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Immunovant, Inc.（IMVT）与SuperCom Ltd（SPCB）财务数据对比。点击上方公司名可切换其他公司
SuperCom Ltd的季度营收约是Immunovant, Inc.的1.7倍（$14.2M vs $8.4M），SuperCom Ltd净利率更高（37.5% vs -899.0%，领先936.5%），Immunovant, Inc.同比增速更快（140.7% vs -1.5%），SuperCom Ltd自由现金流更多（$-3.6M vs $-59.8M）
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。
Super.com是一家总部位于美国旧金山的科技公司，由侯赛因·法扎勒和施亨利联合创立。该公司主营金融服务业务，具体涵盖会员奖励计划以及旅行预订等相关服务，在出行与消费金融领域深耕发展。
IMVT vs SPCB — 直观对比
营收规模更大
SPCB
是对方的1.7倍
$8.4M
营收增速更快
IMVT
高出142.2%
-1.5%
净利率更高
SPCB
高出936.5%
-899.0%
自由现金流更多
SPCB
多$56.3M
$-59.8M
损益表 — Q4 FY2024 vs Q2 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $8.4M | $14.2M |
| 净利润 | $-75.3M | $5.3M |
| 毛利率 | — | 61.2% |
| 营业利润率 | -896.2% | 16.3% |
| 净利率 | -899.0% | 37.5% |
| 营收同比 | 140.7% | -1.5% |
| 净利润同比 | -26.7% | 79.5% |
| 每股收益（稀释后） | $-0.50 | $1.32 |
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IMVTSPCB
| Q2 25 | — | $14.2M | ||
| Q2 24 | — | $14.4M | ||
| Q1 24 | $8.4M | — | ||
| Q4 23 | $8.9M | — | ||
| Q3 23 | $3.6M | — | ||
| Q2 23 | $4.1M | $14.1M | ||
| Q1 23 | $3.5M | — | ||
| Q4 22 | $2.9M | — |
净利润IMVTSPCB
| Q2 25 | — | $5.3M | ||
| Q2 24 | — | $3.0M | ||
| Q1 24 | $-75.3M | — | ||
| Q4 23 | $-51.4M | — | ||
| Q3 23 | $-58.7M | — | ||
| Q2 23 | $-73.9M | $-2.6M | ||
| Q1 23 | $-59.4M | — | ||
| Q4 22 | $-63.2M | — |
毛利率IMVTSPCB
| Q2 25 | — | 61.2% | ||
| Q2 24 | — | 52.3% | ||
| Q1 24 | — | — | ||
| Q4 23 | — | — | ||
| Q3 23 | — | — | ||
| Q2 23 | — | 27.2% | ||
| Q1 23 | — | — | ||
| Q4 22 | — | — |
营业利润率IMVTSPCB
| Q2 25 | — | 16.3% | ||
| Q2 24 | — | 7.7% | ||
| Q1 24 | -896.2% | — | ||
| Q4 23 | -576.8% | — | ||
| Q3 23 | -1629.6% | — | ||
| Q2 23 | -1819.1% | -12.2% | ||
| Q1 23 | -1736.3% | — | ||
| Q4 22 | -2134.5% | — |
净利率IMVTSPCB
| Q2 25 | — | 37.5% | ||
| Q2 24 | — | 20.6% | ||
| Q1 24 | -899.0% | — | ||
| Q4 23 | -575.6% | — | ||
| Q3 23 | -1642.3% | — | ||
| Q2 23 | -1818.9% | -18.3% | ||
| Q1 23 | -1707.8% | — | ||
| Q4 22 | -2147.7% | — |
每股收益（稀释后）IMVTSPCB
| Q2 25 | — | $1.32 | ||
| Q2 24 | — | $1.19 | ||
| Q1 24 | $-0.50 | — | ||
| Q4 23 | $-0.36 | — | ||
| Q3 23 | $-0.45 | — | ||
| Q2 23 | $-0.57 | $-10.66 | ||
| Q1 23 | $-0.46 | — | ||
| Q4 22 | $-0.49 | — |
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 | $15.0M |
| 总债务越低越好 | — | $23.6M |
| 股东权益账面价值 | $617.8M | $37.3M |
| 总资产 | $666.4M | $65.5M |
| 负债/权益比越低杠杆越低 | — | 0.63× |
8季度趋势，按日历期对齐
现金及短期投资IMVTSPCB
| Q2 25 | — | $15.0M | ||
