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BOX INC（BOX）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
BOX INC的季度营收约是Ultragenyx Pharmaceutical Inc.的1.5倍（$301.1M vs $207.3M），BOX INC净利率更高（4.0% vs -62.0%，领先66.0%），Ultragenyx Pharmaceutical Inc.同比增速更快（25.9% vs 9.1%），BOX INC自由现金流更多（$71.3M vs $-100.8M），过去两年Ultragenyx Pharmaceutical Inc.的营收复合增速更高（38.0% vs 7.0%）
Box Inc.是总部位于美国加利福尼亚州红木城的上市企业，由亚伦·莱维和迪伦·史密斯于2005年创立，最初面向个人消费者服务，2009至2010年前后转向企业级市场，2015年正式上市。公司专注于开发、运营云端内容管理、协同办公及文件共享工具，帮助企业用户便捷存储、管理各类文件，提升团队协作效率。
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。
BOX vs RARE — 直观对比
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $301.1M | $207.3M |
| 净利润 | $12.1M | $-128.6M |
| 毛利率 | 79.6% | — |
| 营业利润率 | 8.3% | -54.7% |
| 净利率 | 4.0% | -62.0% |
| 营收同比 | 9.1% | 25.9% |
| 净利润同比 | -6.4% | 3.5% |
| 每股收益（稀释后） | $0.05 | $-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
| Q4 25 | $301.1M | $207.3M | ||
| Q3 25 | $294.0M | $159.9M | ||
| Q2 25 | $276.3M | $166.5M | ||
| Q1 25 | $279.5M | $139.3M | ||
| Q4 24 | $275.9M | $164.6M | ||
| Q3 24 | $270.0M | $139.5M | ||
| Q2 24 | $264.7M | $147.0M | ||
| Q1 24 | $262.9M | $108.8M |
| Q4 25 | $12.1M | $-128.6M | ||
| Q3 25 | $13.4M | $-180.4M | ||
| Q2 25 | $8.2M | $-115.0M | ||
| Q1 25 | $194.0M | $-151.1M | ||
| Q4 24 | $12.9M | $-133.2M | ||
| Q3 24 | $20.5M | $-133.5M | ||
| Q2 24 | $17.2M | $-131.6M | ||
| Q1 24 | $99.2M | $-170.7M |
| Q4 25 | 79.6% | — | ||
| Q3 25 | 79.1% | — | ||
| Q2 25 | 78.0% | — | ||
| Q1 25 | 79.0% | — | ||
| Q4 24 | 79.9% | — | ||
| Q3 24 | 79.4% | — | ||
| Q2 24 | 78.0% | — | ||
| Q1 24 | 76.1% | — |
| Q4 25 | 8.3% | -54.7% | ||
| Q3 25 | 7.0% | -106.9% | ||
| Q2 25 | 2.3% | -64.8% | ||
| Q1 25 | 6.4% | -102.6% | ||
| Q4 24 | 8.5% | -74.3% | ||
| Q3 24 | 7.5% | -94.6% | ||
| Q2 24 | 6.8% | -79.1% | ||
| Q1 24 | 8.1% | -151.9% |
| Q4 25 | 4.0% | -62.0% | ||
| Q3 25 | 4.6% | -112.8% | ||
| Q2 25 | 3.0% | -69.0% | ||
| Q1 25 | 69.4% | -108.5% | ||
| Q4 24 | 4.7% | -80.9% | ||
| Q3 24 | 7.6% | -95.7% | ||
| Q2 24 | 6.5% | -89.5% | ||
| Q1 24 | 37.7% | -156.8% |
| Q4 25 | $0.05 | $-1.28 | ||
| Q3 25 | $0.05 | $-1.81 | ||
| Q2 25 | $0.02 | $-1.17 | ||
| Q1 25 | $1.13 | $-1.57 | ||
| Q4 24 | $0.05 | $-1.34 | ||
| Q3 24 | $0.10 | $-1.40 | ||
| Q2 24 | $0.08 | $-1.52 | ||
| Q1 24 | $0.57 | $-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 | $729.6M | $421.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-286.6M | $-80.0M |
