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HUBSPOT INC（HUBS）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
HUBSPOT INC的季度营收约是Royalty Pharma plc的1.4倍（$846.7M vs $622.0M），Royalty Pharma plc净利率更高（34.4% vs 6.4%，领先28.0%），HUBSPOT INC同比增速更快（20.4% vs 4.8%），过去两年HUBSPOT INC的营收复合增速更高（17.1% vs 4.6%）
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。
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。
HUBS vs RPRX — 直观对比
营收规模更大
HUBS
是对方的1.4倍
$622.0M
营收增速更快
HUBS
高出15.6%
4.8%
净利率更高
RPRX
高出28.0%
6.4%
两年增速更快
HUBS
近两年复合增速
4.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $846.7M | $622.0M |
| 净利润 | $54.4M | $214.2M |
| 毛利率 | 83.7% | — |
| 营业利润率 | 5.7% | 62.4% |
| 净利率 | 6.4% | 34.4% |
| 营收同比 | 20.4% | 4.8% |
| 净利润同比 | 992.2% | 2.9% |
| 每股收益（稀释后） | $1.03 | $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HUBSRPRX
| Q4 25 | $846.7M | $622.0M | ||
| Q3 25 | $809.5M | $609.3M | ||
| Q2 25 | $760.9M | $578.7M | ||
| Q1 25 | $714.1M | $568.2M | ||
| Q4 24 | $703.2M | $593.6M | ||
| Q3 24 | $669.7M | $564.7M | ||
| Q2 24 | $637.2M | $537.3M | ||
| Q1 24 | $617.4M | $568.0M |
净利润HUBSRPRX
| Q4 25 | $54.4M | $214.2M | ||
| Q3 25 | $16.5M | $288.2M | ||
| Q2 25 | $-3.3M | $30.2M | ||
| Q1 25 | $-21.8M | $238.3M | ||
| Q4 24 | $5.0M | $208.2M | ||
| Q3 24 | $8.1M | $544.0M | ||
| Q2 24 | $-14.4M | $102.0M | ||
| Q1 24 | $5.9M | $4.8M |
毛利率HUBSRPRX
| Q4 25 | 83.7% | — | ||
| Q3 25 | 83.5% | — | ||
| Q2 25 | 83.9% | — | ||
| Q1 25 | 83.9% | — | ||
| Q4 24 | 85.3% | — | ||
| Q3 24 | 85.2% | — | ||
| Q2 24 | 85.0% | — | ||
| Q1 24 | 84.6% | — |
营业利润率HUBSRPRX
| Q4 25 | 5.7% | 62.4% | ||
| Q3 25 | 1.4% | 70.1% | ||
| Q2 25 | -3.2% | 36.3% | ||
| Q1 25 | -3.8% | 94.0% | ||
| Q4 24 | -1.5% | 60.9% | ||
| Q3 24 | -1.4% | — | ||
| Q2 24 | -3.8% | 50.2% | ||
| Q1 24 | -3.8% | -13.0% |
净利率HUBSRPRX
| Q4 25 | 6.4% | 34.4% | ||
| Q3 25 | 2.0% | 47.3% | ||
| Q2 25 | -0.4% | 5.2% | ||
| Q1 25 | -3.1% | 41.9% | ||
| Q4 24 | 0.7% | 35.1% | ||
| Q3 24 | 1.2% | 96.3% | ||
| Q2 24 | -2.3% | 19.0% | ||
| Q1 24 | 1.0% | 0.8% |
每股收益（稀释后）HUBSRPRX
| Q4 25 | $1.03 | $0.49 | ||
| Q3 25 | $0.31 | $0.67 | ||
| Q2 25 | $-0.06 | $0.07 | ||
| Q1 25 | $-0.42 | $0.55 | ||
| Q4 24 | $0.09 | $0.46 | ||
| Q3 24 | $0.16 | $1.21 | ||
| Q2 24 | $-0.28 | $0.23 | ||
| Q1 24 | $0.12 | $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 | $882.2M | $618.7M |
| 总债务越低越好 | — | $9.0B |
| 股东权益账面价值 | $2.1B | $9.7B |
| 总资产 | $3.9B | $19.6B |
| 负债/权益比越低杠杆越低 | — | 0.92× |
8季度趋势，按日历期对齐
现金及短期投资HUBSRPRX
| Q4 25 | $882.2M | $618.7M | ||
| Q3 25 | $614.4M | $938.9M | ||
| Q2 25 | $601.2M | $631.9M | ||
| Q1 25 | $625.0M | $1.1B | ||
