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Bank First Corp（BFC）与PUMA BIOTECHNOLOGY, INC.（PBYI）财务数据对比。点击上方公司名可切换其他公司
PUMA BIOTECHNOLOGY, INC.的季度营收约是Bank First Corp的1.7倍（$75.5M vs $44.9M），PUMA BIOTECHNOLOGY, INC.同比增速更快（27.7% vs 12.1%），Bank First Corp自由现金流更多（$51.0M vs $14.4M），过去两年PUMA BIOTECHNOLOGY, INC.的营收复合增速更高（31.3% vs 9.1%）
First Horizon Corporation（前身为田纳西第一银行）是一家成立于1864年、总部位于美国田纳西州孟菲斯的金融服务企业。通过旗下子公司First Horizon银行，其业务覆盖美国东南部12个州，是该区域第四大区域性银行。
彪马生物技术是一家公开上市的生物制药企业，总部位于美国加利福尼亚州洛杉矶，专注于创新药物研发相关业务，在生物制药领域开展研发与商业化运营。
BFC vs PBYI — 直观对比
营收规模更大
PBYI
是对方的1.7倍
$44.9M
营收增速更快
PBYI
高出15.6%
12.1%
自由现金流更多
BFC
多$36.7M
$14.4M
两年增速更快
PBYI
近两年复合增速
9.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $44.9M | $75.5M |
| 净利润 | $18.4M | — |
| 毛利率 | — | 69.3% |
| 营业利润率 | 51.0% | 22.7% |
| 净利率 | 45.8% | — |
| 营收同比 | 12.1% | 27.7% |
| 净利润同比 | 4.8% | — |
| 每股收益（稀释后） | $1.87 | $0.26 |
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BFCPBYI
| Q4 25 | $44.9M | $75.5M | ||
| Q3 25 | $44.2M | $54.5M | ||
| Q2 25 | $41.6M | $52.4M | ||
| Q1 25 | $43.1M | $46.0M | ||
| Q4 24 | $40.1M | $59.1M | ||
| Q3 24 | $40.8M | $80.5M | ||
| Q2 24 | $38.9M | $47.1M | ||
| Q1 24 | $37.7M | $43.8M |
净利润BFCPBYI
| Q4 25 | $18.4M | — | ||
| Q3 25 | $18.0M | $8.8M | ||
| Q2 25 | $16.9M | $5.9M | ||
| Q1 25 | $18.2M | $3.0M | ||
| Q4 24 | $17.5M | — | ||
| Q3 24 | $16.6M | $20.3M | ||
| Q2 24 | $16.1M | $-4.5M | ||
| Q1 24 | $15.4M | $-4.8M |
毛利率BFCPBYI
| Q4 25 | — | 69.3% | ||
| Q3 25 | — | 77.7% | ||
| Q2 25 | — | 76.5% | ||
| Q1 25 | — | 77.1% | ||
| Q4 24 | — | 76.4% | ||
| Q3 24 | — | 63.9% | ||
| Q2 24 | — | 77.4% | ||
| Q1 24 | — | 75.5% |
营业利润率BFCPBYI
| Q4 25 | 51.0% | 22.7% | ||
| Q3 25 | 50.8% | 17.6% | ||
| Q2 25 | 49.7% | 12.7% | ||
| Q1 25 | 51.3% | 8.7% | ||
| Q4 24 | 54.4% | 22.6% | ||
| Q3 24 | 50.7% | 27.4% | ||
| Q2 24 | 51.0% | -4.6% | ||
| Q1 24 | 45.6% | -5.3% |
净利率BFCPBYI
| Q4 25 | 45.8% | — | ||
| Q3 25 | 40.7% | 16.2% | ||
| Q2 25 | 40.5% | 11.2% | ||
| Q1 25 | 42.3% | 6.5% | ||
| Q4 24 | 49.3% | — | ||
| Q3 24 | 40.6% | 25.2% | ||
| Q2 24 | 41.3% | -9.6% | ||
| Q1 24 | 40.8% | -11.0% |
每股收益（稀释后）BFCPBYI
| Q4 25 | $1.87 | $0.26 | ||
| Q3 25 | $1.83 | $0.17 | ||
| Q2 25 | $1.71 | $0.12 | ||
| Q1 25 | $1.82 | $0.06 | ||
| Q4 24 | $1.75 | $0.40 | ||
| Q3 24 | $1.65 | $0.41 | ||
| Q2 24 | $1.59 | $-0.09 | ||
| Q1 24 | $1.51 | $-0.10 |
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 | $243.2M | $97.5M |
| 总债务越低越好 | — | $22.7M |
| 股东权益账面价值 | $643.8M | $130.3M |
| 总资产 | $4.5B | $216.3M |
| 负债/权益比越低杠杆越低 | — | 0.17× |
8季度趋势，按日历期对齐
现金及短期投资BFCPBYI
| Q4 25 | $243.2M | $97.5M | ||
| Q3 25 | $126.2M | $94.4M | ||
