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Digimarc CORP（DMRC）与Nurix Therapeutics, Inc.（NRIX）财务数据对比。点击上方公司名可切换其他公司
Nurix Therapeutics, Inc.的季度营收约是Digimarc CORP的1.5倍（$13.6M vs $8.9M），Digimarc CORP净利率更高（-47.2% vs -576.1%，领先528.9%），Digimarc CORP同比增速更快（2.9% vs 2.2%），Digimarc CORP自由现金流更多（$895.0K vs $-73.0M），过去两年Digimarc CORP的营收复合增速更高（-5.3% vs -9.5%）
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。
Nurix Therapeutics是一家临床阶段生物制药企业，专注于发现、开发及商业化针对癌症、免疫疾病等存在重大未满足医疗需求的新型靶向蛋白降解疗法，依托专有的E3泛素连接酶调节技术推进管线研发，与全球多家制药企业达成合作。
DMRC vs NRIX — 直观对比
营收规模更大
NRIX
是对方的1.5倍
$8.9M
营收增速更快
DMRC
高出0.7%
2.2%
净利率更高
DMRC
高出528.9%
-576.1%
自由现金流更多
DMRC
多$73.9M
$-73.0M
两年增速更快
DMRC
近两年复合增速
-9.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $8.9M | $13.6M |
| 净利润 | $-4.2M | $-78.2M |
| 毛利率 | 63.5% | — |
| 营业利润率 | -48.2% | -612.0% |
| 净利率 | -47.2% | -576.1% |
| 营收同比 | 2.9% | 2.2% |
| 净利润同比 | 51.4% | -33.6% |
| 每股收益（稀释后） | $-0.18 | $-0.83 |
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DMRCNRIX
| Q4 25 | $8.9M | $13.6M | ||
| Q3 25 | $7.6M | $7.9M | ||
| Q2 25 | $8.0M | $44.1M | ||
| Q1 25 | $9.4M | $18.5M | ||
| Q4 24 | $8.7M | $13.3M | ||
| Q3 24 | $9.4M | $12.6M | ||
| Q2 24 | $10.4M | $12.1M | ||
| Q1 24 | $9.9M | $16.6M |
净利润DMRCNRIX
| Q4 25 | $-4.2M | $-78.2M | ||
| Q3 25 | $-8.2M | $-86.4M | ||
| Q2 25 | $-8.2M | $-43.5M | ||
| Q1 25 | $-11.7M | $-56.4M | ||
| Q4 24 | $-8.6M | $-58.5M | ||
| Q3 24 | $-10.8M | $-49.0M | ||
| Q2 24 | $-9.3M | $-44.5M | ||
| Q1 24 | $-10.3M | $-41.5M |
毛利率DMRCNRIX
| 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DMRCNRIX
| Q4 25 | -48.2% | -612.0% | ||
| Q3 25 | -109.7% | -1157.7% | ||
| Q2 25 | -105.2% | -109.7% | ||
| Q1 25 | -128.9% | -340.7% | ||
| Q4 24 | -105.1% | -486.7% | ||
| Q3 24 | -120.4% | -433.8% | ||
| Q2 24 | -96.2% | -401.4% | ||
| Q1 24 | -109.2% | -272.6% |
净利率DMRCNRIX
| Q4 25 | -47.2% | -576.1% | ||
| Q3 25 | -106.9% | -1094.8% | ||
| Q2 25 | -102.6% | -98.7% | ||
| Q1 25 | -125.2% | -305.4% | ||
| Q4 24 | -99.9% | -440.7% | ||
| Q3 24 | -113.9% | -388.9% | ||
| Q2 24 | -89.3% | -368.4% | ||
| Q1 24 | -104.0% | -250.3% |
每股收益（稀释后）DMRCNRIX
| Q4 25 | $-0.18 | $-0.83 | ||
| Q3 25 | $-0.38 | $-1.03 | ||
| Q2 25 | $-0.38 | $-0.52 | ||
| Q1 25 | $-0.55 | $-0.67 | ||
| Q4 24 | $-0.40 | $-0.74 | ||
| Q3 24 | $-0.50 | $-0.67 | ||
| Q2 24 | $-0.43 | $-0.71 | ||
| Q1 24 | $-0.50 | $-0.76 |
