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别样肉客（BYND）与Repay Holdings Corp（RPAY）财务数据对比。点击上方公司名可切换其他公司
Repay Holdings Corp的季度营收约是别样肉客的1.3倍（$78.6M vs $61.6M），Repay Holdings Corp同比增速更快（0.4% vs -19.7%），Repay Holdings Corp自由现金流更多（$23.2M vs $-49.8M），过去两年Repay Holdings Corp的营收复合增速更高（-1.3% 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。
Repay Holdings Corp是一家聚焦北美市场的支付技术服务商，为零售、医疗、汽车服务、电商等领域的企业提供整合支付处理方案，涵盖银行卡收单、ACH转账、POS系统集成等数字化支付工具，助力客户简化交易流程、提升运营效率。
BYND vs RPAY — 直观对比
营收规模更大
RPAY
是对方的1.3倍
$61.6M
营收增速更快
RPAY
高出20.1%
-19.7%
自由现金流更多
RPAY
多$73.0M
$-49.8M
两年增速更快
RPAY
近两年复合增速
-9.7%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $61.6M | $78.6M |
| 净利润 | — | $-140.1M |
| 毛利率 | -11.5% | 74.2% |
| 营业利润率 | -211.4% | -182.2% |
| 净利率 | — | -178.3% |
| 营收同比 | -19.7% | 0.4% |
| 净利润同比 | — | -3304.1% |
| 每股收益（稀释后） | $0.68 | $-1.68 |
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BYNDRPAY
| Q4 25 | $61.6M | $78.6M | ||
| Q3 25 | $70.2M | $77.7M | ||
| Q2 25 | $75.0M | $75.6M | ||
| Q1 25 | $68.7M | $77.3M | ||
| Q4 24 | $76.7M | $78.3M | ||
| Q3 24 | $81.0M | $79.1M | ||
| Q2 24 | $93.2M | $74.9M | ||
| Q1 24 | $75.6M | $80.7M |
净利润BYNDRPAY
| Q4 25 | — | $-140.1M | ||
| Q3 25 | $-110.7M | $-6.4M | ||
| Q2 25 | $-29.2M | $-102.3M | ||
| Q1 25 | $-52.9M | $-7.9M | ||
| Q4 24 | — | $-4.1M | ||
| Q3 24 | $-26.6M | $3.2M | ||
| Q2 24 | $-34.5M | $-4.1M | ||
| Q1 24 | $-54.4M | $-5.2M |
毛利率BYNDRPAY
| Q4 25 | -11.5% | 74.2% | ||
| Q3 25 | 10.3% | 74.4% | ||
| Q2 25 | 11.5% | 75.7% | ||
| Q1 25 | -1.5% | 75.9% | ||
| Q4 24 | 13.1% | 76.3% | ||
| Q3 24 | 17.7% | 77.8% | ||
| Q2 24 | 14.7% | 78.2% | ||
| Q1 24 | 4.9% | 76.2% |
营业利润率BYNDRPAY
| Q4 25 | -211.4% | -182.2% | ||
| Q3 25 | -160.0% | -3.9% | ||
| Q2 25 | -46.6% | -138.7% | ||
| Q1 25 | -81.8% | -4.7% | ||
| Q4 24 | -49.3% | -1.5% | ||
| Q3 24 | -38.2% | -0.9% | ||
| Q2 24 | -36.4% | -4.6% | ||
| Q1 24 | -70.7% | -3.1% |
净利率BYNDRPAY
| Q4 25 | — | -178.3% | ||
| Q3 25 | -157.6% | -8.3% | ||
| Q2 25 | -39.0% | -135.2% | ||
| Q1 25 | -77.0% | -10.3% | ||
| Q4 24 | — | -5.3% | ||
| Q3 24 | -32.8% | 4.1% | ||
| Q2 24 | -37.0% | -5.4% | ||
| Q1 24 | -71.9% | -6.5% |
每股收益（稀释后）BYNDRPAY
| Q4 25 | $0.68 | $-1.68 | ||
| Q3 25 | $-1.44 | $-0.08 | ||
| Q2 25 | $-0.38 | $-1.15 | ||
| Q1 25 | $-0.69 | $-0.09 | ||
| Q4 24 | $-0.65 | $-0.04 | ||
| Q3 24 | $-0.41 | $0.03 | ||
| Q2 24 | $-0.53 | $-0.04 | ||
| Q1 24 | $-0.84 | $-0.06 |
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 | $115.7M |
| 总债务越低越好 | $415.7M | $280.1M |
| 股东权益账面价值 | $-997.0K | $484.4M |
| 总资产 | $614.7M | $1.2B |
| 负债/权益比越低杠杆越低 | — | 0.58× |
8季度趋势，按日历期对齐
现金及短期投资BYNDRPAY
| Q4 25 | $203.9M | $115.7M | ||
| Q3 25 | $117.3M | $95.7M | ||
| Q2 25 | $103.5M | $162.6M | ||
