vs
Porch Group, Inc.（PRCH）与Ultragenyx Pharmaceutical Inc.（RARE）财务数据对比。点击上方公司名可切换其他公司
Ultragenyx Pharmaceutical Inc.的季度营收约是Porch Group, Inc.的1.7倍（$207.3M vs $121.1M），Porch Group, Inc.净利率更高（-3.9% vs -62.0%，领先58.1%），Porch Group, Inc.同比增速更快（100.0% vs 25.9%），过去两年Ultragenyx Pharmaceutical Inc.的营收复合增速更高（38.0% vs 26.4%）
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。
Ultragenyx Pharmaceutical Inc.是一家总部位于美国的生物制药企业，专注于研发罕见病和超罕见遗传病的创新治疗方案，这类疾病目前大多无获批疗法，存在大量未被满足的临床需求。公司覆盖生物制剂、小分子药物、基因疗法、反义寡核苷酸及mRNA等多种药物技术平台，研发管线涵盖骨骼、内分泌、代谢、肌肉及中枢神经系统疾病领域。
PRCH vs RARE — 直观对比
营收规模更大
RARE
是对方的1.7倍
$121.1M
营收增速更快
PRCH
高出74.1%
25.9%
净利率更高
PRCH
高出58.1%
-62.0%
两年增速更快
RARE
近两年复合增速
26.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $121.1M | $207.3M |
| 净利润 | $-4.7M | $-128.6M |
| 毛利率 | 52.7% | — |
| 营业利润率 | 34.7% | -54.7% |
| 净利率 | -3.9% | -62.0% |
| 营收同比 | 100.0% | 25.9% |
| 净利润同比 | 2.0% | 3.5% |
| 每股收益（稀释后） | $-0.04 | $-1.28 |
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PRCHRARE
| Q1 26 | $121.1M | — | ||
| Q4 25 | $112.3M | $207.3M | ||
| Q3 25 | $115.1M | $159.9M | ||
| Q2 25 | $107.0M | $166.5M | ||
| Q1 25 | $84.5M | $139.3M | ||
| Q4 24 | $75.3M | $164.6M | ||
| Q3 24 | $77.7M | $139.5M | ||
| Q2 24 | $75.9M | $147.0M |
净利润PRCHRARE
| Q1 26 | $-4.7M | — | ||
| Q4 25 | $-3.5M | $-128.6M | ||
| Q3 25 | $-10.9M | $-180.4M | ||
| Q2 25 | $2.6M | $-115.0M | ||
| Q1 25 | $8.4M | $-151.1M | ||
| Q4 24 | $30.5M | $-133.2M | ||
| Q3 24 | $14.4M | $-133.5M | ||
| Q2 24 | $-64.3M | $-131.6M |
毛利率PRCHRARE
| Q1 26 | 52.7% | — | ||
| Q4 25 | 99.5% | — | ||
| Q3 25 | 75.6% | — | ||
| Q2 25 | 70.9% | — | ||
| Q1 25 | 77.4% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 79.4% | — | ||
| Q2 24 | 22.1% | — |
营业利润率PRCHRARE
| Q1 26 | 34.7% | — | ||
| Q4 25 | 14.7% | -54.7% | ||
| Q3 25 | 14.2% | -106.9% | ||
| Q2 25 | 4.7% | -64.8% | ||
| Q1 25 | -1.5% | -102.6% | ||
| Q4 24 | 33.3% | -74.3% | ||
| Q3 24 | -3.2% | -94.6% | ||
| Q2 24 | -69.2% | -79.1% |
净利率PRCHRARE
| Q1 26 | -3.9% | — | ||
| Q4 25 | -3.1% | -62.0% | ||
| Q3 25 | -9.4% | -112.8% | ||
| Q2 25 | 2.4% | -69.0% | ||
| Q1 25 | 9.9% | -108.5% | ||
| Q4 24 | 40.5% | -80.9% | ||
| Q3 24 | 18.5% | -95.7% | ||
| Q2 24 | -84.8% | -89.5% |
每股收益（稀释后）PRCHRARE
| Q1 26 | $-0.04 | — | ||
| Q4 25 | $0.00 | $-1.28 | ||
| Q3 25 | $-0.10 | $-1.81 | ||
| Q2 25 | $0.00 | $-1.17 | ||
| Q1 25 | $0.07 | $-1.57 | ||
| Q4 24 | $0.34 | $-1.34 | ||
| Q3 24 | $0.12 | $-1.40 | ||
| Q2 24 | $-0.65 | $-1.52 |
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 | $68.4M | $421.0M |
| 总债务越低越好 | $391.3M | — |
| 股东权益账面价值 | $26.3M | $-80.0M |
| 总资产 | $806.6M | $1.5B |
| 负债/权益比越低杠杆越低 | 14.87× | — |
