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COMPASS MINERALS INTERNATIONAL INC（CMP）与STEWART INFORMATION SERVICES CORP（STC）财务数据对比。点击上方公司名可切换其他公司
STEWART INFORMATION SERVICES CORP的季度营收约是COMPASS MINERALS INTERNATIONAL INC的1.9倍（$764.6M vs $396.1M），COMPASS MINERALS INTERNATIONAL INC净利率更高（4.7% vs 2.2%，领先2.5%），COMPASS MINERALS INTERNATIONAL INC同比增速更快（28.9% vs 27.7%），过去两年STEWART INFORMATION SERVICES CORP的营收复合增速更高（12.7% vs 4.3%）
指南针矿产国际是一家美国上市矿产企业，总部位于堪萨斯州欧弗兰帕克，是盐、氯化镁和硫酸钾等产品的领先生产商。公司面向北美和英国客户供应经处理与未经处理的散装道路除冰盐，同时向全球种植者提供植物营养产品，此外也生产民用除冰、水质调节产品及相关商用产品。
斯图尔特信息服务公司（STC）是一家主营房地产信息、产权保险及交易管理服务的企业，旗下全资子公司斯图尔特产权担保公司、斯图尔特产权公司通过直营网点、斯图尔特可信供应商网络内的独立代理机构及合作企业，为美国及全球市场提供相关产品与服务，总部位于得克萨斯州休斯敦，现有员工约6350人。
CMP vs STC — 直观对比
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $396.1M | $764.6M |
| 净利润 | $18.6M | $17.0M |
| 毛利率 | 16.0% | — |
| 营业利润率 | 9.2% | — |
| 净利率 | 4.7% | 2.2% |
| 营收同比 | 28.9% | 27.7% |
| 净利润同比 | 178.8% | 448.4% |
| 每股收益（稀释后） | $0.43 | — |
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
| Q1 26 | — | $764.6M | ||
| Q4 25 | $396.1M | $790.6M | ||
| Q3 25 | $227.5M | $796.9M | ||
| Q2 25 | $214.6M | $722.2M | ||
| Q1 25 | $494.6M | $612.0M | ||
| Q4 24 | $307.2M | $665.9M | ||
| Q3 24 | $208.8M | $667.9M | ||
| Q2 24 | $202.9M | $602.2M |
| Q1 26 | — | $17.0M | ||
| Q4 25 | $18.6M | $36.3M | ||
| Q3 25 | $-7.2M | $44.3M | ||
| Q2 25 | $-17.0M | $31.9M | ||
| Q1 25 | $-32.0M | $3.1M | ||
| Q4 24 | $-23.6M | $22.7M | ||
| Q3 24 | $-48.3M | $30.1M | ||
| Q2 24 | $-43.6M | $17.3M |
| Q1 26 | — | — | ||
| Q4 25 | 16.0% | — | ||
| Q3 25 | 16.9% | — | ||
| Q2 25 | 19.2% | — | ||
| Q1 25 | 15.5% | — | ||
| Q4 24 | 11.2% | — | ||
| Q3 24 | 9.3% | — | ||
| Q2 24 | 16.1% | — |
| Q1 26 | — | — | ||
| Q4 25 | 9.2% | 6.5% | ||
| Q3 25 | 5.3% | 7.7% | ||
| Q2 25 | 7.4% | 6.5% | ||
| Q1 25 | -0.6% | 1.0% | ||
| Q4 24 | 0.2% | 5.3% | ||
| Q3 24 | -14.3% | 6.4% | ||
| Q2 24 | 2.9% | 4.8% |
| Q1 26 | — | 2.2% | ||
| Q4 25 | 4.7% | 4.6% | ||
| Q3 25 | -3.2% | 5.6% | ||
| Q2 25 | -7.9% | 4.4% | ||
| Q1 25 | -6.5% | 0.5% | ||
| Q4 24 | -7.7% | 3.4% | ||
| Q3 24 | -23.1% | 4.5% | ||
| Q2 24 | -21.5% | 2.9% |
| Q1 26 | — | — | ||
| Q4 25 | $0.43 | $1.26 | ||
| Q3 25 | — | $1.55 | ||
| Q2 25 | $-0.41 | $1.13 | ||
| Q1 25 | $-0.77 | $0.11 | ||
| Q4 24 | $-0.57 | $0.81 | ||
| Q3 24 | $-1.17 | $1.07 | ||
| Q2 24 | $-1.05 | $0.62 |
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 | $46.7M | $317.5M |
| 总债务越低越好 | $890.0M | — |
| 股东权益账面价值 | $260.5M | — |
| 总资产 | $1.5B | — |
| 负债/权益比越低杠杆越低 | 3.42× | — |
8季度趋势，按日历期对齐
| Q1 26 | — | $317.5M | ||
| Q4 25 | $46.7M | $369.7M | ||
| Q3 25 | $59.7M | $233.2M | ||
| Q2 25 | $79.4M | $223.8M | ||
