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DELUXE CORP（DLX）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
DELUXE CORP的季度营收约是Stitch Fix, Inc.的1.6倍（$535.2M vs $342.1M），DELUXE CORP净利率更高（2.2% vs -1.9%，领先4.1%），Stitch Fix, Inc.同比增速更快（7.3% vs 2.8%），过去两年Stitch Fix, Inc.的营收复合增速更高（1.8% vs 0.0%）
德朗士公司是一家美国企业，提供支付处理、数据服务、票据与促销产品以及商户服务，业务分为B2B支付、数据、印刷和商户服务四大板块。截至2025年，公司为数百万中小企业和数千家金融机构提供服务，每年处理支付交易总额超2.8万亿美元，虽传统核心业务为票据印刷等印刷产品，如今支付与数据服务已成为核心板块。
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。
DLX vs SFIX — 直观对比
营收规模更大
DLX
是对方的1.6倍
$342.1M
营收增速更快
SFIX
高出4.5%
2.8%
净利率更高
DLX
高出4.1%
-1.9%
两年增速更快
SFIX
近两年复合增速
0.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $535.2M | $342.1M |
| 净利润 | $12.0M | $-6.4M |
| 毛利率 | 52.2% | 43.6% |
| 营业利润率 | 8.9% | -2.5% |
| 净利率 | 2.2% | -1.9% |
| 营收同比 | 2.8% | 7.3% |
| 净利润同比 | -5.0% | -1.7% |
| 每股收益（稀释后） | $0.25 | $-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DLXSFIX
| Q4 25 | $535.2M | $342.1M | ||
| Q3 25 | $540.2M | $311.2M | ||
| Q2 25 | $521.3M | $325.0M | ||
| Q1 25 | $536.5M | $312.1M | ||
| Q4 24 | $520.6M | $318.8M | ||
| Q3 24 | $528.4M | $319.6M | ||
| Q2 24 | $537.8M | $322.7M | ||
| Q1 24 | $535.0M | $330.4M |
净利润DLXSFIX
| Q4 25 | $12.0M | $-6.4M | ||
| Q3 25 | $33.7M | $-8.6M | ||
| Q2 25 | $22.4M | $-7.4M | ||
| Q1 25 | $14.0M | $-6.5M | ||
| Q4 24 | $12.6M | $-6.3M | ||
| Q3 24 | $8.9M | $-36.5M | ||
| Q2 24 | $20.5M | $-21.3M | ||
| Q1 24 | $10.8M | $-35.5M |
毛利率DLXSFIX
| Q4 25 | 52.2% | 43.6% | ||
| Q3 25 | 53.9% | 43.6% | ||
| Q2 25 | 53.6% | 44.2% | ||
| Q1 25 | 52.4% | 44.5% | ||
| Q4 24 | 52.3% | 45.4% | ||
| Q3 24 | 53.3% | 44.6% | ||
| Q2 24 | 53.7% | 45.5% | ||
| Q1 24 | 53.0% | 43.4% |
营业利润率DLXSFIX
| Q4 25 | 8.9% | -2.5% | ||
| Q3 25 | 14.0% | -3.6% | ||
| Q2 25 | 11.7% | -3.0% | ||
| Q1 25 | 9.0% | -2.9% | ||
| Q4 24 | 9.0% | -2.8% | ||
| Q3 24 | 7.9% | -13.1% | ||
| Q2 24 | 11.0% | -7.7% | ||
| Q1 24 | 8.3% | -11.5% |
净利率DLXSFIX
| Q4 25 | 2.2% | -1.9% | ||
| Q3 25 | 6.2% | -2.8% | ||
| Q2 25 | 4.3% | -2.3% | ||
| Q1 25 | 2.6% | -2.1% | ||
| Q4 24 | 2.4% | -2.0% | ||
| Q3 24 | 1.7% | -11.4% | ||
| Q2 24 | 3.8% | -6.6% | ||
| Q1 24 | 2.0% | -10.8% |
每股收益（稀释后）DLXSFIX
| Q4 25 | $0.25 | $-0.05 | ||
| Q3 25 | $0.74 | $-0.06 | ||
| Q2 25 | $0.50 | $-0.06 | ||
| Q1 25 | $0.31 | $-0.05 | ||
| Q4 24 | $0.28 | $-0.05 | ||
| Q3 24 | $0.20 | $-0.29 | ||
| Q2 24 | $0.46 | $-0.18 | ||
