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BJs RESTAURANTS INC（BJRI）与Ultragenyx Pharmaceutical Inc.（RARE）财务数据对比。点击上方公司名可切换其他公司
BJs RESTAURANTS INC的季度营收约是Ultragenyx Pharmaceutical Inc.的1.7倍（$355.4M vs $207.3M），BJs RESTAURANTS INC净利率更高（3.6% vs -62.0%，领先65.6%），Ultragenyx Pharmaceutical Inc.同比增速更快（25.9% vs 3.2%），过去两年Ultragenyx Pharmaceutical Inc.的营收复合增速更高（38.0% vs 2.6%）
BJ's Restaurants Inc.是美国休闲连锁餐饮企业，旗下门店遍布美国多个地区，主打招牌深盘披萨、精酿啤酒、手工鸡尾酒及各类美式家常餐食，服务家庭聚餐、朋友聚会等多元客群，主打轻松舒适的用餐氛围。
Ultragenyx Pharmaceutical Inc.是一家总部位于美国的生物制药企业，专注于研发罕见病和超罕见遗传病的创新治疗方案，这类疾病目前大多无获批疗法，存在大量未被满足的临床需求。公司覆盖生物制剂、小分子药物、基因疗法、反义寡核苷酸及mRNA等多种药物技术平台，研发管线涵盖骨骼、内分泌、代谢、肌肉及中枢神经系统疾病领域。
BJRI vs RARE — 直观对比
营收规模更大
BJRI
是对方的1.7倍
$207.3M
营收增速更快
RARE
高出22.7%
3.2%
净利率更高
BJRI
高出65.6%
-62.0%
两年增速更快
RARE
近两年复合增速
2.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $355.4M | $207.3M |
| 净利润 | $12.6M | $-128.6M |
| 毛利率 | 74.5% | — |
| 营业利润率 | 3.1% | -54.7% |
| 净利率 | 3.6% | -62.0% |
| 营收同比 | 3.2% | 25.9% |
| 净利润同比 | -24.2% | 3.5% |
| 每股收益（稀释后） | $0.58 | $-1.28 |
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BJRIRARE
| Q4 25 | $355.4M | $207.3M | ||
| Q3 25 | $365.6M | $159.9M | ||
| Q2 25 | $348.0M | $166.5M | ||
| Q1 25 | — | $139.3M | ||
| Q4 24 | $325.7M | $164.6M | ||
| Q3 24 | $349.9M | $139.5M | ||
| Q2 24 | $337.3M | $147.0M | ||
| Q1 24 | — | $108.8M |
净利润BJRIRARE
| Q4 25 | $12.6M | $-128.6M | ||
| Q3 25 | $22.2M | $-180.4M | ||
| Q2 25 | $13.5M | $-115.0M | ||
| Q1 25 | — | $-151.1M | ||
| Q4 24 | $-2.9M | $-133.2M | ||
| Q3 24 | $17.2M | $-133.5M | ||
| Q2 24 | $7.7M | $-131.6M | ||
| Q1 24 | — | $-170.7M |
毛利率BJRIRARE
| Q4 25 | 74.5% | — | ||
| Q3 25 | 75.2% | — | ||
| Q2 25 | 75.0% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 73.4% | — | ||
| Q3 24 | 74.3% | — | ||
| Q2 24 | 74.8% | — | ||
| Q1 24 | — | — |
营业利润率BJRIRARE
| Q4 25 | 3.1% | -54.7% | ||
| Q3 25 | 5.8% | -106.9% | ||
| Q2 25 | 4.3% | -64.8% | ||
| Q1 25 | — | -102.6% | ||
| Q4 24 | -0.8% | -74.3% | ||
| Q3 24 | 3.8% | -94.6% | ||
| Q2 24 | 2.4% | -79.1% | ||
| Q1 24 | — | -151.9% |
净利率BJRIRARE
| Q4 25 | 3.6% | -62.0% | ||
| Q3 25 | 6.1% | -112.8% | ||
| Q2 25 | 3.9% | -69.0% | ||
| Q1 25 | — | -108.5% | ||
| Q4 24 | -0.9% | -80.9% | ||
| Q3 24 | 4.9% | -95.7% | ||
| Q2 24 | 2.3% | -89.5% | ||
| Q1 24 | — | -156.8% |
每股收益（稀释后）BJRIRARE
| Q4 25 | $0.58 | $-1.28 | ||
| Q3 25 | $0.97 | $-1.81 | ||
| Q2 25 | $0.58 | $-1.17 | ||
| Q1 25 | — | $-1.57 | ||
| Q4 24 | $-0.13 | $-1.34 | ||
| Q3 24 | $0.72 | $-1.40 | ||
| Q2 24 | $0.32 | $-1.52 | ||
| Q1 24 | — | $-2.03 |
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 | $23.8M | $421.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $366.2M | $-80.0M |
| 总资产 | $1.0B | $1.5B |
