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BridgeBio Pharma, Inc.(BBIO)与LiveRamp Holdings, Inc.(RAMP)财务数据对比。点击上方公司名可切换其他公司
LiveRamp Holdings, Inc.的季度营收约是BridgeBio Pharma, Inc.的1.4倍($212.2M vs $154.2M),LiveRamp Holdings, Inc.净利率更高(18.8% vs -126.2%,领先145.0%),BridgeBio Pharma, Inc.同比增速更快(2521.2% vs 8.6%)
本文提供的介绍实际对应 Brent Saunders 的个人履历,而非BridgeBio Pharma, Inc. 的企业信息。Brent Saunders是美国生物制药行业高管与企业家,目前担任博士伦公司董事长兼首席执行官,曾主导参与多起大型医药并购交易,同时涉足特殊目的收购公司领域,在医疗板块拥有丰富行业经验。
LiveRamp Holdings, Inc.是一家美国SaaS企业,核心业务为提供数据连接平台,服务涵盖数据导入、线下数据线上迁移等能力,助力企业开展营销相关的数据应用,为品牌及营销从业者的数字化运营提供技术支撑。
BBIO vs RAMP — 直观对比
营收规模更大
RAMP
是对方的1.4倍
$154.2M
营收增速更快
BBIO
高出2512.6%
8.6%
净利率更高
RAMP
高出145.0%
-126.2%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $154.2M | $212.2M |
| 净利润 | $-194.6M | $39.9M |
| 毛利率 | 94.7% | 71.9% |
| 营业利润率 | -90.5% | 18.6% |
| 净利率 | -126.2% | 18.8% |
| 营收同比 | 2521.2% | 8.6% |
| 净利润同比 | 27.2% | 255.7% |
| 每股收益(稀释后) | $-1.00 | $0.62 |
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
BBIO
RAMP
| Q4 25 | $154.2M | $212.2M | ||
| Q3 25 | $120.7M | $199.8M | ||
| Q2 25 | $110.6M | $194.8M | ||
| Q1 25 | $116.6M | $188.7M | ||
| Q4 24 | — | $195.4M | ||
| Q3 24 | — | $185.5M | ||
| Q2 24 | — | $176.0M | ||
| Q1 24 | $211.1M | $171.9M |
净利润
BBIO
RAMP
| Q4 25 | $-194.6M | $39.9M | ||
| Q3 25 | $-184.9M | $27.4M | ||
| Q2 25 | $-183.8M | $7.7M | ||
| Q1 25 | $-169.6M | $-6.3M | ||
| Q4 24 | — | $11.2M | ||
| Q3 24 | — | $1.7M | ||
| Q2 24 | — | $-7.5M | ||
| Q1 24 | $-36.2M | $-5.4M |
毛利率
BBIO
RAMP
| Q4 25 | 94.7% | 71.9% | ||
| Q3 25 | 94.6% | 70.2% | ||
| Q2 25 | 96.7% | 70.1% | ||
| Q1 25 | 97.7% | 69.3% | ||
| Q4 24 | — | 71.9% | ||
| Q3 24 | — | 72.4% | ||
| Q2 24 | — | 70.6% | ||
| Q1 24 | 99.7% | 72.2% |
营业利润率
BBIO
RAMP
| Q4 25 | -90.5% | 18.6% | ||
| Q3 25 | -120.3% | 10.7% | ||
| Q2 25 | -121.4% | 3.7% | ||
| Q1 25 | -89.5% | -6.1% | ||
| Q4 24 | — | 7.5% | ||
| Q3 24 | — | 4.0% | ||
| Q2 24 | — | -3.0% | ||
| Q1 24 | 0.2% | -8.3% |
净利率
BBIO
RAMP
| Q4 25 | -126.2% | 18.8% | ||
| Q3 25 | -153.2% | 13.7% | ||
| Q2 25 | -166.2% | 4.0% | ||
| Q1 25 | -145.4% | -3.3% | ||
| Q4 24 | — | 5.7% | ||
| Q3 24 | — | 0.9% | ||
| Q2 24 | — | -4.3% | ||
| Q1 24 | -17.1% | -3.1% |
每股收益(稀释后)
BBIO
RAMP
| Q4 25 | $-1.00 | $0.62 | ||
| Q3 25 | $-0.95 | $0.42 | ||
| Q2 25 | $-0.95 | $0.12 | ||
| Q1 25 | $-0.88 | $-0.10 | ||
| Q4 24 | — | $0.17 | ||
| Q3 24 | — | $0.03 | ||
| Q2 24 | — | $-0.11 | ||
| Q1 24 | $-0.20 | $-0.09 |
