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ZIPRECRUITER, INC.（ZIP）与再鼎医药（ZLAB）财务数据对比。点击上方公司名可切换其他公司
再鼎医药的季度营收约是ZIPRECRUITER, INC.的1.1倍（$127.1M vs $111.7M），再鼎医药同比增速更快（17.1% vs 0.6%），ZIPRECRUITER, INC.自由现金流更多（$7.6M vs $-26.7M），过去两年再鼎医药的营收复合增速更高（20.8% vs -4.4%）
ZipRecruiter, Inc.是一家美国线上招聘平台企业，主打面向求职者与招聘方的求职招聘匹配服务，为双方提供高效对接的人才服务市场，帮助求职者快速找到适配岗位，也助力企业高效完成招聘需求。
再鼎医药是一家创新生物制药企业，专注于肿瘤、自身免疫性疾病、感染性疾病等领域创新疗法的研发、生产与商业化，核心市场覆盖大中华区，与全球多家头部生物科技企业合作，为存在未被满足医疗需求的患者提供治疗方案。
ZIP vs ZLAB — 直观对比
营收规模更大
ZLAB
是对方的1.1倍
$111.7M
营收增速更快
ZLAB
高出16.5%
0.6%
自由现金流更多
ZIP
多$34.3M
$-26.7M
两年增速更快
ZLAB
近两年复合增速
-4.4%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $111.7M | $127.1M |
| 净利润 | $-835.0K | — |
| 毛利率 | 89.1% | 51.0% |
| 营业利润率 | 3.6% | -54.6% |
| 净利率 | -0.7% | — |
| 营收同比 | 0.6% | 17.1% |
| 净利润同比 | 92.3% | — |
| 每股收益（稀释后） | $-0.03 | $-0.05 |
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ZIPZLAB
| Q4 25 | $111.7M | $127.1M | ||
| Q3 25 | $115.0M | $115.4M | ||
| Q2 25 | $112.2M | $109.1M | ||
| Q1 25 | $110.1M | $105.7M | ||
| Q4 24 | $111.0M | $108.5M | ||
| Q3 24 | $117.1M | $101.8M | ||
| Q2 24 | $123.7M | $100.1M | ||
| Q1 24 | $122.2M | $87.1M |
净利润ZIPZLAB
| Q4 25 | $-835.0K | — | ||
| Q3 25 | $-9.8M | $-36.0M | ||
| Q2 25 | $-9.5M | $-40.7M | ||
| Q1 25 | $-12.8M | $-48.4M | ||
| Q4 24 | $-10.8M | — | ||
| Q3 24 | $-2.6M | $-41.7M | ||
| Q2 24 | $7.0M | $-80.3M | ||
| Q1 24 | $-6.5M | $-53.5M |
毛利率ZIPZLAB
| Q4 25 | 89.1% | 51.0% | ||
| Q3 25 | 89.1% | 59.5% | ||
| Q2 25 | 89.3% | 60.6% | ||
| Q1 25 | 89.4% | 63.6% | ||
| Q4 24 | 89.6% | 61.5% | ||
| Q3 24 | 89.4% | 64.1% | ||
| Q2 24 | 89.5% | 64.9% | ||
| Q1 24 | 89.1% | 61.4% |
营业利润率ZIPZLAB
| Q4 25 | 3.6% | -54.6% | ||
| Q3 25 | -4.4% | -42.3% | ||
| Q2 25 | -5.9% | -50.3% | ||
| Q1 25 | -10.6% | -53.3% | ||
| Q4 24 | -3.6% | -62.6% | ||
| Q3 24 | -2.8% | -66.6% | ||
| Q2 24 | 7.6% | -76.0% | ||
| Q1 24 | -0.7% | -80.7% |
净利率ZIPZLAB
| Q4 25 | -0.7% | — | ||
| Q3 25 | -8.5% | -31.2% | ||
| Q2 25 | -8.5% | -37.3% | ||
| Q1 25 | -11.7% | -45.8% | ||
| Q4 24 | -9.7% | — | ||
| Q3 24 | -2.2% | -40.9% | ||
| Q2 24 | 5.7% | -80.2% | ||
| Q1 24 | -5.3% | -61.4% |
每股收益（稀释后）ZIPZLAB
| Q4 25 | $-0.03 | $-0.05 | ||
| Q3 25 | $-0.11 | $-0.03 | ||
| Q2 25 | $-0.10 | $-0.04 | ||
| Q1 25 | $-0.13 | $-0.04 | ||
| Q4 24 | $-0.10 | $-0.09 | ||
| Q3 24 | $-0.03 | $-0.04 | ||
| Q2 24 | $0.07 | $-0.08 | ||
| Q1 24 | $-0.07 | $-0.05 |
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 | $188.0M | $689.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-77.2M | $715.5M |
