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CASTLE BIOSCIENCES INC（CSTL）与Guardant Health, Inc.（GH）财务数据对比。点击上方公司名可切换其他公司
Guardant Health, Inc.的季度营收约是CASTLE BIOSCIENCES INC的3.2倍（$281.3M vs $87.0M）。Guardant Health, Inc.同比增速更快（39.4% vs 0.8%）。CASTLE BIOSCIENCES INC自由现金流更多（$19.7M vs $-54.2M）。过去两年Guardant Health, Inc.的营收复合增速更高（29.2% vs 9.2%）
Castle Biosciences是一家处于商业阶段的诊断企业，专注于开发和商业化针对黑色素瘤等皮肤癌及罕见病的专利临床诊断检测产品，主要服务美国医疗市场，聚焦未被满足的精准诊断需求领域，辅助临床医生制定治疗决策。
Guardant Health, Inc.是总部位于美国加利福尼亚州帕洛阿尔托的生物技术企业，由Helmy Eltoukhy与AmirAli Talasaz联合创立，目前二人共同出任公司首席执行官，统筹公司战略规划与日常运营管理工作。
CSTL vs GH — 直观对比
营收规模更大
GH
是对方的3.2倍
$87.0M
营收增速更快
GH
高出38.6%
0.8%
自由现金流更多
CSTL
多$74.0M
$-54.2M
两年增速更快
GH
近两年复合增速
9.2%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $87.0M | $281.3M |
| 净利润 | — | $-128.5M |
| 毛利率 | 79.0% | 64.6% |
| 营业利润率 | -4.4% | -43.0% |
| 净利率 | — | -45.7% |
| 营收同比 | 0.8% | 39.4% |
| 净利润同比 | — | -15.8% |
| 每股收益（稀释后） | $-0.06 | $-1.01 |
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CSTLGH
| Q4 25 | $87.0M | $281.3M | ||
| Q3 25 | $83.0M | $265.2M | ||
| Q2 25 | $86.2M | $232.1M | ||
| Q1 25 | $88.0M | $203.5M | ||
| Q4 24 | $86.3M | $201.8M | ||
| Q3 24 | $85.8M | $191.5M | ||
| Q2 24 | $87.0M | $177.2M | ||
| Q1 24 | $73.0M | $168.5M |
净利润CSTLGH
| Q4 25 | — | $-128.5M | ||
| Q3 25 | $-501.0K | $-92.7M | ||
| Q2 25 | $4.5M | $-99.9M | ||
| Q1 25 | $-25.8M | $-95.2M | ||
| Q4 24 | — | $-111.0M | ||
| Q3 24 | $2.3M | $-107.8M | ||
| Q2 24 | $8.9M | $-102.6M | ||
| Q1 24 | $-2.5M | $-115.0M |
毛利率CSTLGH
| Q4 25 | 79.0% | 64.6% | ||
| Q3 25 | 77.5% | 64.7% | ||
| Q2 25 | 79.5% | 65.0% | ||
| Q1 25 | 81.4% | 63.3% | ||
| Q4 24 | 81.3% | 61.6% | ||
| Q3 24 | 81.8% | 61.1% | ||
| Q2 24 | 83.3% | 59.1% | ||
| Q1 24 | 81.0% | 61.2% |
营业利润率CSTLGH
| Q4 25 | -4.4% | -43.0% | ||
| Q3 25 | -8.2% | -37.3% | ||
| Q2 25 | -4.9% | -45.9% | ||
| Q1 25 | -31.7% | -54.6% | ||
| Q4 24 | 4.7% | -62.4% | ||
| Q3 24 | 5.9% | -61.3% | ||
| Q2 24 | 5.8% | -56.8% | ||
| Q1 24 | -7.5% | -59.2% |
净利率CSTLGH
| Q4 25 | — | -45.7% | ||
| Q3 25 | -0.6% | -35.0% | ||
| Q2 25 | 5.2% | -43.0% | ||
| Q1 25 | -29.4% | -46.8% | ||
| Q4 24 | — | -55.0% | ||
| Q3 24 | 2.6% | -56.3% | ||
| Q2 24 | 10.3% | -57.9% | ||
| Q1 24 | -3.5% | -68.2% |
每股收益（稀释后）CSTLGH
| Q4 25 | $-0.06 | $-1.01 | ||
| Q3 25 | $-0.02 | $-0.74 | ||
| Q2 25 | $0.15 | $-0.80 | ||
| Q1 25 | $-0.90 | $-0.77 | ||
| Q4 24 | $0.32 | $-0.90 | ||
| Q3 24 | $0.08 | $-0.88 | ||
| Q2 24 | $0.31 | $-0.84 | ||
| Q1 24 | $-0.09 | $-0.94 |
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 | $299.5M | $378.2M |
| 总债务越低越好 | $10.1M | $1.5B |
| 股东权益账面价值 | $470.9M | $-99.3M |
| 总资产 | $578.6M | $2.0B |
| 负债/权益比越低杠杆越低 | 0.02× | — |
8季度趋势，按日历期对齐
现金及短期投资CSTLGH
| Q4 25 | $299.5M | $378.2M | ||
| Q3 25 | $287.5M | $580.0M | ||
| Q2 25 | $275.9M | $629.1M | ||
