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Offerpad Solutions Inc.（OPAD）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
Offerpad Solutions Inc.的季度营收约是PUMA BIOTECHNOLOGY, INC.的1.5倍（$114.1M vs $75.5M），PUMA BIOTECHNOLOGY, INC.同比增速更快（27.7% vs -34.5%），Offerpad Solutions Inc.自由现金流更多（$65.7M vs $14.4M），过去两年PUMA BIOTECHNOLOGY, INC.的营收复合增速更高（31.3% vs -36.8%）
Offerpad Solutions Inc是美国知名房地产科技企业，专注于简化住宅房产交易流程，采用iBuyer模式直接向卖家收购房屋，完成翻新后挂牌出售，同时提供按揭、产权服务、灵活搬迁方案等配套服务，业务覆盖美国数十个州。
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。
OPAD vs PBYI — 直观对比
营收规模更大
OPAD
是对方的1.5倍
$75.5M
营收增速更快
PBYI
高出62.2%
-34.5%
自由现金流更多
OPAD
多$51.3M
$14.4M
两年增速更快
PBYI
近两年复合增速
-36.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $114.1M | $75.5M |
| 净利润 | — | — |
| 毛利率 | 7.0% | 69.3% |
| 营业利润率 | — | 22.7% |
| 净利率 | — | — |
| 营收同比 | -34.5% | 27.7% |
| 净利润同比 | 49.1% | — |
| 每股收益（稀释后） | — | $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OPADPBYI
| Q4 25 | $114.1M | $75.5M | ||
| Q3 25 | $132.7M | $54.5M | ||
| Q2 25 | $160.3M | $52.4M | ||
| Q1 25 | $160.7M | $46.0M | ||
| Q4 24 | $174.3M | $59.1M | ||
| Q3 24 | $208.1M | $80.5M | ||
| Q2 24 | $251.1M | $47.1M | ||
| Q1 24 | $285.4M | $43.8M |
净利润OPADPBYI
| Q4 25 | — | — | ||
| Q3 25 | $-11.6M | $8.8M | ||
| Q2 25 | $-10.9M | $5.9M | ||
| Q1 25 | $-15.1M | $3.0M | ||
| Q4 24 | $-17.3M | — | ||
| Q3 24 | $-13.5M | $20.3M | ||
| Q2 24 | $-13.8M | $-4.5M | ||
| Q1 24 | $-17.5M | $-4.8M |
毛利率OPADPBYI
| Q4 25 | 7.0% | 69.3% | ||
| Q3 25 | 7.0% | 77.7% | ||
| Q2 25 | 8.9% | 76.5% | ||
| Q1 25 | 6.5% | 77.1% | ||
| Q4 24 | 6.1% | 76.4% | ||
| Q3 24 | 8.2% | 63.9% | ||
| Q2 24 | 8.7% | 77.4% | ||
| Q1 24 | 7.9% | 75.5% |
营业利润率OPADPBYI
| Q4 25 | — | 22.7% | ||
| Q3 25 | -5.1% | 17.6% | ||
| Q2 25 | -4.9% | 12.7% | ||
| Q1 25 | -7.2% | 8.7% | ||
| Q4 24 | -7.8% | 22.6% | ||
| Q3 24 | -4.3% | 27.4% | ||
| Q2 24 | -3.9% | -4.6% | ||
| Q1 24 | -4.8% | -5.3% |
净利率OPADPBYI
| Q4 25 | — | — | ||
| Q3 25 | -8.7% | 16.2% | ||
| Q2 25 | -6.8% | 11.2% | ||
| Q1 25 | -9.4% | 6.5% | ||
| Q4 24 | -9.9% | — | ||
| Q3 24 | -6.5% | 25.2% | ||
| Q2 24 | -5.5% | -9.6% | ||
| Q1 24 | -6.1% | -11.0% |
每股收益（稀释后）OPADPBYI
| Q4 25 | — | $0.26 | ||
| Q3 25 | $-0.37 | $0.17 | ||
| Q2 25 | $-0.39 | $0.12 | ||
| Q1 25 | $-0.55 | $0.06 | ||
| Q4 24 | $-0.64 | $0.40 | ||
| Q3 24 | $-0.49 | $0.41 | ||
| Q2 24 | $-0.50 | $-0.09 | ||
