vs
BOX INC（BOX）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BOX INC的1.1倍（$342.1M vs $301.1M），BOX INC净利率更高（4.0% vs -1.9%，领先5.9%），BOX INC同比增速更快（9.1% vs 7.3%），BOX INC自由现金流更多（$71.3M vs $5.6M），过去两年BOX INC的营收复合增速更高（7.0% vs 1.8%）
Box Inc.是总部位于美国加利福尼亚州红木城的上市企业，由亚伦·莱维和迪伦·史密斯于2005年创立，最初面向个人消费者服务，2009至2010年前后转向企业级市场，2015年正式上市。公司专注于开发、运营云端内容管理、协同办公及文件共享工具，帮助企业用户便捷存储、管理各类文件，提升团队协作效率。
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。
BOX vs SFIX — 直观对比
营收规模更大
SFIX
是对方的1.1倍
$301.1M
营收增速更快
BOX
高出1.8%
7.3%
净利率更高
BOX
高出5.9%
-1.9%
自由现金流更多
BOX
多$65.7M
$5.6M
两年增速更快
BOX
近两年复合增速
1.8%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $301.1M | $342.1M |
| 净利润 | $12.1M | $-6.4M |
| 毛利率 | 79.6% | 43.6% |
| 营业利润率 | 8.3% | -2.5% |
| 净利率 | 4.0% | -1.9% |
| 营收同比 | 9.1% | 7.3% |
| 净利润同比 | -6.4% | -1.7% |
| 每股收益（稀释后） | $0.05 | $-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BOXSFIX
| Q4 25 | $301.1M | $342.1M | ||
| Q3 25 | $294.0M | $311.2M | ||
| Q2 25 | $276.3M | $325.0M | ||
| Q1 25 | $279.5M | $312.1M | ||
| Q4 24 | $275.9M | $318.8M | ||
| Q3 24 | $270.0M | $319.6M | ||
| Q2 24 | $264.7M | $322.7M | ||
| Q1 24 | $262.9M | $330.4M |
净利润BOXSFIX
| Q4 25 | $12.1M | $-6.4M | ||
| Q3 25 | $13.4M | $-8.6M | ||
| Q2 25 | $8.2M | $-7.4M | ||
| Q1 25 | $194.0M | $-6.5M | ||
| Q4 24 | $12.9M | $-6.3M | ||
| Q3 24 | $20.5M | $-36.5M | ||
| Q2 24 | $17.2M | $-21.3M | ||
| Q1 24 | $99.2M | $-35.5M |
毛利率BOXSFIX
| Q4 25 | 79.6% | 43.6% | ||
| Q3 25 | 79.1% | 43.6% | ||
| Q2 25 | 78.0% | 44.2% | ||
| Q1 25 | 79.0% | 44.5% | ||
| Q4 24 | 79.9% | 45.4% | ||
| Q3 24 | 79.4% | 44.6% | ||
| Q2 24 | 78.0% | 45.5% | ||
| Q1 24 | 76.1% | 43.4% |
营业利润率BOXSFIX
| Q4 25 | 8.3% | -2.5% | ||
| Q3 25 | 7.0% | -3.6% | ||
| Q2 25 | 2.3% | -3.0% | ||
| Q1 25 | 6.4% | -2.9% | ||
| Q4 24 | 8.5% | -2.8% | ||
| Q3 24 | 7.5% | -13.1% | ||
| Q2 24 | 6.8% | -7.7% | ||
| Q1 24 | 8.1% | -11.5% |
净利率BOXSFIX
| Q4 25 | 4.0% | -1.9% | ||
| Q3 25 | 4.6% | -2.8% | ||
| Q2 25 | 3.0% | -2.3% | ||
| Q1 25 | 69.4% | -2.1% | ||
| Q4 24 | 4.7% | -2.0% | ||
| Q3 24 | 7.6% | -11.4% | ||
| Q2 24 | 6.5% | -6.6% | ||
| Q1 24 | 37.7% | -10.8% |
每股收益（稀释后）BOXSFIX
| Q4 25 | $0.05 | $-0.05 | ||
| Q3 25 | $0.05 | $-0.06 | ||
| Q2 25 | $0.02 | $-0.06 | ||
| Q1 25 | $1.13 | $-0.05 | ||
| Q4 24 | $0.05 | $-0.05 | ||
| Q3 24 | $0.10 | $-0.29 | ||
| Q2 24 | $0.08 | $-0.18 | ||
| Q1 24 | $0.57 | $-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 | $729.6M | $244.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-286.6M | $204.1M |
