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Offerpad Solutions Inc.（OPAD）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Offerpad Solutions Inc.的1.8倍（$207.3M vs $114.1M），Ultragenyx Pharmaceutical Inc.同比增速更快（25.9% vs -34.5%），Offerpad Solutions Inc.自由现金流更多（$65.7M vs $-100.8M），过去两年Ultragenyx Pharmaceutical Inc.的营收复合增速更高（38.0% 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。
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。
OPAD vs RARE — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $114.1M | $207.3M |
| 净利润 | — | $-128.6M |
| 毛利率 | 7.0% | — |
| 营业利润率 | — | -54.7% |
| 净利率 | — | -62.0% |
| 营收同比 | -34.5% | 25.9% |
| 净利润同比 | 49.1% | 3.5% |
| 每股收益（稀释后） | — | $-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
| Q4 25 | $114.1M | $207.3M | ||
| Q3 25 | $132.7M | $159.9M | ||
| Q2 25 | $160.3M | $166.5M | ||
| Q1 25 | $160.7M | $139.3M | ||
| Q4 24 | $174.3M | $164.6M | ||
| Q3 24 | $208.1M | $139.5M | ||
| Q2 24 | $251.1M | $147.0M | ||
| Q1 24 | $285.4M | $108.8M |
| Q4 25 | — | $-128.6M | ||
| Q3 25 | $-11.6M | $-180.4M | ||
| Q2 25 | $-10.9M | $-115.0M | ||
| Q1 25 | $-15.1M | $-151.1M | ||
| Q4 24 | $-17.3M | $-133.2M | ||
| Q3 24 | $-13.5M | $-133.5M | ||
| Q2 24 | $-13.8M | $-131.6M | ||
| Q1 24 | $-17.5M | $-170.7M |
| Q4 25 | 7.0% | — | ||
| Q3 25 | 7.0% | — | ||
| Q2 25 | 8.9% | — | ||
| Q1 25 | 6.5% | — | ||
| Q4 24 | 6.1% | — | ||
| Q3 24 | 8.2% | — | ||
| Q2 24 | 8.7% | — | ||
| Q1 24 | 7.9% | — |
| Q4 25 | — | -54.7% | ||
| Q3 25 | -5.1% | -106.9% | ||
| Q2 25 | -4.9% | -64.8% | ||
| Q1 25 | -7.2% | -102.6% | ||
| Q4 24 | -7.8% | -74.3% | ||
| Q3 24 | -4.3% | -94.6% | ||
| Q2 24 | -3.9% | -79.1% | ||
| Q1 24 | -4.8% | -151.9% |
| Q4 25 | — | -62.0% | ||
| Q3 25 | -8.7% | -112.8% | ||
| Q2 25 | -6.8% | -69.0% | ||
| Q1 25 | -9.4% | -108.5% | ||
| Q4 24 | -9.9% | -80.9% | ||
| Q3 24 | -6.5% | -95.7% | ||
| Q2 24 | -5.5% | -89.5% | ||
| Q1 24 | -6.1% | -156.8% |
| Q4 25 | — | $-1.28 | ||
| Q3 25 | $-0.37 | $-1.81 | ||
| Q2 25 | $-0.39 | $-1.17 | ||
| Q1 25 | $-0.55 | $-1.57 | ||
| Q4 24 | $-0.64 | $-1.34 | ||
| Q3 24 | $-0.49 | $-1.40 | ||
| Q2 24 | $-0.50 | $-1.52 | ||
| Q1 24 | $-0.64 | $-2.03 |
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 | $421.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $38.2M | $-80.0M |
| 总资产 | $154.8M | $1.5B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q4 25 | $26.5M | $421.0M | ||
| Q3 25 | $31.0M | $202.5M | ||
| Q2 25 | $22.6M | $176.3M | ||
| Q1 25 | $30.8M | $127.1M | ||
| Q4 24 | $43.0M | $174.0M | ||
| Q3 24 | $48.5M | $150.6M | ||
| Q2 24 | $56.9M | $480.7M | ||
| Q1 24 | $68.5M | $112.3M |
| Q4 25 | $38.2M | $-80.0M | ||
| Q3 25 | $39.9M | $9.2M | ||
| Q2 25 | $24.5M | $151.3M | ||
| Q1 25 | $34.2M | $144.2M | ||
| Q4 24 | $47.7M | $255.0M | ||
| Q3 24 | $64.7M | $346.8M | ||
| Q2 24 | $77.6M | $432.4M | ||
| Q1 24 | $88.1M | $140.3M |
| Q4 25 | $154.8M | $1.5B | ||
| Q3 25 | $223.5M | $1.2B | ||
| Q2 25 | $268.0M | $1.3B | ||
| Q1 25 | $274.5M | $1.3B | ||
| Q4 24 | $313.1M | $1.5B | ||
| Q3 24 | $338.5M | $1.5B | ||
| Q2 24 | $406.6M | $1.6B | ||
| Q1 24 | $369.7M | $1.3B |
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 | $-99.8M |
| 自由现金流经营现金流 - 资本支出 | $65.7M | $-100.8M |
| 自由现金流率自由现金流/营收 | 57.6% | -48.6% |
| 资本支出强度资本支出/营收 | 0.9% | 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
| Q4 25 | $66.8M | $-99.8M | ||
| Q3 25 | $40.0M | $-91.4M | ||
| Q2 25 | $-13.5M | $-108.3M | ||
| Q1 25 | $-10.2M | $-166.5M | ||
| Q4 24 | $20.8M | $-79.3M | ||
| Q3 24 | $39.6M | $-67.0M | ||
| Q2 24 | $-54.4M | $-77.0M | ||
| Q1 24 | $2.4M | $-190.7M |
| Q4 25 | $65.7M | $-100.8M | ||
| Q3 25 | — | $-92.7M | ||
| Q2 25 | $-13.6M | $-110.7M | ||
| Q1 25 | $-11.2M | $-167.8M | ||
| Q4 24 | $15.4M | $-79.5M | ||
| Q3 24 | $38.7M | $-68.6M | ||
| Q2 24 | $-54.4M | $-79.0M | ||
| Q1 24 | $2.0M | $-193.9M |
| Q4 25 | 57.6% | -48.6% | ||
| Q3 25 | — | -58.0% | ||
| Q2 25 | -8.5% | -66.5% | ||
| Q1 25 | -7.0% | -120.5% | ||
| Q4 24 | 8.9% | -48.3% | ||
| Q3 24 | 18.6% | -49.2% | ||
| Q2 24 | -21.7% | -53.7% | ||
| Q1 24 | 0.7% | -178.2% |
| Q4 25 | 0.9% | 0.5% | ||
| Q3 25 | 0.0% | 0.8% | ||
| Q2 25 | 0.1% | 1.5% | ||
| Q1 25 | 0.6% | 1.0% | ||
| Q4 24 | 3.1% | 0.1% | ||
| Q3 24 | 0.4% | 1.2% | ||
| Q2 24 | 0.0% | 1.4% | ||
| Q1 24 | 0.1% | 3.0% |
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
OPAD
暂无分部数据
RARE
| Royalty | $105.6M | 51% |
| Products | $101.7M | 49% |
