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DORCHESTER MINERALS, L.P.（DMLP）与PUMA BIOTECHNOLOGY, INC.（PBYI）财务数据对比。点击上方公司名可切换其他公司
PUMA BIOTECHNOLOGY, INC.的季度营收约是DORCHESTER MINERALS, L.P.的1.8倍（$75.5M vs $41.9M），PUMA BIOTECHNOLOGY, INC.同比增速更快（27.7% vs 5.4%），过去两年PUMA BIOTECHNOLOGY, INC.的营收复合增速更高（31.3% vs 16.2%）
多切斯特矿业有限合伙是一家总部位于美国的上市有限合伙企业，主要收购、持有及管理油气相关的特许权权益、净利润权益、矿产产权等多元化资产组合，资产覆盖美国多个核心陆上油气产区，为合伙份额持有人提供稳定的现金流回报。
彪马生物技术是一家公开上市的生物制药企业，总部位于美国加利福尼亚州洛杉矶，专注于创新药物研发相关业务，在生物制药领域开展研发与商业化运营。
DMLP vs PBYI — 直观对比
营收规模更大
PBYI
是对方的1.8倍
$41.9M
营收增速更快
PBYI
高出22.3%
5.4%
两年增速更快
PBYI
近两年复合增速
16.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $41.9M | $75.5M |
| 净利润 | $16.2M | — |
| 毛利率 | — | 69.3% |
| 营业利润率 | — | 22.7% |
| 净利率 | 38.7% | — |
| 营收同比 | 5.4% | 27.7% |
| 净利润同比 | 13.7% | — |
| 每股收益（稀释后） | — | $0.26 |
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DMLPPBYI
| Q4 25 | $41.9M | $75.5M | ||
| Q3 25 | $35.4M | $54.5M | ||
| Q2 25 | $32.4M | $52.4M | ||
| Q1 25 | $43.2M | $46.0M | ||
| Q4 24 | $39.7M | $59.1M | ||
| Q3 24 | $53.5M | $80.5M | ||
| Q2 24 | $37.4M | $47.1M | ||
| Q1 24 | $31.0M | $43.8M |
净利润DMLPPBYI
| Q4 25 | $16.2M | — | ||
| Q3 25 | $11.2M | $8.8M | ||
| Q2 25 | $12.3M | $5.9M | ||
| Q1 25 | $17.6M | $3.0M | ||
| Q4 24 | $14.2M | — | ||
| Q3 24 | $36.4M | $20.3M | ||
| Q2 24 | $23.6M | $-4.5M | ||
| Q1 24 | $18.2M | $-4.8M |
毛利率DMLPPBYI
| Q4 25 | — | 69.3% | ||
| Q3 25 | — | 77.7% | ||
| Q2 25 | — | 76.5% | ||
| Q1 25 | — | 77.1% | ||
| Q4 24 | — | 76.4% | ||
| Q3 24 | — | 63.9% | ||
| Q2 24 | — | 77.4% | ||
| Q1 24 | — | 75.5% |
营业利润率DMLPPBYI
| Q4 25 | — | 22.7% | ||
| Q3 25 | — | 17.6% | ||
| Q2 25 | — | 12.7% | ||
| Q1 25 | — | 8.7% | ||
| Q4 24 | — | 22.6% | ||
| Q3 24 | — | 27.4% | ||
| Q2 24 | — | -4.6% | ||
| Q1 24 | — | -5.3% |
净利率DMLPPBYI
| Q4 25 | 38.7% | — | ||
| Q3 25 | 31.5% | 16.2% | ||
| Q2 25 | 38.1% | 11.2% | ||
| Q1 25 | 40.9% | 6.5% | ||
| Q4 24 | 35.9% | — | ||
| Q3 24 | 68.1% | 25.2% | ||
| Q2 24 | 63.2% | -9.6% | ||
| Q1 24 | 58.6% | -11.0% |
每股收益（稀释后）DMLPPBYI
| Q4 25 | — | $0.26 | ||
| Q3 25 | — | $0.17 | ||
| Q2 25 | — | $0.12 | ||
| Q1 25 | — | $0.06 | ||
| Q4 24 | — | $0.40 | ||
| Q3 24 | — | $0.41 | ||
| Q2 24 | — | $-0.09 | ||
| Q1 24 | — | $-0.10 |
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 | $41.9M | $97.5M |
| 总债务越低越好 | — | $22.7M |
| 股东权益账面价值 | — | $130.3M |
| 总资产 | $309.6M | $216.3M |
| 负债/权益比越低杠杆越低 | — | 0.17× |
8季度趋势，按日历期对齐
现金及短期投资DMLPPBYI
| Q4 25 | $41.9M | $97.5M | ||
| Q3 25 | $41.6M | $94.4M | ||
| Q2 25 | $36.5M | $96.0M | ||
