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渤健（BIIB）与Oscar Health, Inc.（OSCR）财务数据对比。点击上方公司名可切换其他公司
Oscar Health, Inc.的季度营收约是渤健的1.2倍（$2.8B vs $2.3B），渤健净利率更高（-2.1% vs -3933.2%，领先3931.1%），Oscar Health, Inc.同比增速更快（17.3% vs -7.1%），Oscar Health, Inc.自由现金流更多（$1.1B vs $468.0M），过去两年Oscar Health, Inc.的营收复合增速更高（14.4% vs -0.2%）
渤健是总部位于美国马萨诸塞州剑桥市的跨国生物技术企业，专注于神经系统疾病治疗领域。公司核心产品包括用于多发性硬化症的特菲达、万立能等多款药物，以及治疗脊髓性肌萎缩症的诺西那生钠、治疗弗里德赖希共济失调的Skyclarys，致力于为神经疾病和罕见病患者提供创新疗法。
奥斯卡健康（Oscar Health, Inc.）是美国营利性健康保险公司，2012年由约书亚·库什纳、凯文·纳泽米与马里奥·施洛瑟联合创立，总部设于纽约市。公司深耕健康保险领域，依托远程医疗、医疗专属技术界面及透明的理赔定价体系，帮助患者更便捷地享受医疗相关服务。
BIIB vs OSCR — 直观对比
营收规模更大
OSCR
是对方的1.2倍
$2.3B
营收增速更快
OSCR
高出24.4%
-7.1%
净利率更高
BIIB
高出3931.1%
-3933.2%
自由现金流更多
OSCR
多$590.5M
$468.0M
两年增速更快
OSCR
近两年复合增速
-0.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.3B | $2.8B |
| 净利润 | $-48.9M | $-352.6M |
| 毛利率 | 78.3% | — |
| 营业利润率 | -2.5% | -3722.8% |
| 净利率 | -2.1% | -3933.2% |
| 营收同比 | -7.1% | 17.3% |
| 净利润同比 | -118.3% | -129.6% |
| 每股收益（稀释后） | $-0.35 | $-1.19 |
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BIIBOSCR
| Q4 25 | $2.3B | $2.8B | ||
| Q3 25 | $2.5B | $3.0B | ||
| Q2 25 | $2.6B | $2.9B | ||
| Q1 25 | $2.4B | $3.0B | ||
| Q4 24 | $2.5B | $2.4B | ||
| Q3 24 | $2.5B | $2.4B | ||
| Q2 24 | $2.5B | $2.2B | ||
| Q1 24 | $2.3B | $2.1B |
净利润BIIBOSCR
| Q4 25 | $-48.9M | $-352.6M | ||
| Q3 25 | $466.5M | $-137.4M | ||
| Q2 25 | $634.8M | $-228.4M | ||
| Q1 25 | $240.5M | $275.3M | ||
| Q4 24 | $266.7M | $-153.5M | ||
| Q3 24 | $388.5M | $-54.6M | ||
| Q2 24 | $583.6M | $56.2M | ||
| Q1 24 | $393.4M | $177.4M |
毛利率BIIBOSCR
| Q4 25 | 78.3% | — | ||
| Q3 25 | 73.4% | — | ||
| Q2 25 | 77.1% | — | ||
| Q1 25 | 74.1% | — | ||
| Q4 24 | 76.2% | — | ||
| Q3 24 | 74.1% | — | ||
| Q2 24 | 77.8% | — | ||
| Q1 24 | 76.3% | — |
营业利润率BIIBOSCR
| Q4 25 | -2.5% | -3722.8% | ||
| Q3 25 | 22.0% | -4.3% | ||
| Q2 25 | 28.1% | -8.0% | ||
| Q1 25 | 12.8% | 9.8% | ||
| Q4 24 | 11.9% | -3070.1% | ||
| Q3 24 | 18.3% | -2.0% | ||
| Q2 24 | 28.3% | 3.1% | ||
| Q1 24 | 20.3% | 8.7% |
净利率BIIBOSCR
| Q4 25 | -2.1% | -3933.2% | ||
| Q3 25 | 18.4% | -4.6% | ||
| Q2 25 | 24.0% | -8.0% | ||
| Q1 25 | 9.9% | 9.0% | ||
| Q4 24 | 10.9% | -3190.9% | ||
| Q3 24 | 15.8% | -2.3% | ||
| Q2 24 | 23.7% | 2.5% | ||
| Q1 24 | 17.2% | 8.3% |
每股收益（稀释后）BIIBOSCR
| Q4 25 | $-0.35 | $-1.19 | ||
| Q3 25 | $3.17 | $-0.53 | ||
| Q2 25 | $4.33 | $-0.89 | ||
| Q1 25 | $1.64 | $0.92 | ||
| Q4 24 | $1.82 | $-0.50 | ||
| Q3 24 | $2.66 | $-0.22 | ||
| Q2 24 | $4.00 | $0.20 | ||
| Q1 24 | $2.70 | $0.62 |
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 | — | $2.8B |
| 总债务越低越好 | $6.3B | $430.1M |
| 股东权益账面价值 | $18.3B | $977.6M |
| 总资产 | $29.4B | $6.3B |
| 负债/权益比越低杠杆越低 | 0.34× | 0.44× |
8季度趋势，按日历期对齐
现金及短期投资BIIBOSCR
| Q4 25 | — | $2.8B | ||
| Q3 25 | — | $2.1B | ||
| Q2 25 | — | $2.6B | ||
| Q1 25 | — | $2.2B | ||
| Q4 24 | — | $2.2B | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | $2.3B | ||
