vs
PUMA BIOTECHNOLOGY, INC.(PBYI)与Smart Sand, Inc.(SND)财务数据对比。点击上方公司名可切换其他公司
Smart Sand, Inc.的季度营收约是PUMA BIOTECHNOLOGY, INC.的1.1倍($86.0M vs $75.5M),PUMA BIOTECHNOLOGY, INC.同比增速更快(27.7% vs -5.8%),Smart Sand, Inc.自由现金流更多($20.4M vs $14.4M),过去两年PUMA BIOTECHNOLOGY, INC.的营收复合增速更高(31.3% vs 1.8%)
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。
Sand 9是一家总部位于马萨诸塞州剑桥市的无晶圆厂微机电系统(MEMS)企业,该公司开发压电式MEMS谐振器,可替代石英计时器件,应用于智能手机、低功耗无线设备以及通信基础设施设备等领域。
PBYI vs SND — 直观对比
营收规模更大
SND
是对方的1.1倍
$75.5M
营收增速更快
PBYI
高出33.5%
-5.8%
自由现金流更多
SND
多$6.0M
$14.4M
两年增速更快
PBYI
近两年复合增速
1.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $75.5M | $86.0M |
| 净利润 | — | $1.2M |
| 毛利率 | 69.3% | 13.0% |
| 营业利润率 | 22.7% | -3.1% |
| 净利率 | — | 1.4% |
| 营收同比 | 27.7% | -5.8% |
| 净利润同比 | — | -68.5% |
| 每股收益(稀释后) | $0.26 | $0.03 |
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
PBYI
SND
| Q4 25 | $75.5M | $86.0M | ||
| Q3 25 | $54.5M | $92.8M | ||
| Q2 25 | $52.4M | $85.8M | ||
| Q1 25 | $46.0M | $65.6M | ||
| Q4 24 | $59.1M | $91.4M | ||
| Q3 24 | $80.5M | $63.2M | ||
| Q2 24 | $47.1M | $73.8M | ||
| Q1 24 | $43.8M | $83.1M |
净利润
PBYI
SND
| Q4 25 | — | $1.2M | ||
| Q3 25 | $8.8M | $3.0M | ||
| Q2 25 | $5.9M | $21.4M | ||
| Q1 25 | $3.0M | $-24.2M | ||
| Q4 24 | — | $3.7M | ||
| Q3 24 | $20.3M | $-98.0K | ||
| Q2 24 | $-4.5M | $-430.0K | ||
| Q1 24 | $-4.8M | $-216.0K |
毛利率
PBYI
SND
| Q4 25 | 69.3% | 13.0% | ||
| Q3 25 | 77.7% | 16.1% | ||
| Q2 25 | 76.5% | 10.4% | ||
| Q1 25 | 77.1% | 4.2% | ||
| Q4 24 | 76.4% | 14.7% | ||
| Q3 24 | 63.9% | 10.3% | ||
| Q2 24 | 77.4% | 17.7% | ||
| Q1 24 | 75.5% | 14.2% |
营业利润率
PBYI
SND
| Q4 25 | 22.7% | -3.1% | ||
| Q3 25 | 17.6% | 5.8% | ||
| Q2 25 | 12.7% | -0.1% | ||
| Q1 25 | 8.7% | -10.8% | ||
| Q4 24 | 22.6% | 3.9% | ||
| Q3 24 | 27.4% | -7.8% | ||
| Q2 24 | -4.6% | 4.8% | ||
| Q1 24 | -5.3% | 0.9% |
净利率
PBYI
SND
| Q4 25 | — | 1.4% | ||
| Q3 25 | 16.2% | 3.2% | ||
| Q2 25 | 11.2% | 24.9% | ||
| Q1 25 | 6.5% | -37.0% | ||
| Q4 24 | — | 4.1% | ||
| Q3 24 | 25.2% | -0.2% | ||
| Q2 24 | -9.6% | -0.6% | ||
| Q1 24 | -11.0% | -0.3% |
每股收益(稀释后)
PBYI
SND
| Q4 25 | $0.26 | $0.03 | ||
| Q3 25 | $0.17 | $0.08 | ||
| Q2 25 | $0.12 | $0.54 | ||
| Q1 25 | $0.06 | $-0.62 | ||
| Q4 24 | $0.40 | $0.10 | ||
| Q3 24 | $0.41 | $0.00 | ||
| Q2 24 | $-0.09 | $-0.01 | ||
| Q1 24 | $-0.10 | $-0.01 |
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 | $22.6M |
| 总债务越低越好 | $22.7M | $15.0M |
| 股东权益账面价值 | $130.3M | $239.7M |
| 总资产 | $216.3M | $340.0M |
| 负债/权益比越低杠杆越低 | 0.17× | 0.06× |
8季度趋势,按日历期对齐
现金及短期投资
PBYI
SND
| Q4 25 | $97.5M | $22.6M | ||
| Q3 25 | $94.4M | $5.1M | ||
| Q2 25 | $96.0M | $4.3M | ||
| Q1 25 | $93.2M | $5.1M | ||
