vs
Frontdoor, Inc.（FTDR）与Royalty Pharma plc（RPRX）财务数据对比。点击上方公司名可切换其他公司
Royalty Pharma plc的季度营收约是Frontdoor, Inc.的1.4倍（$622.0M vs $432.0M），Royalty Pharma plc净利率更高（34.4% vs 0.2%，领先34.2%），Frontdoor, Inc.同比增速更快（12.8% vs 4.8%），过去两年Frontdoor, Inc.的营收复合增速更高（6.9% vs 4.6%）
Frontdoor, Inc.是领先的家庭服务与保障平台，主要面向美国市场运营。其提供可定制的家庭保修计划，覆盖家电、暖通空调、管道、电气系统的维修更换，同时支持用户按需对接经预先审核的本地服务商，满足住宅维护及维修需求。
本公司是总部位于美国马萨诸塞州剑桥市的临床阶段生物制药企业，专注于研发可调节转化生长因子β（TGF-β）超家族蛋白的药物，该类蛋白在红细胞、肌肉、骨骼、血管等细胞与组织的生长修复过程中发挥核心作用。
FTDR vs RPRX — 直观对比
营收规模更大
RPRX
是对方的1.4倍
$432.0M
营收增速更快
FTDR
高出8.0%
4.8%
净利率更高
RPRX
高出34.2%
0.2%
两年增速更快
FTDR
近两年复合增速
4.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $432.0M | $622.0M |
| 净利润 | $1.0M | $214.2M |
| 毛利率 | 49.3% | — |
| 营业利润率 | 0.5% | 62.4% |
| 净利率 | 0.2% | 34.4% |
| 营收同比 | 12.8% | 4.8% |
| 净利润同比 | -88.9% | 2.9% |
| 每股收益（稀释后） | $0.03 | $0.49 |
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FTDRRPRX
| Q4 25 | $432.0M | $622.0M | ||
| Q3 25 | $618.0M | $609.3M | ||
| Q2 25 | $617.0M | $578.7M | ||
| Q1 25 | $426.0M | $568.2M | ||
| Q4 24 | $383.0M | $593.6M | ||
| Q3 24 | $540.0M | $564.7M | ||
| Q2 24 | $542.0M | $537.3M | ||
| Q1 24 | $378.0M | $568.0M |
净利润FTDRRPRX
| Q4 25 | $1.0M | $214.2M | ||
| Q3 25 | $106.0M | $288.2M | ||
| Q2 25 | $111.0M | $30.2M | ||
| Q1 25 | $37.0M | $238.3M | ||
| Q4 24 | $9.0M | $208.2M | ||
| Q3 24 | $100.0M | $544.0M | ||
| Q2 24 | $92.0M | $102.0M | ||
| Q1 24 | $34.0M | $4.8M |
毛利率FTDRRPRX
| Q4 25 | 49.3% | — | ||
| Q3 25 | 57.1% | — | ||
| Q2 25 | 57.7% | — | ||
| Q1 25 | 55.2% | — | ||
| Q4 24 | 48.0% | — | ||
| Q3 24 | 56.7% | — | ||
| Q2 24 | 56.5% | — | ||
| Q1 24 | 51.6% | — |
营业利润率FTDRRPRX
| Q4 25 | 0.5% | 62.4% | ||
| Q3 25 | 23.0% | 70.1% | ||
| Q2 25 | 23.7% | 36.3% | ||
| Q1 25 | 11.3% | 94.0% | ||
| Q4 24 | 1.6% | 60.9% | ||
| Q3 24 | 24.8% | — | ||
| Q2 24 | 22.9% | 50.2% | ||
| Q1 24 | 11.9% | -13.0% |
净利率FTDRRPRX
| Q4 25 | 0.2% | 34.4% | ||
| Q3 25 | 17.2% | 47.3% | ||
| Q2 25 | 18.0% | 5.2% | ||
| Q1 25 | 8.7% | 41.9% | ||
| Q4 24 | 2.3% | 35.1% | ||
| Q3 24 | 18.5% | 96.3% | ||
| Q2 24 | 17.0% | 19.0% | ||
| Q1 24 | 9.0% | 0.8% |
每股收益（稀释后）FTDRRPRX
| Q4 25 | $0.03 | $0.49 | ||
| Q3 25 | $1.42 | $0.67 | ||
| Q2 25 | $1.48 | $0.07 | ||
| Q1 25 | $0.49 | $0.55 | ||
| Q4 24 | $0.10 | $0.46 | ||
| Q3 24 | $1.30 | $1.21 | ||
| Q2 24 | $1.18 | $0.23 | ||
| Q1 24 | $0.43 | $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 | $566.0M | $618.7M |
| 总债务越低越好 | $1.1B | $9.0B |
| 股东权益账面价值 | $242.0M | $9.7B |
| 总资产 | $2.1B | $19.6B |
| 负债/权益比越低杠杆越低 | 4.73× | 0.92× |
8季度趋势，按日历期对齐
现金及短期投资FTDRRPRX
| Q4 25 | $566.0M | $618.7M | ||
| Q3 25 | $563.0M | $938.9M | ||
| Q2 25 | $562.0M | $631.9M | ||
| Q1 25 | $506.0M | $1.1B | ||
| Q4 24 | $436.0M | $929.0M | ||
| Q3 24 | $375.0M | $950.1M | ||
