vs
Clearwater Paper Corp（CLW）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
Clearwater Paper Corp的季度营收约是Stitch Fix, Inc.的1.1倍（$360.3M vs $342.1M），Stitch Fix, Inc.净利率更高（-1.9% vs -3.6%，领先1.7%），Stitch Fix, Inc.同比增速更快（7.3% vs -4.7%），过去两年Clearwater Paper Corp的营收复合增速更高（2.3% vs 1.8%）
净水纸业公司是美国的一家纸浆与纸板制造商，总部位于华盛顿州斯波坎。公司于2008年12月9日从波特拉奇公司分拆设立，专注于纸浆及纸板产品的研发生产与销售，是北美地区该领域颇具影响力的生产企业。
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。
CLW vs SFIX — 直观对比
营收规模更大
CLW
是对方的1.1倍
$342.1M
营收增速更快
SFIX
高出12.0%
-4.7%
净利率更高
SFIX
高出1.7%
-3.6%
两年增速更快
CLW
近两年复合增速
1.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $360.3M | $342.1M |
| 净利润 | $-12.8M | $-6.4M |
| 毛利率 | -0.2% | 43.6% |
| 营业利润率 | — | -2.5% |
| 净利率 | -3.6% | -1.9% |
| 营收同比 | -4.7% | 7.3% |
| 净利润同比 | -103.2% | -1.7% |
| 每股收益（稀释后） | — | $-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CLWSFIX
| Q1 26 | $360.3M | — | ||
| Q4 25 | $386.4M | $342.1M | ||
| Q3 25 | $399.0M | $311.2M | ||
| Q2 25 | $391.8M | $325.0M | ||
| Q1 25 | $378.2M | $312.1M | ||
| Q4 24 | $387.1M | $318.8M | ||
| Q3 24 | $393.3M | $319.6M | ||
| Q2 24 | $344.4M | $322.7M |
净利润CLWSFIX
| Q1 26 | $-12.8M | — | ||
| Q4 25 | $38.3M | $-6.4M | ||
| Q3 25 | $-53.3M | $-8.6M | ||
| Q2 25 | $2.7M | $-7.4M | ||
| Q1 25 | $-6.3M | $-6.5M | ||
| Q4 24 | $199.1M | $-6.3M | ||
| Q3 24 | $5.8M | $-36.5M | ||
| Q2 24 | $-25.8M | $-21.3M |
毛利率CLWSFIX
| Q1 26 | -0.2% | — | ||
| Q4 25 | 4.5% | 43.6% | ||
| Q3 25 | 4.7% | 43.6% | ||
| Q2 25 | 11.0% | 44.2% | ||
| Q1 25 | 9.7% | 44.5% | ||
| Q4 24 | 3.8% | 45.4% | ||
| Q3 24 | 7.7% | 44.6% | ||
| Q2 24 | -0.6% | 45.5% |
营业利润率CLWSFIX
| Q1 26 | — | — | ||
| Q4 25 | 1.9% | -2.5% | ||
| Q3 25 | -13.9% | -3.6% | ||
| Q2 25 | 2.5% | -3.0% | ||
| Q1 25 | -1.1% | -2.9% | ||
| Q4 24 | -4.0% | -2.8% | ||
| Q3 24 | -0.3% | -13.1% | ||
| Q2 24 | -13.6% | -7.7% |
净利率CLWSFIX
| Q1 26 | -3.6% | — | ||
| Q4 25 | 9.9% | -1.9% | ||
| Q3 25 | -13.4% | -2.8% | ||
| Q2 25 | 0.7% | -2.3% | ||
| Q1 25 | -1.7% | -2.1% | ||
| Q4 24 | 51.4% | -2.0% | ||
| Q3 24 | 1.5% | -11.4% | ||
| Q2 24 | -7.5% | -6.6% |
每股收益（稀释后）CLWSFIX
| Q1 26 | — | — | ||
| Q4 25 | $2.36 | $-0.05 | ||
| Q3 25 | $-3.30 | $-0.06 | ||
| Q2 25 | $0.17 | $-0.06 | ||
| Q1 25 | $-0.38 | $-0.05 | ||
| Q4 24 | $11.87 | $-0.05 | ||
| Q3 24 | $0.35 | $-0.29 | ||
| Q2 24 | $-1.55 | $-0.18 |
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 | $36.5M | $244.2M |
| 总债务越低越好 | $361.1M | — |
| 股东权益账面价值 | $813.8M | $204.1M |
| 总资产 | $1.6B | $530.7M |
| 负债/权益比越低杠杆越低 | 0.44× | — |
8季度趋势，按日历期对齐
现金及短期投资CLWSFIX
| Q1 26 | $36.5M | — | ||
| Q4 25 | $30.7M | $244.2M | ||
