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莫德纳(MRNA)与Reddit, Inc.(RDDT)财务数据对比。点击上方公司名可切换其他公司
莫德纳的季度营收约是Reddit, Inc.的1.5倍($1.0B vs $663.0M),Reddit, Inc.净利率更高(30.8% vs -19.7%,领先50.5%),Reddit, Inc.同比增速更快(69.0% vs -45.4%),Reddit, Inc.自由现金流更多($311.0M vs $-880.0M),过去两年Reddit, Inc.的营收复合增速更高(53.6% vs -45.0%)
莫德纳是一家总部位于美国马萨诸塞州剑桥市的生物制药企业,深耕RNA治疗领域,核心业务聚焦mRNA疫苗研发。其疫苗通过信使RNA(mRNA)分子拷贝传递蛋白合成指令以触发人体免疫反应,公司名称由“修饰”“RNA”与“现代”三个词组合而来。
Reddit是美国知名的社交新闻聚合与论坛类社交媒体平台,注册用户可发布链接、文字帖、图片、视频等各类内容,其他用户可对内容进行点赞或点踩,内容按主题归类到用户创建的子板块中,获赞更高的内容会排在板块前列,热度足够的内容还将展示在全站首页。
MRNA vs RDDT — 直观对比
营收规模更大
MRNA
是对方的1.5倍
$663.0M
营收增速更快
RDDT
高出114.4%
-45.4%
净利率更高
RDDT
高出50.5%
-19.7%
自由现金流更多
RDDT
多$1.2B
$-880.0M
两年增速更快
RDDT
近两年复合增速
-45.0%
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.0B | $663.0M |
| 净利润 | $-200.0M | $204.0M |
| 毛利率 | 79.6% | 100.0% |
| 营业利润率 | -25.6% | 0.0% |
| 净利率 | -19.7% | 30.8% |
| 营收同比 | -45.4% | 69.0% |
| 净利润同比 | -1638.5% | 680.0% |
| 每股收益(稀释后) | $-0.51 | $1.01 |
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
MRNA
RDDT
| Q1 26 | — | $663.0M | ||
| Q4 25 | — | $725.6M | ||
| Q3 25 | $1.0B | $584.9M | ||
| Q2 25 | — | $499.6M | ||
| Q1 25 | — | $392.4M | ||
| Q4 24 | $966.0M | $427.7M | ||
| Q3 24 | $1.9B | $348.4M | ||
| Q2 24 | — | $281.2M |
净利润
MRNA
RDDT
| Q1 26 | — | $204.0M | ||
| Q4 25 | — | $251.6M | ||
| Q3 25 | $-200.0M | $162.7M | ||
| Q2 25 | — | $89.3M | ||
| Q1 25 | — | $26.2M | ||
| Q4 24 | $-1.1B | $71.0M | ||
| Q3 24 | $13.0M | $29.9M | ||
| Q2 24 | — | $-10.1M |
毛利率
MRNA
RDDT
| Q1 26 | — | 100.0% | ||
| Q4 25 | — | 91.9% | ||
| Q3 25 | 79.6% | 91.0% | ||
| Q2 25 | — | 90.8% | ||
| Q1 25 | — | 90.5% | ||
| Q4 24 | 23.5% | 92.6% | ||
| Q3 24 | 72.4% | 90.1% | ||
| Q2 24 | — | 89.5% |
营业利润率
MRNA
RDDT
| Q1 26 | — | 0.0% | ||
| Q4 25 | — | 31.9% | ||
| Q3 25 | -25.6% | 23.7% | ||
| Q2 25 | — | 13.6% | ||
| Q1 25 | — | 1.0% | ||
| Q4 24 | -129.0% | 12.4% | ||
| Q3 24 | -3.8% | 2.0% | ||
| Q2 24 | — | -11.0% |
净利率
MRNA
RDDT
| Q1 26 | — | 30.8% | ||
| Q4 25 | — | 34.7% | ||
| Q3 25 | -19.7% | 27.8% | ||
| Q2 25 | — | 17.9% | ||
| Q1 25 | — | 6.7% | ||
| Q4 24 | -115.9% | 16.6% | ||
| Q3 24 | 0.7% | 8.6% | ||
| Q2 24 | — | -3.6% |
每股收益(稀释后)
MRNA
RDDT
| Q1 26 | — | $1.01 | ||
| Q4 25 | — | $1.24 | ||
| Q3 25 | $-0.51 | $0.80 | ||
| Q2 25 | — | $0.45 | ||
| Q1 25 | — | $0.13 | ||
| Q4 24 | $-2.91 | $4.76 | ||
| Q3 24 | $0.03 | $0.16 | ||
| Q2 24 | — | $-0.06 |
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 | $1.1B | $1.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $9.3B | $3.2B |
