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EZCORP INC（EZPW）与Ultragenyx Pharmaceutical Inc.（RARE）财务数据对比。点击上方公司名可切换其他公司
EZCORP INC的季度营收约是Ultragenyx Pharmaceutical Inc.的1.8倍（$382.0M vs $207.3M），EZCORP INC净利率更高（11.6% vs -62.0%，领先73.6%），Ultragenyx Pharmaceutical Inc.同比增速更快（25.9% vs 19.3%），EZCORP INC自由现金流更多（$31.7M vs $-100.8M），过去两年Ultragenyx Pharmaceutical Inc.的营收复合增速更高（38.0% vs 15.6%）
EZCORP是总部位于美国得克萨斯州奥斯汀的典当行运营商，业务覆盖美国及拉丁美洲地区，是美国第二大典当行运营商，仅次于Cash America International，目前在纳斯达克挂牌上市。
Ultragenyx Pharmaceutical Inc.是一家总部位于美国的生物制药企业，专注于研发罕见病和超罕见遗传病的创新治疗方案，这类疾病目前大多无获批疗法，存在大量未被满足的临床需求。公司覆盖生物制剂、小分子药物、基因疗法、反义寡核苷酸及mRNA等多种药物技术平台，研发管线涵盖骨骼、内分泌、代谢、肌肉及中枢神经系统疾病领域。
EZPW vs RARE — 直观对比
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $382.0M | $207.3M |
| 净利润 | $44.3M | $-128.6M |
| 毛利率 | 58.4% | — |
| 营业利润率 | 15.9% | -54.7% |
| 净利率 | 11.6% | -62.0% |
| 营收同比 | 19.3% | 25.9% |
| 净利润同比 | 42.8% | 3.5% |
| 每股收益（稀释后） | $0.55 | $-1.28 |
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
| Q4 25 | $382.0M | $207.3M | ||
| Q3 25 | $336.8M | $159.9M | ||
| Q2 25 | $311.0M | $166.5M | ||
| Q1 25 | $306.3M | $139.3M | ||
| Q4 24 | $320.2M | $164.6M | ||
| Q3 24 | $294.6M | $139.5M | ||
| Q2 24 | $281.4M | $147.0M | ||
| Q1 24 | $285.6M | $108.8M |
| Q4 25 | $44.3M | $-128.6M | ||
| Q3 25 | $26.7M | $-180.4M | ||
| Q2 25 | $26.5M | $-115.0M | ||
| Q1 25 | $25.4M | $-151.1M | ||
| Q4 24 | $31.0M | $-133.2M | ||
| Q3 24 | $15.2M | $-133.5M | ||
| Q2 24 | $17.9M | $-131.6M | ||
| Q1 24 | $21.5M | $-170.7M |
| Q4 25 | 58.4% | — | ||
| Q3 25 | 59.0% | — | ||
| Q2 25 | 59.1% | — | ||
| Q1 25 | 58.3% | — | ||
| Q4 24 | 57.9% | — | ||
| Q3 24 | 59.5% | — | ||
| Q2 24 | 59.2% | — | ||
| Q1 24 | 58.7% | — |
| Q4 25 | 15.9% | -54.7% | ||
| Q3 25 | 11.0% | -106.9% | ||
| Q2 25 | 11.6% | -64.8% | ||
| Q1 25 | 11.2% | -102.6% | ||
| Q4 24 | 13.1% | -74.3% | ||
| Q3 24 | 8.8% | -94.6% | ||
| Q2 24 | 7.9% | -79.1% | ||
| Q1 24 | 9.6% | -151.9% |
| Q4 25 | 11.6% | -62.0% | ||
| Q3 25 | 7.9% | -112.8% | ||
| Q2 25 | 8.5% | -69.0% | ||
| Q1 25 | 8.3% | -108.5% | ||
| Q4 24 | 9.7% | -80.9% | ||
| Q3 24 | 5.2% | -95.7% | ||
| Q2 24 | 6.4% | -89.5% | ||
| Q1 24 | 7.5% | -156.8% |
| Q4 25 | $0.55 | $-1.28 | ||
| Q3 25 | $0.35 | $-1.81 | ||
| Q2 25 | $0.34 | $-1.17 | ||
| Q1 25 | $0.33 | $-1.57 | ||
| Q4 24 | $0.40 | $-1.34 | ||
| Q3 24 | $0.20 | $-1.40 | ||
| Q2 24 | $0.25 | $-1.52 | ||
| Q1 24 | $0.29 | $-2.03 |
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 | $465.9M | $421.0M |
| 总债务越低越好 | $518.6M | — |
| 股东权益账面价值 | $1.1B | $-80.0M |
| 总资产 | $2.0B | $1.5B |
| 负债/权益比越低杠杆越低 | 0.48× | — |
8季度趋势，按日历期对齐
| Q4 25 | $465.9M | $421.0M | ||
| Q3 25 | $469.5M | $202.5M | ||
| Q2 25 | $472.1M | $176.3M | ||
