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Journey Medical Corp（DERM）与美国合众银行（SFBC）财务数据对比。点击上方公司名可切换其他公司
Journey Medical Corp的季度营收约是美国合众银行的1.7倍（$16.1M vs $9.5M），Journey Medical Corp同比增速更快（27.3% vs 1.5%），过去两年Journey Medical Corp的营收复合增速更高（11.0% vs 5.5%）
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。
美国合众银行是一家美国跨国银行机构，总部位于明尼苏达州明尼阿波利斯，在特拉华州注册成立。截至2025年，它是美国第五大银行，也是美国中西部规模最大的银行，被金融稳定委员会认定为具有系统重要性的金融机构，主营银行、投资、抵押贷款等相关金融服务。
DERM vs SFBC — 直观对比
营收规模更大
DERM
是对方的1.7倍
$9.5M
营收增速更快
DERM
高出25.8%
1.5%
两年增速更快
DERM
近两年复合增速
5.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $16.1M | $9.5M |
| 净利润 | $-1.2M | — |
| 毛利率 | — | — |
| 营业利润率 | -2.8% | 27.1% |
| 净利率 | -7.8% | — |
| 营收同比 | 27.3% | 1.5% |
| 净利润同比 | -182.0% | — |
| 每股收益（稀释后） | $-0.04 | $0.87 |
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DERMSFBC
| Q4 25 | $16.1M | $9.5M | ||
| Q3 25 | $17.0M | $9.8M | ||
| Q2 25 | $15.0M | $10.4M | ||
| Q1 25 | $13.1M | $9.2M | ||
| Q4 24 | $12.6M | $9.4M | ||
| Q3 24 | $14.6M | $9.1M | ||
| Q2 24 | $14.9M | $8.6M | ||
| Q1 24 | $13.0M | $8.6M |
净利润DERMSFBC
| Q4 25 | $-1.2M | — | ||
| Q3 25 | $-2.3M | $1.7M | ||
| Q2 25 | $-3.8M | $2.1M | ||
| Q1 25 | $-4.1M | $1.2M | ||
| Q4 24 | $1.5M | — | ||
| Q3 24 | $-2.4M | $1.2M | ||
| Q2 24 | $-3.4M | $795.0K | ||
| Q1 24 | $-10.4M | $770.0K |
毛利率DERMSFBC
| 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DERMSFBC
| Q4 25 | -2.8% | 27.1% | ||
| Q3 25 | -9.0% | 21.3% | ||
| Q2 25 | -19.2% | 24.5% | ||
| Q1 25 | -25.3% | 15.9% | ||
| Q4 24 | 17.7% | 24.6% | ||
| Q3 24 | -19.8% | 15.6% | ||
| Q2 24 | -19.7% | 11.4% | ||
| Q1 24 | -77.4% | 10.9% |
净利率DERMSFBC
| Q4 25 | -7.8% | — | ||
| Q3 25 | -13.6% | 17.3% | ||
| Q2 25 | -25.3% | 19.8% | ||
| Q1 25 | -31.0% | 12.7% | ||
| Q4 24 | 12.1% | — | ||
| Q3 24 | -16.3% | 12.7% | ||
| Q2 24 | -22.6% | 9.2% | ||
| Q1 24 | -80.1% | 9.0% |
每股收益（稀释后）DERMSFBC
| Q4 25 | $-0.04 | $0.87 | ||
| Q3 25 | $-0.09 | $0.66 | ||
| Q2 25 | $-0.16 | $0.79 | ||
| Q1 25 | $-0.18 | $0.45 | ||
| Q4 24 | $0.10 | $0.74 | ||
| Q3 24 | $-0.12 | $0.45 | ||
| Q2 24 | $-0.17 | $0.31 | ||
| Q1 24 | $-0.53 | $0.30 |
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 | $138.5M |
| 总债务越低越好 | $25.3M | — |
| 股东权益账面价值 | $31.9M | $109.4M |
| 总资产 | $94.6M | $1.1B |
| 负债/权益比越低杠杆越低 | 0.79× | — |
8季度趋势，按日历期对齐
现金及短期投资DERMSFBC
| Q4 25 | $24.1M | $138.5M | ||
| Q3 25 | $24.9M | $101.2M | ||
| Q2 25 | $20.3M | $102.5M | ||
| Q1 25 | $21.1M | $131.5M | ||
| Q4 24 | $20.3M | $43.6M | ||
