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BridgeBio Pharma, Inc.（BBIO）与Repay Holdings Corp（RPAY）财务数据对比。点击上方公司名可切换其他公司
BridgeBio Pharma, Inc.的季度营收约是Repay Holdings Corp的2.0倍（$154.2M vs $78.6M），BridgeBio Pharma, Inc.净利率更高（-126.2% vs -178.3%，领先52.1%），BridgeBio Pharma, Inc.同比增速更快（2521.2% vs 0.4%），Repay Holdings Corp自由现金流更多（$23.2M vs $-56.5M）
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。
Repay Holdings Corp是一家聚焦北美市场的支付技术服务商，为零售、医疗、汽车服务、电商等领域的企业提供整合支付处理方案，涵盖银行卡收单、ACH转账、POS系统集成等数字化支付工具，助力客户简化交易流程、提升运营效率。
BBIO vs RPAY — 直观对比
营收规模更大
BBIO
是对方的2.0倍
$78.6M
营收增速更快
BBIO
高出2520.8%
0.4%
净利率更高
BBIO
高出52.1%
-178.3%
自由现金流更多
RPAY
多$79.7M
$-56.5M
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $154.2M | $78.6M |
| 净利润 | $-194.6M | $-140.1M |
| 毛利率 | 94.7% | 74.2% |
| 营业利润率 | -90.5% | -182.2% |
| 净利率 | -126.2% | -178.3% |
| 营收同比 | 2521.2% | 0.4% |
| 净利润同比 | 27.2% | -3304.1% |
| 每股收益（稀释后） | $-1.00 | $-1.68 |
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BBIORPAY
| Q4 25 | $154.2M | $78.6M | ||
| Q3 25 | $120.7M | $77.7M | ||
| Q2 25 | $110.6M | $75.6M | ||
| Q1 25 | $116.6M | $77.3M | ||
| Q4 24 | — | $78.3M | ||
| Q3 24 | — | $79.1M | ||
| Q2 24 | — | $74.9M | ||
| Q1 24 | $211.1M | $80.7M |
净利润BBIORPAY
| Q4 25 | $-194.6M | $-140.1M | ||
| Q3 25 | $-184.9M | $-6.4M | ||
| Q2 25 | $-183.8M | $-102.3M | ||
| Q1 25 | $-169.6M | $-7.9M | ||
| Q4 24 | — | $-4.1M | ||
| Q3 24 | — | $3.2M | ||
| Q2 24 | — | $-4.1M | ||
| Q1 24 | $-36.2M | $-5.2M |
毛利率BBIORPAY
| Q4 25 | 94.7% | 74.2% | ||
| Q3 25 | 94.6% | 74.4% | ||
| Q2 25 | 96.7% | 75.7% | ||
| Q1 25 | 97.7% | 75.9% | ||
| Q4 24 | — | 76.3% | ||
| Q3 24 | — | 77.8% | ||
| Q2 24 | — | 78.2% | ||
| Q1 24 | 99.7% | 76.2% |
营业利润率BBIORPAY
| Q4 25 | -90.5% | -182.2% | ||
| Q3 25 | -120.3% | -3.9% | ||
| Q2 25 | -121.4% | -138.7% | ||
| Q1 25 | -89.5% | -4.7% | ||
| Q4 24 | — | -1.5% | ||
| Q3 24 | — | -0.9% | ||
| Q2 24 | — | -4.6% | ||
| Q1 24 | 0.2% | -3.1% |
净利率BBIORPAY
| Q4 25 | -126.2% | -178.3% | ||
| Q3 25 | -153.2% | -8.3% | ||
| Q2 25 | -166.2% | -135.2% | ||
| Q1 25 | -145.4% | -10.3% | ||
| Q4 24 | — | -5.3% | ||
| Q3 24 | — | 4.1% | ||
| Q2 24 | — | -5.4% | ||
| Q1 24 | -17.1% | -6.5% |
每股收益（稀释后）BBIORPAY
| Q4 25 | $-1.00 | $-1.68 | ||
| Q3 25 | $-0.95 | $-0.08 | ||
| Q2 25 | $-0.95 | $-1.15 | ||
| Q1 25 | $-0.88 | $-0.09 | ||
| Q4 24 | — | $-0.04 | ||
| Q3 24 | — | $0.03 | ||
| Q2 24 | — | $-0.04 | ||
| Q1 24 | $-0.20 | $-0.06 |
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 | $115.7M |
| 总债务越低越好 | $2.0B | $280.1M |
| 股东权益账面价值 | $-2.1B | $484.4M |
| 总资产 | $936.0M | $1.2B |
| 负债/权益比越低杠杆越低 | — | 0.58× |
8季度趋势，按日历期对齐
现金及短期投资BBIORPAY
