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MP Materials Corp.（MP）与RHYTHM PHARMACEUTICALS, INC.（RYTM）财务数据对比。点击上方公司名可切换其他公司
RHYTHM PHARMACEUTICALS, INC.的季度营收约是MP Materials Corp.的1.1倍（$57.3M vs $52.7M），MP Materials Corp.净利率更高（17.9% vs -83.0%，领先100.9%），RHYTHM PHARMACEUTICALS, INC.同比增速更快（36.9% vs -13.6%），过去两年RHYTHM PHARMACEUTICALS, INC.的营收复合增速更高（48.5% vs 4.0%）
MP Materials Corp.是总部位于美国的稀土材料生产商，拥有并运营加利福尼亚州芒廷帕斯矿，这是西半球唯一在产的稀土开采及加工设施，所产核心材料可广泛应用于电动汽车、风力发电机、国防工业等多个关键领域。
Rhythm Pharmaceuticals是一家专注于罕见病领域的生物制药企业，主要开发和商业化针对罕见遗传性肥胖症的靶向疗法，覆盖POMC缺陷、LEPR缺陷、巴德-毕德氏综合征等适应症，服务北美、欧洲地区缺少有效治疗方案的患者群体。
MP vs RYTM — 直观对比
营收规模更大
RYTM
是对方的1.1倍
$52.7M
营收增速更快
RYTM
高出50.5%
-13.6%
净利率更高
MP
高出100.9%
-83.0%
两年增速更快
RYTM
近两年复合增速
4.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $52.7M | $57.3M |
| 净利润 | $9.4M | $-47.5M |
| 毛利率 | — | 91.6% |
| 营业利润率 | -7.0% | -82.2% |
| 净利率 | 17.9% | -83.0% |
| 营收同比 | -13.6% | 36.9% |
| 净利润同比 | 142.2% | -9.6% |
| 每股收益（稀释后） | $0.07 | $-0.73 |
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MPRYTM
| Q4 25 | $52.7M | $57.3M | ||
| Q3 25 | $53.6M | $51.3M | ||
| Q2 25 | $57.4M | $48.5M | ||
| Q1 25 | $60.8M | $32.7M | ||
| Q4 24 | $61.0M | $41.8M | ||
| Q3 24 | $62.9M | $33.3M | ||
| Q2 24 | $31.3M | $29.1M | ||
| Q1 24 | $48.7M | $26.0M |
净利润MPRYTM
| Q4 25 | $9.4M | $-47.5M | ||
| Q3 25 | $-41.8M | $-52.9M | ||
| Q2 25 | $-30.9M | $-46.6M | ||
| Q1 25 | $-22.6M | $-49.5M | ||
| Q4 24 | $-22.3M | $-43.3M | ||
| Q3 24 | $-25.5M | $-43.6M | ||
| Q2 24 | $-34.1M | $-32.3M | ||
| Q1 24 | $16.5M | $-141.4M |
毛利率MPRYTM
| Q4 25 | — | 91.6% | ||
| Q3 25 | — | 89.3% | ||
| Q2 25 | — | 88.6% | ||
| Q1 25 | — | 88.8% | ||
| Q4 24 | — | 90.9% | ||
| Q3 24 | — | 88.5% | ||
| Q2 24 | — | 89.9% | ||
| Q1 24 | — | 89.2% |
营业利润率MPRYTM
| Q4 25 | -7.0% | -82.2% | ||
| Q3 25 | -125.2% | -102.6% | ||
| Q2 25 | -76.5% | -93.4% | ||
| Q1 25 | -57.2% | -143.7% | ||
| Q4 24 | -72.1% | -98.6% | ||
| Q3 24 | -62.8% | -132.0% | ||
| Q2 24 | -171.1% | -139.2% | ||
| Q1 24 | -66.6% | -538.7% |
净利率MPRYTM
| Q4 25 | 17.9% | -83.0% | ||
| Q3 25 | -78.0% | -103.1% | ||
| Q2 25 | -53.8% | -96.1% | ||
| Q1 25 | -37.2% | -151.4% | ||
| Q4 24 | -36.6% | -103.6% | ||
| Q3 24 | -40.5% | -131.2% | ||
| Q2 24 | -108.9% | -110.9% | ||
| Q1 24 | 33.9% | -544.4% |
每股收益（稀释后）MPRYTM
| Q4 25 | $0.07 | $-0.73 | ||
| Q3 25 | $-0.24 | $-0.82 | ||
| Q2 25 | $-0.19 | $-0.75 | ||
| Q1 25 | $-0.14 | $-0.81 | ||
| Q4 24 | $-0.12 | $-0.71 | ||
| Q3 24 | $-0.16 | $-0.73 | ||
| Q2 24 | $-0.21 | $-0.55 | ||
| Q1 24 | $-0.08 | $-2.35 |
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 | $1.2B | $388.9M |
| 总债务越低越好 | $998.7M | — |
