vs
CrossAmerica Partners LP（CAPL）与STIFEL FINANCIAL CORP（SF）财务数据对比。点击上方公司名可切换其他公司
STIFEL FINANCIAL CORP的季度营收约是CrossAmerica Partners LP的1.9倍（$1.7B vs $866.3M），STIFEL FINANCIAL CORP净利率更高（15.1% vs 1.2%，领先13.9%），STIFEL FINANCIAL CORP同比增速更快（17.7% vs -8.3%），过去两年STIFEL FINANCIAL CORP的营收复合增速更高（44.4% vs -4.1%）
塔峰资本合伙人（TowerBrook Capital Partners）是一家总部位于伦敦和纽约的投资管理公司，2005年从索罗斯基金管理分拆独立。该机构主打私募股权及结构性机会投资，曾收购奢侈品品牌Jimmy Choo控股权，截至2025年其管理规模超250亿美元，官网公示在管投资项目共110个。
司迪富金融是美国跨国独立投资银行及金融服务提供商，总部位于密苏里州圣路易斯市中心。其历史可追溯至1890年成立的Altheimer & Rawlings投资公司，1983年正式以Stifel为名成立，1986年11月24日在纽约证券交易所挂牌上市，为全球客户提供多元化金融服务。
CAPL vs SF — 直观对比
营收规模更大
SF
是对方的1.9倍
$866.3M
营收增速更快
SF
高出26.0%
-8.3%
净利率更高
SF
高出13.9%
1.2%
两年增速更快
SF
近两年复合增速
-4.1%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $866.3M | $1.7B |
| 净利润 | $10.2M | $251.4M |
| 毛利率 | 12.4% | — |
| 营业利润率 | 3.0% | 30.8% |
| 净利率 | 1.2% | 15.1% |
| 营收同比 | -8.3% | 17.7% |
| 净利润同比 | -39.6% | 374.4% |
| 每股收益（稀释后） | $0.24 | $1.48 |
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CAPLSF
| Q1 26 | — | $1.7B | ||
| Q4 25 | $866.3M | $1.1B | ||
| Q3 25 | $971.8M | $962.6M | ||
| Q2 25 | $961.9M | $838.9M | ||
| Q1 25 | $862.5M | $842.5M | ||
| Q4 24 | $944.2M | $916.0M | ||
| Q3 24 | $1.1B | $810.9M | ||
| Q2 24 | $1.1B | $798.9M |
净利润CAPLSF
| Q1 26 | — | $251.4M | ||
| Q4 25 | $10.2M | $264.4M | ||
| Q3 25 | $13.6M | $211.4M | ||
| Q2 25 | $25.2M | $155.1M | ||
| Q1 25 | $-7.1M | $53.0M | ||
| Q4 24 | $16.9M | $244.0M | ||
| Q3 24 | $10.7M | $158.5M | ||
| Q2 24 | $12.4M | $165.3M |
毛利率CAPLSF
| Q1 26 | — | — | ||
| Q4 25 | 12.4% | — | ||
| Q3 25 | 10.8% | — | ||
| Q2 25 | 10.5% | — | ||
| Q1 25 | 10.4% | — | ||
| Q4 24 | 10.7% | — | ||
| Q3 24 | 10.3% | — | ||
| Q2 24 | 9.2% | — |
营业利润率CAPLSF
| Q1 26 | — | 30.8% | ||
| Q4 25 | 3.0% | 27.3% | ||
| Q3 25 | 2.9% | 29.7% | ||
| Q2 25 | 4.3% | 25.5% | ||
| Q1 25 | 0.2% | 7.5% | ||
| Q4 24 | 3.0% | 29.1% | ||
| Q3 24 | 2.5% | 26.7% | ||
| Q2 24 | 2.5% | 28.4% |
净利率CAPLSF
| Q1 26 | — | 15.1% | ||
| Q4 25 | 1.2% | 23.5% | ||
| Q3 25 | 1.4% | 22.0% | ||
| Q2 25 | 2.6% | 18.5% | ||
| Q1 25 | -0.8% | 6.3% | ||
| Q4 24 | 1.8% | 26.6% | ||
| Q3 24 | 1.0% | 19.5% | ||
| Q2 24 | 1.1% | 20.7% |
每股收益（稀释后）CAPLSF
| Q1 26 | — | $1.48 | ||
| Q4 25 | $0.24 | $2.30 | ||
| Q3 25 | $0.34 | $1.84 | ||
| Q2 25 | $0.64 | $1.34 | ||
| Q1 25 | $-0.20 | $0.39 | ||
| Q4 24 | $0.42 | $2.10 | ||
| Q3 24 | $0.27 | $1.34 | ||
| Q2 24 | $0.31 | $1.41 |
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 | $3.1M | — |
| 总债务越低越好 | $687.2M | — |
| 股东权益账面价值 | — | $332.3M |
| 总资产 | $964.7M | $42.9B |
| 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CAPLSF
| Q1 26 | — | — | ||
| Q4 25 | $3.1M | $2.3B | ||
| Q3 25 | $5.8M | $3.2B | ||
| Q2 25 | $9.7M | $1.9B | ||
| Q1 25 | $6.7M | $2.7B | ||
