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MBIA INC（MBI）与RECURSION PHARMACEUTICALS, INC.（RXRX）财务数据对比。点击上方公司名可切换其他公司
RECURSION PHARMACEUTICALS, INC.的季度营收约是MBIA INC的1.3倍（$35.5M vs $28.0M），MBIA INC净利率更高（-182.1% vs -304.2%，领先122.1%），RECURSION PHARMACEUTICALS, INC.同比增速更快（681.7% vs -24.3%），过去两年RECURSION PHARMACEUTICALS, INC.的营收复合增速更高（60.5% vs 46.8%）
MBIA Inc.是一家美国金融服务企业，1973年以市政债券保险协会之名成立，总部位于纽约州帕切斯，是全球规模最大的债券保险公司，截至2015年1月共有约180名员工，深耕债券保险领域多年，在行业内拥有重要影响力。
Recursion Pharmaceuticals是一家临床阶段生物技术企业，依托人工智能技术和高通量生物实验体系，开发针对罕见病、肿瘤、炎症性疾病等领域未满足医疗需求的创新疗法，核心市场覆盖北美，与全球多家生物制药企业合作推进在研管线落地。
MBI vs RXRX — 直观对比
营收规模更大
RXRX
是对方的1.3倍
$28.0M
营收增速更快
RXRX
高出706.1%
-24.3%
净利率更高
MBI
高出122.1%
-304.2%
两年增速更快
RXRX
近两年复合增速
46.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $28.0M | $35.5M |
| 净利润 | $-51.0M | $-108.1M |
| 毛利率 | — | 59.8% |
| 营业利润率 | -200.0% | -304.8% |
| 净利率 | -182.1% | -304.2% |
| 营收同比 | -24.3% | 681.7% |
| 净利润同比 | -106.1% | 39.6% |
| 每股收益（稀释后） | $-1.01 | $-0.17 |
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MBIRXRX
| Q4 25 | $28.0M | $35.5M | ||
| Q3 25 | $15.0M | $5.2M | ||
| Q2 25 | $23.0M | $19.2M | ||
| Q1 25 | $14.0M | $14.7M | ||
| Q4 24 | $37.0M | $4.5M | ||
| Q3 24 | $29.0M | $26.1M | ||
| Q2 24 | $-37.0M | $14.4M | ||
| Q1 24 | $13.0M | $13.8M |
净利润MBIRXRX
| Q4 25 | $-51.0M | $-108.1M | ||
| Q3 25 | $-8.0M | $-162.3M | ||
| Q2 25 | $-56.0M | $-171.9M | ||
| Q1 25 | $-62.0M | $-202.5M | ||
| Q4 24 | $831.0M | $-178.9M | ||
| Q3 24 | $-56.0M | $-95.8M | ||
| Q2 24 | $-254.0M | $-97.5M | ||
| Q1 24 | $-86.0M | $-91.4M |
毛利率MBIRXRX
| Q4 25 | — | 59.8% | ||
| Q3 25 | — | -183.8% | ||
| Q2 25 | — | -4.9% | ||
| Q1 25 | — | -48.0% | ||
| Q4 24 | — | -181.4% | ||
| Q3 24 | — | 53.7% | ||
| Q2 24 | — | 36.2% | ||
| Q1 24 | — | 19.1% |
营业利润率MBIRXRX
| Q4 25 | -200.0% | -304.8% | ||
| Q3 25 | -46.7% | -3327.6% | ||
| Q2 25 | -243.5% | -916.8% | ||
| Q1 25 | -442.9% | -1297.9% | ||
| Q4 24 | -135.1% | -4042.4% | ||
| Q3 24 | -175.9% | -377.1% | ||
| Q2 24 | 683.8% | -697.4% | ||
| Q1 24 | -669.2% | -698.4% |
净利率MBIRXRX
| Q4 25 | -182.1% | -304.2% | ||
| Q3 25 | -53.3% | -3135.3% | ||
| Q2 25 | -243.5% | -894.2% | ||
| Q1 25 | -442.9% | -1373.3% | ||
| Q4 24 | 2245.9% | -3935.5% | ||
| Q3 24 | -193.1% | -367.5% | ||
| Q2 24 | 686.5% | -676.6% | ||
| Q1 24 | -661.5% | -662.4% |
每股收益（稀释后）MBIRXRX
| Q4 25 | $-1.01 | $-0.17 | ||
| Q3 25 | $-0.17 | $-0.36 | ||
| Q2 25 | $-1.12 | $-0.41 | ||
| Q1 25 | $-1.28 | $-0.50 | ||
| Q4 24 | $-1.07 | $-0.56 | ||
| Q3 24 | $-1.18 | $-0.34 | ||
| Q2 24 | $-5.34 | $-0.40 | ||
| Q1 24 | $-1.84 | $-0.39 |
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 | — | $743.3M |
| 总债务越低越好 | — | $9.6M |
| 股东权益账面价值 | $-2.2B | $1.1B |
| 总资产 | $2.0B | $1.5B |
