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BrightView Holdings, Inc.(BV)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
BrightView Holdings, Inc.的季度营收约是Stitch Fix, Inc.的1.8倍($614.7M vs $342.1M),Stitch Fix, Inc.净利率更高(-1.9% vs -2.5%,领先0.6%),Stitch Fix, Inc.同比增速更快(7.3% vs 2.6%),Stitch Fix, Inc.自由现金流更多($5.6M vs $-18.6M),过去两年Stitch Fix, Inc.的营收复合增速更高(1.8% vs -4.4%)
BrightView Holdings是美国领先的商业景观服务提供商,业务涵盖景观设计、施工、日常养护、灌溉系统管理、除雪除冰等,服务客户覆盖企业园区、商业中心、住宅社区及公共部门等场景。
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。
BV vs SFIX — 直观对比
营收规模更大
BV
是对方的1.8倍
$342.1M
营收增速更快
SFIX
高出4.7%
2.6%
净利率更高
SFIX
高出0.6%
-2.5%
自由现金流更多
SFIX
多$24.2M
$-18.6M
两年增速更快
SFIX
近两年复合增速
-4.4%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $614.7M | $342.1M |
| 净利润 | $-15.2M | $-6.4M |
| 毛利率 | 18.6% | 43.6% |
| 营业利润率 | -1.2% | -2.5% |
| 净利率 | -2.5% | -1.9% |
| 营收同比 | 2.6% | 7.3% |
| 净利润同比 | -46.2% | -1.7% |
| 每股收益(稀释后) | $-0.26 | $-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
BV
SFIX
| Q4 25 | $614.7M | $342.1M | ||
| Q3 25 | $702.7M | $311.2M | ||
| Q2 25 | $708.3M | $325.0M | ||
| Q1 25 | $662.6M | $312.1M | ||
| Q4 24 | $599.2M | $318.8M | ||
| Q3 24 | $728.7M | $319.6M | ||
| Q2 24 | $738.8M | $322.7M | ||
| Q1 24 | $672.9M | $330.4M |
净利润
BV
SFIX
| Q4 25 | $-15.2M | $-6.4M | ||
| Q3 25 | $27.7M | $-8.6M | ||
| Q2 25 | $32.3M | $-7.4M | ||
| Q1 25 | $6.4M | $-6.5M | ||
| Q4 24 | $-10.4M | $-6.3M | ||
| Q3 24 | $25.6M | $-36.5M | ||
| Q2 24 | $23.5M | $-21.3M | ||
| Q1 24 | $33.7M | $-35.5M |
毛利率
BV
SFIX
| Q4 25 | 18.6% | 43.6% | ||
| Q3 25 | 25.1% | 43.6% | ||
| Q2 25 | 24.1% | 44.2% | ||
| Q1 25 | 22.3% | 44.5% | ||
| Q4 24 | 21.2% | 45.4% | ||
| Q3 24 | 25.0% | 44.6% | ||
| Q2 24 | 24.0% | 45.5% | ||
| Q1 24 | 22.6% | 43.4% |
营业利润率
BV
SFIX
| Q4 25 | -1.2% | -2.5% | ||
| Q3 25 | 7.9% | -3.6% | ||
| Q2 25 | 8.1% | -3.0% | ||
| Q1 25 | 3.4% | -2.9% | ||
| Q4 24 | -0.1% | -2.8% | ||
| Q3 24 | 7.1% | -13.1% | ||
| Q2 24 | 6.6% | -7.7% | ||
| Q1 24 | 9.2% | -11.5% |
净利率
BV
SFIX
| Q4 25 | -2.5% | -1.9% | ||
| Q3 25 | 3.9% | -2.8% | ||
| Q2 25 | 4.6% | -2.3% | ||
| Q1 25 | 1.0% | -2.1% | ||
| Q4 24 | -1.7% | -2.0% | ||
| Q3 24 | 3.5% | -11.4% | ||
| Q2 24 | 3.2% | -6.6% | ||
| Q1 24 | 5.0% | -10.8% |
每股收益(稀释后)
BV
SFIX
| Q4 25 | $-0.26 | $-0.05 | ||
| Q3 25 | $0.21 | $-0.06 | ||
| Q2 25 | $0.15 | $-0.06 | ||
| Q1 25 | $-0.03 | $-0.05 | ||
| Q4 24 | $-0.20 | $-0.05 | ||
| Q3 24 | $0.20 | $-0.29 | ||
| Q2 24 | $0.10 | $-0.18 | ||
| Q1 24 | $0.17 | $-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 | $37.0M | $244.2M |
| 总债务越低越好 | $801.1M | — |
| 股东权益账面价值 | $1.3B | $204.1M |
| 总资产 | $3.3B | $530.7M |
| 负债/权益比越低杠杆越低 | 0.64× | — |
8季度趋势,按日历期对齐
现金及短期投资
BV
SFIX
| Q4 25 | $37.0M | $244.2M | ||
| Q3 25 | $74.5M | $234.9M | ||
