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BIODESIX INC(BDSX)与Natera, Inc.(NTRA)财务数据对比。点击上方公司名可切换其他公司
Natera, Inc.的季度营收约是BIODESIX INC的23.1倍($665.5M vs $28.8M)。Natera, Inc.净利率更高(7.1% vs -13.8%,领先20.9%)。BIODESIX INC同比增速更快(40.8% vs 39.8%)。Natera, Inc.自由现金流更多($37.8M vs $692.0K)。过去两年BIODESIX INC的营收复合增速更高(39.3% vs 34.5%)
BIODESIX INC是一家专注于肿瘤与感染病领域的分子诊断企业,开发并商业化创新血液检测解决方案,主要服务北美地区的医疗机构、生物制药合作伙伴及患者,核心业务包括辅助临床决策的个性化医疗产品。
Natera是总部位于美国得克萨斯州奥斯汀的临床基因检测企业,主打无创游离DNA(cfDNA)检测技术,业务覆盖女性健康、肿瘤及器官健康三大核心赛道。其自研专利技术结合前沿分子生物学手段与生物信息学工具矩阵,可实现单管血液样本中低至单个分子级别的高灵敏度检测。
BDSX vs NTRA — 直观对比
营收规模更大
NTRA
是对方的23.1倍
$28.8M
营收增速更快
BDSX
高出1.0%
39.8%
净利率更高
NTRA
高出20.9%
-13.8%
自由现金流更多
NTRA
多$37.1M
$692.0K
两年增速更快
BDSX
近两年复合增速
34.5%
损益表 — Q4 2025 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $28.8M | $665.5M |
| 净利润 | $-4.0M | $47.3M |
| 毛利率 | — | — |
| 营业利润率 | -6.8% | -3.4% |
| 净利率 | -13.8% | 7.1% |
| 营收同比 | 40.8% | 39.8% |
| 净利润同比 | 51.8% | 187.9% |
| 每股收益(稀释后) | $-3.35 | $0.36 |
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
BDSX
NTRA
| Q4 25 | $28.8M | $665.5M | ||
| Q3 25 | $21.8M | $592.2M | ||
| Q2 25 | $20.0M | $546.6M | ||
| Q1 25 | $18.0M | $501.8M | ||
| Q4 24 | $20.4M | $476.1M | ||
| Q3 24 | $18.2M | $439.8M | ||
| Q2 24 | $17.9M | $413.4M | ||
| Q1 24 | $14.8M | $367.7M |
净利润
BDSX
NTRA
| Q4 25 | $-4.0M | $47.3M | ||
| Q3 25 | $-8.7M | $-87.5M | ||
| Q2 25 | $-11.5M | $-100.9M | ||
| Q1 25 | $-11.1M | $-66.9M | ||
| Q4 24 | $-8.3M | $-53.8M | ||
| Q3 24 | $-10.3M | $-31.6M | ||
| Q2 24 | $-10.8M | $-37.5M | ||
| Q1 24 | $-13.6M | $-67.6M |
营业利润率
BDSX
NTRA
| Q4 25 | -6.8% | -3.4% | ||
| Q3 25 | -32.4% | -16.5% | ||
| Q2 25 | -48.6% | -20.2% | ||
| Q1 25 | -50.9% | -15.8% | ||
| Q4 24 | -32.5% | -13.6% | ||
| Q3 24 | -47.3% | -8.9% | ||
| Q2 24 | -46.0% | -10.6% | ||
| Q1 24 | -74.4% | -20.2% |
净利率
BDSX
NTRA
| Q4 25 | -13.8% | 7.1% | ||
| Q3 25 | -40.0% | -14.8% | ||
| Q2 25 | -57.3% | -18.5% | ||
| Q1 25 | -61.8% | -13.3% | ||
| Q4 24 | -40.4% | -11.3% | ||
| Q3 24 | -56.5% | -7.2% | ||
| Q2 24 | -60.3% | -9.1% | ||
| Q1 24 | -91.9% | -18.4% |
每股收益(稀释后)
BDSX
NTRA
| Q4 25 | $-3.35 | $0.36 | ||
| Q3 25 | $-1.16 | $-0.64 | ||
| Q2 25 | $-0.08 | $-0.74 | ||
| Q1 25 | $-0.08 | $-0.50 | ||
| Q4 24 | $-5.02 | $-0.41 | ||
| Q3 24 | $-1.40 | $-0.26 | ||
| Q2 24 | $-0.08 | $-0.30 | ||
| Q1 24 | $-0.14 | $-0.56 |
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 | $19.0M | — |
| 总债务越低越好 | $50.0M | — |
| 股东权益账面价值 | $-2.5M | $1.7B |
| 总资产 | $87.5M | $2.4B |
| 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
BDSX
NTRA
| Q4 25 | $19.0M | — | ||
| Q3 25 | $16.6M | $1.0M | ||
