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Nextdoor Holdings, Inc.（NXDR）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Nextdoor Holdings, Inc.的1.1倍（$75.5M vs $69.5M），PUMA BIOTECHNOLOGY, INC.同比增速更快（27.7% vs 6.5%），PUMA BIOTECHNOLOGY, INC.自由现金流更多（$14.4M vs $9.4M），过去两年PUMA BIOTECHNOLOGY, INC.的营收复合增速更高（31.3% vs 14.3%）
Nextdoor Holdings, Inc.是一家美国企业，主打面向社区的超本地社交网络服务。公司成立于2008年，总部位于加利福尼亚州旧金山，2011年10月在美国正式推出服务。截至2023年5月，业务已覆盖11个国家，2024年数据显示其平台会员数量达8800万。
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。
NXDR vs PBYI — 直观对比
营收规模更大
PBYI
是对方的1.1倍
$69.5M
营收增速更快
PBYI
高出21.2%
6.5%
自由现金流更多
PBYI
多$5.0M
$9.4M
两年增速更快
PBYI
近两年复合增速
14.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $69.5M | $75.5M |
| 净利润 | $-4.0M | — |
| 毛利率 | 84.9% | 69.3% |
| 营业利润率 | -10.7% | 22.7% |
| 净利率 | -5.8% | — |
| 营收同比 | 6.5% | 27.7% |
| 净利润同比 | 66.7% | — |
| 每股收益（稀释后） | $-0.01 | $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NXDRPBYI
| Q4 25 | $69.5M | $75.5M | ||
| Q3 25 | $68.9M | $54.5M | ||
| Q2 25 | $65.1M | $52.4M | ||
| Q1 25 | $54.2M | $46.0M | ||
| Q4 24 | $65.2M | $59.1M | ||
| Q3 24 | $65.6M | $80.5M | ||
| Q2 24 | $63.3M | $47.1M | ||
| Q1 24 | $53.1M | $43.8M |
净利润NXDRPBYI
| Q4 25 | $-4.0M | — | ||
| Q3 25 | $-12.9M | $8.8M | ||
| Q2 25 | $-15.4M | $5.9M | ||
| Q1 25 | $-22.0M | $3.0M | ||
| Q4 24 | $-12.1M | — | ||
| Q3 24 | $-14.9M | $20.3M | ||
| Q2 24 | $-42.8M | $-4.5M | ||
| Q1 24 | $-28.3M | $-4.8M |
毛利率NXDRPBYI
| Q4 25 | 84.9% | 69.3% | ||
| Q3 25 | 84.9% | 77.7% | ||
| Q2 25 | 83.6% | 76.5% | ||
| Q1 25 | 82.6% | 77.1% | ||
| Q4 24 | 84.0% | 76.4% | ||
| Q3 24 | 83.0% | 63.9% | ||
| Q2 24 | 83.8% | 77.4% | ||
| Q1 24 | 81.2% | 75.5% |
营业利润率NXDRPBYI
| Q4 25 | -10.7% | 22.7% | ||
| Q3 25 | -25.0% | 17.6% | ||
| Q2 25 | -31.1% | 12.7% | ||
| Q1 25 | -49.9% | 8.7% | ||
| Q4 24 | -26.2% | 22.6% | ||
| Q3 24 | -31.7% | 27.4% | ||
| Q2 24 | -77.4% | -4.6% | ||
| Q1 24 | -65.4% | -5.3% |
净利率NXDRPBYI
| Q4 25 | -5.8% | — | ||
| Q3 25 | -18.7% | 16.2% | ||
| Q2 25 | -23.6% | 11.2% | ||
| Q1 25 | -40.5% | 6.5% | ||
| Q4 24 | -18.6% | — | ||
| Q3 24 | -22.7% | 25.2% | ||
| Q2 24 | -67.6% | -9.6% | ||
| Q1 24 | -53.2% | -11.0% |
每股收益（稀释后）NXDRPBYI
| Q4 25 | $-0.01 | $0.26 | ||
| Q3 25 | $-0.03 | $0.17 | ||
| Q2 25 | $-0.04 | $0.12 | ||
| Q1 25 | $-0.06 | $0.06 | ||
| Q4 24 | $-0.03 | $0.40 | ||
| Q3 24 | $-0.04 | $0.41 | ||
| Q2 24 | $-0.11 | $-0.09 | ||
| Q1 24 | $-0.07 | $-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 | $63.3M | $97.5M |
| 总债务越低越好 | — | $22.7M |
| 股东权益账面价值 | $431.3M | $130.3M |
