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Royalty Pharma plc（RPRX）与Revolve Group, Inc.（RVLV）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Revolve Group, Inc.的1.9倍（$622.0M vs $324.4M），Royalty Pharma plc净利率更高（34.4% vs 5.7%，领先28.7%），Revolve Group, Inc.同比增速更快（10.4% vs 4.8%），过去两年Revolve Group, Inc.的营收复合增速更高（9.5% vs 4.6%）
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。
Revolve Theatre Company是总部位于英国泰晤士河畔亨利的剧团，专注于创作演出政治题材和莎士比亚系列戏剧作品，由奥利弗·登奇、乔·莫里斯与汤姆·史密斯共同创立运营。
RPRX vs RVLV — 直观对比
营收规模更大
RPRX
是对方的1.9倍
$324.4M
营收增速更快
RVLV
高出5.7%
4.8%
净利率更高
RPRX
高出28.7%
5.7%
两年增速更快
RVLV
近两年复合增速
4.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $622.0M | $324.4M |
| 净利润 | $214.2M | $18.6M |
| 毛利率 | — | 53.3% |
| 营业利润率 | 62.4% | 6.3% |
| 净利率 | 34.4% | 5.7% |
| 营收同比 | 4.8% | 10.4% |
| 净利润同比 | 2.9% | 50.4% |
| 每股收益（稀释后） | $0.49 | $0.27 |
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RPRXRVLV
| Q4 25 | $622.0M | $324.4M | ||
| Q3 25 | $609.3M | $295.6M | ||
| Q2 25 | $578.7M | $309.0M | ||
| Q1 25 | $568.2M | $296.7M | ||
| Q4 24 | $593.6M | $293.7M | ||
| Q3 24 | $564.7M | $283.1M | ||
| Q2 24 | $537.3M | $282.5M | ||
| Q1 24 | $568.0M | $270.6M |
净利润RPRXRVLV
| Q4 25 | $214.2M | $18.6M | ||
| Q3 25 | $288.2M | $21.2M | ||
| Q2 25 | $30.2M | $10.2M | ||
| Q1 25 | $238.3M | $11.8M | ||
| Q4 24 | $208.2M | $12.3M | ||
| Q3 24 | $544.0M | $11.0M | ||
| Q2 24 | $102.0M | $15.4M | ||
| Q1 24 | $4.8M | $10.9M |
毛利率RPRXRVLV
| Q4 25 | — | 53.3% | ||
| Q3 25 | — | 54.6% | ||
| Q2 25 | — | 54.1% | ||
| Q1 25 | — | 52.0% | ||
| Q4 24 | — | 52.5% | ||
| Q3 24 | — | 51.2% | ||
| Q2 24 | — | 54.0% | ||
| Q1 24 | — | 52.3% |
营业利润率RPRXRVLV
| Q4 25 | 62.4% | 6.3% | ||
| Q3 25 | 70.1% | 7.1% | ||
| Q2 25 | 36.3% | 5.8% | ||
| Q1 25 | 94.0% | 5.0% | ||
| Q4 24 | 60.9% | 3.9% | ||
| Q3 24 | — | 5.0% | ||
| Q2 24 | 50.2% | 5.8% | ||
| Q1 24 | -13.0% | 3.4% |
净利率RPRXRVLV
| Q4 25 | 34.4% | 5.7% | ||
| Q3 25 | 47.3% | 7.2% | ||
| Q2 25 | 5.2% | 3.3% | ||
| Q1 25 | 41.9% | 4.0% | ||
| Q4 24 | 35.1% | 4.2% | ||
| Q3 24 | 96.3% | 3.9% | ||
| Q2 24 | 19.0% | 5.4% | ||
| Q1 24 | 0.8% | 4.0% |
每股收益（稀释后）RPRXRVLV
| Q4 25 | $0.49 | $0.27 | ||
| Q3 25 | $0.67 | $0.29 | ||
| Q2 25 | $0.07 | $0.14 | ||
| Q1 25 | $0.55 | $0.16 | ||
| Q4 24 | $0.46 | $0.18 | ||
| Q3 24 | $1.21 | $0.15 | ||
| Q2 24 | $0.23 | $0.21 | ||
| Q1 24 | $0.01 | $0.15 |
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 | $618.7M | $292.3M |
| 总债务越低越好 | $9.0B | — |
| 股东权益账面价值 | $9.7B | $512.5M |
| 总资产 | $19.6B | $765.0M |
| 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RPRXRVLV
| Q4 25 | $618.7M | $292.3M | ||
