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PETMED EXPRESS INC（PETS）与RECURSION PHARMACEUTICALS, INC.（RXRX）财务数据对比。点击上方公司名可切换其他公司
PETMED EXPRESS INC的季度营收约是RECURSION PHARMACEUTICALS, INC.的1.1倍（$40.7M vs $35.5M），PETMED EXPRESS INC净利率更高（-26.0% vs -304.2%，领先278.3%），RECURSION PHARMACEUTICALS, INC.同比增速更快（681.7% vs -23.3%），PETMED EXPRESS INC自由现金流更多（$-9.2M vs $-47.3M），过去两年RECURSION PHARMACEUTICALS, INC.的营收复合增速更高（60.5% vs -20.9%）
PetMed Express，也叫PetMeds，是总部位于美国的线上宠物药房。该企业公开上市，主营宠物处方及非处方药物销售业务，是北美知名的宠物医药线上零售平台。
Recursion Pharmaceuticals是一家临床阶段生物技术企业，依托人工智能技术和高通量生物实验体系，开发针对罕见病、肿瘤、炎症性疾病等领域未满足医疗需求的创新疗法，核心市场覆盖北美，与全球多家生物制药企业合作推进在研管线落地。
PETS vs RXRX — 直观对比
营收规模更大
PETS
是对方的1.1倍
$35.5M
营收增速更快
RXRX
高出705.0%
-23.3%
净利率更高
PETS
高出278.3%
-304.2%
自由现金流更多
PETS
多$38.1M
$-47.3M
两年增速更快
RXRX
近两年复合增速
-20.9%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $40.7M | $35.5M |
| 净利润 | $-10.6M | $-108.1M |
| 毛利率 | 23.3% | 59.8% |
| 营业利润率 | -25.7% | -304.8% |
| 净利率 | -26.0% | -304.2% |
| 营收同比 | -23.3% | 681.7% |
| 净利润同比 | -1392.6% | 39.6% |
| 每股收益（稀释后） | $-0.50 | $-0.17 |
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PETSRXRX
| Q4 25 | $40.7M | $35.5M | ||
| Q3 25 | $44.4M | $5.2M | ||
| Q2 25 | $51.2M | $19.2M | ||
| Q1 25 | $50.8M | $14.7M | ||
| Q4 24 | $52.0M | $4.5M | ||
| Q3 24 | $58.0M | $26.1M | ||
| Q2 24 | $66.2M | $14.4M | ||
| Q1 24 | $65.1M | $13.8M |
净利润PETSRXRX
| Q4 25 | $-10.6M | $-108.1M | ||
| Q3 25 | $-8.5M | $-162.3M | ||
| Q2 25 | $-34.2M | $-171.9M | ||
| Q1 25 | $-11.6M | $-202.5M | ||
| Q4 24 | $-707.0K | $-178.9M | ||
| Q3 24 | $2.3M | $-95.8M | ||
| Q2 24 | $3.8M | $-97.5M | ||
| Q1 24 | $-5.0M | $-91.4M |
毛利率PETSRXRX
| Q4 25 | 23.3% | 59.8% | ||
| Q3 25 | 28.0% | -183.8% | ||
| Q2 25 | 28.1% | -4.9% | ||
| Q1 25 | 29.9% | -48.0% | ||
| Q4 24 | 31.0% | -181.4% | ||
| Q3 24 | 32.3% | 53.7% | ||
| Q2 24 | 28.8% | 36.2% | ||
| Q1 24 | 29.3% | 19.1% |
营业利润率PETSRXRX
| Q4 25 | -25.7% | -304.8% | ||
| Q3 25 | -18.9% | -3327.6% | ||
| Q2 25 | -66.7% | -916.8% | ||
| Q1 25 | -11.9% | -1297.9% | ||
| Q4 24 | -0.9% | -4042.4% | ||
| Q3 24 | 1.0% | -377.1% | ||
| Q2 24 | 6.6% | -697.4% | ||
| Q1 24 | -5.9% | -698.4% |
净利率PETSRXRX
| Q4 25 | -26.0% | -304.2% | ||
| Q3 25 | -19.2% | -3135.3% | ||
| Q2 25 | -66.7% | -894.2% | ||
| Q1 25 | -22.9% | -1373.3% | ||
| Q4 24 | -1.4% | -3935.5% | ||
| Q3 24 | 4.0% | -367.5% | ||
| Q2 24 | 5.7% | -676.6% | ||
| Q1 24 | -7.7% | -662.4% |
每股收益（稀释后）PETSRXRX
| Q4 25 | $-0.50 | $-0.17 | ||
| Q3 25 | $-0.41 | $-0.36 | ||
| Q2 25 | $-1.65 | $-0.41 | ||
| Q1 25 | $-0.56 | $-0.50 | ||
| Q4 24 | $-0.03 | $-0.56 | ||
| Q3 24 | $0.11 | $-0.34 | ||
| Q2 24 | $0.18 | $-0.40 | ||
| Q1 24 | $-0.24 | $-0.39 |
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 | $26.9M | $743.3M |
| 总债务越低越好 | — | $9.6M |
| 股东权益账面价值 | $32.8M | $1.1B |
| 总资产 | $88.0M | $1.5B |
