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Five Point Holdings, LLC（FPH）与SUTRO BIOPHARMA, INC.（STRO）财务数据对比。点击上方公司名可切换其他公司
Five Point Holdings, LLC的季度营收约是SUTRO BIOPHARMA, INC.的1.2倍（$13.6M vs $11.6M），Five Point Holdings, LLC同比增速更快（3.2% vs -21.4%），过去两年SUTRO BIOPHARMA, INC.的营收复合增速更高（-5.4% vs -48.5%）
Five Point Holdings, LLC是美国头部房地产开发企业，主要在加利福尼亚州高需求市场打造大型总体规划综合社区，项目融合住宅、办公、零售、公共配套与休闲设施，为当地居民构建活力、可持续的宜居宜业环境。
Sutro Biopharma是一家上市生物科技公司，总部位于加州南旧金山，专注于临床阶段药物的研发、开发与生产。公司依托自主专有的无细胞蛋白质合成平台，结合蛋白质工程与理性设计技术开发肿瘤治疗药物。公司2003年成立时名为Fundamental Applied Biology，2009年改用现名。
FPH vs STRO — 直观对比
营收规模更大
FPH
是对方的1.2倍
$11.6M
营收增速更快
FPH
高出24.6%
-21.4%
两年增速更快
STRO
近两年复合增速
-48.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $13.6M | $11.6M |
| 净利润 | $-2.2M | — |
| 毛利率 | — | — |
| 营业利润率 | -43.5% | — |
| 净利率 | -16.4% | — |
| 营收同比 | 3.2% | -21.4% |
| 净利润同比 | -109.6% | 35.4% |
| 每股收益（稀释后） | — | — |
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FPHSTRO
| Q1 26 | $13.6M | — | ||
| Q4 25 | $75.9M | $11.6M | ||
| Q3 25 | $13.5M | $9.7M | ||
| Q2 25 | $7.5M | $63.7M | ||
| Q1 25 | $13.2M | $17.4M | ||
| Q4 24 | $159.8M | $14.8M | ||
| Q3 24 | $17.0M | $8.5M | ||
| Q2 24 | $51.2M | $25.7M |
净利润FPHSTRO
| Q1 26 | $-2.2M | — | ||
| Q4 25 | $58.7M | — | ||
| Q3 25 | $21.1M | $-56.9M | ||
| Q2 25 | $3.3M | $-11.5M | ||
| Q1 25 | $23.3M | $-76.0M | ||
| Q4 24 | $121.0M | $-72.4M | ||
| Q3 24 | $4.8M | $-48.8M | ||
| Q2 24 | $14.7M | $-48.0M |
营业利润率FPHSTRO
| Q1 26 | -43.5% | — | ||
| Q4 25 | 89.0% | — | ||
| Q3 25 | — | -499.9% | ||
| Q2 25 | — | -5.2% | ||
| Q1 25 | — | -393.8% | ||
| Q4 24 | 87.5% | -440.7% | ||
| Q3 24 | 83.6% | -797.2% | ||
| Q2 24 | 86.1% | -189.4% |
净利率FPHSTRO
| Q1 26 | -16.4% | — | ||
| Q4 25 | 77.3% | — | ||
| Q3 25 | 156.2% | -586.6% | ||
| Q2 25 | 44.4% | -18.0% | ||
| Q1 25 | 177.0% | -436.6% | ||
| Q4 24 | 75.7% | -489.2% | ||
| Q3 24 | 28.0% | -572.6% | ||
| Q2 24 | 28.8% | -186.8% |
每股收益（稀释后）FPHSTRO
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $-0.67 | ||
| Q2 25 | — | $-0.14 | ||
| Q1 25 | — | $-0.91 | ||
| Q4 24 | — | $-27.63 | ||
| Q3 24 | — | $-0.59 | ||
| Q2 24 | — | $-0.59 |
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 | $332.6M | $141.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.3B | $-132.5M |
| 总资产 | $3.2B | $173.8M |
| 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FPHSTRO
| Q1 26 | $332.6M | — | ||
| Q4 25 | $425.5M | $141.4M | ||
| Q3 25 | $351.1M | $167.6M | ||
| Q2 25 | $456.6M | $205.1M | ||
| Q1 25 | $528.3M | $249.0M | ||
| Q4 24 | $430.9M | $316.9M | ||
| Q3 24 | $224.5M | $388.3M | ||
| Q2 24 | $217.4M | $375.6M |
股东权益FPHSTRO
| Q1 26 | $2.3B | — | ||
| Q4 25 | $2.3B | $-132.5M | ||
| Q3 25 | $2.3B | $-87.3M | ||
| Q2 25 | $2.2B | $-32.1M | ||
| Q1 25 | $2.2B | $-25.8M | ||
| Q4 24 | $2.2B | $44.6M | ||
| Q3 24 | $2.0B | $111.2M | ||
| Q2 24 | $2.0B | $152.2M |
总资产FPHSTRO
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.2B | $173.8M | ||
| Q3 25 | $3.2B | $209.7M | ||
| Q2 25 | $3.2B | $262.4M | ||
| Q1 25 | $3.2B | $321.4M | ||
| Q4 24 | $3.1B | $387.2M | ||
| Q3 24 | $2.9B | $451.8M | ||
| Q2 24 | $2.9B | $489.0M |
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 | $-44.5M | $-177.2M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | 0.0% | — |
| 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 | — | — |
8季度趋势，按日历期对齐
经营现金流FPHSTRO
| Q1 26 | $-44.5M | — | ||
| Q4 25 | $105.2M | $-177.2M | ||
| Q3 25 | $40.4M | $-38.2M | ||
| Q2 25 | $-71.6M | $-44.7M | ||
| Q1 25 | $56.7M | $-67.9M | ||
| Q4 24 | $116.0M | $-71.7M | ||
| Q3 24 | $-18.0M | $-64.5M | ||
| Q2 24 | $-23.2M | $9.5M |
自由现金流FPHSTRO
| Q1 26 | — | — | ||
| Q4 25 | $105.0M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $-71.7M | — | ||
| Q1 25 | $56.7M | — | ||
| Q4 24 | $115.2M | — | ||
| Q3 24 | $-18.2M | — | ||
| Q2 24 | $-23.6M | — |
自由现金流率FPHSTRO
| Q1 26 | — | — | ||
| Q4 25 | 138.4% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | -959.3% | — | ||
| Q1 25 | 430.9% | — | ||
| Q4 24 | 72.1% | — | ||
| Q3 24 | -106.9% | — | ||
| Q2 24 | -46.1% | — |
资本支出强度FPHSTRO
| Q1 26 | 0.0% | — | ||
| Q4 25 | 0.3% | — | ||
| Q3 25 | 0.0% | — | ||
| Q2 25 | 0.8% | — | ||
| Q1 25 | 0.3% | — | ||
| Q4 24 | 0.5% | — | ||
| Q3 24 | 1.3% | — | ||
| Q2 24 | 0.7% | — |
现金转化率FPHSTRO
| Q1 26 | — | — | ||
| Q4 25 | 1.79× | — | ||
| Q3 25 | 1.92× | — | ||
| Q2 25 | -21.58× | — | ||
| Q1 25 | 2.44× | — | ||
| Q4 24 | 0.96× | — | ||
| Q3 24 | -3.77× | — | ||
| Q2 24 | -1.58× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
