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AFFILIATED MANAGERS GROUP, INC.（AMG）与Stitch Fix, Inc.（SFIX）财务数据对比。点击上方公司名可切换其他公司
AFFILIATED MANAGERS GROUP, INC.的季度营收约是Stitch Fix, Inc.的1.6倍（$556.6M vs $342.1M），AFFILIATED MANAGERS GROUP, INC.净利率更高（62.4% vs -1.9%，领先64.3%），Stitch Fix, Inc.同比增速更快（7.3% vs 6.2%），AFFILIATED MANAGERS GROUP, INC.自由现金流更多（$254.5M vs $5.6M），过去两年AFFILIATED MANAGERS GROUP, INC.的营收复合增速更高（5.5% vs 1.8%）
Affiliated Managers Group（简称AMG）是一家成立于1993年的美国金融服务企业，总部位于佛罗里达州西棕榈滩。公司股票在纽约证券交易所挂牌交易，代码为AMG，同时是标普400美国中型企业指数的成份股。
Stitch Fix是美国的在线个人造型服务平台，依托推荐算法与数据科学技术，根据顾客的身形尺寸、预算和风格偏好推送个性化服饰单品。该公司创立于2011年，2017年完成首次公开募股，目前总部位于旧金山。
AMG vs SFIX — 直观对比
营收规模更大
AMG
是对方的1.6倍
$342.1M
营收增速更快
SFIX
高出1.2%
6.2%
净利率更高
AMG
高出64.3%
-1.9%
自由现金流更多
AMG
多$248.9M
$5.6M
两年增速更快
AMG
近两年复合增速
1.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $556.6M | $342.1M |
| 净利润 | $347.5M | $-6.4M |
| 毛利率 | — | 43.6% |
| 营业利润率 | 94.4% | -2.5% |
| 净利率 | 62.4% | -1.9% |
| 营收同比 | 6.2% | 7.3% |
| 净利润同比 | 114.2% | -1.7% |
| 每股收益（稀释后） | $10.87 | $-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AMGSFIX
| Q4 25 | $556.6M | $342.1M | ||
| Q3 25 | $528.0M | $311.2M | ||
| Q2 25 | $493.2M | $325.0M | ||
| Q1 25 | $496.6M | $312.1M | ||
| Q4 24 | $524.3M | $318.8M | ||
| Q3 24 | $516.4M | $319.6M | ||
| Q2 24 | $500.3M | $322.7M | ||
| Q1 24 | $499.9M | $330.4M |
净利润AMGSFIX
| Q4 25 | $347.5M | $-6.4M | ||
| Q3 25 | $212.4M | $-8.6M | ||
| Q2 25 | $84.3M | $-7.4M | ||
| Q1 25 | $72.4M | $-6.5M | ||
| Q4 24 | $162.2M | $-6.3M | ||
| Q3 24 | $123.6M | $-36.5M | ||
| Q2 24 | $76.0M | $-21.3M | ||
| Q1 24 | $149.8M | $-35.5M |
毛利率AMGSFIX
| Q4 25 | — | 43.6% | ||
| Q3 25 | — | 43.6% | ||
| Q2 25 | — | 44.2% | ||
| Q1 25 | — | 44.5% | ||
| Q4 24 | — | 45.4% | ||
| Q3 24 | — | 44.6% | ||
| Q2 24 | — | 45.5% | ||
| Q1 24 | — | 43.4% |
营业利润率AMGSFIX
| Q4 25 | 94.4% | -2.5% | ||
| Q3 25 | 68.7% | -3.6% | ||
| Q2 25 | 34.8% | -3.0% | ||
| Q1 25 | 25.5% | -2.9% | ||
| Q4 24 | 52.2% | -2.8% | ||
| Q3 24 | 42.0% | -13.1% | ||
| Q2 24 | 35.6% | -7.7% | ||
| Q1 24 | 50.8% | -11.5% |
净利率AMGSFIX
| Q4 25 | 62.4% | -1.9% | ||
| Q3 25 | 40.2% | -2.8% | ||
| Q2 25 | 17.1% | -2.3% | ||
| Q1 25 | 14.6% | -2.1% | ||
| Q4 24 | 30.9% | -2.0% | ||
| Q3 24 | 23.9% | -11.4% | ||
| Q2 24 | 15.2% | -6.6% | ||
| Q1 24 | 30.0% | -10.8% |
每股收益（稀释后）AMGSFIX
| Q4 25 | $10.87 | $-0.05 | ||
| Q3 25 | $6.87 | $-0.06 | ||
| Q2 25 | $2.80 | $-0.06 | ||
| Q1 25 | $2.20 | $-0.05 | ||
| Q4 24 | $4.95 | $-0.05 | ||
| Q3 24 | $3.78 | $-0.29 | ||
| Q2 24 | $2.26 | $-0.18 | ||
| Q1 24 | $4.14 | $-0.30 |
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 | $586.0M | $244.2M |
| 总债务越低越好 | $2.7B | — |
| 股东权益账面价值 | $3.2B | $204.1M |
| 总资产 | $9.2B | $530.7M |
| 负债/权益比越低杠杆越低 | 0.83× | — |
