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PUMA BIOTECHNOLOGY, INC.（PBYI）与PagerDuty, Inc.（PD）财务数据对比。点击上方公司名可切换其他公司
PagerDuty, Inc.的季度营收约是PUMA BIOTECHNOLOGY, INC.的1.7倍（$124.5M vs $75.5M），PUMA BIOTECHNOLOGY, INC.同比增速更快（27.7% vs 4.7%），PagerDuty, Inc.自由现金流更多（$24.1M vs $14.4M），过去两年PUMA BIOTECHNOLOGY, INC.的营收复合增速更高（31.3% vs 5.9%）
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。
PagerDuty是一家美国云计算企业，主打面向IT运维部门的SaaS事件管理平台，可帮助企业实时响应运维异常、快速定位并处理故障，保障业务系统稳定运行，目前已成为全球IT运维领域广受认可的数字化解决方案服务商。
PBYI vs PD — 直观对比
营收规模更大
PD
是对方的1.7倍
$75.5M
营收增速更快
PBYI
高出23.0%
4.7%
自由现金流更多
PD
多$9.7M
$14.4M
两年增速更快
PBYI
近两年复合增速
5.9%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $75.5M | $124.5M |
| 净利润 | — | $161.6M |
| 毛利率 | 69.3% | 85.3% |
| 营业利润率 | 22.7% | 6.5% |
| 净利率 | — | 129.7% |
| 营收同比 | 27.7% | 4.7% |
| 净利润同比 | — | 2827.7% |
| 每股收益（稀释后） | $0.26 | $1.69 |
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PBYIPD
| Q4 25 | $75.5M | $124.5M | ||
| Q3 25 | $54.5M | $123.4M | ||
| Q2 25 | $52.4M | $119.8M | ||
| Q1 25 | $46.0M | $121.4M | ||
| Q4 24 | $59.1M | $118.9M | ||
| Q3 24 | $80.5M | $115.9M | ||
| Q2 24 | $47.1M | $111.2M | ||
| Q1 24 | $43.8M | $111.1M |
净利润PBYIPD
| Q4 25 | — | $161.6M | ||
| Q3 25 | $8.8M | $9.6M | ||
| Q2 25 | $5.9M | $-7.2M | ||
| Q1 25 | $3.0M | $-8.8M | ||
| Q4 24 | — | $-5.9M | ||
| Q3 24 | $20.3M | $-10.9M | ||
| Q2 24 | $-4.5M | $-17.1M | ||
| Q1 24 | $-4.8M | $-28.2M |
毛利率PBYIPD
| Q4 25 | 69.3% | 85.3% | ||
| Q3 25 | 77.7% | 84.6% | ||
| Q2 25 | 76.5% | 84.0% | ||
| Q1 25 | 77.1% | 83.6% | ||
| Q4 24 | 76.4% | 83.0% | ||
| Q3 24 | 63.9% | 82.7% | ||
| Q2 24 | 77.4% | 82.6% | ||
| Q1 24 | 75.5% | 81.7% |
营业利润率PBYIPD
| Q4 25 | 22.7% | 6.5% | ||
| Q3 25 | 17.6% | 2.9% | ||
| Q2 25 | 12.7% | -8.6% | ||
| Q1 25 | 8.7% | -9.6% | ||
| Q4 24 | 22.6% | -8.7% | ||
| Q3 24 | 27.4% | -13.8% | ||
| Q2 24 | -4.6% | -19.5% | ||
| Q1 24 | -5.3% | -30.1% |
净利率PBYIPD
| Q4 25 | — | 129.7% | ||
| Q3 25 | 16.2% | 7.8% | ||
| Q2 25 | 11.2% | -6.0% | ||
| Q1 25 | 6.5% | -7.2% | ||
| Q4 24 | — | -5.0% | ||
| Q3 24 | 25.2% | -9.4% | ||
| Q2 24 | -9.6% | -15.4% | ||
| Q1 24 | -11.0% | -25.3% |
每股收益（稀释后）PBYIPD
| Q4 25 | $0.26 | $1.69 | ||
| Q3 25 | $0.17 | $0.10 | ||
| Q2 25 | $0.12 | $-0.07 | ||
| Q1 25 | $0.06 | $-0.12 | ||
| Q4 24 | $0.40 | $-0.07 | ||
| Q3 24 | $0.41 | $-0.14 | ||
| Q2 24 | $-0.09 | $-0.26 | ||
| Q1 24 | $-0.10 | $-0.34 |
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 | $97.5M | $547.8M |
| 总债务越低越好 | $22.7M | — |
| 股东权益账面价值 | $130.3M | $320.5M |
| 总资产 | $216.3M | $1.0B |
| 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PBYIPD
| Q4 25 | $97.5M | $547.8M | ||