| 负债/权益比越低杠杆越低 | — | 0.01× |
8季度趋势，按日历期对齐
现金及短期投资MBIRXRX
| Q4 25 | — | $743.3M | ||
| Q3 25 | — | $659.8M | ||
| Q2 25 | — | $525.1M | ||
| Q1 25 | — | $500.5M | ||
| Q4 24 | — | $594.4M | ||
| Q3 24 | — | $427.6M | ||
| Q2 24 | — | $474.3M | ||
| Q1 24 | — | $296.3M |
总债务MBIRXRX
| Q4 25 | — | $9.6M | ||
| Q3 25 | — | $11.9M | ||
| Q2 25 | — | $14.2M | ||
| Q1 25 | — | $16.4M | ||
| Q4 24 | — | $19.0M | ||
| Q3 24 | — | $20.5M | ||
| Q2 24 | — | $22.9M | ||
| Q1 24 | — | — |
股东权益MBIRXRX
| Q4 25 | $-2.2B | $1.1B | ||
| Q3 25 | $-2.2B | $1.0B | ||
| Q2 25 | $-2.2B | $919.1M | ||
| Q1 25 | $-2.1B | $933.9M | ||
| Q4 24 | $-2.1B | $1.0B | ||
| Q3 24 | $-2.0B | $524.6M | ||
| Q2 24 | $-2.0B | $584.4M | ||
| Q1 24 | $-1.7B | $401.2M |
总资产MBIRXRX
| Q4 25 | $2.0B | $1.5B | ||
| Q3 25 | $2.1B | $1.4B | ||
| Q2 25 | $2.1B | $1.3B | ||
| Q1 25 | $2.1B | $1.3B | ||
| Q4 24 | $2.2B | $1.4B | ||
| Q3 24 | $2.2B | $726.5M | ||
| Q2 24 | $2.3B | $775.9M | ||
| Q1 24 | $2.5B | $557.8M |
负债/权益比MBIRXRX
| Q4 25 | — | 0.01× | ||
| Q3 25 | — | 0.01× | ||
| Q2 25 | — | 0.02× | ||
| Q1 25 | — | 0.02× | ||
| Q4 24 | — | 0.02× | ||
| Q3 24 | — | 0.04× | ||
| Q2 24 | — | 0.04× | ||
| Q1 24 | — | — |
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 | $38.0M | $-46.1M |
| 自由现金流经营现金流 - 资本支出 | — | $-47.3M |
| 自由现金流率自由现金流/营收 | — | -133.1% |
| 资本支出强度资本支出/营收 | — | 3.5% |
| 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 | — | $-378.3M |
8季度趋势，按日历期对齐
经营现金流MBIRXRX
| Q4 25 | $38.0M | $-46.1M | ||
| Q3 25 | $90.0M | $-117.4M | ||
| Q2 25 | $1.0M | $-76.4M | ||
| Q1 25 | $-43.0M | $-132.0M | ||
| Q4 24 | $-176.0M | $-115.4M | ||
| Q3 24 | $-139.0M | $-59.2M | ||
| Q2 24 | $-10.0M | $-82.2M | ||
| Q1 24 | $-30.0M | $-102.3M |
自由现金流MBIRXRX
| Q4 25 | — | $-47.3M | ||
| Q3 25 | — | $-117.6M | ||
| Q2 25 | — | $-79.6M | ||
| Q1 25 | — | $-133.8M | ||
| Q4 24 | — | $-116.7M | ||
| Q3 24 | — | $-63.8M | ||
| Q2 24 | — | $-83.4M | ||
| Q1 24 | — | $-109.0M |
自由现金流率MBIRXRX
| Q4 25 | — | -133.1% | ||
| Q3 25 | — | -2272.5% | ||
| Q2 25 | — | -413.9% | ||
| Q1 25 | — | -907.4% | ||
| Q4 24 | — | -2567.7% | ||
| Q3 24 | — | -244.6% | ||
| Q2 24 | — | -578.5% | ||
| Q1 24 | — | -789.9% |
资本支出强度MBIRXRX
| Q4 25 | — | 3.5% | ||
| Q3 25 | — | 4.7% | ||
| Q2 25 | — | 16.4% | ||
| Q1 25 | — | 12.4% | ||
| Q4 24 | — | 28.6% | ||
| Q3 24 | — | 17.5% | ||
| Q2 24 | — | 8.2% | ||
| Q1 24 | — | 48.2% |
现金转化率MBIRXRX
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | -0.21× | — | ||
| Q3 24 | — | — | ||
| 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
MBI
| US Public Finance Insurance | $15.0M | 54% |
| Corporate Operations | $7.0M | 25% |
| International And Structured Finance Insurance | $5.0M | 18% |
| Other | $1.0M | 4% |
RXRX
暂无分部数据