| Q1 25 | $505.2M | $127.1M | ||
| Q4 24 | $174.5M | $174.0M | ||
| Q3 24 | $170.5M | $150.6M | ||
| Q2 24 | $218.0M | $480.7M | ||
| Q1 24 | $229.1M | $112.3M |
| Q4 25 | $518.6M | — | ||
| Q3 25 | $518.1M | — | ||
| Q2 25 | $517.6M | — | ||
| Q1 25 | $620.5M | — | ||
| Q4 24 | $327.7M | — | ||
| Q3 24 | $327.3M | — | ||
| Q2 24 | $361.3M | — | ||
| Q1 24 | $360.9M | — |
| Q4 25 | $1.1B | $-80.0M | ||
| Q3 25 | $1.0B | $9.2M | ||
| Q2 25 | $990.1M | $151.3M | ||
| Q1 25 | $851.6M | $144.2M | ||
| Q4 24 | $823.9M | $255.0M | ||
| Q3 24 | $804.6M | $346.8M | ||
| Q2 24 | $801.5M | $432.4M | ||
| Q1 24 | $800.4M | $140.3M |
| Q4 25 | $2.0B | $1.5B | ||
| Q3 25 | $2.0B | $1.2B | ||
| Q2 25 | $1.9B | $1.3B | ||
| Q1 25 | $1.8B | $1.3B | ||
| Q4 24 | $1.5B | $1.5B | ||
| Q3 24 | $1.5B | $1.5B | ||
| Q2 24 | $1.5B | $1.6B | ||
| Q1 24 | $1.5B | $1.3B |
| Q4 25 | 0.48× | — | ||
| Q3 25 | 0.51× | — | ||
| Q2 25 | 0.52× | — | ||
| Q1 25 | 0.73× | — | ||
| Q4 24 | 0.40× | — | ||
| Q3 24 | 0.41× | — | ||
| Q2 24 | 0.45× | — | ||
| Q1 24 | 0.45× | — |
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 | $39.1M | $-99.8M |
| 自由现金流经营现金流 - 资本支出 | $31.7M | $-100.8M |
| 自由现金流率自由现金流/营收 | 8.3% | -48.6% |
| 资本支出强度资本支出/营收 | 2.0% | 0.5% |
| 现金转化率经营现金流/净利润 | 0.88× | — |
| 过去12个月自由现金流最近4个季度 | $121.7M | $-472.0M |
8季度趋势，按日历期对齐
| Q4 25 | $39.1M | $-99.8M | ||
| Q3 25 | $51.3M | $-91.4M | ||
| Q2 25 | $34.8M | $-108.3M | ||
| Q1 25 | $36.9M | $-166.5M | ||
| Q4 24 | $26.0M | $-79.3M | ||
| Q3 24 | $43.3M | $-67.0M | ||
| Q2 24 | $33.7M | $-77.0M | ||
| Q1 24 | $15.1M | $-190.7M |
| Q4 25 | $31.7M | $-100.8M | ||
| Q3 25 | $35.7M | $-92.7M | ||
| Q2 25 | $25.7M | $-110.7M | ||
| Q1 25 | $28.6M | $-167.8M | ||
| Q4 24 | $20.4M | $-79.5M | ||
| Q3 24 | $24.4M | $-68.6M | ||
| Q2 24 | $30.5M | $-79.0M | ||
| Q1 24 | $8.6M | $-193.9M |
| Q4 25 | 8.3% | -48.6% | ||
| Q3 25 | 10.6% | -58.0% | ||
| Q2 25 | 8.3% | -66.5% | ||
| Q1 25 | 9.3% | -120.5% | ||
| Q4 24 | 6.4% | -48.3% | ||
| Q3 24 | 8.3% | -49.2% | ||
| Q2 24 | 10.8% | -53.7% | ||
| Q1 24 | 3.0% | -178.2% |
| Q4 25 | 2.0% | 0.5% | ||
| Q3 25 | 4.6% | 0.8% | ||
| Q2 25 | 2.9% | 1.5% | ||
| Q1 25 | 2.7% | 1.0% | ||
| Q4 24 | 1.8% | 0.1% | ||
| Q3 24 | 6.4% | 1.2% | ||
| Q2 24 | 1.1% | 1.4% | ||
| Q1 24 | 2.3% | 3.0% |
| Q4 25 | 0.88× | — | ||
| Q3 25 | 1.92× | — | ||
| Q2 25 | 1.31× | — | ||
| Q1 25 | 1.45× | — | ||
| Q4 24 | 0.84× | — | ||
| Q3 24 | 2.85× | — | ||
| Q2 24 | 1.88× | — | ||
| Q1 24 | 0.70× | — |
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
EZPW
| Merchandise | $210.1M | 55% |
| Pawn Service | $131.9M | 35% |
| Jewelry Scrap | $39.9M | 10% |
RARE
| Royalty | $105.6M | 51% |
| Products | $101.7M | 49% |
