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APPIAN CORP（APPN）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APPIAN CORP的1.7倍（$342.1M vs $202.9M），Stitch Fix, Inc.净利率更高（-1.9% vs -2.5%，领先0.7%），APPIAN CORP同比增速更快（21.7% vs 7.3%），Stitch Fix, Inc.自由现金流更多（$5.6M vs $270.0K），过去两年APPIAN CORP的营收复合增速更高（16.4% vs 1.8%）
Appian是总部位于美国弗吉尼亚州麦克莱恩的云计算与企业软件厂商，身处杜勒斯科技走廊产业带。公司提供平台即服务（PaaS）产品，支持企业级软件开发，业务覆盖北美、欧洲、中东及东南亚市场，深耕低代码开发、流程挖掘、业务流程管理和案例管理领域。
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。
APPN vs SFIX — 直观对比
营收规模更大
SFIX
是对方的1.7倍
$202.9M
营收增速更快
APPN
高出14.4%
7.3%
净利率更高
SFIX
高出0.7%
-2.5%
自由现金流更多
SFIX
多$5.3M
$270.0K
两年增速更快
APPN
近两年复合增速
1.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $202.9M | $342.1M |
| 净利润 | $-5.1M | $-6.4M |
| 毛利率 | 64.8% | 43.6% |
| 营业利润率 | -0.3% | -2.5% |
| 净利率 | -2.5% | -1.9% |
| 营收同比 | 21.7% | 7.3% |
| 净利润同比 | 62.6% | -1.7% |
| 每股收益（稀释后） | $-0.06 | $-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APPNSFIX
| Q4 25 | $202.9M | $342.1M | ||
| Q3 25 | $187.0M | $311.2M | ||
| Q2 25 | $170.6M | $325.0M | ||
| Q1 25 | $166.4M | $312.1M | ||
| Q4 24 | $166.7M | $318.8M | ||
| Q3 24 | $154.1M | $319.6M | ||
| Q2 24 | $146.4M | $322.7M | ||
| Q1 24 | $149.8M | $330.4M |
净利润APPNSFIX
| Q4 25 | $-5.1M | $-6.4M | ||
| Q3 25 | $7.8M | $-8.6M | ||
| Q2 25 | $-312.0K | $-7.4M | ||
| Q1 25 | $-1.2M | $-6.5M | ||
| Q4 24 | $-13.6M | $-6.3M | ||
| Q3 24 | $-2.1M | $-36.5M | ||
| Q2 24 | $-43.6M | $-21.3M | ||
| Q1 24 | $-32.9M | $-35.5M |
毛利率APPNSFIX
| Q4 25 | 64.8% | 43.6% | ||
| Q3 25 | 75.8% | 43.6% | ||
| Q2 25 | 74.3% | 44.2% | ||
| Q1 25 | 76.6% | 44.5% | ||
| Q4 24 | 67.8% | 45.4% | ||
| Q3 24 | 75.9% | 44.6% | ||
| Q2 24 | 73.1% | 45.5% | ||
| Q1 24 | 74.6% | 43.4% |
营业利润率APPNSFIX
| Q4 25 | -0.3% | -2.5% | ||
| Q3 25 | 7.0% | -3.6% | ||
| Q2 25 | -6.4% | -3.0% | ||
| Q1 25 | -0.5% | -2.9% | ||
| Q4 24 | 3.0% | -2.8% | ||
| Q3 24 | -4.6% | -13.1% | ||
| Q2 24 | -26.8% | -7.7% | ||
| Q1 24 | -13.0% | -11.5% |
净利率APPNSFIX
| Q4 25 | -2.5% | -1.9% | ||
| Q3 25 | 4.2% | -2.8% | ||
| Q2 25 | -0.2% | -2.3% | ||
| Q1 25 | -0.7% | -2.1% | ||
| Q4 24 | -8.2% | -2.0% | ||
| Q3 24 | -1.4% | -11.4% | ||
| Q2 24 | -29.8% | -6.6% | ||
| Q1 24 | -22.0% | -10.8% |
每股收益（稀释后）APPNSFIX
| Q4 25 | $-0.06 | $-0.05 | ||
| Q3 25 | $0.10 | $-0.06 | ||
| Q2 25 | $0.00 | $-0.06 | ||
| Q1 25 | $-0.02 | $-0.05 | ||
| Q4 24 | $-0.18 | $-0.05 | ||
| Q3 24 | $-0.03 | $-0.29 | ||
| Q2 24 | $-0.60 | $-0.18 | ||
| Q1 24 | $-0.45 | $-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 | $187.2M | $244.2M |
| 总债务越低越好 | $240.8M | — |
| 股东权益账面价值 | $-47.0M | $204.1M |
