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ChargePoint Holdings, Inc.（CHPT）与Ultragenyx Pharmaceutical Inc.（RARE）财务数据对比。点击上方公司名可切换其他公司
Ultragenyx Pharmaceutical Inc.的季度营收约是ChargePoint Holdings, Inc.的2.0倍（$207.3M vs $105.7M），ChargePoint Holdings, Inc.净利率更高（-49.7% vs -62.0%，领先12.4%），Ultragenyx Pharmaceutical Inc.同比增速更快（25.9% vs 6.1%），ChargePoint Holdings, Inc.自由现金流更多（$-23.6M vs $-100.8M），过去两年Ultragenyx Pharmaceutical Inc.的营收复合增速更高（38.0% vs -4.5%）
ChargePoint Holdings, Inc.是总部位于美国加利福尼亚州坎贝尔的电动汽车基础设施企业，运营着全球规模最大的独立所有电动汽车充电桩在线网络，站点覆盖14个国家，同时也自主研发生产相关充电技术设备。
Ultragenyx Pharmaceutical Inc.是一家总部位于美国的生物制药企业，专注于研发罕见病和超罕见遗传病的创新治疗方案，这类疾病目前大多无获批疗法，存在大量未被满足的临床需求。公司覆盖生物制剂、小分子药物、基因疗法、反义寡核苷酸及mRNA等多种药物技术平台，研发管线涵盖骨骼、内分泌、代谢、肌肉及中枢神经系统疾病领域。
CHPT vs RARE — 直观对比
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $105.7M | $207.3M |
| 净利润 | $-52.5M | $-128.6M |
| 毛利率 | 30.7% | — |
| 营业利润率 | -42.0% | -54.7% |
| 净利率 | -49.7% | -62.0% |
| 营收同比 | 6.1% | 25.9% |
| 净利润同比 | 32.4% | 3.5% |
| 每股收益（稀释后） | $-2.23 | $-1.28 |
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
| Q4 25 | $105.7M | $207.3M | ||
| Q3 25 | $98.6M | $159.9M | ||
| Q2 25 | $97.6M | $166.5M | ||
| Q1 25 | $101.9M | $139.3M | ||
| Q4 24 | $99.6M | $164.6M | ||
| Q3 24 | $108.5M | $139.5M | ||
| Q2 24 | $107.0M | $147.0M | ||
| Q1 24 | $115.8M | $108.8M |
| Q4 25 | $-52.5M | $-128.6M | ||
| Q3 25 | $-66.2M | $-180.4M | ||
| Q2 25 | $-57.1M | $-115.0M | ||
| Q1 25 | $-58.8M | $-151.1M | ||
| Q4 24 | $-77.6M | $-133.2M | ||
| Q3 24 | $-68.9M | $-133.5M | ||
| Q2 24 | $-71.8M | $-131.6M | ||
| Q1 24 | $-94.7M | $-170.7M |
| Q4 25 | 30.7% | — | ||
| Q3 25 | 31.2% | — | ||
| Q2 25 | 28.7% | — | ||
| Q1 25 | 28.2% | — | ||
| Q4 24 | 22.9% | — | ||
| Q3 24 | 23.6% | — | ||
| Q2 24 | 22.1% | — | ||
| Q1 24 | 19.3% | — |
| Q4 25 | -42.0% | -54.7% | ||
| Q3 25 | -59.8% | -106.9% | ||
| Q2 25 | -55.1% | -64.8% | ||
| Q1 25 | -53.9% | -102.6% | ||
| Q4 24 | -68.4% | -74.3% | ||
| Q3 24 | -57.8% | -94.6% | ||
| Q2 24 | -62.7% | -79.1% | ||
| Q1 24 | -80.2% | -151.9% |
| Q4 25 | -49.7% | -62.0% | ||
| Q3 25 | -67.1% | -112.8% | ||
| Q2 25 | -58.5% | -69.0% | ||
| Q1 25 | -57.7% | -108.5% | ||
| Q4 24 | -77.9% | -80.9% | ||
| Q3 24 | -63.5% | -95.7% | ||
| Q2 24 | -67.1% | -89.5% | ||
| Q1 24 | -81.8% | -156.8% |
| Q4 25 | $-2.23 | $-1.28 | ||
| Q3 25 | $-2.85 | $-1.81 | ||
| Q2 25 | $-0.12 | $-1.17 | ||
| Q1 25 | $-5.83 | $-1.57 | ||
| Q4 24 | $-3.56 | $-1.34 | ||
| Q3 24 | $-3.22 | $-1.40 | ||
| Q2 24 | $-0.17 | $-1.52 | ||
