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CORCEPT THERAPEUTICS INC（CORT）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
Stitch Fix, Inc.的季度营收约是CORCEPT THERAPEUTICS INC的1.7倍（$342.1M vs $202.1M），CORCEPT THERAPEUTICS INC净利率更高（12.0% vs -1.9%，领先13.9%），CORCEPT THERAPEUTICS INC同比增速更快（11.1% vs 7.3%），CORCEPT THERAPEUTICS INC自由现金流更多（$38.4M vs $5.6M），过去两年CORCEPT THERAPEUTICS INC的营收复合增速更高（17.3% vs 1.8%）
Corcept Therapeutics是一家制药企业，专注于严重代谢疾病、精神疾病及肿瘤疾病治疗药物的发现、开发与商业化。公司围绕皮质醇过量带来的不良影响展开研究，致力于开发可缓解相关症状的新型化合物，管理团队由首席执行官兼总裁、董事Joseph K. Belanoff医学博士领导。
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。
CORT vs SFIX — 直观对比
营收规模更大
SFIX
是对方的1.7倍
$202.1M
营收增速更快
CORT
高出3.8%
7.3%
净利率更高
CORT
高出13.9%
-1.9%
自由现金流更多
CORT
多$32.8M
$5.6M
两年增速更快
CORT
近两年复合增速
1.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $202.1M | $342.1M |
| 净利润 | $24.3M | $-6.4M |
| 毛利率 | 98.7% | 43.6% |
| 营业利润率 | 2.2% | -2.5% |
| 净利率 | 12.0% | -1.9% |
| 营收同比 | 11.1% | 7.3% |
| 净利润同比 | -21.0% | -1.7% |
| 每股收益（稀释后） | $0.20 | $-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CORTSFIX
| Q4 25 | $202.1M | $342.1M | ||
| Q3 25 | $207.6M | $311.2M | ||
| Q2 25 | $194.4M | $325.0M | ||
| Q1 25 | $157.2M | $312.1M | ||
| Q4 24 | $181.9M | $318.8M | ||
| Q3 24 | $182.5M | $319.6M | ||
| Q2 24 | $163.8M | $322.7M | ||
| Q1 24 | $146.8M | $330.4M |
净利润CORTSFIX
| Q4 25 | $24.3M | $-6.4M | ||
| Q3 25 | $19.7M | $-8.6M | ||
| Q2 25 | $35.1M | $-7.4M | ||
| Q1 25 | $20.5M | $-6.5M | ||
| Q4 24 | $30.7M | $-6.3M | ||
| Q3 24 | $47.2M | $-36.5M | ||
| Q2 24 | $35.5M | $-21.3M | ||
| Q1 24 | $27.8M | $-35.5M |
毛利率CORTSFIX
| Q4 25 | 98.7% | 43.6% | ||
| Q3 25 | 97.8% | 43.6% | ||
| Q2 25 | 98.2% | 44.2% | ||
| Q1 25 | 98.5% | 44.5% | ||
| Q4 24 | 98.4% | 45.4% | ||
| Q3 24 | 98.4% | 44.6% | ||
| Q2 24 | 98.5% | 45.5% | ||
| Q1 24 | 98.3% | 43.4% |
营业利润率CORTSFIX
| Q4 25 | 2.2% | -2.5% | ||
| Q3 25 | 4.9% | -3.6% | ||
| Q2 25 | 13.7% | -3.0% | ||
| Q1 25 | 2.2% | -2.9% | ||
| Q4 24 | 13.9% | -2.8% | ||
| Q3 24 | 25.5% | -13.1% | ||
| Q2 24 | 21.7% | -7.7% | ||
| Q1 24 | 20.1% | -11.5% |
净利率CORTSFIX
| Q4 25 | 12.0% | -1.9% | ||
| Q3 25 | 9.5% | -2.8% | ||
| Q2 25 | 18.1% | -2.3% | ||
| Q1 25 | 13.1% | -2.1% | ||
| Q4 24 | 16.9% | -2.0% | ||
| Q3 24 | 25.9% | -11.4% | ||
| Q2 24 | 21.7% | -6.6% | ||
| Q1 24 | 18.9% | -10.8% |
每股收益（稀释后）CORTSFIX
| Q4 25 | $0.20 | $-0.05 | ||
| Q3 25 | $0.16 | $-0.06 | ||
| Q2 25 | $0.29 | $-0.06 | ||
| Q1 25 | $0.17 | $-0.05 | ||
| Q4 24 | $0.25 | $-0.05 | ||
| Q3 24 | $0.41 | $-0.29 | ||
| Q2 24 | $0.32 | $-0.18 | ||
