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NATIONAL HEALTH INVESTORS INC（NHI）与RIGEL PHARMACEUTICALS INC（RIGL）财务数据对比。点击上方公司名可切换其他公司
NATIONAL HEALTH INVESTORS INC的季度营收约是RIGEL PHARMACEUTICALS INC的1.5倍（$105.8M vs $69.8M），RIGEL PHARMACEUTICALS INC净利率更高（384.0% vs 36.1%，领先348.0%），NATIONAL HEALTH INVESTORS INC同比增速更快（23.4% vs 21.2%），过去两年RIGEL PHARMACEUTICALS INC的营收复合增速更高（53.7% vs 13.9%）
Oscar Health是美国营利性健康保险公司，2012年由约书亚·库什纳、凯文·纳泽米和马里奥·施洛瑟创立，总部位于纽约市。公司深耕健康保险领域，通过远程医疗、医疗专用技术界面及透明的理赔定价体系，降低患者的服务使用难度。
Rigel制药是一家临床阶段生物技术企业，专注于研发及商业化针对自身免疫性疾病、炎症性疾病与血液疾病的靶向小分子疗法，核心市场位于美国，旗下已获批产品可治疗成人免疫性血小板减少症，致力于满足未被覆盖的临床医疗需求。
NHI vs RIGL — 直观对比
营收规模更大
NHI
是对方的1.5倍
$69.8M
营收增速更快
NHI
高出2.2%
21.2%
净利率更高
RIGL
高出348.0%
36.1%
两年增速更快
RIGL
近两年复合增速
13.9%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $105.8M | $69.8M |
| 净利润 | $38.2M | $268.1M |
| 毛利率 | — | 91.5% |
| 营业利润率 | — | 33.2% |
| 净利率 | 36.1% | 384.0% |
| 营收同比 | 23.4% | 21.2% |
| 净利润同比 | -11.7% | 1769.2% |
| 每股收益（稀释后） | $0.80 | $14.11 |
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NHIRIGL
| Q4 25 | $105.8M | $69.8M | ||
| Q3 25 | $89.8M | $69.5M | ||
| Q2 25 | $90.7M | $101.7M | ||
| Q1 25 | $89.3M | $53.3M | ||
| Q4 24 | $85.8M | $57.6M | ||
| Q3 24 | $82.9M | $55.3M | ||
| Q2 24 | $85.0M | $36.8M | ||
| Q1 24 | $81.5M | $29.5M |
净利润NHIRIGL
| Q4 25 | $38.2M | $268.1M | ||
| Q3 25 | $32.9M | $27.9M | ||
| Q2 25 | $37.0M | $59.6M | ||
| Q1 25 | $34.2M | $11.4M | ||
| Q4 24 | $43.2M | $14.3M | ||
| Q3 24 | $28.5M | $12.4M | ||
| Q2 24 | $35.3M | $-1.0M | ||
| Q1 24 | $30.9M | $-8.2M |
毛利率NHIRIGL
| Q4 25 | — | 91.5% | ||
| Q3 25 | — | 93.2% | ||
| Q2 25 | — | 95.6% | ||
| Q1 25 | — | 91.7% | ||
| Q4 24 | — | 89.9% | ||
| Q3 24 | — | 85.5% | ||
| Q2 24 | — | 92.4% | ||
| Q1 24 | — | 93.1% |
营业利润率NHIRIGL
| Q4 25 | — | 33.2% | ||
| Q3 25 | — | 40.9% | ||
| Q2 25 | — | 60.1% | ||
| Q1 25 | — | 23.9% | ||
| Q4 24 | — | 28.9% | ||
| Q3 24 | — | 25.4% | ||
| Q2 24 | — | 1.2% | ||
| Q1 24 | — | -23.6% |
净利率NHIRIGL
| Q4 25 | 36.1% | 384.0% | ||
| Q3 25 | 36.6% | 40.2% | ||
| Q2 25 | 40.8% | 58.6% | ||
| Q1 25 | 38.3% | 21.5% | ||
| Q4 24 | 50.4% | 24.9% | ||
| Q3 24 | 34.4% | 22.5% | ||
| Q2 24 | 41.5% | -2.8% | ||
| Q1 24 | 38.0% | -27.9% |
每股收益（稀释后）NHIRIGL
| Q4 25 | $0.80 | $14.11 | ||
| Q3 25 | $0.69 | $1.46 | ||
| Q2 25 | $0.79 | $3.28 | ||
| Q1 25 | $0.74 | $0.63 | ||
| Q4 24 | $0.96 | $0.82 | ||
| Q3 24 | $0.65 | $0.70 | ||
| Q2 24 | $0.81 | $-0.06 | ||
| Q1 24 | $0.71 | $-0.47 |
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 | $19.6M | $155.0M |
| 总债务越低越好 | — | $52.5M |
| 股东权益账面价值 | $1.5B | $391.5M |
