vs
Acadia Healthcare Company, Inc.（ACHC）与STIFEL FINANCIAL CORP（SF）财务数据对比。点击上方公司名可切换其他公司
STIFEL FINANCIAL CORP的季度营收约是Acadia Healthcare Company, Inc.的1.4倍（$1.1B vs $829.0M），STIFEL FINANCIAL CORP净利率更高（23.5% vs 0.5%，领先22.9%），STIFEL FINANCIAL CORP同比增速更快（23.0% vs 7.5%），过去两年STIFEL FINANCIAL CORP的营收复合增速更高（21.1% vs 2.0%）
阿卡迪亚医疗公司是美国的营利性行为医疗健康服务提供商，目前在美国及波多黎各地区运营着超过225家医疗机构，搭建了覆盖广泛的行为健康服务网络，为有相关需求的人群提供专业的心理健康与行为干预服务。
司迪富金融是美国跨国独立投资银行及金融服务提供商，总部位于密苏里州圣路易斯市中心。其历史可追溯至1890年成立的Altheimer & Rawlings投资公司，1983年正式以Stifel为名成立，1986年11月24日在纽约证券交易所挂牌上市，为全球客户提供多元化金融服务。
ACHC vs SF — 直观对比
营收规模更大
SF
是对方的1.4倍
$829.0M
营收增速更快
SF
高出15.5%
7.5%
净利率更高
SF
高出22.9%
0.5%
两年增速更快
SF
近两年复合增速
2.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $829.0M | $1.1B |
| 净利润 | $4.5M | $264.4M |
| 毛利率 | — | — |
| 营业利润率 | — | 27.3% |
| 净利率 | 0.5% | 23.5% |
| 营收同比 | 7.5% | 23.0% |
| 净利润同比 | -50.8% | 8.3% |
| 每股收益（稀释后） | $0.05 | $2.30 |
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ACHCSF
| Q1 26 | $829.0M | — | ||
| Q4 25 | $821.5M | $1.1B | ||
| Q3 25 | $851.6M | $962.6M | ||
| Q2 25 | $869.2M | $838.9M | ||
| Q1 25 | $770.5M | $842.5M | ||
| Q4 24 | $774.2M | $916.0M | ||
| Q3 24 | $815.6M | $810.9M | ||
| Q2 24 | $796.0M | $798.9M |
净利润ACHCSF
| Q1 26 | $4.5M | — | ||
| Q4 25 | $-1.2B | $264.4M | ||
| Q3 25 | $36.2M | $211.4M | ||
| Q2 25 | $30.1M | $155.1M | ||
| Q1 25 | $8.4M | $53.0M | ||
| Q4 24 | $32.6M | $244.0M | ||
| Q3 24 | $68.1M | $158.5M | ||
| Q2 24 | $78.5M | $165.3M |
营业利润率ACHCSF
| Q1 26 | — | — | ||
| Q4 25 | -142.4% | 27.3% | ||
| Q3 25 | 4.7% | 29.7% | ||
| Q2 25 | 5.8% | 25.5% | ||
| Q1 25 | 1.7% | 7.5% | ||
| Q4 24 | 4.9% | 29.1% | ||
| Q3 24 | 12.1% | 26.7% | ||
| Q2 24 | 13.4% | 28.4% |
净利率ACHCSF
| Q1 26 | 0.5% | — | ||
| Q4 25 | -143.3% | 23.5% | ||
| Q3 25 | 4.3% | 22.0% | ||
| Q2 25 | 3.5% | 18.5% | ||
| Q1 25 | 1.1% | 6.3% | ||
| Q4 24 | 4.2% | 26.6% | ||
| Q3 24 | 8.4% | 19.5% | ||
| Q2 24 | 9.9% | 20.7% |
每股收益（稀释后）ACHCSF
| Q1 26 | $0.05 | — | ||
| Q4 25 | $-12.98 | $2.30 | ||
| Q3 25 | $0.40 | $1.84 | ||
| Q2 25 | $0.33 | $1.34 | ||
| Q1 25 | $0.09 | $0.39 | ||
| Q4 24 | $0.36 | $2.10 | ||
| Q3 24 | $0.74 | $1.34 | ||
| Q2 24 | $0.85 | $1.41 |
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 | $158.5M | $2.3B |
| 总债务越低越好 | $2.5B | $617.4M |
| 股东权益账面价值 | $2.0B | $6.0B |
| 总资产 | $5.5B | $41.3B |
| 负债/权益比越低杠杆越低 | 1.29× | 0.10× |
8季度趋势，按日历期对齐
现金及短期投资ACHCSF
| Q1 26 | $158.5M | — | ||
| Q4 25 | $133.2M | $2.3B | ||
| Q3 25 | $118.7M | $3.2B | ||
| Q2 25 | $131.4M | $1.9B | ||
| Q1 25 | $91.2M | $2.7B | ||
| Q4 24 | $76.3M | $2.6B | ||
| Q3 24 | $82.1M | $1.9B | ||
| Q2 24 | $77.2M | $2.6B |
总债务ACHCSF
| Q1 26 | $2.5B | — | ||
