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MAGNITE, INC.（MGNI）与REPLIGEN CORP（RGEN）财务数据对比。点击上方公司名可切换其他公司
MAGNITE, INC.的季度营收约是REPLIGEN CORP的1.0倍（$205.4M vs $197.9M），MAGNITE, INC.净利率更高（59.9% vs 6.7%，领先53.2%），REPLIGEN CORP同比增速更快（13.6% vs 5.9%），MAGNITE, INC.自由现金流更多（$103.1M vs $17.6M），过去两年MAGNITE, INC.的营收复合增速更高（17.3% vs 14.4%）
Magnite是总部位于美国加利福尼亚州洛杉矶的在线广告技术企业，由Rubicon Project与Telaria于2020年合并成立，专注于广告技术领域的相关业务，为行业提供数字化广告技术解决方案。
Repligen是一家全球生命科学企业，专注于创新生物工艺技术与系统的研发及商业化，助力提升生物药生产效率。公司1981年成立，总部位于美国马萨诸塞州沃尔瑟姆，于纳斯达克挂牌上市，股票代码RGEN，截至2025年全球员工超1900人，主要服务生物制药领域客户。
MGNI vs RGEN — 直观对比
营收规模更大
MGNI
是对方的1.0倍
$197.9M
营收增速更快
RGEN
高出7.8%
5.9%
净利率更高
MGNI
高出53.2%
6.7%
自由现金流更多
MGNI
多$85.5M
$17.6M
两年增速更快
MGNI
近两年复合增速
14.4%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $205.4M | $197.9M |
| 净利润 | $123.0M | $13.3M |
| 毛利率 | 66.2% | 52.5% |
| 营业利润率 | 25.3% | 9.0% |
| 净利率 | 59.9% | 6.7% |
| 营收同比 | 5.9% | 13.6% |
| 净利润同比 | 238.0% | 143.9% |
| 每股收益（稀释后） | $0.81 | $0.24 |
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MGNIRGEN
| Q4 25 | $205.4M | $197.9M | ||
| Q3 25 | $179.5M | $188.8M | ||
| Q2 25 | $173.3M | $182.4M | ||
| Q1 25 | $155.8M | $169.2M | ||
| Q4 24 | $194.0M | $174.1M | ||
| Q3 24 | $162.0M | $154.9M | ||
| Q2 24 | $162.9M | $154.1M | ||
| Q1 24 | $149.3M | $151.3M |
净利润MGNIRGEN
| Q4 25 | $123.0M | $13.3M | ||
| Q3 25 | $20.1M | $14.9M | ||
| Q2 25 | $11.1M | $14.9M | ||
| Q1 25 | $-9.6M | $5.8M | ||
| Q4 24 | $36.4M | $-30.3M | ||
| Q3 24 | $5.2M | $-654.0K | ||
| Q2 24 | $-1.1M | $3.3M | ||
| Q1 24 | $-17.8M | $2.1M |
毛利率MGNIRGEN
| Q4 25 | 66.2% | 52.5% | ||
| Q3 25 | 61.4% | 53.2% | ||
| Q2 25 | 62.5% | 50.0% | ||
| Q1 25 | 59.7% | 53.6% | ||
| Q4 24 | 65.1% | 26.1% | ||
| Q3 24 | 61.4% | 50.0% | ||
| Q2 24 | 61.6% | 49.8% | ||
| Q1 24 | 55.9% | 49.5% |
营业利润率MGNIRGEN
| Q4 25 | 25.3% | 9.0% | ||
| Q3 25 | 14.0% | 8.9% | ||
| Q2 25 | 12.7% | 7.6% | ||
| Q1 25 | -0.9% | 3.9% | ||
| Q4 24 | 20.7% | -17.7% | ||
| Q3 24 | 9.3% | -5.1% | ||
| Q2 24 | 5.9% | 1.0% | ||
| Q1 24 | -9.3% | 1.3% |
净利率MGNIRGEN
| Q4 25 | 59.9% | 6.7% | ||
| Q3 25 | 11.2% | 7.9% | ||
| Q2 25 | 6.4% | 8.2% | ||
| Q1 25 | -6.2% | 3.4% | ||
| Q4 24 | 18.8% | -17.4% | ||
| Q3 24 | 3.2% | -0.4% | ||
| Q2 24 | -0.7% | 2.2% | ||
| Q1 24 | -11.9% | 1.4% |
每股收益（稀释后）MGNIRGEN
| Q4 25 | $0.81 | $0.24 | ||
| Q3 25 | $0.13 | $0.26 | ||
| Q2 25 | $0.08 | $0.26 | ||
| Q1 25 | $-0.07 | $0.10 | ||
| Q4 24 | $0.26 | $-0.55 | ||
| Q3 24 | $0.04 | $-0.01 | ||
| Q2 24 | $-0.01 | $0.06 | ||
| Q1 24 | $-0.13 | $0.04 |
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 | $553.4M | $767.6M |
| 总债务越低越好 | $556.1M | $542.2M |
| 股东权益账面价值 | $922.4M | $2.1B |
| 总资产 | $3.2B | $2.9B |
| 负债/权益比越低杠杆越低 | 0.60× | 0.26× |
8季度趋势，按日历期对齐
现金及短期投资MGNIRGEN
| Q4 25 | $553.4M | $767.6M | ||
| Q3 25 | $482.1M | $748.7M | ||
| Q2 25 | $426.0M | $708.9M | ||
