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APPFOLIO INC（APPF）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APPFOLIO INC的1.3倍（$342.1M vs $262.2M），APPFOLIO INC净利率更高（16.2% vs -1.9%，领先18.0%），APPFOLIO INC同比增速更快（20.4% vs 7.3%），过去两年APPFOLIO INC的营收复合增速更高（15.3% vs 1.8%）
AppFolio Inc.是一家2006年成立的美国企业，专注服务房地产行业，为客户提供软件即服务（SaaS）类应用产品及相关配套服务，助力房地产相关经营主体优化管理流程、提升运营效率。
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。
APPF vs SFIX — 直观对比
营收规模更大
SFIX
是对方的1.3倍
$262.2M
营收增速更快
APPF
高出13.1%
7.3%
净利率更高
APPF
高出18.0%
-1.9%
两年增速更快
APPF
近两年复合增速
1.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $262.2M | $342.1M |
| 净利润 | $42.4M | $-6.4M |
| 毛利率 | — | 43.6% |
| 营业利润率 | 19.4% | -2.5% |
| 净利率 | 16.2% | -1.9% |
| 营收同比 | 20.4% | 7.3% |
| 净利润同比 | 35.2% | -1.7% |
| 每股收益（稀释后） | $1.18 | $-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APPFSFIX
| Q1 26 | $262.2M | — | ||
| Q4 25 | $248.2M | $342.1M | ||
| Q3 25 | $249.4M | $311.2M | ||
| Q2 25 | $235.6M | $325.0M | ||
| Q1 25 | $217.7M | $312.1M | ||
| Q4 24 | $203.7M | $318.8M | ||
| Q3 24 | $205.7M | $319.6M | ||
| Q2 24 | $197.4M | $322.7M |
净利润APPFSFIX
| Q1 26 | $42.4M | — | ||
| Q4 25 | $39.9M | $-6.4M | ||
| Q3 25 | $33.6M | $-8.6M | ||
| Q2 25 | $36.0M | $-7.4M | ||
| Q1 25 | $31.4M | $-6.5M | ||
| Q4 24 | $102.7M | $-6.3M | ||
| Q3 24 | $33.0M | $-36.5M | ||
| Q2 24 | $29.7M | $-21.3M |
毛利率APPFSFIX
| Q1 26 | — | — | ||
| 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% |
营业利润率APPFSFIX
| Q1 26 | 19.4% | — | ||
| Q4 25 | 17.6% | -2.5% | ||
| Q3 25 | 14.1% | -3.6% | ||
| Q2 25 | 17.2% | -3.0% | ||
| Q1 25 | 15.5% | -2.9% | ||
| Q4 24 | 11.3% | -2.8% | ||
| Q3 24 | 20.7% | -13.1% | ||
| Q2 24 | 18.3% | -7.7% |
净利率APPFSFIX
| Q1 26 | 16.2% | — | ||
| Q4 25 | 16.1% | -1.9% | ||
| Q3 25 | 13.5% | -2.8% | ||
| Q2 25 | 15.3% | -2.3% | ||
| Q1 25 | 14.4% | -2.1% | ||
| Q4 24 | 50.4% | -2.0% | ||
| Q3 24 | 16.0% | -11.4% | ||
| Q2 24 | 15.0% | -6.6% |
每股收益（稀释后）APPFSFIX
| Q1 26 | $1.18 | — | ||
| Q4 25 | $1.10 | $-0.05 | ||
| Q3 25 | $0.93 | $-0.06 | ||
| Q2 25 | $0.99 | $-0.06 | ||
| Q1 25 | $0.86 | $-0.05 | ||
| Q4 24 | $2.79 | $-0.05 | ||
| Q3 24 | $0.90 | $-0.29 | ||
| Q2 24 | $0.81 | $-0.18 |
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 | $147.4M | $244.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $470.2M | $204.1M |
| 总资产 | $580.6M | $530.7M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资APPFSFIX
