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FiscalNote Holdings, Inc.（NOTE）与Valens Semiconductor Ltd.（VLN）财务数据对比。点击上方公司名可切换其他公司
FiscalNote Holdings, Inc.的季度营收约是Valens Semiconductor Ltd.的1.3倍（$22.2M vs $17.3M），Valens Semiconductor Ltd.同比增速更快（8.1% vs -24.7%），FiscalNote Holdings, Inc.自由现金流更多（$-1.9M vs $-4.9M）
FiscalNote Holdings, Inc.（常称FiscalNote）是一家上市的软件数据与传媒企业，总部位于美国华盛顿特区，2013年由三位创始人创立。核心业务为通过政府关系管理服务FiscalNote GRM提供软件工具、平台、数据服务与资讯，同时依托人工智能平台分析美国待审议法案相关内容。
瓦伦斯半导体是一家总部位于以色列的无晶圆厂半导体企业，核心产品面向汽车与音视频行业，主打未压缩超高清多媒体内容传输及车内连接应用场景。作为MIPI联盟成员，该公司率先推出了符合MIPI A-PHY标准的商用芯片组，同时也是HDBaseT技术的发明者。
NOTE vs VLN — 直观对比
营收规模更大
NOTE
是对方的1.3倍
$17.3M
营收增速更快
VLN
高出32.7%
-24.7%
自由现金流更多
NOTE
多$3.0M
$-4.9M
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $22.2M | $17.3M |
| 净利润 | — | $-7.3M |
| 毛利率 | — | 63.0% |
| 营业利润率 | -83.7% | -46.4% |
| 净利率 | — | -42.2% |
| 营收同比 | -24.7% | 8.1% |
| 净利润同比 | — | 29.3% |
| 每股收益（稀释后） | $-2.81 | $-0.07 |
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NOTEVLN
| Q4 25 | $22.2M | — | ||
| Q3 25 | $22.4M | $17.3M | ||
| Q2 25 | $23.3M | $17.1M | ||
| Q1 25 | $27.5M | $16.8M | ||
| Q4 24 | $29.5M | — | ||
| Q3 24 | $29.4M | $16.0M | ||
| Q2 24 | $29.2M | $13.6M | ||
| Q1 24 | $32.1M | — |
净利润NOTEVLN
| Q4 25 | — | — | ||
| Q3 25 | $-24.9M | $-7.3M | ||
| Q2 25 | $-13.3M | $-7.2M | ||
| Q1 25 | $-4.3M | $-8.3M | ||
| Q4 24 | — | — | ||
| Q3 24 | $-14.9M | $-10.4M | ||
| Q2 24 | $-12.8M | $-8.9M | ||
| Q1 24 | $50.6M | — |
毛利率NOTEVLN
| Q4 25 | — | — | ||
| Q3 25 | — | 63.0% | ||
| Q2 25 | — | 63.5% | ||
| Q1 25 | — | 62.9% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 56.4% | ||
| Q2 24 | — | 61.4% | ||
| Q1 24 | — | — |
营业利润率NOTEVLN
| Q4 25 | -83.7% | — | ||
| Q3 25 | -43.4% | -46.4% | ||
| Q2 25 | -31.9% | -43.3% | ||
| Q1 25 | -50.0% | -56.2% | ||
| Q4 24 | -19.4% | — | ||
| Q3 24 | -23.1% | -76.3% | ||
| Q2 24 | -27.2% | -69.2% | ||
| Q1 24 | -35.6% | — |
净利率NOTEVLN
| Q4 25 | — | — | ||
| Q3 25 | -110.8% | -42.2% | ||
| Q2 25 | -57.0% | -42.1% | ||
| Q1 25 | -15.4% | -49.4% | ||
| Q4 24 | — | — | ||
| Q3 24 | -50.7% | -64.6% | ||
| Q2 24 | -43.6% | -65.2% | ||
| Q1 24 | 157.6% | — |
每股收益（稀释后）NOTEVLN
| Q4 25 | $-2.81 | — | ||
| Q3 25 | $-1.73 | $-0.07 | ||
| Q2 25 | $-0.08 | $-0.07 | ||
| Q1 25 | $-0.03 | $-0.08 | ||
| Q4 24 | $1.88 | — | ||
| Q3 24 | $-1.33 | $-0.10 | ||
| Q2 24 | $-0.09 | $-0.08 | ||
| Q1 24 | $0.37 | — |
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 | $26.3M | $93.5M |
| 总债务越低越好 | $128.4M | — |
| 股东权益账面价值 | $62.0M | $108.8M |
| 总资产 | $255.1M | $136.7M |
| 负债/权益比越低杠杆越低 | 2.07× | — |
8季度趋势，按日历期对齐
现金及短期投资NOTEVLN
