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POPULAR, INC.(BPOP)与Royalty Pharma plc(RPRX)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Royalty Pharma plc的1.3倍($835.8M vs $622.0M),Royalty Pharma plc净利率更高(34.4% vs 29.4%,领先5.0%),过去两年POPULAR, INC.的营收复合增速更高(25.1% vs 4.6%)
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。
本公司是总部位于美国马萨诸塞州剑桥市的临床阶段生物制药企业,专注于研发可调节转化生长因子β(TGF-β)超家族蛋白的药物,该类蛋白在红细胞、肌肉、骨骼、血管等细胞与组织的生长修复过程中发挥核心作用。
BPOP vs RPRX — 直观对比
营收规模更大
BPOP
是对方的1.3倍
$622.0M
净利率更高
RPRX
高出5.0%
29.4%
两年增速更快
BPOP
近两年复合增速
4.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $835.8M | $622.0M |
| 净利润 | $245.7M | $214.2M |
| 毛利率 | — | — |
| 营业利润率 | 44.1% | 62.4% |
| 净利率 | 29.4% | 34.4% |
| 营收同比 | — | 4.8% |
| 净利润同比 | 38.4% | 2.9% |
| 每股收益(稀释后) | $3.78 | $0.49 |
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
RPRX
| Q1 26 | $835.8M | — | ||
| Q4 25 | $657.6M | $622.0M | ||
| Q3 25 | $646.5M | $609.3M | ||
| Q2 25 | $631.5M | $578.7M | ||
| Q1 25 | — | $568.2M | ||
| Q4 24 | $590.8M | $593.6M | ||
| Q3 24 | $572.5M | $564.7M | ||
| Q2 24 | $568.3M | $537.3M |
净利润
BPOP
RPRX
| Q1 26 | $245.7M | — | ||
| Q4 25 | $233.9M | $214.2M | ||
| Q3 25 | $211.3M | $288.2M | ||
| Q2 25 | $210.4M | $30.2M | ||
| Q1 25 | — | $238.3M | ||
| Q4 24 | $177.8M | $208.2M | ||
| Q3 24 | $155.3M | $544.0M | ||
| Q2 24 | $177.8M | $102.0M |
营业利润率
BPOP
RPRX
| Q1 26 | 44.1% | — | ||
| Q4 25 | 42.4% | 62.4% | ||
| Q3 25 | 38.2% | 70.1% | ||
| Q2 25 | 40.9% | 36.3% | ||
| Q1 25 | — | 94.0% | ||
| Q4 24 | 37.5% | 60.9% | ||
| Q3 24 | 34.5% | — | ||
| Q2 24 | 38.4% | 50.2% |
净利率
BPOP
RPRX
| Q1 26 | 29.4% | — | ||
| Q4 25 | 35.6% | 34.4% | ||
| Q3 25 | 32.7% | 47.3% | ||
| Q2 25 | 33.3% | 5.2% | ||
| Q1 25 | — | 41.9% | ||
| Q4 24 | 30.1% | 35.1% | ||
| Q3 24 | 27.1% | 96.3% | ||
| Q2 24 | 31.3% | 19.0% |
每股收益(稀释后)
BPOP
RPRX
| Q1 26 | $3.78 | — | ||
| Q4 25 | $3.51 | $0.49 | ||
| Q3 25 | $3.14 | $0.67 | ||
| Q2 25 | $3.09 | $0.07 | ||
| Q1 25 | — | $0.55 | ||
| Q4 24 | $2.51 | $0.46 | ||
| Q3 24 | $2.16 | $1.21 | ||
| Q2 24 | $2.46 | $0.23 |
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 | — | $618.7M |
| 总债务越低越好 | $17.6M | $9.0B |
| 股东权益账面价值 | $6.3B | $9.7B |
| 总资产 | $76.1B | $19.6B |
| 负债/权益比越低杠杆越低 | 0.00× | 0.92× |
8季度趋势,按日历期对齐
现金及短期投资
BPOP
RPRX
| Q1 26 | — | — | ||
| Q4 25 | — | $618.7M | ||
| Q3 25 | — | $938.9M | ||
| Q2 25 | — | $631.9M | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | — | $929.0M | ||
| Q3 24 | — | $950.1M | ||
| Q2 24 | — | $1.8B |
总债务
BPOP
RPRX
| Q1 26 | $17.6M | — | ||
| Q4 25 | — | $9.0B | ||
| Q3 25 | — | $8.9B | ||
| Q2 25 | — | $8.0B | ||
| Q1 25 | — | $7.6B | ||
| Q4 24 | — | $7.6B | ||
| Q3 24 | — | $7.6B | ||
| Q2 24 | — | $7.6B |
股东权益
BPOP
RPRX
| Q1 26 | $6.3B | — | ||
| Q4 25 | $6.2B | $9.7B | ||
| Q3 25 | $6.1B | $9.6B | ||
| Q2 25 | $6.0B | $9.5B | ||
| Q1 25 | — | $9.8B | ||
| Q4 24 | $5.6B | $10.3B | ||
| Q3 24 | $5.8B | $10.3B | ||
| Q2 24 | $5.4B | $9.8B |
总资产
BPOP
RPRX
| Q1 26 | $76.1B | — | ||
| Q4 25 | $75.3B | $19.6B | ||
| Q3 25 | $75.1B | $19.3B | ||
| Q2 25 | $76.1B | $18.3B | ||
| Q1 25 | — | $17.6B | ||
| Q4 24 | $73.0B | $18.2B | ||
| Q3 24 | $71.3B | $18.0B | ||
| Q2 24 | $72.8B | $17.7B |
负债/权益比
BPOP
RPRX
| Q1 26 | 0.00× | — | ||
| Q4 25 | — | 0.92× | ||
| Q3 25 | — | 0.93× | ||
| Q2 25 | — | 0.84× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 0.74× | ||
| Q2 24 | — | 0.78× |
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 | — | $827.1M |
| 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 | — | 3.86× |
| 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
RPRX
| Q1 26 | — | — | ||
| Q4 25 | $268.5M | $827.1M | ||
| Q3 25 | $195.0M | $702.6M | ||
| Q2 25 | $242.9M | $364.0M | ||
| Q1 25 | — | $596.1M | ||
| Q4 24 | $199.5M | $742.5M | ||
| Q3 24 | $233.2M | $703.6M | ||
| Q2 24 | $80.4M | $658.2M |
自由现金流
BPOP
RPRX
| 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
RPRX
| 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
RPRX
| 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
RPRX
| Q1 26 | — | — | ||
| Q4 25 | 1.15× | 3.86× | ||
| Q3 25 | 0.92× | 2.44× | ||
| Q2 25 | 1.15× | 12.06× | ||
| Q1 25 | — | 2.50× | ||
| Q4 24 | 1.12× | 3.57× | ||
| Q3 24 | 1.50× | 1.29× | ||
| Q2 24 | 0.45× | 6.45× |
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% |
RPRX
| Financial Royalty Assets | $592.4M | 95% |
| Royalty Income Other | $29.6M | 5% |