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DBV Technologies S.A.（DBVT）与Marathon Bancorp, Inc.（MBBC）财务数据对比。点击上方公司名可切换其他公司
DBV Technologies S.A.的季度营收约是Marathon Bancorp, Inc.的1.2倍（$2.8M vs $2.2M），Marathon Bancorp, Inc.净利率更高（22.3% vs -1195.5%，领先1217.8%），DBV Technologies S.A.同比增速更快（158.8% vs 41.7%），Marathon Bancorp, Inc.自由现金流更多（$1.4M vs $-32.6M），过去两年Marathon Bancorp, Inc.的营收复合增速更高（20.3% vs 12.4%）
DBV Technologies是一家总部位于法国巴涅的公开上市生物制药企业，核心研发成果为Viaskin给药技术，可在不进入血液循环的前提下，让过敏原或抗原作用于完整皮肤。其花生过敏疗法Viaskin Peanut的临床开发，已获得美国食品药品监督管理局授予快速通道资格。
Marathon Bancorp, Inc.是总部位于美国马里兰州的金融控股公司，旗下运营社区银行子公司，面向马里兰州本地个人及中小企业客户提供存款账户、消费贷款、商业抵押贷款、小微企业融资等全品类零售及商业银行服务。
DBVT vs MBBC — 直观对比
营收规模更大
DBVT
是对方的1.2倍
$2.2M
营收增速更快
DBVT
高出117.1%
41.7%
净利率更高
MBBC
高出1217.8%
-1195.5%
自由现金流更多
MBBC
多$34.0M
$-32.6M
两年增速更快
MBBC
近两年复合增速
12.4%
损益表 — Q3 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.8M | $2.2M |
| 净利润 | $-33.2M | $501.4K |
| 毛利率 | — | — |
| 营业利润率 | -1235.7% | 26.2% |
| 净利率 | -1195.5% | 22.3% |
| 营收同比 | 158.8% | 41.7% |
| 净利润同比 | -8.9% | 880.7% |
| 每股收益（稀释后） | $-0.24 | $0.19 |
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DBVTMBBC
| Q4 25 | — | $2.2M | ||
| Q3 25 | $2.8M | $2.1M | ||
| Q2 25 | $1.5M | $1.9M | ||
| Q1 25 | — | $1.7M | ||
| Q4 24 | — | $1.6M | ||
| Q3 24 | — | $1.6M | ||
| Q2 24 | $1.2M | $1.6M | ||
| Q1 24 | $1.4M | $1.6M |
净利润DBVTMBBC
| Q4 25 | — | $501.4K | ||
| Q3 25 | $-33.2M | $444.3K | ||
| Q2 25 | $-41.9M | $-332.0K | ||
| Q1 25 | — | $148.4K | ||
| Q4 24 | — | $51.1K | ||
| Q3 24 | — | $174.9K | ||
| Q2 24 | $-33.1M | $85.8K | ||
| Q1 24 | $-27.3M | $-631.1K |
营业利润率DBVTMBBC
| Q4 25 | — | 26.2% | ||
| Q3 25 | -1235.7% | 25.5% | ||
| Q2 25 | -2806.2% | -25.7% | ||
| Q1 25 | — | 11.6% | ||
| Q4 24 | — | 3.3% | ||
| Q3 24 | — | 13.4% | ||
| Q2 24 | -2914.9% | 4.1% | ||
| Q1 24 | -2029.7% | -53.7% |
净利率DBVTMBBC
| Q4 25 | — | 22.3% | ||
| Q3 25 | -1195.5% | 20.7% | ||
| Q2 25 | -2858.4% | -18.9% | ||
| Q1 25 | — | 8.9% | ||
| Q4 24 | — | 3.2% | ||
| Q3 24 | — | 10.8% | ||
| Q2 24 | -2852.4% | 6.2% | ||
| Q1 24 | -1943.5% | -40.7% |
每股收益（稀释后）DBVTMBBC
| Q4 25 | — | $0.19 | ||
| Q3 25 | $-0.24 | $0.17 | ||
| Q2 25 | $-0.31 | $-0.13 | ||
| Q1 25 | — | $0.07 | ||
| Q4 24 | — | $0.02 | ||
| Q3 24 | — | $0.06 | ||
| Q2 24 | $-0.34 | $0.07 | ||
| Q1 24 | $-0.28 | $-0.31 |
