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Artisan Partners Asset Management Inc.（APAM）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
Stitch Fix, Inc.的季度营收约是Artisan Partners Asset Management Inc.的1.0倍（$342.1M vs $335.5M），Artisan Partners Asset Management Inc.净利率更高（35.2% vs -1.9%，领先37.1%），Artisan Partners Asset Management Inc.同比增速更快（12.9% vs 7.3%），Artisan Partners Asset Management Inc.自由现金流更多（$171.6M vs $5.6M），过去两年Artisan Partners Asset Management Inc.的营收复合增速更高（12.7% vs 1.8%）
阿蒂森伙伴资产管理公司（Artisan Partners）是总部位于美国威斯康星州密尔沃基的资产管理机构，除美国本土外，还在都柏林、香港、伦敦、新加坡、悉尼设有办公室，为全球客户提供专业的资产管理服务。
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。
APAM vs SFIX — 直观对比
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $335.5M | $342.1M |
| 净利润 | $118.1M | $-6.4M |
| 毛利率 | — | 43.6% |
| 营业利润率 | 39.2% | -2.5% |
| 净利率 | 35.2% | -1.9% |
| 营收同比 | 12.9% | 7.3% |
| 净利润同比 | 34.9% | -1.7% |
| 每股收益（稀释后） | $1.36 | $-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
| Q4 25 | $335.5M | $342.1M | ||
| Q3 25 | $301.3M | $311.2M | ||
| Q2 25 | $282.7M | $325.0M | ||
| Q1 25 | $277.1M | $312.1M | ||
| Q4 24 | $297.1M | $318.8M | ||
| Q3 24 | $279.6M | $319.6M | ||
| Q2 24 | $270.8M | $322.7M | ||
| Q1 24 | $264.4M | $330.4M |
| Q4 25 | $118.1M | $-6.4M | ||
| Q3 25 | $66.8M | $-8.6M | ||
| Q2 25 | $67.6M | $-7.4M | ||
| Q1 25 | $61.1M | $-6.5M | ||
| Q4 24 | $87.5M | $-6.3M | ||
| Q3 24 | $73.0M | $-36.5M | ||
| Q2 24 | $57.6M | $-21.3M | ||
| Q1 24 | $59.5M | $-35.5M |
| 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% |
| Q4 25 | 39.2% | -2.5% | ||
| Q3 25 | 33.8% | -3.6% | ||
| Q2 25 | 28.2% | -3.0% | ||
| Q1 25 | 31.2% | -2.9% | ||
| Q4 24 | 36.7% | -2.8% | ||
| Q3 24 | 33.3% | -13.1% | ||
| Q2 24 | 32.0% | -7.7% | ||
| Q1 24 | 29.4% | -11.5% |
| Q4 25 | 35.2% | -1.9% | ||
| Q3 25 | 22.2% | -2.8% | ||
| Q2 25 | 23.9% | -2.3% | ||
| Q1 25 | 22.1% | -2.1% | ||
| Q4 24 | 29.5% | -2.0% | ||
| Q3 24 | 26.1% | -11.4% | ||
| Q2 24 | 21.3% | -6.6% | ||
| Q1 24 | 22.5% | -10.8% |
| Q4 25 | $1.36 | $-0.05 | ||
| Q3 25 | $0.93 | $-0.06 | ||
| Q2 25 | $0.94 | $-0.06 | ||
| Q1 25 | $0.82 | $-0.05 | ||
| Q4 24 | $0.99 | $-0.05 | ||
| Q3 24 | $1.03 | $-0.29 | ||
| Q2 24 | $0.80 | $-0.18 | ||
| Q1 24 | $0.84 | $-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 | — | $244.2M |
| 总债务越低越好 | $190.0M | — |
| 股东权益账面价值 | $438.8M | $204.1M |
| 总资产 | $1.6B | $530.7M |
| 负债/权益比越低杠杆越低 | 0.43× | — |
8季度趋势，按日历期对齐
| Q4 25 | — | $244.2M | ||
| Q3 25 | — | $234.9M | ||
| Q2 25 | — | $234.2M | ||
