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Remitly Global, Inc.（RELY）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
Royalty Pharma plc的季度营收约是Remitly Global, Inc.的1.4倍（$622.0M vs $442.2M），Royalty Pharma plc净利率更高（34.4% vs 9.3%，领先25.1%），Remitly Global, Inc.同比增速更快（25.7% vs 4.8%），过去两年Remitly Global, Inc.的营收复合增速更高（28.2% vs 4.6%）
Remitly Global是总部位于美国西雅图的跨境汇款服务提供商，2011年由马修·奥本海默、乔希·哈格与希瓦斯·古拉蒂共同创立，主要为用户提供覆盖全球170多个国家和地区的国际汇款服务，2021年9月在纳斯达克交易所上市。
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。
RELY vs RPRX — 直观对比
营收规模更大
RPRX
是对方的1.4倍
$442.2M
营收增速更快
RELY
高出20.9%
4.8%
净利率更高
RPRX
高出25.1%
9.3%
两年增速更快
RELY
近两年复合增速
4.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $442.2M | $622.0M |
| 净利润 | $41.2M | $214.2M |
| 毛利率 | — | — |
| 营业利润率 | 8.8% | 62.4% |
| 净利率 | 9.3% | 34.4% |
| 营收同比 | 25.7% | 4.8% |
| 净利润同比 | 820.1% | 2.9% |
| 每股收益（稀释后） | $0.19 | $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RELYRPRX
| Q4 25 | $442.2M | $622.0M | ||
| Q3 25 | $419.5M | $609.3M | ||
| Q2 25 | $411.9M | $578.7M | ||
| Q1 25 | $361.6M | $568.2M | ||
| Q4 24 | $351.9M | $593.6M | ||
| Q3 24 | $336.5M | $564.7M | ||
| Q2 24 | $306.4M | $537.3M | ||
| Q1 24 | $269.1M | $568.0M |
净利润RELYRPRX
| Q4 25 | $41.2M | $214.2M | ||
| Q3 25 | $8.8M | $288.2M | ||
| Q2 25 | $6.5M | $30.2M | ||
| Q1 25 | $11.4M | $238.3M | ||
| Q4 24 | $-5.7M | $208.2M | ||
| Q3 24 | $1.9M | $544.0M | ||
| Q2 24 | $-12.1M | $102.0M | ||
| Q1 24 | $-21.1M | $4.8M |
营业利润率RELYRPRX
| Q4 25 | 8.8% | 62.4% | ||
| Q3 25 | 2.8% | 70.1% | ||
| Q2 25 | 3.6% | 36.3% | ||
| Q1 25 | 3.4% | 94.0% | ||
| Q4 24 | -1.1% | 60.9% | ||
| Q3 24 | 0.1% | — | ||
| Q2 24 | -5.1% | 50.2% | ||
| Q1 24 | -7.4% | -13.0% |
净利率RELYRPRX
| Q4 25 | 9.3% | 34.4% | ||
| Q3 25 | 2.1% | 47.3% | ||
| Q2 25 | 1.6% | 5.2% | ||
| Q1 25 | 3.1% | 41.9% | ||
| Q4 24 | -1.6% | 35.1% | ||
| Q3 24 | 0.6% | 96.3% | ||
| Q2 24 | -3.9% | 19.0% | ||
| Q1 24 | -7.8% | 0.8% |
每股收益（稀释后）RELYRPRX
| Q4 25 | $0.19 | $0.49 | ||
| Q3 25 | $0.04 | $0.67 | ||
| Q2 25 | $0.03 | $0.07 | ||
| Q1 25 | $0.05 | $0.55 | ||
| Q4 24 | $-0.03 | $0.46 | ||
| Q3 24 | $0.01 | $1.21 | ||
| Q2 24 | $-0.06 | $0.23 | ||
| Q1 24 | $-0.11 | $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 | $542.4M | $618.7M |
| 总债务越低越好 | — | $9.0B |
| 股东权益账面价值 | $868.8M | $9.7B |
| 总资产 | $1.5B | $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RELYRPRX
| Q4 25 | $542.4M | $618.7M | ||
| Q3 25 | $476.9M | $938.9M | ||
