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科睿唯安（CLVT）与Strategic Education, Inc.（STRA）财务数据对比。点击上方公司名可切换其他公司
科睿唯安的季度营收约是Strategic Education, Inc.的1.9倍（$585.5M vs $305.9M），Strategic Education, Inc.净利率更高（10.7% vs -6.9%，领先17.6%），Strategic Education, Inc.同比增速更快（0.8% vs -1.4%），科睿唯安自由现金流更多（$78.9M vs $77.3M），过去两年Strategic Education, Inc.的营收复合增速更高（-1.0% vs -5.1%）
科睿唯安是一家英美合资的上市分析服务企业，主要提供订阅制信息服务，覆盖文献计量、科学计量、商业与市场情报领域，同时为医药、生物科技行业提供专利、监管合规相关的竞争分析，也提供商标保护、域名与品牌保护服务，旗下Web of Science产品系列还负责计算学术期刊的影响因子。
Strategic Education, Inc.（简称SEI）是一家教育服务控股企业，前身为斯特雷尔教育公司。旗下拥有营利性在线院校卡佩拉大学、斯特雷尔大学，还运营着DevMountain、Hackbright学院、Sophia Learning等提供非学位课程的教育机构。
CLVT vs STRA — 直观对比
营收规模更大
CLVT
是对方的1.9倍
$305.9M
营收增速更快
STRA
高出2.2%
-1.4%
净利率更高
STRA
高出17.6%
-6.9%
自由现金流更多
CLVT
多$1.6M
$77.3M
两年增速更快
STRA
近两年复合增速
-5.1%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $585.5M | $305.9M |
| 净利润 | $-40.2M | $32.8M |
| 毛利率 | 67.2% | — |
| 营业利润率 | 5.2% | 13.4% |
| 净利率 | -6.9% | 10.7% |
| 营收同比 | -1.4% | 0.8% |
| 净利润同比 | 61.3% | 10.3% |
| 每股收益（稀释后） | $-0.06 | $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CLVTSTRA
| Q1 26 | $585.5M | $305.9M | ||
| Q4 25 | $617.0M | $323.2M | ||
| Q3 25 | $623.1M | $319.9M | ||
| Q2 25 | $621.4M | $321.5M | ||
| Q1 25 | $593.7M | $303.6M | ||
| Q4 24 | $663.0M | $311.5M | ||
| Q3 24 | $622.2M | $306.0M | ||
| Q2 24 | $650.3M | $312.3M |
净利润CLVTSTRA
| Q1 26 | $-40.2M | $32.8M | ||
| Q4 25 | $3.1M | $37.9M | ||
| Q3 25 | $-28.3M | $26.6M | ||
| Q2 25 | $-72.0M | $32.3M | ||
| Q1 25 | $-103.9M | $29.7M | ||
| Q4 24 | $-191.8M | $25.3M | ||
| Q3 24 | $-65.6M | $27.7M | ||
| Q2 24 | $-304.3M | $29.9M |
毛利率CLVTSTRA
| Q1 26 | 67.2% | — | ||
| Q4 25 | 66.8% | — | ||
| Q3 25 | 65.0% | — | ||
| Q2 25 | 67.2% | — | ||
| Q1 25 | 65.1% | — | ||
| Q4 24 | 65.7% | — | ||
| Q3 24 | 66.2% | — | ||
| Q2 24 | 67.2% | — |
营业利润率CLVTSTRA
| Q1 26 | 5.2% | 13.4% | ||
| Q4 25 | 6.7% | 16.0% | ||
| Q3 25 | 7.1% | 11.6% | ||
| Q2 25 | 1.1% | 14.2% | ||
| Q1 25 | -3.5% | 13.1% | ||
| Q4 24 | -9.4% | 11.6% | ||
| Q3 24 | 3.5% | 11.9% | ||
| Q2 24 | -36.9% | 13.4% |
净利率CLVTSTRA
| Q1 26 | -6.9% | 10.7% | ||
| Q4 25 | 0.5% | 11.7% | ||
| Q3 25 | -4.5% | 8.3% | ||
| Q2 25 | -11.6% | 10.1% | ||
| Q1 25 | -17.5% | 9.8% | ||
| Q4 24 | -28.9% | 8.1% | ||
| Q3 24 | -10.5% | 9.1% | ||
| Q2 24 | -46.8% | 9.6% |
每股收益（稀释后）CLVTSTRA
| Q1 26 | $-0.06 | $1.48 | ||
| Q4 25 | $0.00 | $1.65 | ||
| Q3 25 | $-0.04 | $1.15 | ||
| Q2 25 | $-0.11 | $1.37 | ||
| Q1 25 | $-0.15 | $1.24 | ||
| Q4 24 | $-0.27 | $1.05 | ||
| Q3 24 | $-0.09 | $1.15 | ||
| Q2 24 | $-0.46 | $1.24 |
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 | — | $150.3M |
| 总债务越低越好 | $4.3B | — |
| 股东权益账面价值 | $4.8B | $1.6B |
| 总资产 | $10.9B | $2.1B |
| 负债/权益比越低杠杆越低 | 0.89× | — |
8季度趋势，按日历期对齐
现金及短期投资CLVTSTRA
| Q1 26 | — | $150.3M | ||
| Q4 25 | $329.2M | $148.1M | ||
| Q3 25 | $318.7M | $172.6M | ||
