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MITEK SYSTEMS INC(MITK)与VIEMED HEALTHCARE, INC.(VMD)财务数据对比。点击上方公司名可切换其他公司
VIEMED HEALTHCARE, INC.的季度营收约是MITEK SYSTEMS INC的1.7倍($76.2M vs $44.2M),VIEMED HEALTHCARE, INC.净利率更高(7.4% vs 6.3%,领先1.1%),VIEMED HEALTHCARE, INC.同比增速更快(25.5% vs 18.8%),VIEMED HEALTHCARE, INC.自由现金流更多($9.7M vs $6.6M),过去两年VIEMED HEALTHCARE, INC.的营收复合增速更高(22.7% vs -2.9%)
MITEK SYSTEMS INC是一家专注于数字身份验证与人工智能移动图像处理领域的软件企业。其软件可支持用户通过移动设备完成支票存兑与银行账户开户,还可通过分析持证人自拍照、比对人脸与证件照,完成护照、身份证、驾照等各类身份证件的身份验证。
Viemed Healthcare是一家专注于呼吸护理解决方案的医疗科技企业,研发、生产及销售便携式呼吸机、呼吸治疗设备及配套支持服务,覆盖北美、欧洲及亚太核心市场的急症、亚急症及居家护理场景,服务急慢性呼吸系统疾病患者。
MITK vs VMD — 直观对比
营收规模更大
VMD
是对方的1.7倍
$44.2M
营收增速更快
VMD
高出6.8%
18.8%
净利率更高
VMD
高出1.1%
6.3%
自由现金流更多
VMD
多$3.1M
$6.6M
两年增速更快
VMD
近两年复合增速
-2.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $44.2M | $76.2M |
| 净利润 | $2.8M | $5.6M |
| 毛利率 | — | 57.9% |
| 营业利润率 | 12.3% | 11.0% |
| 净利率 | 6.3% | 7.4% |
| 营收同比 | 18.8% | 25.5% |
| 净利润同比 | 160.1% | 30.7% |
| 每股收益(稀释后) | $0.06 | $0.14 |
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
MITK
VMD
| Q4 25 | $44.2M | $76.2M | ||
| Q3 25 | $44.8M | $71.9M | ||
| Q2 25 | $45.7M | $63.1M | ||
| Q1 25 | $51.9M | $59.1M | ||
| Q4 24 | $37.3M | $60.7M | ||
| Q3 24 | $43.2M | $58.0M | ||
| Q2 24 | $45.0M | $55.0M | ||
| Q1 24 | $47.0M | $50.6M |
净利润
MITK
VMD
| Q4 25 | $2.8M | $5.6M | ||
| Q3 25 | $1.9M | $3.5M | ||
| Q2 25 | $2.4M | $3.2M | ||
| Q1 25 | $9.2M | $2.6M | ||
| Q4 24 | $-4.6M | $4.3M | ||
| Q3 24 | $8.6M | $3.9M | ||
| Q2 24 | $216.0K | $1.5M | ||
| Q1 24 | $282.0K | $1.6M |
毛利率
MITK
VMD
| Q4 25 | — | 57.9% | ||
| Q3 25 | — | 57.5% | ||
| Q2 25 | — | 58.3% | ||
| Q1 25 | — | 56.3% | ||
| Q4 24 | — | 59.5% | ||
| Q3 24 | — | 59.3% | ||
| Q2 24 | — | 59.8% | ||
| Q1 24 | — | 58.9% |
营业利润率
MITK
VMD
| Q4 25 | 12.3% | 11.0% | ||
| Q3 25 | 10.5% | 7.8% | ||
| Q2 25 | 8.3% | 8.1% | ||
| Q1 25 | 21.9% | 6.5% | ||
| Q4 24 | -8.3% | 10.6% | ||
| Q3 24 | 17.8% | 9.7% | ||
| Q2 24 | 1.6% | 6.6% | ||
| Q1 24 | 1.5% | 4.4% |
净利率
MITK
VMD
| Q4 25 | 6.3% | 7.4% | ||
| Q3 25 | 4.2% | 4.9% | ||
| Q2 25 | 5.2% | 5.0% | ||
| Q1 25 | 17.6% | 4.4% | ||
| Q4 24 | -12.4% | 7.1% | ||
| Q3 24 | 19.8% | 6.7% | ||
| Q2 24 | 0.5% | 2.7% | ||
| Q1 24 | 0.6% | 3.2% |
每股收益(稀释后)
MITK
VMD
| Q4 25 | $0.06 | $0.14 | ||
| Q3 25 | $0.04 | $0.09 | ||
| Q2 25 | $0.05 | $0.08 | ||
| Q1 25 | $0.20 | $0.06 | ||
| Q4 24 | $-0.10 | $0.10 | ||
| Q3 24 | $0.19 | $0.10 | ||
| Q2 24 | $0.00 | $0.04 | ||
| Q1 24 | $0.01 | $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 | $190.1M | $13.5M |
| 总债务越低越好 | $4.8M | — |
| 股东权益账面价值 | $233.7M | $141.5M |
| 总资产 | $446.5M | $199.2M |
| 负债/权益比越低杠杆越低 | 0.02× | — |
8季度趋势,按日历期对齐
现金及短期投资
MITK
VMD
| Q4 25 | $190.1M | $13.5M | ||
| Q3 25 | $193.0M | $11.1M | ||
| Q2 25 | $167.1M | $20.0M | ||
