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Brookdale Senior Living Inc.（BKD）与VEEVA SYSTEMS INC（VEEV）财务数据对比。点击上方公司名可切换其他公司
VEEVA SYSTEMS INC的季度营收约是Brookdale Senior Living Inc.的1.1倍（$811.2M vs $754.1M），VEEVA SYSTEMS INC净利率更高（29.1% vs -5.3%，领先34.4%），VEEVA SYSTEMS INC同比增速更快（16.0% vs -3.4%），过去两年VEEVA SYSTEMS INC的营收复合增速更高（13.4% vs -1.9%）
布鲁克代尔老年生活公司成立于1978年，总部位于美国田纳西州布伦特伍德，是美国规模最大的老年住宅运营商，业务覆盖全美各地的养老社区，目前服务超过6万名入住老年人。
Veeva Systems Inc总部位于美国加利福尼亚州普莱森顿，是一家公益类上市企业，专注为生命科学行业提供云软件、数据服务及商业咨询，旗下产品可实现数据管理、监管注册跟踪、供应链全流程监督等多项功能。
BKD vs VEEV — 直观对比
营收规模更大
VEEV
是对方的1.1倍
$754.1M
营收增速更快
VEEV
高出19.5%
-3.4%
净利率更高
VEEV
高出34.4%
-5.3%
两年增速更快
VEEV
近两年复合增速
-1.9%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $754.1M | $811.2M |
| 净利润 | $-40.0M | $236.2M |
| 毛利率 | 24.9% | 75.4% |
| 营业利润率 | 3.0% | 29.7% |
| 净利率 | -5.3% | 29.1% |
| 营收同比 | -3.4% | 16.0% |
| 净利润同比 | 52.4% | 27.1% |
| 每股收益（稀释后） | $-0.18 | $1.40 |
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BKDVEEV
| Q4 25 | $754.1M | $811.2M | ||
| Q3 25 | $813.2M | $789.1M | ||
| Q2 25 | $812.9M | $759.0M | ||
| Q1 25 | $813.9M | $720.9M | ||
| Q4 24 | $780.9M | $699.2M | ||
| Q3 24 | $784.2M | $676.2M | ||
| Q2 24 | $777.5M | $650.3M | ||
| Q1 24 | $782.8M | $630.6M |
净利润BKDVEEV
| Q4 25 | $-40.0M | $236.2M | ||
| Q3 25 | $-114.7M | $200.3M | ||
| Q2 25 | $-43.0M | $228.2M | ||
| Q1 25 | $-65.0M | $195.6M | ||
| Q4 24 | $-83.9M | $185.8M | ||
| Q3 24 | $-50.7M | $171.0M | ||
| Q2 24 | $-37.7M | $161.7M | ||
| Q1 24 | $-29.6M | $147.4M |
毛利率BKDVEEV
| Q4 25 | 24.9% | 75.4% | ||
| Q3 25 | 25.9% | 75.3% | ||
| Q2 25 | 26.6% | 77.1% | ||
| Q1 25 | 27.4% | 74.9% | ||
| Q4 24 | 24.6% | 75.1% | ||
| Q3 24 | 25.3% | 74.8% | ||
| Q2 24 | 26.3% | 73.3% | ||
| Q1 24 | 26.1% | 72.4% |
营业利润率BKDVEEV
| Q4 25 | 3.0% | 29.7% | ||
| Q3 25 | -6.6% | 24.8% | ||
| Q2 25 | 1.8% | 30.8% | ||
| Q1 25 | 3.6% | 26.1% | ||
| Q4 24 | -0.3% | 25.9% | ||
| Q3 24 | 1.3% | 24.6% | ||
| Q2 24 | 2.5% | 23.9% | ||
| Q1 24 | 2.5% | 21.4% |
净利率BKDVEEV
| Q4 25 | -5.3% | 29.1% | ||
| Q3 25 | -14.1% | 25.4% | ||
| Q2 25 | -5.3% | 30.1% | ||
| Q1 25 | -8.0% | 27.1% | ||
| Q4 24 | -10.7% | 26.6% | ||
| Q3 24 | -6.5% | 25.3% | ||
| Q2 24 | -4.9% | 24.9% | ||
| Q1 24 | -3.8% | 23.4% |
每股收益（稀释后）BKDVEEV
| Q4 25 | $-0.18 | $1.40 | ||
| Q3 25 | $-0.48 | $1.19 | ||
| Q2 25 | $-0.18 | $1.37 | ||
| Q1 25 | $-0.28 | $1.17 | ||
| Q4 24 | $-0.37 | $1.13 | ||
| Q3 24 | $-0.22 | $1.04 | ||
| Q2 24 | $-0.17 | $0.98 | ||
| Q1 24 | $-0.13 | $0.90 |
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 | $279.1M | $1.7B |
| 总债务越低越好 | $4.3B | — |
| 股东权益账面价值 | $-44.8M | $7.0B |
| 总资产 | $6.0B | $8.1B |
| 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BKDVEEV
| Q4 25 | $279.1M | $1.7B | ||
| Q3 25 | $253.4M | $1.9B | ||
| Q2 25 | $251.9M | $2.0B | ||
| Q1 25 | $239.7M | $1.1B | ||
| Q4 24 | $328.8M | $1.0B | ||
| Q3 24 | $284.4M | $1.2B | ||
