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PINTEREST, INC.(PINS)与Royalty Pharma plc(RPRX)财务数据对比。点击上方公司名可切换其他公司
PINTEREST, INC.的季度营收约是Royalty Pharma plc的1.6倍($1.0B vs $622.0M),Royalty Pharma plc净利率更高(34.4% vs -7.3%,领先41.7%),PINTEREST, INC.同比增速更快(17.8% vs 4.8%),过去两年PINTEREST, INC.的营收复合增速更高(8.6% vs 4.6%)
Pinterest是美国社交媒体服务商,主打数字图板形式的信息发布与发现功能,用户可通过图片分享获取食谱、家居、穿搭、创意灵感等多元内容。公司由本·西尔伯曼、保罗·夏拉、埃文·夏普联合创立,总部位于旧金山。
本公司是总部位于美国马萨诸塞州剑桥市的临床阶段生物制药企业,专注于研发可调节转化生长因子β(TGF-β)超家族蛋白的药物,该类蛋白在红细胞、肌肉、骨骼、血管等细胞与组织的生长修复过程中发挥核心作用。
PINS vs RPRX — 直观对比
营收规模更大
PINS
是对方的1.6倍
$622.0M
营收增速更快
PINS
高出13.1%
4.8%
净利率更高
RPRX
高出41.7%
-7.3%
两年增速更快
PINS
近两年复合增速
4.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.0B | $622.0M |
| 净利润 | $-73.6M | $214.2M |
| 毛利率 | 76.3% | — |
| 营业利润率 | -8.0% | 62.4% |
| 净利率 | -7.3% | 34.4% |
| 营收同比 | 17.8% | 4.8% |
| 净利润同比 | — | 2.9% |
| 每股收益(稀释后) | $-0.12 | $0.49 |
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
PINS
RPRX
| Q1 26 | $1.0B | — | ||
| Q4 25 | $1.3B | $622.0M | ||
| Q3 25 | $1.0B | $609.3M | ||
| Q2 25 | $998.2M | $578.7M | ||
| Q1 25 | $855.0M | $568.2M | ||
| Q4 24 | $1.2B | $593.6M | ||
| Q3 24 | $898.4M | $564.7M | ||
| Q2 24 | $853.7M | $537.3M |
净利润
PINS
RPRX
| Q1 26 | $-73.6M | — | ||
| Q4 25 | $277.1M | $214.2M | ||
| Q3 25 | $92.1M | $288.2M | ||
| Q2 25 | $38.8M | $30.2M | ||
| Q1 25 | $8.9M | $238.3M | ||
| Q4 24 | $1.8B | $208.2M | ||
| Q3 24 | $30.6M | $544.0M | ||
| Q2 24 | $8.9M | $102.0M |
毛利率
PINS
RPRX
| Q1 26 | 76.3% | — | ||
| Q4 25 | 82.8% | — | ||
| Q3 25 | 79.8% | — | ||
| Q2 25 | 79.7% | — | ||
| Q1 25 | 76.7% | — | ||
| Q4 24 | 82.9% | — | ||
| Q3 24 | 79.1% | — | ||
| Q2 24 | 78.3% | — |
营业利润率
PINS
RPRX
| Q1 26 | -8.0% | — | ||
| Q4 25 | 22.8% | 62.4% | ||
| Q3 25 | 5.6% | 70.1% | ||
| Q2 25 | -0.4% | 36.3% | ||
| Q1 25 | -4.1% | 94.0% | ||
| Q4 24 | 22.7% | 60.9% | ||
| Q3 24 | -0.7% | — | ||
| Q2 24 | -2.5% | 50.2% |
净利率
PINS
RPRX
| Q1 26 | -7.3% | — | ||
| Q4 25 | 21.0% | 34.4% | ||
| Q3 25 | 8.8% | 47.3% | ||
| Q2 25 | 3.9% | 5.2% | ||
| Q1 25 | 1.0% | 41.9% | ||
| Q4 24 | 160.1% | 35.1% | ||
| Q3 24 | 3.4% | 96.3% | ||
| Q2 24 | 1.0% | 19.0% |
每股收益(稀释后)
PINS
RPRX
| Q1 26 | $-0.12 | — | ||
| Q4 25 | $0.41 | $0.49 | ||
| Q3 25 | $0.13 | $0.67 | ||
| Q2 25 | $0.06 | $0.07 | ||
| Q1 25 | $0.01 | $0.55 | ||
| Q4 24 | $2.66 | $0.46 | ||
| Q3 24 | $0.04 | $1.21 | ||
| Q2 24 | $0.01 | $0.23 |
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 | $378.1M | $618.7M |
| 总债务越低越好 | — | $9.0B |
| 股东权益账面价值 | $2.9B | $9.7B |
| 总资产 | $4.6B | $19.6B |
| 负债/权益比越低杠杆越低 | — | 0.92× |
8季度趋势,按日历期对齐
现金及短期投资
PINS
RPRX
| Q1 26 | $378.1M | — | ||
| Q4 25 | $969.3M | $618.7M | ||