| Q2 25 | $362.6M | $164.9M | ||
| Q1 25 | $354.0M | $182.6M | ||
| Q4 24 | $295.2M | $184.0M | ||
| Q3 24 | $388.5M | $222.1M | ||
| Q2 24 | $376.4M | $256.2M |
总债务CLVTSTRA
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.3B | — | ||
| Q3 25 | $4.4B | — | ||
| Q2 25 | $4.5B | — | ||
| Q1 25 | $4.5B | — | ||
| Q4 24 | $4.5B | — | ||
| Q3 24 | $4.6B | — | ||
| Q2 24 | $4.6B | — |
股东权益CLVTSTRA
| Q1 26 | $4.8B | $1.6B | ||
| Q4 25 | $4.8B | $1.6B | ||
| Q3 25 | $4.9B | $1.7B | ||
| Q2 25 | $5.0B | $1.7B | ||
| Q1 25 | $5.0B | $1.6B | ||
| Q4 24 | $5.1B | $1.7B | ||
| Q3 24 | $5.5B | $1.7B | ||
| Q2 24 | $5.6B | $1.7B |
总资产CLVTSTRA
| Q1 26 | $10.9B | $2.1B | ||
| Q4 25 | $11.1B | $2.0B | ||
| Q3 25 | $11.2B | $2.1B | ||
| Q2 25 | $11.4B | $2.1B | ||
| Q1 25 | $11.5B | $2.1B | ||
| Q4 24 | $11.5B | $2.0B | ||
| Q3 24 | $12.0B | $2.2B | ||
| Q2 24 | $12.1B | $2.2B |
负债/权益比CLVTSTRA
| Q1 26 | 0.89× | — | ||
| Q4 25 | 0.89× | — | ||
| Q3 25 | 0.90× | — | ||
| Q2 25 | 0.90× | — | ||
| Q1 25 | 0.90× | — | ||
| Q4 24 | 0.88× | — | ||
| Q3 24 | 0.84× | — | ||
| Q2 24 | 0.83× | — |
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 | $134.7M | $87.4M |
| 自由现金流经营现金流 - 资本支出 | $78.9M | $77.3M |
| 自由现金流率自由现金流/营收 | 13.5% | 25.3% |
| 资本支出强度资本支出/营收 | 9.5% | — |
| 现金转化率经营现金流/净利润 | — | 2.66× |
| 过去12个月自由现金流最近4个季度 | $333.9M | $173.9M |
8季度趋势，按日历期对齐
经营现金流CLVTSTRA
| Q1 26 | $134.7M | $87.4M | ||
| Q4 25 | $159.9M | $39.2M | ||
| Q3 25 | $181.1M | $60.1M | ||
| Q2 25 | $116.3M | $31.2M | ||
| Q1 25 | $171.2M | $67.7M | ||
| Q4 24 | $141.3M | $15.9M | ||
| Q3 24 | $202.9M | $51.5M | ||
| Q2 24 | $126.2M | $24.3M |
自由现金流CLVTSTRA
| Q1 26 | $78.9M | $77.3M | ||
| Q4 25 | $89.2M | $27.0M | ||
| Q3 25 | $115.5M | $49.3M | ||
| Q2 25 | $50.3M | $20.4M | ||
| Q1 25 | $110.3M | $57.3M | ||
| Q4 24 | $59.1M | $4.7M | ||
| Q3 24 | $126.3M | $42.1M | ||
| Q2 24 | $60.3M | $13.6M |
自由现金流率CLVTSTRA
| Q1 26 | 13.5% | 25.3% | ||
| Q4 25 | 14.5% | 8.3% | ||
| Q3 25 | 18.5% | 15.4% | ||
| Q2 25 | 8.1% | 6.3% | ||
| Q1 25 | 18.6% | 18.9% | ||
| Q4 24 | 8.9% | 1.5% | ||
| Q3 24 | 20.3% | 13.8% | ||
| Q2 24 | 9.3% | 4.3% |
资本支出强度CLVTSTRA
| Q1 26 | 9.5% | — | ||
| Q4 25 | 11.5% | 3.8% | ||
| Q3 25 | 10.5% | 3.4% | ||
| Q2 25 | 10.6% | 3.4% | ||
| Q1 25 | 10.3% | 3.4% | ||
| Q4 24 | 12.4% | 3.6% | ||
| Q3 24 | 12.3% | 3.1% | ||
| Q2 24 | 10.1% | 3.4% |
现金转化率CLVTSTRA
| Q1 26 | — | 2.66× | ||
| Q4 25 | 51.58× | 1.03× | ||
| Q3 25 | — | 2.26× | ||
| Q2 25 | — | 0.97× | ||
| Q1 25 | — | 2.27× | ||
| Q4 24 | — | 0.63× | ||
| Q3 24 | — | 1.86× | ||
| Q2 24 | — | 0.81× |
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
CLVT
| Subscription | $397.5M | 68% |
| Re-occurring | $108.6M | 19% |
| Transactional | $79.4M | 14% |
STRA
| U.S. Higher Education | $212.6M | 69% |
| Australia/New Zealand | $51.8M | 17% |
| Education Technology Services | $41.5M | 14% |
