vs
Innoviva, Inc.（INVA）与LiveRamp Holdings, Inc.（RAMP）财务数据对比。点击上方公司名可切换其他公司
LiveRamp Holdings, Inc.的季度营收约是Innoviva, Inc.的1.9倍（$212.2M vs $114.6M），Innoviva, Inc.净利率更高（143.2% vs 18.8%，领先124.4%），Innoviva, Inc.同比增速更快（24.8% vs 8.6%），过去两年Innoviva, Inc.的营收复合增速更高（21.6% vs 11.1%）
Innoviva Inc是一家专注于呼吸道疾病、传染病及重症护理领域处方治疗药物研发、商业化及特许权使用费管理的医疗保健企业，与全球领先制药商合作，为北美、欧洲等核心市场的患者提供哮喘、慢性阻塞性肺疾病等病症的治疗方案。
LiveRamp Holdings, Inc.是一家美国SaaS企业，核心业务为提供数据连接平台，服务涵盖数据导入、线下数据线上迁移等能力，助力企业开展营销相关的数据应用，为品牌及营销从业者的数字化运营提供技术支撑。
INVA vs RAMP — 直观对比
营收规模更大
RAMP
是对方的1.9倍
$114.6M
营收增速更快
INVA
高出16.3%
8.6%
净利率更高
INVA
高出124.4%
18.8%
两年增速更快
INVA
近两年复合增速
11.1%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $114.6M | $212.2M |
| 净利润 | $164.2M | $39.9M |
| 毛利率 | 66.0% | 71.9% |
| 营业利润率 | 34.0% | 18.6% |
| 净利率 | 143.2% | 18.8% |
| 营收同比 | 24.8% | 8.6% |
| 净利润同比 | 707.4% | 255.7% |
| 每股收益（稀释后） | $2.19 | $0.62 |
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INVARAMP
| Q4 25 | $114.6M | $212.2M | ||
| Q3 25 | $107.8M | $199.8M | ||
| Q2 25 | $100.3M | $194.8M | ||
| Q1 25 | $88.6M | $188.7M | ||
| Q4 24 | $91.8M | $195.4M | ||
| Q3 24 | $89.5M | $185.5M | ||
| Q2 24 | $99.9M | $176.0M | ||
| Q1 24 | $77.5M | $171.9M |
净利润INVARAMP
| Q4 25 | $164.2M | $39.9M | ||
| Q3 25 | $89.9M | $27.4M | ||
| Q2 25 | $63.7M | $7.7M | ||
| Q1 25 | $-46.6M | $-6.3M | ||
| Q4 24 | $20.3M | $11.2M | ||
| Q3 24 | $1.2M | $1.7M | ||
| Q2 24 | $-34.7M | $-7.5M | ||
| Q1 24 | $36.5M | $-5.4M |
毛利率INVARAMP
| Q4 25 | 66.0% | 71.9% | ||
| Q3 25 | 70.1% | 70.2% | ||
| Q2 25 | 82.9% | 70.1% | ||
| Q1 25 | 82.7% | 69.3% | ||
| Q4 24 | 85.1% | 71.9% | ||
| Q3 24 | 81.6% | 72.4% | ||
| Q2 24 | 85.1% | 70.6% | ||
| Q1 24 | 77.5% | 72.2% |
营业利润率INVARAMP
| Q4 25 | 34.0% | 18.6% | ||
| Q3 25 | 32.1% | 10.7% | ||
| Q2 25 | 48.6% | 3.7% | ||
| Q1 25 | 46.7% | -6.1% | ||
| Q4 24 | 47.0% | 7.5% | ||
| Q3 24 | 48.3% | 4.0% | ||
| Q2 24 | 54.7% | -3.0% | ||
| Q1 24 | 33.3% | -8.3% |
净利率INVARAMP
| Q4 25 | 143.2% | 18.8% | ||
| Q3 25 | 83.4% | 13.7% | ||
| Q2 25 | 63.5% | 4.0% | ||
| Q1 25 | -52.6% | -3.3% | ||
| Q4 24 | 22.1% | 5.7% | ||
| Q3 24 | 1.4% | 0.9% | ||
| Q2 24 | -34.7% | -4.3% | ||
| Q1 24 | 47.1% | -3.1% |
每股收益（稀释后）INVARAMP
| Q4 25 | $2.19 | $0.62 | ||
| Q3 25 | $1.08 | $0.42 | ||
| Q2 25 | $0.77 | $0.12 | ||
| Q1 25 | $-0.74 | $-0.10 | ||
| Q4 24 | $0.43 | $0.17 | ||
| Q3 24 | $0.02 | $0.03 | ||
| Q2 24 | $-0.55 | $-0.11 | ||
| Q1 24 | $0.46 | $-0.09 |