| Q4 24 | $101.0M | $1.6M | ||
| Q3 24 | $96.7M | $7.2M | ||
| Q2 24 | $96.8M | $6.3M | ||
| Q1 24 | $107.2M | $4.6M |
总债务
PBYI
SND
| Q4 25 | $22.7M | $15.0M | ||
| Q3 25 | $34.0M | $14.3M | ||
| Q2 25 | $45.3M | $23.5M | ||
| Q1 25 | $56.7M | $13.7M | ||
| Q4 24 | $68.0M | $14.7M | ||
| Q3 24 | $79.3M | $15.7M | ||
| Q2 24 | $90.7M | $17.1M | ||
| Q1 24 | $102.0M | $25.5M |
股东权益
PBYI
SND
| Q4 25 | $130.3M | $239.7M | ||
| Q3 25 | $115.3M | $239.9M | ||
| Q2 25 | $104.7M | $240.5M | ||
| Q1 25 | $97.1M | $219.9M | ||
| Q4 24 | $92.1M | $243.8M | ||
| Q3 24 | $71.1M | $243.6M | ||
| Q2 24 | $48.5M | $242.9M | ||
| Q1 24 | $51.0M | $242.5M |
总资产
PBYI
SND
| Q4 25 | $216.3M | $340.0M | ||
| Q3 25 | $202.9M | $343.1M | ||
| Q2 25 | $194.9M | $345.8M | ||
| Q1 25 | $196.2M | $326.9M | ||
| Q4 24 | $213.3M | $341.5M | ||
| Q3 24 | $220.7M | $335.8M | ||
| Q2 24 | $205.0M | $341.8M | ||
| Q1 24 | $214.1M | $349.3M |
负债/权益比
PBYI
SND
| Q4 25 | 0.17× | 0.06× | ||
| Q3 25 | 0.30× | 0.06× | ||
| Q2 25 | 0.43× | 0.10× | ||
| Q1 25 | 0.58× | 0.06× | ||
| Q4 24 | 0.74× | 0.06× | ||
| Q3 24 | 1.12× | 0.06× | ||
| Q2 24 | 1.87× | 0.07× | ||
| Q1 24 | 2.00× | 0.11× |
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 | $22.4M |
| 自由现金流经营现金流 - 资本支出 | $14.4M | $20.4M |
| 自由现金流率自由现金流/营收 | 19.1% | 23.7% |
| 资本支出强度资本支出/营收 | 0.0% | 2.3% |
| 现金转化率经营现金流/净利润 | — | 18.99× |
| 过去12个月自由现金流最近4个季度 | $41.7M | $32.5M |
8季度趋势,按日历期对齐
经营现金流
PBYI
SND
| Q4 25 | $14.4M | $22.4M | ||
| Q3 25 | $9.7M | $18.2M | ||
| Q2 25 | $14.1M | $-5.1M | ||
| Q1 25 | $3.6M | $8.7M | ||
| Q4 24 | $15.6M | $1.0M | ||
| Q3 24 | $11.0M | $5.8M | ||
| Q2 24 | $1.0M | $14.9M | ||
| Q1 24 | $11.2M | $-3.9M |
自由现金流
PBYI
SND
| Q4 25 | $14.4M | $20.4M | ||
| Q3 25 | $9.7M | $14.8M | ||
| Q2 25 | $14.1M | $-7.8M | ||
| Q1 25 | $3.6M | $5.2M | ||
| Q4 24 | $15.6M | $-840.0K | ||
| Q3 24 | $11.0M | $3.7M | ||
| Q2 24 | $1.0M | $13.5M | ||
| Q1 24 | — | $-5.5M |
自由现金流率
PBYI
SND
| Q4 25 | 19.1% | 23.7% | ||
| Q3 25 | 17.7% | 15.9% | ||
| Q2 25 | 26.8% | -9.1% | ||
| Q1 25 | 7.7% | 7.9% | ||
| Q4 24 | 26.4% | -0.9% | ||
| Q3 24 | 13.7% | 5.8% | ||
| Q2 24 | 2.1% | 18.3% | ||
| Q1 24 | — | -6.6% |
资本支出强度
PBYI
SND
| Q4 25 | 0.0% | 2.3% | ||
| Q3 25 | 0.0% | 3.6% | ||
| Q2 25 | 0.0% | 3.1% | ||
| Q1 25 | 0.1% | 5.4% | ||
| Q4 24 | 0.0% | 2.1% | ||
| Q3 24 | 0.0% | 3.4% | ||
| Q2 24 | 0.0% | 1.8% | ||
| Q1 24 | 0.0% | 2.0% |
现金转化率
PBYI
SND
| Q4 25 | — | 18.99× | ||
| Q3 25 | 1.10× | 6.05× | ||
| Q2 25 | 2.41× | -0.24× | ||
| Q1 25 | 1.21× | — | ||
| Q4 24 | — | 0.28× | ||
| 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
SND
| Sand | $85.1M | 99% |
| Smart Systems Segment | $980.0K | 1% |