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Journey Medical Corp（DERM）与FIRST US BANCSHARES, INC.（FUSB）财务数据对比。点击上方公司名可切换其他公司
Journey Medical Corp的季度营收约是FIRST US BANCSHARES, INC.的1.5倍（$16.1M vs $10.4M），FIRST US BANCSHARES, INC.净利率更高（20.4% vs -7.8%，领先28.2%），Journey Medical Corp同比增速更快（27.3% vs 7.1%），过去两年Journey Medical Corp的营收复合增速更高（11.0% vs 2.6%）
Journey Medical Corp是一家处于商业化阶段的生物制药企业，专注于皮肤病治疗领域，研发、生产并销售处方及非处方皮肤用药，覆盖痤疮、特应性皮炎、皮肤真菌感染等适应症，主要服务美国市场的医疗机构与患者。
第一美国银行控股公司是一家银行控股企业，核心子公司第一公民银行在美国23个州经营着超过500家网点，另一家子公司硅谷银行则在15个州设有39个办事处，是美国规模较大的银行机构之一，总部位于北卡罗来纳州罗利。
DERM vs FUSB — 直观对比
营收规模更大
DERM
是对方的1.5倍
$10.4M
营收增速更快
DERM
高出20.2%
7.1%
净利率更高
FUSB
高出28.2%
-7.8%
两年增速更快
DERM
近两年复合增速
2.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $16.1M | $10.4M |
| 净利润 | $-1.2M | $2.1M |
| 毛利率 | — | — |
| 营业利润率 | -2.8% | 28.1% |
| 净利率 | -7.8% | 20.4% |
| 营收同比 | 27.3% | 7.1% |
| 净利润同比 | -182.0% | 24.2% |
| 每股收益（稀释后） | $-0.04 | $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DERMFUSB
| Q4 25 | $16.1M | $10.4M | ||
| Q3 25 | $17.0M | $10.5M | ||
| Q2 25 | $15.0M | $10.3M | ||
| Q1 25 | $13.1M | $9.8M | ||
| Q4 24 | $12.6M | $9.7M | ||
| Q3 24 | $14.6M | $10.1M | ||
| Q2 24 | $14.9M | $10.0M | ||
| Q1 24 | $13.0M | $9.9M |
净利润DERMFUSB
| Q4 25 | $-1.2M | $2.1M | ||
| Q3 25 | $-2.3M | $1.9M | ||
| Q2 25 | $-3.8M | $155.0K | ||
| Q1 25 | $-4.1M | $1.8M | ||
| Q4 24 | $1.5M | $1.7M | ||
| Q3 24 | $-2.4M | $2.2M | ||
| Q2 24 | $-3.4M | $2.1M | ||
| Q1 24 | $-10.4M | $2.1M |
毛利率DERMFUSB
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 82.3% | — | ||
| Q3 24 | 63.9% | — | ||
| Q2 24 | 56.0% | — | ||
| Q1 24 | 47.7% | — |
营业利润率DERMFUSB
| Q4 25 | -2.8% | 28.1% | ||
| Q3 25 | -9.0% | 23.9% | ||
| Q2 25 | -19.2% | 1.6% | ||
| Q1 25 | -25.3% | 23.8% | ||
| Q4 24 | 17.7% | 23.8% | ||
| Q3 24 | -19.8% | 29.2% | ||
| Q2 24 | -19.7% | 27.4% | ||
| Q1 24 | -77.4% | 27.8% |
净利率DERMFUSB
| Q4 25 | -7.8% | 20.4% | ||
| Q3 25 | -13.6% | 18.4% | ||
| Q2 25 | -25.3% | 1.5% | ||
| Q1 25 | -31.0% | 18.1% | ||
| Q4 24 | 12.1% | 17.6% | ||
| Q3 24 | -16.3% | 22.0% | ||
| Q2 24 | -22.6% | 21.2% | ||
| Q1 24 | -80.1% | 21.3% |
每股收益（稀释后）DERMFUSB
| Q4 25 | $-0.04 | $0.36 | ||
| Q3 25 | $-0.09 | $0.32 | ||
| Q2 25 | $-0.16 | $0.03 | ||
| Q1 25 | $-0.18 | $0.29 | ||
| Q4 24 | $0.10 | $0.29 | ||
| Q3 24 | $-0.12 | $0.36 | ||
| Q2 24 | $-0.17 | $0.34 | ||
| Q1 24 | $-0.53 | $0.34 |
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 | $24.1M | $73.5M |
| 总债务越低越好 | $25.3M | $10.9M |
| 股东权益账面价值 | $31.9M | $105.6M |
| 总资产 | $94.6M | $1.2B |
| 负债/权益比越低杠杆越低 | 0.79× | 0.10× |
8季度趋势，按日历期对齐
现金及短期投资DERMFUSB
| Q4 25 | $24.1M | $73.5M | ||
| Q3 25 | $24.9M | $54.7M | ||
| Q2 25 | $20.3M | $54.0M | ||