| Q1 25 | $102.1M | $165.5M | ||
| Q4 24 | $131.9M | $189.5M | ||
| Q3 24 | $121.7M | $168.7M | ||
| Q2 24 | $144.9M | $147.1M | ||
| Q1 24 | $157.9M | $128.3M |
总债务BYNDRPAY
| Q4 25 | $415.7M | $280.1M | ||
| Q3 25 | $1.2B | $279.5M | ||
| Q2 25 | $1.2B | $279.0M | ||
| Q1 25 | $1.1B | $497.6M | ||
| Q4 24 | $1.1B | $496.8M | ||
| Q3 24 | $1.1B | $496.2M | ||
| Q2 24 | $1.1B | $435.6M | ||
| Q1 24 | $1.1B | $434.9M |
股东权益BYNDRPAY
| Q4 25 | $-997.0K | $484.4M | ||
| Q3 25 | $-784.1M | $616.9M | ||
| Q2 25 | $-677.0M | $633.7M | ||
| Q1 25 | $-649.5M | $755.7M | ||
| Q4 24 | $-601.2M | $761.3M | ||
| Q3 24 | $-611.9M | $754.7M | ||
| Q2 24 | $-590.0M | $815.4M | ||
| Q1 24 | $-561.4M | $813.8M |
总资产BYNDRPAY
| Q4 25 | $614.7M | $1.2B | ||
| Q3 25 | $599.7M | $1.3B | ||
| Q2 25 | $691.7M | $1.4B | ||
| Q1 25 | $643.8M | $1.5B | ||
| Q4 24 | $678.1M | $1.6B | ||
| Q3 24 | $692.9M | $1.6B | ||
| Q2 24 | $711.2M | $1.5B | ||
| Q1 24 | $735.0M | $1.5B |
负债/权益比BYNDRPAY
| Q4 25 | — | 0.58× | ||
| Q3 25 | — | 0.45× | ||
| Q2 25 | — | 0.44× | ||
| Q1 25 | — | 0.66× | ||
| Q4 24 | — | 0.65× | ||
| Q3 24 | — | 0.66× | ||
| Q2 24 | — | 0.53× | ||
| Q1 24 | — | 0.53× |
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 | $23.3M |
| 自由现金流经营现金流 - 资本支出 | $-49.8M | $23.2M |
| 自由现金流率自由现金流/营收 | -80.8% | 29.6% |
| 资本支出强度资本支出/营收 | 4.8% | 0.1% |
| 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 | $90.7M |
8季度趋势，按日历期对齐
经营现金流BYNDRPAY
| Q4 25 | $-46.8M | $23.3M | ||
| Q3 25 | $-38.8M | $32.2M | ||
| Q2 25 | $-33.2M | $33.1M | ||
| Q1 25 | $-26.1M | $2.5M | ||
| Q4 24 | $-29.0M | $34.3M | ||
| Q3 24 | $-22.0M | $60.1M | ||
| Q2 24 | $-16.0M | $31.0M | ||
| Q1 24 | $-31.8M | $24.8M |
自由现金流BYNDRPAY
| Q4 25 | $-49.8M | $23.2M | ||
| Q3 25 | $-41.7M | $32.1M | ||
| Q2 25 | $-35.1M | $33.0M | ||
| Q1 25 | $-30.6M | $2.4M | ||
| Q4 24 | $-35.4M | $34.0M | ||
| Q3 24 | $-24.1M | $59.8M | ||
| Q2 24 | $-17.3M | $30.5M | ||
| Q1 24 | $-33.0M | $24.7M |
自由现金流率BYNDRPAY
| Q4 25 | -80.8% | 29.6% | ||
| Q3 25 | -59.4% | 41.3% | ||
| Q2 25 | -46.9% | 43.6% | ||
| Q1 25 | -44.6% | 3.0% | ||
| Q4 24 | -46.2% | 43.5% | ||
| Q3 24 | -29.7% | 75.6% | ||
| Q2 24 | -18.6% | 40.7% | ||
| Q1 24 | -43.7% | 30.6% |
资本支出强度BYNDRPAY
| Q4 25 | 4.8% | 0.1% | ||
| Q3 25 | 4.1% | 0.2% | ||
| Q2 25 | 2.6% | 0.1% | ||
| Q1 25 | 6.5% | 0.2% | ||
| Q4 24 | 8.4% | 0.3% | ||
| Q3 24 | 2.5% | 0.3% | ||
| Q2 24 | 1.4% | 0.6% | ||
| Q1 24 | 1.6% | 0.1% |
现金转化率BYNDRPAY
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 18.52× | ||
| 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
业务分部营收拆解
BYND
暂无分部数据
RPAY
| Sales Channel Directly To Consumer | $69.4M | 88% |
| Other | $6.8M | 9% |
| Sales Channel Through Intermediary | $2.3M | 3% |