| 总资产 | $569.7M | $1.2B |
| 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ZIPZLAB
| Q4 25 | $188.0M | $689.6M | ||
| Q3 25 | $211.8M | $717.2M | ||
| Q2 25 | $203.5M | $732.2M | ||
| Q1 25 | $221.1M | $757.3M | ||
| Q4 24 | $218.4M | $779.7M | ||
| Q3 24 | $225.6M | $616.1M | ||
| Q2 24 | $271.7M | $630.0M | ||
| Q1 24 | $282.5M | $650.8M |
股东权益ZIPZLAB
| Q4 25 | $-77.2M | $715.5M | ||
| Q3 25 | $-76.1M | $759.9M | ||
| Q2 25 | $-65.9M | $791.7M | ||
| Q1 25 | $-11.3M | $810.8M | ||
| Q4 24 | $13.4M | $840.9M | ||
| Q3 24 | $13.6M | $667.7M | ||
| Q2 24 | $24.4M | $704.2M | ||
| Q1 24 | $12.7M | $762.2M |
总资产ZIPZLAB
| Q4 25 | $569.7M | $1.2B | ||
| Q3 25 | $573.6M | $1.2B | ||
| Q2 25 | $592.4M | $1.2B | ||
| Q1 25 | $629.4M | $1.2B | ||
| Q4 24 | $664.1M | $1.2B | ||
| Q3 24 | $652.0M | $985.3M | ||
| Q2 24 | $665.3M | $987.4M | ||
| Q1 24 | $662.4M | $988.4M |
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 | $7.7M | $-26.0M |
| 自由现金流经营现金流 - 资本支出 | $7.6M | $-26.7M |
| 自由现金流率自由现金流/营收 | 6.8% | -21.0% |
| 资本支出强度资本支出/营收 | 0.1% | 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 | $9.9M | $-158.9M |
8季度趋势，按日历期对齐
经营现金流ZIPZLAB
| Q4 25 | $7.7M | $-26.0M | ||
| Q3 25 | $2.6M | $-32.0M | ||
| Q2 25 | $10.5M | $-31.0M | ||
| Q1 25 | $-9.9M | $-61.7M | ||
| Q4 24 | $12.5M | $-55.8M | ||
| Q3 24 | $9.3M | $-26.8M | ||
| Q2 24 | $21.9M | $-42.2M | ||
| Q1 24 | $2.0M | $-90.1M |
自由现金流ZIPZLAB
| Q4 25 | $7.6M | $-26.7M | ||
| Q3 25 | $2.2M | $-35.0M | ||
| Q2 25 | $10.2M | $-33.9M | ||
| Q1 25 | $-10.2M | $-63.2M | ||
| Q4 24 | $12.0M | $-58.4M | ||
| Q3 24 | $9.2M | $-28.2M | ||
| Q2 24 | $21.7M | $-42.9M | ||
| Q1 24 | $1.9M | $-91.1M |
自由现金流率ZIPZLAB
| Q4 25 | 6.8% | -21.0% | ||
| Q3 25 | 1.9% | -30.4% | ||
| Q2 25 | 9.1% | -31.1% | ||
| Q1 25 | -9.3% | -59.9% | ||
| Q4 24 | 10.8% | -53.8% | ||
| Q3 24 | 7.8% | -27.7% | ||
| Q2 24 | 17.6% | -42.9% | ||
| Q1 24 | 1.6% | -104.5% |
资本支出强度ZIPZLAB
| Q4 25 | 0.1% | 0.5% | ||
| Q3 25 | 0.3% | 2.6% | ||
| Q2 25 | 0.3% | 2.6% | ||
| Q1 25 | 0.3% | 1.5% | ||
| Q4 24 | 0.4% | 2.4% | ||
| Q3 24 | 0.2% | 1.3% | ||
| Q2 24 | 0.1% | 0.7% | ||
| Q1 24 | 0.1% | 1.1% |
现金转化率ZIPZLAB
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 3.12× | — | ||
| Q1 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
ZIP
| License | $84.3M | 75% |
| Services | $27.4M | 25% |
ZLAB
| Zejula | $56.0M | 44% |
| Other | $21.9M | 17% |
| Nuzyra | $16.0M | 13% |
| Optune | $11.9M | 9% |
| XACDURO | $10.7M | 8% |
| Qinlock | $9.7M | 8% |
| AUGTYRO | $836.0K | 1% |
