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BOX INC(BOX)与WSFS FINANCIAL CORP(WSFS)财务数据对比。点击上方公司名可切换其他公司
BOX INC的季度营收约是WSFS FINANCIAL CORP的1.1倍($301.1M vs $275.3M),WSFS FINANCIAL CORP净利率更高(31.5% vs 4.0%,领先27.5%),BOX INC同比增速更快(9.1% vs 7.5%),过去两年BOX INC的营收复合增速更高(7.0% vs 1.7%)
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。
WSFS金融集团是一家金融服务企业,核心子公司WSFS银行是总部位于特拉华州及大特拉华谷地区规模最大、经营历史最久的本地管理银行与财富管理机构。集团共运营115个网点,其中88个为银行网点,分布在宾夕法尼亚、特拉华、新泽西、佛罗里达、弗吉尼亚、内华达六州,提供全面金融服务。
BOX vs WSFS — 直观对比
营收规模更大
BOX
是对方的1.1倍
$275.3M
营收增速更快
BOX
高出1.6%
7.5%
净利率更高
WSFS
高出27.5%
4.0%
两年增速更快
BOX
近两年复合增速
1.7%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $301.1M | $275.3M |
| 净利润 | $12.1M | $86.8M |
| 毛利率 | 79.6% | — |
| 营业利润率 | 8.3% | — |
| 净利率 | 4.0% | 31.5% |
| 营收同比 | 9.1% | 7.5% |
| 净利润同比 | -6.4% | 31.7% |
| 每股收益(稀释后) | $0.05 | $1.64 |
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
BOX
WSFS
| Q1 26 | — | $275.3M | ||
| Q4 25 | $301.1M | $271.9M | ||
| Q3 25 | $294.0M | $270.5M | ||
| Q2 25 | $276.3M | $267.5M | ||
| Q1 25 | $279.5M | $256.1M | ||
| Q4 24 | $275.9M | $261.5M | ||
| Q3 24 | $270.0M | $267.7M | ||
| Q2 24 | $264.7M | $266.0M |
净利润
BOX
WSFS
| Q1 26 | — | $86.8M | ||
| Q4 25 | $12.1M | $72.7M | ||
| Q3 25 | $13.4M | $76.4M | ||
| Q2 25 | $8.2M | $72.3M | ||
| Q1 25 | $194.0M | $65.9M | ||
| Q4 24 | $12.9M | $64.2M | ||
| Q3 24 | $20.5M | $64.4M | ||
| Q2 24 | $17.2M | $69.3M |
毛利率
BOX
WSFS
| Q1 26 | — | — | ||
| Q4 25 | 79.6% | — | ||
| Q3 25 | 79.1% | — | ||
| Q2 25 | 78.0% | — | ||
| Q1 25 | 79.0% | — | ||
| Q4 24 | 79.9% | — | ||
| Q3 24 | 79.4% | — | ||
| Q2 24 | 78.0% | — |
营业利润率
BOX
WSFS
| Q1 26 | — | — | ||
| Q4 25 | 8.3% | 35.8% | ||
| Q3 25 | 7.0% | 37.3% | ||
| Q2 25 | 2.3% | 35.7% | ||
| Q1 25 | 6.4% | 34.0% | ||
| Q4 24 | 8.5% | 32.3% | ||
| Q3 24 | 7.5% | 31.9% | ||
| Q2 24 | 6.8% | 34.0% |
净利率
BOX
WSFS
| Q1 26 | — | 31.5% | ||
| Q4 25 | 4.0% | 26.7% | ||
| Q3 25 | 4.6% | 28.3% | ||
| Q2 25 | 3.0% | 27.0% | ||
| Q1 25 | 69.4% | 25.7% | ||
| Q4 24 | 4.7% | 24.6% | ||
| Q3 24 | 7.6% | 24.1% | ||
| Q2 24 | 6.5% | 26.0% |
每股收益(稀释后)
BOX
WSFS
| Q1 26 | — | $1.64 | ||
| Q4 25 | $0.05 | $1.33 | ||
| Q3 25 | $0.05 | $1.37 | ||
| Q2 25 | $0.02 | $1.27 | ||
| Q1 25 | $1.13 | $1.12 | ||
| Q4 24 | $0.05 | $1.08 | ||
| Q3 24 | $0.10 | $1.08 | ||
| Q2 24 | $0.08 | $1.16 |