| Q1 24 | — | $2.2B |
总债务BIIBOSCR
| Q4 25 | $6.3B | $430.1M | ||
| Q3 25 | $6.3B | $686.3M | ||
| Q2 25 | $6.3B | $299.9M | ||
| Q1 25 | $4.5B | $299.7M | ||
| Q4 24 | $6.3B | $299.6M | ||
| Q3 24 | $4.5B | $299.4M | ||
| Q2 24 | $6.3B | $299.2M | ||
| Q1 24 | $6.3B | $299.0M |
股东权益BIIBOSCR
| Q4 25 | $18.3B | $977.6M | ||
| Q3 25 | $18.2B | $1.0B | ||
| Q2 25 | $17.6B | $1.2B | ||
| Q1 25 | $17.0B | $1.3B | ||
| Q4 24 | $16.7B | $1.0B | ||
| Q3 24 | $16.4B | $1.2B | ||
| Q2 24 | $15.9B | $1.1B | ||
| Q1 24 | $15.2B | $1.0B |
总资产BIIBOSCR
| Q4 25 | $29.4B | $6.3B | ||
| Q3 25 | $29.2B | $5.7B | ||
| Q2 25 | $28.3B | $6.4B | ||
| Q1 25 | $28.0B | $5.8B | ||
| Q4 24 | $28.0B | $4.8B | ||
| Q3 24 | $28.3B | $4.5B | ||
| Q2 24 | $26.8B | $5.0B | ||
| Q1 24 | $26.6B | $4.4B |
负债/权益比BIIBOSCR
| Q4 25 | 0.34× | 0.44× | ||
| Q3 25 | 0.35× | 0.67× | ||
| Q2 25 | 0.36× | 0.26× | ||
| Q1 25 | 0.27× | 0.22× | ||
| Q4 24 | 0.38× | 0.30× | ||
| Q3 24 | 0.28× | 0.26× | ||
| Q2 24 | 0.40× | 0.26× | ||
| Q1 24 | 0.41× | 0.29× |
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 | $511.9M | $1.1B |
| 自由现金流经营现金流 - 资本支出 | $468.0M | $1.1B |
| 自由现金流率自由现金流/营收 | 20.5% | 37.7% |
| 资本支出强度资本支出/营收 | 1.9% | 1.3% |
| 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 | $2.1B | $1.5B |
8季度趋势，按日历期对齐
经营现金流BIIBOSCR
| Q4 25 | $511.9M | $1.1B | ||
| Q3 25 | $1.3B | $-964.7M | ||
| Q2 25 | $160.9M | $509.1M | ||
| Q1 25 | $259.3M | $878.5M | ||
| Q4 24 | $760.9M | $978.2M | ||
| Q3 24 | $935.6M | $-500.1M | ||
| Q2 24 | $625.8M | $497.2M | ||
| Q1 24 | $553.2M | $634.4M |
自由现金流BIIBOSCR
| Q4 25 | $468.0M | $1.1B | ||
| Q3 25 | $1.2B | $-973.7M | ||
| Q2 25 | $134.3M | $499.8M | ||
| Q1 25 | $222.2M | $869.5M | ||
| Q4 24 | $721.6M | $950.3M | ||
| Q3 24 | $900.6M | $-507.7M | ||
| Q2 24 | $592.3M | $489.6M | ||
| Q1 24 | $507.3M | $628.4M |
自由现金流率BIIBOSCR
| Q4 25 | 20.5% | 37.7% | ||
| Q3 25 | 48.4% | -32.6% | ||
| Q2 25 | 5.1% | 17.5% | ||
| Q1 25 | 9.1% | 28.5% | ||
| Q4 24 | 29.4% | 39.7% | ||
| Q3 24 | 36.5% | -20.9% | ||
| Q2 24 | 24.0% | 22.1% | ||
| Q1 24 | 22.1% | 29.3% |
资本支出强度BIIBOSCR
| Q4 25 | 1.9% | 1.3% | ||
| Q3 25 | 1.8% | 0.3% | ||
| Q2 25 | 1.0% | 0.3% | ||
| Q1 25 | 1.5% | 0.3% | ||
| Q4 24 | 1.6% | 1.2% | ||
| Q3 24 | 1.4% | 0.3% | ||
| Q2 24 | 1.4% | 0.3% | ||
| Q1 24 | 2.0% | 0.3% |
现金转化率BIIBOSCR
| Q4 25 | — | — | ||
| Q3 25 | 2.73× | — | ||
| Q2 25 | 0.25× | — | ||
| Q1 25 | 1.08× | 3.19× | ||
| Q4 24 | 2.85× | — | ||
| Q3 24 | 2.41× | — | ||
| Q2 24 | 1.07× | 8.85× | ||
| Q1 24 | 1.41× | 3.58× |
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
BIIB
| Products | $1.7B | 73% |
| Tysabri Product | $244.5M | 11% |
| AVONEX | $119.2M | 5% |
| SKYCLARYS | $88.9M | 4% |
| Alzheimers Collaboration | $47.1M | 2% |
| IMRALDI | $43.5M | 2% |
| TECFIDERA | $36.9M | 2% |
| PLEGRIDY | $24.7M | 1% |
| QALSODY | $7.8M | 0% |
| BYOOVIZ | $4.3M | 0% |
OSCR
暂无分部数据
