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Life360, Inc.（LIF）与Ultragenyx Pharmaceutical Inc.（RARE）财务数据对比。点击上方公司名可切换其他公司
Ultragenyx Pharmaceutical Inc.的季度营收约是Life360, Inc.的1.4倍（$207.3M vs $146.0M），Life360, Inc.净利率更高（88.8% vs -62.0%，领先150.8%），Life360, Inc.同比增速更快（26.4% vs 25.9%），Life360, Inc.自由现金流更多（$36.6M vs $-100.8M），过去两年Ultragenyx Pharmaceutical Inc.的营收复合增速更高（38.0% vs 36.6%）
Life360是一家主打家庭安全与互联服务的科技企业，核心产品涵盖实时位置共享、紧急求助预警、驾驶行为分析及身份防盗保护服务，主要面向北美、欧洲、亚太消费市场，营收大多来自其分级付费订阅套餐。
Ultragenyx Pharmaceutical Inc.是一家总部位于美国的生物制药企业，专注于研发罕见病和超罕见遗传病的创新治疗方案，这类疾病目前大多无获批疗法，存在大量未被满足的临床需求。公司覆盖生物制剂、小分子药物、基因疗法、反义寡核苷酸及mRNA等多种药物技术平台，研发管线涵盖骨骼、内分泌、代谢、肌肉及中枢神经系统疾病领域。
LIF vs RARE — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $146.0M | $207.3M |
| 净利润 | $129.7M | $-128.6M |
| 毛利率 | 75.1% | — |
| 营业利润率 | 6.1% | -54.7% |
| 净利率 | 88.8% | -62.0% |
| 营收同比 | 26.4% | 25.9% |
| 净利润同比 | 1425.9% | 3.5% |
| 每股收益（稀释后） | $1.53 | $-1.28 |
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
| Q4 25 | $146.0M | $207.3M | ||
| Q3 25 | $124.5M | $159.9M | ||
| Q2 25 | $115.4M | $166.5M | ||
| Q1 25 | $103.6M | $139.3M | ||
| Q4 24 | $115.5M | $164.6M | ||
| Q3 24 | $92.9M | $139.5M | ||
| Q2 24 | $84.9M | $147.0M | ||
| Q1 24 | $78.2M | $108.8M |
| Q4 25 | $129.7M | $-128.6M | ||
| Q3 25 | $9.8M | $-180.4M | ||
| Q2 25 | $7.0M | $-115.0M | ||
| Q1 25 | $4.4M | $-151.1M | ||
| Q4 24 | $8.5M | $-133.2M | ||
| Q3 24 | $7.7M | $-133.5M | ||
| Q2 24 | $-11.0M | $-131.6M | ||
| Q1 24 | $-9.8M | $-170.7M |
| Q4 25 | 75.1% | — | ||
| Q3 25 | 78.0% | — | ||
| Q2 25 | 78.4% | — | ||
| Q1 25 | 80.6% | — | ||
| Q4 24 | 74.0% | — | ||
| Q3 24 | 75.4% | — | ||
| Q2 24 | 75.0% | — | ||
| Q1 24 | 76.7% | — |
| Q4 25 | 6.1% | -54.7% | ||
| Q3 25 | 4.6% | -106.9% | ||
| Q2 25 | 1.7% | -64.8% | ||
| Q1 25 | 2.1% | -102.6% | ||
| Q4 24 | 4.9% | -74.3% | ||
| Q3 24 | -5.3% | -94.6% | ||
| Q2 24 | -2.8% | -79.1% | ||
| Q1 24 | -8.2% | -151.9% |
| Q4 25 | 88.8% | -62.0% | ||
| Q3 25 | 7.9% | -112.8% | ||
| Q2 25 | 6.1% | -69.0% | ||
| Q1 25 | 4.2% | -108.5% | ||
| Q4 24 | 7.4% | -80.9% | ||
| Q3 24 | 8.3% | -95.7% | ||
| Q2 24 | -12.9% | -89.5% | ||
| Q1 24 | -12.5% | -156.8% |
| Q4 25 | $1.53 | $-1.28 | ||
| Q3 25 | $0.11 | $-1.81 | ||
| Q2 25 | $0.08 | $-1.17 | ||
| Q1 25 | $0.05 | $-1.57 | ||
| Q4 24 | $0.14 | $-1.34 | ||
| Q3 24 | $0.09 | $-1.40 | ||
| Q2 24 | $-0.15 | $-1.52 | ||
| Q1 24 | $-0.14 | $-2.03 |
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 | $494.3M | $421.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $548.2M | $-80.0M |
