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MACROGENICS INC（MGNX）与REDWOOD TRUST INC（RWT）财务数据对比。点击上方公司名可切换其他公司
MACROGENICS INC的季度营收约是REDWOOD TRUST INC的1.6倍（$41.2M vs $25.9M），MACROGENICS INC同比增速更快（113.0% vs -6.1%），过去两年MACROGENICS INC的营收复合增速更高（112.8% vs -41.0%）
MacroGenics Inc是一家临床阶段生物制药公司，专注于研发针对癌症和自身免疫性疾病的新型免疫疗法，核心产品管线以单克隆抗体类治疗药物为核心，重点项目覆盖实体瘤与血液恶性肿瘤，通过与全球药企合作推进产品落地。
Redwood Trust Inc是总部位于美国的专业房地产投资信托公司，主营住宅与商业抵押贷款、抵押贷款支持证券及房地产信贷类资产的投资管理，核心业务覆盖住宅抵押贷款发放、商业地产信贷和投资服务，客户以机构投资者和房地产市场参与者为主。
MGNX vs RWT — 直观对比
营收规模更大
MGNX
是对方的1.6倍
$25.9M
营收增速更快
MGNX
高出119.1%
-6.1%
两年增速更快
MGNX
近两年复合增速
-41.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $41.2M | $25.9M |
| 净利润 | — | $20.0M |
| 毛利率 | — | — |
| 营业利润率 | -29.3% | — |
| 净利率 | — | 77.2% |
| 营收同比 | 113.0% | -6.1% |
| 净利润同比 | — | 402.6% |
| 每股收益（稀释后） | $-0.23 | $0.11 |
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MGNXRWT
| Q4 25 | $41.2M | $25.9M | ||
| Q3 25 | $72.8M | $15.0M | ||
| Q2 25 | $22.2M | $13.8M | ||
| Q1 25 | $13.2M | $27.9M | ||
| Q4 24 | $19.4M | $27.6M | ||
| Q3 24 | $110.7M | $25.5M | ||
| Q2 24 | $10.8M | $67.4M | ||
| Q1 24 | $9.1M | $74.5M |
净利润MGNXRWT
| Q4 25 | — | $20.0M | ||
| Q3 25 | $16.8M | $-7.7M | ||
| Q2 25 | $-36.3M | $-98.5M | ||
| Q1 25 | $-41.0M | $16.1M | ||
| Q4 24 | — | $-6.6M | ||
| Q3 24 | $56.3M | $14.8M | ||
| Q2 24 | $-55.7M | $15.5M | ||
| Q1 24 | $-52.2M | $30.3M |
毛利率MGNXRWT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 98.8% | — | ||
| Q3 24 | 99.8% | — | ||
| Q2 24 | 98.4% | — | ||
| Q1 24 | 97.0% | — |
营业利润率MGNXRWT
| Q4 25 | -29.3% | — | ||
| Q3 25 | 25.6% | -9.0% | ||
| Q2 25 | -165.3% | -679.0% | ||
| Q1 25 | -323.1% | 80.2% | ||
| Q4 24 | -273.0% | -1.3% | ||
| Q3 24 | 48.9% | 86.1% | ||
| Q2 24 | -538.9% | 30.3% | ||
| Q1 24 | -590.4% | 41.3% |
净利率MGNXRWT
| Q4 25 | — | 77.2% | ||
| Q3 25 | 23.1% | -51.4% | ||
| Q2 25 | -163.0% | -712.0% | ||
| Q1 25 | -311.1% | 57.8% | ||
| Q4 24 | — | -24.0% | ||
| Q3 24 | 50.9% | 58.1% | ||
| Q2 24 | -515.6% | 23.0% | ||
| Q1 24 | -573.3% | 40.6% |
每股收益（稀释后）MGNXRWT
| Q4 25 | $-0.23 | $0.11 | ||
| Q3 25 | $0.27 | $-0.08 | ||
| Q2 25 | $-0.57 | $-0.76 | ||
| Q1 25 | $-0.65 | $0.10 | ||
| Q4 24 | $-0.24 | $-0.08 | ||
| Q3 24 | $0.90 | $0.09 | ||
| Q2 24 | $-0.89 | $0.10 | ||
| Q1 24 | $-0.84 | $0.21 |
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 | $57.2M | $255.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $55.6M | $982.6M |
| 总资产 | $256.8M | $23.7B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资MGNXRWT