| Q1 26 | $147.4M | — | ||
| Q4 25 | $107.0M | $244.2M | ||
| Q3 25 | $76.1M | $234.9M | ||
| Q2 25 | $73.5M | $234.2M | ||
| Q1 25 | $56.9M | $219.1M | ||
| Q4 24 | $42.5M | $253.3M | ||
| Q3 24 | $62.4M | $247.0M | ||
| Q2 24 | $59.6M | $244.5M |
股东权益APPFSFIX
| Q1 26 | $470.2M | — | ||
| Q4 25 | $542.6M | $204.1M | ||
| Q3 25 | $498.9M | $203.0M | ||
| Q2 25 | $455.6M | $200.4M | ||
| Q1 25 | $462.1M | $197.8M | ||
| Q4 24 | $519.3M | $190.5M | ||
| Q3 24 | $412.8M | $187.0M | ||
| Q2 24 | $371.4M | $208.9M |
总资产APPFSFIX
| Q1 26 | $580.6M | — | ||
| Q4 25 | $689.0M | $530.7M | ||
| Q3 25 | $640.5M | $480.6M | ||
| Q2 25 | $567.4M | $484.7M | ||
| Q1 25 | $564.7M | $472.6M | ||
| Q4 24 | $626.7M | $507.1M | ||
| Q3 24 | $523.3M | $486.9M | ||
| Q2 24 | $479.3M | $537.0M |
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 | $34.3M | $10.9M |
| 自由现金流经营现金流 - 资本支出 | — | $5.6M |
| 自由现金流率自由现金流/营收 | — | 1.6% |
| 资本支出强度资本支出/营收 | — | 1.6% |
| 现金转化率经营现金流/净利润 | 0.81× | — |
| 过去12个月自由现金流最近4个季度 | — | $4.9M |
8季度趋势，按日历期对齐
经营现金流APPFSFIX
| Q1 26 | $34.3M | — | ||
| Q4 25 | $65.0M | $10.9M | ||
| Q3 25 | $86.0M | $7.0M | ||
| Q2 25 | $52.6M | $20.5M | ||
| Q1 25 | $38.5M | $-16.2M | ||
| Q4 24 | $36.6M | $14.3M | ||
| Q3 24 | $57.8M | $8.2M | ||
| Q2 24 | $50.9M | $21.7M |
自由现金流APPFSFIX
| Q1 26 | — | — | ||
| Q4 25 | $63.7M | $5.6M | ||
| Q3 25 | $84.7M | $2.8M | ||
| Q2 25 | $52.4M | $16.0M | ||
| Q1 25 | $38.2M | $-19.4M | ||
| Q4 24 | $36.4M | $9.9M | ||
| Q3 24 | $57.4M | $4.5M | ||
| Q2 24 | $50.8M | $18.9M |
自由现金流率APPFSFIX
| Q1 26 | — | — | ||
| Q4 25 | 25.7% | 1.6% | ||
| Q3 25 | 34.0% | 0.9% | ||
| Q2 25 | 22.2% | 4.9% | ||
| Q1 25 | 17.6% | -6.2% | ||
| Q4 24 | 17.9% | 3.1% | ||
| Q3 24 | 27.9% | 1.4% | ||
| Q2 24 | 25.8% | 5.9% |
资本支出强度APPFSFIX
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 1.6% | ||
| Q3 25 | 0.5% | 1.4% | ||
| Q2 25 | 0.1% | 1.4% | ||
| Q1 25 | 0.1% | 1.0% | ||
| Q4 24 | 0.1% | 1.4% | ||
| Q3 24 | 0.2% | 1.2% | ||
| Q2 24 | 0.0% | 0.9% |
现金转化率APPFSFIX
| Q1 26 | 0.81× | — | ||
| Q4 25 | 1.63× | — | ||
| Q3 25 | 2.56× | — | ||
| Q2 25 | 1.46× | — | ||
| Q1 25 | 1.23× | — | ||
| Q4 24 | 0.36× | — | ||
| Q3 24 | 1.75× | — | ||
| Q2 24 | 1.71× | — |
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
APPF
| Value Added Services | $201.4M | 77% |
| Subscription Services | $58.2M | 22% |
SFIX
暂无分部数据
