vs
CrowdStrike（CRWD）与Royalty Pharma plc（RPRX）财务数据对比。点击上方公司名可切换其他公司
CrowdStrike的季度营收约是Royalty Pharma plc的2.0倍（$1.2B vs $622.0M），Royalty Pharma plc净利率更高（34.4% vs -2.8%，领先37.2%），CrowdStrike同比增速更快（22.2% vs 4.8%），过去两年CrowdStrike的营收复合增速更高（20.8% vs 4.6%）
CrowdStrike Holdings, Inc.是总部位于美国得克萨斯州奥斯汀的网络安全科技企业，核心业务涵盖终端安全防护、威胁情报提供与网络攻击响应服务，可为全球各行业客户有效应对各类网络安全风险，保障系统与数据安全。
本公司是总部位于美国马萨诸塞州剑桥市的临床阶段生物制药企业，专注于研发可调节转化生长因子β（TGF-β）超家族蛋白的药物，该类蛋白在红细胞、肌肉、骨骼、血管等细胞与组织的生长修复过程中发挥核心作用。
CRWD vs RPRX — 直观对比
营收规模更大
CRWD
是对方的2.0倍
$622.0M
营收增速更快
CRWD
高出17.4%
4.8%
净利率更高
RPRX
高出37.2%
-2.8%
两年增速更快
CRWD
近两年复合增速
4.6%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $622.0M |
| 净利润 | $-34.0M | $214.2M |
| 毛利率 | 75.1% | — |
| 营业利润率 | -5.6% | 62.4% |
| 净利率 | -2.8% | 34.4% |
| 营收同比 | 22.2% | 4.8% |
| 净利润同比 | -102.1% | 2.9% |
| 每股收益（稀释后） | $-0.14 | $0.49 |
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CRWDRPRX
| Q4 25 | $1.2B | $622.0M | ||
| Q3 25 | $1.2B | $609.3M | ||
| Q2 25 | $1.1B | $578.7M | ||
| Q1 25 | $1.1B | $568.2M | ||
| Q4 24 | $1.0B | $593.6M | ||
| Q3 24 | $963.9M | $564.7M | ||
| Q2 24 | $921.0M | $537.3M | ||
| Q1 24 | $845.3M | $568.0M |
净利润CRWDRPRX
| Q4 25 | $-34.0M | $214.2M | ||
| Q3 25 | $-77.7M | $288.2M | ||
| Q2 25 | $-110.2M | $30.2M | ||
| Q1 25 | $-92.3M | $238.3M | ||
| Q4 24 | $-16.8M | $208.2M | ||
| Q3 24 | $47.0M | $544.0M | ||
| Q2 24 | $42.8M | $102.0M | ||
| Q1 24 | $53.7M | $4.8M |
毛利率CRWDRPRX
| Q4 25 | 75.1% | — | ||
| Q3 25 | 73.5% | — | ||
| Q2 25 | 73.8% | — | ||
| Q1 25 | 74.1% | — | ||
| Q4 24 | 74.7% | — | ||
| Q3 24 | 75.4% | — | ||
| Q2 24 | 75.6% | — | ||
| Q1 24 | 75.3% | — |
营业利润率CRWDRPRX
| Q4 25 | -5.6% | 62.4% | ||
| Q3 25 | -9.7% | 70.1% | ||
| Q2 25 | -11.3% | 36.3% | ||
| Q1 25 | -8.1% | 94.0% | ||
| Q4 24 | -5.5% | 60.9% | ||
| Q3 24 | 1.4% | — | ||
| Q2 24 | 0.8% | 50.2% | ||
| Q1 24 | 3.5% | -13.0% |
净利率CRWDRPRX
| Q4 25 | -2.8% | 34.4% | ||
| Q3 25 | -6.6% | 47.3% | ||
| Q2 25 | -10.0% | 5.2% | ||
| Q1 25 | -8.7% | 41.9% | ||
| Q4 24 | -1.7% | 35.1% | ||
| Q3 24 | 4.9% | 96.3% | ||
| Q2 24 | 4.6% | 19.0% | ||
| Q1 24 | 6.4% | 0.8% |
每股收益（稀释后）CRWDRPRX
| Q4 25 | $-0.14 | $0.49 | ||
| Q3 25 | $-0.31 | $0.67 | ||
| Q2 25 | $-0.44 | $0.07 | ||
| Q1 25 | $-0.37 | $0.55 | ||
| Q4 24 | $-0.07 | $0.46 | ||
| Q3 24 | $0.19 | $1.21 | ||
| Q2 24 | $0.17 | $0.23 | ||
| Q1 24 | $0.23 | $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 | $4.8B | $618.7M |
| 总债务越低越好 | — | $9.0B |
| 股东权益账面价值 | $4.0B | $9.7B |
| 总资产 | $10.0B | $19.6B |
| 负债/权益比越低杠杆越低 | — | 0.92× |
8季度趋势，按日历期对齐
现金及短期投资CRWDRPRX
| Q4 25 | $4.8B | $618.7M | ||
| Q3 25 | $5.0B | $938.9M | ||
| Q2 25 | $4.6B | $631.9M | ||
| Q1 25 | $4.3B | $1.1B | ||
