vs
POPULAR, INC.(BPOP)与Privia Health Group, Inc.(PRVA)财务数据对比。点击上方公司名可切换其他公司
POPULAR, INC.的季度营收约是Privia Health Group, Inc.的1.5倍($835.8M vs $541.2M),POPULAR, INC.净利率更高(29.4% vs 1.7%,领先27.7%),过去两年POPULAR, INC.的营收复合增速更高(25.1% vs 14.2%)
Popular Inc.是波多黎各最大的金融服务集团,创立于1893年,总部位于首府圣胡安哈托雷伊商务区的黄金英里金融区。集团提供全方位金融服务,在波多黎各、美属及英属维尔京群岛以Banco Popular品牌运营,美国本土则使用Popular Bank品牌。
Privia Health Group, Inc.是总部位于美国的医疗科技与服务企业,为独立诊所、医疗系统和医疗支付方提供价值导向型医疗解决方案,涵盖人群健康管理、患者互动平台、护理协调支持及行政流程优化工具,助力提升诊疗效果、降低医疗参与方运营成本。
BPOP vs PRVA — 直观对比
营收规模更大
BPOP
是对方的1.5倍
$541.2M
净利率更高
BPOP
高出27.7%
1.7%
两年增速更快
BPOP
近两年复合增速
14.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $835.8M | $541.2M |
| 净利润 | $245.7M | $9.2M |
| 毛利率 | — | — |
| 营业利润率 | — | 2.1% |
| 净利率 | 29.4% | 1.7% |
| 营收同比 | — | 17.4% |
| 净利润同比 | 38.4% | 108.0% |
| 每股收益(稀释后) | $3.78 | $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
BPOP
PRVA
| Q1 26 | $835.8M | — | ||
| Q4 25 | $657.6M | $541.2M | ||
| Q3 25 | $646.5M | $580.4M | ||
| Q2 25 | $631.5M | $521.2M | ||
| Q1 25 | — | $480.1M | ||
| Q4 24 | $590.8M | $460.9M | ||
| Q3 24 | $572.5M | $437.9M | ||
| Q2 24 | $568.3M | $422.3M |
净利润
BPOP
PRVA
| Q1 26 | $245.7M | — | ||
| Q4 25 | $233.9M | $9.2M | ||
| Q3 25 | $211.3M | $6.9M | ||
| Q2 25 | $210.4M | $2.7M | ||
| Q1 25 | — | $4.2M | ||
| Q4 24 | $177.8M | $4.4M | ||
| Q3 24 | $155.3M | $3.5M | ||
| Q2 24 | $177.8M | $3.5M |
营业利润率
BPOP
PRVA
| Q1 26 | — | — | ||
| Q4 25 | 42.4% | 2.1% | ||
| Q3 25 | 38.2% | 2.5% | ||
| Q2 25 | 40.9% | 0.6% | ||
| Q1 25 | — | 1.1% | ||
| Q4 24 | 37.5% | 1.1% | ||
| Q3 24 | 34.5% | 1.3% | ||
| Q2 24 | 38.4% | 1.2% |
净利率
BPOP
PRVA
| Q1 26 | 29.4% | — | ||
| Q4 25 | 35.6% | 1.7% | ||
| Q3 25 | 32.7% | 1.2% | ||
| Q2 25 | 33.3% | 0.5% | ||
| Q1 25 | — | 0.9% | ||
| Q4 24 | 30.1% | 1.0% | ||
| Q3 24 | 27.1% | 0.8% | ||
| Q2 24 | 31.3% | 0.8% |
每股收益(稀释后)
BPOP
PRVA
| Q1 26 | $3.78 | — | ||
| Q4 25 | $3.51 | $0.08 | ||
| Q3 25 | $3.14 | $0.05 | ||
| Q2 25 | $3.09 | $0.02 | ||
| Q1 25 | — | $0.03 | ||
| Q4 24 | $2.51 | $0.03 | ||
| Q3 24 | $2.16 | $0.03 | ||
| Q2 24 | $2.46 | $0.03 |
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 | — | $479.7M |
| 总债务越低越好 | $17.6M | — |
| 股东权益账面价值 | $6.3B | $737.2M |
| 总资产 | $76.1B | $1.4B |
| 负债/权益比越低杠杆越低 | 0.00× | — |
8季度趋势,按日历期对齐
现金及短期投资
BPOP
PRVA
| Q1 26 | — | — | ||
| Q4 25 | — | $479.7M | ||
| Q3 25 | — | $441.4M | ||
| Q2 25 | — | $390.1M | ||
| Q1 25 | — | $469.3M | ||
| Q4 24 | — | $491.1M | ||
