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NB Bancorp, Inc.（NBBK）与PUMA BIOTECHNOLOGY, INC.（PBYI）财务数据对比。点击上方公司名可切换其他公司
PUMA BIOTECHNOLOGY, INC.的季度营收约是NB Bancorp, Inc.的1.2倍（$75.5M vs $63.4M），NB Bancorp, Inc.同比增速更快（33.9% vs 27.7%），NB Bancorp, Inc.自由现金流更多（$57.4M vs $14.4M），过去两年PUMA BIOTECHNOLOGY, INC.的营收复合增速更高（31.3% vs 22.6%）
NB Bancorp, Inc.是一家总部位于美国的银行控股公司，通过旗下全资银行子公司运营，提供全系列零售及商业银行服务，包括存款产品、消费贷款、住房抵押贷款、小微企业融资方案，主要服务纽约大都会区的个人及中小微企业客户。
彪马生物技术是一家公开上市的生物制药企业，总部位于美国加利福尼亚州洛杉矶，专注于创新药物研发相关业务，在生物制药领域开展研发与商业化运营。
NBBK vs PBYI — 直观对比
营收规模更大
PBYI
是对方的1.2倍
$63.4M
营收增速更快
NBBK
高出6.1%
27.7%
自由现金流更多
NBBK
多$43.0M
$14.4M
两年增速更快
PBYI
近两年复合增速
22.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $63.4M | $75.5M |
| 净利润 | $7.7M | — |
| 毛利率 | — | 69.3% |
| 营业利润率 | 23.5% | 22.7% |
| 净利率 | 12.2% | — |
| 营收同比 | 33.9% | 27.7% |
| 净利润同比 | -50.6% | — |
| 每股收益（稀释后） | $0.19 | $0.26 |
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NBBKPBYI
| Q4 25 | $63.4M | $75.5M | ||
| Q3 25 | $51.7M | $54.5M | ||
| Q2 25 | $51.2M | $52.4M | ||
| Q1 25 | $47.4M | $46.0M | ||
| Q4 24 | $47.3M | $59.1M | ||
| Q3 24 | $42.6M | $80.5M | ||
| Q2 24 | $41.7M | $47.1M | ||
| Q1 24 | $42.1M | $43.8M |
净利润NBBKPBYI
| Q4 25 | $7.7M | — | ||
| Q3 25 | $15.4M | $8.8M | ||
| Q2 25 | $14.6M | $5.9M | ||
| Q1 25 | $12.7M | $3.0M | ||
| Q4 24 | $15.6M | — | ||
| Q3 24 | $8.4M | $20.3M | ||
| Q2 24 | $9.5M | $-4.5M | ||
| Q1 24 | $8.7M | $-4.8M |
毛利率NBBKPBYI
| Q4 25 | — | 69.3% | ||
| Q3 25 | — | 77.7% | ||
| Q2 25 | — | 76.5% | ||
| Q1 25 | — | 77.1% | ||
| Q4 24 | — | 76.4% | ||
| Q3 24 | — | 63.9% | ||
| Q2 24 | — | 77.4% | ||
| Q1 24 | — | 75.5% |
营业利润率NBBKPBYI
| Q4 25 | 23.5% | 22.7% | ||
| Q3 25 | 38.6% | 17.6% | ||
| Q2 25 | 36.6% | 12.7% | ||
| Q1 25 | 37.1% | 8.7% | ||
| Q4 24 | 40.7% | 22.6% | ||
| Q3 24 | 36.1% | 27.4% | ||
| Q2 24 | 28.3% | -4.6% | ||
| Q1 24 | 28.8% | -5.3% |
净利率NBBKPBYI
| Q4 25 | 12.2% | — | ||
| Q3 25 | 29.7% | 16.2% | ||
| Q2 25 | 28.5% | 11.2% | ||
| Q1 25 | 26.7% | 6.5% | ||
| Q4 24 | 33.0% | — | ||
| Q3 24 | 19.7% | 25.2% | ||
| Q2 24 | 22.7% | -9.6% | ||
| Q1 24 | 20.7% | -11.0% |
每股收益（稀释后）NBBKPBYI
| Q4 25 | $0.19 | $0.26 | ||
| Q3 25 | $0.43 | $0.17 | ||
| Q2 25 | $0.39 | $0.12 | ||
| Q1 25 | $0.33 | $0.06 | ||
| Q4 24 | $0.40 | $0.40 | ||
| Q3 24 | $0.21 | $0.41 | ||
| Q2 24 | $0.24 | $-0.09 | ||
| Q1 24 | $0.22 | $-0.10 |
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 | — | $97.5M |
| 总债务越低越好 | — | $22.7M |
| 股东权益账面价值 | $858.9M | $130.3M |
| 总资产 | $7.0B | $216.3M |
| 负债/权益比越低杠杆越低 | — | 0.17× |
8季度趋势，按日历期对齐
现金及短期投资NBBKPBYI
| Q4 25 | — | $97.5M | ||
| Q3 25 | — | $94.4M | ||
