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NEUROCRINE BIOSCIENCES INC（NBIX）与Ryman Hospitality Properties, Inc.（RHP）财务数据对比。点击上方公司名可切换其他公司
NEUROCRINE BIOSCIENCES INC的季度营收约是Ryman Hospitality Properties, Inc.的1.1倍（$805.5M vs $737.8M），NEUROCRINE BIOSCIENCES INC净利率更高（19.1% vs 10.1%，领先9.0%），NEUROCRINE BIOSCIENCES INC同比增速更快（28.3% vs 13.9%），NEUROCRINE BIOSCIENCES INC自由现金流更多（$386.0M vs $58.5M），过去两年NEUROCRINE BIOSCIENCES INC的营收复合增速更高（25.0% vs 18.2%）
Neurocrine Biosciences是1992年成立的美国生物制药企业，总部位于加利福尼亚州圣地亚哥，截至2024年10月首席执行官为Kyle Gano。公司专注于神经及内分泌相关疾病的疗法研发，旗下药物缬苯那嗪（商品名Ingrezza）于2017年获美国批准，用于治疗成人迟发性运动障碍。
莱曼酒店地产是一家主营酒店、度假村、娱乐及媒体业务的企业，得名于旗下位于田纳西州纳什维尔的国家历史地标莱曼礼堂。公司历史可追溯至曾为俄克拉荷马出版公司子公司时期，1983年收购WSM公司后奠定现代业务基础，同时将知名演出IP大奥普里等核心资产纳入麾下。
NBIX vs RHP — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $805.5M | $737.8M |
| 净利润 | $153.7M | $74.5M |
| 毛利率 | 97.8% | 41.4% |
| 营业利润率 | 26.2% | 19.4% |
| 净利率 | 19.1% | 10.1% |
| 营收同比 | 28.3% | 13.9% |
| 净利润同比 | 49.1% | 3.0% |
| 每股收益（稀释后） | $1.49 | $1.12 |
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
| Q4 25 | $805.5M | $737.8M | ||
| Q3 25 | $794.9M | $592.5M | ||
| Q2 25 | $687.5M | $659.5M | ||
| Q1 25 | $572.6M | $587.3M | ||
| Q4 24 | $627.7M | $647.6M | ||
| Q3 24 | $622.1M | $550.0M | ||
| Q2 24 | $590.2M | $613.3M | ||
| Q1 24 | $515.3M | $528.3M |
| Q4 25 | $153.7M | $74.5M | ||
| Q3 25 | $209.5M | $34.9M | ||
| Q2 25 | $107.5M | $71.8M | ||
| Q1 25 | $7.9M | $63.0M | ||
| Q4 24 | $103.1M | $72.3M | ||
| Q3 24 | $129.8M | $59.0M | ||
| Q2 24 | $65.0M | $100.8M | ||
| Q1 24 | $43.4M | $42.8M |
| Q4 25 | 97.8% | 41.4% | ||
| Q3 25 | 98.2% | 40.9% | ||
| Q2 25 | 98.4% | 49.7% | ||
| Q1 25 | 98.4% | 44.4% | ||
| Q4 24 | 98.5% | 40.4% | ||
| Q3 24 | 98.7% | 43.1% | ||
| Q2 24 | 98.4% | 48.4% | ||
| Q1 24 | 98.5% | 41.5% |
| Q4 25 | 26.2% | 19.4% | ||
| Q3 25 | 30.1% | 15.0% | ||
| Q2 25 | 21.2% | 21.1% | ||
| Q1 25 | 4.1% | 19.8% | ||
| Q4 24 | 22.6% | 18.6% | ||
| Q3 24 | 29.5% | 19.3% | ||
| Q2 24 | 24.6% | 27.4% | ||
| Q1 24 | 19.3% | 18.2% |
| Q4 25 | 19.1% | 10.1% | ||
| Q3 25 | 26.4% | 5.9% | ||
| Q2 25 | 15.6% | 10.9% | ||
| Q1 25 | 1.4% | 10.7% | ||
| Q4 24 | 16.4% | 11.2% | ||
| Q3 24 | 20.9% | 10.7% | ||
| Q2 24 | 11.0% | 16.4% | ||
| Q1 24 | 8.4% | 8.1% |
| Q4 25 | $1.49 | $1.12 | ||
| Q3 25 | $2.04 | $0.53 | ||
| Q2 25 | $1.06 | $1.12 | ||
| Q1 25 | $0.08 | $1.00 | ||
| Q4 24 | $1.00 | $1.12 | ||
| Q3 24 | $1.24 | $0.94 | ||
| Q2 24 | $0.63 | $1.65 | ||
| Q1 24 | $0.42 | $0.67 |
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 | $713.0M | $471.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.3B | $750.2M |
| 总资产 | $4.6B | $6.2B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q4 25 | $713.0M | $471.4M | ||
| Q3 25 | $340.2M | $483.3M | ||