| Q2 24 | $419.0M | $1.8B | ||
| Q1 24 | $378.0M | $843.0M |
总债务FTDRRPRX
| Q4 25 | $1.1B | $9.0B | ||
| Q3 25 | $1.2B | $8.9B | ||
| Q2 25 | $1.2B | $8.0B | ||
| Q1 25 | $1.2B | $7.6B | ||
| Q4 24 | $1.2B | $7.6B | ||
| Q3 24 | $565.0M | $7.6B | ||
| Q2 24 | $569.0M | $7.6B | ||
| Q1 24 | $573.0M | $6.1B |
股东权益FTDRRPRX
| Q4 25 | $242.0M | $9.7B | ||
| Q3 25 | $316.0M | $9.6B | ||
| Q2 25 | $254.0M | $9.5B | ||
| Q1 25 | $198.0M | $9.8B | ||
| Q4 24 | $239.0M | $10.3B | ||
| Q3 24 | $261.0M | $10.3B | ||
| Q2 24 | $214.0M | $9.8B | ||
| Q1 24 | $162.0M | $9.9B |
总资产FTDRRPRX
| Q4 25 | $2.1B | $19.6B | ||
| Q3 25 | $2.2B | $19.3B | ||
| Q2 25 | $2.2B | $18.3B | ||
| Q1 25 | $2.1B | $17.6B | ||
| Q4 24 | $2.1B | $18.2B | ||
| Q3 24 | $1.2B | $18.0B | ||
| Q2 24 | $1.2B | $17.7B | ||
| Q1 24 | $1.1B | $16.1B |
负债/权益比FTDRRPRX
| Q4 25 | 4.73× | 0.92× | ||
| Q3 25 | 3.64× | 0.93× | ||
| Q2 25 | 4.56× | 0.84× | ||
| Q1 25 | 5.88× | 0.78× | ||
| Q4 24 | 4.90× | 0.74× | ||
| Q3 24 | 2.16× | 0.74× | ||
| Q2 24 | 2.66× | 0.78× | ||
| Q1 24 | 3.54× | 0.62× |
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 | $101.0M | $827.1M |
| 自由现金流经营现金流 - 资本支出 | $95.0M | — |
| 自由现金流率自由现金流/营收 | 22.0% | — |
| 资本支出强度资本支出/营收 | 1.4% | — |
| 现金转化率经营现金流/净利润 | 101.00× | 3.86× |
| 过去12个月自由现金流最近4个季度 | $390.0M | — |
8季度趋势，按日历期对齐
经营现金流FTDRRPRX
| Q4 25 | $101.0M | $827.1M | ||
| Q3 25 | $64.0M | $702.6M | ||
| Q2 25 | $127.0M | $364.0M | ||
| Q1 25 | $124.0M | $596.1M | ||
| Q4 24 | $58.0M | $742.5M | ||
| Q3 24 | $25.0M | $703.6M | ||
| Q2 24 | $103.0M | $658.2M | ||
| Q1 24 | $84.0M | $664.6M |
自由现金流FTDRRPRX
| Q4 25 | $95.0M | — | ||
| Q3 25 | $58.0M | — | ||
| Q2 25 | $120.0M | — | ||
| Q1 25 | $117.0M | — | ||
| Q4 24 | $50.0M | — | ||
| Q3 24 | $16.0M | — | ||
| Q2 24 | $91.0M | — | ||
| Q1 24 | $74.0M | — |
自由现金流率FTDRRPRX
| Q4 25 | 22.0% | — | ||
| Q3 25 | 9.4% | — | ||
| Q2 25 | 19.4% | — | ||
| Q1 25 | 27.5% | — | ||
| Q4 24 | 13.1% | — | ||
| Q3 24 | 3.0% | — | ||
| Q2 24 | 16.8% | — | ||
| Q1 24 | 19.6% | — |
资本支出强度FTDRRPRX
| Q4 25 | 1.4% | — | ||
| Q3 25 | 1.0% | — | ||
| Q2 25 | 1.1% | — | ||
| Q1 25 | 1.6% | — | ||
| Q4 24 | 2.1% | — | ||
| Q3 24 | 1.7% | — | ||
| Q2 24 | 2.2% | — | ||
| Q1 24 | 2.6% | — |
现金转化率FTDRRPRX
| Q4 25 | 101.00× | 3.86× | ||
| Q3 25 | 0.60× | 2.44× | ||
| Q2 25 | 1.14× | 12.06× | ||
| Q1 25 | 3.35× | 2.50× | ||
| Q4 24 | 6.44× | 3.57× | ||
| Q3 24 | 0.25× | 1.29× | ||
| Q2 24 | 1.12× | 6.45× | ||
| Q1 24 | 2.47× | 139.10× |
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
FTDR
| Renewals | $332.0M | 77% |
| Other | $43.0M | 10% |
| Direct To Consumer Home Service Plan Contracts | $30.0M | 7% |
| Real Estate Home Service Plan Contracts | $27.0M | 6% |
RPRX
| Financial Royalty Assets | $592.4M | 95% |
| Royalty Income Other | $29.6M | 5% |