| Q1 24 | $-0.64 | $-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 | $26.5M | $97.5M |
| 总债务越低越好 | — | $22.7M |
| 股东权益账面价值 | $38.2M | $130.3M |
| 总资产 | $154.8M | $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OPADPBYI
| Q4 25 | $26.5M | $97.5M | ||
| Q3 25 | $31.0M | $94.4M | ||
| Q2 25 | $22.6M | $96.0M | ||
| Q1 25 | $30.8M | $93.2M | ||
| Q4 24 | $43.0M | $101.0M | ||
| Q3 24 | $48.5M | $96.7M | ||
| Q2 24 | $56.9M | $96.8M | ||
| Q1 24 | $68.5M | $107.2M |
总债务OPADPBYI
| 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OPADPBYI
| Q4 25 | $38.2M | $130.3M | ||
| Q3 25 | $39.9M | $115.3M | ||
| Q2 25 | $24.5M | $104.7M | ||
| Q1 25 | $34.2M | $97.1M | ||
| Q4 24 | $47.7M | $92.1M | ||
| Q3 24 | $64.7M | $71.1M | ||
| Q2 24 | $77.6M | $48.5M | ||
| Q1 24 | $88.1M | $51.0M |
总资产OPADPBYI
| Q4 25 | $154.8M | $216.3M | ||
| Q3 25 | $223.5M | $202.9M | ||
| Q2 25 | $268.0M | $194.9M | ||
| Q1 25 | $274.5M | $196.2M | ||
| Q4 24 | $313.1M | $213.3M | ||
| Q3 24 | $338.5M | $220.7M | ||
| Q2 24 | $406.6M | $205.0M | ||
| Q1 24 | $369.7M | $214.1M |
负债/权益比OPADPBYI
| 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 | $66.8M | $14.4M |
| 自由现金流经营现金流 - 资本支出 | $65.7M | $14.4M |
| 自由现金流率自由现金流/营收 | 57.6% | 19.1% |
| 资本支出强度资本支出/营收 | 0.9% | 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 | — | $41.7M |
8季度趋势，按日历期对齐
经营现金流OPADPBYI
| Q4 25 | $66.8M | $14.4M | ||
| Q3 25 | $40.0M | $9.7M | ||
| Q2 25 | $-13.5M | $14.1M | ||
| Q1 25 | $-10.2M | $3.6M | ||
| Q4 24 | $20.8M | $15.6M | ||
| Q3 24 | $39.6M | $11.0M | ||
| Q2 24 | $-54.4M | $1.0M | ||
| Q1 24 | $2.4M | $11.2M |
自由现金流OPADPBYI
| Q4 25 | $65.7M | $14.4M | ||
| Q3 25 | — | $9.7M | ||
| Q2 25 | $-13.6M | $14.1M | ||
| Q1 25 | $-11.2M | $3.6M | ||
| Q4 24 | $15.4M | $15.6M | ||
| Q3 24 | $38.7M | $11.0M | ||
| Q2 24 | $-54.4M | $1.0M | ||
| Q1 24 | $2.0M | — |
自由现金流率OPADPBYI
| Q4 25 | 57.6% | 19.1% | ||
| Q3 25 | — | 17.7% | ||
| Q2 25 | -8.5% | 26.8% | ||
| Q1 25 | -7.0% | 7.7% | ||
| Q4 24 | 8.9% | 26.4% | ||
| Q3 24 | 18.6% | 13.7% | ||
| Q2 24 | -21.7% | 2.1% | ||
| Q1 24 | 0.7% | — |
资本支出强度OPADPBYI
| Q4 25 | 0.9% | 0.0% | ||
| Q3 25 | 0.0% | 0.0% | ||
| Q2 25 | 0.1% | 0.0% | ||
| Q1 25 | 0.6% | 0.1% | ||
| Q4 24 | 3.1% | 0.0% | ||
| Q3 24 | 0.4% | 0.0% | ||
| Q2 24 | 0.0% | 0.0% | ||
| Q1 24 | 0.1% | 0.0% |
现金转化率OPADPBYI
| 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