| Q3 25 | $34.4M | $234.9M | ||
| Q2 25 | $46.7M | $234.2M | ||
| Q1 25 | $44.0M | $219.1M | ||
| Q4 24 | $79.6M | $253.3M | ||
| Q3 24 | $35.5M | $247.0M | ||
| Q2 24 | $39.6M | $244.5M |
总债务CLWSFIX
| Q1 26 | $361.1M | — | ||
| Q4 25 | $346.8M | — | ||
| Q3 25 | $337.0M | — | ||
| Q2 25 | $330.1M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $283.4M | — | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $1.1B | — |
股东权益CLWSFIX
| Q1 26 | $813.8M | — | ||
| Q4 25 | $825.3M | $204.1M | ||
| Q3 25 | $783.0M | $203.0M | ||
| Q2 25 | $836.8M | $200.4M | ||
| Q1 25 | $836.6M | $197.8M | ||
| Q4 24 | $854.6M | $190.5M | ||
| Q3 24 | $664.6M | $187.0M | ||
| Q2 24 | $658.6M | $208.9M |
总资产CLWSFIX
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $530.7M | ||
| Q3 25 | $1.6B | $480.6M | ||
| Q2 25 | $1.6B | $484.7M | ||
| Q1 25 | $1.6B | $472.6M | ||
| Q4 24 | $1.7B | $507.1M | ||
| Q3 24 | $2.5B | $486.9M | ||
| Q2 24 | $2.5B | $537.0M |
负债/权益比CLWSFIX
| Q1 26 | 0.44× | — | ||
| Q4 25 | 0.42× | — | ||
| Q3 25 | 0.43× | — | ||
| Q2 25 | 0.39× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.33× | — | ||
| Q3 24 | 1.73× | — | ||
| Q2 24 | 1.74× | — |
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 | — | $10.9M |
| 自由现金流经营现金流 - 资本支出 | — | $5.6M |
| 自由现金流率自由现金流/营收 | — | 1.6% |
| 资本支出强度资本支出/营收 | — | 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 | — | $4.9M |
8季度趋势，按日历期对齐
经营现金流CLWSFIX
| Q1 26 | — | — | ||
| Q4 25 | $5.0M | $10.9M | ||
| Q3 25 | $34.0M | $7.0M | ||
| Q2 25 | $-28.2M | $20.5M | ||
| Q1 25 | $1.5M | $-16.2M | ||
| Q4 24 | $-35.1M | $14.3M | ||
| Q3 24 | $16.2M | $8.2M | ||
| Q2 24 | $21.1M | $21.7M |
自由现金流CLWSFIX
| Q1 26 | — | — | ||
| Q4 25 | $-9.9M | $5.6M | ||
| Q3 25 | $15.7M | $2.8M | ||
| Q2 25 | $-51.1M | $16.0M | ||
| Q1 25 | $-31.2M | $-19.4M | ||
| Q4 24 | $-68.1M | $9.9M | ||
| Q3 24 | $-30.8M | $4.5M | ||
| Q2 24 | $3.0M | $18.9M |
自由现金流率CLWSFIX
| Q1 26 | — | — | ||
| Q4 25 | -2.6% | 1.6% | ||
| Q3 25 | 3.9% | 0.9% | ||
| Q2 25 | -13.0% | 4.9% | ||
| Q1 25 | -8.2% | -6.2% | ||
| Q4 24 | -17.6% | 3.1% | ||
| Q3 24 | -7.8% | 1.4% | ||
| Q2 24 | 0.9% | 5.9% |
资本支出强度CLWSFIX
| Q1 26 | — | — | ||
| Q4 25 | 3.9% | 1.6% | ||
| Q3 25 | 4.6% | 1.4% | ||
| Q2 25 | 5.8% | 1.4% | ||
| Q1 25 | 8.6% | 1.0% | ||
| Q4 24 | 8.5% | 1.4% | ||
| Q3 24 | 12.0% | 1.2% | ||
| Q2 24 | 5.3% | 0.9% |
现金转化率CLWSFIX
| Q1 26 | — | — | ||
| Q4 25 | 0.13× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | -10.44× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | -0.18× | — | ||
| Q3 24 | 2.79× | — | ||
| Q2 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
