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Alight, Inc.（ALIT）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Alight, Inc.的2.6倍（$1.7B vs $653.0M），STIFEL FINANCIAL CORP净利率更高（15.1% vs -142.7%，领先157.8%），STIFEL FINANCIAL CORP同比增速更快（17.7% vs -4.0%），过去两年STIFEL FINANCIAL CORP的营收复合增速更高（44.4% vs 8.1%）
Alight公司是一家美国信息技术与咨询企业，专注于人力资源相关业务，主打基于云的系统服务、业务外包与咨询服务，为大型企业提供人力资本管理平台与外包方案，业务范围涵盖健康福利管理、财务管理以及退休规划等领域。
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。
ALIT vs SF — 直观对比
营收规模更大
SF
是对方的2.6倍
$653.0M
营收增速更快
SF
高出21.7%
-4.0%
净利率更高
SF
高出157.8%
-142.7%
两年增速更快
SF
近两年复合增速
8.1%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $653.0M | $1.7B |
| 净利润 | $-932.0M | $251.4M |
| 毛利率 | 36.8% | — |
| 营业利润率 | -114.9% | 30.8% |
| 净利率 | -142.7% | 15.1% |
| 营收同比 | -4.0% | 17.7% |
| 净利润同比 | -11750.0% | 374.4% |
| 每股收益（稀释后） | $-1.77 | $1.48 |
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ALITSF
| Q1 26 | — | $1.7B | ||
| Q4 25 | $653.0M | $1.1B | ||
| Q3 25 | $533.0M | $962.6M | ||
| Q2 25 | $528.0M | $838.9M | ||
| Q1 25 | $548.0M | $842.5M | ||
| Q4 24 | $680.0M | $916.0M | ||
| Q3 24 | $555.0M | $810.9M | ||
| Q2 24 | $538.0M | $798.9M |
净利润ALITSF
| Q1 26 | — | $251.4M | ||
| Q4 25 | $-932.0M | $264.4M | ||
| Q3 25 | $-1.1B | $211.4M | ||
| Q2 25 | $-1.1B | $155.1M | ||
| Q1 25 | $-25.0M | $53.0M | ||
| Q4 24 | $8.0M | $244.0M | ||
| Q3 24 | $-74.0M | $158.5M | ||
| Q2 24 | $23.0M | $165.3M |
毛利率ALITSF
| Q1 26 | — | — | ||
| Q4 25 | 36.8% | — | ||
| Q3 25 | 33.4% | — | ||
| Q2 25 | 33.3% | — | ||
| Q1 25 | 31.2% | — | ||
| Q4 24 | 39.9% | — | ||
| Q3 24 | 31.4% | — | ||
| Q2 24 | 31.0% | — |
营业利润率ALITSF
| Q1 26 | — | 30.8% | ||
| Q4 25 | -114.9% | 27.3% | ||
| Q3 25 | -248.0% | 29.7% | ||
| Q2 25 | -191.3% | 25.5% | ||
| Q1 25 | -1.5% | 7.5% | ||
| Q4 24 | 6.5% | 29.1% | ||
| Q3 24 | -7.6% | 26.7% | ||
| Q2 24 | -9.7% | 28.4% |
净利率ALITSF
| Q1 26 | — | 15.1% | ||
| Q4 25 | -142.7% | 23.5% | ||
| Q3 25 | -200.2% | 22.0% | ||
| Q2 25 | -203.2% | 18.5% | ||
| Q1 25 | -4.6% | 6.3% | ||
| Q4 24 | 1.2% | 26.6% | ||
| Q3 24 | -13.3% | 19.5% | ||
| Q2 24 | 4.3% | 20.7% |
每股收益（稀释后）ALITSF
| Q1 26 | — | $1.48 | ||
| Q4 25 | $-1.77 | $2.30 | ||
| Q3 25 | $-2.02 | $1.84 | ||
| Q2 25 | $-2.03 | $1.34 | ||
| Q1 25 | $-0.05 | $0.39 | ||
| Q4 24 | $0.02 | $2.10 | ||
| Q3 24 | $-0.14 | $1.34 | ||
| Q2 24 | $0.04 | $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 | $273.0M | — |
| 总债务越低越好 | $2.0B | — |
| 股东权益账面价值 | $1.0B | $332.3M |
| 总资产 | $4.6B | $42.9B |
| 负债/权益比越低杠杆越低 | 1.92× | — |
8季度趋势，按日历期对齐
现金及短期投资ALITSF
| Q1 26 | — | — | ||
| Q4 25 | $273.0M | $2.3B | ||
| Q3 25 | $205.0M | $3.2B | ||
| Q2 25 | $227.0M | $1.9B | ||
| Q1 25 | $223.0M | $2.7B | ||
| Q4 24 | $343.0M | $2.6B | ||