| Q4 25 | $570.1M | $115.7M | ||
| Q3 25 | $643.0M | $95.7M | ||
| Q2 25 | $756.9M | $162.6M | ||
| Q1 25 | $540.6M | $165.5M | ||
| Q4 24 | — | $189.5M | ||
| Q3 24 | — | $168.7M | ||
| Q2 24 | — | $147.1M | ||
| Q1 24 | $519.7M | $128.3M |
总债务BBIORPAY
| Q4 25 | $2.0B | $280.1M | ||
| Q3 25 | $2.0B | $279.5M | ||
| Q2 25 | — | $279.0M | ||
| Q1 25 | — | $497.6M | ||
| Q4 24 | — | $496.8M | ||
| Q3 24 | — | $496.2M | ||
| Q2 24 | — | $435.6M | ||
| Q1 24 | — | $434.9M |
股东权益BBIORPAY
| Q4 25 | $-2.1B | $484.4M | ||
| Q3 25 | $-1.9B | $616.9M | ||
| Q2 25 | $-1.8B | $633.7M | ||
| Q1 25 | $-1.6B | $755.7M | ||
| Q4 24 | — | $761.3M | ||
| Q3 24 | — | $754.7M | ||
| Q2 24 | — | $815.4M | ||
| Q1 24 | $-1.0B | $813.8M |
总资产BBIORPAY
| Q4 25 | $936.0M | $1.2B | ||
| Q3 25 | $998.3M | $1.3B | ||
| Q2 25 | $1.1B | $1.4B | ||
| Q1 25 | $881.6M | $1.5B | ||
| Q4 24 | — | $1.6B | ||
| Q3 24 | — | $1.6B | ||
| Q2 24 | — | $1.5B | ||
| Q1 24 | $849.3M | $1.5B |
负债/权益比BBIORPAY
| Q4 25 | — | 0.58× | ||
| Q3 25 | — | 0.45× | ||
| Q2 25 | — | 0.44× | ||
| Q1 25 | — | 0.66× | ||
| Q4 24 | — | 0.65× | ||
| Q3 24 | — | 0.66× | ||
| Q2 24 | — | 0.53× | ||
| Q1 24 | — | 0.53× |
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 | $23.3M |
| 自由现金流经营现金流 - 资本支出 | $-56.5M | $23.2M |
| 自由现金流率自由现金流/营收 | -36.6% | 29.6% |
| 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 | — | $90.7M |
8季度趋势，按日历期对齐
经营现金流BBIORPAY
| Q4 25 | $-56.4M | $23.3M | ||
| Q3 25 | $-109.6M | $32.2M | ||
| Q2 25 | $-80.7M | $33.1M | ||
| Q1 25 | $-199.2M | $2.5M | ||
| Q4 24 | — | $34.3M | ||
| Q3 24 | — | $60.1M | ||
| Q2 24 | — | $31.0M | ||
| Q1 24 | $-219.5M | $24.8M |
自由现金流BBIORPAY
| Q4 25 | $-56.5M | $23.2M | ||
| Q3 25 | $-110.0M | $32.1M | ||
| Q2 25 | $-81.3M | $33.0M | ||
| Q1 25 | — | $2.4M | ||
| Q4 24 | — | $34.0M | ||
| Q3 24 | — | $59.8M | ||
| Q2 24 | — | $30.5M | ||
| Q1 24 | $-220.2M | $24.7M |
自由现金流率BBIORPAY
| Q4 25 | -36.6% | 29.6% | ||
| Q3 25 | -91.2% | 41.3% | ||
| Q2 25 | -73.5% | 43.6% | ||
| Q1 25 | — | 3.0% | ||
| Q4 24 | — | 43.5% | ||
| Q3 24 | — | 75.6% | ||
| Q2 24 | — | 40.7% | ||
| Q1 24 | -104.3% | 30.6% |
资本支出强度BBIORPAY
| Q4 25 | 0.0% | 0.1% | ||
| Q3 25 | 0.4% | 0.2% | ||
| Q2 25 | 0.5% | 0.1% | ||
| Q1 25 | 0.0% | 0.2% | ||
| Q4 24 | — | 0.3% | ||
| Q3 24 | — | 0.3% | ||
| Q2 24 | — | 0.6% | ||
| Q1 24 | 0.3% | 0.1% |
现金转化率BBIORPAY
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 18.52× | ||
| 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
业务分部营收拆解
BBIO
暂无分部数据
RPAY
| Sales Channel Directly To Consumer | $69.4M | 88% |
| Other | $6.8M | 9% |
| Sales Channel Through Intermediary | $2.3M | 3% |
