vs
Cohen & Co Inc.（COHN）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Cohen & Co Inc.的11.0倍（$1.1B vs $102.7M）。Cohen & Co Inc.同比增速更快（454.1% vs 23.0%）。STIFEL FINANCIAL CORP自由现金流更多（$369.0M vs $-2.5M）。过去两年Cohen & Co Inc.的营收复合增速更高（135.3% vs 21.1%）
科恩父子公司是一家总部位于伦敦商业路的废金属贸易商，由乔治·亨利·科恩于1834年创立，最初名为乔治·科恩公司，1883年创始人之子迈克尔·科恩入职后更名为现名。一战结束后，公司拿下多份大型合同，负责处理包括40万吨烈性炸药及炮弹在内的剩余军火。
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。
COHN vs SF — 直观对比
营收规模更大
SF
是对方的11.0倍
$102.7M
营收增速更快
COHN
高出431.1%
23.0%
自由现金流更多
SF
多$371.5M
$-2.5M
两年增速更快
COHN
近两年复合增速
21.1%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $102.7M | $1.1B |
| 净利润 | — | $264.4M |
| 毛利率 | — | — |
| 营业利润率 | 29.2% | 27.3% |
| 净利率 | — | 23.5% |
| 营收同比 | 454.1% | 23.0% |
| 净利润同比 | — | 8.3% |
| 每股收益（稀释后） | $0.77 | $2.30 |
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COHNSF
| Q4 25 | $102.7M | $1.1B | ||
| Q3 25 | $84.2M | $962.6M | ||
| Q2 25 | $59.9M | $838.9M | ||
| Q1 25 | $28.7M | $842.5M | ||
| Q4 24 | $18.5M | $916.0M | ||
| Q3 24 | $31.7M | $810.9M | ||
| Q2 24 | $10.8M | $798.9M | ||
| Q1 24 | $18.6M | $768.1M |
净利润COHNSF
| Q4 25 | — | $264.4M | ||
| Q3 25 | $4.6M | $211.4M | ||
| Q2 25 | $1.4M | $155.1M | ||
| Q1 25 | $329.0K | $53.0M | ||
| Q4 24 | — | $244.0M | ||
| Q3 24 | $2.1M | $158.5M | ||
| Q2 24 | $-2.3M | $165.3M | ||
| Q1 24 | $2.0M | $163.6M |
营业利润率COHNSF
| Q4 25 | 29.2% | 27.3% | ||
| Q3 25 | 25.8% | 29.7% | ||
| Q2 25 | 12.5% | 25.5% | ||
| Q1 25 | 0.4% | 7.5% | ||
| Q4 24 | -29.7% | 29.1% | ||
| Q3 24 | 22.8% | 26.7% | ||
| Q2 24 | -59.0% | 28.4% | ||
| Q1 24 | -18.2% | 28.5% |
净利率COHNSF
| Q4 25 | — | 23.5% | ||
| Q3 25 | 5.5% | 22.0% | ||
| Q2 25 | 2.4% | 18.5% | ||
| Q1 25 | 1.1% | 6.3% | ||
| Q4 24 | — | 26.6% | ||
| Q3 24 | 6.8% | 19.5% | ||
| Q2 24 | -21.8% | 20.7% | ||
| Q1 24 | 10.9% | 21.3% |
每股收益（稀释后）COHNSF
| Q4 25 | $0.77 | $2.30 | ||
| Q3 25 | $2.58 | $1.84 | ||
| Q2 25 | $0.81 | $1.34 | ||
| Q1 25 | $0.19 | $0.39 | ||
| Q4 24 | $-1.20 | $2.10 | ||
| Q3 24 | $1.31 | $1.34 | ||
| Q2 24 | $-1.47 | $1.41 | ||
| Q1 24 | $1.28 | $1.40 |
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 | $56.8M | $2.3B |
| 总债务越低越好 | $32.9M | $617.4M |
| 股东权益账面价值 | $51.1M | $6.0B |
| 总资产 | $700.6M | $41.3B |
| 负债/权益比越低杠杆越低 | 0.64× | 0.10× |
8季度趋势，按日历期对齐
现金及短期投资COHNSF
| Q4 25 | $56.8M | $2.3B | ||
| Q3 25 | $54.7M | $3.2B | ||
| Q2 25 | $26.0M | $1.9B | ||
| Q1 25 | $14.0M | $2.7B | ||
| Q4 24 | $19.6M | $2.6B | ||
| Q3 24 | $14.3M | $1.9B | ||
| Q2 24 | $9.6M | $2.6B | ||
| Q1 24 | $11.8M | $3.4B |
总债务COHNSF
| Q4 25 | $32.9M | $617.4M | ||
| Q3 25 | $32.7M | $617.2M | ||
| Q2 25 | $32.6M | $617.0M | ||