| Q2 25 | $120.3M | $96.0M | ||
| Q1 25 | $300.9M | $93.2M | ||
| Q4 24 | $261.3M | $101.0M | ||
| Q3 24 | $204.4M | $96.7M | ||
| Q2 24 | $99.0M | $96.8M | ||
| Q1 24 | $83.4M | $107.2M |
总债务BFCPBYI
| Q4 25 | — | $22.7M | ||
| Q3 25 | — | $34.0M | ||
| Q2 25 | — | $45.3M | ||
| Q1 25 | — | $56.7M | ||
| Q4 24 | — | $68.0M | ||
| Q3 24 | — | $79.3M | ||
| Q2 24 | — | $90.7M | ||
| Q1 24 | — | $102.0M |
股东权益BFCPBYI
| Q4 25 | $643.8M | $130.3M | ||
| Q3 25 | $628.1M | $115.3M | ||
| Q2 25 | $612.3M | $104.7M | ||
| Q1 25 | $648.4M | $97.1M | ||
| Q4 24 | $639.7M | $92.1M | ||
| Q3 24 | $628.9M | $71.1M | ||
| Q2 24 | $614.6M | $48.5M | ||
| Q1 24 | $609.3M | $51.0M |
总资产BFCPBYI
| Q4 25 | $4.5B | $216.3M | ||
| Q3 25 | $4.4B | $202.9M | ||
| Q2 25 | $4.4B | $194.9M | ||
| Q1 25 | $4.5B | $196.2M | ||
| Q4 24 | $4.5B | $213.3M | ||
| Q3 24 | $4.3B | $220.7M | ||
| Q2 24 | $4.1B | $205.0M | ||
| Q1 24 | $4.1B | $214.1M |
负债/权益比BFCPBYI
| Q4 25 | — | 0.17× | ||
| Q3 25 | — | 0.30× | ||
| Q2 25 | — | 0.43× | ||
| Q1 25 | — | 0.58× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 1.12× | ||
| Q2 24 | — | 1.87× | ||
| Q1 24 | — | 2.00× |
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 | $62.5M | $14.4M |
| 自由现金流经营现金流 - 资本支出 | $51.0M | $14.4M |
| 自由现金流率自由现金流/营收 | 113.6% | 19.1% |
| 资本支出强度资本支出/营收 | 25.5% | 0.0% |
| 现金转化率经营现金流/净利润 | 3.40× | — |
| 过去12个月自由现金流最近4个季度 | $75.8M | $41.7M |
8季度趋势，按日历期对齐
经营现金流BFCPBYI
| Q4 25 | $62.5M | $14.4M | ||
| Q3 25 | $15.5M | $9.7M | ||
| Q2 25 | $11.9M | $14.1M | ||
| Q1 25 | $6.2M | $3.6M | ||
| Q4 24 | $65.8M | $15.6M | ||
| Q3 24 | $18.8M | $11.0M | ||
| Q2 24 | $14.9M | $1.0M | ||
| Q1 24 | $1.3M | $11.2M |
自由现金流BFCPBYI
| Q4 25 | $51.0M | $14.4M | ||
| Q3 25 | $12.5M | $9.7M | ||
| Q2 25 | $8.2M | $14.1M | ||
| Q1 25 | $4.0M | $3.6M | ||
| Q4 24 | $58.6M | $15.6M | ||
| Q3 24 | $16.9M | $11.0M | ||
| Q2 24 | $13.7M | $1.0M | ||
| Q1 24 | $551.0K | — |
自由现金流率BFCPBYI
| Q4 25 | 113.6% | 19.1% | ||
| Q3 25 | 28.2% | 17.7% | ||
| Q2 25 | 19.8% | 26.8% | ||
| Q1 25 | 9.3% | 7.7% | ||
| Q4 24 | 146.3% | 26.4% | ||
| Q3 24 | 41.5% | 13.7% | ||
| Q2 24 | 35.3% | 2.1% | ||
| Q1 24 | 1.5% | — |
资本支出强度BFCPBYI
| Q4 25 | 25.5% | 0.0% | ||
| Q3 25 | 6.7% | 0.0% | ||
| Q2 25 | 8.7% | 0.0% | ||
| Q1 25 | 5.0% | 0.1% | ||
| Q4 24 | 18.0% | 0.0% | ||
| Q3 24 | 4.5% | 0.0% | ||
| Q2 24 | 3.1% | 0.0% | ||
| Q1 24 | 2.1% | 0.0% |
现金转化率BFCPBYI
| Q4 25 | 3.40× | — | ||
| Q3 25 | 0.86× | 1.10× | ||
| Q2 25 | 0.70× | 2.41× | ||
| Q1 25 | 0.34× | 1.21× | ||
| Q4 24 | 3.75× | — | ||
| Q3 24 | 1.13× | 0.54× | ||
| Q2 24 | 0.93× | — | ||
| Q1 24 | 0.09× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
