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HUBSPOT INC（HUBS）与NEUROCRINE BIOSCIENCES INC（NBIX）财务数据对比。点击上方公司名可切换其他公司
HUBSPOT INC的季度营收约是NEUROCRINE BIOSCIENCES INC的1.1倍（$846.7M vs $805.5M），NEUROCRINE BIOSCIENCES INC净利率更高（19.1% vs 6.4%，领先12.7%），NEUROCRINE BIOSCIENCES INC同比增速更快（28.3% vs 20.4%），NEUROCRINE BIOSCIENCES INC自由现金流更多（$386.0M vs $234.0M），过去两年NEUROCRINE BIOSCIENCES INC的营收复合增速更高（25.0% vs 17.1%）
HubSpot Inc.是总部位于美国马萨诸塞州剑桥市的企业服务提供商，2006年由布莱恩·哈利根与达尔梅什·沙阿联合创立，专注于研发和推广适配营销、销售及客户服务全场景的软件产品，为全球各规模企业的数字化运营提供工具支持。
Neurocrine Biosciences是1992年成立的美国生物制药企业，总部位于加利福尼亚州圣地亚哥，截至2024年10月首席执行官为Kyle Gano。公司专注于神经及内分泌相关疾病的疗法研发，旗下药物缬苯那嗪（商品名Ingrezza）于2017年获美国批准，用于治疗成人迟发性运动障碍。
HUBS vs NBIX — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $846.7M | $805.5M |
| 净利润 | $54.4M | $153.7M |
| 毛利率 | 83.7% | 97.8% |
| 营业利润率 | 5.7% | 26.2% |
| 净利率 | 6.4% | 19.1% |
| 营收同比 | 20.4% | 28.3% |
| 净利润同比 | 992.2% | 49.1% |
| 每股收益（稀释后） | $1.03 | $1.49 |
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
| Q4 25 | $846.7M | $805.5M | ||
| Q3 25 | $809.5M | $794.9M | ||
| Q2 25 | $760.9M | $687.5M | ||
| Q1 25 | $714.1M | $572.6M | ||
| Q4 24 | $703.2M | $627.7M | ||
| Q3 24 | $669.7M | $622.1M | ||
| Q2 24 | $637.2M | $590.2M | ||
| Q1 24 | $617.4M | $515.3M |
| Q4 25 | $54.4M | $153.7M | ||
| Q3 25 | $16.5M | $209.5M | ||
| Q2 25 | $-3.3M | $107.5M | ||
| Q1 25 | $-21.8M | $7.9M | ||
| Q4 24 | $5.0M | $103.1M | ||
| Q3 24 | $8.1M | $129.8M | ||
| Q2 24 | $-14.4M | $65.0M | ||
| Q1 24 | $5.9M | $43.4M |
| Q4 25 | 83.7% | 97.8% | ||
| Q3 25 | 83.5% | 98.2% | ||
| Q2 25 | 83.9% | 98.4% | ||
| Q1 25 | 83.9% | 98.4% | ||
| Q4 24 | 85.3% | 98.5% | ||
| Q3 24 | 85.2% | 98.7% | ||
| Q2 24 | 85.0% | 98.4% | ||
| Q1 24 | 84.6% | 98.5% |
| Q4 25 | 5.7% | 26.2% | ||
| Q3 25 | 1.4% | 30.1% | ||
| Q2 25 | -3.2% | 21.2% | ||
| Q1 25 | -3.8% | 4.1% | ||
| Q4 24 | -1.5% | 22.6% | ||
| Q3 24 | -1.4% | 29.5% | ||
| Q2 24 | -3.8% | 24.6% | ||
| Q1 24 | -3.8% | 19.3% |
| Q4 25 | 6.4% | 19.1% | ||
| Q3 25 | 2.0% | 26.4% | ||
| Q2 25 | -0.4% | 15.6% | ||
| Q1 25 | -3.1% | 1.4% | ||
| Q4 24 | 0.7% | 16.4% | ||
| Q3 24 | 1.2% | 20.9% | ||
| Q2 24 | -2.3% | 11.0% | ||
| Q1 24 | 1.0% | 8.4% |
| Q4 25 | $1.03 | $1.49 | ||
| Q3 25 | $0.31 | $2.04 | ||
| Q2 25 | $-0.06 | $1.06 | ||
| Q1 25 | $-0.42 | $0.08 | ||
| Q4 24 | $0.09 | $1.00 | ||
| Q3 24 | $0.16 | $1.24 | ||
| Q2 24 | $-0.28 | $0.63 | ||
| Q1 24 | $0.12 | $0.42 |
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 | $882.2M | $713.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.1B | $3.3B |
