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亚马逊（AMZN）与STEVEN MADDEN, LTD.（SHOO）财务数据对比。点击上方公司名可切换其他公司
亚马逊的季度营收约是STEVEN MADDEN, LTD.的284.6倍（$213.4B vs $749.8M）。亚马逊净利率更高（9.9% vs 3.3%，领先6.6%）。STEVEN MADDEN, LTD.同比增速更快（29.5% vs 13.6%）。亚马逊自由现金流更多（$14.9B vs $80.8M）。过去两年亚马逊的营收复合增速更高（22.0% vs 16.7%）
亚马逊是全球知名的综合电商与科技企业，业务覆盖北美及全球多个地区，设有北美零售、国际零售、亚马逊云科技（AWS）三大业务板块。除运营线上线下零售渠道、提供消费商品售卖与订阅服务外，也为第三方卖家提供销售平台，还自主研发销售Kindle、Fire平板等电子设备。
Steven Madden, Ltd.是一家上市时尚企业，专注于鞋履及潮流配饰的设计与营销，总部位于纽约长岛市。旗下拥有Dolce Vita、Betsey Johnson、Blondo、BB Dakota、Mad Love等品牌，同时获得Anne Klein、Superga等品牌的授权开展相关业务。
AMZN vs SHOO — 直观对比
营收规模更大
AMZN
是对方的284.6倍
$749.8M
营收增速更快
SHOO
高出15.9%
13.6%
净利率更高
AMZN
高出6.6%
3.3%
自由现金流更多
AMZN
多$14.9B
$80.8M
两年增速更快
AMZN
近两年复合增速
16.7%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $213.4B | $749.8M |
| 净利润 | $21.2B | $24.7M |
| 毛利率 | 48.5% | 42.6% |
| 营业利润率 | 11.7% | 4.8% |
| 净利率 | 9.9% | 3.3% |
| 营收同比 | 13.6% | 29.5% |
| 净利润同比 | 5.9% | -34.8% |
| 每股收益（稀释后） | $1.95 | $0.33 |
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AMZNSHOO
| Q4 25 | $213.4B | $749.8M | ||
| Q3 25 | $180.2B | $664.2M | ||
| Q2 25 | $167.7B | $556.1M | ||
| Q1 25 | $155.7B | $551.4M | ||
| Q4 24 | $187.8B | $578.8M | ||
| Q3 24 | $158.9B | $621.2M | ||
| Q2 24 | $148.0B | $521.7M | ||
| Q1 24 | $143.3B | $550.6M |
净利润AMZNSHOO
| Q4 25 | $21.2B | $24.7M | ||
| Q3 25 | $21.2B | $20.5M | ||
| Q2 25 | $18.2B | $-38.7M | ||
| Q1 25 | $17.1B | $41.3M | ||
| Q4 24 | $20.0B | $37.8M | ||
| Q3 24 | $15.3B | $55.3M | ||
| Q2 24 | $13.5B | $36.9M | ||
| Q1 24 | $10.4B | $44.6M |
毛利率AMZNSHOO
| Q4 25 | 48.5% | 42.6% | ||
| Q3 25 | 50.8% | 41.8% | ||
| Q2 25 | 51.8% | 40.6% | ||
| Q1 25 | 50.6% | 41.0% | ||
| Q4 24 | 47.3% | 40.7% | ||
| Q3 24 | 49.0% | 41.8% | ||
| Q2 24 | 50.1% | 41.6% | ||
| Q1 24 | 49.3% | 40.8% |
营业利润率AMZNSHOO
| Q4 25 | 11.7% | 4.8% | ||
| Q3 25 | 9.7% | 4.7% | ||
| Q2 25 | 11.4% | -7.2% | ||
| Q1 25 | 11.8% | 9.7% | ||
| Q4 24 | 11.3% | 8.1% | ||
| Q3 24 | 11.0% | 12.0% | ||
| Q2 24 | 9.9% | 9.0% | ||
| Q1 24 | 10.7% | 10.3% |
净利率AMZNSHOO
| Q4 25 | 9.9% | 3.3% | ||
| Q3 25 | 11.8% | 3.1% | ||
| Q2 25 | 10.8% | -7.0% | ||
| Q1 25 | 11.0% | 7.5% | ||
| Q4 24 | 10.7% | 6.5% | ||
| Q3 24 | 9.6% | 8.9% | ||
| Q2 24 | 9.1% | 7.1% | ||
| Q1 24 | 7.3% | 8.1% |
每股收益（稀释后）AMZNSHOO
| Q4 25 | $1.95 | $0.33 | ||
| Q3 25 | $1.95 | $0.29 | ||
| Q2 25 | $1.68 | $-0.56 | ||
| Q1 25 | $1.59 | $0.57 | ||
| Q4 24 | $1.86 | $0.49 | ||
| Q3 24 | $1.43 | $0.77 | ||
| Q2 24 | $1.26 | $0.49 | ||
| Q1 24 | $0.98 | $0.60 |
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 | $123.0B | $112.4M |
| 总债务越低越好 | $68.8B | — |
| 股东权益账面价值 | $411.1B | $866.4M |
| 总资产 | $818.0B | $1.9B |
| 负债/权益比越低杠杆越低 | 0.17× | — |
8季度趋势，按日历期对齐
现金及短期投资AMZNSHOO
| Q4 25 | $123.0B | $112.4M | ||
| Q3 25 | $94.2B | $140.0K | ||
| Q2 25 | $93.2B | $111.9M | ||
| Q1 25 | $94.6B | $147.2M | ||
