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拜玛林制药(BMRN)与ROYAL GOLD INC(RGLD)财务数据对比。点击上方公司名可切换其他公司
拜玛林制药的季度营收约是ROYAL GOLD INC的1.6倍($766.2M vs $469.1M),ROYAL GOLD INC净利率更高(60.0% vs 13.8%,领先46.2%),ROYAL GOLD INC同比增速更快(142.6% vs 3.0%),过去两年ROYAL GOLD INC的营收复合增速更高(64.2% vs 3.7%)
拜玛林制药是总部位于美国加利福尼亚州圣拉斐尔的生物技术企业,在美洲、亚洲、欧洲多地设有办事机构及生产设施,核心业务聚焦酶替代疗法研发,是全球首个推出Ⅰ型粘多糖贮积症治疗药物拉罗尼酶及苯丙酮尿症治疗药物的企业。
Royal Gold Inc.是全球领先的贵金属流权与特许权经营企业,收购并管理多元化的矿业项目流权、净熔炼收益特许权及相关权益,资产覆盖黄金、白银、铜等品类,业务遍及多地区,无需直接承担采矿运营风险。
BMRN vs RGLD — 直观对比
营收规模更大
BMRN
是对方的1.6倍
$469.1M
营收增速更快
RGLD
高出139.6%
3.0%
净利率更高
RGLD
高出46.2%
13.8%
两年增速更快
RGLD
近两年复合增速
3.7%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $766.2M | $469.1M |
| 净利润 | $106.0M | $281.7M |
| 毛利率 | 74.6% | — |
| 营业利润率 | 16.9% | 63.3% |
| 净利率 | 13.8% | 60.0% |
| 营收同比 | 3.0% | 142.6% |
| 净利润同比 | — | 147.7% |
| 每股收益(稀释后) | $0.54 | $3.30 |
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
BMRN
RGLD
| Q1 26 | $766.2M | $469.1M | ||
| Q4 25 | $874.6M | $375.3M | ||
| Q3 25 | $776.1M | $252.1M | ||
| Q2 25 | $825.4M | $209.6M | ||
| Q1 25 | $745.1M | $193.4M | ||
| Q4 24 | $747.3M | $202.6M | ||
| Q3 24 | $745.7M | $193.8M | ||
| Q2 24 | $712.0M | $174.1M |
净利润
BMRN
RGLD
| Q1 26 | $106.0M | $281.7M | ||
| Q4 25 | $-46.6M | $93.6M | ||
| Q3 25 | $-30.7M | $126.8M | ||
| Q2 25 | $240.5M | $132.3M | ||
| Q1 25 | $185.7M | $113.5M | ||
| Q4 24 | $124.9M | $107.4M | ||
| Q3 24 | $106.1M | $96.2M | ||
| Q2 24 | $107.2M | $81.2M |
毛利率
BMRN
RGLD
| Q1 26 | 74.6% | — | ||
| Q4 25 | 68.5% | 64.6% | ||
| Q3 25 | 82.0% | 73.6% | ||
| Q2 25 | 81.8% | 72.6% | ||
| Q1 25 | 79.7% | 69.4% | ||
| Q4 24 | 81.8% | 70.3% | ||
| Q3 24 | 74.7% | 66.6% | ||
| Q2 24 | 81.7% | 64.7% |
营业利润率
BMRN
RGLD
| Q1 26 | 16.9% | 63.3% | ||
| Q4 25 | -5.1% | 56.2% | ||
| Q3 25 | -6.0% | 64.4% | ||
| Q2 25 | 33.5% | 67.7% | ||
| Q1 25 | 30.0% | 63.6% | ||
| Q4 24 | 21.6% | 65.9% | ||
| Q3 24 | 15.3% | 61.3% | ||
| Q2 24 | 16.9% | 58.6% |
净利率
BMRN
RGLD
| Q1 26 | 13.8% | 60.0% | ||
| Q4 25 | -5.3% | 24.9% | ||
| Q3 25 | -4.0% | 50.3% | ||
| Q2 25 | 29.1% | 63.1% | ||
| Q1 25 | 24.9% | 58.7% | ||
| Q4 24 | 16.7% | 53.0% | ||
| Q3 24 | 14.2% | 49.7% | ||
| Q2 24 | 15.1% | 46.6% |
每股收益(稀释后)
BMRN
RGLD
| Q1 26 | $0.54 | $3.30 | ||
| Q4 25 | $-0.22 | $1.04 | ||
| Q3 25 | $-0.16 | $1.92 | ||
| Q2 25 | $1.23 | $2.01 | ||
| Q1 25 | $0.95 | $1.72 | ||
| Q4 24 | $0.65 | $1.63 | ||
| Q3 24 | $0.55 | $1.46 | ||
| Q2 24 | $0.55 | $1.23 |
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 | $2.2B | $234.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $6.2B | $7.5B |
| 总资产 | $8.6B | $9.5B |
