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别样肉客(BYND)与RECURSION PHARMACEUTICALS, INC.(RXRX)财务数据对比。点击上方公司名可切换其他公司
别样肉客的季度营收约是RECURSION PHARMACEUTICALS, INC.的1.7倍($61.6M vs $35.5M),RECURSION PHARMACEUTICALS, INC.同比增速更快(681.7% vs -19.7%),RECURSION PHARMACEUTICALS, INC.自由现金流更多($-47.3M vs $-49.8M),过去两年RECURSION PHARMACEUTICALS, INC.的营收复合增速更高(60.5% 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。
Recursion Pharmaceuticals是一家临床阶段生物技术企业,依托人工智能技术和高通量生物实验体系,开发针对罕见病、肿瘤、炎症性疾病等领域未满足医疗需求的创新疗法,核心市场覆盖北美,与全球多家生物制药企业合作推进在研管线落地。
BYND vs RXRX — 直观对比
营收规模更大
BYND
是对方的1.7倍
$35.5M
营收增速更快
RXRX
高出701.4%
-19.7%
自由现金流更多
RXRX
多$2.5M
$-49.8M
两年增速更快
RXRX
近两年复合增速
-9.7%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $61.6M | $35.5M |
| 净利润 | — | $-108.1M |
| 毛利率 | -11.5% | 59.8% |
| 营业利润率 | -211.4% | -304.8% |
| 净利率 | — | -304.2% |
| 营收同比 | -19.7% | 681.7% |
| 净利润同比 | — | 39.6% |
| 每股收益(稀释后) | $0.68 | $-0.17 |
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
RXRX
| Q4 25 | $61.6M | $35.5M | ||
| Q3 25 | $70.2M | $5.2M | ||
| Q2 25 | $75.0M | $19.2M | ||
| Q1 25 | $68.7M | $14.7M | ||
| Q4 24 | $76.7M | $4.5M | ||
| Q3 24 | $81.0M | $26.1M | ||
| Q2 24 | $93.2M | $14.4M | ||
| Q1 24 | $75.6M | $13.8M |
净利润
BYND
RXRX
| Q4 25 | — | $-108.1M | ||
| Q3 25 | $-110.7M | $-162.3M | ||
| Q2 25 | $-29.2M | $-171.9M | ||
| Q1 25 | $-52.9M | $-202.5M | ||
| Q4 24 | — | $-178.9M | ||
| Q3 24 | $-26.6M | $-95.8M | ||
| Q2 24 | $-34.5M | $-97.5M | ||
| Q1 24 | $-54.4M | $-91.4M |
毛利率
BYND
RXRX
| Q4 25 | -11.5% | 59.8% | ||
| Q3 25 | 10.3% | -183.8% | ||
| Q2 25 | 11.5% | -4.9% | ||
| Q1 25 | -1.5% | -48.0% | ||
| Q4 24 | 13.1% | -181.4% | ||
| Q3 24 | 17.7% | 53.7% | ||
| Q2 24 | 14.7% | 36.2% | ||
| Q1 24 | 4.9% | 19.1% |
营业利润率
BYND
RXRX
| Q4 25 | -211.4% | -304.8% | ||
| Q3 25 | -160.0% | -3327.6% | ||
| Q2 25 | -46.6% | -916.8% | ||
| Q1 25 | -81.8% | -1297.9% | ||
| Q4 24 | -49.3% | -4042.4% | ||
| Q3 24 | -38.2% | -377.1% | ||
| Q2 24 | -36.4% | -697.4% | ||
| Q1 24 | -70.7% | -698.4% |
净利率
BYND
RXRX
| Q4 25 | — | -304.2% | ||
| Q3 25 | -157.6% | -3135.3% | ||
| Q2 25 | -39.0% | -894.2% | ||
| Q1 25 | -77.0% | -1373.3% | ||
| Q4 24 | — | -3935.5% | ||
| Q3 24 | -32.8% | -367.5% | ||
| Q2 24 | -37.0% | -676.6% | ||
| Q1 24 | -71.9% | -662.4% |
每股收益(稀释后)
BYND
RXRX
| Q4 25 | $0.68 | $-0.17 | ||
| Q3 25 | $-1.44 | $-0.36 | ||
| Q2 25 | $-0.38 | $-0.41 | ||
| Q1 25 | $-0.69 | $-0.50 | ||
| Q4 24 | $-0.65 | $-0.56 | ||
| Q3 24 | $-0.41 | $-0.34 | ||
| Q2 24 | $-0.53 | $-0.40 | ||
| Q1 24 | $-0.84 | $-0.39 |
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 | $743.3M |
| 总债务越低越好 | $415.7M | $9.6M |
| 股东权益账面价值 | $-997.0K | $1.1B |
| 总资产 | $614.7M | $1.5B |