| Q1 25 | $41.5M | $93.2M | ||
| Q4 24 | $42.5M | $101.0M | ||
| Q3 24 | $56.5M | $96.7M | ||
| Q2 24 | $35.2M | $96.8M | ||
| Q1 24 | $37.7M | $107.2M |
总债务DMLPPBYI
| Q4 25 | — | $22.7M | ||
| Q3 25 | — | $34.0M | ||
| Q2 25 | — | $45.3M | ||
| Q1 25 | — | $56.7M | ||
| Q4 24 | — | $68.0M | ||
| Q3 24 | — | $79.3M | ||
| Q2 24 | — | $90.7M | ||
| Q1 24 | — | $102.0M |
股东权益DMLPPBYI
| Q4 25 | — | $130.3M | ||
| Q3 25 | — | $115.3M | ||
| Q2 25 | — | $104.7M | ||
| Q1 25 | — | $97.1M | ||
| Q4 24 | — | $92.1M | ||
| Q3 24 | — | $71.1M | ||
| Q2 24 | — | $48.5M | ||
| Q1 24 | — | $51.0M |
总资产DMLPPBYI
| Q4 25 | $309.6M | $216.3M | ||
| Q3 25 | $330.4M | $202.9M | ||
| Q2 25 | $325.6M | $194.9M | ||
| Q1 25 | $349.0M | $196.2M | ||
| Q4 24 | $366.8M | $213.3M | ||
| Q3 24 | $403.4M | $220.7M | ||
| Q2 24 | $176.0M | $205.0M | ||
| Q1 24 | $184.8M | $214.1M |
负债/权益比DMLPPBYI
| Q4 25 | — | 0.17× | ||
| Q3 25 | — | 0.30× | ||
| Q2 25 | — | 0.43× | ||
| Q1 25 | — | 0.58× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 1.12× | ||
| Q2 24 | — | 1.87× | ||
| Q1 24 | — | 2.00× |
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 | $34.3M | $14.4M |
| 自由现金流经营现金流 - 资本支出 | — | $14.4M |
| 自由现金流率自由现金流/营收 | — | 19.1% |
| 资本支出强度资本支出/营收 | — | 0.0% |
| 现金转化率经营现金流/净利润 | 2.12× | — |
| 过去12个月自由现金流最近4个季度 | — | $41.7M |
8季度趋势，按日历期对齐
经营现金流DMLPPBYI
| Q4 25 | $34.3M | $14.4M | ||
| Q3 25 | $34.3M | $9.7M | ||
| Q2 25 | $30.5M | $14.1M | ||
| Q1 25 | $33.4M | $3.6M | ||
| Q4 24 | $31.5M | $15.6M | ||
| Q3 24 | $43.7M | $11.0M | ||
| Q2 24 | $29.4M | $1.0M | ||
| Q1 24 | $28.0M | $11.2M |
自由现金流DMLPPBYI
| Q4 25 | — | $14.4M | ||
| Q3 25 | — | $9.7M | ||
| Q2 25 | — | $14.1M | ||
| Q1 25 | — | $3.6M | ||
| Q4 24 | — | $15.6M | ||
| Q3 24 | — | $11.0M | ||
| Q2 24 | — | $1.0M | ||
| Q1 24 | — | — |
自由现金流率DMLPPBYI
| Q4 25 | — | 19.1% | ||
| Q3 25 | — | 17.7% | ||
| Q2 25 | — | 26.8% | ||
| Q1 25 | — | 7.7% | ||
| Q4 24 | — | 26.4% | ||
| Q3 24 | — | 13.7% | ||
| Q2 24 | — | 2.1% | ||
| Q1 24 | — | — |
资本支出强度DMLPPBYI
| Q4 25 | — | 0.0% | ||
| Q3 25 | — | 0.0% | ||
| Q2 25 | — | 0.0% | ||
| Q1 25 | — | 0.1% | ||
| Q4 24 | — | 0.0% | ||
| Q3 24 | — | 0.0% | ||
| Q2 24 | — | 0.0% | ||
| Q1 24 | — | 0.0% |
现金转化率DMLPPBYI
| Q4 25 | 2.12× | — | ||
| Q3 25 | 3.07× | 1.10× | ||
| Q2 25 | 2.47× | 2.41× | ||
| Q1 25 | 1.89× | 1.21× | ||
| Q4 24 | 2.21× | — | ||
| Q3 24 | 1.20× | 0.54× | ||
| Q2 24 | 1.25× | — | ||
| Q1 24 | 1.54× | — |
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
DMLP
| Royalties | $34.0M | 81% |
| Other | $7.8M | 19% |
PBYI
暂无分部数据
