vs
传奇生物(LEGN)与ONITY GROUP INC.(ONIT)财务数据对比。点击上方公司名可切换其他公司
ONITY GROUP INC.的季度营收约是传奇生物的1.1倍($290.0M vs $272.3M),ONITY GROUP INC.净利率更高(43.9% vs -14.6%,领先58.4%),传奇生物同比增速更快(70.0% vs 29.0%),过去两年传奇生物的营收复合增速更高(92.7% vs 10.1%)
传奇生物是金斯瑞生物科技旗下专注于生物科技领域的企业,金斯瑞2002年由章方良、王烨、王鲁泉等人于新泽西共同创立,总部位于中国,主要提供生命科学研究相关的仪器与服务,2015年在港交所上市,现任轮值首席执行官为邵炜慧。
奥尼提集团(原奥克文)是一家提供住宅及商业抵押贷款 servicing、特殊 servicing以及资产管理服务的供应商,业务性质也可概括为向房主收取每月本金与利息。公司成立于1988年,总部位于佛罗里达州西棕榈滩,在美国多地及菲律宾、印度都设有办公及支持运营点。
LEGN vs ONIT — 直观对比
营收规模更大
ONIT
是对方的1.1倍
$272.3M
营收增速更快
LEGN
高出41.0%
29.0%
净利率更高
ONIT
高出58.4%
-14.6%
两年增速更快
LEGN
近两年复合增速
10.1%
损益表 — Q3 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $272.3M | $290.0M |
| 净利润 | $-39.7M | $127.2M |
| 毛利率 | 58.4% | — |
| 营业利润率 | -16.0% | — |
| 净利率 | -14.6% | 43.9% |
| 营收同比 | 70.0% | 29.0% |
| 净利润同比 | 68.3% | 552.7% |
| 每股收益(稀释后) | $-0.11 | $14.53 |
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
LEGN
ONIT
| Q4 25 | — | $290.0M | ||
| Q3 25 | $272.3M | $280.3M | ||
| Q2 25 | $255.1M | $246.6M | ||
| Q1 25 | $195.1M | $249.8M | ||
| Q4 24 | — | $224.8M | ||
| Q3 24 | $160.2M | $265.7M | ||
| Q2 24 | $186.5M | $246.4M | ||
| Q1 24 | $94.0M | $239.1M |
净利润
LEGN
ONIT
| Q4 25 | — | $127.2M | ||
| Q3 25 | $-39.7M | $18.7M | ||
| Q2 25 | $-125.4M | $21.5M | ||
| Q1 25 | $-100.9M | $22.1M | ||
| Q4 24 | — | $-28.1M | ||
| Q3 24 | $-125.3M | $21.4M | ||
| Q2 24 | $-18.2M | $10.5M | ||
| Q1 24 | $-59.8M | $30.1M |
毛利率
LEGN
ONIT
| Q4 25 | — | — | ||
| Q3 25 | 58.4% | — | ||
| Q2 25 | 62.8% | — | ||
| Q1 25 | 64.4% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 67.2% | — | ||
| Q2 24 | 75.7% | — | ||
| Q1 24 | 47.8% | — |
营业利润率
LEGN
ONIT
| Q4 25 | — | — | ||
| Q3 25 | -16.0% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 3.6% | ||
| Q4 24 | — | -14.9% | ||
| Q3 24 | -43.9% | 10.4% | ||
| Q2 24 | — | 5.5% | ||
| Q1 24 | — | 13.3% |
净利率
LEGN
ONIT
| Q4 25 | — | 43.9% | ||
| Q3 25 | -14.6% | 6.7% | ||
| Q2 25 | -49.2% | 8.7% | ||
| Q1 25 | -51.7% | 8.8% | ||
| Q4 24 | — | -12.5% | ||
| Q3 24 | -78.2% | 8.1% | ||
| Q2 24 | -9.8% | 4.3% | ||
| Q1 24 | -63.6% | 12.6% |
每股收益(稀释后)
LEGN
ONIT
| Q4 25 | — | $14.53 | ||
| Q3 25 | $-0.11 | $2.03 | ||
| Q2 25 | $-0.34 | $2.40 | ||
| Q1 25 | $-0.27 | $2.50 | ||
| Q4 24 | — | $-3.59 | ||
| Q3 24 | $-0.34 | $2.65 | ||
| Q2 24 | $-0.05 | $1.33 | ||
| Q1 24 | $-0.16 | $3.74 |
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 | $278.9M | $180.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | $627.9M |
