vs
IRONWOOD PHARMACEUTICALS INC(IRWD)与STEM, INC.(STEM)财务数据对比。点击上方公司名可切换其他公司
IRONWOOD PHARMACEUTICALS INC的季度营收约是STEM, INC.的1.0倍($47.7M vs $47.1M),IRONWOOD PHARMACEUTICALS INC净利率更高(-4.8% vs -33.9%,领先29.1%),STEM, INC.同比增速更快(-15.6% vs -47.3%),过去两年STEM, INC.的营收复合增速更高(36.1% vs -20.2%)
Ironwood制药公司是一家上市制药企业,其前身为Microbia公司,专注于制药领域相关业务研发与运营,面向市场开发各类创新医药产品,满足未被充分满足的临床医疗需求。
该公司是一家公开上市的生物制药企业,总部位于加利福尼亚州纽瓦克,专注研发纯化人类神经干细胞,旨在治疗中枢神经系统疾病与瘫痪,其所研发的神经干细胞可分化为中枢神经系统的神经元、星形胶质细胞与少突胶质细胞这三大主要细胞类型。
IRWD vs STEM — 直观对比
营收规模更大
IRWD
是对方的1.0倍
$47.1M
营收增速更快
STEM
高出31.8%
-47.3%
净利率更高
IRWD
高出29.1%
-33.9%
两年增速更快
STEM
近两年复合增速
-20.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $47.7M | $47.1M |
| 净利润 | $-2.3M | $-16.0M |
| 毛利率 | — | 48.9% |
| 营业利润率 | 14.3% | -17.7% |
| 净利率 | -4.8% | -33.9% |
| 营收同比 | -47.3% | -15.6% |
| 净利润同比 | -200.9% | 68.8% |
| 每股收益(稀释后) | $0.01 | $-4.40 |
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
IRWD
STEM
| Q4 25 | $47.7M | $47.1M | ||
| Q3 25 | $122.1M | $38.2M | ||
| Q2 25 | $85.2M | $38.4M | ||
| Q1 25 | $41.1M | $32.5M | ||
| Q4 24 | $90.5M | $55.8M | ||
| Q3 24 | $91.6M | $29.3M | ||
| Q2 24 | $94.4M | $34.0M | ||
| Q1 24 | $74.9M | $25.5M |
净利润
IRWD
STEM
| Q4 25 | $-2.3M | $-16.0M | ||
| Q3 25 | $40.1M | $-23.8M | ||
| Q2 25 | $23.6M | $202.5M | ||
| Q1 25 | $-37.4M | $-25.0M | ||
| Q4 24 | $2.3M | $-51.1M | ||
| Q3 24 | $3.6M | $-148.3M | ||
| Q2 24 | $-860.0K | $-582.3M | ||
| Q1 24 | $-4.2M | $-72.3M |
毛利率
IRWD
STEM
| Q4 25 | — | 48.9% | ||
| Q3 25 | — | 35.5% | ||
| Q2 25 | — | 33.4% | ||
| Q1 25 | — | 32.4% | ||
| Q4 24 | — | -4.4% | ||
| Q3 24 | — | 21.2% | ||
| Q2 24 | — | 27.6% | ||
| Q1 24 | — | -95.0% |
营业利润率
IRWD
STEM
| Q4 25 | 14.3% | -17.7% | ||
| Q3 25 | 61.8% | -33.6% | ||
| Q2 25 | 53.2% | -34.8% | ||
| Q1 25 | -70.7% | -65.0% | ||
| Q4 24 | 34.8% | -84.4% | ||
| Q3 24 | 28.0% | -493.2% | ||
| Q2 24 | 26.5% | -1705.5% | ||
| Q1 24 | 14.7% | -267.0% |
净利率
IRWD
STEM
| Q4 25 | -4.8% | -33.9% | ||
| Q3 25 | 32.8% | -62.2% | ||
| Q2 25 | 27.7% | 527.8% | ||
| Q1 25 | -90.9% | -76.9% | ||
| Q4 24 | 2.5% | -91.6% | ||
| Q3 24 | 4.0% | -506.3% | ||
| Q2 24 | -0.9% | -1712.6% | ||
| Q1 24 | -5.6% | -283.9% |
每股收益(稀释后)
IRWD
STEM
| Q4 25 | $0.01 | $-4.40 | ||
| Q3 25 | $0.23 | $-2.84 | ||
| Q2 25 | $0.14 | $-1.79 | ||
| Q1 25 | $-0.23 | $-0.15 | ||
| Q4 24 | $0.03 | $-15.29 | ||
| Q3 24 | $0.02 | $-18.24 | ||
| Q2 24 | $-0.01 | $-71.81 | ||
| Q1 24 | $-0.03 | $-0.46 |
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 | $215.5M | $48.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-261.8M | $-249.4M |