| Q4 25 | $26.3M | — | ||
| Q3 25 | $31.2M | $93.5M | ||
| Q2 25 | $38.5M | $102.7M | ||
| Q1 25 | $46.3M | $112.5M | ||
| Q4 24 | $34.6M | — | ||
| Q3 24 | $32.7M | $133.1M | ||
| Q2 24 | $37.7M | $105.9M | ||
| Q1 24 | $43.6M | — |
总债务NOTEVLN
| Q4 25 | $128.4M | — | ||
| Q3 25 | $131.5M | — | ||
| Q2 25 | $116.7M | — | ||
| Q1 25 | $118.0M | — | ||
| Q4 24 | $147.1M | — | ||
| Q3 24 | $152.2M | — | ||
| Q2 24 | $145.9M | — | ||
| Q1 24 | $153.0M | — |
股东权益NOTEVLN
| Q4 25 | $62.0M | — | ||
| Q3 25 | $75.5M | $108.8M | ||
| Q2 25 | $95.1M | $116.5M | ||
| Q1 25 | $98.7M | $128.6M | ||
| Q4 24 | $97.8M | — | ||
| Q3 24 | $98.5M | $147.0M | ||
| Q2 24 | $106.9M | $153.5M | ||
| Q1 24 | $106.1M | — |
总资产NOTEVLN
| Q4 25 | $255.1M | — | ||
| Q3 25 | $273.9M | $136.7M | ||
| Q2 25 | $288.3M | $144.8M | ||
| Q1 25 | $299.7M | $154.6M | ||
| Q4 24 | $326.2M | — | ||
| Q3 24 | $337.9M | $171.9M | ||
| Q2 24 | $346.3M | $175.8M | ||
| Q1 24 | $357.8M | — |
负债/权益比NOTEVLN
| Q4 25 | 2.07× | — | ||
| Q3 25 | 1.74× | — | ||
| Q2 25 | 1.23× | — | ||
| Q1 25 | 1.20× | — | ||
| Q4 24 | 1.50× | — | ||
| Q3 24 | 1.54× | — | ||
| Q2 24 | 1.36× | — | ||
| Q1 24 | 1.44× | — |
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 | $-279.0K | $-4.7M |
| 自由现金流经营现金流 - 资本支出 | $-1.9M | $-4.9M |
| 自由现金流率自由现金流/营收 | -8.7% | -28.5% |
| 资本支出强度资本支出/营收 | 7.4% | 1.6% |
| 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 | $-18.6M | $-11.0M |
8季度趋势，按日历期对齐
经营现金流NOTEVLN
| Q4 25 | $-279.0K | — | ||
| Q3 25 | $-8.3M | $-4.7M | ||
| Q2 25 | $-6.2M | $-211.0K | ||
| Q1 25 | $3.3M | $-7.6M | ||
| Q4 24 | $-1.3M | — | ||
| Q3 24 | $-3.0M | $3.0M | ||
| Q2 24 | $-3.7M | $-225.0K | ||
| Q1 24 | $2.7M | — |
自由现金流NOTEVLN
| Q4 25 | $-1.9M | — | ||
| Q3 25 | $-10.4M | $-4.9M | ||
| Q2 25 | $-7.7M | $-330.0K | ||
| Q1 25 | $1.3M | $-8.0M | ||
| Q4 24 | $-3.4M | — | ||
| Q3 24 | $-5.4M | $2.2M | ||
| Q2 24 | $-6.5M | $-460.0K | ||
| Q1 24 | $1.0M | — |
自由现金流率NOTEVLN
| Q4 25 | -8.7% | — | ||
| Q3 25 | -46.2% | -28.5% | ||
| Q2 25 | -33.0% | -1.9% | ||
| Q1 25 | 4.7% | -47.3% | ||
| Q4 24 | -11.4% | — | ||
| Q3 24 | -18.4% | 14.0% | ||
| Q2 24 | -22.1% | -3.4% | ||
| Q1 24 | 3.3% | — |
资本支出强度NOTEVLN
| Q4 25 | 7.4% | — | ||
| Q3 25 | 9.3% | 1.6% | ||
| Q2 25 | 6.4% | 0.7% | ||
| Q1 25 | 7.2% | 2.1% | ||
| Q4 24 | 6.8% | — | ||
| Q3 24 | 8.3% | 4.5% | ||
| Q2 24 | 9.4% | 1.7% | ||
| Q1 24 | 5.3% | — |
现金转化率NOTEVLN
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 0.05× | — |
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
NOTE
| Subscription | $21.2M | 95% |
| Advisory Advertising And Other | $1.0M | 5% |
VLN
暂无分部数据