| Q1 24 | $-23.36 | $-2.03 |
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 | $180.5M | $421.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $38.4M | $-80.0M |
| 总资产 | $848.0M | $1.5B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q4 25 | $180.5M | $421.0M | ||
| Q3 25 | $194.1M | $202.5M | ||
| Q2 25 | $195.9M | $176.3M | ||
| Q1 25 | $224.6M | $127.1M | ||
| Q4 24 | $219.4M | $174.0M | ||
| Q3 24 | $243.3M | $150.6M | ||
| Q2 24 | $261.9M | $480.7M | ||
| Q1 24 | $327.4M | $112.3M |
| Q4 25 | $38.4M | $-80.0M | ||
| Q3 25 | $70.7M | $9.2M | ||
| Q2 25 | $118.6M | $151.3M | ||
| Q1 25 | $137.5M | $144.2M | ||
| Q4 24 | $181.0M | $255.0M | ||
| Q3 24 | $230.9M | $346.8M | ||
| Q2 24 | $277.9M | $432.4M | ||
| Q1 24 | $327.7M | $140.3M |
| Q4 25 | $848.0M | $1.5B | ||
| Q3 25 | $870.3M | $1.2B | ||
| Q2 25 | $897.6M | $1.3B | ||
| Q1 25 | $898.2M | $1.3B | ||
| Q4 24 | $966.3M | $1.5B | ||
| Q3 24 | $1.0B | $1.5B | ||
| Q2 24 | $1.1B | $1.6B | ||
| Q1 24 | $1.1B | $1.3B |
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 | $-22.5M | $-99.8M |
| 自由现金流经营现金流 - 资本支出 | $-23.6M | $-100.8M |
| 自由现金流率自由现金流/营收 | -22.3% | -48.6% |
| 资本支出强度资本支出/营收 | 1.0% | 0.5% |
| 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 | $-69.6M | $-472.0M |
8季度趋势，按日历期对齐
| Q4 25 | $-22.5M | $-99.8M | ||
| Q3 25 | $-6.2M | $-91.4M | ||
| Q2 25 | $-33.0M | $-108.3M | ||
| Q1 25 | $-2.7M | $-166.5M | ||
| Q4 24 | $-30.6M | $-79.3M | ||
| Q3 24 | $-51.2M | $-67.0M | ||
| Q2 24 | $-62.5M | $-77.0M | ||
| Q1 24 | $-41.5M | $-190.7M |
| Q4 25 | $-23.6M | $-100.8M | ||
| Q3 25 | $-7.5M | $-92.7M | ||
| Q2 25 | $-34.0M | $-110.7M | ||
| Q1 25 | $-4.6M | $-167.8M | ||
| Q4 24 | $-33.4M | $-79.5M | ||
| Q3 24 | $-55.0M | $-68.6M | ||
| Q2 24 | $-66.0M | $-79.0M | ||
| Q1 24 | $-46.2M | $-193.9M |
| Q4 25 | -22.3% | -48.6% | ||
| Q3 25 | -7.6% | -58.0% | ||
| Q2 25 | -34.9% | -66.5% | ||
| Q1 25 | -4.5% | -120.5% | ||
| Q4 24 | -33.5% | -48.3% | ||
| Q3 24 | -50.7% | -49.2% | ||
| Q2 24 | -61.7% | -53.7% | ||
| Q1 24 | -39.9% | -178.2% |
| Q4 25 | 1.0% | 0.5% | ||
| Q3 25 | 1.3% | 0.8% | ||
| Q2 25 | 1.1% | 1.5% | ||
| Q1 25 | 1.9% | 1.0% | ||
| Q4 24 | 2.8% | 0.1% | ||
| Q3 24 | 3.5% | 1.2% | ||
| Q2 24 | 3.2% | 1.4% | ||
| Q1 24 | 4.1% | 3.0% |
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
CHPT
| Products | $56.4M | 53% |
| License And Service | $42.0M | 40% |
| Other | $7.3M | 7% |
RARE
| Royalty | $105.6M | 51% |
| Products | $101.7M | 49% |