| Q3 24 | $22.5M | $148.9M | ||
| Q2 24 | $23.9M | $135.1M | ||
| Q1 24 | $24.1M | $138.0M |
总债务DERMSFBC
| Q4 25 | $25.3M | — | ||
| Q3 25 | $25.2M | — | ||
| Q2 25 | $25.1M | — | ||
| Q1 25 | $25.0M | — | ||
| Q4 24 | $24.9M | — | ||
| Q3 24 | $19.8M | — | ||
| Q2 24 | $19.7M | — | ||
| Q1 24 | $14.7M | — |
股东权益DERMSFBC
| Q4 25 | $31.9M | $109.4M | ||
| Q3 25 | $25.9M | $107.5M | ||
| Q2 25 | $19.2M | $106.0M | ||
| Q1 25 | $21.5M | $104.4M | ||
| Q4 24 | $20.1M | $103.7M | ||
| Q3 24 | $10.9M | $102.2M | ||
| Q2 24 | $11.3M | $101.3M | ||
| Q1 24 | $13.0M | $101.0M |
总资产DERMSFBC
| Q4 25 | $94.6M | $1.1B | ||
| Q3 25 | $85.2M | $1.1B | ||
| Q2 25 | $81.2M | $1.1B | ||
| Q1 25 | $85.0M | $1.1B | ||
| Q4 24 | $80.2M | $993.6M | ||
| Q3 24 | $64.0M | $1.1B | ||
| Q2 24 | $65.2M | $1.1B | ||
| Q1 24 | $66.6M | $1.1B |
负债/权益比DERMSFBC
| Q4 25 | 0.79× | — | ||
| Q3 25 | 0.97× | — | ||
| Q2 25 | 1.30× | — | ||
| Q1 25 | 1.16× | — | ||
| Q4 24 | 1.24× | — | ||
| Q3 24 | 1.81× | — | ||
| Q2 24 | 1.75× | — | ||
| Q1 24 | 1.13× | — |
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 | $7.2M |
| 自由现金流经营现金流 - 资本支出 | — | $7.0M |
| 自由现金流率自由现金流/营收 | — | 73.4% |
| 资本支出强度资本支出/营收 | — | 1.8% |
| 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 | — | $12.0M |
8季度趋势，按日历期对齐
经营现金流DERMSFBC
| Q4 25 | $-6.3M | $7.2M | ||
| Q3 25 | $-2.4M | $3.8M | ||
| Q2 25 | $-942.0K | $-494.0K | ||
| Q1 25 | $-2.8M | $1.9M | ||
| Q4 24 | $2.2M | $2.9M | ||
| Q3 24 | $-1.2M | $3.3M | ||
| Q2 24 | $-5.2M | $-4.0M | ||
| Q1 24 | $-5.0M | $3.5M |
自由现金流DERMSFBC
| Q4 25 | — | $7.0M | ||
| Q3 25 | — | $3.8M | ||
| Q2 25 | — | $-518.0K | ||
| Q1 25 | — | $1.8M | ||
| Q4 24 | — | $2.9M | ||
| Q3 24 | — | $3.2M | ||
| Q2 24 | — | $-5.6M | ||
| Q1 24 | — | $1.9M |
自由现金流率DERMSFBC
| Q4 25 | — | 73.4% | ||
| Q3 25 | — | 38.3% | ||
| Q2 25 | — | -5.0% | ||
| Q1 25 | — | 19.8% | ||
| Q4 24 | — | 30.4% | ||
| Q3 24 | — | 35.5% | ||
| Q2 24 | — | -65.4% | ||
| Q1 24 | — | 22.2% |
资本支出强度DERMSFBC
| Q4 25 | — | 1.8% | ||
| Q3 25 | — | 0.4% | ||
| Q2 25 | — | 0.2% | ||
| Q1 25 | — | 0.4% | ||
| Q4 24 | — | 0.8% | ||
| Q3 24 | — | 0.5% | ||
| Q2 24 | — | 18.7% | ||
| Q1 24 | — | 19.0% |
现金转化率DERMSFBC
| Q4 25 | — | — | ||
| Q3 25 | — | 2.24× | ||
| Q2 25 | — | -0.24× | ||
| Q1 25 | — | 1.59× | ||
| Q4 24 | 1.46× | — | ||
| Q3 24 | — | 2.84× | ||
| Q2 24 | — | -5.05× | ||
| Q1 24 | — | 4.57× |
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% |
SFBC
暂无分部数据
