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Axsome Therapeutics, Inc.（AXSM）与Ultragenyx Pharmaceutical Inc.（RARE）财务数据对比。点击上方公司名可切换其他公司
Ultragenyx Pharmaceutical Inc.的季度营收约是Axsome Therapeutics, Inc.的1.1倍（$207.3M vs $196.0M），Axsome Therapeutics, Inc.净利率更高（-14.6% vs -62.0%，领先47.4%），Axsome Therapeutics, Inc.同比增速更快（65.0% vs 25.9%），Axsome Therapeutics, Inc.自由现金流更多（$-18.7M vs $-100.8M），过去两年Axsome Therapeutics, Inc.的营收复合增速更高（61.7% vs 38.0%）
Jazz Pharmaceuticals是一家全球生物制药企业，专注于肿瘤学与神经科学领域的药物研发及商业化。公司2003年在美国加利福尼亚州成立，目前总部位于爱尔兰都柏林，业务覆盖全球多个核心市场。
Ultragenyx Pharmaceutical Inc.是一家总部位于美国的生物制药企业，专注于研发罕见病和超罕见遗传病的创新治疗方案，这类疾病目前大多无获批疗法，存在大量未被满足的临床需求。公司覆盖生物制剂、小分子药物、基因疗法、反义寡核苷酸及mRNA等多种药物技术平台，研发管线涵盖骨骼、内分泌、代谢、肌肉及中枢神经系统疾病领域。
AXSM vs RARE — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $196.0M | $207.3M |
| 净利润 | $-28.6M | $-128.6M |
| 毛利率 | — | — |
| 营业利润率 | -13.8% | -54.7% |
| 净利率 | -14.6% | -62.0% |
| 营收同比 | 65.0% | 25.9% |
| 净利润同比 | 61.9% | 3.5% |
| 每股收益（稀释后） | $-0.55 | $-1.28 |
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
| Q4 25 | $196.0M | $207.3M | ||
| Q3 25 | $171.0M | $159.9M | ||
| Q2 25 | $150.0M | $166.5M | ||
| Q1 25 | $121.5M | $139.3M | ||
| Q4 24 | $118.8M | $164.6M | ||
| Q3 24 | $104.8M | $139.5M | ||
| Q2 24 | $87.2M | $147.0M | ||
| Q1 24 | $75.0M | $108.8M |
| Q4 25 | $-28.6M | $-128.6M | ||
| Q3 25 | $-47.2M | $-180.4M | ||
| Q2 25 | $-48.0M | $-115.0M | ||
| Q1 25 | $-59.4M | $-151.1M | ||
| Q4 24 | $-74.9M | $-133.2M | ||
| Q3 24 | $-64.6M | $-133.5M | ||
| Q2 24 | $-79.3M | $-131.6M | ||
| Q1 24 | $-68.4M | $-170.7M |
| Q4 25 | -13.8% | -54.7% | ||
| Q3 25 | -27.0% | -106.9% | ||
| Q2 25 | -24.5% | -64.8% | ||
| Q1 25 | -46.9% | -102.6% | ||
| Q4 24 | -61.1% | -74.3% | ||
| Q3 24 | -59.8% | -94.6% | ||
| Q2 24 | -89.5% | -79.1% | ||
| Q1 24 | -89.7% | -151.9% |
| Q4 25 | -14.6% | -62.0% | ||
| Q3 25 | -27.6% | -112.8% | ||
| Q2 25 | -32.0% | -69.0% | ||
| Q1 25 | -48.9% | -108.5% | ||
| Q4 24 | -63.1% | -80.9% | ||
| Q3 24 | -61.7% | -95.7% | ||
| Q2 24 | -91.0% | -89.5% | ||
| Q1 24 | -91.1% | -156.8% |
| Q4 25 | $-0.55 | $-1.28 | ||
| Q3 25 | $-0.94 | $-1.81 | ||
| Q2 25 | $-0.97 | $-1.17 | ||
| Q1 25 | $-1.22 | $-1.57 | ||
| Q4 24 | $-1.54 | $-1.34 | ||
| Q3 24 | $-1.34 | $-1.40 | ||
| Q2 24 | $-1.67 | $-1.52 | ||
| Q1 24 | $-1.44 | $-2.03 |