| Q1 25 | $21.1M | $56.0M | ||
| Q4 24 | $20.3M | $47.2M | ||
| Q3 24 | $22.5M | $82.3M | ||
| Q2 24 | $23.9M | $58.2M | ||
| Q1 24 | $24.1M | $60.2M |
总债务DERMFUSB
| Q4 25 | $25.3M | $10.9M | ||
| Q3 25 | $25.2M | $10.9M | ||
| Q2 25 | $25.1M | $10.9M | ||
| Q1 25 | $25.0M | $10.9M | ||
| Q4 24 | $24.9M | $10.9M | ||
| Q3 24 | $19.8M | $10.9M | ||
| Q2 24 | $19.7M | $10.8M | ||
| Q1 24 | $14.7M | $10.8M |
股东权益DERMFUSB
| Q4 25 | $31.9M | $105.6M | ||
| Q3 25 | $25.9M | $104.2M | ||
| Q2 25 | $19.2M | $101.9M | ||
| Q1 25 | $21.5M | $101.2M | ||
| Q4 24 | $20.1M | $98.6M | ||
| Q3 24 | $10.9M | $98.5M | ||
| Q2 24 | $11.3M | $93.8M | ||
| Q1 24 | $13.0M | $92.3M |
总资产DERMFUSB
| Q4 25 | $94.6M | $1.2B | ||
| Q3 25 | $85.2M | $1.1B | ||
| Q2 25 | $81.2M | $1.1B | ||
| Q1 25 | $85.0M | $1.1B | ||
| Q4 24 | $80.2M | $1.1B | ||
| Q3 24 | $64.0M | $1.1B | ||
| Q2 24 | $65.2M | $1.1B | ||
| Q1 24 | $66.6M | $1.1B |
负债/权益比DERMFUSB
| Q4 25 | 0.79× | 0.10× | ||
| Q3 25 | 0.97× | 0.10× | ||
| Q2 25 | 1.30× | 0.11× | ||
| Q1 25 | 1.16× | 0.11× | ||
| Q4 24 | 1.24× | 0.11× | ||
| Q3 24 | 1.81× | 0.11× | ||
| Q2 24 | 1.75× | 0.12× | ||
| Q1 24 | 1.13× | 0.12× |
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 | $-6.3M | $12.3M |
| 自由现金流经营现金流 - 资本支出 | — | $9.1M |
| 自由现金流率自由现金流/营收 | — | 87.2% |
| 资本支出强度资本支出/营收 | — | 31.1% |
| 现金转化率经营现金流/净利润 | — | 5.79× |
| 过去12个月自由现金流最近4个季度 | — | $16.0M |
8季度趋势，按日历期对齐
经营现金流DERMFUSB
| Q4 25 | $-6.3M | $12.3M | ||
| Q3 25 | $-2.4M | $4.2M | ||
| Q2 25 | $-942.0K | $3.9M | ||
| Q1 25 | $-2.8M | $1.8M | ||
| Q4 24 | $2.2M | $7.8M | ||
| Q3 24 | $-1.2M | $1.9M | ||
| Q2 24 | $-5.2M | $2.5M | ||
| Q1 24 | $-5.0M | $825.0K |
自由现金流DERMFUSB
| Q4 25 | — | $9.1M | ||
| Q3 25 | — | $3.6M | ||
| Q2 25 | — | $1.6M | ||
| Q1 25 | — | $1.7M | ||
| Q4 24 | — | $5.7M | ||
| Q3 24 | — | $1.3M | ||
| Q2 24 | — | $2.3M | ||
| Q1 24 | — | $-142.0K |
自由现金流率DERMFUSB
| Q4 25 | — | 87.2% | ||
| Q3 25 | — | 34.2% | ||
| Q2 25 | — | 16.0% | ||
| Q1 25 | — | 17.2% | ||
| Q4 24 | — | 58.2% | ||
| Q3 24 | — | 12.7% | ||
| Q2 24 | — | 23.5% | ||
| Q1 24 | — | -1.4% |
资本支出强度DERMFUSB
| Q4 25 | — | 31.1% | ||
| Q3 25 | — | 5.9% | ||
| Q2 25 | — | 21.8% | ||
| Q1 25 | — | 0.7% | ||
| Q4 24 | — | 21.6% | ||
| Q3 24 | — | 6.6% | ||
| Q2 24 | — | 2.0% | ||
| Q1 24 | — | 9.8% |
现金转化率DERMFUSB
| Q4 25 | — | 5.79× | ||
| Q3 25 | — | 2.18× | ||
| Q2 25 | — | 25.16× | ||
| Q1 25 | — | 0.99× | ||
| Q4 24 | 1.46× | 4.53× | ||
| Q3 24 | — | 0.87× | ||
| Q2 24 | — | 1.20× | ||
| Q1 24 | — | 0.39× |
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
DERM
| Qbrexza | $5.5M | 35% |
| Emrosi | $5.0M | 31% |
| Accutane | $3.1M | 19% |
| Other | $2.5M | 15% |
FUSB
暂无分部数据