| Q1 25 | $35.0M | $616.8M | ||
| Q4 24 | $34.9M | $616.6M | ||
| Q3 24 | $34.9M | $616.4M | ||
| Q2 24 | $29.7M | $1.1B | ||
| Q1 24 | $29.7M | $1.1B |
股东权益COHNSF
| Q4 25 | $51.1M | $6.0B | ||
| Q3 25 | $47.8M | $5.8B | ||
| Q2 25 | $43.4M | $5.6B | ||
| Q1 25 | $42.0M | $5.5B | ||
| Q4 24 | $41.7M | $5.7B | ||
| Q3 24 | $43.8M | $5.6B | ||
| Q2 24 | $41.7M | $5.4B | ||
| Q1 24 | $43.8M | $5.3B |
总资产COHNSF
| Q4 25 | $700.6M | $41.3B | ||
| Q3 25 | $773.9M | $41.7B | ||
| Q2 25 | $1.1B | $39.9B | ||
| Q1 25 | $978.0M | $40.4B | ||
| Q4 24 | $971.1M | $39.9B | ||
| Q3 24 | $818.0M | $38.9B | ||
| Q2 24 | $826.0M | $37.8B | ||
| Q1 24 | $1.1B | $38.3B |
负债/权益比COHNSF
| Q4 25 | 0.64× | 0.10× | ||
| Q3 25 | 0.68× | 0.11× | ||
| Q2 25 | 0.75× | 0.11× | ||
| Q1 25 | 0.83× | 0.11× | ||
| Q4 24 | 0.84× | 0.11× | ||
| Q3 24 | 0.80× | 0.11× | ||
| Q2 24 | 0.71× | 0.21× | ||
| Q1 24 | 0.68× | 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 | $-2.1M | $382.4M |
| 自由现金流经营现金流 - 资本支出 | $-2.5M | $369.0M |
| 自由现金流率自由现金流/营收 | -2.4% | 32.7% |
| 资本支出强度资本支出/营收 | 0.4% | 1.2% |
| 现金转化率经营现金流/净利润 | — | 1.45× |
| 过去12个月自由现金流最近4个季度 | $26.1M | $1.1B |
8季度趋势，按日历期对齐
经营现金流COHNSF
| Q4 25 | $-2.1M | $382.4M | ||
| Q3 25 | $22.4M | $338.3M | ||
| Q2 25 | $13.3M | $607.5M | ||
| Q1 25 | $-6.4M | $-211.2M | ||
| Q4 24 | $4.4M | $694.6M | ||
| Q3 24 | $4.1M | $198.3M | ||
| Q2 24 | $-4.2M | $207.2M | ||
| Q1 24 | $5.1M | $-609.7M |
自由现金流COHNSF
| Q4 25 | $-2.5M | $369.0M | ||
| Q3 25 | $22.2M | $321.1M | ||
| Q2 25 | $12.9M | $592.7M | ||
| Q1 25 | $-6.5M | $-227.8M | ||
| Q4 24 | $4.0M | $677.2M | ||
| Q3 24 | $3.8M | $185.6M | ||
| Q2 24 | $-4.6M | $173.3M | ||
| Q1 24 | $5.0M | $-619.4M |
自由现金流率COHNSF
| Q4 25 | -2.4% | 32.7% | ||
| Q3 25 | 26.3% | 33.4% | ||
| Q2 25 | 21.6% | 70.6% | ||
| Q1 25 | -22.7% | -27.0% | ||
| Q4 24 | 21.4% | 73.9% | ||
| Q3 24 | 12.0% | 22.9% | ||
| Q2 24 | -42.4% | 21.7% | ||
| Q1 24 | 27.1% | -80.6% |
资本支出强度COHNSF
| Q4 25 | 0.4% | 1.2% | ||
| Q3 25 | 0.3% | 1.8% | ||
| Q2 25 | 0.7% | 1.8% | ||
| Q1 25 | 0.5% | 2.0% | ||
| Q4 24 | 2.5% | 1.9% | ||
| Q3 24 | 1.0% | 1.6% | ||
| Q2 24 | 3.5% | 4.2% | ||
| Q1 24 | 0.5% | 1.3% |
现金转化率COHNSF
| Q4 25 | — | 1.45× | ||
| Q3 25 | 4.88× | 1.60× | ||
| Q2 25 | 9.48× | 3.92× | ||
| Q1 25 | -19.37× | -3.99× | ||
| Q4 24 | — | 2.85× | ||
| Q3 24 | 1.91× | 1.25× | ||
| Q2 24 | — | 1.25× | ||
| Q1 24 | 2.54× | -3.73× |
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
COHN
| Capital Markets | $68.5M | 67% |
| Other | $25.7M | 25% |
| Gestational Repo Business | $5.6M | 5% |
| Asset Management Segment | $2.9M | 3% |
SF
暂无分部数据
