vs
迈心诺(MASI)与Priority Technology Holdings, Inc.(PRTH)财务数据对比。点击上方公司名可切换其他公司
迈心诺的季度营收约是Priority Technology Holdings, Inc.的1.5倍($371.5M vs $247.1M),Priority Technology Holdings, Inc.净利率更高(3.6% vs -27.0%,领先30.6%),Priority Technology Holdings, Inc.同比增速更快(8.8% vs -26.4%),迈心诺自由现金流更多($50.9M vs $30.9M),过去两年Priority Technology Holdings, Inc.的营收复合增速更高(9.6% vs -17.7%)
迈心诺(Masimo Corporation)是总部位于美国加利福尼亚州尔湾的健康科技及消费电子企业,核心产品包括面向医院及家用场景的患者监护设备、无创传感器及配套软件平台,同时也布局了消费级音频和可穿戴设备赛道。
Priority Technology Holdings, Inc.是一家聚焦信息技术领域的企业,业务围绕计算机、通信系统等相关信息设备展开,涵盖信息的创建、处理、存储、检索与传输等相关信息技术应用服务,依托计算机科学与工程技术支撑业务开展。
MASI vs PRTH — 直观对比
营收规模更大
MASI
是对方的1.5倍
$247.1M
营收增速更快
PRTH
高出35.2%
-26.4%
净利率更高
PRTH
高出30.6%
-27.0%
自由现金流更多
MASI
多$20.0M
$30.9M
两年增速更快
PRTH
近两年复合增速
-17.7%
损益表 — Q3 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $371.5M | $247.1M |
| 净利润 | $-100.4M | $8.9M |
| 毛利率 | 62.1% | — |
| 营业利润率 | 22.5% | 13.6% |
| 净利率 | -27.0% | 3.6% |
| 营收同比 | -26.4% | 8.8% |
| 净利润同比 | -1124.5% | 23.9% |
| 每股收益(稀释后) | $-1.84 | $0.10 |
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
MASI
PRTH
| Q4 25 | — | $247.1M | ||
| Q3 25 | $371.5M | $241.4M | ||
| Q2 25 | $370.9M | $239.8M | ||
| Q1 25 | $372.0M | $224.6M | ||
| Q4 24 | $600.7M | $227.1M | ||
| Q3 24 | $504.6M | $227.0M | ||
| Q2 24 | $496.3M | $219.9M | ||
| Q1 24 | $492.8M | $205.7M |
净利润
MASI
PRTH
| Q4 25 | — | $8.9M | ||
| Q3 25 | $-100.4M | $27.6M | ||
| Q2 25 | $51.3M | $10.9M | ||
| Q1 25 | $-170.7M | $8.3M | ||
| Q4 24 | $-349.6M | $7.2M | ||
| Q3 24 | $9.8M | $10.6M | ||
| Q2 24 | $16.0M | $994.0K | ||
| Q1 24 | $18.9M | $5.2M |
毛利率
MASI
PRTH
| Q4 25 | — | — | ||
| Q3 25 | 62.1% | — | ||
| Q2 25 | 62.9% | — | ||
| Q1 25 | 62.9% | — | ||
| Q4 24 | 40.7% | — | ||
| Q3 24 | 52.2% | — | ||
| Q2 24 | 51.3% | — | ||
| Q1 24 | 49.0% | — |
营业利润率
MASI
PRTH
| Q4 25 | — | 13.6% | ||
| Q3 25 | 22.5% | 15.6% | ||
| Q2 25 | 17.4% | 15.6% | ||
| Q1 25 | 21.0% | 14.5% | ||
| Q4 24 | -59.8% | 15.0% | ||
| Q3 24 | 6.0% | 16.8% | ||
| Q2 24 | 5.7% | 15.1% | ||
| Q1 24 | 6.9% | 13.6% |
净利率
MASI
PRTH
| Q4 25 | — | 3.6% | ||
| Q3 25 | -27.0% | 11.4% | ||
| Q2 25 | 13.8% | 4.5% | ||
| Q1 25 | -45.9% | 3.7% | ||
| Q4 24 | -58.2% | 3.2% | ||
| Q3 24 | 1.9% | 4.7% | ||
| Q2 24 | 3.2% | 0.5% | ||
| Q1 24 | 3.8% | 2.5% |
每股收益(稀释后)
MASI
PRTH
| Q4 25 | — | $0.10 | ||
| Q3 25 | $-1.84 | $0.34 | ||
| Q2 25 | $0.94 | $0.14 | ||
| Q1 25 | $-3.12 | $0.10 | ||
| Q4 24 | $-6.54 | $-0.05 | ||
| Q3 24 | $0.18 | $0.07 | ||
| Q2 24 | $0.29 | $-0.23 | ||
| Q1 24 | $0.35 | $-0.10 |
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 | $312.3M | $77.2M |
| 总债务越低越好 | $559.1M | $1.0B |
| 股东权益账面价值 | $810.0M | $-100.4M |
| 总资产 | $1.8B | $2.4B |
| 负债/权益比越低杠杆越低 | 0.69× | — |
8季度趋势,按日历期对齐
现金及短期投资
MASI
PRTH
