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Krystal Biotech, Inc.（KRYS）与Repay Holdings Corp（RPAY）财务数据对比。点击上方公司名可切换其他公司
Krystal Biotech, Inc.的季度营收约是Repay Holdings Corp的1.4倍（$107.1M vs $78.6M），Krystal Biotech, Inc.净利率更高（48.0% vs -178.3%，领先226.3%），Krystal Biotech, Inc.同比增速更快（17.5% vs 0.4%），Krystal Biotech, Inc.自由现金流更多（$75.4M vs $23.2M），过去两年Krystal Biotech, Inc.的营收复合增速更高（53.8% vs -1.3%）
Krystal Biotech是一家处于临床阶段的生物技术企业，专注于研发和商业化针对罕见重症皮肤病的新型基因疗法，主要面向北美和欧洲市场，服务缺乏有效常规治疗方案的单基因皮肤病患者。
Repay Holdings Corp是一家聚焦北美市场的支付技术服务商，为零售、医疗、汽车服务、电商等领域的企业提供整合支付处理方案，涵盖银行卡收单、ACH转账、POS系统集成等数字化支付工具，助力客户简化交易流程、提升运营效率。
KRYS vs RPAY — 直观对比
营收规模更大
KRYS
是对方的1.4倍
$78.6M
营收增速更快
KRYS
高出17.1%
0.4%
净利率更高
KRYS
高出226.3%
-178.3%
自由现金流更多
KRYS
多$52.1M
$23.2M
两年增速更快
KRYS
近两年复合增速
-1.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $107.1M | $78.6M |
| 净利润 | $51.4M | $-140.1M |
| 毛利率 | — | 74.2% |
| 营业利润率 | 41.5% | -182.2% |
| 净利率 | 48.0% | -178.3% |
| 营收同比 | 17.5% | 0.4% |
| 净利润同比 | 13.0% | -3304.1% |
| 每股收益（稀释后） | $1.69 | $-1.68 |
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KRYSRPAY
| Q4 25 | $107.1M | $78.6M | ||
| Q3 25 | $97.8M | $77.7M | ||
| Q2 25 | $96.0M | $75.6M | ||
| Q1 25 | $88.2M | $77.3M | ||
| Q4 24 | $91.1M | $78.3M | ||
| Q3 24 | $83.8M | $79.1M | ||
| Q2 24 | $70.3M | $74.9M | ||
| Q1 24 | $45.3M | $80.7M |
净利润KRYSRPAY
| Q4 25 | $51.4M | $-140.1M | ||
| Q3 25 | $79.4M | $-6.4M | ||
| Q2 25 | $38.3M | $-102.3M | ||
| Q1 25 | $35.7M | $-7.9M | ||
| Q4 24 | $45.5M | $-4.1M | ||
| Q3 24 | $27.2M | $3.2M | ||
| Q2 24 | $15.6M | $-4.1M | ||
| Q1 24 | $932.0K | $-5.2M |
毛利率KRYSRPAY
| Q4 25 | — | 74.2% | ||
| Q3 25 | — | 74.4% | ||
| Q2 25 | — | 75.7% | ||
| Q1 25 | — | 75.9% | ||
| Q4 24 | — | 76.3% | ||
| Q3 24 | — | 77.8% | ||
| Q2 24 | — | 78.2% | ||
| Q1 24 | — | 76.2% |
营业利润率KRYSRPAY
| Q4 25 | 41.5% | -182.2% | ||
| Q3 25 | 42.3% | -3.9% | ||
| Q2 25 | 40.9% | -138.7% | ||
| Q1 25 | 41.0% | -4.7% | ||
| Q4 24 | 45.4% | -1.5% | ||
| Q3 24 | 26.8% | -0.9% | ||
| Q2 24 | 12.2% | -4.6% | ||
| Q1 24 | -14.8% | -3.1% |
净利率KRYSRPAY
| Q4 25 | 48.0% | -178.3% | ||
| Q3 25 | 81.2% | -8.3% | ||
| Q2 25 | 39.9% | -135.2% | ||
| Q1 25 | 40.5% | -10.3% | ||
| Q4 24 | 49.9% | -5.3% | ||
| Q3 24 | 32.4% | 4.1% | ||
| Q2 24 | 22.2% | -5.4% | ||
| Q1 24 | 2.1% | -6.5% |
每股收益（稀释后）KRYSRPAY
| Q4 25 | $1.69 | $-1.68 | ||
| Q3 25 | $2.66 | $-0.08 | ||
| Q2 25 | $1.29 | $-1.15 | ||
| Q1 25 | $1.20 | $-0.09 | ||
| Q4 24 | $1.53 | $-0.04 | ||
| Q3 24 | $0.91 | $0.03 | ||
| Q2 24 | $0.53 | $-0.04 | ||
| Q1 24 | $0.03 | $-0.06 |
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 | $496.3M | $115.7M |
| 总债务越低越好 | — | $280.1M |
| 股东权益账面价值 | $1.2B | $484.4M |
| 总资产 | $1.3B | $1.2B |
| 负债/权益比越低杠杆越低 | — | 0.58× |
8季度趋势，按日历期对齐
现金及短期投资KRYSRPAY
| Q4 25 | $496.3M | $115.7M | ||
| Q3 25 | $392.6M | $95.7M | ||