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 | $550.9M | $403.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.2B | $962.3M |
| 总资产 | $1.6B | $1.3B |
| 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INVARAMP
| Q4 25 | $550.9M | $403.4M | ||
| Q3 25 | $476.5M | $376.9M | ||
| Q2 25 | $397.5M | $371.1M | ||
| Q1 25 | $319.1M | $420.8M | ||
| Q4 24 | $305.0M | $384.3M | ||
| Q3 24 | $260.6M | $348.4M | ||
| Q2 24 | $217.0M | $342.7M | ||
| Q1 24 | $178.4M | $368.9M |
股东权益INVARAMP
| Q4 25 | $1.2B | $962.3M | ||
| Q3 25 | $1.0B | $943.8M | ||
| Q2 25 | $714.8M | $947.8M | ||
| Q1 25 | $646.9M | $948.9M | ||
| Q4 24 | $691.2M | $957.7M | ||
| Q3 24 | $668.5M | $932.1M | ||
| Q2 24 | $665.5M | $951.9M | ||
| Q1 24 | $703.7M | $949.1M |
总资产INVARAMP
| Q4 25 | $1.6B | $1.3B | ||
| Q3 25 | $1.4B | $1.2B | ||
| Q2 25 | $1.3B | $1.2B | ||
| Q1 25 | $1.3B | $1.3B | ||
| Q4 24 | $1.3B | $1.3B | ||
| Q3 24 | $1.2B | $1.2B | ||
| Q2 24 | $1.2B | $1.2B | ||
| Q1 24 | $1.3B | $1.2B |
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 | $54.5M | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | 0.1% |
| 现金转化率经营现金流/净利润 | 0.33× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流INVARAMP
| Q4 25 | $54.5M | — | ||
| Q3 25 | $49.7M | $57.4M | ||
| Q2 25 | $44.1M | $-15.8M | ||
| Q1 25 | $48.6M | — | ||
| Q4 24 | $59.2M | $45.1M | ||
| Q3 24 | $48.7M | $55.6M | ||
| Q2 24 | $43.7M | $-9.3M | ||
| Q1 24 | $37.0M | — |
自由现金流INVARAMP
| Q4 25 | — | — | ||
| Q3 25 | — | $56.8M | ||
| Q2 25 | — | $-16.2M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $44.8M | ||
| Q3 24 | $48.4M | $55.4M | ||
| Q2 24 | — | $-9.6M | ||
| Q1 24 | — | — |
自由现金流率INVARAMP
| Q4 25 | — | — | ||
| Q3 25 | — | 28.4% | ||
| Q2 25 | — | -8.3% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 22.9% | ||
| Q3 24 | 54.1% | 29.8% | ||
| Q2 24 | — | -5.4% | ||
| Q1 24 | — | — |
资本支出强度INVARAMP
| Q4 25 | — | 0.1% | ||
| Q3 25 | — | 0.3% | ||
| Q2 25 | — | 0.2% | ||
| Q1 25 | — | 0.2% | ||
| Q4 24 | 0.0% | 0.1% | ||
| Q3 24 | 0.3% | 0.1% | ||
| Q2 24 | 0.0% | 0.1% | ||
| Q1 24 | 0.0% | 1.0% |
现金转化率INVARAMP
| Q4 25 | 0.33× | — | ||
| Q3 25 | 0.55× | 2.09× | ||
| Q2 25 | 0.69× | -2.04× | ||
| Q1 25 | — | — | ||
| Q4 24 | 2.91× | 4.02× | ||
| Q3 24 | 40.14× | 32.10× | ||
| Q2 24 | — | — | ||
| Q1 24 | 1.01× | — |
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
INVA
| Royalty | $54.9M | 48% |
| Xacduro | $32.1M | 28% |
| Giapreza | $19.6M | 17% |
| Xerava | $7.3M | 6% |
RAMP
暂无分部数据
