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Origin Bancorp, Inc.（OBK）与Ultragenyx Pharmaceutical Inc.（RARE）财务数据对比。点击上方公司名可切换其他公司
Ultragenyx Pharmaceutical Inc.的季度营收约是Origin Bancorp, Inc.的2.0倍（$207.3M vs $104.0M），Origin Bancorp, Inc.净利率更高（26.6% vs -62.0%，领先88.6%），过去两年Ultragenyx Pharmaceutical Inc.的营收复合增速更高（38.0% vs 3.9%）
Origin Bancorp旗下的南方银行是一家社区发展金融机构，总部位于阿肯色州阿卡德尔菲亚。该机构成立于1986年，最初名为南方开发银行公司，常被简称为“南方”，专注服务社区发展相关金融需求。
Ultragenyx Pharmaceutical Inc.是一家总部位于美国的生物制药企业，专注于研发罕见病和超罕见遗传病的创新治疗方案，这类疾病目前大多无获批疗法，存在大量未被满足的临床需求。公司覆盖生物制剂、小分子药物、基因疗法、反义寡核苷酸及mRNA等多种药物技术平台，研发管线涵盖骨骼、内分泌、代谢、肌肉及中枢神经系统疾病领域。
OBK vs RARE — 直观对比
营收规模更大
RARE
是对方的2.0倍
$104.0M
净利率更高
OBK
高出88.6%
-62.0%
两年增速更快
RARE
近两年复合增速
3.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $104.0M | $207.3M |
| 净利润 | $27.7M | $-128.6M |
| 毛利率 | — | — |
| 营业利润率 | — | -54.7% |
| 净利率 | 26.6% | -62.0% |
| 营收同比 | — | 25.9% |
| 净利润同比 | — | 3.5% |
| 每股收益（稀释后） | $0.89 | $-1.28 |
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OBKRARE
| Q1 26 | $104.0M | — | ||
| Q4 25 | $103.4M | $207.3M | ||
| Q3 25 | $109.8M | $159.9M | ||
| Q2 25 | $83.5M | $166.5M | ||
| Q1 25 | $94.1M | $139.3M | ||
| Q4 24 | $78.3M | $164.6M | ||
| Q3 24 | $90.8M | $139.5M | ||
| Q2 24 | $96.4M | $147.0M |
净利润OBKRARE
| Q1 26 | $27.7M | — | ||
| Q4 25 | $29.5M | $-128.6M | ||
| Q3 25 | $8.6M | $-180.4M | ||
| Q2 25 | $14.6M | $-115.0M | ||
| Q1 25 | $22.4M | $-151.1M | ||
| Q4 24 | $14.3M | $-133.2M | ||
| Q3 24 | $18.6M | $-133.5M | ||
| Q2 24 | $21.0M | $-131.6M |
营业利润率OBKRARE
| Q1 26 | — | — | ||
| Q4 25 | 36.2% | -54.7% | ||
| Q3 25 | 10.0% | -106.9% | ||
| Q2 25 | 22.3% | -64.8% | ||
| Q1 25 | 30.4% | -102.6% | ||
| Q4 24 | 23.0% | -74.3% | ||
| Q3 24 | 26.1% | -94.6% | ||
| Q2 24 | 27.7% | -79.1% |
净利率OBKRARE
| Q1 26 | 26.6% | — | ||
| Q4 25 | 28.5% | -62.0% | ||
| Q3 25 | 7.9% | -112.8% | ||
| Q2 25 | 17.5% | -69.0% | ||
| Q1 25 | 23.8% | -108.5% | ||
| Q4 24 | 18.2% | -80.9% | ||
| Q3 24 | 20.5% | -95.7% | ||
| Q2 24 | 21.8% | -89.5% |
每股收益（稀释后）OBKRARE
| Q1 26 | $0.89 | — | ||
| Q4 25 | $0.95 | $-1.28 | ||
| Q3 25 | $0.27 | $-1.81 | ||
| Q2 25 | $0.47 | $-1.17 | ||
| Q1 25 | $0.71 | $-1.57 | ||
| Q4 24 | $0.45 | $-1.34 | ||
| Q3 24 | $0.60 | $-1.40 | ||
| Q2 24 | $0.67 | $-1.52 |
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 | — | $421.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.3B | $-80.0M |
| 总资产 | $10.2B | $1.5B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资OBKRARE
