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Digimarc CORP（DMRC）与AVITA Medical, Inc.（RCEL）财务数据对比。点击上方公司名可切换其他公司
AVITA Medical, Inc.的季度营收约是Digimarc CORP的2.0倍（$17.6M vs $8.9M），Digimarc CORP净利率更高（-47.2% vs -66.0%，领先18.7%），Digimarc CORP同比增速更快（2.9% vs -4.3%），Digimarc CORP自由现金流更多（$895.0K vs $-6.1M），过去两年AVITA Medical, Inc.的营收复合增速更高（26.0% 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。
AVITA Medical是一家聚焦再生医学领域的产业化企业，专注于多款再生医疗产品的研发与市场推广。公司首款上市产品ReCell喷雾皮肤产品用于烧伤治疗，最新推出两款产品：面向医美整形领域、用于皮肤损伤修复的ReNovaCell，以及针对慢性伤口治疗的ReGenerCell。目前公司的再生产品管线已在欧洲、中东地区实现商业化销售。
DMRC vs RCEL — 直观对比
营收规模更大
RCEL
是对方的2.0倍
$8.9M
营收增速更快
DMRC
高出7.2%
-4.3%
净利率更高
DMRC
高出18.7%
-66.0%
自由现金流更多
DMRC
多$7.0M
$-6.1M
两年增速更快
RCEL
近两年复合增速
-5.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $8.9M | $17.6M |
| 净利润 | $-4.2M | $-11.6M |
| 毛利率 | 63.5% | 81.2% |
| 营业利润率 | -48.2% | -59.1% |
| 净利率 | -47.2% | -66.0% |
| 营收同比 | 2.9% | -4.3% |
| 净利润同比 | 51.4% | -0.3% |
| 每股收益（稀释后） | $-0.18 | $-0.37 |
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DMRCRCEL
| Q4 25 | $8.9M | $17.6M | ||
| Q3 25 | $7.6M | $17.1M | ||
| Q2 25 | $8.0M | $18.4M | ||
| Q1 25 | $9.4M | $18.5M | ||
| Q4 24 | $8.7M | $18.4M | ||
| Q3 24 | $9.4M | $19.5M | ||
| Q2 24 | $10.4M | $15.2M | ||
| Q1 24 | $9.9M | $11.1M |
净利润DMRCRCEL
| Q4 25 | $-4.2M | $-11.6M | ||
| Q3 25 | $-8.2M | $-13.2M | ||
| Q2 25 | $-8.2M | $-9.9M | ||
| Q1 25 | $-11.7M | $-13.9M | ||
| Q4 24 | $-8.6M | $-11.6M | ||
| Q3 24 | $-10.8M | $-16.2M | ||
| Q2 24 | $-9.3M | $-15.4M | ||
| Q1 24 | $-10.3M | $-18.7M |
毛利率DMRCRCEL
| Q4 25 | 63.5% | 81.2% | ||
| Q3 25 | 58.3% | 81.3% | ||
| Q2 25 | 58.8% | 81.2% | ||
| Q1 25 | 65.0% | 84.7% | ||
| Q4 24 | 60.8% | 87.6% | ||
| Q3 24 | 62.4% | 83.7% | ||
| Q2 24 | 66.1% | 86.1% | ||
| Q1 24 | 62.5% | 86.4% |
营业利润率DMRCRCEL
| Q4 25 | -48.2% | -59.1% | ||
| Q3 25 | -109.7% | -53.6% | ||
| Q2 25 | -105.2% | -60.5% | ||
| Q1 25 | -128.9% | -63.9% | ||
| Q4 24 | -105.1% | -54.1% | ||
| Q3 24 | -120.4% | -70.6% | ||
| Q2 24 | -96.2% | -102.8% | ||
| Q1 24 | -109.2% | -155.0% |
净利率DMRCRCEL
| Q4 25 | -47.2% | -66.0% | ||
| Q3 25 | -106.9% | -77.3% | ||
| Q2 25 | -102.6% | -53.9% | ||
| Q1 25 | -125.2% | -74.9% | ||
| Q4 24 | -99.9% | -63.0% | ||
| Q3 24 | -113.9% | -82.9% | ||
| Q2 24 | -89.3% | -101.3% | ||
| Q1 24 | -104.0% | -168.0% |
每股收益（稀释后）DMRCRCEL
| Q4 25 | $-0.18 | $-0.37 | ||
| Q3 25 | $-0.38 | $-0.46 | ||
| Q2 25 | $-0.38 | $-0.38 | ||
| Q1 25 | $-0.55 | $-0.53 | ||
