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Privia Health Group, Inc.（PRVA）与Talkspace, Inc.（TALK）财务数据对比。点击上方公司名可切换其他公司
Privia Health Group, Inc.的季度营收约是Talkspace, Inc.的8.6倍（$541.2M vs $63.0M）。Talkspace, Inc.净利率更高（7.6% vs 1.7%，领先5.9%）。Talkspace, Inc.同比增速更快（29.3% vs 17.4%）。过去两年Talkspace, Inc.的营收复合增速更高（17.8% vs 14.2%）
Privia Health Group, Inc.是总部位于美国的医疗科技与服务企业，为独立诊所、医疗系统和医疗支付方提供价值导向型医疗解决方案，涵盖人群健康管理、患者互动平台、护理协调支持及行政流程优化工具，助力提升诊疗效果、降低医疗参与方运营成本。
Talkspace, Inc.是一家提供线上与移动端心理咨询服务的美国企业，由奥伦·弗兰克与罗尼·弗兰克创立于2012年，总部位于纽约。公司依托网页与移动端平台，帮助用户对接具备执业资质的心理咨询师与精神科医师，支持文字、音频、视频消息沟通，部分场景还可提供实时视频咨询服务。
PRVA vs TALK — 直观对比
营收规模更大
PRVA
是对方的8.6倍
$63.0M
营收增速更快
TALK
高出11.9%
17.4%
净利率更高
TALK
高出5.9%
1.7%
两年增速更快
TALK
近两年复合增速
14.2%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $541.2M | $63.0M |
| 净利润 | $9.2M | $4.8M |
| 毛利率 | — | — |
| 营业利润率 | 2.1% | 6.1% |
| 净利率 | 1.7% | 7.6% |
| 营收同比 | 17.4% | 29.3% |
| 净利润同比 | 108.0% | 292.5% |
| 每股收益（稀释后） | $0.08 | — |
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PRVATALK
| Q4 25 | $541.2M | $63.0M | ||
| Q3 25 | $580.4M | $59.4M | ||
| Q2 25 | $521.2M | $54.3M | ||
| Q1 25 | $480.1M | $52.2M | ||
| Q4 24 | $460.9M | $48.7M | ||
| Q3 24 | $437.9M | $47.4M | ||
| Q2 24 | $422.3M | $46.1M | ||
| Q1 24 | $415.2M | $45.4M |
净利润PRVATALK
| Q4 25 | $9.2M | $4.8M | ||
| Q3 25 | $6.9M | $3.3M | ||
| Q2 25 | $2.7M | $-541.0K | ||
| Q1 25 | $4.2M | $318.0K | ||
| Q4 24 | $4.4M | $1.2M | ||
| Q3 24 | $3.5M | $1.9M | ||
| Q2 24 | $3.5M | $-474.0K | ||
| Q1 24 | $3.0M | $-1.5M |
毛利率PRVATALK
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 44.6% | ||
| Q4 24 | — | 44.2% | ||
| Q3 24 | — | 45.6% | ||
| Q2 24 | — | 45.5% | ||
| Q1 24 | — | 47.8% |
营业利润率PRVATALK
| Q4 25 | 2.1% | 6.1% | ||
| Q3 25 | 2.5% | 3.7% | ||
| Q2 25 | 0.6% | -3.3% | ||
| Q1 25 | 1.1% | -2.1% | ||
| Q4 24 | 1.1% | 1.2% | ||
| Q3 24 | 1.3% | 0.2% | ||
| Q2 24 | 1.2% | -7.6% | ||
| Q1 24 | 0.2% | -3.7% |
净利率PRVATALK
| Q4 25 | 1.7% | 7.6% | ||
| Q3 25 | 1.2% | 5.5% | ||
| Q2 25 | 0.5% | -1.0% | ||
| Q1 25 | 0.9% | 0.6% | ||
| Q4 24 | 1.0% | 2.5% | ||
| Q3 24 | 0.8% | 4.0% | ||
| Q2 24 | 0.8% | -1.0% | ||
| Q1 24 | 0.7% | -3.2% |
每股收益（稀释后）PRVATALK
| Q4 25 | $0.08 | — | ||
| Q3 25 | $0.05 | $0.02 | ||
| Q2 25 | $0.02 | — | ||
| Q1 25 | $0.03 | $0.00 | ||
| Q4 24 | $0.03 | $0.01 | ||
| Q3 24 | $0.03 | $0.01 | ||
| Q2 24 | $0.03 | $0.00 | ||
