vs
BillionToOne, Inc.（BLLN）与CareDx, Inc.（CDNA）财务数据对比。点击上方公司名可切换其他公司
CareDx, Inc.的季度营收约是BillionToOne, Inc.的1.3倍（$108.4M vs $83.5M）。BillionToOne, Inc.净利率更高（6.8% vs -3.8%，领先10.6%）。BillionToOne, Inc.同比增速更快（117.4% vs 25.2%）
BillionToOne, Inc.是一家生命科学与分子诊断企业，专注研发高精度基因检测解决方案，核心产品包括无创产前检测、肿瘤诊断试剂及罕见病筛查服务，服务全球多地的医疗机构、患者及科研合作方。
CareDx是一家专注于器官移植领域的精准医疗企业，核心产品包括移植排斥反应监测诊断试剂、数字健康管理工具及配套临床服务，面向北美和欧洲市场的医疗机构及移植患者，助力提升术后患者生存质量。
BLLN vs CDNA — 直观对比
营收规模更大
CDNA
是对方的1.3倍
$83.5M
营收增速更快
BLLN
高出92.2%
25.2%
净利率更高
BLLN
高出10.6%
-3.8%
损益表 — Q3 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $83.5M | $108.4M |
| 净利润 | $5.7M | $-4.1M |
| 毛利率 | 69.9% | — |
| 营业利润率 | 11.5% | -5.6% |
| 净利率 | 6.8% | -3.8% |
| 营收同比 | 117.4% | 25.2% |
| 净利润同比 | 138.3% | -104.7% |
| 每股收益（稀释后） | $0.10 | $-0.08 |
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BLLNCDNA
| Q4 25 | — | $108.4M | ||
| Q3 25 | $83.5M | $100.1M | ||
| Q2 25 | — | $86.7M | ||
| Q1 25 | — | $84.7M | ||
| Q4 24 | — | $86.6M | ||
| Q3 24 | $38.4M | $82.9M | ||
| Q2 24 | — | $92.3M | ||
| Q1 24 | — | $72.0M |
净利润BLLNCDNA
| Q4 25 | — | $-4.1M | ||
| Q3 25 | $5.7M | $1.7M | ||
| Q2 25 | — | $-8.6M | ||
| Q1 25 | — | $-10.4M | ||
| Q4 24 | — | $87.7M | ||
| Q3 24 | $-14.9M | $-10.6M | ||
| Q2 24 | — | $-4.6M | ||
| Q1 24 | — | $-19.9M |
毛利率BLLNCDNA
| Q4 25 | — | — | ||
| Q3 25 | 69.9% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 52.6% | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
营业利润率BLLNCDNA
| Q4 25 | — | -5.6% | ||
| Q3 25 | 11.5% | -0.2% | ||
| Q2 25 | — | -12.8% | ||
| Q1 25 | — | -15.8% | ||
| Q4 24 | — | 97.5% | ||
| Q3 24 | -32.9% | -16.6% | ||
| Q2 24 | — | -7.9% | ||
| Q1 24 | — | -31.3% |
净利率BLLNCDNA
| Q4 25 | — | -3.8% | ||
| Q3 25 | 6.8% | 1.7% | ||
| Q2 25 | — | -9.9% | ||
| Q1 25 | — | -12.2% | ||
| Q4 24 | — | 101.3% | ||
| Q3 24 | -38.8% | -12.8% | ||
| Q2 24 | — | -5.0% | ||
| Q1 24 | — | -27.6% |
每股收益（稀释后）BLLNCDNA
| Q4 25 | — | $-0.08 | ||
| Q3 25 | $0.10 | $0.03 | ||
| Q2 25 | — | $-0.16 | ||
| Q1 25 | — | $-0.19 | ||
| Q4 24 | — | $1.60 | ||
| Q3 24 | $-1.47 | $-0.20 | ||
| Q2 24 | — | $-0.09 | ||
| Q1 24 | — | $-0.38 |
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 | $195.2M | $177.2M |
| 总债务越低越好 | $55.0M | — |
| 股东权益账面价值 | $-239.5M | $303.1M |
| 总资产 | $327.5M | $413.2M |
| 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BLLNCDNA
| Q4 25 | — | $177.2M | ||
| Q3 25 | $195.2M | $194.2M | ||
| Q2 25 | — | $186.3M | ||
| Q1 25 | — | $230.9M | ||
| Q4 24 | — | $260.7M | ||
| Q3 24 | — | $240.9M | ||
| Q2 24 | — | $228.9M | ||
| Q1 24 | — | $215.9M |
总债务BLLNCDNA
| Q4 25 | — | — | ||
| Q3 25 | $55.0M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $0 | ||
| Q1 24 | — | — |
股东权益BLLNCDNA
| Q4 25 | — | $303.1M | ||
| Q3 25 | $-239.5M | $311.1M | ||
| Q2 25 | — | $327.4M | ||
| Q1 25 | — | $379.3M | ||
| Q4 24 | — | $378.4M | ||
| Q3 24 | $-242.9M | $273.2M | ||
| Q2 24 | — | $264.7M | ||
| Q1 24 | — | $256.2M |
总资产BLLNCDNA
| Q4 25 | — | $413.2M | ||
| Q3 25 | $327.5M | $432.3M | ||
| Q2 25 | — | $444.3M | ||
| Q1 25 | — | $489.6M | ||
| Q4 24 | — | $491.1M | ||
| Q3 24 | — | $477.0M | ||
| Q2 24 | — | $466.8M | ||
| Q1 24 | — | $452.4M |
负债/权益比BLLNCDNA
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× | ||
| 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 | $13.8M | $21.4M |
| 自由现金流经营现金流 - 资本支出 | $6.5M | — |
| 自由现金流率自由现金流/营收 | 7.7% | — |
| 资本支出强度资本支出/营收 | 8.8% | — |
| 现金转化率经营现金流/净利润 | 2.42× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流BLLNCDNA
| Q4 25 | — | $21.4M | ||
| Q3 25 | $13.8M | $37.4M | ||
| Q2 25 | — | $9.9M | ||
| Q1 25 | — | $-26.6M | ||
| Q4 24 | — | $21.9M | ||
| Q3 24 | — | $12.5M | ||
| Q2 24 | — | $18.9M | ||
| Q1 24 | — | $-15.3M |
自由现金流BLLNCDNA
| Q4 25 | — | — | ||
| Q3 25 | $6.5M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
自由现金流率BLLNCDNA
| Q4 25 | — | — | ||
| Q3 25 | 7.7% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
资本支出强度BLLNCDNA
| Q4 25 | — | — | ||
| Q3 25 | 8.8% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
现金转化率BLLNCDNA
| Q4 25 | — | — | ||
| Q3 25 | 2.42× | 22.30× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.25× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| 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
BLLN
| Prenatal | $74.1M | 89% |
| Oncology | $8.7M | 10% |
CDNA
| Services | $78.4M | 72% |
| Patient And Digital Solutions | $16.8M | 15% |
| Products | $13.3M | 12% |
