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MFA FINANCIAL, INC.（MFA）与PUMA BIOTECHNOLOGY, INC.（PBYI）财务数据对比。点击上方公司名可切换其他公司
PUMA BIOTECHNOLOGY, INC.的季度营收约是MFA FINANCIAL, INC.的1.4倍（$75.5M vs $55.5M），PUMA BIOTECHNOLOGY, INC.同比增速更快（27.7% vs 9.2%），过去两年PUMA BIOTECHNOLOGY, INC.的营收复合增速更高（31.3% vs 7.7%）
MFA Financial是总部位于美国的房地产投资信托（REIT），核心业务为投资及管理住宅与商业抵押贷款支持证券、抵押贷款及其他不动产相关金融资产，面向美国本土机构和个人投资者，通过审慎的资产筛选与风控机制追求稳定的经风险调整后收益。
彪马生物技术是一家公开上市的生物制药企业，总部位于美国加利福尼亚州洛杉矶，专注于创新药物研发相关业务，在生物制药领域开展研发与商业化运营。
MFA vs PBYI — 直观对比
营收规模更大
PBYI
是对方的1.4倍
$55.5M
营收增速更快
PBYI
高出18.5%
9.2%
两年增速更快
PBYI
近两年复合增速
7.7%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $55.5M | $75.5M |
| 净利润 | — | — |
| 毛利率 | — | 69.3% |
| 营业利润率 | 97.9% | 22.7% |
| 净利率 | — | — |
| 营收同比 | 9.2% | 27.7% |
| 净利润同比 | — | — |
| 每股收益（稀释后） | $0.43 | $0.26 |
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MFAPBYI
| Q4 25 | $55.5M | $75.5M | ||
| Q3 25 | $56.8M | $54.5M | ||
| Q2 25 | $61.3M | $52.4M | ||
| Q1 25 | $57.5M | $46.0M | ||
| Q4 24 | $50.8M | $59.1M | ||
| Q3 24 | $50.6M | $80.5M | ||
| Q2 24 | $53.5M | $47.1M | ||
| Q1 24 | $47.8M | $43.8M |
净利润MFAPBYI
| Q4 25 | — | — | ||
| Q3 25 | $48.1M | $8.8M | ||
| Q2 25 | $33.2M | $5.9M | ||
| Q1 25 | $41.2M | $3.0M | ||
| Q4 24 | — | — | ||
| Q3 24 | $48.2M | $20.3M | ||
| Q2 24 | $41.9M | $-4.5M | ||
| Q1 24 | $23.2M | $-4.8M |
毛利率MFAPBYI
| Q4 25 | — | 69.3% | ||
| Q3 25 | — | 77.7% | ||
| Q2 25 | — | 76.5% | ||
| Q1 25 | — | 77.1% | ||
| Q4 24 | — | 76.4% | ||
| Q3 24 | — | 63.9% | ||
| Q2 24 | — | 77.4% | ||
| Q1 24 | — | 75.5% |
营业利润率MFAPBYI
| Q4 25 | 97.9% | 22.7% | ||
| Q3 25 | 84.5% | 17.6% | ||
| Q2 25 | 54.5% | 12.7% | ||
| Q1 25 | 70.0% | 8.7% | ||
| Q4 24 | 6.8% | 22.6% | ||
| Q3 24 | 98.2% | 27.4% | ||
| Q2 24 | 79.1% | -4.6% | ||
| Q1 24 | 50.7% | -5.3% |
净利率MFAPBYI
| Q4 25 | — | — | ||
| Q3 25 | 84.7% | 16.2% | ||
| Q2 25 | 54.2% | 11.2% | ||
| Q1 25 | 71.6% | 6.5% | ||
| Q4 24 | — | — | ||
| Q3 24 | 95.2% | 25.2% | ||
| Q2 24 | 78.4% | -9.6% | ||
| Q1 24 | 48.5% | -11.0% |
每股收益（稀释后）MFAPBYI
| Q4 25 | $0.43 | $0.26 | ||
| Q3 25 | $0.35 | $0.17 | ||
| Q2 25 | $0.21 | $0.12 | ||
| Q1 25 | $0.31 | $0.06 | ||
| Q4 24 | $-0.01 | $0.40 | ||
| Q3 24 | $0.37 | $0.41 | ||
| Q2 24 | $0.32 | $-0.09 | ||
| Q1 24 | $0.14 | $-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 | $213.2M | $97.5M |
| 总债务越低越好 | — | $22.7M |
| 股东权益账面价值 | $1.8B | $130.3M |
| 总资产 | $13.0B | $216.3M |
| 负债/权益比越低杠杆越低 | — | 0.17× |
8季度趋势，按日历期对齐
现金及短期投资MFAPBYI
| Q4 25 | $213.2M | $97.5M | ||
| Q3 25 | $305.2M | $94.4M | ||