| Q4 24 | $-0.40 | $-0.44 | ||
| Q3 24 | $-0.50 | $-0.62 | ||
| Q2 24 | $-0.43 | $-0.60 | ||
| Q1 24 | $-0.50 | $-0.73 |
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 | $18.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $40.2M | $-16.6M |
| 总资产 | $53.0M | $56.4M |
| 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DMRCRCEL
| Q4 25 | $12.9M | $18.2M | ||
| Q3 25 | $12.6M | $23.3M | ||
| Q2 25 | $16.1M | $15.7M | ||
| Q1 25 | $21.6M | $25.8M | ||
| Q4 24 | $28.7M | $35.9M | ||
| Q3 24 | $33.7M | $44.4M | ||
| Q2 24 | $41.5M | $54.1M | ||
| Q1 24 | $48.9M | $68.2M |
股东权益DMRCRCEL
| Q4 25 | $40.2M | $-16.6M | ||
| Q3 25 | $41.4M | $-6.7M | ||
| Q2 25 | $46.5M | $-12.9M | ||
| Q1 25 | $50.0M | $-4.6M | ||
| Q4 24 | $61.4M | $4.5M | ||
| Q3 24 | $70.2M | $12.2M | ||
| Q2 24 | $77.2M | $23.9M | ||
| Q1 24 | $84.5M | $32.6M |
总资产DMRCRCEL
| Q4 25 | $53.0M | $56.4M | ||
| Q3 25 | $55.4M | $63.7M | ||
| Q2 25 | $60.7M | $58.1M | ||
| Q1 25 | $66.5M | $69.6M | ||
| Q4 24 | $75.8M | $79.7M | ||
| Q3 24 | $85.0M | $81.1M | ||
| Q2 24 | $93.4M | $87.8M | ||
| Q1 24 | $99.7M | $97.4M |
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 | $-5.4M |
| 自由现金流经营现金流 - 资本支出 | $895.0K | $-6.1M |
| 自由现金流率自由现金流/营收 | 10.0% | -34.7% |
| 资本支出强度资本支出/营收 | 1.1% | 3.8% |
| 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 | $-33.5M |
8季度趋势，按日历期对齐
经营现金流DMRCRCEL
| Q4 25 | $991.0K | $-5.4M | ||
| Q3 25 | $-2.6M | $-5.2M | ||
| Q2 25 | $-4.7M | $-10.2M | ||
| Q1 25 | $-5.5M | $-10.3M | ||
| Q4 24 | $-4.2M | $-8.1M | ||
| Q3 24 | $-7.1M | $-7.2M | ||
| Q2 24 | $-6.8M | $-12.8M | ||
| Q1 24 | $-8.4M | $-20.9M |
自由现金流DMRCRCEL
| Q4 25 | $895.0K | $-6.1M | ||
| Q3 25 | $-2.8M | $-6.2M | ||
| Q2 25 | $-4.9M | $-10.8M | ||
| Q1 25 | $-5.5M | $-10.5M | ||
| Q4 24 | $-4.2M | $-9.7M | ||
| Q3 24 | $-7.2M | $-11.0M | ||
| Q2 24 | $-6.9M | $-15.4M | ||
| Q1 24 | $-8.5M | $-22.0M |
自由现金流率DMRCRCEL
| Q4 25 | 10.0% | -34.7% | ||
| Q3 25 | -36.9% | -36.1% | ||
| Q2 25 | -61.0% | -58.4% | ||
| Q1 25 | -59.1% | -56.9% | ||
| Q4 24 | -49.1% | -52.7% | ||
| Q3 24 | -75.7% | -56.1% | ||
| Q2 24 | -66.1% | -101.6% | ||
| Q1 24 | -85.8% | -198.2% |
资本支出强度DMRCRCEL
| Q4 25 | 1.1% | 3.8% | ||
| Q3 25 | 2.9% | 5.5% | ||
| Q2 25 | 2.5% | 2.8% | ||
| Q1 25 | 0.6% | 1.2% | ||
| Q4 24 | 0.2% | 8.8% | ||
| Q3 24 | 0.7% | 19.2% | ||
| Q2 24 | 0.3% | 17.5% | ||
| Q1 24 | 1.1% | 10.3% |
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% |
RCEL
暂无分部数据