| Q3 24 | $300.0M | $1.9B | ||
| Q2 24 | $183.0M | $2.6B |
总债务ALITSF
| Q1 26 | — | — | ||
| Q4 25 | $2.0B | $617.4M | ||
| Q3 25 | $2.0B | $617.2M | ||
| Q2 25 | $2.0B | $617.0M | ||
| Q1 25 | $2.0B | $616.8M | ||
| Q4 24 | $2.0B | $616.6M | ||
| Q3 24 | $2.0B | $616.4M | ||
| Q2 24 | $2.8B | $1.1B |
股东权益ALITSF
| Q1 26 | — | $332.3M | ||
| Q4 25 | $1.0B | $6.0B | ||
| Q3 25 | $2.0B | $5.8B | ||
| Q2 25 | $3.1B | $5.6B | ||
| Q1 25 | $4.2B | $5.5B | ||
| Q4 24 | $4.3B | $5.7B | ||
| Q3 24 | $4.3B | $5.6B | ||
| Q2 24 | $4.5B | $5.4B |
总资产ALITSF
| Q1 26 | — | $42.9B | ||
| Q4 25 | $4.6B | $41.3B | ||
| Q3 25 | $5.5B | $41.7B | ||
| Q2 25 | $6.8B | $39.9B | ||
| Q1 25 | $7.9B | $40.4B | ||
| Q4 24 | $8.2B | $39.9B | ||
| Q3 24 | $8.3B | $38.9B | ||
| Q2 24 | $10.5B | $37.8B |
负债/权益比ALITSF
| Q1 26 | — | — | ||
| Q4 25 | 1.92× | 0.10× | ||
| Q3 25 | 1.00× | 0.11× | ||
| Q2 25 | 0.65× | 0.11× | ||
| Q1 25 | 0.48× | 0.11× | ||
| Q4 24 | 0.47× | 0.11× | ||
| Q3 24 | 0.47× | 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 | $124.0M | — |
| 自由现金流经营现金流 - 资本支出 | $99.0M | — |
| 自由现金流率自由现金流/营收 | 15.2% | — |
| 资本支出强度资本支出/营收 | 3.8% | — |
| 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 | $250.0M | — |
8季度趋势，按日历期对齐
经营现金流ALITSF
| Q1 26 | — | — | ||
| Q4 25 | $124.0M | $382.4M | ||
| Q3 25 | $77.0M | $338.3M | ||
| Q2 25 | $86.0M | $607.5M | ||
| Q1 25 | $73.0M | $-211.2M | ||
| Q4 24 | $118.0M | $694.6M | ||
| Q3 24 | $-24.0M | $198.3M | ||
| Q2 24 | $58.0M | $207.2M |
自由现金流ALITSF
| Q1 26 | — | — | ||
| Q4 25 | $99.0M | $369.0M | ||
| Q3 25 | $49.0M | $321.1M | ||
| Q2 25 | $58.0M | $592.7M | ||
| Q1 25 | $44.0M | $-227.8M | ||
| Q4 24 | $92.0M | $677.2M | ||
| Q3 24 | $-52.0M | $185.6M | ||
| Q2 24 | $22.0M | $173.3M |
自由现金流率ALITSF
| Q1 26 | — | — | ||
| Q4 25 | 15.2% | 32.7% | ||
| Q3 25 | 9.2% | 33.4% | ||
| Q2 25 | 11.0% | 70.6% | ||
| Q1 25 | 8.0% | -27.0% | ||
| Q4 24 | 13.5% | 73.9% | ||
| Q3 24 | -9.4% | 22.9% | ||
| Q2 24 | 4.1% | 21.7% |
资本支出强度ALITSF
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | 1.2% | ||
| Q3 25 | 5.3% | 1.8% | ||
| Q2 25 | 5.3% | 1.8% | ||
| Q1 25 | 5.3% | 2.0% | ||
| Q4 24 | 3.8% | 1.9% | ||
| Q3 24 | 5.0% | 1.6% | ||
| Q2 24 | 6.7% | 4.2% |
现金转化率ALITSF
| Q1 26 | — | — | ||
| Q4 25 | — | 1.45× | ||
| Q3 25 | — | 1.60× | ||
| Q2 25 | — | 3.92× | ||
| Q1 25 | — | -3.99× | ||
| Q4 24 | 14.75× | 2.85× | ||
| Q3 24 | — | 1.25× | ||
| Q2 24 | 2.52× | 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
ALIT
| Recurring | $607.0M | 93% |
| Projects | $46.0M | 7% |
SF
| Other | $506.7M | 30% |
| Asset management | $459.5M | 28% |
| Investment banking | $341.4M | 20% |
| Commissions | $207.8M | 12% |
| Principal transactions | $150.2M | 9% |