| Q4 25 | $57.2M | $255.7M | ||
| Q3 25 | $80.1M | $226.3M | ||
| Q2 25 | $130.7M | $302.0M | ||
| Q1 25 | $145.6M | $259.9M | ||
| Q4 24 | $182.8M | $245.2M | ||
| Q3 24 | $179.6M | $253.7M | ||
| Q2 24 | $83.9M | $275.6M | ||
| Q1 24 | $80.4M | $275.4M |
总债务MGNXRWT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $1.7B |
股东权益MGNXRWT
| Q4 25 | $55.6M | $982.6M | ||
| Q3 25 | $67.0M | $999.0M | ||
| Q2 25 | $46.6M | $1.1B | ||
| Q1 25 | $79.1M | $1.2B | ||
| Q4 24 | $116.1M | $1.2B | ||
| Q3 24 | $120.1M | $1.2B | ||
| Q2 24 | $57.8M | $1.2B | ||
| Q1 24 | $106.2M | $1.2B |
总资产MGNXRWT
| Q4 25 | $256.8M | $23.7B | ||
| Q3 25 | $270.8M | $22.6B | ||
| Q2 25 | $245.4M | $21.3B | ||
| Q1 25 | $224.6M | $19.9B | ||
| Q4 24 | $261.7M | $18.3B | ||
| Q3 24 | $264.5M | $18.4B | ||
| Q2 24 | $201.1M | $16.5B | ||
| Q1 24 | $248.3M | $15.1B |
负债/权益比MGNXRWT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 1.39× |
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 | $43.0M | $-10.1B |
| 自由现金流经营现金流 - 资本支出 | $42.8M | — |
| 自由现金流率自由现金流/营收 | 103.8% | — |
| 资本支出强度资本支出/营收 | 0.6% | — |
| 现金转化率经营现金流/净利润 | — | -504.15× |
| 过去12个月自由现金流最近4个季度 | $-83.0M | — |
8季度趋势，按日历期对齐
经营现金流MGNXRWT
| Q4 25 | $43.0M | $-10.1B | ||
| Q3 25 | $-30.2M | $-2.7B | ||
| Q2 25 | $-47.0M | $-2.1B | ||
| Q1 25 | $-46.9M | $-2.0B | ||
| Q4 24 | $-38.4M | $-5.9B | ||
| Q3 24 | $60.2M | $-2.1B | ||
| Q2 24 | $-44.5M | $-2.0B | ||
| Q1 24 | $-45.6M | $-954.2M |
自由现金流MGNXRWT
| Q4 25 | $42.8M | — | ||
| Q3 25 | $-30.6M | — | ||
| Q2 25 | $-47.7M | — | ||
| Q1 25 | $-47.4M | — | ||
| Q4 24 | $-39.0M | — | ||
| Q3 24 | $59.6M | — | ||
| Q2 24 | $-45.5M | — | ||
| Q1 24 | $-47.1M | — |
自由现金流率MGNXRWT
| Q4 25 | 103.8% | — | ||
| Q3 25 | -42.0% | — | ||
| Q2 25 | -214.5% | — | ||
| Q1 25 | -359.5% | — | ||
| Q4 24 | -201.7% | — | ||
| Q3 24 | 53.8% | — | ||
| Q2 24 | -421.6% | — | ||
| Q1 24 | -517.4% | — |
资本支出强度MGNXRWT
| Q4 25 | 0.6% | — | ||
| Q3 25 | 0.6% | — | ||
| Q2 25 | 3.2% | — | ||
| Q1 25 | 4.0% | — | ||
| Q4 24 | 3.2% | — | ||
| Q3 24 | 0.5% | — | ||
| Q2 24 | 9.6% | — | ||
| Q1 24 | 16.0% | — |
现金转化率MGNXRWT
| Q4 25 | — | -504.15× | ||
| Q3 25 | -1.79× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | -120.92× | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.07× | -140.86× | ||
| Q2 24 | — | -126.56× | ||
| Q1 24 | — | -31.53× |
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
MGNX
| Revenue From Collaborative Agreements | $20.3M | 49% |
| Contract Manufacturing | $11.3M | 27% |
| Other | $9.7M | 23% |
RWT
暂无分部数据