| 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BJRIRARE
| Q4 25 | $23.8M | $421.0M | ||
| Q3 25 | $26.0M | $202.5M | ||
| Q2 25 | $19.0M | $176.3M | ||
| Q1 25 | — | $127.1M | ||
| Q4 24 | $18.4M | $174.0M | ||
| Q3 24 | $16.2M | $150.6M | ||
| Q2 24 | $18.8M | $480.7M | ||
| Q1 24 | — | $112.3M |
总债务BJRIRARE
| Q4 25 | — | — | ||
| Q3 25 | $60.5M | — | ||
| Q2 25 | $85.5M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $66.5M | — | ||
| Q3 24 | $63.5M | — | ||
| Q2 24 | $58.0M | — | ||
| Q1 24 | — | — |
股东权益BJRIRARE
| Q4 25 | $366.2M | $-80.0M | ||
| Q3 25 | $386.6M | $9.2M | ||
| Q2 25 | $371.5M | $151.3M | ||
| Q1 25 | — | $144.2M | ||
| Q4 24 | $376.2M | $255.0M | ||
| Q3 24 | $386.5M | $346.8M | ||
| Q2 24 | $375.4M | $432.4M | ||
| Q1 24 | — | $140.3M |
总资产BJRIRARE
| Q4 25 | $1.0B | $1.5B | ||
| Q3 25 | $1.0B | $1.2B | ||
| Q2 25 | $1.0B | $1.3B | ||
| Q1 25 | — | $1.3B | ||
| Q4 24 | $1.0B | $1.5B | ||
| Q3 24 | $1.0B | $1.5B | ||
| Q2 24 | $1.0B | $1.6B | ||
| Q1 24 | — | $1.3B |
负债/权益比BJRIRARE
| Q4 25 | — | — | ||
| Q3 25 | 0.16× | — | ||
| Q2 25 | 0.23× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.18× | — | ||
| Q3 24 | 0.16× | — | ||
| Q2 24 | 0.15× | — | ||
| 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 | — | $-99.8M |
| 自由现金流经营现金流 - 资本支出 | — | $-100.8M |
| 自由现金流率自由现金流/营收 | — | -48.6% |
| 资本支出强度资本支出/营收 | — | 0.5% |
| 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 | — | $-472.0M |
8季度趋势，按日历期对齐
经营现金流BJRIRARE
| Q4 25 | — | $-99.8M | ||
| Q3 25 | $62.3M | $-91.4M | ||
| Q2 25 | $4.6M | $-108.3M | ||
| Q1 25 | — | $-166.5M | ||
| Q4 24 | $27.3M | $-79.3M | ||
| Q3 24 | $20.2M | $-67.0M | ||
| Q2 24 | $22.3M | $-77.0M | ||
| Q1 24 | — | $-190.7M |
自由现金流BJRIRARE
| Q4 25 | — | $-100.8M | ||
| Q3 25 | $41.9M | $-92.7M | ||
| Q2 25 | $-12.1M | $-110.7M | ||
| Q1 25 | — | $-167.8M | ||
| Q4 24 | $7.6M | $-79.5M | ||
| Q3 24 | $735.0K | $-68.6M | ||
| Q2 24 | $448.0K | $-79.0M | ||
| Q1 24 | — | $-193.9M |
自由现金流率BJRIRARE
| Q4 25 | — | -48.6% | ||
| Q3 25 | 11.5% | -58.0% | ||
| Q2 25 | -3.5% | -66.5% | ||
| Q1 25 | — | -120.5% | ||
| Q4 24 | 2.3% | -48.3% | ||
| Q3 24 | 0.2% | -49.2% | ||
| Q2 24 | 0.1% | -53.7% | ||
| Q1 24 | — | -178.2% |
资本支出强度BJRIRARE
| Q4 25 | — | 0.5% | ||
| Q3 25 | 5.6% | 0.8% | ||
| Q2 25 | 4.8% | 1.5% | ||
| Q1 25 | — | 1.0% | ||
| Q4 24 | 6.0% | 0.1% | ||
| Q3 24 | 5.6% | 1.2% | ||
| Q2 24 | 6.5% | 1.4% | ||
| Q1 24 | — | 3.0% |
现金转化率BJRIRARE
| Q4 25 | — | — | ||
| Q3 25 | 2.80× | — | ||
| Q2 25 | 0.34× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.18× | — | ||
| Q2 24 | 2.89× | — | ||
| 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
BJRI
暂无分部数据
RARE
| Royalty | $105.6M | 51% |
| Products | $101.7M | 49% |
