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Astrana Health, Inc.（ASTH）与STEWART INFORMATION SERVICES CORP（STC）财务数据对比。点击上方公司名可切换其他公司
Astrana Health, Inc.的季度营收约是STEWART INFORMATION SERVICES CORP的1.2倍（$950.5M vs $764.6M），STEWART INFORMATION SERVICES CORP净利率更高（2.2% vs 0.7%，领先1.5%），Astrana Health, Inc.同比增速更快（42.9% vs 27.7%），过去两年Astrana Health, Inc.的营收复合增速更高（53.3% vs 12.7%）
Astrana Health是一家总部位于美国的价值导向型医疗服务提供商，主要服务全美符合联邦医保资格的老年群体，提供上门初级护理、慢性病管理及护理协调服务，致力于提升患者健康水平、降低不必要的医疗支出。
斯图尔特信息服务公司（STC）是一家主营房地产信息、产权保险及交易管理服务的企业，旗下全资子公司斯图尔特产权担保公司、斯图尔特产权公司通过直营网点、斯图尔特可信供应商网络内的独立代理机构及合作企业，为美国及全球市场提供相关产品与服务，总部位于得克萨斯州休斯敦，现有员工约6350人。
ASTH vs STC — 直观对比
营收规模更大
ASTH
是对方的1.2倍
$764.6M
营收增速更快
ASTH
高出15.2%
27.7%
净利率更高
STC
高出1.5%
0.7%
两年增速更快
ASTH
近两年复合增速
12.7%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $950.5M | $764.6M |
| 净利润 | $6.6M | $17.0M |
| 毛利率 | — | — |
| 营业利润率 | 1.9% | — |
| 净利率 | 0.7% | 2.2% |
| 营收同比 | 42.9% | 27.7% |
| 净利润同比 | 184.4% | 448.4% |
| 每股收益（稀释后） | $0.12 | — |
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ASTHSTC
| Q1 26 | — | $764.6M | ||
| Q4 25 | $950.5M | $790.6M | ||
| Q3 25 | $956.0M | $796.9M | ||
| Q2 25 | $654.8M | $722.2M | ||
| Q1 25 | $620.4M | $612.0M | ||
| Q4 24 | $665.2M | $665.9M | ||
| Q3 24 | $478.7M | $667.9M | ||
| Q2 24 | $486.3M | $602.2M |
净利润ASTHSTC
| Q1 26 | — | $17.0M | ||
| Q4 25 | $6.6M | $36.3M | ||
| Q3 25 | $373.0K | $44.3M | ||
| Q2 25 | $9.4M | $31.9M | ||
| Q1 25 | $6.7M | $3.1M | ||
| Q4 24 | $-7.8M | $22.7M | ||
| Q3 24 | $16.1M | $30.1M | ||
| Q2 24 | $19.2M | $17.3M |
营业利润率ASTHSTC
| Q1 26 | — | — | ||
| Q4 25 | 1.9% | 6.5% | ||
| Q3 25 | 2.0% | 7.7% | ||
| Q2 25 | 3.1% | 6.5% | ||
| Q1 25 | 3.3% | 1.0% | ||
| Q4 24 | 0.1% | 5.3% | ||
| Q3 24 | 5.9% | 6.4% | ||
| Q2 24 | 6.2% | 4.8% |
净利率ASTHSTC
| Q1 26 | — | 2.2% | ||
| Q4 25 | 0.7% | 4.6% | ||
| Q3 25 | 0.0% | 5.6% | ||
| Q2 25 | 1.4% | 4.4% | ||
| Q1 25 | 1.1% | 0.5% | ||
| Q4 24 | -1.2% | 3.4% | ||
| Q3 24 | 3.4% | 4.5% | ||
| Q2 24 | 3.9% | 2.9% |
每股收益（稀释后）ASTHSTC
| Q1 26 | — | — | ||
| Q4 25 | $0.12 | $1.26 | ||
| Q3 25 | $0.01 | $1.55 | ||
| Q2 25 | $0.19 | $1.13 | ||
| Q1 25 | $0.14 | $0.11 | ||
| Q4 24 | $-0.14 | $0.81 | ||
| Q3 24 | $0.33 | $1.07 | ||
| Q2 24 | $0.40 | $0.62 |
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 | $429.5M | $317.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $779.3M | — |
| 总资产 | $2.2B | — |
| 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ASTHSTC
| Q1 26 | — | $317.5M | ||
| Q4 25 | $429.5M | $369.7M | ||
| Q3 25 | $463.4M | $233.2M | ||
| Q2 25 | $342.1M | $223.8M | ||
| Q1 25 | $260.9M | $194.2M | ||