| Q2 25 | $353.8M | $162.6M | ||
| Q1 25 | $308.8M | $165.5M | ||
| Q4 24 | $344.9M | $189.5M | ||
| Q3 24 | $374.0M | $168.7M | ||
| Q2 24 | $345.8M | $147.1M | ||
| Q1 24 | $359.0M | $128.3M |
总债务KRYSRPAY
| Q4 25 | — | $280.1M | ||
| Q3 25 | — | $279.5M | ||
| Q2 25 | — | $279.0M | ||
| Q1 25 | — | $497.6M | ||
| Q4 24 | — | $496.8M | ||
| Q3 24 | — | $496.2M | ||
| Q2 24 | — | $435.6M | ||
| Q1 24 | — | $434.9M |
股东权益KRYSRPAY
| Q4 25 | $1.2B | $484.4M | ||
| Q3 25 | $1.1B | $616.9M | ||
| Q2 25 | $1.0B | $633.7M | ||
| Q1 25 | $984.7M | $755.7M | ||
| Q4 24 | $946.4M | $761.3M | ||
| Q3 24 | $885.8M | $754.7M | ||
| Q2 24 | $838.9M | $815.4M | ||
| Q1 24 | $799.2M | $813.8M |
总资产KRYSRPAY
| Q4 25 | $1.3B | $1.2B | ||
| Q3 25 | $1.2B | $1.3B | ||
| Q2 25 | $1.1B | $1.4B | ||
| Q1 25 | $1.1B | $1.5B | ||
| Q4 24 | $1.1B | $1.6B | ||
| Q3 24 | $982.3M | $1.6B | ||
| Q2 24 | $917.7M | $1.5B | ||
| Q1 24 | $853.3M | $1.5B |
负债/权益比KRYSRPAY
| Q4 25 | — | 0.58× | ||
| Q3 25 | — | 0.45× | ||
| Q2 25 | — | 0.44× | ||
| Q1 25 | — | 0.66× | ||
| Q4 24 | — | 0.65× | ||
| Q3 24 | — | 0.66× | ||
| Q2 24 | — | 0.53× | ||
| Q1 24 | — | 0.53× |
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 | $77.5M | $23.3M |
| 自由现金流经营现金流 - 资本支出 | $75.4M | $23.2M |
| 自由现金流率自由现金流/营收 | 70.4% | 29.6% |
| 资本支出强度资本支出/营收 | 2.0% | 0.1% |
| 现金转化率经营现金流/净利润 | 1.51× | — |
| 过去12个月自由现金流最近4个季度 | $188.9M | $90.7M |
8季度趋势，按日历期对齐
经营现金流KRYSRPAY
| Q4 25 | $77.5M | $23.3M | ||
| Q3 25 | $39.7M | $32.2M | ||
| Q2 25 | $52.7M | $33.1M | ||
| Q1 25 | $31.0M | $2.5M | ||
| Q4 24 | $52.8M | $34.3M | ||
| Q3 24 | $58.9M | $60.1M | ||
| Q2 24 | $-4.2M | $31.0M | ||
| Q1 24 | $15.9M | $24.8M |
自由现金流KRYSRPAY
| Q4 25 | $75.4M | $23.2M | ||
| Q3 25 | $38.0M | $32.1M | ||
| Q2 25 | $50.8M | $33.0M | ||
| Q1 25 | $24.8M | $2.4M | ||
| Q4 24 | $52.0M | $34.0M | ||
| Q3 24 | $57.8M | $59.8M | ||
| Q2 24 | $-5.3M | $30.5M | ||
| Q1 24 | $14.6M | $24.7M |
自由现金流率KRYSRPAY
| Q4 25 | 70.4% | 29.6% | ||
| Q3 25 | 38.8% | 41.3% | ||
| Q2 25 | 52.9% | 43.6% | ||
| Q1 25 | 28.1% | 3.0% | ||
| Q4 24 | 57.1% | 43.5% | ||
| Q3 24 | 69.0% | 75.6% | ||
| Q2 24 | -7.5% | 40.7% | ||
| Q1 24 | 32.3% | 30.6% |
资本支出强度KRYSRPAY
| Q4 25 | 2.0% | 0.1% | ||
| Q3 25 | 1.7% | 0.2% | ||
| Q2 25 | 2.0% | 0.1% | ||
| Q1 25 | 7.0% | 0.2% | ||
| Q4 24 | 0.9% | 0.3% | ||
| Q3 24 | 1.2% | 0.3% | ||
| Q2 24 | 1.6% | 0.6% | ||
| Q1 24 | 2.8% | 0.1% |
现金转化率KRYSRPAY
| Q4 25 | 1.51× | — | ||
| Q3 25 | 0.50× | — | ||
| Q2 25 | 1.38× | — | ||
| Q1 25 | 0.87× | — | ||
| Q4 24 | 1.16× | — | ||
| Q3 24 | 2.17× | 18.52× | ||
| Q2 24 | -0.27× | — | ||
| Q1 24 | 17.05× | — |
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
KRYS
暂无分部数据
RPAY
| Sales Channel Directly To Consumer | $69.4M | 88% |
| Other | $6.8M | 9% |
| Sales Channel Through Intermediary | $2.3M | 3% |