| Q4 24 | $512.7M | $929.0M | ||
| Q3 24 | $410.1M | $950.1M | ||
| Q2 24 | $797.9M | $1.8B | ||
| Q1 24 | $447.8M | $843.0M |
总债务HUBSRPRX
| Q4 25 | — | $9.0B | ||
| Q3 25 | — | $8.9B | ||
| Q2 25 | — | $8.0B | ||
| Q1 25 | — | $7.6B | ||
| Q4 24 | — | $7.6B | ||
| Q3 24 | — | $7.6B | ||
| Q2 24 | — | $7.6B | ||
| Q1 24 | — | $6.1B |
股东权益HUBSRPRX
| Q4 25 | $2.1B | $9.7B | ||
| Q3 25 | $1.9B | $9.6B | ||
| Q2 25 | $2.1B | $9.5B | ||
| Q1 25 | $2.0B | $9.8B | ||
| Q4 24 | $1.9B | $10.3B | ||
| Q3 24 | $1.8B | $10.3B | ||
| Q2 24 | $1.6B | $9.8B | ||
| Q1 24 | $1.4B | $9.9B |
总资产HUBSRPRX
| Q4 25 | $3.9B | $19.6B | ||
| Q3 25 | $3.5B | $19.3B | ||
| Q2 25 | $3.7B | $18.3B | ||
| Q1 25 | $3.9B | $17.6B | ||
| Q4 24 | $3.8B | $18.2B | ||
| Q3 24 | $3.6B | $18.0B | ||
| Q2 24 | $3.4B | $17.7B | ||
| Q1 24 | $3.2B | $16.1B |
负债/权益比HUBSRPRX
| Q4 25 | — | 0.92× | ||
| Q3 25 | — | 0.93× | ||
| Q2 25 | — | 0.84× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 0.74× | ||
| Q2 24 | — | 0.78× | ||
| Q1 24 | — | 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 | $247.4M | $827.1M |
| 自由现金流经营现金流 - 资本支出 | $234.0M | — |
| 自由现金流率自由现金流/营收 | 27.6% | — |
| 资本支出强度资本支出/营收 | 1.6% | — |
| 现金转化率经营现金流/净利润 | 4.55× | 3.86× |
| 过去12个月自由现金流最近4个季度 | $707.6M | — |
8季度趋势，按日历期对齐
经营现金流HUBSRPRX
| Q4 25 | $247.4M | $827.1M | ||
| Q3 25 | $187.4M | $702.6M | ||
| Q2 25 | $164.4M | $364.0M | ||
| Q1 25 | $161.6M | $596.1M | ||
| Q4 24 | $194.1M | $742.5M | ||
| Q3 24 | $159.5M | $703.6M | ||
| Q2 24 | $117.8M | $658.2M | ||
| Q1 24 | $127.1M | $664.6M |
自由现金流HUBSRPRX
| Q4 25 | $234.0M | — | ||
| Q3 25 | $177.0M | — | ||
| Q2 25 | $148.3M | — | ||
| Q1 25 | $148.2M | — | ||
| Q4 24 | $181.4M | — | ||
| Q3 24 | $148.4M | — | ||
| Q2 24 | $109.6M | — | ||
| Q1 24 | $121.2M | — |
自由现金流率HUBSRPRX
| Q4 25 | 27.6% | — | ||
| Q3 25 | 21.9% | — | ||
| Q2 25 | 19.5% | — | ||
| Q1 25 | 20.8% | — | ||
| Q4 24 | 25.8% | — | ||
| Q3 24 | 22.2% | — | ||
| Q2 24 | 17.2% | — | ||
| Q1 24 | 19.6% | — |
资本支出强度HUBSRPRX
| Q4 25 | 1.6% | — | ||
| Q3 25 | 1.3% | — | ||
| Q2 25 | 2.1% | — | ||
| Q1 25 | 1.9% | — | ||
| Q4 24 | 1.8% | — | ||
| Q3 24 | 1.7% | — | ||
| Q2 24 | 1.3% | — | ||
| Q1 24 | 1.0% | — |
现金转化率HUBSRPRX
| Q4 25 | 4.55× | 3.86× | ||
| Q3 25 | 11.33× | 2.44× | ||
| Q2 25 | — | 12.06× | ||
| Q1 25 | — | 2.50× | ||
| Q4 24 | 38.96× | 3.57× | ||
| Q3 24 | 19.59× | 1.29× | ||
| Q2 24 | — | 6.45× | ||
| Q1 24 | 21.42× | 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
HUBS
| Subscription And Circulation | $829.0M | 98% |
| Services | $17.8M | 2% |
RPRX
| Financial Royalty Assets | $592.4M | 95% |
| Royalty Income Other | $29.6M | 5% |