| Q1 26 | — | — | ||
| Q4 25 | $424.2M | $421.0M | ||
| Q3 25 | $626.9M | $202.5M | ||
| Q2 25 | $334.1M | $176.3M | ||
| Q1 25 | $486.2M | $127.1M | ||
| Q4 24 | $470.2M | $174.0M | ||
| Q3 24 | $321.2M | $150.6M | ||
| Q2 24 | $288.1M | $480.7M |
股东权益OBKRARE
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.2B | $-80.0M | ||
| Q3 25 | $1.2B | $9.2M | ||
| Q2 25 | $1.2B | $151.3M | ||
| Q1 25 | $1.2B | $144.2M | ||
| Q4 24 | $1.1B | $255.0M | ||
| Q3 24 | $1.1B | $346.8M | ||
| Q2 24 | $1.1B | $432.4M |
总资产OBKRARE
| Q1 26 | $10.2B | — | ||
| Q4 25 | $9.7B | $1.5B | ||
| Q3 25 | $9.8B | $1.2B | ||
| Q2 25 | $9.7B | $1.3B | ||
| Q1 25 | $9.8B | $1.3B | ||
| Q4 24 | $9.7B | $1.5B | ||
| Q3 24 | $10.0B | $1.5B | ||
| Q2 24 | $9.9B | $1.6B |
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 | — | $-99.8M |
| 自由现金流经营现金流 - 资本支出 | — | $-100.8M |
| 自由现金流率自由现金流/营收 | — | -48.6% |
| 资本支出强度资本支出/营收 | — | 0.5% |
| 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 | — | $-472.0M |
8季度趋势，按日历期对齐
经营现金流OBKRARE
| Q1 26 | — | — | ||
| Q4 25 | $158.9M | $-99.8M | ||
| Q3 25 | $59.3M | $-91.4M | ||
| Q2 25 | $20.6M | $-108.3M | ||
| Q1 25 | $35.6M | $-166.5M | ||
| Q4 24 | $108.5M | $-79.3M | ||
| Q3 24 | $39.6M | $-67.0M | ||
| Q2 24 | $11.9M | $-77.0M |
自由现金流OBKRARE
| Q1 26 | — | — | ||
| Q4 25 | $151.1M | $-100.8M | ||
| Q3 25 | $56.8M | $-92.7M | ||
| Q2 25 | $19.6M | $-110.7M | ||
| Q1 25 | $34.8M | $-167.8M | ||
| Q4 24 | $86.4M | $-79.5M | ||
| Q3 24 | $32.2M | $-68.6M | ||
| Q2 24 | $6.5M | $-79.0M |
自由现金流率OBKRARE
| Q1 26 | — | — | ||
| Q4 25 | 146.0% | -48.6% | ||
| Q3 25 | 51.7% | -58.0% | ||
| Q2 25 | 23.5% | -66.5% | ||
| Q1 25 | 37.0% | -120.5% | ||
| Q4 24 | 110.3% | -48.3% | ||
| Q3 24 | 35.5% | -49.2% | ||
| Q2 24 | 6.8% | -53.7% |
资本支出强度OBKRARE
| Q1 26 | — | — | ||
| Q4 25 | 7.6% | 0.5% | ||
| Q3 25 | 2.3% | 0.8% | ||
| Q2 25 | 1.2% | 1.5% | ||
| Q1 25 | 0.8% | 1.0% | ||
| Q4 24 | 28.1% | 0.1% | ||
| Q3 24 | 8.1% | 1.2% | ||
| Q2 24 | 5.6% | 1.4% |
现金转化率OBKRARE
| Q1 26 | — | — | ||
| Q4 25 | 5.38× | — | ||
| Q3 25 | 6.88× | — | ||
| Q2 25 | 1.41× | — | ||
| Q1 25 | 1.59× | — | ||
| Q4 24 | 7.60× | — | ||
| Q3 24 | 2.13× | — | ||
| Q2 24 | 0.57× | — |
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
OBK
| Net Interest Income | $87.2M | 84% |
| Noninterest Income | $16.8M | 16% |
RARE
| Royalty | $105.6M | 51% |
| Products | $101.7M | 49% |