8季度趋势，按日历期对齐
现金及短期投资AMGSFIX
| Q4 25 | $586.0M | $244.2M | ||
| Q3 25 | $476.1M | $234.9M | ||
| Q2 25 | $361.0M | $234.2M | ||
| Q1 25 | $816.5M | $219.1M | ||
| Q4 24 | $950.0M | $253.3M | ||
| Q3 24 | $1.0B | $247.0M | ||
| Q2 24 | $865.5M | $244.5M | ||
| Q1 24 | $793.4M | $229.8M |
总债务AMGSFIX
| Q4 25 | $2.7B | — | ||
| Q3 25 | $2.4B | — | ||
| Q2 25 | $2.6B | — | ||
| Q1 25 | $2.6B | — | ||
| Q4 24 | $2.6B | — | ||
| Q3 24 | $2.6B | — | ||
| Q2 24 | $2.5B | — | ||
| Q1 24 | $2.5B | — |
股东权益AMGSFIX
| Q4 25 | $3.2B | $204.1M | ||
| Q3 25 | $3.3B | $203.0M | ||
| Q2 25 | $3.2B | $200.4M | ||
| Q1 25 | $3.2B | $197.8M | ||
| Q4 24 | $3.3B | $190.5M | ||
| Q3 24 | $3.3B | $187.0M | ||
| Q2 24 | $3.3B | $208.9M | ||
| Q1 24 | $3.6B | $213.3M |
总资产AMGSFIX
| Q4 25 | $9.2B | $530.7M | ||
| Q3 25 | $8.9B | $480.6M | ||
| Q2 25 | $8.8B | $484.7M | ||
| Q1 25 | $8.7B | $472.6M | ||
| Q4 24 | $8.8B | $507.1M | ||
| Q3 24 | $8.9B | $486.9M | ||
| Q2 24 | $8.8B | $537.0M | ||
| Q1 24 | $9.0B | $538.3M |
负债/权益比AMGSFIX
| Q4 25 | 0.83× | — | ||
| Q3 25 | 0.71× | — | ||
| Q2 25 | 0.81× | — | ||
| Q1 25 | 0.82× | — | ||
| Q4 24 | 0.78× | — | ||
| Q3 24 | 0.79× | — | ||
| Q2 24 | 0.76× | — | ||
| Q1 24 | 0.70× | — |
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 | $256.4M | $10.9M |
| 自由现金流经营现金流 - 资本支出 | $254.5M | $5.6M |
| 自由现金流率自由现金流/营收 | 45.7% | 1.6% |
| 资本支出强度资本支出/营收 | 0.3% | 1.6% |
| 现金转化率经营现金流/净利润 | 0.74× | — |
| 过去12个月自由现金流最近4个季度 | $967.1M | $4.9M |
8季度趋势，按日历期对齐
经营现金流AMGSFIX
| Q4 25 | $256.4M | $10.9M | ||
| Q3 25 | $277.1M | $7.0M | ||
| Q2 25 | $230.8M | $20.5M | ||
| Q1 25 | $208.9M | $-16.2M | ||
| Q4 24 | $212.5M | $14.3M | ||
| Q3 24 | $265.2M | $8.2M | ||
| Q2 24 | $245.2M | $21.7M | ||
| Q1 24 | $209.2M | $-22.3M |
自由现金流AMGSFIX
| Q4 25 | $254.5M | $5.6M | ||
| Q3 25 | $275.9M | $2.8M | ||
| Q2 25 | $229.4M | $16.0M | ||
| Q1 25 | $207.3M | $-19.4M | ||
| Q4 24 | $211.4M | $9.9M | ||
| Q3 24 | $264.5M | $4.5M | ||
| Q2 24 | $244.6M | $18.9M | ||
| Q1 24 | $208.2M | $-26.1M |
自由现金流率AMGSFIX
| Q4 25 | 45.7% | 1.6% | ||
| Q3 25 | 52.3% | 0.9% | ||
| Q2 25 | 46.5% | 4.9% | ||
| Q1 25 | 41.7% | -6.2% | ||
| Q4 24 | 40.3% | 3.1% | ||
| Q3 24 | 51.2% | 1.4% | ||
| Q2 24 | 48.9% | 5.9% | ||
| Q1 24 | 41.6% | -7.9% |
资本支出强度AMGSFIX
| Q4 25 | 0.3% | 1.6% | ||
| Q3 25 | 0.2% | 1.4% | ||
| Q2 25 | 0.3% | 1.4% | ||
| Q1 25 | 0.3% | 1.0% | ||
| Q4 24 | 0.2% | 1.4% | ||
| Q3 24 | 0.1% | 1.2% | ||
| Q2 24 | 0.1% | 0.9% | ||
| Q1 24 | 0.2% | 1.1% |
现金转化率AMGSFIX
| Q4 25 | 0.74× | — | ||
| Q3 25 | 1.30× | — | ||
| Q2 25 | 2.74× | — | ||
| Q1 25 | 2.89× | — | ||
| Q4 24 | 1.31× | — | ||
| Q3 24 | 2.15× | — | ||
| Q2 24 | 3.23× | — | ||
| Q1 24 | 1.40× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
