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JFrog Ltd（FROG）与再鼎医药（ZLAB）财务数据对比。点击上方公司名可切换其他公司
JFrog Ltd的季度营收约是再鼎医药的1.1倍（$145.3M vs $127.1M），JFrog Ltd同比增速更快（25.2% vs 17.1%），JFrog Ltd自由现金流更多（$49.9M vs $-26.7M），过去两年再鼎医药的营收复合增速更高（20.8% vs 20.4%）
JFrog Ltd是全球知名的DevOps技术服务商，面向科技、金融、零售、制造等多个行业客户，提供全链路软件发布、制品管理与安全解决方案，助力企业简化云、本地及混合部署环境下的应用开发与交付流程。
再鼎医药是一家创新生物制药企业，专注于肿瘤、自身免疫性疾病、感染性疾病等领域创新疗法的研发、生产与商业化，核心市场覆盖大中华区，与全球多家头部生物科技企业合作，为存在未被满足医疗需求的患者提供治疗方案。
FROG vs ZLAB — 直观对比
营收规模更大
FROG
是对方的1.1倍
$127.1M
营收增速更快
FROG
高出8.1%
17.1%
自由现金流更多
FROG
多$76.6M
$-26.7M
两年增速更快
ZLAB
近两年复合增速
20.4%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $145.3M | $127.1M |
| 净利润 | $-15.2M | — |
| 毛利率 | 77.9% | 51.0% |
| 营业利润率 | -14.7% | -54.6% |
| 净利率 | -10.5% | — |
| 营收同比 | 25.2% | 17.1% |
| 净利润同比 | 34.4% | — |
| 每股收益（稀释后） | $-0.13 | $-0.05 |
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FROGZLAB
| Q4 25 | $145.3M | $127.1M | ||
| Q3 25 | $136.9M | $115.4M | ||
| Q2 25 | $127.2M | $109.1M | ||
| Q1 25 | $122.4M | $105.7M | ||
| Q4 24 | $116.1M | $108.5M | ||
| Q3 24 | $109.1M | $101.8M | ||
| Q2 24 | $103.0M | $100.1M | ||
| Q1 24 | $100.3M | $87.1M |
净利润FROGZLAB
| Q4 25 | $-15.2M | — | ||
| Q3 25 | $-16.4M | $-36.0M | ||
| Q2 25 | $-21.7M | $-40.7M | ||
| Q1 25 | $-18.5M | $-48.4M | ||
| Q4 24 | $-23.2M | — | ||
| Q3 24 | $-22.9M | $-41.7M | ||
| Q2 24 | $-14.3M | $-80.3M | ||
| Q1 24 | $-8.8M | $-53.5M |
毛利率FROGZLAB
| Q4 25 | 77.9% | 51.0% | ||
| Q3 25 | 77.4% | 59.5% | ||
| Q2 25 | 76.3% | 60.6% | ||
| Q1 25 | 75.3% | 63.6% | ||
| Q4 24 | 75.4% | 61.5% | ||
| Q3 24 | 75.0% | 64.1% | ||
| Q2 24 | 78.8% | 64.9% | ||
| Q1 24 | 79.5% | 61.4% |
营业利润率FROGZLAB
| Q4 25 | -14.7% | -54.6% | ||
| Q3 25 | -15.8% | -42.3% | ||
| Q2 25 | -20.4% | -50.3% | ||
| Q1 25 | -18.8% | -53.3% | ||
| Q4 24 | -21.9% | -62.6% | ||
| Q3 24 | -27.4% | -66.6% | ||
| Q2 24 | -18.6% | -76.0% | ||
| Q1 24 | -16.6% | -80.7% |
净利率FROGZLAB
| Q4 25 | -10.5% | — | ||
| Q3 25 | -12.0% | -31.2% | ||
| Q2 25 | -17.0% | -37.3% | ||
| Q1 25 | -15.1% | -45.8% | ||
| Q4 24 | -20.0% | — | ||
| Q3 24 | -21.0% | -40.9% | ||
| Q2 24 | -13.9% | -80.2% | ||
| Q1 24 | -8.8% | -61.4% |
每股收益（稀释后）FROGZLAB
| Q4 25 | $-0.13 | $-0.05 | ||
| Q3 25 | $-0.14 | $-0.03 | ||
| Q2 25 | $-0.19 | $-0.04 | ||
| Q1 25 | $-0.16 | $-0.04 | ||
| Q4 24 | $-0.21 | $-0.09 | ||
| Q3 24 | $-0.21 | $-0.04 | ||
| Q2 24 | $-0.13 | $-0.08 | ||
| Q1 24 | $-0.08 | $-0.05 |