| Q2 25 | $264.0M | $420.6M | ||
| Q1 25 | $194.1M | $413.9M | ||
| Q4 24 | $233.0M | $477.7M | ||
| Q3 24 | $349.1M | $534.9M | ||
| Q2 24 | $139.7M | $498.4M | ||
| Q1 24 | $396.3M | $465.3M |
| Q4 25 | $3.3B | $750.2M | ||
| Q3 25 | $3.0B | $758.5M | ||
| Q2 25 | $2.7B | $800.4M | ||
| Q1 25 | $2.5B | $531.5M | ||
| Q4 24 | $2.6B | $549.0M | ||
| Q3 24 | $2.7B | $551.9M | ||
| Q2 24 | $2.5B | $562.6M | ||
| Q1 24 | $2.4B | $529.9M |
| Q4 25 | $4.6B | $6.2B | ||
| Q3 25 | $4.3B | $6.2B | ||
| Q2 25 | $3.9B | $6.1B | ||
| Q1 25 | $3.7B | $5.2B | ||
| Q4 24 | $3.7B | $5.2B | ||
| Q3 24 | $3.5B | $5.2B | ||
| Q2 24 | $3.3B | $5.1B | ||
| Q1 24 | $3.5B | $5.1B |
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 | $388.4M | $164.7M |
| 自由现金流经营现金流 - 资本支出 | $386.0M | $58.5M |
| 自由现金流率自由现金流/营收 | 47.9% | 7.9% |
| 资本支出强度资本支出/营收 | 0.3% | 14.4% |
| 现金转化率经营现金流/净利润 | 2.53× | 2.21× |
| 过去12个月自由现金流最近4个季度 | $743.9M | $232.4M |
8季度趋势，按日历期对齐
| Q4 25 | $388.4M | $164.7M | ||
| Q3 25 | $227.5M | $205.2M | ||
| Q2 25 | $102.0M | $122.5M | ||
| Q1 25 | $64.8M | $98.2M | ||
| Q4 24 | $242.5M | $166.6M | ||
| Q3 24 | $158.0M | $218.1M | ||
| Q2 24 | $64.6M | $184.3M | ||
| Q1 24 | $130.3M | $7.5M |
| Q4 25 | $386.0M | $58.5M | ||
| Q3 25 | $214.3M | $135.4M | ||
| Q2 25 | $89.5M | $53.0M | ||
| Q1 25 | $54.1M | $-14.5M | ||
| Q4 24 | $235.2M | $76.0M | ||
| Q3 24 | $149.9M | $85.7M | ||
| Q2 24 | $53.0M | $78.8M | ||
| Q1 24 | $119.1M | $-72.0M |
| Q4 25 | 47.9% | 7.9% | ||
| Q3 25 | 27.0% | 22.9% | ||
| Q2 25 | 13.0% | 8.0% | ||
| Q1 25 | 9.4% | -2.5% | ||
| Q4 24 | 37.5% | 11.7% | ||
| Q3 24 | 24.1% | 15.6% | ||
| Q2 24 | 9.0% | 12.9% | ||
| Q1 24 | 23.1% | -13.6% |
| Q4 25 | 0.3% | 14.4% | ||
| Q3 25 | 1.7% | 11.8% | ||
| Q2 25 | 1.8% | 10.5% | ||
| Q1 25 | 1.9% | 19.2% | ||
| Q4 24 | 1.2% | 14.0% | ||
| Q3 24 | 1.3% | 24.1% | ||
| Q2 24 | 2.0% | 17.2% | ||
| Q1 24 | 2.2% | 15.0% |
| Q4 25 | 2.53× | 2.21× | ||
| Q3 25 | 1.09× | 5.88× | ||
| Q2 25 | 0.95× | 1.71× | ||
| Q1 25 | 8.20× | 1.56× | ||
| Q4 24 | 2.35× | 2.30× | ||
| Q3 24 | 1.22× | 3.70× | ||
| Q2 24 | 0.99× | 1.83× | ||
| Q1 24 | 3.00× | 0.17× |
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
NBIX
| INGREZZA Net Product Sales | $653.8M | 81% |
| CRENESSITY Net Product Sales | $135.4M | 17% |
| Other Income | $12.6M | 2% |
| Collaboration Revenue | $7.2M | 1% |
RHP
| Hotel Other | $157.7M | 21% |
| Gaylord Opryland | $147.4M | 20% |
| Hotel Transient Rooms | $93.6M | 13% |
| Hotel Food And Beverage Outlets | $92.2M | 12% |
| Gaylord Palms | $88.2M | 12% |
| Jw Marriott Hill Country | $53.7M | 7% |
| Entertainment Admissions And Ticketing | $43.1M | 6% |
| Entertainment Food And Beverage | $38.1M | 5% |
| Entertainment Retail And Other | $28.3M | 4% |
| Ac Hotel | $2.4M | 0% |
