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EVERSPIN TECHNOLOGIES INC.（MRAM）与SUTRO BIOPHARMA, INC.（STRO）财务数据对比。点击上方公司名可切换其他公司
EVERSPIN TECHNOLOGIES INC.的季度营收约是SUTRO BIOPHARMA, INC.的1.3倍（$14.9M vs $11.6M），EVERSPIN TECHNOLOGIES INC.同比增速更快（13.2% vs -21.4%），过去两年EVERSPIN TECHNOLOGIES INC.的营收复合增速更高（18.2% vs -5.4%）
Everspin Technologies是一家总部位于美国亚利桑那州钱德勒的上市半导体企业，核心业务为研发生产磁阻随机存取存储器（MRAM）产品，涵盖Toggle MRAM与自旋转移矩MRAM两大产品系列，同时也对外授权嵌入式MRAM、磁传感器相关技术，并提供嵌入式MRAM后道代工服务。
Sutro Biopharma是一家上市生物科技公司，总部位于加州南旧金山，专注于临床阶段药物的研发、开发与生产。公司依托自主专有的无细胞蛋白质合成平台，结合蛋白质工程与理性设计技术开发肿瘤治疗药物。公司2003年成立时名为Fundamental Applied Biology，2009年改用现名。
MRAM vs STRO — 直观对比
营收规模更大
MRAM
是对方的1.3倍
$11.6M
营收增速更快
MRAM
高出34.6%
-21.4%
两年增速更快
MRAM
近两年复合增速
-5.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $14.9M | $11.6M |
| 净利润 | $-296.0K | — |
| 毛利率 | 52.7% | — |
| 营业利润率 | 29.0% | — |
| 净利率 | -2.0% | — |
| 营收同比 | 13.2% | -21.4% |
| 净利润同比 | — | 35.4% |
| 每股收益（稀释后） | $-0.01 | — |
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MRAMSTRO
| Q1 26 | $14.9M | — | ||
| Q4 25 | $14.8M | $11.6M | ||
| Q3 25 | $14.1M | $9.7M | ||
| Q2 25 | $13.2M | $63.7M | ||
| Q1 25 | $13.1M | $17.4M | ||
| Q4 24 | $13.2M | $14.8M | ||
| Q3 24 | $12.1M | $8.5M | ||
| Q2 24 | $10.6M | $25.7M |
净利润MRAMSTRO
| Q1 26 | $-296.0K | — | ||
| Q4 25 | $1.2M | — | ||
| Q3 25 | $54.0K | $-56.9M | ||
| Q2 25 | $-670.0K | $-11.5M | ||
| Q1 25 | $-1.2M | $-76.0M | ||
| Q4 24 | $1.2M | $-72.4M | ||
| Q3 24 | $2.3M | $-48.8M | ||
| Q2 24 | $-2.5M | $-48.0M |
毛利率MRAMSTRO
| Q1 26 | 52.7% | — | ||
| Q4 25 | 50.8% | — | ||
| Q3 25 | 51.3% | — | ||
| Q2 25 | 51.3% | — | ||
| Q1 25 | 51.4% | — | ||
| Q4 24 | 51.3% | — | ||
| Q3 24 | 49.2% | — | ||
| Q2 24 | 49.0% | — |
营业利润率MRAMSTRO
| Q1 26 | 29.0% | — | ||
| Q4 25 | -7.2% | — | ||
| Q3 25 | -11.0% | -499.9% | ||
| Q2 25 | -14.9% | -5.2% | ||
| Q1 25 | -14.7% | -393.8% | ||
| Q4 24 | -11.8% | -440.7% | ||
| Q3 24 | -17.5% | -797.2% | ||
| Q2 24 | -26.5% | -189.4% |
净利率MRAMSTRO
| Q1 26 | -2.0% | — | ||
| Q4 25 | 8.1% | — | ||
| Q3 25 | 0.4% | -586.6% | ||
| Q2 25 | -5.1% | -18.0% | ||
| Q1 25 | -8.9% | -436.6% | ||
| Q4 24 | 9.2% | -489.2% | ||
| Q3 24 | 18.8% | -572.6% | ||
| Q2 24 | -23.5% | -186.8% |
每股收益（稀释后）MRAMSTRO
| Q1 26 | $-0.01 | — | ||
| Q4 25 | $0.05 | — | ||
| Q3 25 | $0.00 | $-0.67 | ||
| Q2 25 | $-0.03 | $-0.14 | ||
| Q1 25 | $-0.05 | $-0.91 | ||
| Q4 24 | $0.07 | $-27.63 | ||
| Q3 24 | $0.10 | $-0.59 | ||
| Q2 24 | $-0.12 | $-0.59 |
