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Neptune Insurance Holdings Inc.(NP)与RECURSION PHARMACEUTICALS, INC.(RXRX)财务数据对比。点击上方公司名可切换其他公司
Neptune Insurance Holdings Inc.的季度营收约是RECURSION PHARMACEUTICALS, INC.的1.1倍($37.8M vs $35.5M),Neptune Insurance Holdings Inc.净利率更高(0.1% vs -304.2%,领先304.4%),RECURSION PHARMACEUTICALS, INC.同比增速更快(681.7% vs 28.8%)
海王星保险控股有限公司是一家专业保险控股企业,主要经营财产及意外伤害保险业务,核心产品覆盖美国市场的住宅与商业洪水保险,服务个人消费者及中小型商业客户,依托数据分析实现精准定价和高效风险管理。
Recursion Pharmaceuticals是一家临床阶段生物技术企业,依托人工智能技术和高通量生物实验体系,开发针对罕见病、肿瘤、炎症性疾病等领域未满足医疗需求的创新疗法,核心市场覆盖北美,与全球多家生物制药企业合作推进在研管线落地。
NP vs RXRX — 直观对比
营收规模更大
NP
是对方的1.1倍
$35.5M
营收增速更快
RXRX
高出653.0%
28.8%
净利率更高
NP
高出304.4%
-304.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $37.8M | $35.5M |
| 净利润 | $50.0K | $-108.1M |
| 毛利率 | — | 59.8% |
| 营业利润率 | — | -304.8% |
| 净利率 | 0.1% | -304.2% |
| 营收同比 | 28.8% | 681.7% |
| 净利润同比 | 0.0% | 39.6% |
| 每股收益(稀释后) | $0.05 | $-0.17 |
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
NP
RXRX
| Q1 26 | $37.8M | — | ||
| Q4 25 | — | $35.5M | ||
| Q3 25 | $44.4M | $5.2M | ||
| Q2 25 | — | $19.2M | ||
| Q1 25 | — | $14.7M | ||
| Q4 24 | — | $4.5M | ||
| Q3 24 | $33.8M | $26.1M | ||
| Q2 24 | — | $14.4M |
净利润
NP
RXRX
| Q1 26 | $50.0K | — | ||
| Q4 25 | — | $-108.1M | ||
| Q3 25 | $11.5M | $-162.3M | ||
| Q2 25 | — | $-171.9M | ||
| Q1 25 | — | $-202.5M | ||
| Q4 24 | — | $-178.9M | ||
| Q3 24 | $12.1M | $-95.8M | ||
| Q2 24 | — | $-97.5M |
毛利率
NP
RXRX
| Q1 26 | — | — | ||
| Q4 25 | — | 59.8% | ||
| Q3 25 | — | -183.8% | ||
| Q2 25 | — | -4.9% | ||
| Q1 25 | — | -48.0% | ||
| Q4 24 | — | -181.4% | ||
| Q3 24 | — | 53.7% | ||
| Q2 24 | — | 36.2% |
营业利润率
NP
RXRX
| Q1 26 | — | — | ||
| Q4 25 | — | -304.8% | ||
| Q3 25 | 46.7% | -3327.6% | ||
| Q2 25 | — | -916.8% | ||
| Q1 25 | — | -1297.9% | ||
| Q4 24 | — | -4042.4% | ||
| Q3 24 | 58.6% | -377.1% | ||
| Q2 24 | — | -697.4% |
净利率
NP
RXRX
| Q1 26 | 0.1% | — | ||
| Q4 25 | — | -304.2% | ||
| Q3 25 | 25.9% | -3135.3% | ||
| Q2 25 | — | -894.2% | ||
| Q1 25 | — | -1373.3% | ||
| Q4 24 | — | -3935.5% | ||
| Q3 24 | 35.8% | -367.5% | ||
| Q2 24 | — | -676.6% |
每股收益(稀释后)
NP
RXRX
| Q1 26 | $0.05 | — | ||
| Q4 25 | — | $-0.17 | ||
| Q3 25 | $0.06 | $-0.36 | ||
| Q2 25 | — | $-0.41 | ||
| Q1 25 | — | $-0.50 | ||
| Q4 24 | — | $-0.56 | ||
| Q3 24 | $0.06 | $-0.34 | ||
| Q2 24 | — | $-0.40 |
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 | — | $743.3M |
| 总债务越低越好 | — | $9.6M |