| Q1 24 | $0.25 | $-0.30 |
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 | $372.2M | $244.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $647.8M | $204.1M |
| 总资产 | $836.7M | $530.7M |
| 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CORTSFIX
| Q4 25 | $372.2M | $244.2M | ||
| Q3 25 | $421.7M | $234.9M | ||
| Q2 25 | $342.2M | $234.2M | ||
| Q1 25 | $322.8M | $219.1M | ||
| Q4 24 | $383.3M | $253.3M | ||
| Q3 24 | $380.3M | $247.0M | ||
| Q2 24 | $473.2M | $244.5M | ||
| Q1 24 | $410.8M | $229.8M |
股东权益CORTSFIX
| Q4 25 | $647.8M | $204.1M | ||
| Q3 25 | $631.9M | $203.0M | ||
| Q2 25 | $635.8M | $200.4M | ||
| Q1 25 | $683.3M | $197.8M | ||
| Q4 24 | $679.6M | $190.5M | ||
| Q3 24 | $638.8M | $187.0M | ||
| Q2 24 | $596.2M | $208.9M | ||
| Q1 24 | $547.9M | $213.3M |
总资产CORTSFIX
| Q4 25 | $836.7M | $530.7M | ||
| Q3 25 | $823.6M | $480.6M | ||
| Q2 25 | $801.7M | $484.7M | ||
| Q1 25 | $846.5M | $472.6M | ||
| Q4 24 | $840.6M | $507.1M | ||
| Q3 24 | $784.3M | $486.9M | ||
| Q2 24 | $714.6M | $537.0M | ||
| Q1 24 | $655.9M | $538.3M |
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 | $38.4M | $10.9M |
| 自由现金流经营现金流 - 资本支出 | $38.4M | $5.6M |
| 自由现金流率自由现金流/营收 | 19.0% | 1.6% |
| 资本支出强度资本支出/营收 | 0.0% | 1.6% |
| 现金转化率经营现金流/净利润 | 1.58× | — |
| 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CORTSFIX
| Q4 25 | $38.4M | $10.9M | ||
| Q3 25 | $54.5M | $7.0M | ||
| Q2 25 | $43.9M | $20.5M | ||
| Q1 25 | $5.1M | $-16.2M | ||
| Q4 24 | $59.3M | $14.3M | ||
| Q3 24 | $73.8M | $8.2M | ||
| Q2 24 | $41.2M | $21.7M | ||
| Q1 24 | $23.8M | $-22.3M |
自由现金流CORTSFIX
| Q4 25 | $38.4M | $5.6M | ||
| Q3 25 | — | $2.8M | ||
| Q2 25 | $43.9M | $16.0M | ||
| Q1 25 | $5.0M | $-19.4M | ||
| Q4 24 | $59.2M | $9.9M | ||
| Q3 24 | $72.2M | $4.5M | ||
| Q2 24 | $40.8M | $18.9M | ||
| Q1 24 | — | $-26.1M |
自由现金流率CORTSFIX
| Q4 25 | 19.0% | 1.6% | ||
| Q3 25 | — | 0.9% | ||
| Q2 25 | 22.6% | 4.9% | ||
| Q1 25 | 3.2% | -6.2% | ||
| Q4 24 | 32.5% | 3.1% | ||
| Q3 24 | 39.5% | 1.4% | ||
| Q2 24 | 24.9% | 5.9% | ||
| Q1 24 | — | -7.9% |
资本支出强度CORTSFIX
| Q4 25 | 0.0% | 1.6% | ||
| Q3 25 | 0.0% | 1.4% | ||
| Q2 25 | 0.0% | 1.4% | ||
| Q1 25 | 0.1% | 1.0% | ||
| Q4 24 | 0.1% | 1.4% | ||
| Q3 24 | 0.9% | 1.2% | ||
| Q2 24 | 0.3% | 0.9% | ||
| Q1 24 | 0.0% | 1.1% |
现金转化率CORTSFIX
| Q4 25 | 1.58× | — | ||
| Q3 25 | 2.77× | — | ||
| Q2 25 | 1.25× | — | ||
| Q1 25 | 0.25× | — | ||
| Q4 24 | 1.93× | — | ||
| Q3 24 | 1.56× | — | ||
| Q2 24 | 1.16× | — | ||
| Q1 24 | 0.86× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