| 总资产 | $1.7B | $16.2B |
| 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
LEGN
ONIT
| Q4 25 | — | $180.5M | ||
| Q3 25 | $278.9M | $172.8M | ||
| Q2 25 | $266.6M | $194.3M | ||
| Q1 25 | $441.7M | $178.0M | ||
| Q4 24 | — | $184.8M | ||
| Q3 24 | $459.3M | $201.6M | ||
| Q2 24 | $201.3M | $203.1M | ||
| Q1 24 | $897.6M | $185.1M |
股东权益
LEGN
ONIT
| Q4 25 | — | $627.9M | ||
| Q3 25 | $1.0B | $501.4M | ||
| Q2 25 | $1.0B | $481.9M | ||
| Q1 25 | $1.0B | $460.2M | ||
| Q4 24 | — | $442.9M | ||
| Q3 24 | $1.1B | $468.2M | ||
| Q2 24 | $1.2B | $446.2M | ||
| Q1 24 | $1.2B | $432.1M |
总资产
LEGN
ONIT
| Q4 25 | — | $16.2B | ||
| Q3 25 | $1.7B | $16.1B | ||
| Q2 25 | $1.7B | $16.5B | ||
| Q1 25 | $1.6B | $16.3B | ||
| Q4 24 | — | $16.4B | ||
| Q3 24 | $1.7B | $13.2B | ||
| Q2 24 | $1.8B | $13.1B | ||
| Q1 24 | $1.8B | $13.1B |
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 | $28.8M | $-748.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-750.9M |
| 自由现金流率自由现金流/营收 | — | -258.9% |
| 资本支出强度资本支出/营收 | — | 1.0% |
| 现金转化率经营现金流/净利润 | — | -5.88× |
| 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
LEGN
ONIT
| Q4 25 | — | $-748.0M | ||
| Q3 25 | $28.8M | $229.5M | ||
| Q2 25 | $-13.0M | $-598.8M | ||
| Q1 25 | $-103.8M | $-148.1M | ||
| Q4 24 | — | $-573.8M | ||
| Q3 24 | $-75.8M | $19.2M | ||
| Q2 24 | $-1.7M | $-77.9M | ||
| Q1 24 | $15.5M | $-297.1M |
自由现金流
LEGN
ONIT
| Q4 25 | — | $-750.9M | ||
| Q3 25 | — | $228.8M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $-148.4M | ||
| Q4 24 | — | $-574.6M | ||
| Q3 24 | — | $19.1M | ||
| Q2 24 | — | $-78.0M | ||
| Q1 24 | — | $-297.2M |
自由现金流率
LEGN
ONIT
| Q4 25 | — | -258.9% | ||
| Q3 25 | — | 81.6% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | -59.4% | ||
| Q4 24 | — | -255.6% | ||
| Q3 24 | — | 7.2% | ||
| Q2 24 | — | -31.7% | ||
| Q1 24 | — | -124.3% |
资本支出强度
LEGN
ONIT
| Q4 25 | — | 1.0% | ||
| Q3 25 | — | 0.2% | ||
| Q2 25 | — | 0.0% | ||
| Q1 25 | — | 0.1% | ||
| Q4 24 | — | 0.4% | ||
| Q3 24 | — | 0.0% | ||
| Q2 24 | — | 0.0% | ||
| Q1 24 | — | 0.0% |
现金转化率
LEGN
ONIT
| Q4 25 | — | -5.88× | ||
| Q3 25 | — | 12.27× | ||
| Q2 25 | — | -27.85× | ||
| Q1 25 | — | -6.70× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.90× | ||
| Q2 24 | — | -7.42× | ||
| Q1 24 | — | -9.87× |
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
LEGN
| Goods Or Services Transferred At Point In Time | $261.8M | 96% |
| Goods Or Services Transferred Over Time | $10.5M | 4% |
ONIT
暂无分部数据