| 负债/权益比越低杠杆越低 | — | 0.01× |
8季度趋势,按日历期对齐
现金及短期投资
BYND
RXRX
| Q4 25 | $203.9M | $743.3M | ||
| Q3 25 | $117.3M | $659.8M | ||
| Q2 25 | $103.5M | $525.1M | ||
| Q1 25 | $102.1M | $500.5M | ||
| Q4 24 | $131.9M | $594.4M | ||
| Q3 24 | $121.7M | $427.6M | ||
| Q2 24 | $144.9M | $474.3M | ||
| Q1 24 | $157.9M | $296.3M |
总债务
BYND
RXRX
| Q4 25 | $415.7M | $9.6M | ||
| Q3 25 | $1.2B | $11.9M | ||
| Q2 25 | $1.2B | $14.2M | ||
| Q1 25 | $1.1B | $16.4M | ||
| Q4 24 | $1.1B | $19.0M | ||
| Q3 24 | $1.1B | $20.5M | ||
| Q2 24 | $1.1B | $22.9M | ||
| Q1 24 | $1.1B | — |
股东权益
BYND
RXRX
| Q4 25 | $-997.0K | $1.1B | ||
| Q3 25 | $-784.1M | $1.0B | ||
| Q2 25 | $-677.0M | $919.1M | ||
| Q1 25 | $-649.5M | $933.9M | ||
| Q4 24 | $-601.2M | $1.0B | ||
| Q3 24 | $-611.9M | $524.6M | ||
| Q2 24 | $-590.0M | $584.4M | ||
| Q1 24 | $-561.4M | $401.2M |
总资产
BYND
RXRX
| Q4 25 | $614.7M | $1.5B | ||
| Q3 25 | $599.7M | $1.4B | ||
| Q2 25 | $691.7M | $1.3B | ||
| Q1 25 | $643.8M | $1.3B | ||
| Q4 24 | $678.1M | $1.4B | ||
| Q3 24 | $692.9M | $726.5M | ||
| Q2 24 | $711.2M | $775.9M | ||
| Q1 24 | $735.0M | $557.8M |
负债/权益比
BYND
RXRX
| Q4 25 | — | 0.01× | ||
| Q3 25 | — | 0.01× | ||
| Q2 25 | — | 0.02× | ||
| Q1 25 | — | 0.02× | ||
| Q4 24 | — | 0.02× | ||
| Q3 24 | — | 0.04× | ||
| Q2 24 | — | 0.04× | ||
| 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 | $-46.1M |
| 自由现金流经营现金流 - 资本支出 | $-49.8M | $-47.3M |
| 自由现金流率自由现金流/营收 | -80.8% | -133.1% |
| 资本支出强度资本支出/营收 | 4.8% | 3.5% |
| 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 | $-378.3M |
8季度趋势,按日历期对齐
经营现金流
BYND
RXRX
| Q4 25 | $-46.8M | $-46.1M | ||
| Q3 25 | $-38.8M | $-117.4M | ||
| Q2 25 | $-33.2M | $-76.4M | ||
| Q1 25 | $-26.1M | $-132.0M | ||
| Q4 24 | $-29.0M | $-115.4M | ||
| Q3 24 | $-22.0M | $-59.2M | ||
| Q2 24 | $-16.0M | $-82.2M | ||
| Q1 24 | $-31.8M | $-102.3M |
自由现金流
BYND
RXRX
| Q4 25 | $-49.8M | $-47.3M | ||
| Q3 25 | $-41.7M | $-117.6M | ||
| Q2 25 | $-35.1M | $-79.6M | ||
| Q1 25 | $-30.6M | $-133.8M | ||
| Q4 24 | $-35.4M | $-116.7M | ||
| Q3 24 | $-24.1M | $-63.8M | ||
| Q2 24 | $-17.3M | $-83.4M | ||
| Q1 24 | $-33.0M | $-109.0M |
自由现金流率
BYND
RXRX
| Q4 25 | -80.8% | -133.1% | ||
| Q3 25 | -59.4% | -2272.5% | ||
| Q2 25 | -46.9% | -413.9% | ||
| Q1 25 | -44.6% | -907.4% | ||
| Q4 24 | -46.2% | -2567.7% | ||
| Q3 24 | -29.7% | -244.6% | ||
| Q2 24 | -18.6% | -578.5% | ||
| Q1 24 | -43.7% | -789.9% |
资本支出强度
BYND
RXRX
| Q4 25 | 4.8% | 3.5% | ||
| Q3 25 | 4.1% | 4.7% | ||
| Q2 25 | 2.6% | 16.4% | ||
| Q1 25 | 6.5% | 12.4% | ||
| Q4 24 | 8.4% | 28.6% | ||
| Q3 24 | 2.5% | 17.5% | ||
| Q2 24 | 1.4% | 8.2% | ||
| Q1 24 | 1.6% | 48.2% |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图