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DYNAVAX TECHNOLOGIES CORP(DVAX)与STRATASYS LTD.(SSYS)财务数据对比。点击上方公司名可切换其他公司
STRATASYS LTD.的季度营收约是DYNAVAX TECHNOLOGIES CORP的1.4倍($137.0M vs $94.9M),DYNAVAX TECHNOLOGIES CORP净利率更高(28.4% vs -40.6%,领先69.0%),DYNAVAX TECHNOLOGIES CORP同比增速更快(17.7% vs -2.2%),DYNAVAX TECHNOLOGIES CORP自由现金流更多($32.6M vs $2.5M),过去两年DYNAVAX TECHNOLOGIES CORP的营收复合增速更高(30.6% vs -7.4%)
Dynavax Technologies Corp是一家处于商业化阶段的生物制药企业,专注于研发和生产针对传染病的创新疫苗及免疫疗法,核心上市产品为成人乙肝疫苗Heplisav-B,主要市场覆盖北美与欧洲,同时拥有多款针对未满足公共卫生需求的在研产品。
Stratasys是一家美以合资的增材制造企业,总部注册于以色列,主营聚合物3D打印设备、配套软件与打印材料,同时按需提供3D打印零部件服务。其3D打印方案被工程领域广泛采用,可加工ABS、聚碳酸酯、尼龙12等多种聚合物材料,适配复杂几何构件的建模生产。
DVAX vs SSYS — 直观对比
损益表 — Q3 FY2025 vs Q3 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $94.9M | $137.0M |
| 净利润 | $26.9M | $-55.6M |
| 毛利率 | — | 41.0% |
| 营业利润率 | 22.4% | -16.6% |
| 净利率 | 28.4% | -40.6% |
| 营收同比 | 17.7% | -2.2% |
| 净利润同比 | 53.0% | -109.0% |
| 每股收益(稀释后) | $0.21 | — |
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
| Q3 25 | $94.9M | $137.0M | ||
| Q2 25 | $95.4M | $138.1M | ||
| Q1 25 | $68.2M | $136.0M | ||
| Q4 24 | $72.0M | — | ||
| Q3 24 | $80.6M | $140.0M | ||
| Q2 24 | $73.8M | $138.0M | ||
| Q1 24 | $50.8M | $144.1M | ||
| Q4 23 | $55.6M | — |
| Q3 25 | $26.9M | $-55.6M | ||
| Q2 25 | $18.7M | $-16.7M | ||
| Q1 25 | $-96.1M | $-13.1M | ||
| Q4 24 | $7.0M | — | ||
| Q3 24 | $17.6M | $-26.6M | ||
| Q2 24 | $11.4M | $-25.7M | ||
| Q1 24 | $-8.7M | $-26.0M | ||
| Q4 23 | $219.0K | — |
| Q3 25 | — | 41.0% | ||
| Q2 25 | — | 43.1% | ||
| Q1 25 | — | 44.3% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 44.8% | ||
| Q2 24 | — | 43.8% | ||
| Q1 24 | — | 44.4% | ||
| Q4 23 | — | — |
| Q3 25 | 22.4% | -16.6% | ||
| Q2 25 | 15.1% | -12.0% | ||
| Q1 25 | -34.7% | -9.1% | ||
| Q4 24 | -2.3% | — | ||
| Q3 24 | 12.5% | -18.2% | ||
| Q2 24 | 7.0% | -18.9% | ||
| Q1 24 | -35.0% | -17.0% | ||
| Q4 23 | -15.3% | — |
| Q3 25 | 28.4% | -40.6% | ||
| Q2 25 | 19.6% | -12.1% | ||
| Q1 25 | -141.0% | -9.6% | ||
| Q4 24 | 9.8% | — | ||
| Q3 24 | 21.8% | -19.0% | ||
| Q2 24 | 15.4% | -18.6% | ||
| Q1 24 | -17.2% | -18.0% | ||
| Q4 23 | 0.4% | — |
| Q3 25 | $0.21 | — | ||
| Q2 25 | $0.14 | — | ||
| Q1 25 | $-0.77 | — | ||
| Q4 24 | $0.07 | — | ||
| Q3 24 | $0.12 | — | ||
| Q2 24 | $0.08 | — | ||
| Q1 24 | $-0.07 | — | ||
| Q4 23 | $0.01 | — |