| Q1 25 | $49.5M | $194.2M | ||
| Q4 24 | $45.8M | $257.5M | ||
| Q3 24 | $20.2M | $228.7M | ||
| Q2 24 | $12.8M | $176.7M |
| Q1 26 | — | — | ||
| Q4 25 | $890.0M | — | ||
| Q3 25 | $839.8M | — | ||
| Q2 25 | $833.4M | — | ||
| Q1 25 | $807.6M | — | ||
| Q4 24 | $974.4M | $445.8M | ||
| Q3 24 | $921.2M | — | ||
| Q2 24 | $875.1M | — |
| Q1 26 | — | — | ||
| Q4 25 | $260.5M | $1.6B | ||
| Q3 25 | $234.1M | $1.5B | ||
| Q2 25 | $249.8M | $1.4B | ||
| Q1 25 | $236.5M | $1.4B | ||
| Q4 24 | $263.0M | $1.4B | ||
| Q3 24 | $316.6M | $1.4B | ||
| Q2 24 | $352.1M | $1.4B |
| Q1 26 | — | — | ||
| Q4 25 | $1.5B | $3.3B | ||
| Q3 25 | $1.5B | $2.8B | ||
| Q2 25 | $1.5B | $2.8B | ||
| Q1 25 | $1.5B | $2.7B | ||
| Q4 24 | $1.7B | $2.7B | ||
| Q3 24 | $1.6B | $2.7B | ||
| Q2 24 | $1.6B | $2.6B |
| Q1 26 | — | — | ||
| Q4 25 | 3.42× | — | ||
| Q3 25 | 3.59× | — | ||
| Q2 25 | 3.34× | — | ||
| Q1 25 | 3.41× | — | ||
| Q4 24 | 3.70× | 0.32× | ||
| Q3 24 | 2.91× | — | ||
| Q2 24 | 2.49× | — |
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 | $-37.0M | — |
| 自由现金流经营现金流 - 资本支出 | $-59.8M | — |
| 自由现金流率自由现金流/营收 | -15.1% | — |
| 资本支出强度资本支出/营收 | 5.8% | — |
| 现金转化率经营现金流/净利润 | -1.99× | — |
| 过去12个月自由现金流最近4个季度 | $94.1M | — |
8季度趋势，按日历期对齐
| Q1 26 | — | — | ||
| Q4 25 | $-37.0M | $89.5M | ||
| Q3 25 | $-6.9M | $92.6M | ||
| Q2 25 | $21.8M | $53.4M | ||
| Q1 25 | $186.9M | $-29.9M | ||
| Q4 24 | $-4.1M | $68.0M | ||
| Q3 24 | $-12.7M | $76.1M | ||
| Q2 24 | $-6.8M | $21.1M |
| Q1 26 | — | — | ||
| Q4 25 | $-59.8M | $62.3M | ||
| Q3 25 | $-22.8M | $73.6M | ||
| Q2 25 | $3.8M | $38.7M | ||
| Q1 25 | $172.9M | $-42.2M | ||
| Q4 24 | $-25.9M | $55.6M | ||
| Q3 24 | $-33.6M | $67.4M | ||
| Q2 24 | $-21.5M | $11.9M |
| Q1 26 | — | — | ||
| Q4 25 | -15.1% | 7.9% | ||
| Q3 25 | -10.0% | 9.2% | ||
| Q2 25 | 1.8% | 5.4% | ||
| Q1 25 | 35.0% | -6.9% | ||
| Q4 24 | -8.4% | 8.4% | ||
| Q3 24 | -16.1% | 10.1% | ||
| Q2 24 | -10.6% | 2.0% |
| Q1 26 | — | — | ||
| Q4 25 | 5.8% | 3.4% | ||
| Q3 25 | 7.0% | 2.4% | ||
| Q2 25 | 8.4% | 2.0% | ||
| Q1 25 | 2.8% | 2.0% | ||
| Q4 24 | 7.1% | 1.9% | ||
| Q3 24 | 10.0% | 1.3% | ||
| Q2 24 | 7.2% | 1.5% |
| Q1 26 | — | — | ||
| Q4 25 | -1.99× | 2.47× | ||
| Q3 25 | — | 2.09× | ||
| Q2 25 | — | 1.67× | ||
| Q1 25 | — | -9.73× | ||
| Q4 24 | — | 2.99× | ||
| Q3 24 | — | 2.53× | ||
| Q2 24 | — | 1.22× |
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
CMP
| Highway Deicing Salt | $210.8M | 53% |
| Consumer Industrial Salt | $120.7M | 30% |
| Plant Nutrition | $60.8M | 15% |
| Transferred Over Time | $2.8M | 1% |
| Other | $1.0M | 0% |
STC
| Agency title | $333.0M | 44% |
| Direct title | $270.2M | 35% |
| Real estate solutions | $161.4M | 21% |
