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Digimarc CORP（DMRC）与Kymera Therapeutics, Inc.（KYMR）财务数据对比。点击上方公司名可切换其他公司
Kymera Therapeutics, Inc.的季度营收约是Digimarc CORP的1.3倍（$11.5M vs $8.9M），Digimarc CORP净利率更高（-47.2% vs -667.6%，领先620.4%），Digimarc CORP同比增速更快（2.9% vs -55.3%），Digimarc CORP自由现金流更多（$895.0K vs $-60.6M），过去两年Kymera Therapeutics, Inc.的营收复合增速更高（10.1% vs -5.3%）
迪吉马克公司是一家企业软件与服务提供商，其主打产品包含带数字标识符的软件，主要用于解决防伪问题、验证产品真伪、提升回收准确性以及实现供应链可追溯，产品可广泛应用于服装、快消品、美妆健康、汽车等多个行业领域。
Kymera Therapeutics是一家处于临床阶段的生物制药企业，专注开发创新靶向蛋白降解疗法，推进覆盖肿瘤、自身免疫、炎症类疾病领域的多元化管线，旨在攻克此前无法成药的靶点，满足全球范围的未被满足的医疗需求。
DMRC vs KYMR — 直观对比
营收规模更大
KYMR
是对方的1.3倍
$8.9M
营收增速更快
DMRC
高出58.1%
-55.3%
净利率更高
DMRC
高出620.4%
-667.6%
自由现金流更多
DMRC
多$61.5M
$-60.6M
两年增速更快
KYMR
近两年复合增速
-5.3%
损益表 — Q4 FY2025 vs Q2 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $8.9M | $11.5M |
| 净利润 | $-4.2M | $-76.6M |
| 毛利率 | 63.5% | — |
| 营业利润率 | -48.2% | -736.8% |
| 净利率 | -47.2% | -667.6% |
| 营收同比 | 2.9% | -55.3% |
| 净利润同比 | 51.4% | -82.1% |
| 每股收益（稀释后） | $-0.18 | $-0.95 |
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DMRCKYMR
| Q4 25 | $8.9M | — | ||
| Q3 25 | $7.6M | — | ||
| Q2 25 | $8.0M | $11.5M | ||
| Q1 25 | $9.4M | $22.1M | ||
| Q4 24 | $8.7M | $7.4M | ||
| Q3 24 | $9.4M | — | ||
| Q2 24 | $10.4M | $25.6M | ||
| Q1 24 | $9.9M | $10.3M |
净利润DMRCKYMR
| Q4 25 | $-4.2M | — | ||
| Q3 25 | $-8.2M | — | ||
| Q2 25 | $-8.2M | $-76.6M | ||
| Q1 25 | $-11.7M | $-65.6M | ||
| Q4 24 | $-8.6M | $-70.8M | ||
| Q3 24 | $-10.8M | — | ||
| Q2 24 | $-9.3M | $-42.1M | ||
| Q1 24 | $-10.3M | $-48.6M |
毛利率DMRCKYMR
| Q4 25 | 63.5% | — | ||
| Q3 25 | 58.3% | — | ||
| Q2 25 | 58.8% | — | ||
| Q1 25 | 65.0% | — | ||
| Q4 24 | 60.8% | — | ||
| Q3 24 | 62.4% | — | ||
| Q2 24 | 66.1% | — | ||
| Q1 24 | 62.5% | — |
营业利润率DMRCKYMR
| Q4 25 | -48.2% | — | ||
| Q3 25 | -109.7% | — | ||
| Q2 25 | -105.2% | -736.8% | ||
| Q1 25 | -128.9% | -336.8% | ||
| Q4 24 | -105.1% | -1092.2% | ||
| Q3 24 | -120.4% | — | ||
| Q2 24 | -96.2% | -198.5% | ||
| Q1 24 | -109.2% | -562.2% |
净利率DMRCKYMR
| Q4 25 | -47.2% | — | ||
| Q3 25 | -106.9% | — | ||
| Q2 25 | -102.6% | -667.6% | ||
| Q1 25 | -125.2% | -296.7% | ||
| Q4 24 | -99.9% | -956.9% | ||
| Q3 24 | -113.9% | — | ||
| Q2 24 | -89.3% | -164.0% | ||
| Q1 24 | -104.0% | -472.0% |
每股收益（稀释后）DMRCKYMR
| Q4 25 | $-0.18 | — | ||
| Q3 25 | $-0.38 | — | ||
| Q2 25 | $-0.38 | $-0.95 | ||
| Q1 25 | $-0.55 | $-0.82 | ||
| Q4 24 | $-0.40 | $-0.89 | ||
