vs
Brookfield Renewable Corp(BEPC)与拜玛林制药(BMRN)财务数据对比。点击上方公司名可切换其他公司
Brookfield Renewable Corp的季度营收约是拜玛林制药的1.1倍($952.0M vs $874.6M),拜玛林制药净利率更高(-5.3% vs -152.0%,领先146.7%),拜玛林制药同比增速更快(17.0% vs -3.7%)
布鲁克菲尔德可再生能源是一家公开上市的能源企业,核心业务为持有及运营可再生能源资产,总部位于加拿大安大略省多伦多市,60%股权由布鲁克菲尔德资产管理公司持有,在全球清洁能源领域拥有丰富的运营经验与广泛的业务布局。
拜玛林制药是总部位于美国加利福尼亚州圣拉斐尔的生物技术企业,在美洲、亚洲、欧洲多地设有办事机构及生产设施,核心业务聚焦酶替代疗法研发,是全球首个推出Ⅰ型粘多糖贮积症治疗药物拉罗尼酶及苯丙酮尿症治疗药物的企业。
BEPC vs BMRN — 直观对比
营收规模更大
BEPC
是对方的1.1倍
$874.6M
营收增速更快
BMRN
高出20.8%
-3.7%
净利率更高
BMRN
高出146.7%
-152.0%
损益表 — Q2 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $952.0M | $874.6M |
| 净利润 | $-1.4B | $-46.6M |
| 毛利率 | — | 68.5% |
| 营业利润率 | — | -5.1% |
| 净利率 | -152.0% | -5.3% |
| 营收同比 | -3.7% | 17.0% |
| 净利润同比 | -326.8% | -137.3% |
| 每股收益(稀释后) | — | $-0.22 |
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
BEPC
BMRN
| Q4 25 | — | $874.6M | ||
| Q3 25 | — | $776.1M | ||
| Q2 25 | $952.0M | $825.4M | ||
| Q1 25 | — | $745.1M | ||
| Q4 24 | — | $747.3M | ||
| Q3 24 | — | $745.7M | ||
| Q2 24 | $989.0M | $712.0M | ||
| Q1 24 | — | $648.8M |
净利润
BEPC
BMRN
| Q4 25 | — | $-46.6M | ||
| Q3 25 | — | $-30.7M | ||
| Q2 25 | $-1.4B | $240.5M | ||
| Q1 25 | — | $185.7M | ||
| Q4 24 | — | $124.9M | ||
| Q3 24 | — | $106.1M | ||
| Q2 24 | $-339.0M | $107.2M | ||
| Q1 24 | — | $88.7M |
毛利率
BEPC
BMRN
| Q4 25 | — | 68.5% | ||
| Q3 25 | — | 82.0% | ||
| Q2 25 | — | 81.8% | ||
| Q1 25 | — | 79.7% | ||
| Q4 24 | — | 81.8% | ||
| Q3 24 | — | 74.7% | ||
| Q2 24 | — | 81.7% | ||
| Q1 24 | — | 80.7% |
营业利润率
BEPC
BMRN
| Q4 25 | — | -5.1% | ||
| Q3 25 | — | -6.0% | ||
| Q2 25 | — | 33.5% | ||
| Q1 25 | — | 30.0% | ||
| Q4 24 | — | 21.6% | ||
| Q3 24 | — | 15.3% | ||
| Q2 24 | — | 16.9% | ||
| Q1 24 | — | 13.6% |
净利率
BEPC
BMRN
| Q4 25 | — | -5.3% | ||
| Q3 25 | — | -4.0% | ||
| Q2 25 | -152.0% | 29.1% | ||
| Q1 25 | — | 24.9% | ||
| Q4 24 | — | 16.7% | ||
| Q3 24 | — | 14.2% | ||
| Q2 24 | -34.3% | 15.1% | ||
| Q1 24 | — | 13.7% |
每股收益(稀释后)
BEPC
BMRN
| Q4 25 | — | $-0.22 | ||
| Q3 25 | — | $-0.16 | ||
| Q2 25 | — | $1.23 | ||
| Q1 25 | — | $0.95 | ||
| Q4 24 | — | $0.65 | ||
| Q3 24 | — | $0.55 | ||
| Q2 24 | — | $0.55 | ||
| Q1 24 | — | $0.46 |
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 | $556.0M | $1.3B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $10.8B | $6.1B |
| 总资产 | $46.0B | $7.6B |
| 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