| 总资产 | $12.1B | $3.5B |
| 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
MRNA
RDDT
| Q1 26 | — | $1.4B | ||
| Q4 25 | — | $953.6M | ||
| Q3 25 | $1.1B | $911.7M | ||
| Q2 25 | — | $734.1M | ||
| Q1 25 | — | $635.7M | ||
| Q4 24 | $1.9B | $562.1M | ||
| Q3 24 | $1.6B | $515.9M | ||
| Q2 24 | — | $468.0M |
股东权益
MRNA
RDDT
| Q1 26 | — | $3.2B | ||
| Q4 25 | — | $2.9B | ||
| Q3 25 | $9.3B | $2.6B | ||
| Q2 25 | — | $2.4B | ||
| Q1 25 | — | $2.2B | ||
| Q4 24 | $10.9B | $2.1B | ||
| Q3 24 | $11.9B | $2.0B | ||
| Q2 24 | — | $1.9B |
总资产
MRNA
RDDT
| Q1 26 | — | $3.5B | ||
| Q4 25 | — | $3.2B | ||
| Q3 25 | $12.1B | $2.9B | ||
| Q2 25 | — | $2.6B | ||
| Q1 25 | — | $2.4B | ||
| Q4 24 | $14.1B | $2.3B | ||
| Q3 24 | $15.8B | $2.2B | ||
| Q2 24 | — | $2.1B |
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 | $-847.0M | — |
| 自由现金流经营现金流 - 资本支出 | $-880.0M | $311.0M |
| 自由现金流率自由现金流/营收 | -86.6% | 46.9% |
| 资本支出强度资本支出/营收 | 3.2% | — |
| 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 | $-1.9B | $868.6M |
8季度趋势,按日历期对齐
经营现金流
MRNA
RDDT
| Q1 26 | — | — | ||
| Q4 25 | — | $266.8M | ||
| Q3 25 | $-847.0M | $185.2M | ||
| Q2 25 | — | $111.3M | ||
| Q1 25 | — | $127.6M | ||
| Q4 24 | $825.0M | $90.0M | ||
| Q3 24 | $-1.6B | $71.6M | ||
| Q2 24 | — | $28.4M |
自由现金流
MRNA
RDDT
| Q1 26 | — | $311.0M | ||
| Q4 25 | — | $263.6M | ||
| Q3 25 | $-880.0M | $183.1M | ||
| Q2 25 | — | $110.8M | ||
| Q1 25 | — | $126.6M | ||
| Q4 24 | $303.0M | $89.2M | ||
| Q3 24 | $-1.7B | $70.3M | ||
| Q2 24 | — | $27.2M |
自由现金流率
MRNA
RDDT
| Q1 26 | — | 46.9% | ||
| Q4 25 | — | 36.3% | ||
| Q3 25 | -86.6% | 31.3% | ||
| Q2 25 | — | 22.2% | ||
| Q1 25 | — | 32.3% | ||
| Q4 24 | 31.4% | 20.8% | ||
| Q3 24 | -92.2% | 20.2% | ||
| Q2 24 | — | 9.7% |
资本支出强度
MRNA
RDDT
| Q1 26 | — | — | ||
| Q4 25 | — | 0.4% | ||
| Q3 25 | 3.2% | 0.4% | ||
| Q2 25 | — | 0.1% | ||
| Q1 25 | — | 0.2% | ||
| Q4 24 | 54.0% | 0.2% | ||
| Q3 24 | 8.1% | 0.4% | ||
| Q2 24 | — | 0.4% |
现金转化率
MRNA
RDDT
| Q1 26 | — | — | ||
| Q4 25 | — | 1.06× | ||
| Q3 25 | — | 1.14× | ||
| Q2 25 | — | 1.25× | ||
| Q1 25 | — | 4.88× | ||
| Q4 24 | — | 1.27× | ||
| Q3 24 | -120.46× | 2.40× | ||
| 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
MRNA
| COVID19 | $971.0M | 96% |
| Other Revenue | $20.0M | 2% |
| Grant | $14.0M | 1% |
| Collaboration Arrangement Including Arrangements With Affiliate | $7.0M | 1% |
| License And Royalty | $2.0M | 0% |
RDDT
暂无分部数据