| Q4 25 | — | $77.2M | ||
| Q3 25 | $312.3M | $57.0M | ||
| Q2 25 | $149.6M | $50.6M | ||
| Q1 25 | $130.8M | $47.6M | ||
| Q4 24 | $177.6M | $58.6M | ||
| Q3 24 | $158.5M | $41.1M | ||
| Q2 24 | $129.6M | $34.6M | ||
| Q1 24 | $157.6M | $34.3M |
总债务
MASI
PRTH
| Q4 25 | — | $1.0B | ||
| Q3 25 | $559.1M | $997.5M | ||
| Q2 25 | $613.7M | $917.0M | ||
| Q1 25 | $651.0M | $918.9M | ||
| Q4 24 | $765.2M | $920.9M | ||
| Q3 24 | $772.6M | $808.1M | ||
| Q2 24 | $781.6M | $809.0M | ||
| Q1 24 | $876.0M | $631.4M |
股东权益
MASI
PRTH
| Q4 25 | — | $-100.4M | ||
| Q3 25 | $810.0M | $-110.3M | ||
| Q2 25 | $1.0B | $-146.1M | ||
| Q1 25 | $946.4M | $-158.3M | ||
| Q4 24 | $1.1B | $-166.8M | ||
| Q3 24 | $1.5B | $-165.8M | ||
| Q2 24 | $1.4B | $-172.1M | ||
| Q1 24 | $1.4B | $-159.9M |
总资产
MASI
PRTH
| Q4 25 | — | $2.4B | ||
| Q3 25 | $1.8B | $2.2B | ||
| Q2 25 | $2.4B | $2.0B | ||
| Q1 25 | $2.3B | $1.9B | ||
| Q4 24 | $2.6B | $1.8B | ||
| Q3 24 | $3.1B | $1.8B | ||
| Q2 24 | $2.9B | $1.7B | ||
| Q1 24 | $3.0B | $1.6B |
负债/权益比
MASI
PRTH
| Q4 25 | — | — | ||
| Q3 25 | 0.69× | — | ||
| Q2 25 | 0.59× | — | ||
| Q1 25 | 0.69× | — | ||
| Q4 24 | 0.73× | — | ||
| Q3 24 | 0.53× | — | ||
| Q2 24 | 0.57× | — | ||
| Q1 24 | 0.64× | — |
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 | $56.8M | $36.8M |
| 自由现金流经营现金流 - 资本支出 | $50.9M | $30.9M |
| 自由现金流率自由现金流/营收 | 13.7% | 12.5% |
| 资本支出强度资本支出/营收 | 1.6% | 2.4% |
| 现金转化率经营现金流/净利润 | — | 4.12× |
| 过去12个月自由现金流最近4个季度 | $191.0M | $75.1M |
8季度趋势,按日历期对齐
经营现金流
MASI
PRTH
| Q4 25 | — | $36.8M | ||
| Q3 25 | $56.8M | $36.1M | ||
| Q2 25 | $69.4M | $17.1M | ||
| Q1 25 | $31.1M | $10.0M | ||
| Q4 24 | $50.5M | $23.8M | ||
| Q3 24 | $25.6M | $19.8M | ||
| Q2 24 | $74.5M | $28.7M | ||
| Q1 24 | $45.8M | $13.3M |
自由现金流
MASI
PRTH
| Q4 25 | — | $30.9M | ||
| Q3 25 | $50.9M | $30.1M | ||
| Q2 25 | $65.6M | $9.2M | ||
| Q1 25 | $28.5M | $4.9M | ||
| Q4 24 | $46.0M | $19.1M | ||
| Q3 24 | $16.9M | $14.5M | ||
| Q2 24 | $66.9M | $23.6M | ||
| Q1 24 | $37.6M | $6.7M |
自由现金流率
MASI
PRTH
| Q4 25 | — | 12.5% | ||
| Q3 25 | 13.7% | 12.5% | ||
| Q2 25 | 17.7% | 3.8% | ||
| Q1 25 | 7.7% | 2.2% | ||
| Q4 24 | 7.7% | 8.4% | ||
| Q3 24 | 3.3% | 6.4% | ||
| Q2 24 | 13.5% | 10.7% | ||
| Q1 24 | 7.6% | 3.3% |
资本支出强度
MASI
PRTH
| Q4 25 | — | 2.4% | ||
| Q3 25 | 1.6% | 2.5% | ||
| Q2 25 | 1.0% | 3.3% | ||
| Q1 25 | 0.7% | 2.3% | ||
| Q4 24 | 0.7% | 2.0% | ||
| Q3 24 | 1.7% | 2.3% | ||
| Q2 24 | 1.5% | 2.3% | ||
| Q1 24 | 1.7% | 3.2% |
现金转化率
MASI
PRTH
| Q4 25 | — | 4.12× | ||
| Q3 25 | — | 1.31× | ||
| Q2 25 | 1.35× | 1.57× | ||
| Q1 25 | — | 1.20× | ||
| Q4 24 | — | 3.29× | ||
| Q3 24 | 2.61× | 1.87× | ||
| Q2 24 | 4.66× | 28.87× | ||
| Q1 24 | 2.42× | 2.56× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图