vs
AMCON DISTRIBUTING CO（DIT）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AMCON DISTRIBUTING CO的2.3倍（$1.7B vs $730.1M），STIFEL FINANCIAL CORP净利率更高（15.1% vs 0.1%，领先15.0%），STIFEL FINANCIAL CORP同比增速更快（17.7% vs 2.6%），过去两年STIFEL FINANCIAL CORP的营收复合增速更高（44.4% vs 10.1%）
AMCON Distributing Co是一家总部位于美国的消费品分销企业，主营食品、饮料、美妆个护、烟草及日用百货的分销业务，主要服务美国本土的独立便利店、食品零售商、药店及其他小型零售网点。
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。
DIT vs SF — 直观对比
营收规模更大
SF
是对方的2.3倍
$730.1M
营收增速更快
SF
高出15.1%
2.6%
净利率更高
SF
高出15.0%
0.1%
两年增速更快
SF
近两年复合增速
10.1%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $730.1M | $1.7B |
| 净利润 | $793.0K | $251.4M |
| 毛利率 | 6.6% | — |
| 营业利润率 | 0.5% | 30.8% |
| 净利率 | 0.1% | 15.1% |
| 营收同比 | 2.6% | 17.7% |
| 净利润同比 | 127.6% | 374.4% |
| 每股收益（稀释后） | $1.28 | $1.48 |
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DITSF
| Q1 26 | — | $1.7B | ||
| Q4 25 | $730.1M | $1.1B | ||
| Q3 25 | $746.3M | $962.6M | ||
| Q2 25 | $739.6M | $838.9M | ||
| Q1 25 | $619.5M | $842.5M | ||
| Q4 24 | $711.3M | $916.0M | ||
| Q3 24 | $746.3M | $810.9M | ||
| Q2 24 | $717.9M | $798.9M |
净利润DITSF
| Q1 26 | — | $251.4M | ||
| Q4 25 | $793.0K | $264.4M | ||
| Q3 25 | $491.7K | $211.4M | ||
| Q2 25 | $1.3M | $155.1M | ||
| Q1 25 | $-1.6M | $53.0M | ||
| Q4 24 | $348.4K | $244.0M | ||
| Q3 24 | $1.2M | $158.5M | ||
| Q2 24 | $1.5M | $165.3M |
毛利率DITSF
| Q1 26 | — | — | ||
| Q4 25 | 6.6% | — | ||
| Q3 25 | 6.5% | — | ||
| Q2 25 | 6.7% | — | ||
| Q1 25 | 6.9% | — | ||
| Q4 24 | 6.6% | — | ||
| Q3 24 | 6.5% | — | ||
| Q2 24 | 6.7% | — |
营业利润率DITSF
| Q1 26 | — | 30.8% | ||
| Q4 25 | 0.5% | 27.3% | ||
| Q3 25 | 0.5% | 29.7% | ||
| Q2 25 | 0.7% | 25.5% | ||
| Q1 25 | 0.1% | 7.5% | ||
| Q4 24 | 0.5% | 29.1% | ||
| Q3 24 | 0.7% | 26.7% | ||
| Q2 24 | 0.8% | 28.4% |
净利率DITSF
| Q1 26 | — | 15.1% | ||
| Q4 25 | 0.1% | 23.5% | ||
| Q3 25 | 0.1% | 22.0% | ||
| Q2 25 | 0.2% | 18.5% | ||
| Q1 25 | -0.3% | 6.3% | ||
| Q4 24 | 0.0% | 26.6% | ||
| Q3 24 | 0.2% | 19.5% | ||
| Q2 24 | 0.2% | 20.7% |
每股收益（稀释后）DITSF
| Q1 26 | — | $1.48 | ||
| Q4 25 | $1.28 | $2.30 | ||
| Q3 25 | $0.80 | $1.84 | ||
| Q2 25 | $2.13 | $1.34 | ||
| Q1 25 | $-2.58 | $0.39 | ||
| Q4 24 | $0.57 | $2.10 | ||
| Q3 24 | $2.02 | $1.34 | ||
| Q2 24 | $2.46 | $1.41 |
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 | — | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $114.1M | $332.3M |
| 总资产 | $378.7M | $42.9B |
| 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DITSF
| Q1 26 | — | — | ||
| Q4 25 | — | $2.3B | ||
| Q3 25 | — | $3.2B | ||
| Q2 25 | — | $1.9B | ||
| Q1 25 | — | $2.7B | ||
| Q4 24 | — | $2.6B | ||
| Q3 24 | — | $1.9B | ||
| Q2 24 | — | $2.6B |
总债务DITSF
| Q1 26 | — | — | ||
| Q4 25 | — | $617.4M | ||
| Q3 25 | $16.5M | $617.2M | ||
