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COMMERCE BANCSHARES INC（CBSH）与Revolve Group, Inc.（RVLV）财务数据对比。点击上方公司名可切换其他公司
COMMERCE BANCSHARES INC的季度营收约是Revolve Group, Inc.的1.5倍（$475.7M vs $324.4M），COMMERCE BANCSHARES INC净利率更高（29.8% vs 5.7%，领先24.1%），COMMERCE BANCSHARES INC同比增速更快（11.1% vs 10.4%），过去两年Revolve Group, Inc.的营收复合增速更高（9.5% vs 7.1%）
Commerce Bancshares, Inc.是总部位于美国密苏里州的区域性银行控股公司，在堪萨斯城和圣路易斯设有核心办公点，旗下Commerce Bank提供多元化金融服务，覆盖企业及个人银行、财富管理、关联公司投资等业务。
Revolve Theatre Company是总部位于英国泰晤士河畔亨利的剧团，专注于创作演出政治题材和莎士比亚系列戏剧作品，由奥利弗·登奇、乔·莫里斯与汤姆·史密斯共同创立运营。
CBSH vs RVLV — 直观对比
营收规模更大
CBSH
是对方的1.5倍
$324.4M
营收增速更快
CBSH
高出0.7%
10.4%
净利率更高
CBSH
高出24.1%
5.7%
两年增速更快
RVLV
近两年复合增速
7.1%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $475.7M | $324.4M |
| 净利润 | $141.6M | $18.6M |
| 毛利率 | — | 53.3% |
| 营业利润率 | — | 6.3% |
| 净利率 | 29.8% | 5.7% |
| 营收同比 | 11.1% | 10.4% |
| 净利润同比 | 10.5% | 50.4% |
| 每股收益（稀释后） | $0.96 | $0.27 |
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CBSHRVLV
| Q1 26 | $475.7M | — | ||
| Q4 25 | $449.4M | $324.4M | ||
| Q3 25 | $441.0M | $295.6M | ||
| Q2 25 | $445.8M | $309.0M | ||
| Q1 25 | $428.1M | $296.7M | ||
| Q4 24 | $422.1M | $293.7M | ||
| Q3 24 | $421.4M | $283.1M | ||
| Q2 24 | $414.5M | $282.5M |
净利润CBSHRVLV
| Q1 26 | $141.6M | — | ||
| Q4 25 | $140.7M | $18.6M | ||
| Q3 25 | $141.5M | $21.2M | ||
| Q2 25 | $152.5M | $10.2M | ||
| Q1 25 | $131.6M | $11.8M | ||
| Q4 24 | $136.1M | $12.3M | ||
| Q3 24 | $138.0M | $11.0M | ||
| Q2 24 | $139.6M | $15.4M |
毛利率CBSHRVLV
| Q1 26 | — | — | ||
| Q4 25 | — | 53.3% | ||
| Q3 25 | — | 54.6% | ||
| Q2 25 | — | 54.1% | ||
| Q1 25 | — | 52.0% | ||
| Q4 24 | — | 52.5% | ||
| Q3 24 | — | 51.2% | ||
| Q2 24 | — | 54.0% |
营业利润率CBSHRVLV
| Q1 26 | — | — | ||
| Q4 25 | 40.8% | 6.3% | ||
| Q3 25 | 41.9% | 7.1% | ||
| Q2 25 | 44.0% | 5.8% | ||
| Q1 25 | 39.2% | 5.0% | ||
| Q4 24 | 41.2% | 3.9% | ||
| Q3 24 | 42.4% | 5.0% | ||
| Q2 24 | 43.4% | 5.8% |
净利率CBSHRVLV
| Q1 26 | 29.8% | — | ||
| Q4 25 | 31.3% | 5.7% | ||
| Q3 25 | 32.1% | 7.2% | ||
| Q2 25 | 34.2% | 3.3% | ||
| Q1 25 | 30.7% | 4.0% | ||
| Q4 24 | 32.2% | 4.2% | ||
| Q3 24 | 32.8% | 3.9% | ||
| Q2 24 | 33.7% | 5.4% |
每股收益（稀释后）CBSHRVLV
| Q1 26 | $0.96 | — | ||
| Q4 25 | $0.86 | $0.27 | ||
| Q3 25 | $1.06 | $0.29 | ||
| Q2 25 | $1.14 | $0.14 | ||
| Q1 25 | $0.98 | $0.16 | ||
| Q4 24 | $0.83 | $0.18 | ||
| Q3 24 | $1.01 | $0.15 | ||
| Q2 24 | $1.03 | $0.21 |
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 | — | $292.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $4.3B | $512.5M |
| 总资产 | $35.7B | $765.0M |
