vs
别样肉客(BYND)与PDF SOLUTIONS INC(PDFS)财务数据对比。点击上方公司名可切换其他公司
PDF SOLUTIONS INC的季度营收约是别样肉客的1.0倍($62.4M vs $61.6M),PDF SOLUTIONS INC同比增速更快(24.6% vs -19.7%),PDF SOLUTIONS INC自由现金流更多($7.5M vs $-49.8M),过去两年PDF SOLUTIONS INC的营收复合增速更高(22.9% 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。
PDF Solutions Inc是一家总部位于美国加利福尼亚州圣克拉拉的跨国企业,主营软件业务与工程技术服务,目前在纳斯达克交易所挂牌上市,股票代码为PDFS。
BYND vs PDFS — 直观对比
营收规模更大
PDFS
是对方的1.0倍
$61.6M
营收增速更快
PDFS
高出44.3%
-19.7%
自由现金流更多
PDFS
多$57.3M
$-49.8M
两年增速更快
PDFS
近两年复合增速
-9.7%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $61.6M | $62.4M |
| 净利润 | — | $-48.0K |
| 毛利率 | -11.5% | 72.9% |
| 营业利润率 | -211.4% | 5.5% |
| 净利率 | — | -0.1% |
| 营收同比 | -19.7% | 24.6% |
| 净利润同比 | — | -108.9% |
| 每股收益(稀释后) | $0.68 | $0.00 |
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
PDFS
| Q4 25 | $61.6M | $62.4M | ||
| Q3 25 | $70.2M | $57.1M | ||
| Q2 25 | $75.0M | $51.7M | ||
| Q1 25 | $68.7M | $47.8M | ||
| Q4 24 | $76.7M | $50.1M | ||
| Q3 24 | $81.0M | $46.4M | ||
| Q2 24 | $93.2M | $41.7M | ||
| Q1 24 | $75.6M | $41.3M |
净利润
BYND
PDFS
| Q4 25 | — | $-48.0K | ||
| Q3 25 | $-110.7M | $1.3M | ||
| Q2 25 | $-29.2M | $1.1M | ||
| Q1 25 | $-52.9M | $-3.0M | ||
| Q4 24 | — | $539.0K | ||
| Q3 24 | $-26.6M | $2.2M | ||
| Q2 24 | $-34.5M | $1.7M | ||
| Q1 24 | $-54.4M | $-393.0K |
毛利率
BYND
PDFS
| Q4 25 | -11.5% | 72.9% | ||
| Q3 25 | 10.3% | 72.3% | ||
| Q2 25 | 11.5% | 71.2% | ||
| Q1 25 | -1.5% | 72.9% | ||
| Q4 24 | 13.1% | 68.3% | ||
| Q3 24 | 17.7% | 73.1% | ||
| Q2 24 | 14.7% | 70.6% | ||
| Q1 24 | 4.9% | 67.3% |
营业利润率
BYND
PDFS
| Q4 25 | -211.4% | 5.5% | ||
| Q3 25 | -160.0% | 8.5% | ||
| Q2 25 | -46.6% | 2.2% | ||
| Q1 25 | -81.8% | -7.4% | ||
| Q4 24 | -49.3% | 1.0% | ||
| Q3 24 | -38.2% | 4.6% | ||
| Q2 24 | -36.4% | 0.6% | ||
| Q1 24 | -70.7% | -4.7% |
净利率
BYND
PDFS
| Q4 25 | — | -0.1% | ||
| Q3 25 | -157.6% | 2.3% | ||
| Q2 25 | -39.0% | 2.2% | ||
| Q1 25 | -77.0% | -6.3% | ||
| Q4 24 | — | 1.1% | ||
| Q3 24 | -32.8% | 4.8% | ||
| Q2 24 | -37.0% | 4.1% | ||
| Q1 24 | -71.9% | -1.0% |
每股收益(稀释后)
BYND
PDFS
| Q4 25 | $0.68 | $0.00 | ||
| Q3 25 | $-1.44 | $0.03 | ||
| Q2 25 | $-0.38 | $0.03 | ||
| Q1 25 | $-0.69 | $-0.08 | ||
| Q4 24 | $-0.65 | $0.01 | ||
| Q3 24 | $-0.41 | $0.06 | ||
| Q2 24 | $-0.53 | $0.04 | ||
| Q1 24 | $-0.84 | $-0.01 |
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 | $42.2M |
| 总债务越低越好 | $415.7M | $67.0M |
| 股东权益账面价值 | $-997.0K | $271.0M |
| 总资产 | $614.7M | $418.7M |
| 负债/权益比越低杠杆越低 | — | 0.25× |
8季度趋势,按日历期对齐
现金及短期投资
BYND
PDFS
| Q4 25 | $203.9M | $42.2M | ||
| Q3 25 | $117.3M | $35.9M | ||
| Q2 25 | $103.5M | $40.4M | ||
| Q1 25 | $102.1M | $54.1M | ||
| Q4 24 | $131.9M | $114.9M | ||
