vs
CoStar Group（CSGP）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CoStar Group的1.3倍（$1.1B vs $899.9M），STIFEL FINANCIAL CORP净利率更高（23.5% vs 5.2%，领先18.3%），CoStar Group同比增速更快（26.9% vs 23.0%），STIFEL FINANCIAL CORP自由现金流更多（$369.0M vs $101.3M），过去两年STIFEL FINANCIAL CORP的营收复合增速更高（21.1% vs 17.1%）
CoStar Group是1987年成立的美国商业地产服务商，总部位于弗吉尼亚州阿灵顿，业务覆盖北美、欧洲地区，为商业地产行业提供信息、分析及营销解决方案，旗下运营CoStar线上数据库、新闻网站及Apartments.com、Homes.com等多个线上平台。
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。
CSGP vs SF — 直观对比
营收规模更大
SF
是对方的1.3倍
$899.9M
营收增速更快
CSGP
高出3.8%
23.0%
净利率更高
SF
高出18.3%
5.2%
自由现金流更多
SF
多$267.7M
$101.3M
两年增速更快
SF
近两年复合增速
17.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $899.9M | $1.1B |
| 净利润 | $46.5M | $264.4M |
| 毛利率 | 78.6% | — |
| 营业利润率 | 5.5% | 27.3% |
| 净利率 | 5.2% | 23.5% |
| 营收同比 | 26.9% | 23.0% |
| 净利润同比 | -22.2% | 8.3% |
| 每股收益（稀释后） | $0.12 | $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CSGPSF
| Q4 25 | $899.9M | $1.1B | ||
| Q3 25 | $833.6M | $962.6M | ||
| Q2 25 | $781.3M | $838.9M | ||
| Q1 25 | $732.2M | $842.5M | ||
| Q4 24 | $709.4M | $916.0M | ||
| Q3 24 | $692.6M | $810.9M | ||
| Q2 24 | $677.8M | $798.9M | ||
| Q1 24 | $656.4M | $768.1M |
净利润CSGPSF
| Q4 25 | $46.5M | $264.4M | ||
| Q3 25 | $-30.9M | $211.4M | ||
| Q2 25 | $6.2M | $155.1M | ||
| Q1 25 | $-14.8M | $53.0M | ||
| Q4 24 | $59.8M | $244.0M | ||
| Q3 24 | $53.0M | $158.5M | ||
| Q2 24 | $19.2M | $165.3M | ||
| Q1 24 | $6.7M | $163.6M |
毛利率CSGPSF
| Q4 25 | 78.6% | — | ||
| Q3 25 | 79.3% | — | ||
| Q2 25 | 78.5% | — | ||
| Q1 25 | 79.1% | — | ||
| Q4 24 | 80.1% | — | ||
| Q3 24 | 79.7% | — | ||
| Q2 24 | 80.0% | — | ||
| Q1 24 | 78.5% | — |
营业利润率CSGPSF
| Q4 25 | 5.5% | 27.3% | ||
| Q3 25 | -6.1% | 29.7% | ||
| Q2 25 | -3.5% | 25.5% | ||
| Q1 25 | -5.8% | 7.5% | ||
| Q4 24 | 5.6% | 29.1% | ||
| Q3 24 | 3.4% | 26.7% | ||
| Q2 24 | -2.4% | 28.4% | ||
| Q1 24 | -6.5% | 28.5% |
净利率CSGPSF
| Q4 25 | 5.2% | 23.5% | ||
| Q3 25 | -3.7% | 22.0% | ||
| Q2 25 | 0.8% | 18.5% | ||
| Q1 25 | -2.0% | 6.3% | ||
| Q4 24 | 8.4% | 26.6% | ||
| Q3 24 | 7.7% | 19.5% | ||
| Q2 24 | 2.8% | 20.7% | ||
| Q1 24 | 1.0% | 21.3% |
每股收益（稀释后）CSGPSF
| Q4 25 | $0.12 | $2.30 | ||
| Q3 25 | $-0.07 | $1.84 | ||
| Q2 25 | $0.01 | $1.34 | ||
| Q1 25 | $-0.04 | $0.39 | ||
| Q4 24 | $0.14 | $2.10 | ||
| Q3 24 | $0.13 | $1.34 | ||
| Q2 24 | $0.05 | $1.41 | ||
| Q1 24 | $0.02 | $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 | $1.6B | $2.3B |
| 总债务越低越好 | $140.0M | $617.4M |
| 股东权益账面价值 | $8.3B | $6.0B |
| 总资产 | $10.5B | $41.3B |
| 负债/权益比越低杠杆越低 | 0.02× | 0.10× |
8季度趋势，按日历期对齐
现金及短期投资CSGPSF
| Q4 25 | $1.6B | $2.3B | ||
| Q3 25 | $1.9B | $3.2B | ||
| Q2 25 | $3.6B | $1.9B | ||
| Q1 25 | $3.7B | $2.7B | ||
| Q4 24 | $4.7B | $2.6B | ||