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 | $322.9M | $421.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $88.3M | $-80.0M |
| 总资产 | $689.8M | $1.5B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q4 25 | $322.9M | $421.0M | ||
| Q3 25 | $325.3M | $202.5M | ||
| Q2 25 | $303.0M | $176.3M | ||
| Q1 25 | $300.9M | $127.1M | ||
| Q4 24 | $315.4M | $174.0M | ||
| Q3 24 | $327.3M | $150.6M | ||
| Q2 24 | $315.7M | $480.7M | ||
| Q1 24 | $331.4M | $112.3M |
| Q4 25 | $88.3M | $-80.0M | ||
| Q3 25 | $73.7M | $9.2M | ||
| Q2 25 | $73.1M | $151.3M | ||
| Q1 25 | $53.2M | $144.2M | ||
| Q4 24 | $57.0M | $255.0M | ||
| Q3 24 | $92.9M | $346.8M | ||
| Q2 24 | $102.9M | $432.4M | ||
| Q1 24 | $144.0M | $140.3M |
| Q4 25 | $689.8M | $1.5B | ||
| Q3 25 | $669.3M | $1.2B | ||
| Q2 25 | $639.8M | $1.3B | ||
| Q1 25 | $596.7M | $1.3B | ||
| Q4 24 | $568.5M | $1.5B | ||
| Q3 24 | $561.5M | $1.5B | ||
| Q2 24 | $548.2M | $1.6B | ||
| Q1 24 | $545.7M | $1.3B |
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 | $-18.7M | $-99.8M |
| 自由现金流经营现金流 - 资本支出 | $-18.7M | $-100.8M |
| 自由现金流率自由现金流/营收 | -9.6% | -48.6% |
| 资本支出强度资本支出/营收 | 0.0% | 0.5% |
| 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 | $-93.9M | $-472.0M |
8季度趋势，按日历期对齐
| Q4 25 | $-18.7M | $-99.8M | ||
| Q3 25 | $1.0M | $-91.4M | ||
| Q2 25 | $-32.4M | $-108.3M | ||
| Q1 25 | $-43.4M | $-166.5M | ||
| Q4 24 | $-26.2M | $-79.3M | ||
| Q3 24 | $-18.6M | $-67.0M | ||
| Q2 24 | $-30.1M | $-77.0M | ||
| Q1 24 | $-53.5M | $-190.7M |
| Q4 25 | $-18.7M | $-100.8M | ||
| Q3 25 | $988.0K | $-92.7M | ||
| Q2 25 | $-32.4M | $-110.7M | ||
| Q1 25 | $-43.7M | $-167.8M | ||
| Q4 24 | $-26.2M | $-79.5M | ||
| Q3 24 | $-18.7M | $-68.6M | ||
| Q2 24 | $-30.2M | $-79.0M | ||
| Q1 24 | $-53.6M | $-193.9M |
| Q4 25 | -9.6% | -48.6% | ||
| Q3 25 | 0.6% | -58.0% | ||
| Q2 25 | -21.6% | -66.5% | ||
| Q1 25 | -36.0% | -120.5% | ||
| Q4 24 | -22.1% | -48.3% | ||
| Q3 24 | -17.9% | -49.2% | ||
| Q2 24 | -34.6% | -53.7% | ||
| Q1 24 | -71.4% | -178.2% |
| Q4 25 | 0.0% | 0.5% | ||
| Q3 25 | 0.0% | 0.8% | ||
| Q2 25 | 0.0% | 1.5% | ||
| Q1 25 | 0.3% | 1.0% | ||
| Q4 24 | 0.0% | 0.1% | ||
| Q3 24 | 0.1% | 1.2% | ||
| Q2 24 | 0.1% | 1.4% | ||
| Q1 24 | 0.1% | 3.0% |
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
AXSM
暂无分部数据
RARE
| Royalty | $105.6M | 51% |
| Products | $101.7M | 49% |