8季度趋势，按日历期对齐
现金及短期投资PRCHRARE
| Q1 26 | $68.4M | — | ||
| Q4 25 | $57.3M | $421.0M | ||
| Q3 25 | $85.0M | $202.5M | ||
| Q2 25 | $79.8M | $176.3M | ||
| Q1 25 | $70.4M | $127.1M | ||
| Q4 24 | $191.7M | $174.0M | ||
| Q3 24 | $238.6M | $150.6M | ||
| Q2 24 | $308.4M | $480.7M |
总债务PRCHRARE
| Q1 26 | $391.3M | — | ||
| Q4 25 | $392.8M | — | ||
| Q3 25 | $387.1M | — | ||
| Q2 25 | $394.1M | — | ||
| Q1 25 | $409.2M | — | ||
| Q4 24 | $403.9M | — | ||
| Q3 24 | $399.0M | — | ||
| Q2 24 | $436.8M | — |
股东权益PRCHRARE
| Q1 26 | $26.3M | — | ||
| Q4 25 | $-24.6M | $-80.0M | ||
| Q3 25 | $-27.9M | $9.2M | ||
| Q2 25 | $-29.3M | $151.3M | ||
| Q1 25 | $-52.4M | $144.2M | ||
| Q4 24 | $-43.2M | $255.0M | ||
| Q3 24 | $-77.0M | $346.8M | ||
| Q2 24 | $-101.9M | $432.4M |
总资产PRCHRARE
| Q1 26 | $806.6M | — | ||
| Q4 25 | $797.4M | $1.5B | ||
| Q3 25 | $787.7M | $1.2B | ||
| Q2 25 | $770.7M | $1.3B | ||
| Q1 25 | $802.3M | $1.3B | ||
| Q4 24 | $814.0M | $1.5B | ||
| Q3 24 | $867.3M | $1.5B | ||
| Q2 24 | $876.1M | $1.6B |
负债/权益比PRCHRARE
| Q1 26 | 14.87× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 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 | — | $-99.8M |
| 自由现金流经营现金流 - 资本支出 | — | $-100.8M |
| 自由现金流率自由现金流/营收 | — | -48.6% |
| 资本支出强度资本支出/营收 | — | 0.5% |
| 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 | — | $-472.0M |
8季度趋势，按日历期对齐
经营现金流PRCHRARE
| Q1 26 | — | — | ||
| Q4 25 | $1.2M | $-99.8M | ||
| Q3 25 | $40.8M | $-91.4M | ||
| Q2 25 | $35.6M | $-108.3M | ||
| Q1 25 | $-11.2M | $-166.5M | ||
| Q4 24 | $-26.6M | $-79.3M | ||
| Q3 24 | $12.4M | $-67.0M | ||
| Q2 24 | $-26.0M | $-77.0M |
自由现金流PRCHRARE
| Q1 26 | — | — | ||
| Q4 25 | $1.1M | $-100.8M | ||
| Q3 25 | $40.7M | $-92.7M | ||
| Q2 25 | $35.4M | $-110.7M | ||
| Q1 25 | $-11.2M | $-167.8M | ||
| Q4 24 | $-26.8M | $-79.5M | ||
| Q3 24 | $12.2M | $-68.6M | ||
| Q2 24 | $-26.0M | $-79.0M |
自由现金流率PRCHRARE
| Q1 26 | — | — | ||
| Q4 25 | 1.0% | -48.6% | ||
| Q3 25 | 35.4% | -58.0% | ||
| Q2 25 | 33.0% | -66.5% | ||
| Q1 25 | -13.3% | -120.5% | ||
| Q4 24 | -35.6% | -48.3% | ||
| Q3 24 | 15.7% | -49.2% | ||
| Q2 24 | -34.3% | -53.7% |
资本支出强度PRCHRARE
| Q1 26 | — | — | ||
| Q4 25 | 0.1% | 0.5% | ||
| Q3 25 | 0.1% | 0.8% | ||
| Q2 25 | 0.2% | 1.5% | ||
| Q1 25 | 0.1% | 1.0% | ||
| Q4 24 | 0.3% | 0.1% | ||
| Q3 24 | 0.3% | 1.2% | ||
| Q2 24 | 0.1% | 1.4% |
现金转化率PRCHRARE
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 13.79× | — | ||
| Q1 25 | -1.33× | — | ||
| Q4 24 | -0.87× | — | ||
| Q3 24 | 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
业务分部营收拆解
PRCH
暂无分部数据
RARE
| Royalty | $105.6M | 51% |
| Products | $101.7M | 49% |