| Q4 24 | $4.3B | $929.0M | ||
| Q3 24 | $4.0B | $950.1M | ||
| Q2 24 | $3.7B | $1.8B | ||
| Q1 24 | $3.5B | $843.0M |
总债务CRWDRPRX
| Q4 25 | — | $9.0B | ||
| Q3 25 | — | $8.9B | ||
| Q2 25 | — | $8.0B | ||
| Q1 25 | — | $7.6B | ||
| Q4 24 | — | $7.6B | ||
| Q3 24 | — | $7.6B | ||
| Q2 24 | — | $7.6B | ||
| Q1 24 | — | $6.1B |
股东权益CRWDRPRX
| Q4 25 | $4.0B | $9.7B | ||
| Q3 25 | $3.8B | $9.6B | ||
| Q2 25 | $3.5B | $9.5B | ||
| Q1 25 | $3.3B | $9.8B | ||
| Q4 24 | $3.1B | $10.3B | ||
| Q3 24 | $2.9B | $10.3B | ||
| Q2 24 | $2.5B | $9.8B | ||
| Q1 24 | $2.3B | $9.9B |
总资产CRWDRPRX
| Q4 25 | $10.0B | $19.6B | ||
| Q3 25 | $9.3B | $19.3B | ||
| Q2 25 | $8.7B | $18.3B | ||
| Q1 25 | $8.7B | $17.6B | ||
| Q4 24 | $7.8B | $18.2B | ||
| Q3 24 | $7.2B | $18.0B | ||
| Q2 24 | $6.8B | $17.7B | ||
| Q1 24 | $6.6B | $16.1B |
负债/权益比CRWDRPRX
| Q4 25 | — | 0.92× | ||
| Q3 25 | — | 0.93× | ||
| Q2 25 | — | 0.84× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 0.74× | ||
| Q2 24 | — | 0.78× | ||
| Q1 24 | — | 0.62× |
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 | $397.5M | $827.1M |
| 自由现金流经营现金流 - 资本支出 | $314.1M | — |
| 自由现金流率自由现金流/营收 | 25.5% | — |
| 资本支出强度资本支出/营收 | 6.8% | — |
| 现金转化率经营现金流/净利润 | — | 3.86× |
| 过去12个月自由现金流最近4个季度 | $1.2B | — |
8季度趋势，按日历期对齐
经营现金流CRWDRPRX
| Q4 25 | $397.5M | $827.1M | ||
| Q3 25 | $332.8M | $702.6M | ||
| Q2 25 | $384.1M | $364.0M | ||
| Q1 25 | $345.7M | $596.1M | ||
| Q4 24 | $326.1M | $742.5M | ||
| Q3 24 | $326.6M | $703.6M | ||
| Q2 24 | $383.2M | $658.2M | ||
| Q1 24 | $347.0M | $664.6M |
自由现金流CRWDRPRX
| Q4 25 | $314.1M | — | ||
| Q3 25 | $302.3M | — | ||
| Q2 25 | $298.4M | — | ||
| Q1 25 | $258.5M | — | ||
| Q4 24 | $247.4M | — | ||
| Q3 24 | $287.4M | — | ||
| Q2 24 | $333.5M | — | ||
| Q1 24 | $294.4M | — |
自由现金流率CRWDRPRX
| Q4 25 | 25.5% | — | ||
| Q3 25 | 25.9% | — | ||
| Q2 25 | 27.0% | — | ||
| Q1 25 | 24.4% | — | ||
| Q4 24 | 24.5% | — | ||
| Q3 24 | 29.8% | — | ||
| Q2 24 | 36.2% | — | ||
| Q1 24 | 34.8% | — |
资本支出强度CRWDRPRX
| Q4 25 | 6.8% | — | ||
| Q3 25 | 2.6% | — | ||
| Q2 25 | 7.8% | — | ||
| Q1 25 | 8.2% | — | ||
| Q4 24 | 7.8% | — | ||
| Q3 24 | 4.1% | — | ||
| Q2 24 | 5.4% | — | ||
| Q1 24 | 6.2% | — |
现金转化率CRWDRPRX
| Q4 25 | — | 3.86× | ||
| Q3 25 | — | 2.44× | ||
| Q2 25 | — | 12.06× | ||
| Q1 25 | — | 2.50× | ||
| Q4 24 | — | 3.57× | ||
| Q3 24 | 6.95× | 1.29× | ||
| Q2 24 | 8.95× | 6.45× | ||
| Q1 24 | 6.46× | 139.10× |
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
CRWD
| Subscription And Circulation | $1.2B | 95% |
| Professional Services | $65.5M | 5% |
RPRX
| Financial Royalty Assets | $592.4M | 95% |
| Royalty Income Other | $29.6M | 5% |