| Q4 24 | $290.8M | $257.5M | ||
| Q3 24 | $350.3M | $228.7M | ||
| Q2 24 | $327.7M | $176.7M |
总债务ASTHSTC
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $445.8M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益ASTHSTC
| Q1 26 | — | — | ||
| Q4 25 | $779.3M | $1.6B | ||
| Q3 25 | $775.5M | $1.5B | ||
| Q2 25 | $765.5M | $1.4B | ||
| Q1 25 | $745.4M | $1.4B | ||
| Q4 24 | $712.7M | $1.4B | ||
| Q3 24 | $704.6M | $1.4B | ||
| Q2 24 | $678.9M | $1.4B |
总资产ASTHSTC
| Q1 26 | — | — | ||
| Q4 25 | $2.2B | $3.3B | ||
| Q3 25 | $2.2B | $2.8B | ||
| Q2 25 | $1.4B | $2.8B | ||
| Q1 25 | $1.3B | $2.7B | ||
| Q4 24 | $1.4B | $2.7B | ||
| Q3 24 | $1.3B | $2.7B | ||
| Q2 24 | $1.3B | $2.6B |
负债/权益比ASTHSTC
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $-2.9M | — |
| 自由现金流经营现金流 - 资本支出 | $-6.0M | — |
| 自由现金流率自由现金流/营收 | -0.6% | — |
| 资本支出强度资本支出/营收 | 0.3% | — |
| 现金转化率经营现金流/净利润 | -0.44× | — |
| 过去12个月自由现金流最近4个季度 | $104.5M | — |
8季度趋势，按日历期对齐
经营现金流ASTHSTC
| Q1 26 | — | — | ||
| Q4 25 | $-2.9M | $89.5M | ||
| Q3 25 | $10.0M | $92.6M | ||
| Q2 25 | $90.9M | $53.4M | ||
| Q1 25 | $16.6M | $-29.9M | ||
| Q4 24 | $-10.9M | $68.0M | ||
| Q3 24 | $34.0M | $76.1M | ||
| Q2 24 | $23.2M | $21.1M |
自由现金流ASTHSTC
| Q1 26 | — | — | ||
| Q4 25 | $-6.0M | $62.3M | ||
| Q3 25 | $7.4M | $73.6M | ||
| Q2 25 | $89.5M | $38.7M | ||
| Q1 25 | $13.6M | $-42.2M | ||
| Q4 24 | $-13.5M | $55.6M | ||
| Q3 24 | $31.7M | $67.4M | ||
| Q2 24 | $20.4M | $11.9M |
自由现金流率ASTHSTC
| Q1 26 | — | — | ||
| Q4 25 | -0.6% | 7.9% | ||
| Q3 25 | 0.8% | 9.2% | ||
| Q2 25 | 13.7% | 5.4% | ||
| Q1 25 | 2.2% | -6.9% | ||
| Q4 24 | -2.0% | 8.4% | ||
| Q3 24 | 6.6% | 10.1% | ||
| Q2 24 | 4.2% | 2.0% |
资本支出强度ASTHSTC
| Q1 26 | — | — | ||
| Q4 25 | 0.3% | 3.4% | ||
| Q3 25 | 0.3% | 2.4% | ||
| Q2 25 | 0.2% | 2.0% | ||
| Q1 25 | 0.5% | 2.0% | ||
| Q4 24 | 0.4% | 1.9% | ||
| Q3 24 | 0.5% | 1.3% | ||
| Q2 24 | 0.6% | 1.5% |
现金转化率ASTHSTC
| Q1 26 | — | — | ||
| Q4 25 | -0.44× | 2.47× | ||
| Q3 25 | 26.69× | 2.09× | ||
| Q2 25 | 9.65× | 1.67× | ||
| Q1 25 | 2.48× | -9.73× | ||
| Q4 24 | — | 2.99× | ||
| Q3 24 | 2.11× | 2.53× | ||
| Q2 24 | 1.21× | 1.22× |
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
ASTH
| Medicare | $542.4M | 57% |
| Commercial | $99.1M | 10% |
| Care Delivery | $92.1M | 10% |
| Care Enablement | $78.9M | 8% |
| Other Third Parties | $58.0M | 6% |
| Health Care Patient Service | $39.8M | 4% |
| Health Care Other | $25.5M | 3% |
| Other | $12.1M | 1% |
| Management Service | $10.3M | 1% |
STC
| Agency title | $333.0M | 44% |
| Direct title | $270.2M | 35% |
| Real estate solutions | $161.4M | 21% |