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 | $570.1M | $403.4M |
| 总债务越低越好 | $2.0B | — |
| 股东权益账面价值 | $-2.1B | $962.3M |
| 总资产 | $936.0M | $1.3B |
| 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
BBIO
RAMP
| Q4 25 | $570.1M | $403.4M | ||
| Q3 25 | $643.0M | $376.9M | ||
| Q2 25 | $756.9M | $371.1M | ||
| Q1 25 | $540.6M | $420.8M | ||
| Q4 24 | — | $384.3M | ||
| Q3 24 | — | $348.4M | ||
| Q2 24 | — | $342.7M | ||
| Q1 24 | $519.7M | $368.9M |
总债务
BBIO
RAMP
| Q4 25 | $2.0B | — | ||
| Q3 25 | $2.0B | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益
BBIO
RAMP
| Q4 25 | $-2.1B | $962.3M | ||
| Q3 25 | $-1.9B | $943.8M | ||
| Q2 25 | $-1.8B | $947.8M | ||
| Q1 25 | $-1.6B | $948.9M | ||
| Q4 24 | — | $957.7M | ||
| Q3 24 | — | $932.1M | ||
| Q2 24 | — | $951.9M | ||
| Q1 24 | $-1.0B | $949.1M |
总资产
BBIO
RAMP
| Q4 25 | $936.0M | $1.3B | ||
| Q3 25 | $998.3M | $1.2B | ||
| Q2 25 | $1.1B | $1.2B | ||
| Q1 25 | $881.6M | $1.3B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | $1.2B | ||
| Q1 24 | $849.3M | $1.2B |
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 | $-56.4M | — |
| 自由现金流经营现金流 - 资本支出 | $-56.5M | — |
| 自由现金流率自由现金流/营收 | -36.6% | — |
| 资本支出强度资本支出/营收 | 0.0% | 0.1% |
| 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 | — | — |
8季度趋势,按日历期对齐
经营现金流
BBIO
RAMP
| Q4 25 | $-56.4M | — | ||
| Q3 25 | $-109.6M | $57.4M | ||
| Q2 25 | $-80.7M | $-15.8M | ||
| Q1 25 | $-199.2M | — | ||
| Q4 24 | — | $45.1M | ||
| Q3 24 | — | $55.6M | ||
| Q2 24 | — | $-9.3M | ||
| Q1 24 | $-219.5M | — |
自由现金流
BBIO
RAMP
| Q4 25 | $-56.5M | — | ||
| Q3 25 | $-110.0M | $56.8M | ||
| Q2 25 | $-81.3M | $-16.2M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $44.8M | ||
| Q3 24 | — | $55.4M | ||
| Q2 24 | — | $-9.6M | ||
| Q1 24 | $-220.2M | — |
自由现金流率
BBIO
RAMP
| Q4 25 | -36.6% | — | ||
| Q3 25 | -91.2% | 28.4% | ||
| Q2 25 | -73.5% | -8.3% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 22.9% | ||
| Q3 24 | — | 29.8% | ||
| Q2 24 | — | -5.4% | ||
| Q1 24 | -104.3% | — |
资本支出强度
BBIO
RAMP
| Q4 25 | 0.0% | 0.1% | ||
| Q3 25 | 0.4% | 0.3% | ||
| Q2 25 | 0.5% | 0.2% | ||
| Q1 25 | 0.0% | 0.2% | ||
| Q4 24 | — | 0.1% | ||
| Q3 24 | — | 0.1% | ||
| Q2 24 | — | 0.1% | ||
| Q1 24 | 0.3% | 1.0% |
现金转化率
BBIO
RAMP
| Q4 25 | — | — | ||
| Q3 25 | — | 2.09× | ||
| Q2 25 | — | -2.04× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 4.02× | ||
| Q3 24 | — | 32.10× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图