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 | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-286.6M | $2.7B |
| 总资产 | $1.6B | $22.1B |
| 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
BOX
WSFS
| Q1 26 | — | — | ||
| Q4 25 | $729.6M | $1.7B | ||
| Q3 25 | $757.9M | — | ||
| Q2 25 | $790.4M | — | ||
| Q1 25 | $722.8M | — | ||
| Q4 24 | $697.9M | $1.2B | ||
| Q3 24 | $482.2M | — | ||
| Q2 24 | $566.1M | — |
股东权益
BOX
WSFS
| Q1 26 | — | $2.7B | ||
| Q4 25 | $-286.6M | $2.7B | ||
| Q3 25 | $-269.4M | $2.8B | ||
| Q2 25 | $-280.1M | $2.7B | ||
| Q1 25 | $-297.0M | $2.7B | ||
| Q4 24 | $-479.9M | $2.6B | ||
| Q3 24 | $-439.4M | $2.7B | ||
| Q2 24 | $-397.9M | $2.5B |
总资产
BOX
WSFS
| Q1 26 | — | $22.1B | ||
| Q4 25 | $1.6B | $21.3B | ||
| Q3 25 | $1.6B | $20.8B | ||
| Q2 25 | $1.6B | $20.8B | ||
| Q1 25 | $1.7B | $20.5B | ||
| Q4 24 | $1.4B | $20.8B | ||
| Q3 24 | $1.1B | $20.9B | ||
| Q2 24 | $1.2B | $20.7B |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $71.3M | — |
| 自由现金流率自由现金流/营收 | 23.7% | — |
| 资本支出强度资本支出/营收 | 0.6% | — |
| 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 | — |
8季度趋势,按日历期对齐
经营现金流
BOX
WSFS
| Q1 26 | — | — | ||
| Q4 25 | $73.0M | $220.0M | ||
| Q3 25 | $46.0M | $121.5M | ||
| Q2 25 | $127.1M | $37.2M | ||
| Q1 25 | $102.2M | $8.7M | ||
| Q4 24 | $62.6M | $219.9M | ||
| Q3 24 | $36.3M | $3.1M | ||
| Q2 24 | $131.2M | $44.8M |
自由现金流
BOX
WSFS
| Q1 26 | — | — | ||
| Q4 25 | $71.3M | $213.6M | ||
| Q3 25 | $43.9M | $120.3M | ||
| Q2 25 | $126.7M | $35.2M | ||
| Q1 25 | $101.5M | $6.3M | ||
| Q4 24 | $62.3M | $205.6M | ||
| Q3 24 | $35.9M | $-489.0K | ||
| Q2 24 | $129.9M | $42.1M |
自由现金流率
BOX
WSFS
| Q1 26 | — | — | ||
| Q4 25 | 23.7% | 78.6% | ||
| Q3 25 | 14.9% | 44.5% | ||
| Q2 25 | 45.9% | 13.2% | ||
| Q1 25 | 36.3% | 2.5% | ||
| Q4 24 | 22.6% | 78.6% | ||
| Q3 24 | 13.3% | -0.2% | ||
| Q2 24 | 49.1% | 15.8% |
资本支出强度
BOX
WSFS
| Q1 26 | — | — | ||
| Q4 25 | 0.6% | 2.3% | ||
| Q3 25 | 0.7% | 0.5% | ||
| Q2 25 | 0.1% | 0.7% | ||
| Q1 25 | 0.2% | 0.9% | ||
| Q4 24 | 0.1% | 5.5% | ||
| Q3 24 | 0.1% | 1.4% | ||
| Q2 24 | 0.5% | 1.0% |
现金转化率
BOX
WSFS
| Q1 26 | — | — | ||
| Q4 25 | 6.05× | 3.03× | ||
| Q3 25 | 3.42× | 1.59× | ||
| Q2 25 | 15.51× | 0.51× | ||
| Q1 25 | 0.53× | 0.13× | ||
| Q4 24 | 4.85× | 3.43× | ||
| Q3 24 | 1.77× | 0.05× | ||
| Q2 24 | 7.62× | 0.65× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图