| Q1 25 | $429.7M | $697.2M | ||
| Q4 24 | $483.2M | $757.4M | ||
| Q3 24 | $387.2M | $784.0M | ||
| Q2 24 | $326.5M | $809.1M | ||
| Q1 24 | $252.8M | $780.6M |
总债务MGNIRGEN
| Q4 25 | $556.1M | $542.2M | ||
| Q3 25 | $556.3M | $537.9M | ||
| Q2 25 | $556.4M | — | ||
| Q1 25 | $556.6M | — | ||
| Q4 24 | $553.7M | $525.6M | ||
| Q3 24 | $553.8M | — | ||
| Q2 24 | $552.7M | — | ||
| Q1 24 | $552.7M | — |
股东权益MGNIRGEN
| Q4 25 | $922.4M | $2.1B | ||
| Q3 25 | $808.0M | $2.1B | ||
| Q2 25 | $768.5M | $2.1B | ||
| Q1 25 | $741.8M | $2.0B | ||
| Q4 24 | $768.2M | $2.0B | ||
| Q3 24 | $725.9M | $2.0B | ||
| Q2 24 | $713.0M | $2.0B | ||
| Q1 24 | $695.4M | $2.0B |
总资产MGNIRGEN
| Q4 25 | $3.2B | $2.9B | ||
| Q3 25 | $2.9B | $2.9B | ||
| Q2 25 | $2.9B | $2.9B | ||
| Q1 25 | $2.7B | $2.9B | ||
| Q4 24 | $2.9B | $2.8B | ||
| Q3 24 | $2.7B | $2.8B | ||
| Q2 24 | $2.6B | $2.9B | ||
| Q1 24 | $2.5B | $2.8B |
负债/权益比MGNIRGEN
| Q4 25 | 0.60× | 0.26× | ||
| Q3 25 | 0.69× | 0.26× | ||
| Q2 25 | 0.72× | — | ||
| Q1 25 | 0.75× | — | ||
| Q4 24 | 0.72× | 0.27× | ||
| Q3 24 | 0.76× | — | ||
| Q2 24 | 0.78× | — | ||
| Q1 24 | 0.79× | — |
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 | $128.5M | $25.7M |
| 自由现金流经营现金流 - 资本支出 | $103.1M | $17.6M |
| 自由现金流率自由现金流/营收 | 50.2% | 8.9% |
| 资本支出强度资本支出/营收 | 12.4% | 4.1% |
| 现金转化率经营现金流/净利润 | 1.04× | 1.93× |
| 过去12个月自由现金流最近4个季度 | $165.6M | $93.9M |
8季度趋势，按日历期对齐
经营现金流MGNIRGEN
| Q4 25 | $128.5M | $25.7M | ||
| Q3 25 | $86.6M | $48.1M | ||
| Q2 25 | $18.5M | $28.6M | ||
| Q1 25 | $2.6M | $15.0M | ||
| Q4 24 | $114.7M | $39.2M | ||
| Q3 24 | $91.3M | $49.3M | ||
| Q2 24 | $89.6M | $42.2M | ||
| Q1 24 | $-60.4M | $44.7M |
自由现金流MGNIRGEN
| Q4 25 | $103.1M | $17.6M | ||
| Q3 25 | $68.4M | $43.4M | ||
| Q2 25 | $6.0M | $21.5M | ||
| Q1 25 | $-11.8M | $11.4M | ||
| Q4 24 | $111.0M | $33.6M | ||
| Q3 24 | $77.3M | $42.3M | ||
| Q2 24 | $80.4M | $37.4M | ||
| Q1 24 | $-66.3M | $36.4M |
自由现金流率MGNIRGEN
| Q4 25 | 50.2% | 8.9% | ||
| Q3 25 | 38.1% | 23.0% | ||
| Q2 25 | 3.5% | 11.8% | ||
| Q1 25 | -7.6% | 6.8% | ||
| Q4 24 | 57.2% | 19.3% | ||
| Q3 24 | 47.7% | 27.3% | ||
| Q2 24 | 49.4% | 24.3% | ||
| Q1 24 | -44.4% | 24.0% |
资本支出强度MGNIRGEN
| Q4 25 | 12.4% | 4.1% | ||
| Q3 25 | 10.2% | 2.5% | ||
| Q2 25 | 7.2% | 3.9% | ||
| Q1 25 | 9.2% | 2.1% | ||
| Q4 24 | 1.9% | 3.2% | ||
| Q3 24 | 8.7% | 4.5% | ||
| Q2 24 | 5.6% | 3.1% | ||
| Q1 24 | 3.9% | 5.5% |
现金转化率MGNIRGEN
| Q4 25 | 1.04× | 1.93× | ||
| Q3 25 | 4.32× | 3.23× | ||
| Q2 25 | 1.66× | 1.92× | ||
| Q1 25 | — | 2.57× | ||
| Q4 24 | 3.15× | — | ||
| Q3 24 | 17.52× | — | ||
| Q2 24 | — | 12.70× | ||
| Q1 24 | — | 21.35× |
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
MGNI
| Connected Television | $103.4M | 50% |
| Other | $55.7M | 27% |
| Desktop | $28.9M | 14% |
| Gross Revenue | $17.4M | 8% |
RGEN
暂无分部数据