| Q4 24 | $3.4M | $2.6B | ||
| Q3 24 | $7.8M | $1.9B | ||
| Q2 24 | $5.5M | $2.6B |
总债务CAPLSF
| Q1 26 | — | — | ||
| Q4 25 | $687.2M | $617.4M | ||
| Q3 25 | $700.8M | $617.2M | ||
| Q2 25 | $722.7M | $617.0M | ||
| Q1 25 | $774.1M | $616.8M | ||
| Q4 24 | $763.9M | $616.6M | ||
| Q3 24 | $769.2M | $616.4M | ||
| Q2 24 | $786.7M | $1.1B |
股东权益CAPLSF
| Q1 26 | — | $332.3M | ||
| Q4 25 | — | $6.0B | ||
| Q3 25 | — | $5.8B | ||
| Q2 25 | — | $5.6B | ||
| Q1 25 | — | $5.5B | ||
| Q4 24 | — | $5.7B | ||
| Q3 24 | — | $5.6B | ||
| Q2 24 | — | $5.4B |
总资产CAPLSF
| Q1 26 | — | $42.9B | ||
| Q4 25 | $964.7M | $41.3B | ||
| Q3 25 | $998.9M | $41.7B | ||
| Q2 25 | $1.0B | $39.9B | ||
| Q1 25 | $1.1B | $40.4B | ||
| Q4 24 | $1.1B | $39.9B | ||
| Q3 24 | $1.1B | $38.9B | ||
| Q2 24 | $1.2B | $37.8B |
负债/权益比CAPLSF
| Q1 26 | — | — | ||
| Q4 25 | — | 0.10× | ||
| Q3 25 | — | 0.11× | ||
| Q2 25 | — | 0.11× | ||
| Q1 25 | — | 0.11× | ||
| Q4 24 | — | 0.11× | ||
| Q3 24 | — | 0.11× | ||
| Q2 24 | — | 0.21× |
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 | $29.4M | — |
| 自由现金流经营现金流 - 资本支出 | $22.4M | — |
| 自由现金流率自由现金流/营收 | 2.6% | — |
| 资本支出强度资本支出/营收 | 0.8% | — |
| 现金转化率经营现金流/净利润 | 2.89× | — |
| 过去12个月自由现金流最近4个季度 | $55.8M | — |
8季度趋势，按日历期对齐
经营现金流CAPLSF
| Q1 26 | — | — | ||
| Q4 25 | $29.4M | $382.4M | ||
| Q3 25 | $24.4M | $338.3M | ||
| Q2 25 | $22.6M | $607.5M | ||
| Q1 25 | $15.0M | $-211.2M | ||
| Q4 24 | $11.1M | $694.6M | ||
| Q3 24 | $41.9M | $198.3M | ||
| Q2 24 | $28.9M | $207.2M |
自由现金流CAPLSF
| Q1 26 | — | — | ||
| Q4 25 | $22.4M | $369.0M | ||
| Q3 25 | $17.7M | $321.1M | ||
| Q2 25 | $10.8M | $592.7M | ||
| Q1 25 | $4.9M | $-227.8M | ||
| Q4 24 | $3.9M | $677.2M | ||
| Q3 24 | $34.2M | $185.6M | ||
| Q2 24 | $23.6M | $173.3M |
自由现金流率CAPLSF
| Q1 26 | — | — | ||
| Q4 25 | 2.6% | 32.7% | ||
| Q3 25 | 1.8% | 33.4% | ||
| Q2 25 | 1.1% | 70.6% | ||
| Q1 25 | 0.6% | -27.0% | ||
| Q4 24 | 0.4% | 73.9% | ||
| Q3 24 | 3.2% | 22.9% | ||
| Q2 24 | 2.1% | 21.7% |
资本支出强度CAPLSF
| Q1 26 | — | — | ||
| Q4 25 | 0.8% | 1.2% | ||
| Q3 25 | 0.7% | 1.8% | ||
| Q2 25 | 1.2% | 1.8% | ||
| Q1 25 | 1.2% | 2.0% | ||
| Q4 24 | 0.8% | 1.9% | ||
| Q3 24 | 0.7% | 1.6% | ||
| Q2 24 | 0.5% | 4.2% |
现金转化率CAPLSF
| Q1 26 | — | — | ||
| Q4 25 | 2.89× | 1.45× | ||
| Q3 25 | 1.79× | 1.60× | ||
| Q2 25 | 0.90× | 3.92× | ||
| Q1 25 | — | -3.99× | ||
| Q4 24 | 0.66× | 2.85× | ||
| Q3 24 | 3.92× | 1.25× | ||
| Q2 24 | 2.33× | 1.25× |
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
CAPL
| Retail Segment | $505.3M | 58% |
| Wholesale | $360.9M | 42% |
| Other | $1.2M | 0% |
SF
| Other | $506.7M | 30% |
| Asset management | $459.5M | 28% |
| Investment banking | $341.4M | 20% |
| Commissions | $207.8M | 12% |
| Principal transactions | $150.2M | 9% |
