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PUMA BIOTECHNOLOGY, INC.（PBYI）与United Homes Group, Inc.（UHG）财务数据对比。点击上方公司名可切换其他公司
United Homes Group, Inc.的季度营收约是PUMA BIOTECHNOLOGY, INC.的1.6倍（$123.4M vs $75.5M），PUMA BIOTECHNOLOGY, INC.同比增速更快（27.7% vs -8.5%），PUMA BIOTECHNOLOGY, INC.自由现金流更多（$14.4M vs $616.0K），过去两年PUMA BIOTECHNOLOGY, INC.的营收复合增速更高（31.3% vs 10.6%）
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。
优居 Homes集团是一家在纽约证券交易所上市的企业，总部位于得克萨斯州达拉斯的林肯中心大厦。截至2024年7月，该公司在全美16个市场拥有约8.4万套独栋租赁住宅，是美国规模最大的独栋租赁住宅所有者，17%的租赁收入来自加利福尼亚州。
PBYI vs UHG — 直观对比
营收规模更大
UHG
是对方的1.6倍
$75.5M
营收增速更快
PBYI
高出36.2%
-8.5%
自由现金流更多
PBYI
多$13.8M
$616.0K
两年增速更快
PBYI
近两年复合增速
10.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $75.5M | $123.4M |
| 净利润 | — | $3.2M |
| 毛利率 | 69.3% | 17.5% |
| 营业利润率 | 22.7% | 1.3% |
| 净利率 | — | 2.6% |
| 营收同比 | 27.7% | -8.5% |
| 净利润同比 | — | 380.4% |
| 每股收益（稀释后） | $0.26 | $0.05 |
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PBYIUHG
| Q4 25 | $75.5M | $123.4M | ||
| Q3 25 | $54.5M | $90.8M | ||
| Q2 25 | $52.4M | $105.5M | ||
| Q1 25 | $46.0M | $87.0M | ||
| Q4 24 | $59.1M | $134.8M | ||
| Q3 24 | $80.5M | $118.6M | ||
| Q2 24 | $47.1M | $109.4M | ||
| Q1 24 | $43.8M | $100.8M |
净利润PBYIUHG
| Q4 25 | — | $3.2M | ||
| Q3 25 | $8.8M | $-31.3M | ||
| Q2 25 | $5.9M | $-6.3M | ||
| Q1 25 | $3.0M | $18.2M | ||
| Q4 24 | — | $667.0K | ||
| Q3 24 | $20.3M | $-7.3M | ||
| Q2 24 | $-4.5M | $28.6M | ||
| Q1 24 | $-4.8M | $24.9M |
毛利率PBYIUHG
| Q4 25 | 69.3% | 17.5% | ||
| Q3 25 | 77.7% | 17.7% | ||
| Q2 25 | 76.5% | 18.9% | ||
| Q1 25 | 77.1% | 16.2% | ||
| Q4 24 | 76.4% | 16.2% | ||
| Q3 24 | 63.9% | 18.9% | ||
| Q2 24 | 77.4% | 17.9% | ||
| Q1 24 | 75.5% | 16.0% |
营业利润率PBYIUHG
| Q4 25 | 22.7% | 1.3% | ||
| Q3 25 | 17.6% | -1.7% | ||
| Q2 25 | 12.7% | 1.8% | ||
| Q1 25 | 8.7% | -2.3% | ||
| Q4 24 | 22.6% | 1.8% | ||
| Q3 24 | 27.4% | 3.1% | ||
| Q2 24 | -4.6% | -0.0% | ||
| Q1 24 | -5.3% | -1.0% |
净利率PBYIUHG
| Q4 25 | — | 2.6% | ||
| Q3 25 | 16.2% | -34.5% | ||
| Q2 25 | 11.2% | -6.0% | ||
| Q1 25 | 6.5% | 20.9% | ||
| Q4 24 | — | 0.5% | ||
| Q3 24 | 25.2% | -6.2% | ||
| Q2 24 | -9.6% | 26.2% | ||
| Q1 24 | -11.0% | 24.7% |
每股收益（稀释后）PBYIUHG
| Q4 25 | $0.26 | $0.05 | ||
| Q3 25 | $0.17 | $-0.53 | ||
| Q2 25 | $0.12 | $-0.11 | ||
| Q1 25 | $0.06 | $0.31 | ||
| Q4 24 | $0.40 | $0.11 | ||
| Q3 24 | $0.41 | $-0.15 | ||
| Q2 24 | $-0.09 | $0.50 | ||
| Q1 24 | $-0.10 | $0.44 |
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 | $24.4M |
| 总债务越低越好 | $22.7M | $67.5M |
| 股东权益账面价值 | $130.3M | $57.4M |
| 总资产 | $216.3M | $276.6M |
| 负债/权益比越低杠杆越低 | 0.17× | 1.18× |
8季度趋势，按日历期对齐
现金及短期投资PBYIUHG
| Q4 25 | $97.5M | $24.4M | ||
| Q3 25 | $94.4M | $25.6M | ||