| Q1 25 | — | $219.1M | ||
| Q4 24 | — | $253.3M | ||
| Q3 24 | — | $247.0M | ||
| Q2 24 | — | $244.5M | ||
| Q1 24 | — | $229.8M |
| Q4 25 | $190.0M | — | ||
| Q3 25 | $190.0M | — | ||
| Q2 25 | $200.0M | — | ||
| Q1 25 | $200.0M | — | ||
| Q4 24 | $200.0M | — | ||
| Q3 24 | $200.0M | — | ||
| Q2 24 | $200.0M | — | ||
| Q1 24 | $200.0M | — |
| Q4 25 | $438.8M | $204.1M | ||
| Q3 25 | $402.1M | $203.0M | ||
| Q2 25 | $381.8M | $200.4M | ||
| Q1 25 | $356.5M | $197.8M | ||
| Q4 24 | $388.9M | $190.5M | ||
| Q3 24 | $372.1M | $187.0M | ||
| Q2 24 | $341.2M | $208.9M | ||
| Q1 24 | $320.3M | $213.3M |
| Q4 25 | $1.6B | $530.7M | ||
| Q3 25 | $1.6B | $480.6M | ||
| Q2 25 | $1.4B | $484.7M | ||
| Q1 25 | $1.4B | $472.6M | ||
| Q4 24 | $1.6B | $507.1M | ||
| Q3 24 | $1.6B | $486.9M | ||
| Q2 24 | $1.5B | $537.0M | ||
| Q1 24 | $1.5B | $538.3M |
| Q4 25 | 0.43× | — | ||
| Q3 25 | 0.47× | — | ||
| Q2 25 | 0.52× | — | ||
| Q1 25 | 0.56× | — | ||
| Q4 24 | 0.51× | — | ||
| Q3 24 | 0.54× | — | ||
| Q2 24 | 0.59× | — | ||
| Q1 24 | 0.62× | — |
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 | $172.0M | $10.9M |
| 自由现金流经营现金流 - 资本支出 | $171.6M | $5.6M |
| 自由现金流率自由现金流/营收 | 51.2% | 1.6% |
| 资本支出强度资本支出/营收 | 0.1% | 1.6% |
| 现金转化率经营现金流/净利润 | 1.46× | — |
| 过去12个月自由现金流最近4个季度 | $420.6M | $4.9M |
8季度趋势，按日历期对齐
| Q4 25 | $172.0M | $10.9M | ||
| Q3 25 | $40.4M | $7.0M | ||
| Q2 25 | $50.9M | $20.5M | ||
| Q1 25 | $157.9M | $-16.2M | ||
| Q4 24 | $372.8M | $14.3M | ||
| Q3 24 | $112.8M | $8.2M | ||
| Q2 24 | $75.9M | $21.7M | ||
| Q1 24 | $147.0M | $-22.3M |
| Q4 25 | $171.6M | $5.6M | ||
| Q3 25 | $40.4M | $2.8M | ||
| Q2 25 | $50.9M | $16.0M | ||
| Q1 25 | $157.7M | $-19.4M | ||
| Q4 24 | $371.3M | $9.9M | ||
| Q3 24 | $112.4M | $4.5M | ||
| Q2 24 | $75.2M | $18.9M | ||
| Q1 24 | $146.9M | $-26.1M |
| Q4 25 | 51.2% | 1.6% | ||
| Q3 25 | 13.4% | 0.9% | ||
| Q2 25 | 18.0% | 4.9% | ||
| Q1 25 | 56.9% | -6.2% | ||
| Q4 24 | 125.0% | 3.1% | ||
| Q3 24 | 40.2% | 1.4% | ||
| Q2 24 | 27.8% | 5.9% | ||
| Q1 24 | 55.6% | -7.9% |
| Q4 25 | 0.1% | 1.6% | ||
| Q3 25 | 0.0% | 1.4% | ||
| Q2 25 | 0.0% | 1.4% | ||
| Q1 25 | 0.1% | 1.0% | ||
| Q4 24 | 0.5% | 1.4% | ||
| Q3 24 | 0.1% | 1.2% | ||
| Q2 24 | 0.2% | 0.9% | ||
| Q1 24 | 0.0% | 1.1% |
| Q4 25 | 1.46× | — | ||
| Q3 25 | 0.60× | — | ||
| Q2 25 | 0.75× | — | ||
| Q1 25 | 2.58× | — | ||
| Q4 24 | 4.26× | — | ||
| Q3 24 | 1.54× | — | ||
| Q2 24 | 1.32× | — | ||
| Q1 24 | 2.47× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
