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CASTLE BIOSCIENCES INC（CSTL）与Natera, Inc.（NTRA）财务数据对比。点击上方公司名可切换其他公司
Natera, Inc.的季度营收约是CASTLE BIOSCIENCES INC的7.6倍（$665.5M vs $87.0M）。Natera, Inc.同比增速更快（39.8% vs 0.8%）。Natera, Inc.自由现金流更多（$37.8M vs $19.7M）。过去两年Natera, Inc.的营收复合增速更高（34.5% 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。
Natera是总部位于美国得克萨斯州奥斯汀的临床基因检测企业，主打无创游离DNA（cfDNA）检测技术，业务覆盖女性健康、肿瘤及器官健康三大核心赛道。其自研专利技术结合前沿分子生物学手段与生物信息学工具矩阵，可实现单管血液样本中低至单个分子级别的高灵敏度检测。
CSTL vs NTRA — 直观对比
营收规模更大
NTRA
是对方的7.6倍
$87.0M
营收增速更快
NTRA
高出39.0%
0.8%
自由现金流更多
NTRA
多$18.1M
$19.7M
两年增速更快
NTRA
近两年复合增速
9.2%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $87.0M | $665.5M |
| 净利润 | — | $47.3M |
| 毛利率 | 79.0% | — |
| 营业利润率 | -4.4% | -3.4% |
| 净利率 | — | 7.1% |
| 营收同比 | 0.8% | 39.8% |
| 净利润同比 | — | 187.9% |
| 每股收益（稀释后） | $-0.06 | $0.36 |
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CSTLNTRA
| Q4 25 | $87.0M | $665.5M | ||
| Q3 25 | $83.0M | $592.2M | ||
| Q2 25 | $86.2M | $546.6M | ||
| Q1 25 | $88.0M | $501.8M | ||
| Q4 24 | $86.3M | $476.1M | ||
| Q3 24 | $85.8M | $439.8M | ||
| Q2 24 | $87.0M | $413.4M | ||
| Q1 24 | $73.0M | $367.7M |
净利润CSTLNTRA
| Q4 25 | — | $47.3M | ||
| Q3 25 | $-501.0K | $-87.5M | ||
| Q2 25 | $4.5M | $-100.9M | ||
| Q1 25 | $-25.8M | $-66.9M | ||
| Q4 24 | — | $-53.8M | ||
| Q3 24 | $2.3M | $-31.6M | ||
| Q2 24 | $8.9M | $-37.5M | ||
| Q1 24 | $-2.5M | $-67.6M |
毛利率CSTLNTRA
| Q4 25 | 79.0% | — | ||
| Q3 25 | 77.5% | — | ||
| Q2 25 | 79.5% | — | ||
| Q1 25 | 81.4% | — | ||
| Q4 24 | 81.3% | — | ||
| Q3 24 | 81.8% | — | ||
| Q2 24 | 83.3% | — | ||
| Q1 24 | 81.0% | — |
营业利润率CSTLNTRA
| Q4 25 | -4.4% | -3.4% | ||
| Q3 25 | -8.2% | -16.5% | ||
| Q2 25 | -4.9% | -20.2% | ||
| Q1 25 | -31.7% | -15.8% | ||
| Q4 24 | 4.7% | -13.6% | ||
| Q3 24 | 5.9% | -8.9% | ||
| Q2 24 | 5.8% | -10.6% | ||
| Q1 24 | -7.5% | -20.2% |
净利率CSTLNTRA
| Q4 25 | — | 7.1% | ||
| Q3 25 | -0.6% | -14.8% | ||
| Q2 25 | 5.2% | -18.5% | ||
| Q1 25 | -29.4% | -13.3% | ||
| Q4 24 | — | -11.3% | ||
| Q3 24 | 2.6% | -7.2% | ||
| Q2 24 | 10.3% | -9.1% | ||
| Q1 24 | -3.5% | -18.4% |
每股收益（稀释后）CSTLNTRA
| Q4 25 | $-0.06 | $0.36 | ||
| Q3 25 | $-0.02 | $-0.64 | ||
| Q2 25 | $0.15 | $-0.74 | ||
| Q1 25 | $-0.90 | $-0.50 | ||
| Q4 24 | $0.32 | $-0.41 | ||
| Q3 24 | $0.08 | $-0.26 | ||
| Q2 24 | $0.31 | $-0.30 | ||
| Q1 24 | $-0.09 | $-0.56 |
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 | — |
| 总债务越低越好 | $10.1M | — |