| Q3 24 | — | $1.9B | ||
| Q2 24 | — | $2.6B | ||
| Q1 24 | — | $3.4B |
总债务CSGPSF
| Q4 25 | $140.0M | $617.4M | ||
| Q3 25 | $1.0B | $617.2M | ||
| Q2 25 | $1.0B | $617.0M | ||
| Q1 25 | $1.0B | $616.8M | ||
| Q4 24 | $1.0B | $616.6M | ||
| Q3 24 | $1.0B | $616.4M | ||
| Q2 24 | $1.0B | $1.1B | ||
| Q1 24 | $1.0B | $1.1B |
股东权益CSGPSF
| Q4 25 | $8.3B | $6.0B | ||
| Q3 25 | $8.6B | $5.8B | ||
| Q2 25 | $8.6B | $5.6B | ||
| Q1 25 | $8.6B | $5.5B | ||
| Q4 24 | $7.6B | $5.7B | ||
| Q3 24 | $7.5B | $5.6B | ||
| Q2 24 | $7.4B | $5.4B | ||
| Q1 24 | $7.3B | $5.3B |
总资产CSGPSF
| Q4 25 | $10.5B | $41.3B | ||
| Q3 25 | $10.8B | $41.7B | ||
| Q2 25 | $10.5B | $39.9B | ||
| Q1 25 | $10.4B | $40.4B | ||
| Q4 24 | $9.3B | $39.9B | ||
| Q3 24 | $9.1B | $38.9B | ||
| Q2 24 | $9.1B | $37.8B | ||
| Q1 24 | $9.0B | $38.3B |
负债/权益比CSGPSF
| Q4 25 | 0.02× | 0.10× | ||
| Q3 25 | 0.12× | 0.11× | ||
| Q2 25 | 0.12× | 0.11× | ||
| Q1 25 | 0.12× | 0.11× | ||
| Q4 24 | 0.13× | 0.11× | ||
| Q3 24 | 0.13× | 0.11× | ||
| Q2 24 | 0.14× | 0.21× | ||
| Q1 24 | 0.14× | 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 | $162.1M | $382.4M |
| 自由现金流经营现金流 - 资本支出 | $101.3M | $369.0M |
| 自由现金流率自由现金流/营收 | 11.3% | 32.7% |
| 资本支出强度资本支出/营收 | 6.8% | 1.2% |
| 现金转化率经营现金流/净利润 | 3.49× | 1.45× |
| 过去12个月自由现金流最近4个季度 | $123.0M | $1.1B |
8季度趋势，按日历期对齐
经营现金流CSGPSF
| Q4 25 | $162.1M | $382.4M | ||
| Q3 25 | $68.2M | $338.3M | ||
| Q2 25 | $146.5M | $607.5M | ||
| Q1 25 | $53.2M | $-211.2M | ||
| Q4 24 | $94.6M | $694.6M | ||
| Q3 24 | $100.3M | $198.3M | ||
| Q2 24 | $58.1M | $207.2M | ||
| Q1 24 | $139.6M | $-609.7M |
自由现金流CSGPSF
| Q4 25 | $101.3M | $369.0M | ||
| Q3 25 | $-5.5M | $321.1M | ||
| Q2 25 | $27.7M | $592.7M | ||
| Q1 25 | $-500.0K | $-227.8M | ||
| Q4 24 | $25.2M | $677.2M | ||
| Q3 24 | $40.2M | $185.6M | ||
| Q2 24 | $-14.7M | $173.3M | ||
| Q1 24 | $-237.1M | $-619.4M |
自由现金流率CSGPSF
| Q4 25 | 11.3% | 32.7% | ||
| Q3 25 | -0.7% | 33.4% | ||
| Q2 25 | 3.5% | 70.6% | ||
| Q1 25 | -0.1% | -27.0% | ||
| Q4 24 | 3.6% | 73.9% | ||
| Q3 24 | 5.8% | 22.9% | ||
| Q2 24 | -2.2% | 21.7% | ||
| Q1 24 | -36.1% | -80.6% |
资本支出强度CSGPSF
| Q4 25 | 6.8% | 1.2% | ||
| Q3 25 | 8.8% | 1.8% | ||
| Q2 25 | 15.2% | 1.8% | ||
| Q1 25 | 7.3% | 2.0% | ||
| Q4 24 | 9.8% | 1.9% | ||
| Q3 24 | 8.7% | 1.6% | ||
| Q2 24 | 10.7% | 4.2% | ||
| Q1 24 | 57.4% | 1.3% |
现金转化率CSGPSF
| Q4 25 | 3.49× | 1.45× | ||
| Q3 25 | — | 1.60× | ||
| Q2 25 | 23.63× | 3.92× | ||
| Q1 25 | — | -3.99× | ||
| Q4 24 | 1.58× | 2.85× | ||
| Q3 24 | 1.89× | 1.25× | ||
| Q2 24 | 3.03× | 1.25× | ||
| Q1 24 | 20.84× | -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
CSGP
| Co Star | $503.8M | 56% |
| Other | $283.0M | 31% |
| Loop Net | $94.7M | 11% |
SF
暂无分部数据