| Q4 25 | $2.5B | $617.4M | ||
| Q3 25 | $2.3B | $617.2M | ||
| Q2 25 | $2.3B | $617.0M | ||
| Q1 25 | $2.2B | $616.8M | ||
| Q4 24 | $2.0B | $616.6M | ||
| Q3 24 | $1.9B | $616.4M | ||
| Q2 24 | $1.8B | $1.1B |
股东权益ACHCSF
| Q1 26 | $2.0B | — | ||
| Q4 25 | $1.9B | $6.0B | ||
| Q3 25 | $3.1B | $5.8B | ||
| Q2 25 | $3.1B | $5.6B | ||
| Q1 25 | $3.0B | $5.5B | ||
| Q4 24 | $3.1B | $5.7B | ||
| Q3 24 | $3.0B | $5.6B | ||
| Q2 24 | $3.0B | $5.4B |
总资产ACHCSF
| Q1 26 | $5.5B | — | ||
| Q4 25 | $5.5B | $41.3B | ||
| Q3 25 | $6.4B | $41.7B | ||
| Q2 25 | $6.3B | $39.9B | ||
| Q1 25 | $6.1B | $40.4B | ||
| Q4 24 | $6.0B | $39.9B | ||
| Q3 24 | $5.9B | $38.9B | ||
| Q2 24 | $5.7B | $37.8B |
负债/权益比ACHCSF
| Q1 26 | 1.29× | — | ||
| Q4 25 | 1.28× | 0.10× | ||
| Q3 25 | 0.74× | 0.11× | ||
| Q2 25 | 0.74× | 0.11× | ||
| Q1 25 | 0.72× | 0.11× | ||
| Q4 24 | 0.64× | 0.11× | ||
| Q3 24 | 0.62× | 0.11× | ||
| Q2 24 | 0.62× | 0.21× |
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 | $61.5M | $382.4M |
| 自由现金流经营现金流 - 资本支出 | — | $369.0M |
| 自由现金流率自由现金流/营收 | — | 32.7% |
| 资本支出强度资本支出/营收 | — | 1.2% |
| 现金转化率经营现金流/净利润 | 13.78× | 1.45× |
| 过去12个月自由现金流最近4个季度 | — | $1.1B |
8季度趋势，按日历期对齐
经营现金流ACHCSF
| Q1 26 | $61.5M | — | ||
| Q4 25 | $-86.3M | $382.4M | ||
| Q3 25 | $73.2M | $338.3M | ||
| Q2 25 | $133.5M | $607.5M | ||
| Q1 25 | $11.5M | $-211.2M | ||
| Q4 24 | $116.7M | $694.6M | ||
| Q3 24 | $163.1M | $198.3M | ||
| Q2 24 | $171.1M | $207.2M |
自由现金流ACHCSF
| Q1 26 | — | — | ||
| Q4 25 | $-179.5M | $369.0M | ||
| Q3 25 | $-63.0M | $321.1M | ||
| Q2 25 | $-34.2M | $592.7M | ||
| Q1 25 | $-163.2M | $-227.8M | ||
| Q4 24 | $-86.8M | $677.2M | ||
| Q3 24 | $-27.1M | $185.6M | ||
| Q2 24 | $16.9M | $173.3M |
自由现金流率ACHCSF
| Q1 26 | — | — | ||
| Q4 25 | -21.8% | 32.7% | ||
| Q3 25 | -7.4% | 33.4% | ||
| Q2 25 | -3.9% | 70.6% | ||
| Q1 25 | -21.2% | -27.0% | ||
| Q4 24 | -11.2% | 73.9% | ||
| Q3 24 | -3.3% | 22.9% | ||
| Q2 24 | 2.1% | 21.7% |
资本支出强度ACHCSF
| Q1 26 | — | — | ||
| Q4 25 | 11.3% | 1.2% | ||
| Q3 25 | 16.0% | 1.8% | ||
| Q2 25 | 19.3% | 1.8% | ||
| Q1 25 | 22.7% | 2.0% | ||
| Q4 24 | 26.3% | 1.9% | ||
| Q3 24 | 23.3% | 1.6% | ||
| Q2 24 | 19.4% | 4.2% |
现金转化率ACHCSF
| Q1 26 | 13.78× | — | ||
| Q4 25 | — | 1.45× | ||
| Q3 25 | 2.02× | 1.60× | ||
| Q2 25 | 4.43× | 3.92× | ||
| Q1 25 | 1.37× | -3.99× | ||
| Q4 24 | 3.58× | 2.85× | ||
| Q3 24 | 2.39× | 1.25× | ||
| Q2 24 | 2.18× | 1.25× |
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
ACHC
| Acute Inpatient Psychiatric Facilities | $471.0M | 57% |
| Other | $140.0M | 17% |
| Specialty Treatment Facilities | $128.0M | 15% |
| Residential Treatment Facilities | $90.0M | 11% |
SF
暂无分部数据