| Q3 24 | $121.7M | $120.2M | ||
| Q2 24 | $144.9M | $117.9M | ||
| Q1 24 | $157.9M | $122.9M |
总债务
BYND
PDFS
| Q4 25 | $415.7M | $67.0M | ||
| Q3 25 | $1.2B | $67.6M | ||
| Q2 25 | $1.2B | $68.1M | ||
| Q1 25 | $1.1B | $68.7M | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $1.1B | — | ||
| Q2 24 | $1.1B | — | ||
| Q1 24 | $1.1B | — |
股东权益
BYND
PDFS
| Q4 25 | $-997.0K | $271.0M | ||
| Q3 25 | $-784.1M | $264.4M | ||
| Q2 25 | $-677.0M | $257.5M | ||
| Q1 25 | $-649.5M | $249.0M | ||
| Q4 24 | $-601.2M | $246.0M | ||
| Q3 24 | $-611.9M | $240.5M | ||
| Q2 24 | $-590.0M | $232.2M | ||
| Q1 24 | $-561.4M | $225.4M |
总资产
BYND
PDFS
| Q4 25 | $614.7M | $418.7M | ||
| Q3 25 | $599.7M | $406.4M | ||
| Q2 25 | $691.7M | $391.1M | ||
| Q1 25 | $643.8M | $390.0M | ||
| Q4 24 | $678.1M | $315.3M | ||
| Q3 24 | $692.9M | $307.4M | ||
| Q2 24 | $711.2M | $298.0M | ||
| Q1 24 | $735.0M | $286.8M |
负债/权益比
BYND
PDFS
| Q4 25 | — | 0.25× | ||
| Q3 25 | — | 0.26× | ||
| Q2 25 | — | 0.26× | ||
| Q1 25 | — | 0.28× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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 | $-46.8M | $17.3M |
| 自由现金流经营现金流 - 资本支出 | $-49.8M | $7.5M |
| 自由现金流率自由现金流/营收 | -80.8% | 12.1% |
| 资本支出强度资本支出/营收 | 4.8% | 15.7% |
| 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 | $-8.6M |
8季度趋势,按日历期对齐
经营现金流
BYND
PDFS
| Q4 25 | $-46.8M | $17.3M | ||
| Q3 25 | $-38.8M | $3.3M | ||
| Q2 25 | $-33.2M | $-5.2M | ||
| Q1 25 | $-26.1M | $8.6M | ||
| Q4 24 | $-29.0M | $1.6M | ||
| Q3 24 | $-22.0M | $9.3M | ||
| Q2 24 | $-16.0M | $684.0K | ||
| Q1 24 | $-31.8M | $-1.9M |
自由现金流
BYND
PDFS
| Q4 25 | $-49.8M | $7.5M | ||
| Q3 25 | $-41.7M | $-2.9M | ||
| Q2 25 | $-35.1M | $-13.8M | ||
| Q1 25 | $-30.6M | $535.0K | ||
| Q4 24 | $-35.4M | $-4.0M | ||
| Q3 24 | $-24.1M | $5.1M | ||
| Q2 24 | $-17.3M | $-4.6M | ||
| Q1 24 | $-33.0M | $-3.9M |
自由现金流率
BYND
PDFS
| Q4 25 | -80.8% | 12.1% | ||
| Q3 25 | -59.4% | -5.1% | ||
| Q2 25 | -46.9% | -26.6% | ||
| Q1 25 | -44.6% | 1.1% | ||
| Q4 24 | -46.2% | -8.0% | ||
| Q3 24 | -29.7% | 11.0% | ||
| Q2 24 | -18.6% | -11.1% | ||
| Q1 24 | -43.7% | -9.4% |
资本支出强度
BYND
PDFS
| Q4 25 | 4.8% | 15.7% | ||
| Q3 25 | 4.1% | 10.8% | ||
| Q2 25 | 2.6% | 16.5% | ||
| Q1 25 | 6.5% | 17.0% | ||
| Q4 24 | 8.4% | 11.3% | ||
| Q3 24 | 2.5% | 9.0% | ||
| Q2 24 | 1.4% | 12.8% | ||
| Q1 24 | 1.6% | 4.9% |
现金转化率
BYND
PDFS
| Q4 25 | — | — | ||
| Q3 25 | — | 2.54× | ||
| Q2 25 | — | -4.55× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 2.98× | ||
| Q3 24 | — | 4.20× | ||
| Q2 24 | — | 0.40× | ||
| Q1 24 | — | — |
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
BYND
暂无分部数据
PDFS
| Volumebased | $38.0M | 61% |
| Other | $24.4M | 39% |