| 总资产 | $1.6B | $1.5B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q4 25 | $729.6M | $421.0M | ||
| Q3 25 | $757.9M | $202.5M | ||
| Q2 25 | $790.4M | $176.3M | ||
| Q1 25 | $722.8M | $127.1M | ||
| Q4 24 | $697.9M | $174.0M | ||
| Q3 24 | $482.2M | $150.6M | ||
| Q2 24 | $566.1M | $480.7M | ||
| Q1 24 | $480.7M | $112.3M |
| Q4 25 | $-286.6M | $-80.0M | ||
| Q3 25 | $-269.4M | $9.2M | ||
| Q2 25 | $-280.1M | $151.3M | ||
| Q1 25 | $-297.0M | $144.2M | ||
| Q4 24 | $-479.9M | $255.0M | ||
| Q3 24 | $-439.4M | $346.8M | ||
| Q2 24 | $-397.9M | $432.4M | ||
| Q1 24 | $-431.1M | $140.3M |
| Q4 25 | $1.6B | $1.5B | ||
| Q3 25 | $1.6B | $1.2B | ||
| Q2 25 | $1.6B | $1.3B | ||
| Q1 25 | $1.7B | $1.3B | ||
| Q4 24 | $1.4B | $1.5B | ||
| Q3 24 | $1.1B | $1.5B | ||
| Q2 24 | $1.2B | $1.6B | ||
| Q1 24 | $1.2B | $1.3B |
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 | $73.0M | $-99.8M |
| 自由现金流经营现金流 - 资本支出 | $71.3M | $-100.8M |
| 自由现金流率自由现金流/营收 | 23.7% | -48.6% |
| 资本支出强度资本支出/营收 | 0.6% | 0.5% |
| 现金转化率经营现金流/净利润 | 6.05× | — |
| 过去12个月自由现金流最近4个季度 | $343.5M | $-472.0M |
8季度趋势，按日历期对齐
| Q4 25 | $73.0M | $-99.8M | ||
| Q3 25 | $46.0M | $-91.4M | ||
| Q2 25 | $127.1M | $-108.3M | ||
| Q1 25 | $102.2M | $-166.5M | ||
| Q4 24 | $62.6M | $-79.3M | ||
| Q3 24 | $36.3M | $-67.0M | ||
| Q2 24 | $131.2M | $-77.0M | ||
| Q1 24 | $89.3M | $-190.7M |
| Q4 25 | $71.3M | $-100.8M | ||
| Q3 25 | $43.9M | $-92.7M | ||
| Q2 25 | $126.7M | $-110.7M | ||
| Q1 25 | $101.5M | $-167.8M | ||
| Q4 24 | $62.3M | $-79.5M | ||
| Q3 24 | $35.9M | $-68.6M | ||
| Q2 24 | $129.9M | $-79.0M | ||
| Q1 24 | $89.1M | $-193.9M |
| Q4 25 | 23.7% | -48.6% | ||
| Q3 25 | 14.9% | -58.0% | ||
| Q2 25 | 45.9% | -66.5% | ||
| Q1 25 | 36.3% | -120.5% | ||
| Q4 24 | 22.6% | -48.3% | ||
| Q3 24 | 13.3% | -49.2% | ||
| Q2 24 | 49.1% | -53.7% | ||
| Q1 24 | 33.9% | -178.2% |
| Q4 25 | 0.6% | 0.5% | ||
| Q3 25 | 0.7% | 0.8% | ||
| Q2 25 | 0.1% | 1.5% | ||
| Q1 25 | 0.2% | 1.0% | ||
| Q4 24 | 0.1% | 0.1% | ||
| Q3 24 | 0.1% | 1.2% | ||
| Q2 24 | 0.5% | 1.4% | ||
| Q1 24 | 0.1% | 3.0% |
| Q4 25 | 6.05× | — | ||
| Q3 25 | 3.42× | — | ||
| Q2 25 | 15.51× | — | ||
| Q1 25 | 0.53× | — | ||
| Q4 24 | 4.85× | — | ||
| Q3 24 | 1.77× | — | ||
| Q2 24 | 7.62× | — | ||
| Q1 24 | 0.90× | — |
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
BOX
暂无分部数据
RARE
| Royalty | $105.6M | 51% |
| Products | $101.7M | 49% |