| 总资产 | $3.9B | $4.6B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q4 25 | $882.2M | $713.0M | ||
| Q3 25 | $614.4M | $340.2M | ||
| Q2 25 | $601.2M | $264.0M | ||
| Q1 25 | $625.0M | $194.1M | ||
| Q4 24 | $512.7M | $233.0M | ||
| Q3 24 | $410.1M | $349.1M | ||
| Q2 24 | $797.9M | $139.7M | ||
| Q1 24 | $447.8M | $396.3M |
| Q4 25 | $2.1B | $3.3B | ||
| Q3 25 | $1.9B | $3.0B | ||
| Q2 25 | $2.1B | $2.7B | ||
| Q1 25 | $2.0B | $2.5B | ||
| Q4 24 | $1.9B | $2.6B | ||
| Q3 24 | $1.8B | $2.7B | ||
| Q2 24 | $1.6B | $2.5B | ||
| Q1 24 | $1.4B | $2.4B |
| Q4 25 | $3.9B | $4.6B | ||
| Q3 25 | $3.5B | $4.3B | ||
| Q2 25 | $3.7B | $3.9B | ||
| Q1 25 | $3.9B | $3.7B | ||
| Q4 24 | $3.8B | $3.7B | ||
| Q3 24 | $3.6B | $3.5B | ||
| Q2 24 | $3.4B | $3.3B | ||
| Q1 24 | $3.2B | $3.5B |
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 | $247.4M | $388.4M |
| 自由现金流经营现金流 - 资本支出 | $234.0M | $386.0M |
| 自由现金流率自由现金流/营收 | 27.6% | 47.9% |
| 资本支出强度资本支出/营收 | 1.6% | 0.3% |
| 现金转化率经营现金流/净利润 | 4.55× | 2.53× |
| 过去12个月自由现金流最近4个季度 | $707.6M | $743.9M |
8季度趋势，按日历期对齐
| Q4 25 | $247.4M | $388.4M | ||
| Q3 25 | $187.4M | $227.5M | ||
| Q2 25 | $164.4M | $102.0M | ||
| Q1 25 | $161.6M | $64.8M | ||
| Q4 24 | $194.1M | $242.5M | ||
| Q3 24 | $159.5M | $158.0M | ||
| Q2 24 | $117.8M | $64.6M | ||
| Q1 24 | $127.1M | $130.3M |
| Q4 25 | $234.0M | $386.0M | ||
| Q3 25 | $177.0M | $214.3M | ||
| Q2 25 | $148.3M | $89.5M | ||
| Q1 25 | $148.2M | $54.1M | ||
| Q4 24 | $181.4M | $235.2M | ||
| Q3 24 | $148.4M | $149.9M | ||
| Q2 24 | $109.6M | $53.0M | ||
| Q1 24 | $121.2M | $119.1M |
| Q4 25 | 27.6% | 47.9% | ||
| Q3 25 | 21.9% | 27.0% | ||
| Q2 25 | 19.5% | 13.0% | ||
| Q1 25 | 20.8% | 9.4% | ||
| Q4 24 | 25.8% | 37.5% | ||
| Q3 24 | 22.2% | 24.1% | ||
| Q2 24 | 17.2% | 9.0% | ||
| Q1 24 | 19.6% | 23.1% |
| Q4 25 | 1.6% | 0.3% | ||
| Q3 25 | 1.3% | 1.7% | ||
| Q2 25 | 2.1% | 1.8% | ||
| Q1 25 | 1.9% | 1.9% | ||
| Q4 24 | 1.8% | 1.2% | ||
| Q3 24 | 1.7% | 1.3% | ||
| Q2 24 | 1.3% | 2.0% | ||
| Q1 24 | 1.0% | 2.2% |
| Q4 25 | 4.55× | 2.53× | ||
| Q3 25 | 11.33× | 1.09× | ||
| Q2 25 | — | 0.95× | ||
| Q1 25 | — | 8.20× | ||
| Q4 24 | 38.96× | 2.35× | ||
| Q3 24 | 19.59× | 1.22× | ||
| Q2 24 | — | 0.99× | ||
| Q1 24 | 21.42× | 3.00× |
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
HUBS
| Subscription And Circulation | $829.0M | 98% |
| Services | $17.8M | 2% |
NBIX
| INGREZZA Net Product Sales | $653.8M | 81% |
| CRENESSITY Net Product Sales | $135.4M | 17% |
| Other Income | $12.6M | 2% |
| Collaboration Revenue | $7.2M | 1% |