| 股东权益账面价值 | — | $1.1B |
| 总资产 | — | $1.5B |
| 负债/权益比越低杠杆越低 | — | 0.01× |
8季度趋势,按日历期对齐
现金及短期投资
NP
RXRX
| Q1 26 | — | — | ||
| Q4 25 | — | $743.3M | ||
| Q3 25 | $12.2M | $659.8M | ||
| Q2 25 | — | $525.1M | ||
| Q1 25 | — | $500.5M | ||
| Q4 24 | — | $594.4M | ||
| Q3 24 | — | $427.6M | ||
| Q2 24 | — | $474.3M |
总债务
NP
RXRX
| Q1 26 | — | — | ||
| Q4 25 | — | $9.6M | ||
| Q3 25 | $247.6M | $11.9M | ||
| Q2 25 | — | $14.2M | ||
| Q1 25 | — | $16.4M | ||
| Q4 24 | — | $19.0M | ||
| Q3 24 | — | $20.5M | ||
| Q2 24 | — | $22.9M |
股东权益
NP
RXRX
| Q1 26 | — | — | ||
| Q4 25 | — | $1.1B | ||
| Q3 25 | $-509.5M | $1.0B | ||
| Q2 25 | — | $919.1M | ||
| Q1 25 | — | $933.9M | ||
| Q4 24 | — | $1.0B | ||
| Q3 24 | $-374.3M | $524.6M | ||
| Q2 24 | — | $584.4M |
总资产
NP
RXRX
| Q1 26 | — | — | ||
| Q4 25 | — | $1.5B | ||
| Q3 25 | $89.6M | $1.4B | ||
| Q2 25 | — | $1.3B | ||
| Q1 25 | — | $1.3B | ||
| Q4 24 | — | $1.4B | ||
| Q3 24 | — | $726.5M | ||
| Q2 24 | — | $775.9M |
负债/权益比
NP
RXRX
| Q1 26 | — | — | ||
| Q4 25 | — | 0.01× | ||
| Q3 25 | — | 0.01× | ||
| Q2 25 | — | 0.02× | ||
| Q1 25 | — | 0.02× | ||
| Q4 24 | — | 0.02× | ||
| Q3 24 | — | 0.04× | ||
| Q2 24 | — | 0.04× |
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 | — | $-46.1M |
| 自由现金流经营现金流 - 资本支出 | — | $-47.3M |
| 自由现金流率自由现金流/营收 | — | -133.1% |
| 资本支出强度资本支出/营收 | — | 3.5% |
| 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 | — | $-378.3M |
8季度趋势,按日历期对齐
经营现金流
NP
RXRX
| Q1 26 | — | — | ||
| Q4 25 | — | $-46.1M | ||
| Q3 25 | $38.9M | $-117.4M | ||
| Q2 25 | — | $-76.4M | ||
| Q1 25 | — | $-132.0M | ||
| Q4 24 | — | $-115.4M | ||
| Q3 24 | — | $-59.2M | ||
| Q2 24 | — | $-82.2M |
自由现金流
NP
RXRX
| Q1 26 | — | — | ||
| Q4 25 | — | $-47.3M | ||
| Q3 25 | — | $-117.6M | ||
| Q2 25 | — | $-79.6M | ||
| Q1 25 | — | $-133.8M | ||
| Q4 24 | — | $-116.7M | ||
| Q3 24 | — | $-63.8M | ||
| Q2 24 | — | $-83.4M |
自由现金流率
NP
RXRX
| Q1 26 | — | — | ||
| Q4 25 | — | -133.1% | ||
| Q3 25 | — | -2272.5% | ||
| Q2 25 | — | -413.9% | ||
| Q1 25 | — | -907.4% | ||
| Q4 24 | — | -2567.7% | ||
| Q3 24 | — | -244.6% | ||
| Q2 24 | — | -578.5% |
资本支出强度
NP
RXRX
| Q1 26 | — | — | ||
| Q4 25 | — | 3.5% | ||
| Q3 25 | — | 4.7% | ||
| Q2 25 | — | 16.4% | ||
| Q1 25 | — | 12.4% | ||
| Q4 24 | — | 28.6% | ||
| Q3 24 | — | 17.5% | ||
| Q2 24 | — | 8.2% |
现金转化率
NP
RXRX
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 3.38× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图