| Q3 25 | $938.9M | $315.4M | ||
| Q2 25 | $631.9M | $310.7M | ||
| Q1 25 | $1.1B | $300.8M | ||
| Q4 24 | $929.0M | $256.6M | ||
| Q3 24 | $950.1M | $252.8M | ||
| Q2 24 | $1.8B | $244.7M | ||
| Q1 24 | $843.0M | $273.4M |
总债务RPRXRVLV
| 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RPRXRVLV
| Q4 25 | $9.7B | $512.5M | ||
| Q3 25 | $9.6B | $490.2M | ||
| Q2 25 | $9.5B | $468.6M | ||
| Q1 25 | $9.8B | $453.4M | ||
| Q4 24 | $10.3B | $437.8M | ||
| Q3 24 | $10.3B | $420.8M | ||
| Q2 24 | $9.8B | $405.8M | ||
| Q1 24 | $9.9B | $389.9M |
总资产RPRXRVLV
| Q4 25 | $19.6B | $765.0M | ||
| Q3 25 | $19.3B | $751.3M | ||
| Q2 25 | $18.3B | $722.9M | ||
| Q1 25 | $17.6B | $713.9M | ||
| Q4 24 | $18.2B | $665.5M | ||
| Q3 24 | $18.0B | $670.9M | ||
| Q2 24 | $17.7B | $657.8M | ||
| Q1 24 | $16.1B | $650.0M |
负债/权益比RPRXRVLV
| 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 | $827.1M | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | — | $-13.3M |
| 自由现金流率自由现金流/营收 | — | -4.1% |
| 资本支出强度资本支出/营收 | — | 1.0% |
| 现金转化率经营现金流/净利润 | 3.86× | -0.55× |
| 过去12个月自由现金流最近4个季度 | — | $48.0M |
8季度趋势，按日历期对齐
经营现金流RPRXRVLV
| Q4 25 | $827.1M | $-10.2M | ||
| Q3 25 | $702.6M | $11.8M | ||
| Q2 25 | $364.0M | $12.6M | ||
| Q1 25 | $596.1M | $45.1M | ||
| Q4 24 | $742.5M | $3.9M | ||
| Q3 24 | $703.6M | $9.1M | ||
| Q2 24 | $658.2M | $-24.7M | ||
| Q1 24 | $664.6M | $38.4M |
自由现金流RPRXRVLV
| Q4 25 | — | $-13.3M | ||
| Q3 25 | — | $7.5M | ||
| Q2 25 | — | $10.4M | ||
| Q1 25 | — | $43.4M | ||
| Q4 24 | — | $2.1M | ||
| Q3 24 | — | $8.0M | ||
| Q2 24 | — | $-25.7M | ||
| Q1 24 | — | $36.7M |
自由现金流率RPRXRVLV
| Q4 25 | — | -4.1% | ||
| Q3 25 | — | 2.5% | ||
| Q2 25 | — | 3.4% | ||
| Q1 25 | — | 14.6% | ||
| Q4 24 | — | 0.7% | ||
| Q3 24 | — | 2.8% | ||
| Q2 24 | — | -9.1% | ||
| Q1 24 | — | 13.5% |
资本支出强度RPRXRVLV
| Q4 25 | — | 1.0% | ||
| Q3 25 | — | 1.5% | ||
| Q2 25 | — | 0.7% | ||
| Q1 25 | — | 0.6% | ||
| Q4 24 | — | 0.6% | ||
| Q3 24 | — | 0.4% | ||
| Q2 24 | — | 0.4% | ||
| Q1 24 | — | 0.6% |
现金转化率RPRXRVLV
| Q4 25 | 3.86× | -0.55× | ||
| Q3 25 | 2.44× | 0.56× | ||
| Q2 25 | 12.06× | 1.24× | ||
| Q1 25 | 2.50× | 3.82× | ||
| Q4 24 | 3.57× | 0.32× | ||
| Q3 24 | 1.29× | 0.83× | ||
| Q2 24 | 6.45× | -1.60× | ||
| Q1 24 | 139.10× | 3.53× |
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
RPRX
| Financial Royalty Assets | $592.4M | 95% |
| Royalty Income Other | $29.6M | 5% |
RVLV
| Fashion Apparel | $155.1M | 48% |
| Dresses | $76.4M | 24% |
| Handbags Shoes And Accessories | $67.6M | 21% |
| Beauty | $20.3M | 6% |
| Manufactured Product Other | $5.0M | 2% |
| Breakage On Store Credit And Gift Cards | $900.0K | 0% |