| 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CBSHRVLV
| Q1 26 | — | — | ||
| Q4 25 | — | $292.3M | ||
| Q3 25 | — | $315.4M | ||
| Q2 25 | — | $310.7M | ||
| Q1 25 | — | $300.8M | ||
| Q4 24 | — | $256.6M | ||
| Q3 24 | — | $252.8M | ||
| Q2 24 | — | $244.7M |
股东权益CBSHRVLV
| Q1 26 | $4.3B | — | ||
| Q4 25 | $3.8B | $512.5M | ||
| Q3 25 | $3.8B | $490.2M | ||
| Q2 25 | $3.6B | $468.6M | ||
| Q1 25 | $3.5B | $453.4M | ||
| Q4 24 | $3.3B | $437.8M | ||
| Q3 24 | $3.4B | $420.8M | ||
| Q2 24 | $3.1B | $405.8M |
总资产CBSHRVLV
| Q1 26 | $35.7B | — | ||
| Q4 25 | $32.9B | $765.0M | ||
| Q3 25 | $32.3B | $751.3M | ||
| Q2 25 | $32.3B | $722.9M | ||
| Q1 25 | $32.4B | $713.9M | ||
| Q4 24 | $32.0B | $665.5M | ||
| Q3 24 | $31.5B | $670.9M | ||
| Q2 24 | $30.6B | $657.8M |
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 | — | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | — | $-13.3M |
| 自由现金流率自由现金流/营收 | — | -4.1% |
| 资本支出强度资本支出/营收 | — | 1.0% |
| 现金转化率经营现金流/净利润 | — | -0.55× |
| 过去12个月自由现金流最近4个季度 | — | $48.0M |
8季度趋势，按日历期对齐
经营现金流CBSHRVLV
| Q1 26 | — | — | ||
| Q4 25 | $645.1M | $-10.2M | ||
| Q3 25 | $129.0M | $11.8M | ||
| Q2 25 | $111.2M | $12.6M | ||
| Q1 25 | $138.6M | $45.1M | ||
| Q4 24 | $577.9M | $3.9M | ||
| Q3 24 | $431.7M | $9.1M | ||
| Q2 24 | $147.4M | $-24.7M |
自由现金流CBSHRVLV
| Q1 26 | — | — | ||
| Q4 25 | $592.4M | $-13.3M | ||
| Q3 25 | $113.3M | $7.5M | ||
| Q2 25 | $100.5M | $10.4M | ||
| Q1 25 | $126.0M | $43.4M | ||
| Q4 24 | $531.7M | $2.1M | ||
| Q3 24 | $419.1M | $8.0M | ||
| Q2 24 | $138.9M | $-25.7M |
自由现金流率CBSHRVLV
| Q1 26 | — | — | ||
| Q4 25 | 131.8% | -4.1% | ||
| Q3 25 | 25.7% | 2.5% | ||
| Q2 25 | 22.5% | 3.4% | ||
| Q1 25 | 29.4% | 14.6% | ||
| Q4 24 | 126.0% | 0.7% | ||
| Q3 24 | 99.5% | 2.8% | ||
| Q2 24 | 33.5% | -9.1% |
资本支出强度CBSHRVLV
| Q1 26 | — | — | ||
| Q4 25 | 11.7% | 1.0% | ||
| Q3 25 | 3.6% | 1.5% | ||
| Q2 25 | 2.4% | 0.7% | ||
| Q1 25 | 2.9% | 0.6% | ||
| Q4 24 | 10.9% | 0.6% | ||
| Q3 24 | 3.0% | 0.4% | ||
| Q2 24 | 2.1% | 0.4% |
现金转化率CBSHRVLV
| Q1 26 | — | — | ||
| Q4 25 | 4.59× | -0.55× | ||
| Q3 25 | 0.91× | 0.56× | ||
| Q2 25 | 0.73× | 1.24× | ||
| Q1 25 | 1.05× | 3.82× | ||
| Q4 24 | 4.25× | 0.32× | ||
| Q3 24 | 3.13× | 0.83× | ||
| Q2 24 | 1.06× | -1.60× |
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
CBSH
暂无分部数据
RVLV
| Fashion Apparel | $155.1M | 48% |
| Dresses | $76.4M | 24% |
| Handbags Shoes And Accessories | $67.6M | 21% |
| Beauty | $20.3M | 6% |
| Manufactured Product Other | $5.0M | 2% |
| Breakage On Store Credit And Gift Cards | $900.0K | 0% |
