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Arch Capital Group（ACGL）与Sprouts Farmers Market, Inc.（SFM）财务数据对比。点击上方公司名可切换其他公司
Arch Capital Group的季度营收约是Sprouts Farmers Market, Inc.的1.9倍（$4.5B vs $2.3B），Arch Capital Group净利率更高（23.2% vs 7.0%，领先16.1%），Sprouts Farmers Market, Inc.同比增速更快（4.1% vs -3.3%），过去两年Sprouts Farmers Market, Inc.的营收复合增速更高（10.9% vs 3.4%）
百慕大注册上市企业Arch Capital Group面向全球提供保险、再保险及按揭保险服务，专注于特种类保险业务，承保保险业内难度较高的特殊风险。公司总部位于百慕大，在北美、欧洲、亚洲及澳洲共设有60个办事处，实现全球布局运营。
Sprouts Farmers Market是总部位于美国亚利桑那州凤凰城的连锁超市品牌，主营天然有机食品，涵盖新鲜果蔬、散装食品、包装杂货、肉禽海鲜、熟食烘焙、乳制品、冷冻食品等品类，同时售有维生素补剂、天然个护及家居用品，目前在全美24个州开设超400家门店，员工约3.5万名。
ACGL vs SFM — 直观对比
营收规模更大
ACGL
是对方的1.9倍
$2.3B
营收增速更快
SFM
高出7.4%
-3.3%
净利率更高
ACGL
高出16.1%
7.0%
两年增速更快
SFM
近两年复合增速
3.4%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $4.5B | $2.3B |
| 净利润 | $1.0B | $163.7M |
| 毛利率 | — | 39.4% |
| 营业利润率 | — | 9.2% |
| 净利率 | 23.2% | 7.0% |
| 营收同比 | -3.3% | 4.1% |
| 净利润同比 | 82.4% | -9.1% |
| 每股收益（稀释后） | $2.88 | $1.71 |
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ACGLSFM
| Q1 26 | $4.5B | $2.3B | ||
| Q4 25 | $4.9B | $2.1B | ||
| Q3 25 | $5.1B | $2.2B | ||
| Q2 25 | $5.2B | $2.2B | ||
| Q1 25 | $4.7B | $2.2B | ||
| Q4 24 | $4.5B | $2.0B | ||
| Q3 24 | $4.7B | $1.9B | ||
| Q2 24 | $4.2B | $1.9B |
净利润ACGLSFM
| Q1 26 | $1.0B | $163.7M | ||
| Q4 25 | $1.2B | $89.8M | ||
| Q3 25 | $1.4B | $120.1M | ||
| Q2 25 | $1.2B | $133.7M | ||
| Q1 25 | $574.0M | $180.0M | ||
| Q4 24 | $935.0M | $79.6M | ||
| Q3 24 | $988.0M | $91.6M | ||
| Q2 24 | $1.3B | $95.3M |
毛利率ACGLSFM
| Q1 26 | — | 39.4% | ||
| Q4 25 | — | 38.0% | ||
| Q3 25 | — | 38.7% | ||
| Q2 25 | — | 38.8% | ||
| Q1 25 | — | 39.6% | ||
| Q4 24 | — | 38.1% | ||
| Q3 24 | — | 38.1% | ||
| Q2 24 | — | 37.9% |
营业利润率ACGLSFM
| Q1 26 | — | 9.2% | ||
| Q4 25 | — | 5.7% | ||
| Q3 25 | — | 7.2% | ||
| Q2 25 | — | 8.1% | ||
| Q1 25 | — | 10.1% | ||
| Q4 24 | — | 5.3% | ||
| Q3 24 | — | 6.3% | ||
| Q2 24 | — | 6.7% |
净利率ACGLSFM
| Q1 26 | 23.2% | 7.0% | ||
| Q4 25 | 25.1% | 4.2% | ||
| Q3 25 | 26.4% | 5.5% | ||
| Q2 25 | 23.7% | 6.0% | ||
| Q1 25 | 12.3% | 8.0% | ||
| Q4 24 | 20.6% | 4.0% | ||
| Q3 24 | 20.9% | 4.7% | ||
| Q2 24 | 30.0% | 5.0% |
每股收益（稀释后）ACGLSFM
| Q1 26 | $2.88 | $1.71 | ||
| Q4 25 | $3.33 | $0.93 | ||
| Q3 25 | $3.56 | $1.22 | ||
| Q2 25 | $3.23 | $1.35 | ||
| Q1 25 | $1.48 | $1.81 | ||
| Q4 24 | $2.41 | $0.78 | ||
| Q3 24 | $2.56 | $0.91 | ||
| Q2 24 | $3.30 | $0.94 |
