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PUMA BIOTECHNOLOGY, INC.（PBYI）与Porch Group, Inc.（PRCH）财务数据对比。点击上方公司名可切换其他公司
Porch Group, Inc.的季度营收约是PUMA BIOTECHNOLOGY, INC.的1.6倍（$121.1M vs $75.5M），Porch Group, Inc.同比增速更快（100.0% vs 27.7%），过去两年PUMA BIOTECHNOLOGY, INC.的营收复合增速更高（31.3% vs 26.4%）
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。
Porch Group是一家面向屋主的家居改造服务平台，致力于连接屋主与当地的家居装修承包商。平台不仅提供超过160种家居装修项目的在线预约服务，还涵盖专业建议文章与装修成本指南，帮助屋主便捷规划各类家装工程。
PBYI vs PRCH — 直观对比
营收规模更大
PRCH
是对方的1.6倍
$75.5M
营收增速更快
PRCH
高出72.3%
27.7%
两年增速更快
PBYI
近两年复合增速
26.4%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $75.5M | $121.1M |
| 净利润 | — | $-4.7M |
| 毛利率 | 69.3% | 52.7% |
| 营业利润率 | 22.7% | 34.7% |
| 净利率 | — | -3.9% |
| 营收同比 | 27.7% | 100.0% |
| 净利润同比 | — | 2.0% |
| 每股收益（稀释后） | $0.26 | $-0.04 |
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PBYIPRCH
| Q1 26 | — | $121.1M | ||
| Q4 25 | $75.5M | $112.3M | ||
| Q3 25 | $54.5M | $115.1M | ||
| Q2 25 | $52.4M | $107.0M | ||
| Q1 25 | $46.0M | $84.5M | ||
| Q4 24 | $59.1M | $75.3M | ||
| Q3 24 | $80.5M | $77.7M | ||
| Q2 24 | $47.1M | $75.9M |
净利润PBYIPRCH
| Q1 26 | — | $-4.7M | ||
| Q4 25 | — | $-3.5M | ||
| Q3 25 | $8.8M | $-10.9M | ||
| Q2 25 | $5.9M | $2.6M | ||
| Q1 25 | $3.0M | $8.4M | ||
| Q4 24 | — | $30.5M | ||
| Q3 24 | $20.3M | $14.4M | ||
| Q2 24 | $-4.5M | $-64.3M |
毛利率PBYIPRCH
| Q1 26 | — | 52.7% | ||
| Q4 25 | 69.3% | 99.5% | ||
| Q3 25 | 77.7% | 75.6% | ||
| Q2 25 | 76.5% | 70.9% | ||
| Q1 25 | 77.1% | 77.4% | ||
| Q4 24 | 76.4% | — | ||
| Q3 24 | 63.9% | 79.4% | ||
| Q2 24 | 77.4% | 22.1% |
营业利润率PBYIPRCH
| Q1 26 | — | 34.7% | ||
| Q4 25 | 22.7% | 14.7% | ||
| Q3 25 | 17.6% | 14.2% | ||
| Q2 25 | 12.7% | 4.7% | ||
| Q1 25 | 8.7% | -1.5% | ||
| Q4 24 | 22.6% | 33.3% | ||
| Q3 24 | 27.4% | -3.2% | ||
| Q2 24 | -4.6% | -69.2% |
净利率PBYIPRCH
| Q1 26 | — | -3.9% | ||
| Q4 25 | — | -3.1% | ||
| Q3 25 | 16.2% | -9.4% | ||
| Q2 25 | 11.2% | 2.4% | ||
| Q1 25 | 6.5% | 9.9% | ||
| Q4 24 | — | 40.5% | ||
| Q3 24 | 25.2% | 18.5% | ||
| Q2 24 | -9.6% | -84.8% |
每股收益（稀释后）PBYIPRCH
| Q1 26 | — | $-0.04 | ||
| Q4 25 | $0.26 | $0.00 | ||
| Q3 25 | $0.17 | $-0.10 | ||
| Q2 25 | $0.12 | $0.00 | ||
| Q1 25 | $0.06 | $0.07 | ||
| Q4 24 | $0.40 | $0.34 | ||
| Q3 24 | $0.41 | $0.12 | ||
| Q2 24 | $-0.09 | $-0.65 |
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 | $68.4M |
| 总债务越低越好 | $22.7M | $391.3M |
| 股东权益账面价值 | $130.3M | $26.3M |
| 总资产 | $216.3M | $806.6M |
| 负债/权益比越低杠杆越低 | 0.17× | 14.87× |
8季度趋势，按日历期对齐
现金及短期投资PBYIPRCH
