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别样肉客(BYND)与PUMA BIOTECHNOLOGY, INC.(PBYI)财务数据对比。点击上方公司名可切换其他公司
PUMA BIOTECHNOLOGY, INC.的季度营收约是别样肉客的1.2倍($75.5M vs $61.6M),PUMA BIOTECHNOLOGY, INC.同比增速更快(27.7% vs -19.7%),PUMA BIOTECHNOLOGY, INC.自由现金流更多($14.4M vs $-49.8M),过去两年PUMA BIOTECHNOLOGY, INC.的营收复合增速更高(31.3% vs -9.7%)
Beyond Meat是一家植物基人造肉生产企业,由伊森·布朗于2009年创立,品牌简称Beyond。该公司主打各类替代动物肉的植物肉制品,产品于2012年率先在美国上市推出,目前是全球植物肉领域的知名领军品牌。
彪马生物技术是一家公开上市的生物制药企业,总部位于美国加利福尼亚州洛杉矶,专注于创新药物研发相关业务,在生物制药领域开展研发与商业化运营。
BYND vs PBYI — 直观对比
营收规模更大
PBYI
是对方的1.2倍
$61.6M
营收增速更快
PBYI
高出47.4%
-19.7%
自由现金流更多
PBYI
多$64.2M
$-49.8M
两年增速更快
PBYI
近两年复合增速
-9.7%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $61.6M | $75.5M |
| 净利润 | — | — |
| 毛利率 | -11.5% | 69.3% |
| 营业利润率 | -211.4% | 22.7% |
| 净利率 | — | — |
| 营收同比 | -19.7% | 27.7% |
| 净利润同比 | — | — |
| 每股收益(稀释后) | $0.68 | $0.26 |
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
BYND
PBYI
| Q4 25 | $61.6M | $75.5M | ||
| Q3 25 | $70.2M | $54.5M | ||
| Q2 25 | $75.0M | $52.4M | ||
| Q1 25 | $68.7M | $46.0M | ||
| Q4 24 | $76.7M | $59.1M | ||
| Q3 24 | $81.0M | $80.5M | ||
| Q2 24 | $93.2M | $47.1M | ||
| Q1 24 | $75.6M | $43.8M |
净利润
BYND
PBYI
| Q4 25 | — | — | ||
| Q3 25 | $-110.7M | $8.8M | ||
| Q2 25 | $-29.2M | $5.9M | ||
| Q1 25 | $-52.9M | $3.0M | ||
| Q4 24 | — | — | ||
| Q3 24 | $-26.6M | $20.3M | ||
| Q2 24 | $-34.5M | $-4.5M | ||
| Q1 24 | $-54.4M | $-4.8M |
毛利率
BYND
PBYI
| Q4 25 | -11.5% | 69.3% | ||
| Q3 25 | 10.3% | 77.7% | ||
| Q2 25 | 11.5% | 76.5% | ||
| Q1 25 | -1.5% | 77.1% | ||
| Q4 24 | 13.1% | 76.4% | ||
| Q3 24 | 17.7% | 63.9% | ||
| Q2 24 | 14.7% | 77.4% | ||
| Q1 24 | 4.9% | 75.5% |
营业利润率
BYND
PBYI
| Q4 25 | -211.4% | 22.7% | ||
| Q3 25 | -160.0% | 17.6% | ||
| Q2 25 | -46.6% | 12.7% | ||
| Q1 25 | -81.8% | 8.7% | ||
| Q4 24 | -49.3% | 22.6% | ||
| Q3 24 | -38.2% | 27.4% | ||
| Q2 24 | -36.4% | -4.6% | ||
| Q1 24 | -70.7% | -5.3% |
净利率
BYND
PBYI
| Q4 25 | — | — | ||
| Q3 25 | -157.6% | 16.2% | ||
| Q2 25 | -39.0% | 11.2% | ||
| Q1 25 | -77.0% | 6.5% | ||
| Q4 24 | — | — | ||
| Q3 24 | -32.8% | 25.2% | ||
| Q2 24 | -37.0% | -9.6% | ||
| Q1 24 | -71.9% | -11.0% |
每股收益(稀释后)
BYND
PBYI
| Q4 25 | $0.68 | $0.26 | ||
| Q3 25 | $-1.44 | $0.17 | ||
| Q2 25 | $-0.38 | $0.12 | ||
| Q1 25 | $-0.69 | $0.06 | ||
| Q4 24 | $-0.65 | $0.40 | ||
| Q3 24 | $-0.41 | $0.41 | ||
| Q2 24 | $-0.53 | $-0.09 | ||
| Q1 24 | $-0.84 | $-0.10 |
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 | $203.9M | $97.5M |
| 总债务越低越好 | $415.7M | $22.7M |
| 股东权益账面价值 | $-997.0K | $130.3M |
| 总资产 | $614.7M | $216.3M |
| 负债/权益比越低杠杆越低 | — | 0.17× |
8季度趋势,按日历期对齐
现金及短期投资
BYND
PBYI
| Q4 25 | $203.9M | $97.5M | ||
| Q3 25 | $117.3M | $94.4M | ||