| 股东权益账面价值 | $470.9M | $1.7B |
| 总资产 | $578.6M | $2.4B |
| 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CSTLNTRA
| Q4 25 | $299.5M | — | ||
| Q3 25 | $287.5M | $1.0M | ||
| Q2 25 | $275.9M | $16.0M | ||
| Q1 25 | $275.2M | $17.8M | ||
| Q4 24 | $293.1M | $22.7M | ||
| Q3 24 | $95.0M | $29.5M | ||
| Q2 24 | $85.6M | $90.3M | ||
| Q1 24 | $82.9M | $69.1M |
总债务CSTLNTRA
| Q4 25 | $10.1M | — | ||
| Q3 25 | $10.0M | — | ||
| Q2 25 | $10.0M | — | ||
| Q1 25 | $10.0M | — | ||
| Q4 24 | $10.0M | — | ||
| Q3 24 | $10.0M | — | ||
| Q2 24 | $10.0M | — | ||
| Q1 24 | $10.0M | — |
股东权益CSTLNTRA
| Q4 25 | $470.9M | $1.7B | ||
| Q3 25 | $467.0M | $1.3B | ||
| Q2 25 | $455.4M | $1.2B | ||
| Q1 25 | $440.3M | $1.2B | ||
| Q4 24 | $455.8M | $1.2B | ||
| Q3 24 | $441.1M | $878.5M | ||
| Q2 24 | $423.9M | $836.5M | ||
| Q1 24 | $402.5M | $794.1M |
总资产CSTLNTRA
| Q4 25 | $578.6M | $2.4B | ||
| Q3 25 | $562.8M | $1.8B | ||
| Q2 25 | $544.7M | $1.8B | ||
| Q1 25 | $501.7M | $1.7B | ||
| Q4 24 | $531.2M | $1.7B | ||
| Q3 24 | $514.6M | $1.6B | ||
| Q2 24 | $487.3M | $1.5B | ||
| Q1 24 | $458.5M | $1.5B |
负债/权益比CSTLNTRA
| 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 | $73.9M |
| 自由现金流经营现金流 - 资本支出 | $19.7M | $37.8M |
| 自由现金流率自由现金流/营收 | 22.7% | 5.7% |
| 资本支出强度资本支出/营收 | 8.3% | 5.4% |
| 现金转化率经营现金流/净利润 | — | 1.56× |
| 过去12个月自由现金流最近4个季度 | $28.3M | $109.1M |
8季度趋势，按日历期对齐
经营现金流CSTLNTRA
| Q4 25 | $26.9M | $73.9M | ||
| Q3 25 | $22.6M | $59.4M | ||
| Q2 25 | $20.8M | $37.6M | ||
| Q1 25 | $-6.0M | $44.5M | ||
| Q4 24 | $24.4M | $52.9M | ||
| Q3 24 | $23.3M | $51.8M | ||
| Q2 24 | $24.0M | $4.0M | ||
| Q1 24 | $-6.8M | $27.0M |
自由现金流CSTLNTRA
| Q4 25 | $19.7M | $37.8M | ||
| Q3 25 | $7.8M | $37.0M | ||
| Q2 25 | $11.6M | $11.7M | ||
| Q1 25 | $-10.8M | $22.6M | ||
| Q4 24 | $16.8M | $34.8M | ||
| Q3 24 | $17.0M | $35.5M | ||
| Q2 24 | $18.8M | $-7.7M | ||
| Q1 24 | $-16.0M | $6.7M |
自由现金流率CSTLNTRA
| Q4 25 | 22.7% | 5.7% | ||
| Q3 25 | 9.4% | 6.2% | ||
| Q2 25 | 13.4% | 2.1% | ||
| Q1 25 | -12.2% | 4.5% | ||
| Q4 24 | 19.5% | 7.3% | ||
| Q3 24 | 19.8% | 8.1% | ||
| Q2 24 | 21.6% | -1.9% | ||
| Q1 24 | -21.9% | 1.8% |
资本支出强度CSTLNTRA
| Q4 25 | 8.3% | 5.4% | ||
| Q3 25 | 17.9% | 3.8% | ||
| Q2 25 | 10.7% | 4.7% | ||
| Q1 25 | 5.4% | 4.3% | ||
| Q4 24 | 8.8% | 3.8% | ||
| Q3 24 | 7.4% | 3.7% | ||
| Q2 24 | 6.0% | 2.8% | ||
| Q1 24 | 12.5% | 5.5% |
现金转化率CSTLNTRA
| Q4 25 | — | 1.56× | ||
| 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% |
NTRA
暂无分部数据
