vs
Ginkgo Bioworks Holdings, Inc.（DNA）与Stran & Company, Inc.（SWAG）财务数据对比。点击上方公司名可切换其他公司
Ginkgo Bioworks Holdings, Inc.的季度营收约是Stran & Company, Inc.的1.2倍（$33.4M vs $28.9M），Stran & Company, Inc.同比增速更快（7.2% vs -23.8%），Stran & Company, Inc.自由现金流更多（$38.0K vs $-47.7M），过去两年Stran & Company, Inc.的营收复合增速更高（24.0% vs -6.2%）
Ginkgo Bioworks Holdings, Inc.是一家2008年由五名麻省理工学院科学家创立的美国生物技术企业，由杰森·凯利掌舵。公司专注于基因工程改造，为其他生物科技企业开发具备工业应用价值的菌株，帮助合作方省去合成生物学设计初期的重复研发成本，号称「生物制造平台企业」，2019年估值就已达42亿美元。
Stran & Company, Inc.是品牌促销产品、定制周边及一体化营销解决方案供应商，服务覆盖零售、医疗、科技、教育等领域企业客户，助力客户开展品牌宣传、用户运营及员工激励相关工作。
DNA vs SWAG — 直观对比
营收规模更大
DNA
是对方的1.2倍
$28.9M
营收增速更快
SWAG
高出31.1%
-23.8%
自由现金流更多
SWAG
多$47.7M
$-47.7M
两年增速更快
SWAG
近两年复合增速
-6.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $33.4M | $28.9M |
| 净利润 | — | $243.0K |
| 毛利率 | — | 30.4% |
| 营业利润率 | -211.9% | -0.1% |
| 净利率 | — | 0.8% |
| 营收同比 | -23.8% | 7.2% |
| 净利润同比 | — | 141.5% |
| 每股收益（稀释后） | $-1.41 | $0.02 |
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DNASWAG
| Q4 25 | $33.4M | $28.9M | ||
| Q3 25 | $38.8M | $26.0M | ||
| Q2 25 | $49.6M | $32.6M | ||
| Q1 25 | $48.3M | $28.7M | ||
| Q4 24 | $43.8M | $27.0M | ||
| Q3 24 | $89.0M | $20.1M | ||
| Q2 24 | $56.2M | $16.7M | ||
| Q1 24 | $37.9M | $18.8M |
净利润DNASWAG
| Q4 25 | — | $243.0K | ||
| Q3 25 | $-80.8M | $-1.2M | ||
| Q2 25 | $-60.3M | $643.0K | ||
| Q1 25 | $-91.0M | $-393.0K | ||
| Q4 24 | — | $-586.0K | ||
| Q3 24 | $-56.4M | $-2.0M | ||
| Q2 24 | $-217.2M | $-1.0M | ||
| Q1 24 | $-165.9M | $-491.0K |
毛利率DNASWAG
| Q4 25 | — | 30.4% | ||
| Q3 25 | — | 27.2% | ||
| Q2 25 | — | 30.3% | ||
| Q1 25 | — | 29.6% | ||
| Q4 24 | — | 32.5% | ||
| Q3 24 | — | 29.5% | ||
| Q2 24 | — | 32.8% | ||
| Q1 24 | — | 29.8% |
营业利润率DNASWAG
| Q4 25 | -211.9% | -0.1% | ||
| Q3 25 | -231.8% | -6.9% | ||
| Q2 25 | -132.1% | 1.2% | ||
| Q1 25 | -184.1% | -1.9% | ||
| Q4 24 | -236.3% | -3.5% | ||
| Q3 24 | -62.0% | -10.8% | ||
| Q2 24 | -396.7% | -6.6% | ||
| Q1 24 | -469.1% | -3.5% |
净利率DNASWAG
| Q4 25 | — | 0.8% | ||
| Q3 25 | -207.9% | -4.8% | ||
| Q2 25 | -121.6% | 2.0% | ||
| Q1 25 | -188.2% | -1.4% | ||
| Q4 24 | — | -2.2% | ||
| Q3 24 | -63.3% | -10.1% | ||
| Q2 24 | -386.4% | -6.1% | ||
| Q1 24 | -437.3% | -2.6% |
每股收益（稀释后）DNASWAG
| Q4 25 | $-1.41 | $0.02 | ||
| Q3 25 | $-1.45 | $-0.07 | ||
| Q2 25 | $-1.10 | $0.03 | ||
| Q1 25 | $-1.68 | $-0.02 | ||
| Q4 24 | $-1.91 | $-0.02 | ||
| Q3 24 | $-1.08 | $-0.11 | ||
| Q2 24 | $-4.23 | $-0.06 | ||
| Q1 24 | $-3.32 | $-0.03 |
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 | $422.6M | $11.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $508.6M | $30.5M |
| 总资产 | $1.1B | $49.3M |