| Q1 26 | — | $68.4M | ||
| Q4 25 | $97.5M | $57.3M | ||
| Q3 25 | $94.4M | $85.0M | ||
| Q2 25 | $96.0M | $79.8M | ||
| Q1 25 | $93.2M | $70.4M | ||
| Q4 24 | $101.0M | $191.7M | ||
| Q3 24 | $96.7M | $238.6M | ||
| Q2 24 | $96.8M | $308.4M |
总债务PBYIPRCH
| Q1 26 | — | $391.3M | ||
| Q4 25 | $22.7M | $392.8M | ||
| Q3 25 | $34.0M | $387.1M | ||
| Q2 25 | $45.3M | $394.1M | ||
| Q1 25 | $56.7M | $409.2M | ||
| Q4 24 | $68.0M | $403.9M | ||
| Q3 24 | $79.3M | $399.0M | ||
| Q2 24 | $90.7M | $436.8M |
股东权益PBYIPRCH
| Q1 26 | — | $26.3M | ||
| Q4 25 | $130.3M | $-24.6M | ||
| Q3 25 | $115.3M | $-27.9M | ||
| Q2 25 | $104.7M | $-29.3M | ||
| Q1 25 | $97.1M | $-52.4M | ||
| Q4 24 | $92.1M | $-43.2M | ||
| Q3 24 | $71.1M | $-77.0M | ||
| Q2 24 | $48.5M | $-101.9M |
总资产PBYIPRCH
| Q1 26 | — | $806.6M | ||
| Q4 25 | $216.3M | $797.4M | ||
| Q3 25 | $202.9M | $787.7M | ||
| Q2 25 | $194.9M | $770.7M | ||
| Q1 25 | $196.2M | $802.3M | ||
| Q4 24 | $213.3M | $814.0M | ||
| Q3 24 | $220.7M | $867.3M | ||
| Q2 24 | $205.0M | $876.1M |
负债/权益比PBYIPRCH
| Q1 26 | — | 14.87× | ||
| 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× | — |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $14.4M | — |
| 自由现金流率自由现金流/营收 | 19.1% | — |
| 资本支出强度资本支出/营收 | 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PBYIPRCH
| Q1 26 | — | — | ||
| Q4 25 | $14.4M | $1.2M | ||
| Q3 25 | $9.7M | $40.8M | ||
| Q2 25 | $14.1M | $35.6M | ||
| Q1 25 | $3.6M | $-11.2M | ||
| Q4 24 | $15.6M | $-26.6M | ||
| Q3 24 | $11.0M | $12.4M | ||
| Q2 24 | $1.0M | $-26.0M |
自由现金流PBYIPRCH
| Q1 26 | — | — | ||
| Q4 25 | $14.4M | $1.1M | ||
| Q3 25 | $9.7M | $40.7M | ||
| Q2 25 | $14.1M | $35.4M | ||
| Q1 25 | $3.6M | $-11.2M | ||
| Q4 24 | $15.6M | $-26.8M | ||
| Q3 24 | $11.0M | $12.2M | ||
| Q2 24 | $1.0M | $-26.0M |
自由现金流率PBYIPRCH
| Q1 26 | — | — | ||
| Q4 25 | 19.1% | 1.0% | ||
| Q3 25 | 17.7% | 35.4% | ||
| Q2 25 | 26.8% | 33.0% | ||
| Q1 25 | 7.7% | -13.3% | ||
| Q4 24 | 26.4% | -35.6% | ||
| Q3 24 | 13.7% | 15.7% | ||
| Q2 24 | 2.1% | -34.3% |
资本支出强度PBYIPRCH
| Q1 26 | — | — | ||
| Q4 25 | 0.0% | 0.1% | ||
| Q3 25 | 0.0% | 0.1% | ||
| Q2 25 | 0.0% | 0.2% | ||
| Q1 25 | 0.1% | 0.1% | ||
| Q4 24 | 0.0% | 0.3% | ||
| Q3 24 | 0.0% | 0.3% | ||
| Q2 24 | 0.0% | 0.1% |
现金转化率PBYIPRCH
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 1.10× | — | ||
| Q2 25 | 2.41× | 13.79× | ||
| Q1 25 | 1.21× | -1.33× | ||
| Q4 24 | — | -0.87× | ||
| Q3 24 | 0.54× | 0.86× | ||
| Q2 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