| Q3 25 | $94.4M | $567.9M | ||
| Q2 25 | $96.0M | $597.1M | ||
| Q1 25 | $93.2M | $570.8M | ||
| Q4 24 | $101.0M | $542.2M | ||
| Q3 24 | $96.7M | $599.3M | ||
| Q2 24 | $96.8M | $592.8M | ||
| Q1 24 | $107.2M | $571.2M |
总债务PBYIPD
| Q4 25 | $22.7M | — | ||
| Q3 25 | $34.0M | — | ||
| Q2 25 | $45.3M | — | ||
| Q1 25 | $56.7M | $484.5M | ||
| Q4 24 | $68.0M | — | ||
| Q3 24 | $79.3M | — | ||
| Q2 24 | $90.7M | — | ||
| Q1 24 | $102.0M | $489.5M |
股东权益PBYIPD
| Q4 25 | $130.3M | $320.5M | ||
| Q3 25 | $115.3M | $180.7M | ||
| Q2 25 | $104.7M | $145.7M | ||
| Q1 25 | $97.1M | $129.8M | ||
| Q4 24 | $92.1M | $111.6M | ||
| Q3 24 | $71.1M | $164.7M | ||
| Q2 24 | $48.5M | $174.0M | ||
| Q1 24 | $51.0M | $171.6M |
总资产PBYIPD
| Q4 25 | $216.3M | $1.0B | ||
| Q3 25 | $202.9M | $891.5M | ||
| Q2 25 | $194.9M | $926.8M | ||
| Q1 25 | $196.2M | $927.3M | ||
| Q4 24 | $213.3M | $866.8M | ||
| Q3 24 | $220.7M | $916.0M | ||
| Q2 24 | $205.0M | $924.0M | ||
| Q1 24 | $214.1M | $925.3M |
负债/权益比PBYIPD
| Q4 25 | 0.17× | — | ||
| Q3 25 | 0.30× | — | ||
| Q2 25 | 0.43× | — | ||
| Q1 25 | 0.58× | 3.73× | ||
| Q4 24 | 0.74× | — | ||
| Q3 24 | 1.12× | — | ||
| Q2 24 | 1.87× | — | ||
| Q1 24 | 2.00× | 2.85× |
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 | $14.4M | $24.8M |
| 自由现金流经营现金流 - 资本支出 | $14.4M | $24.1M |
| 自由现金流率自由现金流/营收 | 19.1% | 19.3% |
| 资本支出强度资本支出/营收 | 0.0% | 0.6% |
| 现金转化率经营现金流/净利润 | — | 0.15× |
| 过去12个月自由现金流最近4个季度 | $41.7M | $117.6M |
8季度趋势，按日历期对齐
经营现金流PBYIPD
| Q4 25 | $14.4M | $24.8M | ||
| Q3 25 | $9.7M | $34.0M | ||
| Q2 25 | $14.1M | $30.7M | ||
| Q1 25 | $3.6M | $31.4M | ||
| Q4 24 | $15.6M | $22.1M | ||
| Q3 24 | $11.0M | $35.8M | ||
| Q2 24 | $1.0M | $28.6M | ||
| Q1 24 | $11.2M | $22.2M |
自由现金流PBYIPD
| Q4 25 | $14.4M | $24.1M | ||
| Q3 25 | $9.7M | $33.1M | ||
| Q2 25 | $14.1M | $30.2M | ||
| Q1 25 | $3.6M | $30.3M | ||
| Q4 24 | $15.6M | $21.5M | ||
| Q3 24 | $11.0M | $35.1M | ||
| Q2 24 | $1.0M | $28.2M | ||
| Q1 24 | — | $21.2M |
自由现金流率PBYIPD
| Q4 25 | 19.1% | 19.3% | ||
| Q3 25 | 17.7% | 26.8% | ||
| Q2 25 | 26.8% | 25.2% | ||
| Q1 25 | 7.7% | 24.9% | ||
| Q4 24 | 26.4% | 18.1% | ||
| Q3 24 | 13.7% | 30.3% | ||
| Q2 24 | 2.1% | 25.4% | ||
| Q1 24 | — | 19.1% |
资本支出强度PBYIPD
| Q4 25 | 0.0% | 0.6% | ||
| Q3 25 | 0.0% | 0.7% | ||
| Q2 25 | 0.0% | 0.4% | ||
| Q1 25 | 0.1% | 0.9% | ||
| Q4 24 | 0.0% | 0.5% | ||
| Q3 24 | 0.0% | 0.5% | ||
| Q2 24 | 0.0% | 0.4% | ||
| Q1 24 | 0.0% | 0.9% |
现金转化率PBYIPD
| Q4 25 | — | 0.15× | ||
| Q3 25 | 1.10× | 3.55× | ||
| 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
PBYI
暂无分部数据
PD
| US | $88.8M | 71% |
| Non Us | $35.7M | 29% |