| 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DNASWAG
| Q4 25 | $422.6M | $11.6M | ||
| Q3 25 | $495.5M | $11.8M | ||
| Q2 25 | $559.4M | $18.1M | ||
| Q1 25 | $325.3M | $12.2M | ||
| Q4 24 | $561.6M | $18.2M | ||
| Q3 24 | $616.2M | $6.9M | ||
| Q2 24 | $730.4M | $9.6M | ||
| Q1 24 | $840.4M | $10.7M |
股东权益DNASWAG
| Q4 25 | $508.6M | $30.5M | ||
| Q3 25 | $559.8M | $30.2M | ||
| Q2 25 | $613.0M | $31.8M | ||
| Q1 25 | $647.4M | $31.3M | ||
| Q4 24 | $716.1M | $31.6M | ||
| Q3 24 | $797.9M | $32.3M | ||
| Q2 24 | $833.1M | $34.3M | ||
| Q1 24 | $987.3M | $35.2M |
总资产DNASWAG
| Q4 25 | $1.1B | $49.3M | ||
| Q3 25 | $1.2B | $50.3M | ||
| Q2 25 | $1.2B | $61.2M | ||
| Q1 25 | $1.3B | $52.2M | ||
| Q4 24 | $1.4B | $55.1M | ||
| Q3 24 | $1.5B | $48.8M | ||
| Q2 24 | $1.6B | $46.6M | ||
| Q1 24 | $1.6B | $47.9M |
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 | $-47.7M | $161.0K |
| 自由现金流经营现金流 - 资本支出 | $-47.7M | $38.0K |
| 自由现金流率自由现金流/营收 | -142.8% | 0.1% |
| 资本支出强度资本支出/营收 | 0.0% | 0.4% |
| 现金转化率经营现金流/净利润 | — | 0.66× |
| 过去12个月自由现金流最近4个季度 | — | $-5.5M |
8季度趋势，按日历期对齐
经营现金流DNASWAG
| Q4 25 | $-47.7M | $161.0K | ||
| Q3 25 | $-31.6M | $-5.4M | ||
| Q2 25 | $-40.3M | $6.4M | ||
| Q1 25 | $-51.5M | $-5.9M | ||
| Q4 24 | $-42.4M | $1.3M | ||
| Q3 24 | $-103.5M | $-2.7M | ||
| Q2 24 | $-84.4M | $2.1M | ||
| Q1 24 | $-89.3M | $2.1M |
自由现金流DNASWAG
| Q4 25 | $-47.7M | $38.0K | ||
| Q3 25 | — | $-5.9M | ||
| Q2 25 | $-40.3M | $6.3M | ||
| Q1 25 | $-59.1M | $-6.0M | ||
| Q4 24 | $-56.1M | $1.2M | ||
| Q3 24 | $-118.6M | $-2.9M | ||
| Q2 24 | $-111.4M | $1.9M | ||
| Q1 24 | $-96.0M | $1.9M |
自由现金流率DNASWAG
| Q4 25 | -142.8% | 0.1% | ||
| Q3 25 | — | -22.6% | ||
| Q2 25 | -81.2% | 19.5% | ||
| Q1 25 | -122.4% | -21.0% | ||
| Q4 24 | -128.0% | 4.6% | ||
| Q3 24 | -133.2% | -14.3% | ||
| Q2 24 | -198.2% | 11.6% | ||
| Q1 24 | -252.9% | 9.9% |
资本支出强度DNASWAG
| Q4 25 | 0.0% | 0.4% | ||
| Q3 25 | 0.0% | 1.9% | ||
| Q2 25 | 0.1% | 0.2% | ||
| Q1 25 | 15.8% | 0.4% | ||
| Q4 24 | 31.3% | 0.3% | ||
| Q3 24 | 16.9% | 0.7% | ||
| Q2 24 | 48.1% | 1.1% | ||
| Q1 24 | 17.7% | 1.0% |
现金转化率DNASWAG
| Q4 25 | — | 0.66× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 9.99× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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
DNA
| Cell Engineering Segment | $26.0M | 78% |
| Other | $7.4M | 22% |
SWAG
| Promotional Products Dropshipping | $11.2M | 39% |
| Casino Continuity Program | $6.9M | 24% |
| Promotional Products Company Owned Inventory | $4.6M | 16% |
| Promotional Products Bulk Dropshipping | $3.8M | 13% |
| Promotional Products Thirdparty Distributor | $1.8M | 6% |
| Other | $610.0K | 2% |