| 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
BMRN
RGLD
| Q1 26 | $2.2B | $234.1M | ||
| Q4 25 | $1.3B | $233.7M | ||
| Q3 25 | $1.3B | $172.8M | ||
| Q2 25 | $1.2B | $248.2M | ||
| Q1 25 | $1.0B | $240.8M | ||
| Q4 24 | $942.8M | $195.5M | ||
| Q3 24 | $675.4M | $127.9M | ||
| Q2 24 | $972.1M | $74.2M |
总债务
BMRN
RGLD
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $50.0M |
股东权益
BMRN
RGLD
| Q1 26 | $6.2B | $7.5B | ||
| Q4 25 | $6.1B | $7.2B | ||
| Q3 25 | $6.1B | $3.4B | ||
| Q2 25 | $6.0B | $3.3B | ||
| Q1 25 | $5.8B | $3.2B | ||
| Q4 24 | $5.7B | $3.1B | ||
| Q3 24 | $5.4B | $3.0B | ||
| Q2 24 | $5.3B | $3.0B |
总资产
BMRN
RGLD
| Q1 26 | $8.6B | $9.5B | ||
| Q4 25 | $7.6B | $9.5B | ||
| Q3 25 | $7.6B | $4.5B | ||
| Q2 25 | $7.5B | $3.6B | ||
| Q1 25 | $7.1B | $3.5B | ||
| Q4 24 | $7.0B | $3.4B | ||
| Q3 24 | $6.9B | $3.3B | ||
| Q2 24 | $7.1B | $3.3B |
负债/权益比
BMRN
RGLD
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.02× |
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 | $220.7M | $293.6M |
| 自由现金流经营现金流 - 资本支出 | — | $278.9M |
| 自由现金流率自由现金流/营收 | — | 59.4% |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 2.08× | 1.04× |
| 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
BMRN
RGLD
| Q1 26 | $220.7M | $293.6M | ||
| Q4 25 | $99.6M | $241.7M | ||
| Q3 25 | $368.7M | $174.0M | ||
| Q2 25 | $185.3M | $152.8M | ||
| Q1 25 | $174.4M | $136.4M | ||
| Q4 24 | $185.6M | $141.1M | ||
| Q3 24 | $221.5M | $136.7M | ||
| Q2 24 | $118.8M | $113.5M |
自由现金流
BMRN
RGLD
| Q1 26 | — | $278.9M | ||
| Q4 25 | $58.9M | — | ||
| Q3 25 | $340.2M | — | ||
| Q2 25 | $168.2M | — | ||
| Q1 25 | $157.6M | — | ||
| Q4 24 | $166.1M | — | ||
| Q3 24 | $203.0M | — | ||
| Q2 24 | $97.4M | — |
自由现金流率
BMRN
RGLD
| Q1 26 | — | 59.4% | ||
| Q4 25 | 6.7% | — | ||
| Q3 25 | 43.8% | — | ||
| Q2 25 | 20.4% | — | ||
| Q1 25 | 21.2% | — | ||
| Q4 24 | 22.2% | — | ||
| Q3 24 | 27.2% | — | ||
| Q2 24 | 13.7% | — |
资本支出强度
BMRN
RGLD
| Q1 26 | — | — | ||
| Q4 25 | 4.7% | — | ||
| Q3 25 | 3.7% | — | ||
| Q2 25 | 2.1% | — | ||
| Q1 25 | 2.3% | — | ||
| Q4 24 | 2.6% | — | ||
| Q3 24 | 2.5% | — | ||
| Q2 24 | 3.0% | — |
现金转化率
BMRN
RGLD
| Q1 26 | 2.08× | 1.04× | ||
| Q4 25 | — | 2.58× | ||
| Q3 25 | — | 1.37× | ||
| Q2 25 | 0.77× | 1.15× | ||
| Q1 25 | 0.94× | 1.20× | ||
| Q4 24 | 1.49× | 1.31× | ||
| Q3 24 | 2.09× | 1.42× | ||
| Q2 24 | 1.11× | 1.40× |
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
BMRN
暂无分部数据
RGLD
| North America | $258.0M | 55% |
| South and Central America | $110.2M | 23% |
| Europe, Middle East, Africa (EMEA) | $84.8M | 18% |
| Australia Pacific | $16.1M | 3% |