| 总资产 | $396.9M | $308.9M |
| 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
IRWD
STEM
| Q4 25 | $215.5M | $48.9M | ||
| Q3 25 | $140.4M | $43.1M | ||
| Q2 25 | $92.9M | $40.8M | ||
| Q1 25 | $108.5M | $58.6M | ||
| Q4 24 | $88.6M | $56.3M | ||
| Q3 24 | $88.2M | $75.4M | ||
| Q2 24 | $105.5M | $89.6M | ||
| Q1 24 | $121.5M | $112.8M |
总债务
IRWD
STEM
| Q4 25 | — | — | ||
| Q3 25 | $199.5M | — | ||
| Q2 25 | $199.3M | — | ||
| Q1 25 | $199.2M | — | ||
| Q4 24 | $199.0M | — | ||
| Q3 24 | $198.8M | — | ||
| Q2 24 | $198.6M | — | ||
| Q1 24 | $398.3M | — |
股东权益
IRWD
STEM
| Q4 25 | $-261.8M | $-249.4M | ||
| Q3 25 | $-264.2M | $-235.7M | ||
| Q2 25 | $-308.2M | $-214.1M | ||
| Q1 25 | $-334.1M | $-417.5M | ||
| Q4 24 | $-301.3M | $-398.4M | ||
| Q3 24 | $-311.3M | $-344.1M | ||
| Q2 24 | $-321.7M | $-203.2M | ||
| Q1 24 | $-330.5M | $371.6M |
总资产
IRWD
STEM
| Q4 25 | $396.9M | $308.9M | ||
| Q3 25 | $396.1M | $362.6M | ||
| Q2 25 | $342.9M | $379.2M | ||
| Q1 25 | $327.2M | $405.1M | ||
| Q4 24 | $350.9M | $437.4M | ||
| Q3 24 | $389.5M | $537.8M | ||
| Q2 24 | $395.6M | $691.5M | ||
| Q1 24 | $438.8M | $1.3B |
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 | $74.6M | $8.2M |
| 自由现金流经营现金流 - 资本支出 | $74.6M | — |
| 自由现金流率自由现金流/营收 | 156.3% | — |
| 资本支出强度资本支出/营收 | 0.0% | — |
| 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 | $127.0M | — |
8季度趋势,按日历期对齐
经营现金流
IRWD
STEM
| Q4 25 | $74.6M | $8.2M | ||
| Q3 25 | $47.6M | $11.4M | ||
| Q2 25 | $-15.1M | $-21.3M | ||
| Q1 25 | $20.0M | $8.5M | ||
| Q4 24 | $15.2M | $-14.7M | ||
| Q3 24 | $9.9M | $-9.4M | ||
| Q2 24 | $33.5M | $-11.9M | ||
| Q1 24 | $45.0M | $-621.0K |
自由现金流
IRWD
STEM
| Q4 25 | $74.6M | — | ||
| Q3 25 | $47.6M | — | ||
| Q2 25 | $-15.1M | — | ||
| Q1 25 | $19.9M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $9.9M | — | ||
| Q2 24 | $33.4M | — | ||
| Q1 24 | $44.9M | — |
自由现金流率
IRWD
STEM
| Q4 25 | 156.3% | — | ||
| Q3 25 | 39.0% | — | ||
| Q2 25 | -17.7% | — | ||
| Q1 25 | 48.4% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 10.8% | — | ||
| Q2 24 | 35.4% | — | ||
| Q1 24 | 60.0% | — |
资本支出强度
IRWD
STEM
| Q4 25 | 0.0% | — | ||
| Q3 25 | 0.0% | — | ||
| Q2 25 | 0.0% | — | ||
| Q1 25 | 0.1% | — | ||
| Q4 24 | 0.0% | — | ||
| Q3 24 | 0.0% | — | ||
| Q2 24 | 0.1% | — | ||
| Q1 24 | 0.1% | — |
现金转化率
IRWD
STEM
| Q4 25 | — | — | ||
| Q3 25 | 1.19× | — | ||
| Q2 25 | -0.64× | -0.11× | ||
| Q1 25 | — | — | ||
| Q4 24 | 6.74× | — | ||
| Q3 24 | 2.71× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图