| 总资产 | $959.7M | $1.5B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q4 25 | $494.3M | $421.0M | ||
| Q3 25 | $455.7M | $202.5M | ||
| Q2 25 | $432.7M | $176.3M | ||
| Q1 25 | $168.9M | $127.1M | ||
| Q4 24 | $159.2M | $174.0M | ||
| Q3 24 | $159.0M | $150.6M | ||
| Q2 24 | $160.8M | $480.7M | ||
| Q1 24 | $73.4M | $112.3M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $5.2M | — |
| Q4 25 | $548.2M | $-80.0M | ||
| Q3 25 | $391.4M | $9.2M | ||
| Q2 25 | $366.7M | $151.3M | ||
| Q1 25 | $376.3M | $144.2M | ||
| Q4 24 | $358.5M | $255.0M | ||
| Q3 24 | $339.7M | $346.8M | ||
| Q2 24 | $326.7M | $432.4M | ||
| Q1 24 | $239.8M | $140.3M |
| Q4 25 | $959.7M | $1.5B | ||
| Q3 25 | $787.5M | $1.2B | ||
| Q2 25 | $753.6M | $1.3B | ||
| Q1 25 | $455.4M | $1.3B | ||
| Q4 24 | $441.6M | $1.5B | ||
| Q3 24 | $427.4M | $1.5B | ||
| Q2 24 | $405.9M | $1.6B | ||
| Q1 24 | $318.8M | $1.3B |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 0.02× | — |
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 | $36.8M | $-99.8M |
| 自由现金流经营现金流 - 资本支出 | $36.6M | $-100.8M |
| 自由现金流率自由现金流/营收 | 25.1% | -48.6% |
| 资本支出强度资本支出/营收 | 0.2% | 0.5% |
| 现金转化率经营现金流/净利润 | 0.28× | — |
| 过去12个月自由现金流最近4个季度 | $86.8M | $-472.0M |
8季度趋势，按日历期对齐
| Q4 25 | $36.8M | $-99.8M | ||
| Q3 25 | $26.4M | $-91.4M | ||
| Q2 25 | $13.3M | $-108.3M | ||
| Q1 25 | $12.1M | $-166.5M | ||
| Q4 24 | $12.3M | $-79.3M | ||
| Q3 24 | $6.3M | $-67.0M | ||
| Q2 24 | $3.3M | $-77.0M | ||
| Q1 24 | $10.7M | $-190.7M |
| Q4 25 | $36.6M | $-100.8M | ||
| Q3 25 | $25.6M | $-92.7M | ||
| Q2 25 | $12.7M | $-110.7M | ||
| Q1 25 | $11.9M | $-167.8M | ||
| Q4 24 | $11.2M | $-79.5M | ||
| Q3 24 | $6.3M | $-68.6M | ||
| Q2 24 | $3.2M | $-79.0M | ||
| Q1 24 | — | $-193.9M |
| Q4 25 | 25.1% | -48.6% | ||
| Q3 25 | 20.6% | -58.0% | ||
| Q2 25 | 11.0% | -66.5% | ||
| Q1 25 | 11.5% | -120.5% | ||
| Q4 24 | 9.7% | -48.3% | ||
| Q3 24 | 6.8% | -49.2% | ||
| Q2 24 | 3.8% | -53.7% | ||
| Q1 24 | — | -178.2% |
| Q4 25 | 0.2% | 0.5% | ||
| Q3 25 | 0.6% | 0.8% | ||
| Q2 25 | 0.6% | 1.5% | ||
| Q1 25 | 0.1% | 1.0% | ||
| Q4 24 | 1.0% | 0.1% | ||
| Q3 24 | 0.0% | 1.2% | ||
| Q2 24 | 0.1% | 1.4% | ||
| Q1 24 | 0.0% | 3.0% |
| Q4 25 | 0.28× | — | ||
| Q3 25 | 2.70× | — | ||
| Q2 25 | 1.90× | — | ||
| Q1 25 | 2.75× | — | ||
| Q4 24 | 1.45× | — | ||
| Q3 24 | 0.83× | — | ||
| 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
业务分部营收拆解
LIF
暂无分部数据
RARE
| Royalty | $105.6M | 51% |
| Products | $101.7M | 49% |