| Q3 24 | $-0.50 | — | ||
| Q2 24 | $-0.43 | $-0.58 | ||
| Q1 24 | $-0.50 | $-0.69 |
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 | $12.9M | $335.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $40.2M | $971.5M |
| 总资产 | $53.0M | $1.1B |
| 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DMRCKYMR
| Q4 25 | $12.9M | — | ||
| Q3 25 | $12.6M | — | ||
| Q2 25 | $16.1M | $335.8M | ||
| Q1 25 | $21.6M | $90.0M | ||
| Q4 24 | $28.7M | $120.3M | ||
| Q3 24 | $33.7M | — | ||
| Q2 24 | $41.5M | $67.6M | ||
| Q1 24 | $48.9M | $93.5M |
股东权益DMRCKYMR
| Q4 25 | $40.2M | — | ||
| Q3 25 | $41.4M | — | ||
| Q2 25 | $46.5M | $971.5M | ||
| Q1 25 | $50.0M | $786.2M | ||
| Q4 24 | $61.4M | $835.6M | ||
| Q3 24 | $70.2M | — | ||
| Q2 24 | $77.2M | $684.9M | ||
| Q1 24 | $84.5M | $711.2M |
总资产DMRCKYMR
| Q4 25 | $53.0M | — | ||
| Q3 25 | $55.4M | — | ||
| Q2 25 | $60.7M | $1.1B | ||
| Q1 25 | $66.5M | $918.3M | ||
| Q4 24 | $75.8M | $978.0M | ||
| Q3 24 | $85.0M | — | ||
| Q2 24 | $93.4M | $826.0M | ||
| Q1 24 | $99.7M | $868.3M |
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 | $991.0K | $-59.9M |
| 自由现金流经营现金流 - 资本支出 | $895.0K | $-60.6M |
| 自由现金流率自由现金流/营收 | 10.0% | -527.9% |
| 资本支出强度资本支出/营收 | 1.1% | 6.1% |
| 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 | $-12.3M | $-250.5M |
8季度趋势，按日历期对齐
经营现金流DMRCKYMR
| Q4 25 | $991.0K | — | ||
| Q3 25 | $-2.6M | — | ||
| Q2 25 | $-4.7M | $-59.9M | ||
| Q1 25 | $-5.5M | $-79.2M | ||
| Q4 24 | $-4.2M | $-61.8M | ||
| Q3 24 | $-7.1M | — | ||
| Q2 24 | $-6.8M | $-42.9M | ||
| Q1 24 | $-8.4M | $-39.6M |
自由现金流DMRCKYMR
| Q4 25 | $895.0K | — | ||
| Q3 25 | $-2.8M | — | ||
| Q2 25 | $-4.9M | $-60.6M | ||
| Q1 25 | $-5.5M | $-79.6M | ||
| Q4 24 | $-4.2M | $-62.7M | ||
| Q3 24 | $-7.2M | — | ||
| Q2 24 | $-6.9M | $-47.6M | ||
| Q1 24 | $-8.5M | $-47.0M |
自由现金流率DMRCKYMR
| Q4 25 | 10.0% | — | ||
| Q3 25 | -36.9% | — | ||
| Q2 25 | -61.0% | -527.9% | ||
| Q1 25 | -59.1% | -360.3% | ||
| Q4 24 | -49.1% | -848.3% | ||
| Q3 24 | -75.7% | — | ||
| Q2 24 | -66.1% | -185.7% | ||
| Q1 24 | -85.8% | -456.8% |
资本支出强度DMRCKYMR
| Q4 25 | 1.1% | — | ||
| Q3 25 | 2.9% | — | ||
| Q2 25 | 2.5% | 6.1% | ||
| Q1 25 | 0.6% | 2.1% | ||
| Q4 24 | 0.2% | 12.7% | ||
| Q3 24 | 0.7% | — | ||
| Q2 24 | 0.3% | 18.3% | ||
| Q1 24 | 1.1% | 72.0% |
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
DMRC
| Subscription | $5.3M | 60% |
| The Government | $3.6M | 41% |
KYMR
暂无分部数据
