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Immunovant, Inc.(IMVT)与INTELLIGENT PROTECTION MANAGEMENT CORP.(IPM)财务数据对比。点击上方公司名可切换其他公司
Immunovant, Inc.的季度营收约是INTELLIGENT PROTECTION MANAGEMENT CORP.的1.4倍($8.4M vs $6.1M),INTELLIGENT PROTECTION MANAGEMENT CORP.同比增速更快(2091.6% vs 140.7%)
Immunovant是一家临床阶段生物制药企业,专注于开发用于治疗严重、罕见自身免疫性疾病及炎症性疾病的新型单克隆抗体疗法,其核心在研候选产品覆盖多种自身免疫适应症,面向全球医疗市场布局研发管线。
智能防护管理公司是一家总部位于英国格洛斯特郡的控股母公司,于2008年5月21日完成注册。公司为旗下四家子公司提供集团管理架构,其前身是专精于情报搜集、反间谍与反窃听检测业务的国际情报有限公司。
IMVT vs IPM — 直观对比
营收规模更大
IMVT
是对方的1.4倍
$6.1M
营收增速更快
IPM
高出1950.8%
140.7%
损益表 — Q4 FY2024 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $8.4M | $6.1M |
| 净利润 | $-75.3M | — |
| 毛利率 | — | 53.1% |
| 营业利润率 | -896.2% | -13.4% |
| 净利率 | -899.0% | — |
| 营收同比 | 140.7% | 2091.6% |
| 净利润同比 | -26.7% | — |
| 每股收益(稀释后) | $-0.50 | $-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
IMVT
IPM
| Q4 25 | — | $6.1M | ||
| Q3 25 | — | $6.2M | ||
| Q2 25 | — | $5.7M | ||
| Q1 25 | — | $5.5M | ||
| Q1 24 | $8.4M | — | ||
| Q4 23 | $8.9M | $-7.3M | ||
| Q3 23 | $3.6M | $2.8M | ||
| Q2 23 | $4.1M | $3.0M |
净利润
IMVT
IPM
| Q4 25 | — | — | ||
| Q3 25 | — | $-1.1M | ||
| Q2 25 | — | $-1.1M | ||
| Q1 25 | — | $808.5K | ||
| Q1 24 | $-75.3M | — | ||
| Q4 23 | $-51.4M | — | ||
| Q3 23 | $-58.7M | $-181.6K | ||
| Q2 23 | $-73.9M | $135.6K |
毛利率
IMVT
IPM
| Q4 25 | — | 53.1% | ||
| Q3 25 | — | 50.7% | ||
| Q2 25 | — | 50.1% | ||
| Q1 25 | — | 55.3% | ||
| Q1 24 | — | — | ||
| Q4 23 | — | — | ||
| Q3 23 | — | 70.1% | ||
| Q2 23 | — | 73.8% |
营业利润率
IMVT
IPM
| Q4 25 | — | -13.4% | ||
| Q3 25 | — | -23.0% | ||
| Q2 25 | — | -19.7% | ||
| Q1 25 | — | -24.2% | ||
| Q1 24 | -896.2% | — | ||
| Q4 23 | -576.8% | — | ||
| Q3 23 | -1629.6% | -14.1% | ||
| Q2 23 | -1819.1% | -9.4% |
净利率
IMVT
IPM
| Q4 25 | — | — | ||
| Q3 25 | — | -17.4% | ||
| Q2 25 | — | -18.3% | ||
| Q1 25 | — | 14.7% | ||
| Q1 24 | -899.0% | — | ||
| Q4 23 | -575.6% | — | ||
| Q3 23 | -1642.3% | -6.6% | ||
| Q2 23 | -1818.9% | 4.6% |
每股收益(稀释后)
IMVT
IPM
| Q4 25 | — | $-0.05 | ||
| Q3 25 | — | $-0.08 | ||
| Q2 25 | — | $-0.08 | ||
| Q1 25 | — | $0.06 | ||
| Q1 24 | $-0.50 | — | ||
| Q4 23 | $-0.36 | $-0.03 | ||
| Q3 23 | $-0.45 | $-0.02 | ||
| Q2 23 | $-0.57 | $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 | $635.4M | $5.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $617.8M | $18.2M |
| 总资产 | $666.4M | $26.0M |
| 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
IMVT
IPM
| Q4 25 | — | $5.6M | ||
| Q3 25 | — | $7.3M | ||
| Q2 25 | — | $7.3M | ||
| Q1 25 | — | $9.7M | ||
| Q1 24 | $635.4M | — | ||
| Q4 23 | $690.9M | $13.6M | ||
| Q3 23 | $269.9M | $13.7M | ||
| Q2 23 | $330.0M | $13.7M |
股东权益
IMVT
IPM
| Q4 25 | — | $18.2M | ||
| Q3 25 | — | $18.8M | ||
| Q2 25 | — | $19.9M | ||
| Q1 25 | — | $21.1M | ||
| Q1 24 | $617.8M | — | ||
| Q4 23 | $679.3M | $20.1M | ||
| Q3 23 | $251.8M | $20.4M | ||
| Q2 23 | $299.9M | $20.5M |
总资产
IMVT
IPM
| Q4 25 | — | $26.0M | ||
| Q3 25 | — | $27.2M | ||
| Q2 25 | — | $29.8M | ||
| Q1 25 | — | $31.1M | ||
| Q1 24 | $666.4M | — | ||
| Q4 23 | $711.4M | $23.9M | ||
| Q3 23 | $292.1M | $24.1M | ||
| Q2 23 | $351.2M | $24.4M |
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 | $-59.7M | $87.6K |
| 自由现金流经营现金流 - 资本支出 | $-59.8M | — |
| 自由现金流率自由现金流/营收 | -714.4% | — |
| 资本支出强度资本支出/营收 | 1.8% | — |
| 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 | $-214.6M | — |
8季度趋势,按日历期对齐
经营现金流
IMVT
IPM
| Q4 25 | — | $87.6K | ||
| Q3 25 | — | $133.0K | ||
| Q2 25 | — | $-888.7K | ||
| Q1 25 | — | $1.7M | ||
| Q1 24 | $-59.7M | — | ||
| Q4 23 | $-47.1M | $-99.0K | ||
| Q3 23 | $-60.1M | $16.1K | ||
| Q2 23 | $-47.4M | $-193.8K |
自由现金流
IMVT
IPM
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q1 24 | $-59.8M | — | ||
| Q4 23 | $-47.2M | — | ||
| Q3 23 | $-60.1M | — | ||
| Q2 23 | $-47.4M | — |
自由现金流率
IMVT
IPM
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q1 24 | -714.4% | — | ||
| Q4 23 | -528.7% | — | ||
| Q3 23 | -1682.4% | — | ||
| Q2 23 | -1166.4% | — |
资本支出强度
IMVT
IPM
| Q4 25 | — | — | ||
| Q3 25 | — | 0.0% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q1 24 | 1.8% | — | ||
| Q4 23 | 1.5% | — | ||
| Q3 23 | 1.0% | — | ||
| Q2 23 | 1.1% | — |
现金转化率
IMVT
IPM
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 2.16× | ||
| Q1 24 | — | — | ||
| Q4 23 | — | — | ||
| Q3 23 | — | — | ||
| Q2 23 | — | -1.43× |
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
IMVT
暂无分部数据
IPM
| Procurement Revenue | $5.4M | 88% |
| Other | $743.9K | 12% |