| Q3 24 | — | $422.0M | ||
| Q2 24 | — | $387.4M |
总债务
BPOP
PRVA
| Q1 26 | $17.6M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
BPOP
PRVA
| Q1 26 | $6.3B | — | ||
| Q4 25 | $6.2B | $737.2M | ||
| Q3 25 | $6.1B | $709.1M | ||
| Q2 25 | $6.0B | $682.9M | ||
| Q1 25 | — | $659.4M | ||
| Q4 24 | $5.6B | $635.2M | ||
| Q3 24 | $5.8B | $614.9M | ||
| Q2 24 | $5.4B | $595.4M |
总资产
BPOP
PRVA
| Q1 26 | $76.1B | — | ||
| Q4 25 | $75.3B | $1.4B | ||
| Q3 25 | $75.1B | $1.4B | ||
| Q2 25 | $76.1B | $1.3B | ||
| Q1 25 | — | $1.2B | ||
| Q4 24 | $73.0B | $1.1B | ||
| Q3 24 | $71.3B | $1.1B | ||
| Q2 24 | $72.8B | $1.1B |
负债/权益比
BPOP
PRVA
| Q1 26 | 0.00× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 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 | — | $127.5M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 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 | — | 13.93× |
| 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
BPOP
PRVA
| Q1 26 | — | — | ||
| Q4 25 | $268.5M | $127.5M | ||
| Q3 25 | $195.0M | $52.0M | ||
| Q2 25 | $242.9M | $8.0M | ||
| Q1 25 | — | $-24.1M | ||
| Q4 24 | $199.5M | $74.8M | ||
| Q3 24 | $233.2M | $33.2M | ||
| Q2 24 | $80.4M | $34.5M |
自由现金流
BPOP
PRVA
| Q1 26 | — | — | ||
| Q4 25 | $221.1M | — | ||
| Q3 25 | $141.1M | — | ||
| Q2 25 | $198.3M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $139.2M | — | ||
| Q3 24 | $175.6M | — | ||
| Q2 24 | $38.9M | — |
自由现金流率
BPOP
PRVA
| Q1 26 | — | — | ||
| Q4 25 | 33.6% | — | ||
| Q3 25 | 21.8% | — | ||
| Q2 25 | 31.4% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 23.6% | — | ||
| Q3 24 | 30.7% | — | ||
| Q2 24 | 6.8% | — |
资本支出强度
BPOP
PRVA
| Q1 26 | — | — | ||
| Q4 25 | 7.2% | — | ||
| Q3 25 | 8.3% | — | ||
| Q2 25 | 7.1% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 10.2% | — | ||
| Q3 24 | 10.1% | — | ||
| Q2 24 | 7.3% | — |
现金转化率
BPOP
PRVA
| Q1 26 | — | — | ||
| Q4 25 | 1.15× | 13.93× | ||
| Q3 25 | 0.92× | 7.58× | ||
| Q2 25 | 1.15× | 2.97× | ||
| Q1 25 | — | -5.70× | ||
| Q4 24 | 1.12× | 17.00× | ||
| Q3 24 | 1.50× | 9.38× | ||
| Q2 24 | 0.45× | 9.94× |
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
BPOP
| Net Interest Income | $670.2M | 80% |
| Noninterest Income | $165.6M | 20% |
PRVA
| FFS Patient Care | $364.4M | 67% |
| Capitated Revenue | $71.4M | 13% |
| Shared Savings | $46.9M | 9% |
| FFS Administrative Services | $36.0M | 7% |
| Care Management Fee PMPM | $20.0M | 4% |
| Other Revenue | $2.5M | 0% |