| 总资产 | $691.4M | $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APPNSFIX
| Q4 25 | $187.2M | $244.2M | ||
| Q3 25 | $191.6M | $234.9M | ||
| Q2 25 | $184.8M | $234.2M | ||
| Q1 25 | $199.7M | $219.1M | ||
| Q4 24 | $159.9M | $253.3M | ||
| Q3 24 | $99.2M | $247.0M | ||
| Q2 24 | $120.8M | $244.5M | ||
| Q1 24 | $170.1M | $229.8M |
总债务APPNSFIX
| Q4 25 | $240.8M | — | ||
| Q3 25 | $245.7M | — | ||
| Q2 25 | $245.6M | — | ||
| Q1 25 | $248.0M | — | ||
| Q4 24 | $250.4M | — | ||
| Q3 24 | $252.8M | — | ||
| Q2 24 | $254.0M | — | ||
| Q1 24 | $255.1M | — |
股东权益APPNSFIX
| Q4 25 | $-47.0M | $204.1M | ||
| Q3 25 | $-48.5M | $203.0M | ||
| Q2 25 | $-53.7M | $200.4M | ||
| Q1 25 | $-31.7M | $197.8M | ||
| Q4 24 | $-32.6M | $190.5M | ||
| Q3 24 | $-49.8M | $187.0M | ||
| Q2 24 | $-45.7M | $208.9M | ||
| Q1 24 | $-9.7M | $213.3M |
总资产APPNSFIX
| Q4 25 | $691.4M | $530.7M | ||
| Q3 25 | $611.7M | $480.6M | ||
| Q2 25 | $590.7M | $484.7M | ||
| Q1 25 | $592.9M | $472.6M | ||
| Q4 24 | $621.0M | $507.1M | ||
| Q3 24 | $549.9M | $486.9M | ||
| Q2 24 | $554.6M | $537.0M | ||
| Q1 24 | $595.4M | $538.3M |
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 | $1.1M | $10.9M |
| 自由现金流经营现金流 - 资本支出 | $270.0K | $5.6M |
| 自由现金流率自由现金流/营收 | 0.1% | 1.6% |
| 资本支出强度资本支出/营收 | 0.4% | 1.6% |
| 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 | $59.6M | $4.9M |
8季度趋势，按日历期对齐
经营现金流APPNSFIX
| Q4 25 | $1.1M | $10.9M | ||
| Q3 25 | $18.7M | $7.0M | ||
| Q2 25 | $-1.9M | $20.5M | ||
| Q1 25 | $45.0M | $-16.2M | ||
| Q4 24 | $13.9M | $14.3M | ||
| Q3 24 | $-8.2M | $8.2M | ||
| Q2 24 | $-17.6M | $21.7M | ||
| Q1 24 | $18.9M | $-22.3M |
自由现金流APPNSFIX
| Q4 25 | $270.0K | $5.6M | ||
| Q3 25 | $18.1M | $2.8M | ||
| Q2 25 | $-3.1M | $16.0M | ||
| Q1 25 | $44.3M | $-19.4M | ||
| Q4 24 | $13.4M | $9.9M | ||
| Q3 24 | $-8.6M | $4.5M | ||
| Q2 24 | $-18.3M | $18.9M | ||
| Q1 24 | $16.7M | $-26.1M |
自由现金流率APPNSFIX
| Q4 25 | 0.1% | 1.6% | ||
| Q3 25 | 9.7% | 0.9% | ||
| Q2 25 | -1.8% | 4.9% | ||
| Q1 25 | 26.6% | -6.2% | ||
| Q4 24 | 8.0% | 3.1% | ||
| Q3 24 | -5.6% | 1.4% | ||
| Q2 24 | -12.5% | 5.9% | ||
| Q1 24 | 11.1% | -7.9% |
资本支出强度APPNSFIX
| Q4 25 | 0.4% | 1.6% | ||
| Q3 25 | 0.3% | 1.4% | ||
| Q2 25 | 0.7% | 1.4% | ||
| Q1 25 | 0.4% | 1.0% | ||
| Q4 24 | 0.3% | 1.4% | ||
| Q3 24 | 0.2% | 1.2% | ||
| Q2 24 | 0.5% | 0.9% | ||
| Q1 24 | 1.5% | 1.1% |
现金转化率APPNSFIX
| Q4 25 | — | — | ||
| Q3 25 | 2.39× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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
APPN
| Subscriptions Software And Support | $162.3M | 80% |
| Professional Services | $40.6M | 20% |
SFIX
暂无分部数据