| Q2 25 | — | $96.0M | ||
| Q1 25 | — | $93.2M | ||
| Q4 24 | — | $101.0M | ||
| Q3 24 | — | $96.7M | ||
| Q2 24 | — | $96.8M | ||
| Q1 24 | — | $107.2M |
总债务NBBKPBYI
| Q4 25 | — | $22.7M | ||
| Q3 25 | — | $34.0M | ||
| Q2 25 | — | $45.3M | ||
| Q1 25 | — | $56.7M | ||
| Q4 24 | — | $68.0M | ||
| Q3 24 | — | $79.3M | ||
| Q2 24 | — | $90.7M | ||
| Q1 24 | — | $102.0M |
股东权益NBBKPBYI
| Q4 25 | $858.9M | $130.3M | ||
| Q3 25 | $737.0M | $115.3M | ||
| Q2 25 | $737.1M | $104.7M | ||
| Q1 25 | $739.6M | $97.1M | ||
| Q4 24 | $765.2M | $92.1M | ||
| Q3 24 | $747.4M | $71.1M | ||
| Q2 24 | $734.3M | $48.5M | ||
| Q1 24 | $733.8M | $51.0M |
总资产NBBKPBYI
| Q4 25 | $7.0B | $216.3M | ||
| Q3 25 | $5.4B | $202.9M | ||
| Q2 25 | $5.2B | $194.9M | ||
| Q1 25 | $5.2B | $196.2M | ||
| Q4 24 | $5.2B | $213.3M | ||
| Q3 24 | $5.0B | $220.7M | ||
| Q2 24 | $4.8B | $205.0M | ||
| Q1 24 | $4.7B | $214.1M |
负债/权益比NBBKPBYI
| Q4 25 | — | 0.17× | ||
| Q3 25 | — | 0.30× | ||
| Q2 25 | — | 0.43× | ||
| Q1 25 | — | 0.58× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 1.12× | ||
| Q2 24 | — | 1.87× | ||
| Q1 24 | — | 2.00× |
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 | $60.8M | $14.4M |
| 自由现金流经营现金流 - 资本支出 | $57.4M | $14.4M |
| 自由现金流率自由现金流/营收 | 90.6% | 19.1% |
| 资本支出强度资本支出/营收 | 5.4% | 0.0% |
| 现金转化率经营现金流/净利润 | 7.89× | — |
| 过去12个月自由现金流最近4个季度 | $117.2M | $41.7M |
8季度趋势，按日历期对齐
经营现金流NBBKPBYI
| Q4 25 | $60.8M | $14.4M | ||
| Q3 25 | $24.2M | $9.7M | ||
| Q2 25 | $27.0M | $14.1M | ||
| Q1 25 | $9.9M | $3.6M | ||
| Q4 24 | $43.2M | $15.6M | ||
| Q3 24 | $8.6M | $11.0M | ||
| Q2 24 | $24.7M | $1.0M | ||
| Q1 24 | $-11.4M | $11.2M |
自由现金流NBBKPBYI
| Q4 25 | $57.4M | $14.4M | ||
| Q3 25 | $23.9M | $9.7M | ||
| Q2 25 | $26.1M | $14.1M | ||
| Q1 25 | $9.8M | $3.6M | ||
| Q4 24 | $41.3M | $15.6M | ||
| Q3 24 | $8.4M | $11.0M | ||
| Q2 24 | $23.8M | $1.0M | ||
| Q1 24 | $-11.7M | — |
自由现金流率NBBKPBYI
| Q4 25 | 90.6% | 19.1% | ||
| Q3 25 | 46.3% | 17.7% | ||
| Q2 25 | 51.0% | 26.8% | ||
| Q1 25 | 20.8% | 7.7% | ||
| Q4 24 | 87.2% | 26.4% | ||
| Q3 24 | 19.7% | 13.7% | ||
| Q2 24 | 57.1% | 2.1% | ||
| Q1 24 | -27.7% | — |
资本支出强度NBBKPBYI
| Q4 25 | 5.4% | 0.0% | ||
| Q3 25 | 0.6% | 0.0% | ||
| Q2 25 | 1.9% | 0.0% | ||
| Q1 25 | 0.2% | 0.1% | ||
| Q4 24 | 4.1% | 0.0% | ||
| Q3 24 | 0.5% | 0.0% | ||
| Q2 24 | 2.1% | 0.0% | ||
| Q1 24 | 0.6% | 0.0% |
现金转化率NBBKPBYI
| Q4 25 | 7.89× | — | ||
| Q3 25 | 1.58× | 1.10× | ||
| Q2 25 | 1.85× | 2.41× | ||
| Q1 25 | 0.79× | 1.21× | ||
| Q4 24 | 2.77× | — | ||
| Q3 24 | 1.03× | 0.54× | ||
| Q2 24 | 2.61× | — | ||
| Q1 24 | -1.31× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