| Q2 24 | — | $5.7M | ||
| Q1 24 | $635.4M | — | ||
| Q4 23 | $690.9M | — | ||
| Q3 23 | $269.9M | — | ||
| Q2 23 | $330.0M | $1.1M | ||
| Q1 23 | $376.5M | — | ||
| Q4 22 | $432.6M | — |
总债务IMVTSPCB
| Q2 25 | — | $23.6M | ||
| Q2 24 | — | $29.2M | ||
| Q1 24 | — | — | ||
| Q4 23 | — | — | ||
| Q3 23 | — | — | ||
| Q2 23 | — | $32.9M | ||
| Q1 23 | — | — | ||
| Q4 22 | — | — |
股东权益IMVTSPCB
| Q2 25 | — | $37.3M | ||
| Q2 24 | — | $13.8M | ||
| Q1 24 | $617.8M | — | ||
| Q4 23 | $679.3M | — | ||
| Q3 23 | $251.8M | — | ||
| Q2 23 | $299.9M | $3.5M | ||
| Q1 23 | $362.5M | — | ||
| Q4 22 | $414.7M | — |
总资产IMVTSPCB
| Q2 25 | — | $65.5M | ||
| Q2 24 | — | $49.6M | ||
| Q1 24 | $666.4M | — | ||
| Q4 23 | $711.4M | — | ||
| Q3 23 | $292.1M | — | ||
| Q2 23 | $351.2M | $40.8M | ||
| Q1 23 | $405.8M | — | ||
| Q4 22 | $456.2M | — |
负债/权益比IMVTSPCB
| Q2 25 | — | 0.63× | ||
| Q2 24 | — | 2.11× | ||
| Q1 24 | — | — | ||
| Q4 23 | — | — | ||
| Q3 23 | — | — | ||
| Q2 23 | — | 9.49× | ||
| Q1 23 | — | — | ||
| Q4 22 | — | — |
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 | $-2.2M |
| 自由现金流经营现金流 - 资本支出 | $-59.8M | $-3.6M |
| 自由现金流率自由现金流/营收 | -714.4% | -25.3% |
| 资本支出强度资本支出/营收 | 1.8% | 10.0% |
| 现金转化率经营现金流/净利润 | — | -0.41× |
| 过去12个月自由现金流最近4个季度 | $-214.6M | $-14.0M |
8季度趋势，按日历期对齐
经营现金流IMVTSPCB
| Q2 25 | — | $-2.2M | ||
| Q2 24 | — | $-950.0K | ||
| Q1 24 | $-59.7M | — | ||
| Q4 23 | $-47.1M | — | ||
| Q3 23 | $-60.1M | — | ||
| Q2 23 | $-47.4M | $-3.4M | ||
| Q1 23 | $-55.8M | — | ||
| Q4 22 | $-46.4M | — |
自由现金流IMVTSPCB
| Q2 25 | — | $-3.6M | ||
| Q2 24 | — | $-1.6M | ||
| Q1 24 | $-59.8M | — | ||
| Q4 23 | $-47.2M | — | ||
| Q3 23 | $-60.1M | — | ||
| Q2 23 | $-47.4M | $-4.5M | ||
| Q1 23 | $-55.8M | — | ||
| Q4 22 | $-46.5M | — |
自由现金流率IMVTSPCB
| Q2 25 | — | -25.3% | ||
| Q2 24 | — | -10.8% | ||
| Q1 24 | -714.4% | — | ||
| Q4 23 | -528.7% | — | ||
| Q3 23 | -1682.4% | — | ||
| Q2 23 | -1166.4% | -31.5% | ||
| Q1 23 | -1604.0% | — | ||
| Q4 22 | -1579.2% | — |
资本支出强度IMVTSPCB
| Q2 25 | — | 10.0% | ||
| Q2 24 | — | 4.2% | ||
| Q1 24 | 1.8% | — | ||
| Q4 23 | 1.5% | — | ||
| Q3 23 | 1.0% | — | ||
| Q2 23 | 1.1% | 7.4% | ||
| Q1 23 | 0.7% | — | ||
| Q4 22 | 3.3% | — |
现金转化率IMVTSPCB
| Q2 25 | — | -0.41× | ||
| Q2 24 | — | -0.32× | ||
| Q1 24 | — | — | ||
| Q4 23 | — | — | ||
| Q3 23 | — | — | ||
| Q2 23 | — | — | ||
| Q1 23 | — | — | ||
| Q4 22 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