| 负债/权益比越低杠杆越低 | — | 0.01× |
8季度趋势，按日历期对齐
现金及短期投资PETSRXRX
| Q4 25 | $26.9M | $743.3M | ||
| Q3 25 | $36.1M | $659.8M | ||
| Q2 25 | $41.1M | $525.1M | ||
| Q1 25 | $54.7M | $500.5M | ||
| Q4 24 | $50.1M | $594.4M | ||
| Q3 24 | $52.0M | $427.6M | ||
| Q2 24 | $46.0M | $474.3M | ||
| Q1 24 | $55.3M | $296.3M |
总债务PETSRXRX
| Q4 25 | — | $9.6M | ||
| Q3 25 | — | $11.9M | ||
| Q2 25 | — | $14.2M | ||
| Q1 25 | — | $16.4M | ||
| Q4 24 | — | $19.0M | ||
| Q3 24 | — | $20.5M | ||
| Q2 24 | — | $22.9M | ||
| Q1 24 | — | — |
股东权益PETSRXRX
| Q4 25 | $32.8M | $1.1B | ||
| Q3 25 | $43.1M | $1.0B | ||
| Q2 25 | $51.5M | $919.1M | ||
| Q1 25 | $85.1M | $933.9M | ||
| Q4 24 | $96.2M | $1.0B | ||
| Q3 24 | $96.4M | $524.6M | ||
| Q2 24 | $93.5M | $584.4M | ||
| Q1 24 | $96.7M | $401.2M |
总资产PETSRXRX
| Q4 25 | $88.0M | $1.5B | ||
| Q3 25 | $100.3M | $1.4B | ||
| Q2 25 | $109.8M | $1.3B | ||
| Q1 25 | $148.7M | $1.3B | ||
| Q4 24 | $144.8M | $1.4B | ||
| Q3 24 | $146.0M | $726.5M | ||
| Q2 24 | $152.7M | $775.9M | ||
| Q1 24 | $169.9M | $557.8M |
负债/权益比PETSRXRX
| Q4 25 | — | 0.01× | ||
| Q3 25 | — | 0.01× | ||
| Q2 25 | — | 0.02× | ||
| Q1 25 | — | 0.02× | ||
| Q4 24 | — | 0.02× | ||
| Q3 24 | — | 0.04× | ||
| Q2 24 | — | 0.04× | ||
| Q1 24 | — | — |
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 | $-9.2M | $-46.1M |
| 自由现金流经营现金流 - 资本支出 | $-9.2M | $-47.3M |
| 自由现金流率自由现金流/营收 | -22.7% | -133.1% |
| 资本支出强度资本支出/营收 | 0.1% | 3.5% |
| 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 | $-23.0M | $-378.3M |
8季度趋势，按日历期对齐
经营现金流PETSRXRX
| Q4 25 | $-9.2M | $-46.1M | ||
| Q3 25 | $-2.2M | $-117.4M | ||
| Q2 25 | $-12.3M | $-76.4M | ||
| Q1 25 | $7.0M | $-132.0M | ||
| Q4 24 | $-1.2M | $-115.4M | ||
| Q3 24 | $7.4M | $-59.2M | ||
| Q2 24 | $-8.5M | $-82.2M | ||
| Q1 24 | $7.1M | $-102.3M |
自由现金流PETSRXRX
| Q4 25 | $-9.2M | $-47.3M | ||
| Q3 25 | $-4.8M | $-117.6M | ||
| Q2 25 | $-13.6M | $-79.6M | ||
| Q1 25 | $4.6M | $-133.8M | ||
| Q4 24 | $-1.9M | $-116.7M | ||
| Q3 24 | $6.1M | $-63.8M | ||
| Q2 24 | $-9.2M | $-83.4M | ||
| Q1 24 | $5.9M | $-109.0M |
自由现金流率PETSRXRX
| Q4 25 | -22.7% | -133.1% | ||
| Q3 25 | -10.8% | -2272.5% | ||
| Q2 25 | -26.5% | -413.9% | ||
| Q1 25 | 9.1% | -907.4% | ||
| Q4 24 | -3.7% | -2567.7% | ||
| Q3 24 | 10.6% | -244.6% | ||
| Q2 24 | -13.9% | -578.5% | ||
| Q1 24 | 9.0% | -789.9% |
资本支出强度PETSRXRX
| Q4 25 | 0.1% | 3.5% | ||
| Q3 25 | 5.9% | 4.7% | ||
| Q2 25 | 2.5% | 16.4% | ||
| Q1 25 | 4.7% | 12.4% | ||
| Q4 24 | 1.5% | 28.6% | ||
| Q3 24 | 2.2% | 17.5% | ||
| Q2 24 | 1.0% | 8.2% | ||
| Q1 24 | 1.9% | 48.2% |
现金转化率PETSRXRX
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 3.18× | — | ||
| Q2 24 | -2.27× | — | ||
| 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
PETS
| Reorder | $34.0M | 84% |
| New Order | $5.0M | 12% |
| Membership Fees | $1.6M | 4% |
RXRX
暂无分部数据