| Q1 25 | $136.2M | $10.2M | ||
| Q4 24 | $121.2M | $17.5M | ||
| Q3 24 | $130.3M | $11.3M | ||
| Q2 24 | $123.1M | $8.8M | ||
| Q1 24 | $123.9M | $7.3M |
总债务
MITK
VMD
| Q4 25 | $4.8M | — | ||
| Q3 25 | $4.3M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $2.7M | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益
MITK
VMD
| Q4 25 | $233.7M | $141.5M | ||
| Q3 25 | $240.3M | $133.6M | ||
| Q2 25 | $237.6M | $139.7M | ||
| Q1 25 | $220.2M | $134.8M | ||
| Q4 24 | $200.9M | $131.4M | ||
| Q3 24 | $214.8M | $125.0M | ||
| Q2 24 | $209.6M | $119.4M | ||
| Q1 24 | $216.1M | $116.3M |
总资产
MITK
VMD
| Q4 25 | $446.5M | $199.2M | ||
| Q3 25 | $459.1M | $202.4M | ||
| Q2 25 | $446.7M | $184.6M | ||
| Q1 25 | $425.3M | $178.1M | ||
| Q4 24 | $396.0M | $177.1M | ||
| Q3 24 | $413.8M | $169.5M | ||
| Q2 24 | $409.2M | $163.9M | ||
| Q1 24 | $417.0M | $154.9M |
负债/权益比
MITK
VMD
| Q4 25 | 0.02× | — | ||
| Q3 25 | 0.02× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.01× | — | ||
| Q2 24 | — | — | ||
| 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 | $8.0M | $18.4M |
| 自由现金流经营现金流 - 资本支出 | $6.6M | $9.7M |
| 自由现金流率自由现金流/营收 | 14.9% | 12.7% |
| 资本支出强度资本支出/营收 | 3.2% | 11.5% |
| 现金转化率经营现金流/净利润 | 2.89× | 3.27× |
| 过去12个月自由现金流最近4个季度 | $60.5M | $11.9M |
8季度趋势,按日历期对齐
经营现金流
MITK
VMD
| Q4 25 | $8.0M | $18.4M | ||
| Q3 25 | $19.5M | $18.4M | ||
| Q2 25 | $21.6M | $12.3M | ||
| Q1 25 | $13.7M | $2.9M | ||
| Q4 24 | $565.0K | $15.0M | ||
| Q3 24 | $21.1M | $12.7M | ||
| Q2 24 | $13.0M | $10.2M | ||
| Q1 24 | $7.1M | $1.2M |
自由现金流
MITK
VMD
| Q4 25 | $6.6M | $9.7M | ||
| Q3 25 | $19.2M | $10.7M | ||
| Q2 25 | $21.2M | $4.1M | ||
| Q1 25 | $13.5M | $-12.6M | ||
| Q4 24 | $230.0K | $3.2M | ||
| Q3 24 | $20.8M | $1.7M | ||
| Q2 24 | $12.6M | $1.2M | ||
| Q1 24 | $6.6M | $-4.8M |
自由现金流率
MITK
VMD
| Q4 25 | 14.9% | 12.7% | ||
| Q3 25 | 42.9% | 14.9% | ||
| Q2 25 | 46.5% | 6.5% | ||
| Q1 25 | 26.0% | -21.4% | ||
| Q4 24 | 0.6% | 5.2% | ||
| Q3 24 | 48.2% | 3.0% | ||
| Q2 24 | 27.9% | 2.3% | ||
| Q1 24 | 14.0% | -9.5% |
资本支出强度
MITK
VMD
| Q4 25 | 3.2% | 11.5% | ||
| Q3 25 | 0.6% | 10.6% | ||
| Q2 25 | 0.7% | 12.9% | ||
| Q1 25 | 0.4% | 26.2% | ||
| Q4 24 | 0.9% | 19.5% | ||
| Q3 24 | 0.7% | 19.0% | ||
| Q2 24 | 1.0% | 16.3% | ||
| Q1 24 | 1.0% | 11.9% |
现金转化率
MITK
VMD
| Q4 25 | 2.89× | 3.27× | ||
| Q3 25 | 10.46× | 5.23× | ||
| Q2 25 | 9.00× | 3.88× | ||
| Q1 25 | 1.50× | 1.09× | ||
| Q4 24 | — | 3.47× | ||
| Q3 24 | 2.46× | 3.29× | ||
| Q2 24 | 60.12× | 6.94× | ||
| Q1 24 | 25.05× | 0.73× |
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
MITK
| Fraud And Identity Solutions | $25.5M | 58% |
| License | $13.9M | 31% |
| Fraud And Identity Solutions Software License And Support | $3.9M | 9% |
| Professional Services And Other | $1.2M | 3% |
VMD
暂无分部数据