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 | $24.0M | $252.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $24.2B | $1.4B |
| 总资产 | $81.4B | $4.3B |
| 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ACGLSFM
| Q1 26 | $24.0M | $252.2M | ||
| Q4 25 | $993.0M | $257.3M | ||
| Q3 25 | $1.1B | $322.4M | ||
| Q2 25 | $983.0M | $261.4M | ||
| Q1 25 | $1.2B | $285.7M | ||
| Q4 24 | $979.0M | $265.2M | ||
| Q3 24 | $1.0B | $309.7M | ||
| Q2 24 | $1.0B | $177.3M |
股东权益ACGLSFM
| Q1 26 | $24.2B | $1.4B | ||
| Q4 25 | $24.2B | $1.4B | ||
| Q3 25 | $23.7B | $1.4B | ||
| Q2 25 | $23.0B | $1.4B | ||
| Q1 25 | $21.5B | $1.3B | ||
| Q4 24 | $20.8B | $1.3B | ||
| Q3 24 | $22.3B | $1.3B | ||
| Q2 24 | $20.7B | $1.3B |
总资产ACGLSFM
| Q1 26 | $81.4B | $4.3B | ||
| Q4 25 | $79.2B | $4.2B | ||
| Q3 25 | $79.2B | $4.0B | ||
| Q2 25 | $78.8B | $3.8B | ||
| Q1 25 | $75.2B | $3.7B | ||
| Q4 24 | $70.9B | $3.6B | ||
| Q3 24 | $73.7B | $3.6B | ||
| Q2 24 | $65.5B | $3.4B |
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 | $1.2B | — |
| 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 | 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ACGLSFM
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.4B | $138.5M | ||
| Q3 25 | $2.2B | $167.1M | ||
| Q2 25 | $1.1B | $111.2M | ||
| Q1 25 | $1.5B | $299.1M | ||
| Q4 24 | $1.6B | $124.9M | ||
| Q3 24 | $2.0B | $209.1M | ||
| Q2 24 | $1.5B | $91.6M |
自由现金流ACGLSFM
| Q1 26 | — | — | ||
| Q4 25 | $1.4B | $66.3M | ||
| Q3 25 | $2.2B | $111.4M | ||
| Q2 25 | $1.1B | $50.4M | ||
| Q1 25 | $1.4B | $239.6M | ||
| Q4 24 | $1.6B | $56.2M | ||
| Q3 24 | $2.0B | $156.3M | ||
| Q2 24 | $1.5B | $33.9M |
自由现金流率ACGLSFM
| Q1 26 | — | — | ||
| Q4 25 | 28.2% | 3.1% | ||
| Q3 25 | 42.6% | 5.1% | ||
| Q2 25 | 21.3% | 2.3% | ||
| Q1 25 | 31.0% | 10.7% | ||
| Q4 24 | 34.3% | 2.8% | ||
| Q3 24 | 42.5% | 8.0% | ||
| Q2 24 | 35.6% | 1.8% |
资本支出强度ACGLSFM
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 3.4% | ||
| Q3 25 | 0.2% | 2.5% | ||
| Q2 25 | 0.2% | 2.7% | ||
| Q1 25 | 0.2% | 2.7% | ||
| Q4 24 | 0.3% | 3.4% | ||
| Q3 24 | 0.3% | 2.7% | ||
| Q2 24 | 0.3% | 3.0% |
现金转化率ACGLSFM
| Q1 26 | 1.13× | — | ||
| Q4 25 | 1.13× | 1.54× | ||
| Q3 25 | 1.62× | 1.39× | ||
| Q2 25 | 0.91× | 0.83× | ||
| Q1 25 | 2.54× | 1.66× | ||
| Q4 24 | 1.68× | 1.57× | ||
| Q3 24 | 2.04× | 2.28× | ||
| Q2 24 | 1.20× | 0.96× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