| Q2 25 | $20.7M | $16.0M | ||
| Q1 25 | $17.6M | $17.8M | ||
| Q4 24 | $26.2M | $22.7M | ||
| Q3 24 | $31.4M | $29.5M | ||
| Q2 24 | $42.2M | $90.3M | ||
| Q1 24 | $11.5M | $69.1M |
总债务
BDSX
NTRA
| Q4 25 | $50.0M | — | ||
| Q3 25 | $50.0M | — | ||
| Q2 25 | $50.0M | — | ||
| Q1 25 | $40.0M | — | ||
| Q4 24 | $40.0M | — | ||
| Q3 24 | $40.0M | — | ||
| Q2 24 | $40.1M | — | ||
| Q1 24 | $40.1M | — |
股东权益
BDSX
NTRA
| Q4 25 | $-2.5M | $1.7B | ||
| Q3 25 | $-1.7M | $1.3B | ||
| Q2 25 | $1.1M | $1.2B | ||
| Q1 25 | $11.1M | $1.2B | ||
| Q4 24 | $20.9M | $1.2B | ||
| Q3 24 | $27.9M | $878.5M | ||
| Q2 24 | $36.3M | $836.5M | ||
| Q1 24 | $-5.5M | $794.1M |
总资产
BDSX
NTRA
| Q4 25 | $87.5M | $2.4B | ||
| Q3 25 | $88.7M | $1.8B | ||
| Q2 25 | $87.7M | $1.8B | ||
| Q1 25 | $86.2M | $1.7B | ||
| Q4 24 | $97.2M | $1.7B | ||
| Q3 24 | $102.7M | $1.6B | ||
| Q2 24 | $115.8M | $1.5B | ||
| Q1 24 | $87.2M | $1.5B |
负债/权益比
BDSX
NTRA
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 43.95× | — | ||
| Q1 25 | 3.62× | — | ||
| Q4 24 | 1.92× | — | ||
| Q3 24 | 1.44× | — | ||
| Q2 24 | 1.10× | — | ||
| Q1 24 | — | — |
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 | $778.0K | $73.9M |
| 自由现金流经营现金流 - 资本支出 | $692.0K | $37.8M |
| 自由现金流率自由现金流/营收 | 2.4% | 5.7% |
| 资本支出强度资本支出/营收 | 0.3% | 5.4% |
| 现金转化率经营现金流/净利润 | — | 1.56× |
| 过去12个月自由现金流最近4个季度 | $-23.5M | $109.1M |
8季度趋势,按日历期对齐
经营现金流
BDSX
NTRA
| Q4 25 | $778.0K | $73.9M | ||
| Q3 25 | $-8.9M | $59.4M | ||
| Q2 25 | $-6.6M | $37.6M | ||
| Q1 25 | $-8.6M | $44.5M | ||
| Q4 24 | $-4.1M | $52.9M | ||
| Q3 24 | $-10.7M | $51.8M | ||
| Q2 24 | $-18.6M | $4.0M | ||
| Q1 24 | $-15.3M | $27.0M |
自由现金流
BDSX
NTRA
| Q4 25 | $692.0K | $37.8M | ||
| Q3 25 | $-8.9M | $37.0M | ||
| Q2 25 | $-6.6M | $11.7M | ||
| Q1 25 | $-8.7M | $22.6M | ||
| Q4 24 | $-4.9M | $34.8M | ||
| Q3 24 | $-10.9M | $35.5M | ||
| Q2 24 | $-20.5M | $-7.7M | ||
| Q1 24 | $-15.5M | $6.7M |
自由现金流率
BDSX
NTRA
| Q4 25 | 2.4% | 5.7% | ||
| Q3 25 | -41.0% | 6.2% | ||
| Q2 25 | -33.1% | 2.1% | ||
| Q1 25 | -48.3% | 4.5% | ||
| Q4 24 | -24.2% | 7.3% | ||
| Q3 24 | -60.1% | 8.1% | ||
| Q2 24 | -114.3% | -1.9% | ||
| Q1 24 | -104.9% | 1.8% |
资本支出强度
BDSX
NTRA
| Q4 25 | 0.3% | 5.4% | ||
| Q3 25 | 0.2% | 3.8% | ||
| Q2 25 | 0.3% | 4.7% | ||
| Q1 25 | 0.4% | 4.3% | ||
| Q4 24 | 4.1% | 3.8% | ||
| Q3 24 | 1.3% | 3.7% | ||
| Q2 24 | 10.7% | 2.8% | ||
| Q1 24 | 1.6% | 5.5% |
现金转化率
BDSX
NTRA
| Q4 25 | — | 1.56× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| 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
BDSX
| Diagnostic Tests | $25.1M | 87% |
| Development Services | $3.6M | 13% |
NTRA
暂无分部数据