| Q2 25 | $515.9M | $631.9M | ||
| Q1 25 | $493.9M | $1.1B | ||
| Q4 24 | $368.1M | $929.0M | ||
| Q3 24 | $324.4M | $950.1M | ||
| Q2 24 | $185.2M | $1.8B | ||
| Q1 24 | $286.0M | $843.0M |
总债务RELYRPRX
| 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 | ||
| Q1 24 | — | $6.1B |
股东权益RELYRPRX
| Q4 25 | $868.8M | $9.7B | ||
| Q3 25 | $797.2M | $9.6B | ||
| Q2 25 | $764.9M | $9.5B | ||
| Q1 25 | $723.5M | $9.8B | ||
| Q4 24 | $665.5M | $10.3B | ||
| Q3 24 | $630.8M | $10.3B | ||
| Q2 24 | $578.9M | $9.8B | ||
| Q1 24 | $549.4M | $9.9B |
总资产RELYRPRX
| Q4 25 | $1.5B | $19.6B | ||
| Q3 25 | $1.2B | $19.3B | ||
| Q2 25 | $1.2B | $18.3B | ||
| Q1 25 | $1.1B | $17.6B | ||
| Q4 24 | $1.0B | $18.2B | ||
| Q3 24 | $970.4M | $18.0B | ||
| Q2 24 | $950.2M | $17.7B | ||
| Q1 24 | $1.1B | $16.1B |
负债/权益比RELYRPRX
| 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× | ||
| Q1 24 | — | 0.62× |
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 | $149.6M | $827.1M |
| 自由现金流经营现金流 - 资本支出 | $143.3M | — |
| 自由现金流率自由现金流/营收 | 32.4% | — |
| 资本支出强度资本支出/营收 | 1.4% | — |
| 现金转化率经营现金流/净利润 | 3.63× | 3.86× |
| 过去12个月自由现金流最近4个季度 | $288.7M | — |
8季度趋势，按日历期对齐
经营现金流RELYRPRX
| Q4 25 | $149.6M | $827.1M | ||
| Q3 25 | $1.4M | $702.6M | ||
| Q2 25 | $41.2M | $364.0M | ||
| Q1 25 | $132.9M | $596.1M | ||
| Q4 24 | $-27.3M | $742.5M | ||
| Q3 24 | $146.8M | $703.6M | ||
| Q2 24 | $48.9M | $658.2M | ||
| Q1 24 | $-56.8M | $664.6M |
自由现金流RELYRPRX
| Q4 25 | $143.3M | — | ||
| Q3 25 | $-2.1M | — | ||
| Q2 25 | $28.6M | — | ||
| Q1 25 | $118.9M | — | ||
| Q4 24 | $-30.1M | — | ||
| Q3 24 | $145.6M | — | ||
| Q2 24 | $47.8M | — | ||
| Q1 24 | $-57.8M | — |
自由现金流率RELYRPRX
| Q4 25 | 32.4% | — | ||
| Q3 25 | -0.5% | — | ||
| Q2 25 | 6.9% | — | ||
| Q1 25 | 32.9% | — | ||
| Q4 24 | -8.5% | — | ||
| Q3 24 | 43.3% | — | ||
| Q2 24 | 15.6% | — | ||
| Q1 24 | -21.5% | — |
资本支出强度RELYRPRX
| Q4 25 | 1.4% | — | ||
| Q3 25 | 0.8% | — | ||
| Q2 25 | 3.1% | — | ||
| Q1 25 | 3.9% | — | ||
| Q4 24 | 0.8% | — | ||
| Q3 24 | 0.3% | — | ||
| Q2 24 | 0.4% | — | ||
| Q1 24 | 0.4% | — |
现金转化率RELYRPRX
| Q4 25 | 3.63× | 3.86× | ||
| Q3 25 | 0.16× | 2.44× | ||
| Q2 25 | 6.30× | 12.06× | ||
| Q1 25 | 11.71× | 2.50× | ||
| Q4 24 | — | 3.57× | ||
| Q3 24 | 76.56× | 1.29× | ||
| Q2 24 | — | 6.45× | ||
| Q1 24 | — | 139.10× |
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
RELY
暂无分部数据
RPRX
| Financial Royalty Assets | $592.4M | 95% |
| Royalty Income Other | $29.6M | 5% |