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 | $247.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $40.2M | $538.7M |
| 总资产 | $53.0M | $688.1M |
| 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DMRCNRIX
| Q4 25 | $12.9M | $247.0M | ||
| Q3 25 | $12.6M | $78.4M | ||
| Q2 25 | $16.1M | $84.3M | ||
| Q1 25 | $21.6M | $75.9M | ||
| Q4 24 | $28.7M | $110.0M | ||
| Q3 24 | $33.7M | $99.0M | ||
| Q2 24 | $41.5M | $116.8M | ||
| Q1 24 | $48.9M | $49.8M |
股东权益DMRCNRIX
| Q4 25 | $40.2M | $538.7M | ||
| Q3 25 | $41.4M | $372.3M | ||
| Q2 25 | $46.5M | $447.6M | ||
| Q1 25 | $50.0M | $480.9M | ||
| Q4 24 | $61.4M | $527.0M | ||
| Q3 24 | $70.2M | $376.9M | ||
| Q2 24 | $77.2M | $370.7M | ||
| Q1 24 | $84.5M | $168.7M |
总资产DMRCNRIX
| Q4 25 | $53.0M | $688.1M | ||
| Q3 25 | $55.4M | $522.5M | ||
| Q2 25 | $60.7M | $591.6M | ||
| Q1 25 | $66.5M | $615.0M | ||
| Q4 24 | $75.8M | $669.3M | ||
| Q3 24 | $85.0M | $513.6M | ||
| Q2 24 | $93.4M | $511.0M | ||
| Q1 24 | $99.7M | $312.7M |
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 | $-67.8M |
| 自由现金流经营现金流 - 资本支出 | $895.0K | $-73.0M |
| 自由现金流率自由现金流/营收 | 10.0% | -537.4% |
| 资本支出强度资本支出/营收 | 1.1% | 37.8% |
| 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 | $-12.3M | $-263.5M |
8季度趋势，按日历期对齐
经营现金流DMRCNRIX
| Q4 25 | $991.0K | $-67.8M | ||
| Q3 25 | $-2.6M | $-57.4M | ||
| Q2 25 | $-4.7M | $-63.2M | ||
| Q1 25 | $-5.5M | $-61.1M | ||
| Q4 24 | $-4.2M | $-48.8M | ||
| Q3 24 | $-7.1M | $-42.2M | ||
| Q2 24 | $-6.8M | $-39.7M | ||
| Q1 24 | $-8.4M | $-42.0M |
自由现金流DMRCNRIX
| Q4 25 | $895.0K | $-73.0M | ||
| Q3 25 | $-2.8M | $-60.1M | ||
| Q2 25 | $-4.9M | $-65.8M | ||
| Q1 25 | $-5.5M | $-64.6M | ||
| Q4 24 | $-4.2M | $-50.9M | ||
| Q3 24 | $-7.2M | $-44.5M | ||
| Q2 24 | $-6.9M | $-41.6M | ||
| Q1 24 | $-8.5M | $-44.8M |
自由现金流率DMRCNRIX
| Q4 25 | 10.0% | -537.4% | ||
| Q3 25 | -36.9% | -761.3% | ||
| Q2 25 | -61.0% | -149.4% | ||
| Q1 25 | -59.1% | -349.9% | ||
| Q4 24 | -49.1% | -382.8% | ||
| Q3 24 | -75.7% | -353.7% | ||
| Q2 24 | -66.1% | -344.4% | ||
| Q1 24 | -85.8% | -270.3% |
资本支出强度DMRCNRIX
| Q4 25 | 1.1% | 37.8% | ||
| Q3 25 | 2.9% | 34.3% | ||
| Q2 25 | 2.5% | 6.1% | ||
| Q1 25 | 0.6% | 18.9% | ||
| Q4 24 | 0.2% | 15.8% | ||
| Q3 24 | 0.7% | 18.6% | ||
| Q2 24 | 0.3% | 16.0% | ||
| Q1 24 | 1.1% | 17.4% |
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% |
NRIX
| Pfizer | $11.9M | 88% |
| Gilead Agreement | $1.7M | 13% |