| 总资产 | $2.8B | $513.6M |
| 负债/权益比越低杠杆越低 | — | 0.13× |
8季度趋势，按日历期对齐
现金及短期投资NHIRIGL
| Q4 25 | $19.6M | $155.0M | ||
| Q3 25 | $81.6M | $137.1M | ||
| Q2 25 | $18.6M | $108.4M | ||
| Q1 25 | $135.0M | $77.1M | ||
| Q4 24 | $24.3M | $77.3M | ||
| Q3 24 | $15.6M | $61.1M | ||
| Q2 24 | $14.8M | $49.1M | ||
| Q1 24 | $11.4M | $49.5M |
总债务NHIRIGL
| Q4 25 | — | $52.5M | ||
| Q3 25 | — | $60.0M | ||
| Q2 25 | — | $60.0M | ||
| Q1 25 | — | $60.0M | ||
| Q4 24 | — | $60.0M | ||
| Q3 24 | — | $60.0M | ||
| Q2 24 | — | $60.0M | ||
| Q1 24 | — | $60.0M |
股东权益NHIRIGL
| Q4 25 | $1.5B | $391.5M | ||
| Q3 25 | $1.5B | $117.6M | ||
| Q2 25 | $1.5B | $81.9M | ||
| Q1 25 | $1.4B | $18.6M | ||
| Q4 24 | $1.4B | $3.3M | ||
| Q3 24 | $1.2B | $-14.6M | ||
| Q2 24 | $1.2B | $-29.9M | ||
| Q1 24 | $1.2B | $-31.7M |
总资产NHIRIGL
| Q4 25 | $2.8B | $513.6M | ||
| Q3 25 | $2.7B | $242.5M | ||
| Q2 25 | $2.7B | $206.7M | ||
| Q1 25 | $2.8B | $176.0M | ||
| Q4 24 | $2.6B | $164.0M | ||
| Q3 24 | $2.5B | $139.4M | ||
| Q2 24 | $2.5B | $128.4M | ||
| Q1 24 | $2.5B | $126.5M |
负债/权益比NHIRIGL
| Q4 25 | — | 0.13× | ||
| Q3 25 | — | 0.51× | ||
| Q2 25 | — | 0.73× | ||
| Q1 25 | — | 3.23× | ||
| Q4 24 | — | 18.25× | ||
| 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 | $236.6M | $22.0M |
| 自由现金流经营现金流 - 资本支出 | $-57.5M | — |
| 自由现金流率自由现金流/营收 | -54.3% | — |
| 资本支出强度资本支出/营收 | 277.9% | — |
| 现金转化率经营现金流/净利润 | 6.20× | 0.08× |
| 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NHIRIGL
| Q4 25 | $236.6M | $22.0M | ||
| Q3 25 | $62.5M | $24.0M | ||
| Q2 25 | $59.8M | $30.5M | ||
| Q1 25 | $46.5M | $-893.0K | ||
| Q4 24 | $207.8M | $14.5M | ||
| Q3 24 | $48.6M | $21.7M | ||
| Q2 24 | $60.7M | $302.0K | ||
| Q1 24 | $40.8M | $-5.0M |
自由现金流NHIRIGL
| Q4 25 | $-57.5M | — | ||
| Q3 25 | $-88.2M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $49.8M | — | ||
| Q3 24 | $1.5M | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
自由现金流率NHIRIGL
| Q4 25 | -54.3% | — | ||
| Q3 25 | -98.2% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 58.1% | — | ||
| Q3 24 | 1.9% | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
资本支出强度NHIRIGL
| Q4 25 | 277.9% | — | ||
| Q3 25 | 167.8% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 184.2% | — | ||
| Q3 24 | 56.8% | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
现金转化率NHIRIGL
| Q4 25 | 6.20× | 0.08× | ||
| Q3 25 | 1.90× | 0.86× | ||
| Q2 25 | 1.62× | 0.51× | ||
| Q1 25 | 1.36× | -0.08× | ||
| Q4 24 | 4.80× | 1.01× | ||
| Q3 24 | 1.70× | 1.75× | ||
| Q2 24 | 1.72× | — | ||
| Q1 24 | 1.32× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