| Q2 25 | $103.5M | $96.0M | ||
| Q1 25 | $102.1M | $93.2M | ||
| Q4 24 | $131.9M | $101.0M | ||
| Q3 24 | $121.7M | $96.7M | ||
| Q2 24 | $144.9M | $96.8M | ||
| Q1 24 | $157.9M | $107.2M |
总债务
BYND
PBYI
| Q4 25 | $415.7M | $22.7M | ||
| Q3 25 | $1.2B | $34.0M | ||
| Q2 25 | $1.2B | $45.3M | ||
| Q1 25 | $1.1B | $56.7M | ||
| Q4 24 | $1.1B | $68.0M | ||
| Q3 24 | $1.1B | $79.3M | ||
| Q2 24 | $1.1B | $90.7M | ||
| Q1 24 | $1.1B | $102.0M |
股东权益
BYND
PBYI
| Q4 25 | $-997.0K | $130.3M | ||
| Q3 25 | $-784.1M | $115.3M | ||
| Q2 25 | $-677.0M | $104.7M | ||
| Q1 25 | $-649.5M | $97.1M | ||
| Q4 24 | $-601.2M | $92.1M | ||
| Q3 24 | $-611.9M | $71.1M | ||
| Q2 24 | $-590.0M | $48.5M | ||
| Q1 24 | $-561.4M | $51.0M |
总资产
BYND
PBYI
| Q4 25 | $614.7M | $216.3M | ||
| Q3 25 | $599.7M | $202.9M | ||
| Q2 25 | $691.7M | $194.9M | ||
| Q1 25 | $643.8M | $196.2M | ||
| Q4 24 | $678.1M | $213.3M | ||
| Q3 24 | $692.9M | $220.7M | ||
| Q2 24 | $711.2M | $205.0M | ||
| Q1 24 | $735.0M | $214.1M |
负债/权益比
BYND
PBYI
| Q4 25 | — | 0.17× | ||
| Q3 25 | — | 0.30× | ||
| Q2 25 | — | 0.43× | ||
| Q1 25 | — | 0.58× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 1.12× | ||
| Q2 24 | — | 1.87× | ||
| Q1 24 | — | 2.00× |
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 | $-46.8M | $14.4M |
| 自由现金流经营现金流 - 资本支出 | $-49.8M | $14.4M |
| 自由现金流率自由现金流/营收 | -80.8% | 19.1% |
| 资本支出强度资本支出/营收 | 4.8% | 0.0% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $-157.2M | $41.7M |
8季度趋势,按日历期对齐
经营现金流
BYND
PBYI
| Q4 25 | $-46.8M | $14.4M | ||
| Q3 25 | $-38.8M | $9.7M | ||
| Q2 25 | $-33.2M | $14.1M | ||
| Q1 25 | $-26.1M | $3.6M | ||
| Q4 24 | $-29.0M | $15.6M | ||
| Q3 24 | $-22.0M | $11.0M | ||
| Q2 24 | $-16.0M | $1.0M | ||
| Q1 24 | $-31.8M | $11.2M |
自由现金流
BYND
PBYI
| Q4 25 | $-49.8M | $14.4M | ||
| Q3 25 | $-41.7M | $9.7M | ||
| Q2 25 | $-35.1M | $14.1M | ||
| Q1 25 | $-30.6M | $3.6M | ||
| Q4 24 | $-35.4M | $15.6M | ||
| Q3 24 | $-24.1M | $11.0M | ||
| Q2 24 | $-17.3M | $1.0M | ||
| Q1 24 | $-33.0M | — |
自由现金流率
BYND
PBYI
| Q4 25 | -80.8% | 19.1% | ||
| Q3 25 | -59.4% | 17.7% | ||
| Q2 25 | -46.9% | 26.8% | ||
| Q1 25 | -44.6% | 7.7% | ||
| Q4 24 | -46.2% | 26.4% | ||
| Q3 24 | -29.7% | 13.7% | ||
| Q2 24 | -18.6% | 2.1% | ||
| Q1 24 | -43.7% | — |
资本支出强度
BYND
PBYI
| Q4 25 | 4.8% | 0.0% | ||
| Q3 25 | 4.1% | 0.0% | ||
| Q2 25 | 2.6% | 0.0% | ||
| Q1 25 | 6.5% | 0.1% | ||
| Q4 24 | 8.4% | 0.0% | ||
| Q3 24 | 2.5% | 0.0% | ||
| Q2 24 | 1.4% | 0.0% | ||
| Q1 24 | 1.6% | 0.0% |
现金转化率
BYND
PBYI
| Q4 25 | — | — | ||
| Q3 25 | — | 1.10× | ||
| Q2 25 | — | 2.41× | ||
| Q1 25 | — | 1.21× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.54× | ||
| 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