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MFA FINANCIAL, INC.(MFA)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
MFA FINANCIAL, INC.的季度营收约是RECURSION PHARMACEUTICALS, INC.的1.6倍($55.5M vs $35.5M),RECURSION PHARMACEUTICALS, INC.同比增速更快(681.7% vs 9.2%),过去两年RECURSION PHARMACEUTICALS, INC.的营收复合增速更高(60.5% 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。
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。
MFA vs RXRX — 直观对比
营收规模更大
MFA
是对方的1.6倍
$35.5M
营收增速更快
RXRX
高出672.5%
9.2%
两年增速更快
RXRX
近两年复合增速
7.7%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $55.5M | $35.5M |
| 净利润 | — | $-108.1M |
| 毛利率 | — | 59.8% |
| 营业利润率 | 97.9% | -304.8% |
| 净利率 | — | -304.2% |
| 营收同比 | 9.2% | 681.7% |
| 净利润同比 | — | 39.6% |
| 每股收益(稀释后) | $0.43 | $-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
MFA
RXRX
| Q4 25 | $55.5M | $35.5M | ||
| Q3 25 | $56.8M | $5.2M | ||
| Q2 25 | $61.3M | $19.2M | ||
| Q1 25 | $57.5M | $14.7M | ||
| Q4 24 | $50.8M | $4.5M | ||
| Q3 24 | $50.6M | $26.1M | ||
| Q2 24 | $53.5M | $14.4M | ||
| Q1 24 | $47.8M | $13.8M |
净利润
MFA
RXRX
| Q4 25 | — | $-108.1M | ||
| Q3 25 | $48.1M | $-162.3M | ||
| Q2 25 | $33.2M | $-171.9M | ||
| Q1 25 | $41.2M | $-202.5M | ||
| Q4 24 | — | $-178.9M | ||
| Q3 24 | $48.2M | $-95.8M | ||
| Q2 24 | $41.9M | $-97.5M | ||
| Q1 24 | $23.2M | $-91.4M |
毛利率
MFA
RXRX
| 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
MFA
RXRX
| Q4 25 | 97.9% | -304.8% | ||
| Q3 25 | 84.5% | -3327.6% | ||
| Q2 25 | 54.5% | -916.8% | ||
| Q1 25 | 70.0% | -1297.9% | ||
| Q4 24 | 6.8% | -4042.4% | ||
| Q3 24 | 98.2% | -377.1% | ||
| Q2 24 | 79.1% | -697.4% | ||
| Q1 24 | 50.7% | -698.4% |
净利率
MFA
RXRX
| Q4 25 | — | -304.2% | ||
| Q3 25 | 84.7% | -3135.3% | ||
| Q2 25 | 54.2% | -894.2% | ||
| Q1 25 | 71.6% | -1373.3% | ||
| Q4 24 | — | -3935.5% | ||
| Q3 24 | 95.2% | -367.5% | ||
| Q2 24 | 78.4% | -676.6% | ||
| Q1 24 | 48.5% | -662.4% |
每股收益(稀释后)
MFA
RXRX
| Q4 25 | $0.43 | $-0.17 | ||
| Q3 25 | $0.35 | $-0.36 | ||
| Q2 25 | $0.21 | $-0.41 | ||
| Q1 25 | $0.31 | $-0.50 | ||
| Q4 24 | $-0.01 | $-0.56 | ||
| Q3 24 | $0.37 | $-0.34 | ||
| Q2 24 | $0.32 | $-0.40 | ||
| Q1 24 | $0.14 | $-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 | $213.2M | $743.3M |
| 总债务越低越好 | — | $9.6M |
| 股东权益账面价值 | $1.8B | $1.1B |
| 总资产 | $13.0B | $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
MFA
RXRX
| Q4 25 | $213.2M | $743.3M | ||
| Q3 25 | $305.2M | $659.8M | ||
| Q2 25 | $275.7M | $525.1M | ||
| Q1 25 | $253.7M | $500.5M | ||
| Q4 24 | $338.9M | $594.4M | ||
| Q3 24 | $305.6M | $427.6M | ||
| Q2 24 | $289.4M | $474.3M | ||
| Q1 24 | $306.3M | $296.3M |
总债务
MFA
RXRX
| 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
MFA
RXRX
| Q4 25 | $1.8B | $1.1B | ||
| Q3 25 | $1.8B | $1.0B | ||
| Q2 25 | $1.8B | $919.1M | ||
| Q1 25 | $1.8B | $933.9M | ||
| Q4 24 | $1.8B | $1.0B | ||
| Q3 24 | $1.9B | $524.6M | ||
| Q2 24 | $1.9B | $584.4M | ||
| Q1 24 | $1.9B | $401.2M |
总资产
MFA
RXRX
| Q4 25 | $13.0B | $1.5B | ||
| Q3 25 | $12.1B | $1.4B | ||
| Q2 25 | $11.7B | $1.3B | ||
| Q1 25 | $11.5B | $1.3B | ||
| Q4 24 | $11.4B | $1.4B | ||
| Q3 24 | $11.2B | $726.5M | ||
| Q2 24 | $11.1B | $775.9M | ||
| Q1 24 | $10.9B | $557.8M |
负债/权益比
MFA
RXRX
| 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 | $76.2M | $-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
MFA
RXRX
| Q4 25 | $76.2M | $-46.1M | ||
| Q3 25 | $14.7M | $-117.4M | ||
| Q2 25 | $38.5M | $-76.4M | ||
| Q1 25 | $-14.6M | $-132.0M | ||
| Q4 24 | $200.1M | $-115.4M | ||
| Q3 24 | $-11.3M | $-59.2M | ||
| Q2 24 | $46.5M | $-82.2M | ||
| Q1 24 | $53.5M | $-102.3M |
自由现金流
MFA
RXRX
| 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
MFA
RXRX
| 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
MFA
RXRX
| 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
MFA
RXRX
| Q4 25 | — | — | ||
| Q3 25 | 0.31× | — | ||
| Q2 25 | 1.16× | — | ||
| Q1 25 | -0.35× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | -0.23× | — | ||
| 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