 | — | $688.6M |
| 股东权益账面价值 | $779.3M | $2.5B |
| 总资产 | $2.2B | $12.6B |
| 负债/权益比越低杠杆越低 | — | 0.28× |
8季度趋势，按日历期对齐
现金及短期投资ASTHSPNT
| Q4 25 | $429.5M | $731.2M | ||
| Q3 25 | $463.4M | $582.4M | ||
| Q2 25 | $342.1M | $732.4M | ||
| Q1 25 | $260.9M | $740.3M | ||
| Q4 24 | $290.8M | $682.0M | ||
| Q3 24 | $350.3M | $640.7M | ||
| Q2 24 | $327.7M | $598.1M | ||
| Q1 24 | $337.3M | $867.5M |
总债务ASTHSPNT
| Q4 25 | — | $688.6M | ||
| Q3 25 | — | $682.5M | ||
| Q2 25 | — | $678.4M | ||
| Q1 25 | — | $663.5M | ||
| Q4 24 | — | $639.1M | ||
| Q3 24 | — | $660.5M | ||
| Q2 24 | — | $648.6M | ||
| Q1 24 | — | $770.6M |
股东权益ASTHSPNT
| Q4 25 | $779.3M | $2.5B | ||
| Q3 25 | $775.5M | $2.2B | ||
| Q2 25 | $765.5M | $2.1B | ||
| Q1 25 | $745.4M | $2.0B | ||
| Q4 24 | $712.7M | $1.9B | ||
| Q3 24 | $704.6M | $2.7B | ||
| Q2 24 | $678.9M | $2.7B | ||
| Q1 24 | $653.5M | $2.6B |
总资产ASTHSPNT
| Q4 25 | $2.2B | $12.6B | ||
| Q3 25 | $2.2B | $12.5B | ||
| Q2 25 | $1.4B | $12.4B | ||
| Q1 25 | $1.3B | $12.3B | ||
| Q4 24 | $1.4B | $12.5B | ||
| Q3 24 | $1.3B | $12.7B | ||
| Q2 24 | $1.3B | $12.8B | ||
| Q1 24 | $1.2B | $13.1B |
负债/权益比ASTHSPNT
| Q4 25 | — | 0.28× | ||
| Q3 25 | — | 0.31× | ||
| Q2 25 | — | 0.32× | ||
| Q1 25 | — | 0.33× | ||
| Q4 24 | — | 0.33× | ||
| Q3 24 | — | 0.25× | ||
| Q2 24 | — | 0.24× | ||
| Q1 24 | — | 0.30× |
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 | $-26.4M |
| 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× | -0.11× |
| 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ASTHSPNT
| Q4 25 | $-2.9M | $-26.4M | ||
| Q3 25 | $10.0M | $155.6M | ||
| Q2 25 | $90.9M | $62.1M | ||
| Q1 25 | $16.6M | $-88.9M | ||
| Q4 24 | $-10.9M | $107.7M | ||
| Q3 24 | $34.0M | $58.1M | ||
| Q2 24 | $23.2M | $-149.9M | ||
| Q1 24 | $6.0M | $58.8M |
自由现金流ASTHSPNT
| 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 | — | ||
| Q1 24 | $5.6M | — |
自由现金流率ASTHSPNT
| 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% | — | ||
| Q1 24 | 1.4% | — |
资本支出强度ASTHSPNT
| 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% | — | ||
| Q1 24 | 0.1% | — |
现金转化率ASTHSPNT
| Q4 25 | -0.44× | -0.11× | ||
| Q3 25 | 26.69× | 1.71× | ||
| Q2 25 | 9.65× | 0.98× | ||
| Q1 25 | 2.48× | -1.44× | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.11× | 6.84× | ||
| Q2 24 | 1.21× | -1.32× | ||
| Q1 24 | 0.40× | 0.62× |
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% |
SPNT
暂无分部数据