| 股东权益账面价值 | $2.0B | $139.1M |
| 总资产 | $3.9B | $480.2M |
| 负债/权益比越低杠杆越低 | 0.50× | — |
8季度趋势，按日历期对齐
现金及短期投资MPRYTM
| Q4 25 | $1.2B | $388.9M | ||
| Q3 25 | $1.1B | $416.1M | ||
| Q2 25 | $261.5M | $291.0M | ||
| Q1 25 | $198.3M | $314.5M | ||
| Q4 24 | $282.4M | $320.6M | ||
| Q3 24 | $284.4M | $298.4M | ||
| Q2 24 | $295.6M | $319.1M | ||
| Q1 24 | $296.5M | $201.2M |
总债务MPRYTM
| Q4 25 | $998.7M | — | ||
| Q3 25 | $997.3M | — | ||
| Q2 25 | $910.8M | — | ||
| Q1 25 | $909.8M | — | ||
| Q4 24 | $908.7M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益MPRYTM
| Q4 25 | $2.0B | $139.1M | ||
| Q3 25 | $2.0B | $148.8M | ||
| Q2 25 | $1.0B | $-11.9M | ||
| Q1 25 | $1.0B | $18.9M | ||
| Q4 24 | $1.1B | $21.7M | ||
| Q3 24 | $1.1B | $11.2M | ||
| Q2 24 | $1.1B | $39.3M | ||
| Q1 24 | $1.1B | $61.6M |
总资产MPRYTM
| Q4 25 | $3.9B | $480.2M | ||
| Q3 25 | $3.8B | $506.9M | ||
| Q2 25 | $2.3B | $372.7M | ||
| Q1 25 | $2.4B | $386.7M | ||
| Q4 24 | $2.3B | $392.3M | ||
| Q3 24 | $2.3B | $363.6M | ||
| Q2 24 | $2.4B | $381.8M | ||
| Q1 24 | $2.4B | $258.7M |
负债/权益比MPRYTM
| Q4 25 | 0.50× | — | ||
| Q3 25 | 0.51× | — | ||
| Q2 25 | 0.90× | — | ||
| Q1 25 | 0.88× | — | ||
| Q4 24 | 0.86× | — | ||
| Q3 24 | — | — | ||
| 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 | $-46.9M | $-25.4M |
| 自由现金流经营现金流 - 资本支出 | $-109.3M | — |
| 自由现金流率自由现金流/营收 | -207.4% | — |
| 资本支出强度资本支出/营收 | 118.5% | — |
| 现金转化率经营现金流/净利润 | -4.97× | — |
| 过去12个月自由现金流最近4个季度 | $-328.1M | — |
8季度趋势，按日历期对齐
经营现金流MPRYTM
| Q4 25 | $-46.9M | $-25.4M | ||
| Q3 25 | $-42.0M | $-26.6M | ||
| Q2 25 | $-3.7M | $-23.3M | ||
| Q1 25 | $-63.2M | $-40.4M | ||
| Q4 24 | $30.5M | $-18.8M | ||
| Q3 24 | $-6.8M | $-25.2M | ||
| Q2 24 | $30.8M | $-29.1M | ||
| Q1 24 | $-41.1M | $-40.7M |
自由现金流MPRYTM
| Q4 25 | $-109.3M | — | ||
| Q3 25 | $-92.5M | — | ||
| Q2 25 | $-32.7M | — | ||
| Q1 25 | $-93.7M | — | ||
| Q4 24 | $-11.2M | — | ||
| Q3 24 | $-53.3M | — | ||
| Q2 24 | $-15.6M | — | ||
| Q1 24 | $-93.0M | — |
自由现金流率MPRYTM
| Q4 25 | -207.4% | — | ||
| Q3 25 | -172.8% | — | ||
| Q2 25 | -56.9% | — | ||
| Q1 25 | -154.0% | — | ||
| Q4 24 | -18.3% | — | ||
| Q3 24 | -84.7% | — | ||
| Q2 24 | -50.1% | — | ||
| Q1 24 | -191.0% | — |
资本支出强度MPRYTM
| Q4 25 | 118.5% | — | ||
| Q3 25 | 94.3% | — | ||
| Q2 25 | 50.5% | — | ||
| Q1 25 | 50.1% | — | ||
| Q4 24 | 68.3% | — | ||
| Q3 24 | 73.8% | — | ||
| Q2 24 | 148.7% | — | ||
| Q1 24 | 106.5% | — |
现金转化率MPRYTM
| Q4 25 | -4.97× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | -2.49× | — |
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
MP
| Materials Segment | $35.6M | 68% |
| Other | $17.1M | 32% |
RYTM
暂无分部数据