| Q2 25 | $79.1M | $234.2M | ||
| Q1 25 | $141.3M | $219.1M | ||
| Q4 24 | $98.3M | $253.3M | ||
| Q3 24 | $140.4M | $247.0M | ||
| Q2 24 | $115.9M | $244.5M | ||
| Q1 24 | $177.3M | $229.8M |
总债务
BV
SFIX
| Q4 25 | $801.1M | — | ||
| Q3 25 | $790.2M | — | ||
| Q2 25 | $790.7M | — | ||
| Q1 25 | $798.9M | — | ||
| Q4 24 | $796.5M | — | ||
| Q3 24 | $802.5M | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益
BV
SFIX
| Q4 25 | $1.3B | $204.1M | ||
| Q3 25 | $1.3B | $203.0M | ||
| Q2 25 | $1.3B | $200.4M | ||
| Q1 25 | $1.3B | $197.8M | ||
| Q4 24 | $1.3B | $190.5M | ||
| Q3 24 | $1.3B | $187.0M | ||
| Q2 24 | $1.3B | $208.9M | ||
| Q1 24 | $1.2B | $213.3M |
总资产
BV
SFIX
| Q4 25 | $3.3B | $530.7M | ||
| Q3 25 | $3.4B | $480.6M | ||
| Q2 25 | $3.4B | $484.7M | ||
| Q1 25 | $3.3B | $472.6M | ||
| Q4 24 | $3.3B | $507.1M | ||
| Q3 24 | $3.4B | $486.9M | ||
| Q2 24 | $3.4B | $537.0M | ||
| Q1 24 | $3.4B | $538.3M |
负债/权益比
BV
SFIX
| Q4 25 | 0.64× | — | ||
| Q3 25 | 0.61× | — | ||
| Q2 25 | 0.62× | — | ||
| Q1 25 | 0.63× | — | ||
| Q4 24 | 0.63× | — | ||
| Q3 24 | 0.63× | — | ||
| Q2 24 | — | — | ||
| Q1 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 | $36.1M | $10.9M |
| 自由现金流经营现金流 - 资本支出 | $-18.6M | $5.6M |
| 自由现金流率自由现金流/营收 | -3.0% | 1.6% |
| 资本支出强度资本支出/营收 | 8.9% | 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 | $17.2M | $4.9M |
8季度趋势,按日历期对齐
经营现金流
BV
SFIX
| Q4 25 | $36.1M | $10.9M | ||
| Q3 25 | $84.4M | $7.0M | ||
| Q2 25 | $55.7M | $20.5M | ||
| Q1 25 | $91.2M | $-16.2M | ||
| Q4 24 | $60.5M | $14.3M | ||
| Q3 24 | $53.5M | $8.2M | ||
| Q2 24 | $42.6M | $21.7M | ||
| Q1 24 | $83.3M | $-22.3M |
自由现金流
BV
SFIX
| Q4 25 | $-18.6M | $5.6M | ||
| Q3 25 | $26.0M | $2.8M | ||
| Q2 25 | $-47.8M | $16.0M | ||
| Q1 25 | $57.6M | $-19.4M | ||
| Q4 24 | $1.8M | $9.9M | ||
| Q3 24 | $21.1M | $4.5M | ||
| Q2 24 | $19.3M | $18.9M | ||
| Q1 24 | $70.7M | $-26.1M |
自由现金流率
BV
SFIX
| Q4 25 | -3.0% | 1.6% | ||
| Q3 25 | 3.7% | 0.9% | ||
| Q2 25 | -6.7% | 4.9% | ||
| Q1 25 | 8.7% | -6.2% | ||
| Q4 24 | 0.3% | 3.1% | ||
| Q3 24 | 2.9% | 1.4% | ||
| Q2 24 | 2.6% | 5.9% | ||
| Q1 24 | 10.5% | -7.9% |
资本支出强度
BV
SFIX
| Q4 25 | 8.9% | 1.6% | ||
| Q3 25 | 8.3% | 1.4% | ||
| Q2 25 | 14.6% | 1.4% | ||
| Q1 25 | 5.1% | 1.0% | ||
| Q4 24 | 9.8% | 1.4% | ||
| Q3 24 | 4.4% | 1.2% | ||
| Q2 24 | 3.2% | 0.9% | ||
| Q1 24 | 1.9% | 1.1% |
现金转化率
BV
SFIX
| Q4 25 | — | — | ||
| Q3 25 | 3.05× | — | ||
| Q2 25 | 1.72× | — | ||
| Q1 25 | 14.25× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.09× | — | ||
| Q2 24 | 1.81× | — | ||
| Q1 24 | 2.47× | — |
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
BV
| Landscape Maintenance | $368.0M | 60% |
| Development Services Segment | $179.2M | 29% |
| Snow Removal | $68.4M | 11% |
SFIX
暂无分部数据