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 | $40.5M | $141.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $70.2M | $-132.5M |
| 总资产 | $83.2M | $173.8M |
| 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MRAMSTRO
| Q1 26 | $40.5M | — | ||
| Q4 25 | $44.5M | $141.4M | ||
| Q3 25 | $45.3M | $167.6M | ||
| Q2 25 | $45.0M | $205.1M | ||
| Q1 25 | $42.2M | $249.0M | ||
| Q4 24 | $42.1M | $316.9M | ||
| Q3 24 | $39.6M | $388.3M | ||
| Q2 24 | $36.8M | $375.6M |
股东权益MRAMSTRO
| Q1 26 | $70.2M | — | ||
| Q4 25 | $68.9M | $-132.5M | ||
| Q3 25 | $65.8M | $-87.3M | ||
| Q2 25 | $64.1M | $-32.1M | ||
| Q1 25 | $63.0M | $-25.8M | ||
| Q4 24 | $62.6M | $44.6M | ||
| Q3 24 | $59.3M | $111.2M | ||
| Q2 24 | $55.4M | $152.2M |
总资产MRAMSTRO
| Q1 26 | $83.2M | — | ||
| Q4 25 | $84.6M | $173.8M | ||
| Q3 25 | $80.3M | $209.7M | ||
| Q2 25 | $78.9M | $262.4M | ||
| Q1 25 | $80.2M | $321.4M | ||
| Q4 24 | $77.8M | $387.2M | ||
| Q3 24 | $72.6M | $451.8M | ||
| Q2 24 | $64.6M | $489.0M |
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 | $570.0K | $-177.2M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 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 | — | — |
8季度趋势，按日历期对齐
经营现金流MRAMSTRO
| Q1 26 | $570.0K | — | ||
| Q4 25 | $2.6M | $-177.2M | ||
| Q3 25 | $881.0K | $-38.2M | ||
| Q2 25 | $5.0M | $-44.7M | ||
| Q1 25 | $1.4M | $-67.9M | ||
| Q4 24 | $3.8M | $-71.7M | ||
| Q3 24 | $2.8M | $-64.5M | ||
| Q2 24 | $1.7M | $9.5M |
自由现金流MRAMSTRO
| Q1 26 | — | — | ||
| Q4 25 | $-975.0K | — | ||
| Q3 25 | $543.0K | — | ||
| Q2 25 | $3.0M | — | ||
| Q1 25 | $527.0K | — | ||
| Q4 24 | $2.1M | — | ||
| Q3 24 | $2.8M | — | ||
| Q2 24 | $1.7M | — |
自由现金流率MRAMSTRO
| Q1 26 | — | — | ||
| Q4 25 | -6.6% | — | ||
| Q3 25 | 3.9% | — | ||
| Q2 25 | 22.9% | — | ||
| Q1 25 | 4.0% | — | ||
| Q4 24 | 15.8% | — | ||
| Q3 24 | 22.9% | — | ||
| Q2 24 | 15.9% | — |
资本支出强度MRAMSTRO
| Q1 26 | — | — | ||
| Q4 25 | 24.3% | — | ||
| Q3 25 | 2.4% | — | ||
| Q2 25 | 15.1% | — | ||
| Q1 25 | 6.9% | — | ||
| Q4 24 | 13.2% | — | ||
| Q3 24 | 0.5% | — | ||
| Q2 24 | 0.3% | — |
现金转化率MRAMSTRO
| Q1 26 | — | — | ||
| Q4 25 | 2.19× | — | ||
| Q3 25 | 16.31× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 3.16× | — | ||
| Q3 24 | 1.25× | — | ||
| Q2 24 | — | — |
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
MRAM
| Product sales | $14.1M | 95% |
| Licensing, royalty, patent, engineering services and other revenue | $772.0K | 5% |
STRO
暂无分部数据