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 | $704.4M | $689.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $887.4M | $715.5M |
| 总资产 | $1.3B | $1.2B |
| 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FROGZLAB
| Q4 25 | $704.4M | $689.6M | ||
| Q3 25 | $651.1M | $717.2M | ||
| Q2 25 | $611.7M | $732.2M | ||
| Q1 25 | $563.5M | $757.3M | ||
| Q4 24 | $522.0M | $779.7M | ||
| Q3 24 | $467.8M | $616.1M | ||
| Q2 24 | $591.3M | $630.0M | ||
| Q1 24 | $579.6M | $650.8M |
股东权益FROGZLAB
| Q4 25 | $887.4M | $715.5M | ||
| Q3 25 | $859.4M | $759.9M | ||
| Q2 25 | $826.5M | $791.7M | ||
| Q1 25 | $800.0M | $810.8M | ||
| Q4 24 | $773.5M | $840.9M | ||
| Q3 24 | $756.2M | $667.7M | ||
| Q2 24 | $721.4M | $704.2M | ||
| Q1 24 | $707.8M | $762.2M |
总资产FROGZLAB
| Q4 25 | $1.3B | $1.2B | ||
| Q3 25 | $1.3B | $1.2B | ||
| Q2 25 | $1.2B | $1.2B | ||
| Q1 25 | $1.2B | $1.2B | ||
| Q4 24 | $1.1B | $1.2B | ||
| Q3 24 | $1.1B | $985.3M | ||
| Q2 24 | $1.0B | $987.4M | ||
| Q1 24 | $997.1M | $988.4M |
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 | $50.7M | $-26.0M |
| 自由现金流经营现金流 - 资本支出 | $49.9M | $-26.7M |
| 自由现金流率自由现金流/营收 | 34.3% | -21.0% |
| 资本支出强度资本支出/营收 | 0.6% | 0.5% |
| 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 | $142.3M | $-158.9M |
8季度趋势，按日历期对齐
经营现金流FROGZLAB
| Q4 25 | $50.7M | $-26.0M | ||
| Q3 25 | $30.2M | $-32.0M | ||
| Q2 25 | $36.1M | $-31.0M | ||
| Q1 25 | $28.8M | $-61.7M | ||
| Q4 24 | $49.1M | $-55.8M | ||
| Q3 24 | $27.6M | $-26.8M | ||
| Q2 24 | $16.7M | $-42.2M | ||
| Q1 24 | $17.5M | $-90.1M |
自由现金流FROGZLAB
| Q4 25 | $49.9M | $-26.7M | ||
| Q3 25 | $28.8M | $-35.0M | ||
| Q2 25 | $35.5M | $-33.9M | ||
| Q1 25 | $28.1M | $-63.2M | ||
| Q4 24 | $48.5M | $-58.4M | ||
| Q3 24 | $26.7M | $-28.2M | ||
| Q2 24 | $16.0M | $-42.9M | ||
| Q1 24 | $16.6M | $-91.1M |
自由现金流率FROGZLAB
| Q4 25 | 34.3% | -21.0% | ||
| Q3 25 | 21.0% | -30.4% | ||
| Q2 25 | 27.9% | -31.1% | ||
| Q1 25 | 23.0% | -59.9% | ||
| Q4 24 | 41.8% | -53.8% | ||
| Q3 24 | 24.5% | -27.7% | ||
| Q2 24 | 15.5% | -42.9% | ||
| Q1 24 | 16.6% | -104.5% |
资本支出强度FROGZLAB
| Q4 25 | 0.6% | 0.5% | ||
| Q3 25 | 1.0% | 2.6% | ||
| Q2 25 | 0.5% | 2.6% | ||
| Q1 25 | 0.5% | 1.5% | ||
| Q4 24 | 0.5% | 2.4% | ||
| Q3 24 | 0.9% | 1.3% | ||
| Q2 24 | 0.7% | 0.7% | ||
| Q1 24 | 0.8% | 1.1% |
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
FROG
暂无分部数据
ZLAB
| Zejula | $56.0M | 44% |
| Other | $21.9M | 17% |
| Nuzyra | $16.0M | 13% |
| Optune | $11.9M | 9% |
| XACDURO | $10.7M | 8% |
| Qinlock | $9.7M | 8% |
| AUGTYRO | $836.0K | 1% |