| Q4 24 | $101.2B | $203.4M | ||
| Q3 24 | $88.1B | $11.1M | ||
| Q2 24 | $89.1B | $192.2M | ||
| Q1 24 | $85.1B | $143.1M |
总债务AMZNSHOO
| Q4 25 | $68.8B | — | ||
| Q3 25 | $55.1B | — | ||
| Q2 25 | $56.1B | — | ||
| Q1 25 | $58.8B | — | ||
| Q4 24 | $58.0B | — | ||
| Q3 24 | $60.5B | — | ||
| Q2 24 | $62.7B | — | ||
| Q1 24 | $66.9B | — |
股东权益AMZNSHOO
| Q4 25 | $411.1B | $866.4M | ||
| Q3 25 | $369.6B | $850.8M | ||
| Q2 25 | $333.8B | $833.2M | ||
| Q1 25 | $305.9B | $875.3M | ||
| Q4 24 | $286.0B | $847.7M | ||
| Q3 24 | $259.2B | $833.9M | ||
| Q2 24 | $236.4B | $808.3M | ||
| Q1 24 | $216.7B | $825.2M |
总资产AMZNSHOO
| Q4 25 | $818.0B | $1.9B | ||
| Q3 25 | $727.9B | $2.0B | ||
| Q2 25 | $682.2B | $1.9B | ||
| Q1 25 | $643.3B | $1.4B | ||
| Q4 24 | $624.9B | $1.4B | ||
| Q3 24 | $584.6B | $1.5B | ||
| Q2 24 | $554.8B | $1.4B | ||
| Q1 24 | $531.0B | $1.3B |
负债/权益比AMZNSHOO
| Q4 25 | 0.17× | — | ||
| Q3 25 | 0.15× | — | ||
| Q2 25 | 0.17× | — | ||
| Q1 25 | 0.19× | — | ||
| Q4 24 | 0.20× | — | ||
| Q3 24 | 0.23× | — | ||
| Q2 24 | 0.27× | — | ||
| Q1 24 | 0.31× | — |
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 | $54.5B | $91.1M |
| 自由现金流经营现金流 - 资本支出 | $14.9B | $80.8M |
| 自由现金流率自由现金流/营收 | 7.0% | 10.8% |
| 资本支出强度资本支出/营收 | 18.5% | 1.4% |
| 现金转化率经营现金流/净利润 | 2.57× | 3.70× |
| 过去12个月自由现金流最近4个季度 | $7.7B | $119.5M |
8季度趋势，按日历期对齐
经营现金流AMZNSHOO
| Q4 25 | $54.5B | $91.1M | ||
| Q3 25 | $35.5B | $23.4M | ||
| Q2 25 | $32.5B | $66.5M | ||
| Q1 25 | $17.0B | $-18.8M | ||
| Q4 24 | $45.6B | $103.9M | ||
| Q3 24 | $26.0B | $444.0K | ||
| Q2 24 | $25.3B | $109.5M | ||
| Q1 24 | $19.0B | $-15.7M |
自由现金流AMZNSHOO
| Q4 25 | $14.9B | $80.8M | ||
| Q3 25 | $430.0M | $8.6M | ||
| Q2 25 | $332.0M | $58.8M | ||
| Q1 25 | $-8.0B | $-28.7M | ||
| Q4 24 | $17.8B | $94.6M | ||
| Q3 24 | $3.4B | $-6.9M | ||
| Q2 24 | $7.7B | $104.2M | ||
| Q1 24 | $4.1B | $-19.7M |
自由现金流率AMZNSHOO
| Q4 25 | 7.0% | 10.8% | ||
| Q3 25 | 0.2% | 1.3% | ||
| Q2 25 | 0.2% | 10.6% | ||
| Q1 25 | -5.1% | -5.2% | ||
| Q4 24 | 9.5% | 16.3% | ||
| Q3 24 | 2.1% | -1.1% | ||
| Q2 24 | 5.2% | 20.0% | ||
| Q1 24 | 2.8% | -3.6% |
资本支出强度AMZNSHOO
| Q4 25 | 18.5% | 1.4% | ||
| Q3 25 | 19.5% | 2.2% | ||
| Q2 25 | 19.2% | 1.4% | ||
| Q1 25 | 16.1% | 1.8% | ||
| Q4 24 | 14.8% | 1.6% | ||
| Q3 24 | 14.2% | 1.2% | ||
| Q2 24 | 11.9% | 1.0% | ||
| Q1 24 | 10.4% | 0.7% |
现金转化率AMZNSHOO
| Q4 25 | 2.57× | 3.70× | ||
| Q3 25 | 1.68× | 1.14× | ||
| Q2 25 | 1.79× | — | ||
| Q1 25 | 0.99× | -0.46× | ||
| Q4 24 | 2.28× | 2.75× | ||
| Q3 24 | 1.69× | 0.01× | ||
| Q2 24 | 1.87× | 2.96× | ||
| Q1 24 | 1.82× | -0.35× |
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
AMZN
| Products | $90.0B | 42% |
| Third Party Seller Services | $52.8B | 25% |
| Other | $49.9B | 23% |
| Subscription Services | $13.1B | 6% |
| Physical Stores | $5.9B | 3% |
| Other Services | $1.7B | 1% |
SHOO
暂无分部数据