| Q1 24 | $0.02 | $-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 | $479.7M | $37.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $737.2M | $117.0M |
| 总资产 | $1.4B | $134.9M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资PRVATALK
| Q4 25 | $479.7M | $37.4M | ||
| Q3 25 | $441.4M | $39.5M | ||
| Q2 25 | $390.1M | $54.3M | ||
| Q1 25 | $469.3M | $60.1M | ||
| Q4 24 | $491.1M | $76.7M | ||
| Q3 24 | $422.0M | $119.0M | ||
| Q2 24 | $387.4M | $114.9M | ||
| Q1 24 | $351.1M | $120.3M |
股东权益PRVATALK
| Q4 25 | $737.2M | $117.0M | ||
| Q3 25 | $709.1M | $109.1M | ||
| Q2 25 | $682.9M | $112.9M | ||
| Q1 25 | $659.4M | $113.4M | ||
| Q4 24 | $635.2M | $117.4M | ||
| Q3 24 | $614.9M | $117.6M | ||
| Q2 24 | $595.4M | $114.0M | ||
| Q1 24 | $576.8M | $119.6M |
总资产PRVATALK
| Q4 25 | $1.4B | $134.9M | ||
| Q3 25 | $1.4B | $129.1M | ||
| Q2 25 | $1.3B | $132.8M | ||
| Q1 25 | $1.2B | $134.2M | ||
| Q4 24 | $1.1B | $138.7M | ||
| Q3 24 | $1.1B | $138.2M | ||
| Q2 24 | $1.1B | $133.8M | ||
| Q1 24 | $1.0B | $138.3M |
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 | $127.5M | $5.4M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 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 | 13.93× | 1.13× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流PRVATALK
| Q4 25 | $127.5M | $5.4M | ||
| Q3 25 | $52.0M | $4.7M | ||
| Q2 25 | $8.0M | $-351.0K | ||
| Q1 25 | $-24.1M | $-1.2M | ||
| Q4 24 | $74.8M | $3.7M | ||
| Q3 24 | $33.2M | $6.2M | ||
| Q2 24 | $34.5M | $4.8M | ||
| Q1 24 | $-33.1M | $-3.4M |
自由现金流PRVATALK
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $4.5M | ||
| Q1 24 | — | $-3.8M |
自由现金流率PRVATALK
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 9.7% | ||
| Q1 24 | — | -8.3% |
资本支出强度PRVATALK
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.7% | ||
| Q1 24 | — | 0.8% |
现金转化率PRVATALK
| Q4 25 | 13.93× | 1.13× | ||
| Q3 25 | 7.58× | 1.46× | ||
| Q2 25 | 2.97× | — | ||
| Q1 25 | -5.70× | -3.90× | ||
| Q4 24 | 17.00× | 3.02× | ||
| Q3 24 | 9.38× | 3.31× | ||
| Q2 24 | 9.94× | — | ||
| Q1 24 | -11.10× | — |
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
PRVA
| FFS Patient Care | $364.4M | 67% |
| Capitated Revenue | $71.4M | 13% |
| Shared Savings | $46.9M | 9% |
| FFS Administrative Services | $36.0M | 7% |
| Care Management Fee PMPM | $20.0M | 4% |
| Other Revenue | $2.5M | 0% |
TALK
| Payor Revenue | $47.7M | 76% |
| Dte Revenue | $11.6M | 18% |
| Consumer | $3.7M | 6% |