| Q3 25 | $1.1B | $938.9M | ||
| Q2 25 | $1.2B | $631.9M | ||
| Q1 25 | $1.3B | $1.1B | ||
| Q4 24 | $1.1B | $929.0M | ||
| Q3 24 | $1.0B | $950.1M | ||
| Q2 24 | $1.4B | $1.8B |
总债务
PINS
RPRX
| Q1 26 | — | — | ||
| Q4 25 | — | $9.0B | ||
| Q3 25 | — | $8.9B | ||
| Q2 25 | — | $8.0B | ||
| Q1 25 | — | $7.6B | ||
| Q4 24 | — | $7.6B | ||
| Q3 24 | — | $7.6B | ||
| Q2 24 | — | $7.6B |
股东权益
PINS
RPRX
| Q1 26 | $2.9B | — | ||
| Q4 25 | $4.7B | $9.7B | ||
| Q3 25 | $4.8B | $9.6B | ||
| Q2 25 | $4.8B | $9.5B | ||
| Q1 25 | $4.7B | $9.8B | ||
| Q4 24 | $4.8B | $10.3B | ||
| Q3 24 | $2.9B | $10.3B | ||
| Q2 24 | $3.2B | $9.8B |
总资产
PINS
RPRX
| Q1 26 | $4.6B | — | ||
| Q4 25 | $5.5B | $19.6B | ||
| Q3 25 | $5.5B | $19.3B | ||
| Q2 25 | $5.4B | $18.3B | ||
| Q1 25 | $5.3B | $17.6B | ||
| Q4 24 | $5.3B | $18.2B | ||
| Q3 24 | $3.5B | $18.0B | ||
| Q2 24 | $3.7B | $17.7B |
负债/权益比
PINS
RPRX
| Q1 26 | — | — | ||
| Q4 25 | — | 0.92× | ||
| Q3 25 | — | 0.93× | ||
| Q2 25 | — | 0.84× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 0.74× | ||
| Q2 24 | — | 0.78× |
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 | $328.0M | $827.1M |
| 自由现金流经营现金流 - 资本支出 | $311.7M | — |
| 自由现金流率自由现金流/营收 | 30.9% | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | — | 3.86× |
| 过去12个月自由现金流最近4个季度 | $1.2B | — |
8季度趋势,按日历期对齐
经营现金流
PINS
RPRX
| Q1 26 | $328.0M | — | ||
| Q4 25 | $391.2M | $827.1M | ||
| Q3 25 | $321.7M | $702.6M | ||
| Q2 25 | $207.7M | $364.0M | ||
| Q1 25 | $363.7M | $596.1M | ||
| Q4 24 | $254.0M | $742.5M | ||
| Q3 24 | $248.0M | $703.6M | ||
| Q2 24 | $106.4M | $658.2M |
自由现金流
PINS
RPRX
| Q1 26 | $311.7M | — | ||
| Q4 25 | $380.4M | — | ||
| Q3 25 | $318.4M | — | ||
| Q2 25 | $196.7M | — | ||
| Q1 25 | $356.4M | — | ||
| Q4 24 | $250.2M | — | ||
| Q3 24 | $244.1M | — | ||
| Q2 24 | $101.6M | — |
自由现金流率
PINS
RPRX
| Q1 26 | 30.9% | — | ||
| Q4 25 | 28.8% | — | ||
| Q3 25 | 30.3% | — | ||
| Q2 25 | 19.7% | — | ||
| Q1 25 | 41.7% | — | ||
| Q4 24 | 21.7% | — | ||
| Q3 24 | 27.2% | — | ||
| Q2 24 | 11.9% | — |
资本支出强度
PINS
RPRX
| Q1 26 | — | — | ||
| Q4 25 | 0.8% | — | ||
| Q3 25 | 0.3% | — | ||
| Q2 25 | 1.1% | — | ||
| Q1 25 | 0.9% | — | ||
| Q4 24 | 0.3% | — | ||
| Q3 24 | 0.4% | — | ||
| Q2 24 | 0.6% | — |
现金转化率
PINS
RPRX
| Q1 26 | — | — | ||
| Q4 25 | 1.41× | 3.86× | ||
| Q3 25 | 3.49× | 2.44× | ||
| Q2 25 | 5.36× | 12.06× | ||
| Q1 25 | 40.77× | 2.50× | ||
| Q4 24 | 0.14× | 3.57× | ||
| Q3 24 | 8.12× | 1.29× | ||
| Q2 24 | 11.98× | 6.45× |
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
PINS
暂无分部数据
RPRX
| Financial Royalty Assets | $592.4M | 95% |
| Royalty Income Other | $29.6M | 5% |