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 | $69.8M | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $52.9M | $46.9M |
| 总资产 | $110.5M | $248.0M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资DBVTMBBC
| Q4 25 | — | — | ||
| Q3 25 | $69.8M | — | ||
| Q2 25 | $103.2M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $66.2M | — | ||
| Q1 24 | $101.5M | — |
股东权益DBVTMBBC
| Q4 25 | — | $46.9M | ||
| Q3 25 | $52.9M | $46.3M | ||
| Q2 25 | $86.2M | $45.7M | ||
| Q1 25 | — | $32.0M | ||
| Q4 24 | — | $31.7M | ||
| Q3 24 | — | $31.6M | ||
| Q2 24 | $79.1M | $31.3M | ||
| Q1 24 | $111.7M | $31.4M |
总资产DBVTMBBC
| Q4 25 | — | $248.0M | ||
| Q3 25 | $110.5M | $246.0M | ||
| Q2 25 | $143.4M | $238.8M | ||
| Q1 25 | — | $236.8M | ||
| Q4 24 | — | $217.9M | ||
| Q3 24 | — | $216.5M | ||
| Q2 24 | $114.2M | $219.3M | ||
| Q1 24 | $145.9M | $225.8M |
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 | $-32.4M | $1.4M |
| 自由现金流经营现金流 - 资本支出 | $-32.6M | $1.4M |
| 自由现金流率自由现金流/营收 | -1173.5% | 62.3% |
| 资本支出强度资本支出/营收 | 4.2% | 0.6% |
| 现金转化率经营现金流/净利润 | — | 2.82× |
| 过去12个月自由现金流最近4个季度 | $-138.3M | $3.9M |
8季度趋势，按日历期对齐
经营现金流DBVTMBBC
| Q4 25 | — | $1.4M | ||
| Q3 25 | $-32.4M | $464.0K | ||
| Q2 25 | $-33.9M | $1.4M | ||
| Q1 25 | — | $849.0K | ||
| Q4 24 | — | $113.6K | ||
| Q3 24 | — | $945.2K | ||
| Q2 24 | $-35.1M | $416.6K | ||
| Q1 24 | $-34.7M | $-802.1K |
自由现金流DBVTMBBC
| Q4 25 | — | $1.4M | ||
| Q3 25 | $-32.6M | $456.6K | ||
| Q2 25 | $-33.9M | $1.3M | ||
| Q1 25 | — | $773.2K | ||
| Q4 24 | — | $105.0K | ||
| Q3 24 | — | $921.6K | ||
| Q2 24 | $-35.8M | $-1.8M | ||
| Q1 24 | $-36.0M | $-1.1M |
自由现金流率DBVTMBBC
| Q4 25 | — | 62.3% | ||
| Q3 25 | -1173.5% | 21.3% | ||
| Q2 25 | -2316.5% | 66.0% | ||
| Q1 25 | — | 46.3% | ||
| Q4 24 | — | 6.6% | ||
| Q3 24 | — | 57.1% | ||
| Q2 24 | -3084.0% | -118.5% | ||
| Q1 24 | -2560.6% | -67.9% |
资本支出强度DBVTMBBC
| Q4 25 | — | 0.6% | ||
| Q3 25 | 4.2% | 0.3% | ||
| Q2 25 | 2.2% | 9.3% | ||
| Q1 25 | — | 4.5% | ||
| Q4 24 | — | 0.5% | ||
| Q3 24 | — | 1.5% | ||
| Q2 24 | 63.0% | 145.2% | ||
| Q1 24 | 94.9% | 16.2% |
现金转化率DBVTMBBC
| Q4 25 | — | 2.82× | ||
| Q3 25 | — | 1.04× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 5.72× | ||
| Q4 24 | — | 2.22× | ||
| Q3 24 | — | 5.40× | ||
| Q2 24 | — | 4.85× | ||
| Q1 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