| Q2 24 | $309.7M | $1.2B | ||
| Q1 24 | $318.5M | $703.5M |
总债务BKDVEEV
| Q4 25 | $4.3B | — | ||
| Q3 25 | $4.3B | — | ||
| Q2 25 | $4.3B | — | ||
| Q1 25 | $4.3B | — | ||
| Q4 24 | $4.1B | — | ||
| Q3 24 | $3.7B | — | ||
| Q2 24 | $3.7B | — | ||
| Q1 24 | $3.8B | — |
股东权益BKDVEEV
| Q4 25 | $-44.8M | $7.0B | ||
| Q3 25 | $-6.7M | $6.6B | ||
| Q2 25 | $105.4M | $6.2B | ||
| Q1 25 | $146.7M | $5.8B | ||
| Q4 24 | $212.5M | $5.5B | ||
| Q3 24 | $292.9M | $5.2B | ||
| Q2 24 | $340.2M | $4.9B | ||
| Q1 24 | $374.0M | $4.6B |
总资产BKDVEEV
| Q4 25 | $6.0B | $8.1B | ||
| Q3 25 | $6.0B | $8.0B | ||
| Q2 25 | $6.1B | $7.8B | ||
| Q1 25 | $6.2B | $7.3B | ||
| Q4 24 | $6.3B | $6.5B | ||
| Q3 24 | $5.9B | $6.3B | ||
| Q2 24 | $5.5B | $6.2B | ||
| Q1 24 | $5.5B | $5.9B |
负债/权益比BKDVEEV
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 40.72× | — | ||
| Q1 25 | 29.39× | — | ||
| Q4 24 | 19.12× | — | ||
| Q3 24 | 12.65× | — | ||
| Q2 24 | 10.99× | — | ||
| Q1 24 | 10.05× | — |
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 | $34.5M | $192.8M |
| 自由现金流经营现金流 - 资本支出 | $-29.1M | — |
| 自由现金流率自由现金流/营收 | -3.9% | — |
| 资本支出强度资本支出/营收 | 8.4% | — |
| 现金转化率经营现金流/净利润 | — | 0.82× |
| 过去12个月自由现金流最近4个季度 | $16.5M | — |
8季度趋势，按日历期对齐
经营现金流BKDVEEV
| Q4 25 | $34.5M | $192.8M | ||
| Q3 25 | $76.5M | $238.4M | ||
| Q2 25 | $83.6M | $877.2M | ||
| Q1 25 | $23.4M | $69.5M | ||
| Q4 24 | $45.2M | $164.1M | ||
| Q3 24 | $66.5M | $92.9M | ||
| Q2 24 | $55.7M | $763.5M | ||
| Q1 24 | $-1.1M | $57.8M |
自由现金流BKDVEEV
| Q4 25 | $-29.1M | — | ||
| Q3 25 | $34.9M | — | ||
| Q2 25 | $29.1M | — | ||
| Q1 25 | $-18.4M | — | ||
| Q4 24 | $-5.1M | — | ||
| Q3 24 | $11.5M | — | ||
| Q2 24 | $4.1M | — | ||
| Q1 24 | $-45.5M | — |
自由现金流率BKDVEEV
| Q4 25 | -3.9% | — | ||
| Q3 25 | 4.3% | — | ||
| Q2 25 | 3.6% | — | ||
| Q1 25 | -2.3% | — | ||
| Q4 24 | -0.7% | — | ||
| Q3 24 | 1.5% | — | ||
| Q2 24 | 0.5% | — | ||
| Q1 24 | -5.8% | — |
资本支出强度BKDVEEV
| Q4 25 | 8.4% | — | ||
| Q3 25 | 5.1% | — | ||
| Q2 25 | 6.7% | — | ||
| Q1 25 | 5.1% | — | ||
| Q4 24 | 6.4% | — | ||
| Q3 24 | 7.0% | — | ||
| Q2 24 | 6.6% | — | ||
| Q1 24 | 5.7% | — |
现金转化率BKDVEEV
| Q4 25 | — | 0.82× | ||
| Q3 25 | — | 1.19× | ||
| Q2 25 | — | 3.84× | ||
| Q1 25 | — | 0.36× | ||
| Q4 24 | — | 0.88× | ||
| Q3 24 | — | 0.54× | ||
| Q2 24 | — | 4.72× | ||
| Q1 24 | — | 0.39× |
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
BKD
| Assisted Living And Memory Care | $506.7M | 67% |
| Independent Living | $121.6M | 16% |
| Ccrcs Rental | $86.3M | 11% |
| Reimbursement Costs Managed Communities | $36.7M | 5% |
| Management Service | $2.9M | 0% |
VEEV
| Subscription Services Veeva Research And Development | $364.8M | 45% |
| Subscription Services Veeva Commercial Cloud | $317.6M | 39% |
| Professional Services Veeva Research And Development | $81.3M | 10% |
| Professional Services Veeva Commercial Cloud | $47.5M | 6% |