| Q2 25 | $275.7M | $96.0M | ||
| Q1 25 | $253.7M | $93.2M | ||
| Q4 24 | $338.9M | $101.0M | ||
| Q3 24 | $305.6M | $96.7M | ||
| Q2 24 | $289.4M | $96.8M | ||
| Q1 24 | $306.3M | $107.2M |
总债务MFAPBYI
| Q4 25 | — | $22.7M | ||
| Q3 25 | — | $34.0M | ||
| Q2 25 | — | $45.3M | ||
| Q1 25 | — | $56.7M | ||
| Q4 24 | — | $68.0M | ||
| Q3 24 | — | $79.3M | ||
| Q2 24 | — | $90.7M | ||
| Q1 24 | — | $102.0M |
股东权益MFAPBYI
| Q4 25 | $1.8B | $130.3M | ||
| Q3 25 | $1.8B | $115.3M | ||
| Q2 25 | $1.8B | $104.7M | ||
| Q1 25 | $1.8B | $97.1M | ||
| Q4 24 | $1.8B | $92.1M | ||
| Q3 24 | $1.9B | $71.1M | ||
| Q2 24 | $1.9B | $48.5M | ||
| Q1 24 | $1.9B | $51.0M |
总资产MFAPBYI
| Q4 25 | $13.0B | $216.3M | ||
| Q3 25 | $12.1B | $202.9M | ||
| Q2 25 | $11.7B | $194.9M | ||
| Q1 25 | $11.5B | $196.2M | ||
| Q4 24 | $11.4B | $213.3M | ||
| Q3 24 | $11.2B | $220.7M | ||
| Q2 24 | $11.1B | $205.0M | ||
| Q1 24 | $10.9B | $214.1M |
负债/权益比MFAPBYI
| Q4 25 | — | 0.17× | ||
| Q3 25 | — | 0.30× | ||
| Q2 25 | — | 0.43× | ||
| Q1 25 | — | 0.58× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 1.12× | ||
| Q2 24 | — | 1.87× | ||
| Q1 24 | — | 2.00× |
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 | $76.2M | $14.4M |
| 自由现金流经营现金流 - 资本支出 | — | $14.4M |
| 自由现金流率自由现金流/营收 | — | 19.1% |
| 资本支出强度资本支出/营收 | — | 0.0% |
| 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 | — | $41.7M |
8季度趋势，按日历期对齐
经营现金流MFAPBYI
| Q4 25 | $76.2M | $14.4M | ||
| Q3 25 | $14.7M | $9.7M | ||
| Q2 25 | $38.5M | $14.1M | ||
| Q1 25 | $-14.6M | $3.6M | ||
| Q4 24 | $200.1M | $15.6M | ||
| Q3 24 | $-11.3M | $11.0M | ||
| Q2 24 | $46.5M | $1.0M | ||
| Q1 24 | $53.5M | $11.2M |
自由现金流MFAPBYI
| Q4 25 | — | $14.4M | ||
| Q3 25 | — | $9.7M | ||
| Q2 25 | — | $14.1M | ||
| Q1 25 | — | $3.6M | ||
| Q4 24 | — | $15.6M | ||
| Q3 24 | — | $11.0M | ||
| Q2 24 | — | $1.0M | ||
| Q1 24 | — | — |
自由现金流率MFAPBYI
| Q4 25 | — | 19.1% | ||
| Q3 25 | — | 17.7% | ||
| Q2 25 | — | 26.8% | ||
| Q1 25 | — | 7.7% | ||
| Q4 24 | — | 26.4% | ||
| Q3 24 | — | 13.7% | ||
| Q2 24 | — | 2.1% | ||
| Q1 24 | — | — |
资本支出强度MFAPBYI
| Q4 25 | — | 0.0% | ||
| Q3 25 | — | 0.0% | ||
| Q2 25 | — | 0.0% | ||
| Q1 25 | — | 0.1% | ||
| Q4 24 | — | 0.0% | ||
| Q3 24 | — | 0.0% | ||
| Q2 24 | — | 0.0% | ||
| Q1 24 | — | 0.0% |
现金转化率MFAPBYI
| Q4 25 | — | — | ||
| Q3 25 | 0.31× | 1.10× | ||
| Q2 25 | 1.16× | 2.41× | ||
| Q1 25 | -0.35× | 1.21× | ||
| Q4 24 | — | — | ||
| Q3 24 | -0.23× | 0.54× | ||
| Q2 24 | 1.11× | — | ||
| Q1 24 | 2.30× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