| Q2 25 | — | $617.0M | ||
| Q1 25 | — | $616.8M | ||
| Q4 24 | — | $616.6M | ||
| Q3 24 | $21.8M | $616.4M | ||
| Q2 24 | $23.3M | $1.1B |
股东权益DITSF
| Q1 26 | — | $332.3M | ||
| Q4 25 | $114.1M | $6.0B | ||
| Q3 25 | $113.1M | $5.8B | ||
| Q2 25 | $113.2M | $5.6B | ||
| Q1 25 | $111.4M | $5.5B | ||
| Q4 24 | $112.4M | $5.7B | ||
| Q3 24 | $111.7M | $5.6B | ||
| Q2 24 | $110.0M | $5.4B |
总资产DITSF
| Q1 26 | — | $42.9B | ||
| Q4 25 | $378.7M | $41.3B | ||
| Q3 25 | $391.1M | $41.7B | ||
| Q2 25 | $393.9M | $39.9B | ||
| Q1 25 | $392.0M | $40.4B | ||
| Q4 24 | $404.7M | $39.9B | ||
| Q3 24 | $374.1M | $38.9B | ||
| Q2 24 | $400.6M | $37.8B |
负债/权益比DITSF
| Q1 26 | — | — | ||
| Q4 25 | — | 0.10× | ||
| Q3 25 | 0.15× | 0.11× | ||
| Q2 25 | — | 0.11× | ||
| Q1 25 | — | 0.11× | ||
| Q4 24 | — | 0.11× | ||
| Q3 24 | 0.19× | 0.11× | ||
| Q2 24 | 0.21× | 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 | $-11.7M | — |
| 自由现金流经营现金流 - 资本支出 | $-12.4M | — |
| 自由现金流率自由现金流/营收 | -1.7% | — |
| 资本支出强度资本支出/营收 | 0.1% | — |
| 现金转化率经营现金流/净利润 | -14.75× | — |
| 过去12个月自由现金流最近4个季度 | $40.6M | — |
8季度趋势，按日历期对齐
经营现金流DITSF
| Q1 26 | — | — | ||
| Q4 25 | $-11.7M | $382.4M | ||
| Q3 25 | $31.1M | $338.3M | ||
| Q2 25 | $-7.0M | $607.5M | ||
| Q1 25 | $34.4M | $-211.2M | ||
| Q4 24 | $-39.9M | $694.6M | ||
| Q3 24 | $41.0M | $198.3M | ||
| Q2 24 | $-26.9M | $207.2M |
自由现金流DITSF
| Q1 26 | — | — | ||
| Q4 25 | $-12.4M | $369.0M | ||
| Q3 25 | $30.4M | $321.1M | ||
| Q2 25 | $-8.8M | $592.7M | ||
| Q1 25 | $31.4M | $-227.8M | ||
| Q4 24 | $-43.3M | $677.2M | ||
| Q3 24 | $37.4M | $185.6M | ||
| Q2 24 | $-32.6M | $173.3M |
自由现金流率DITSF
| Q1 26 | — | — | ||
| Q4 25 | -1.7% | 32.7% | ||
| Q3 25 | 4.1% | 33.4% | ||
| Q2 25 | -1.2% | 70.6% | ||
| Q1 25 | 5.1% | -27.0% | ||
| Q4 24 | -6.1% | 73.9% | ||
| Q3 24 | 5.0% | 22.9% | ||
| Q2 24 | -4.5% | 21.7% |
资本支出强度DITSF
| Q1 26 | — | — | ||
| Q4 25 | 0.1% | 1.2% | ||
| Q3 25 | 0.1% | 1.8% | ||
| Q2 25 | 0.2% | 1.8% | ||
| Q1 25 | 0.5% | 2.0% | ||
| Q4 24 | 0.5% | 1.9% | ||
| Q3 24 | 0.5% | 1.6% | ||
| Q2 24 | 0.8% | 4.2% |
现金转化率DITSF
| Q1 26 | — | — | ||
| Q4 25 | -14.75× | 1.45× | ||
| Q3 25 | 63.32× | 1.60× | ||
| Q2 25 | -5.33× | 3.92× | ||
| Q1 25 | — | -3.99× | ||
| Q4 24 | -114.43× | 2.85× | ||
| Q3 24 | 33.16× | 1.25× | ||
| Q2 24 | -18.05× | 1.25× |
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
DIT
| Cigarettes | $446.5M | 61% |
| Tobacco | $143.7M | 20% |
| Tobacco Food Service And Other | $82.3M | 11% |
| Confectionery | $46.7M | 6% |
| Retail Segment | $10.8M | 1% |
SF
| Other | $506.7M | 30% |
| Asset management | $459.5M | 28% |
| Investment banking | $341.4M | 20% |
| Commissions | $207.8M | 12% |
| Principal transactions | $150.2M | 9% |