BEPC
BMRN
| Q4 25 | — | $1.3B | ||
| Q3 25 | — | $1.3B | ||
| Q2 25 | $556.0M | $1.2B | ||
| Q1 25 | — | $1.0B | ||
| Q4 24 | — | $942.8M | ||
| Q3 24 | — | $675.4M | ||
| Q2 24 | $614.0M | $972.1M | ||
| Q1 24 | — | $747.0M |
股东权益
BEPC
BMRN
| Q4 25 | — | $6.1B | ||
| Q3 25 | — | $6.1B | ||
| Q2 25 | $10.8B | $6.0B | ||
| Q1 25 | — | $5.8B | ||
| Q4 24 | — | $5.7B | ||
| Q3 24 | — | $5.4B | ||
| Q2 24 | $14.8B | $5.3B | ||
| Q1 24 | — | $5.1B |
总资产
BEPC
BMRN
| Q4 25 | — | $7.6B | ||
| Q3 25 | — | $7.6B | ||
| Q2 25 | $46.0B | $7.5B | ||
| Q1 25 | — | $7.1B | ||
| Q4 24 | — | $7.0B | ||
| Q3 24 | — | $6.9B | ||
| Q2 24 | $42.6B | $7.1B | ||
| Q1 24 | — | $6.9B |
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 | $139.0M | $99.6M |
| 自由现金流经营现金流 - 资本支出 | — | $58.9M |
| 自由现金流率自由现金流/营收 | — | 6.7% |
| 资本支出强度资本支出/营收 | — | 4.7% |
| 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 | — | $725.0M |
8季度趋势,按日历期对齐
经营现金流
BEPC
BMRN
| Q4 25 | — | $99.6M | ||
| Q3 25 | — | $368.7M | ||
| Q2 25 | $139.0M | $185.3M | ||
| Q1 25 | — | $174.4M | ||
| Q4 24 | — | $185.6M | ||
| Q3 24 | — | $221.5M | ||
| Q2 24 | $140.0M | $118.8M | ||
| Q1 24 | — | $47.0M |
自由现金流
BEPC
BMRN
| Q4 25 | — | $58.9M | ||
| Q3 25 | — | $340.2M | ||
| Q2 25 | — | $168.2M | ||
| Q1 25 | — | $157.6M | ||
| Q4 24 | — | $166.1M | ||
| Q3 24 | — | $203.0M | ||
| Q2 24 | — | $97.4M | ||
| Q1 24 | — | $20.9M |
自由现金流率
BEPC
BMRN
| Q4 25 | — | 6.7% | ||
| Q3 25 | — | 43.8% | ||
| Q2 25 | — | 20.4% | ||
| Q1 25 | — | 21.2% | ||
| Q4 24 | — | 22.2% | ||
| Q3 24 | — | 27.2% | ||
| Q2 24 | — | 13.7% | ||
| Q1 24 | — | 3.2% |
资本支出强度
BEPC
BMRN
| Q4 25 | — | 4.7% | ||
| Q3 25 | — | 3.7% | ||
| Q2 25 | — | 2.1% | ||
| Q1 25 | — | 2.3% | ||
| Q4 24 | — | 2.6% | ||
| Q3 24 | — | 2.5% | ||
| Q2 24 | — | 3.0% | ||
| Q1 24 | — | 4.0% |
现金转化率
BEPC
BMRN
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 0.77× | ||
| Q1 25 | — | 0.94× | ||
| Q4 24 | — | 1.49× | ||
| Q3 24 | — | 2.09× | ||
| Q2 24 | — | 1.11× | ||
| Q1 24 | — | 0.53× |
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
BEPC
暂无分部数据
BMRN
| VOXZOGO | $273.4M | 31% |
| VIMIZIM | $205.5M | 24% |
| PALYNZIQ | $125.3M | 14% |
| NAGLAZYME | $120.2M | 14% |
| Other | $49.4M | 6% |
| ALDURAZYME | $49.4M | 6% |
| KUVAN | $23.3M | 3% |
| Royalty And Other | $15.2M | 2% |
| ROCTAVIAN | $12.8M | 1% |