| Q2 25 | $96.0M | $36.5M | ||
| Q1 25 | $93.2M | $25.0M | ||
| Q4 24 | $101.0M | $22.6M | ||
| Q3 24 | $96.7M | $25.8M | ||
| Q2 24 | $96.8M | $24.9M | ||
| Q1 24 | $107.2M | $28.7M |
总债务PBYIUHG
| Q4 25 | $22.7M | $67.5M | ||
| Q3 25 | $34.0M | $67.4M | ||
| Q2 25 | $45.3M | $67.3M | ||
| Q1 25 | $56.7M | $67.2M | ||
| Q4 24 | $68.0M | $67.2M | ||
| Q3 24 | $79.3M | — | ||
| Q2 24 | $90.7M | — | ||
| Q1 24 | $102.0M | — |
股东权益PBYIUHG
| Q4 25 | $130.3M | $57.4M | ||
| Q3 25 | $115.3M | $52.9M | ||
| Q2 25 | $104.7M | $82.2M | ||
| Q1 25 | $97.1M | $87.1M | ||
| Q4 24 | $92.1M | $66.9M | ||
| Q3 24 | $71.1M | $19.8M | ||
| Q2 24 | $48.5M | $25.7M | ||
| Q1 24 | $51.0M | $-4.7M |
总资产PBYIUHG
| Q4 25 | $216.3M | $276.6M | ||
| Q3 25 | $202.9M | $293.1M | ||
| Q2 25 | $194.9M | $281.1M | ||
| Q1 25 | $196.2M | $266.2M | ||
| Q4 24 | $213.3M | $265.4M | ||
| Q3 24 | $220.7M | $282.6M | ||
| Q2 24 | $205.0M | $284.0M | ||
| Q1 24 | $214.1M | $287.2M |
负债/权益比PBYIUHG
| Q4 25 | 0.17× | 1.18× | ||
| Q3 25 | 0.30× | 1.27× | ||
| Q2 25 | 0.43× | 0.82× | ||
| Q1 25 | 0.58× | 0.77× | ||
| Q4 24 | 0.74× | 1.00× | ||
| 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 | $14.4M | $1.4M |
| 自由现金流经营现金流 - 资本支出 | $14.4M | $616.0K |
| 自由现金流率自由现金流/营收 | 19.1% | 0.5% |
| 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 | — | 0.44× |
| 过去12个月自由现金流最近4个季度 | $41.7M | $-21.6M |
8季度趋势，按日历期对齐
经营现金流PBYIUHG
| Q4 25 | $14.4M | $1.4M | ||
| Q3 25 | $9.7M | $-23.8M | ||
| Q2 25 | $14.1M | $1.6M | ||
| Q1 25 | $3.6M | $1.2M | ||
| Q4 24 | $15.6M | $27.4M | ||
| Q3 24 | $11.0M | $7.2M | ||
| Q2 24 | $1.0M | $-1.2M | ||
| Q1 24 | $11.2M | $-17.9M |
自由现金流PBYIUHG
| Q4 25 | $14.4M | $616.0K | ||
| Q3 25 | $9.7M | $-24.8M | ||
| Q2 25 | $14.1M | $1.3M | ||
| Q1 25 | $3.6M | $1.2M | ||
| Q4 24 | $15.6M | $27.4M | ||
| Q3 24 | $11.0M | $7.2M | ||
| Q2 24 | $1.0M | — | ||
| Q1 24 | — | $-17.9M |
自由现金流率PBYIUHG
| Q4 25 | 19.1% | 0.5% | ||
| Q3 25 | 17.7% | -27.3% | ||
| Q2 25 | 26.8% | 1.2% | ||
| Q1 25 | 7.7% | 1.4% | ||
| Q4 24 | 26.4% | 20.3% | ||
| Q3 24 | 13.7% | 6.1% | ||
| Q2 24 | 2.1% | — | ||
| Q1 24 | — | -17.8% |
资本支出强度PBYIUHG
| Q4 25 | 0.0% | 0.6% | ||
| Q3 25 | 0.0% | 1.1% | ||
| Q2 25 | 0.0% | 0.2% | ||
| Q1 25 | 0.1% | 0.0% | ||
| Q4 24 | 0.0% | 0.0% | ||
| Q3 24 | 0.0% | 0.0% | ||
| Q2 24 | 0.0% | 0.0% | ||
| Q1 24 | 0.0% | 0.0% |
现金转化率PBYIUHG
| Q4 25 | — | 0.44× | ||
| Q3 25 | 1.10× | — | ||
| Q2 25 | 2.41× | — | ||
| Q1 25 | 1.21× | 0.07× | ||
| Q4 24 | — | 41.09× | ||
| Q3 24 | 0.54× | — | ||
| Q2 24 | — | -0.04× | ||
| Q1 24 | — | -0.72× |
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
UHG
| GSH South Carolina | $116.3M | 94% |
| Rosewood | $5.9M | 5% |
| Other Segment | $1.1M | 1% |