| 总资产 | $1.6B | $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BOXSFIX
| Q4 25 | $729.6M | $244.2M | ||
| Q3 25 | $757.9M | $234.9M | ||
| Q2 25 | $790.4M | $234.2M | ||
| Q1 25 | $722.8M | $219.1M | ||
| Q4 24 | $697.9M | $253.3M | ||
| Q3 24 | $482.2M | $247.0M | ||
| Q2 24 | $566.1M | $244.5M | ||
| Q1 24 | $480.7M | $229.8M |
股东权益BOXSFIX
| Q4 25 | $-286.6M | $204.1M | ||
| Q3 25 | $-269.4M | $203.0M | ||
| Q2 25 | $-280.1M | $200.4M | ||
| Q1 25 | $-297.0M | $197.8M | ||
| Q4 24 | $-479.9M | $190.5M | ||
| Q3 24 | $-439.4M | $187.0M | ||
| Q2 24 | $-397.9M | $208.9M | ||
| Q1 24 | $-431.1M | $213.3M |
总资产BOXSFIX
| Q4 25 | $1.6B | $530.7M | ||
| Q3 25 | $1.6B | $480.6M | ||
| Q2 25 | $1.6B | $484.7M | ||
| Q1 25 | $1.7B | $472.6M | ||
| Q4 24 | $1.4B | $507.1M | ||
| Q3 24 | $1.1B | $486.9M | ||
| Q2 24 | $1.2B | $537.0M | ||
| Q1 24 | $1.2B | $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 | $73.0M | $10.9M |
| 自由现金流经营现金流 - 资本支出 | $71.3M | $5.6M |
| 自由现金流率自由现金流/营收 | 23.7% | 1.6% |
| 资本支出强度资本支出/营收 | 0.6% | 1.6% |
| 现金转化率经营现金流/净利润 | 6.05× | — |
| 过去12个月自由现金流最近4个季度 | $343.5M | $4.9M |
8季度趋势，按日历期对齐
经营现金流BOXSFIX
| Q4 25 | $73.0M | $10.9M | ||
| Q3 25 | $46.0M | $7.0M | ||
| Q2 25 | $127.1M | $20.5M | ||
| Q1 25 | $102.2M | $-16.2M | ||
| Q4 24 | $62.6M | $14.3M | ||
| Q3 24 | $36.3M | $8.2M | ||
| Q2 24 | $131.2M | $21.7M | ||
| Q1 24 | $89.3M | $-22.3M |
自由现金流BOXSFIX
| Q4 25 | $71.3M | $5.6M | ||
| Q3 25 | $43.9M | $2.8M | ||
| Q2 25 | $126.7M | $16.0M | ||
| Q1 25 | $101.5M | $-19.4M | ||
| Q4 24 | $62.3M | $9.9M | ||
| Q3 24 | $35.9M | $4.5M | ||
| Q2 24 | $129.9M | $18.9M | ||
| Q1 24 | $89.1M | $-26.1M |
自由现金流率BOXSFIX
| Q4 25 | 23.7% | 1.6% | ||
| Q3 25 | 14.9% | 0.9% | ||
| Q2 25 | 45.9% | 4.9% | ||
| Q1 25 | 36.3% | -6.2% | ||
| Q4 24 | 22.6% | 3.1% | ||
| Q3 24 | 13.3% | 1.4% | ||
| Q2 24 | 49.1% | 5.9% | ||
| Q1 24 | 33.9% | -7.9% |
资本支出强度BOXSFIX
| Q4 25 | 0.6% | 1.6% | ||
| Q3 25 | 0.7% | 1.4% | ||
| Q2 25 | 0.1% | 1.4% | ||
| Q1 25 | 0.2% | 1.0% | ||
| Q4 24 | 0.1% | 1.4% | ||
| Q3 24 | 0.1% | 1.2% | ||
| Q2 24 | 0.5% | 0.9% | ||
| Q1 24 | 0.1% | 1.1% |
现金转化率BOXSFIX
| Q4 25 | 6.05× | — | ||
| Q3 25 | 3.42× | — | ||
| Q2 25 | 15.51× | — | ||
| Q1 25 | 0.53× | — | ||
| Q4 24 | 4.85× | — | ||
| Q3 24 | 1.77× | — | ||
| Q2 24 | 7.62× | — | ||
| Q1 24 | 0.90× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