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 | $160.2M | $71.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $534.1M | $852.5M |
| 总资产 | $946.5M | $1.1B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势,按日历期对齐
| Q3 25 | $160.2M | $71.5M | ||
| Q2 25 | $99.1M | $71.1M | ||
| Q1 25 | $51.7M | $70.1M | ||
| Q4 24 | $95.9M | — | ||
| Q3 24 | $119.3M | $64.0M | ||
| Q2 24 | $112.5M | $70.9M | ||
| Q1 24 | $132.0M | $91.1M | ||
| Q4 23 | $150.3M | — |
| Q3 25 | $534.1M | $852.5M | ||
| Q2 25 | $494.2M | $902.4M | ||
| Q1 25 | $530.9M | $784.8M | ||
| Q4 24 | $596.8M | — | ||
| Q3 24 | $681.4M | $831.8M | ||
| Q2 24 | $642.8M | $850.5M | ||
| Q1 24 | $618.5M | $866.1M | ||
| Q4 23 | $622.1M | — |
| Q3 25 | $946.5M | $1.1B | ||
| Q2 25 | $918.4M | $1.1B | ||
| Q1 25 | $945.9M | $1.0B | ||
| Q4 24 | $986.3M | — | ||
| Q3 24 | $1.1B | $1.1B | ||
| Q2 24 | $1.0B | $1.1B | ||
| Q1 24 | $986.6M | $1.1B | ||
| Q4 23 | $997.1M | — |
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 | $33.8M | $6.9M |
| 自由现金流经营现金流 - 资本支出 | $32.6M | $2.5M |
| 自由现金流率自由现金流/营收 | 34.4% | 1.8% |
| 资本支出强度资本支出/营收 | 1.3% | 3.2% |
| 现金转化率经营现金流/净利润 | 1.26× | — |
| 过去12个月自由现金流最近4个季度 | $80.5M | $-11.5M |
8季度趋势,按日历期对齐
| Q3 25 | $33.8M | $6.9M | ||
| Q2 25 | $23.4M | $-1.1M | ||
| Q1 25 | $-19.6M | $4.5M | ||
| Q4 24 | $53.0M | — | ||
| Q3 24 | $19.5M | $-4.5M | ||
| Q2 24 | $10.7M | $-2.4M | ||
| Q1 24 | $-16.7M | $7.3M | ||
| Q4 23 | $13.8M | — |
| Q3 25 | $32.6M | $2.5M | ||
| Q2 25 | $22.0M | $-8.4M | ||
| Q1 25 | $-23.6M | $789.0K | ||
| Q4 24 | $49.5M | — | ||
| Q3 24 | $18.1M | $-6.3M | ||
| Q2 24 | $9.9M | $-4.9M | ||
| Q1 24 | $-17.4M | $5.0M | ||
| Q4 23 | $12.0M | — |
| Q3 25 | 34.4% | 1.8% | ||
| Q2 25 | 23.0% | -6.1% | ||
| Q1 25 | -34.6% | 0.6% | ||
| Q4 24 | 68.8% | — | ||
| Q3 24 | 22.5% | -4.5% | ||
| Q2 24 | 13.5% | -3.6% | ||
| Q1 24 | -34.3% | 3.5% | ||
| Q4 23 | 21.7% | — |
| Q3 25 | 1.3% | 3.2% | ||
| Q2 25 | 1.5% | 5.3% | ||
| Q1 25 | 5.8% | 2.8% | ||
| Q4 24 | 4.8% | — | ||
| Q3 24 | 1.7% | 1.3% | ||
| Q2 24 | 1.1% | 1.8% | ||
| Q1 24 | 1.5% | 1.6% | ||
| Q4 23 | 3.1% | — |
| Q3 25 | 1.26× | — | ||
| Q2 25 | 1.25× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 7.52× | — | ||
| Q3 24 | 1.11× | — | ||
| Q2 24 | 0.94× | — | ||
| Q1 24 | — | — | ||
| Q4 23 | 62.86× | — |
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
DVAX
| HEPLISAVB | $90.0M | 95% |
| US Department Of Defense | $4.7M | 5% |
SSYS
暂无分部数据