| Q1 25 | $275.2M | $698.6M | ||
| Q4 24 | $293.1M | $525.5M | ||
| Q3 24 | $95.0M | $585.0M | ||
| Q2 24 | $85.6M | $933.7M | ||
| Q1 24 | $82.9M | $1.0B |
总债务CSTLGH
| Q4 25 | $10.1M | $1.5B | ||
| Q3 25 | $10.0M | $1.1B | ||
| Q2 25 | $10.0M | $1.1B | ||
| Q1 25 | $10.0M | $1.1B | ||
| Q4 24 | $10.0M | $1.1B | ||
| Q3 24 | $10.0M | — | ||
| Q2 24 | $10.0M | — | ||
| Q1 24 | $10.0M | — |
股东权益CSTLGH
| Q4 25 | $470.9M | $-99.3M | ||
| Q3 25 | $467.0M | $-354.5M | ||
| Q2 25 | $455.4M | $-305.5M | ||
| Q1 25 | $440.3M | $-250.8M | ||
| Q4 24 | $455.8M | $-139.6M | ||
| Q3 24 | $441.1M | $-60.1M | ||
| Q2 24 | $423.9M | $-1.6M | ||
| Q1 24 | $402.5M | $68.3M |
总资产CSTLGH
| Q4 25 | $578.6M | $2.0B | ||
| Q3 25 | $562.8M | $1.3B | ||
| Q2 25 | $544.7M | $1.3B | ||
| Q1 25 | $501.7M | $1.3B | ||
| Q4 24 | $531.2M | $1.5B | ||
| Q3 24 | $514.6M | $1.5B | ||
| Q2 24 | $487.3M | $1.6B | ||
| Q1 24 | $458.5M | $1.7B |
负债/权益比CSTLGH
| Q4 25 | 0.02× | — | ||
| Q3 25 | 0.02× | — | ||
| Q2 25 | 0.02× | — | ||
| Q1 25 | 0.02× | — | ||
| Q4 24 | 0.02× | — | ||
| Q3 24 | 0.02× | — | ||
| Q2 24 | 0.02× | — | ||
| Q1 24 | 0.02× | — |
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 | $26.9M | $-26.4M |
| 自由现金流经营现金流 - 资本支出 | $19.7M | $-54.2M |
| 自由现金流率自由现金流/营收 | 22.7% | -19.3% |
| 资本支出强度资本支出/营收 | 8.3% | 9.9% |
| 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 | $28.3M | $-233.1M |
8季度趋势，按日历期对齐
经营现金流CSTLGH
| Q4 25 | $26.9M | $-26.4M | ||
| Q3 25 | $22.6M | $-35.4M | ||
| Q2 25 | $20.8M | $-60.3M | ||
| Q1 25 | $-6.0M | $-62.7M | ||
| Q4 24 | $24.4M | $-64.5M | ||
| Q3 24 | $23.3M | $-51.1M | ||
| Q2 24 | $24.0M | $-94.0M | ||
| Q1 24 | $-6.8M | $-30.3M |
自由现金流CSTLGH
| Q4 25 | $19.7M | $-54.2M | ||
| Q3 25 | $7.8M | $-45.8M | ||
| Q2 25 | $11.6M | $-65.9M | ||
| Q1 25 | $-10.8M | $-67.1M | ||
| Q4 24 | $16.8M | $-83.4M | ||
| Q3 24 | $17.0M | $-55.3M | ||
| Q2 24 | $18.8M | $-99.1M | ||
| Q1 24 | $-16.0M | $-37.2M |
自由现金流率CSTLGH
| Q4 25 | 22.7% | -19.3% | ||
| Q3 25 | 9.4% | -17.3% | ||
| Q2 25 | 13.4% | -28.4% | ||
| Q1 25 | -12.2% | -33.0% | ||
| Q4 24 | 19.5% | -41.3% | ||
| Q3 24 | 19.8% | -28.9% | ||
| Q2 24 | 21.6% | -55.9% | ||
| Q1 24 | -21.9% | -22.1% |
资本支出强度CSTLGH
| Q4 25 | 8.3% | 9.9% | ||
| Q3 25 | 17.9% | 3.9% | ||
| Q2 25 | 10.7% | 2.4% | ||
| Q1 25 | 5.4% | 2.2% | ||
| Q4 24 | 8.8% | 9.4% | ||
| Q3 24 | 7.4% | 2.2% | ||
| Q2 24 | 6.0% | 2.9% | ||
| Q1 24 | 12.5% | 4.1% |
现金转化率CSTLGH
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 4.60× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 10.29× | — | ||
| Q2 24 | 2.69× | — | ||
| 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
CSTL
| Dermatologic | $48.6M | 56% |
| Non Dermatologic | $38.4M | 44% |
GH
| Oncology | $189.9M | 68% |
| Biopharma Data | $54.0M | 19% |
| Screening | $35.1M | 12% |
| Licensing Other | $2.2M | 1% |