| 总资产 | $486.8M | $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NXDRPBYI
| Q4 25 | $63.3M | $97.5M | ||
| Q3 25 | $56.1M | $94.4M | ||
| Q2 25 | $62.0M | $96.0M | ||
| Q1 25 | $57.3M | $93.2M | ||
| Q4 24 | $45.5M | $101.0M | ||
| Q3 24 | $49.7M | $96.7M | ||
| Q2 24 | $53.0M | $96.8M | ||
| Q1 24 | $69.7M | $107.2M |
总债务NXDRPBYI
| 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NXDRPBYI
| Q4 25 | $431.3M | $130.3M | ||
| Q3 25 | $429.7M | $115.3M | ||
| Q2 25 | $429.5M | $104.7M | ||
| Q1 25 | $436.1M | $97.1M | ||
| Q4 24 | $453.5M | $92.1M | ||
| Q3 24 | $456.0M | $71.1M | ||
| Q2 24 | $472.3M | $48.5M | ||
| Q1 24 | $541.4M | $51.0M |
总资产NXDRPBYI
| Q4 25 | $486.8M | $216.3M | ||
| Q3 25 | $488.9M | $202.9M | ||
| Q2 25 | $490.4M | $194.9M | ||
| Q1 25 | $495.0M | $196.2M | ||
| Q4 24 | $514.0M | $213.3M | ||
| Q3 24 | $517.7M | $220.7M | ||
| Q2 24 | $542.1M | $205.0M | ||
| Q1 24 | $633.1M | $214.1M |
负债/权益比NXDRPBYI
| 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 | $9.5M | $14.4M |
| 自由现金流经营现金流 - 资本支出 | $9.4M | $14.4M |
| 自由现金流率自由现金流/营收 | 13.5% | 19.1% |
| 资本支出强度资本支出/营收 | 0.1% | 0.0% |
| 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 | $5.9M | $41.7M |
8季度趋势，按日历期对齐
经营现金流NXDRPBYI
| Q4 25 | $9.5M | $14.4M | ||
| Q3 25 | $-6.3M | $9.7M | ||
| Q2 25 | $2.9M | $14.1M | ||
| Q1 25 | $368.0K | $3.6M | ||
| Q4 24 | $11.8M | $15.6M | ||
| Q3 24 | $-13.0M | $11.0M | ||
| Q2 24 | $-5.4M | $1.0M | ||
| Q1 24 | $-13.6M | $11.2M |
自由现金流NXDRPBYI
| Q4 25 | $9.4M | $14.4M | ||
| Q3 25 | $-6.5M | $9.7M | ||
| Q2 25 | $2.6M | $14.1M | ||
| Q1 25 | $340.0K | $3.6M | ||
| Q4 24 | $11.7M | $15.6M | ||
| Q3 24 | $-13.2M | $11.0M | ||
| Q2 24 | $-5.5M | $1.0M | ||
| Q1 24 | $-13.6M | — |
自由现金流率NXDRPBYI
| Q4 25 | 13.5% | 19.1% | ||
| Q3 25 | -9.4% | 17.7% | ||
| Q2 25 | 4.1% | 26.8% | ||
| Q1 25 | 0.6% | 7.7% | ||
| Q4 24 | 17.9% | 26.4% | ||
| Q3 24 | -20.1% | 13.7% | ||
| Q2 24 | -8.6% | 2.1% | ||
| Q1 24 | -25.7% | — |
资本支出强度NXDRPBYI
| Q4 25 | 0.1% | 0.0% | ||
| Q3 25 | 0.2% | 0.0% | ||
| Q2 25 | 0.5% | 0.0% | ||
| Q1 25 | 0.1% | 0.1% | ||
| Q4 24 | 0.1% | 0.0% | ||
| Q3 24 | 0.3% | 0.0% | ||
| Q2 24 | 0.2% | 0.0% | ||
| Q1 24 | 0.0% | 0.0% |
现金转化率NXDRPBYI
| Q4 25 | — | — | ||
| Q3 25 | — | 1.10× | ||
| Q2 25 | — | 2.41× | ||
| Q1 25 | — | 1.21× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.54× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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
NXDR
| US | $67.1M | 97% |
| Non Us | $2.3M | 3% |
PBYI
暂无分部数据