| Q1 24 | $0.24 | $-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 | $36.9M | $244.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $680.7M | $204.1M |
| 总资产 | $2.9B | $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DLXSFIX
| Q4 25 | $36.9M | $244.2M | ||
| Q3 25 | $25.8M | $234.9M | ||
| Q2 25 | $26.0M | $234.2M | ||
| Q1 25 | $30.3M | $219.1M | ||
| Q4 24 | $34.4M | $253.3M | ||
| Q3 24 | $41.3M | $247.0M | ||
| Q2 24 | $23.1M | $244.5M | ||
| Q1 24 | $23.5M | $229.8M |
股东权益DLXSFIX
| Q4 25 | $680.7M | $204.1M | ||
| Q3 25 | $664.1M | $203.0M | ||
| Q2 25 | $638.7M | $200.4M | ||
| Q1 25 | $622.5M | $197.8M | ||
| Q4 24 | $620.9M | $190.5M | ||
| Q3 24 | $612.7M | $187.0M | ||
| Q2 24 | $620.5M | $208.9M | ||
| Q1 24 | $608.4M | $213.3M |
总资产DLXSFIX
| Q4 25 | $2.9B | $530.7M | ||
| Q3 25 | $2.6B | $480.6M | ||
| Q2 25 | $2.5B | $484.7M | ||
| Q1 25 | $2.6B | $472.6M | ||
| Q4 24 | $2.8B | $507.1M | ||
| Q3 24 | $2.6B | $486.9M | ||
| Q2 24 | $2.7B | $537.0M | ||
| Q1 24 | $2.7B | $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 | $102.1M | $10.9M |
| 自由现金流经营现金流 - 资本支出 | — | $5.6M |
| 自由现金流率自由现金流/营收 | — | 1.6% |
| 资本支出强度资本支出/营收 | — | 1.6% |
| 现金转化率经营现金流/净利润 | 8.53× | — |
| 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DLXSFIX
| Q4 25 | $102.1M | $10.9M | ||
| Q3 25 | $67.1M | $7.0M | ||
| Q2 25 | $51.1M | $20.5M | ||
| Q1 25 | $50.3M | $-16.2M | ||
| Q4 24 | $60.2M | $14.3M | ||
| Q3 24 | $67.9M | $8.2M | ||
| Q2 24 | $39.6M | $21.7M | ||
| Q1 24 | $26.6M | $-22.3M |
自由现金流DLXSFIX
| Q4 25 | — | $5.6M | ||
| Q3 25 | — | $2.8M | ||
| Q2 25 | $27.8M | $16.0M | ||
| Q1 25 | $24.3M | $-19.4M | ||
| Q4 24 | — | $9.9M | ||
| Q3 24 | $46.7M | $4.5M | ||
| Q2 24 | $11.4M | $18.9M | ||
| Q1 24 | $6.1M | $-26.1M |
自由现金流率DLXSFIX
| Q4 25 | — | 1.6% | ||
| Q3 25 | — | 0.9% | ||
| Q2 25 | 5.3% | 4.9% | ||
| Q1 25 | 4.5% | -6.2% | ||
| Q4 24 | — | 3.1% | ||
| Q3 24 | 8.8% | 1.4% | ||
| Q2 24 | 2.1% | 5.9% | ||
| Q1 24 | 1.1% | -7.9% |
资本支出强度DLXSFIX
| Q4 25 | — | 1.6% | ||
| Q3 25 | — | 1.4% | ||
| Q2 25 | 4.5% | 1.4% | ||
| Q1 25 | 4.8% | 1.0% | ||
| Q4 24 | — | 1.4% | ||
| Q3 24 | 4.0% | 1.2% | ||
| Q2 24 | 5.2% | 0.9% | ||
| Q1 24 | 3.8% | 1.1% |
现金转化率DLXSFIX
| Q4 25 | 8.53× | — | ||
| Q3 25 | 1.99× | — | ||
| Q2 25 | 2.28× | — | ||
| Q1 25 | 3.59× | — | ||
| Q4 24 | 4.77× | — | ||
| Q3 24 | 7.60× | — | ||
| Q2 24 | 1.94× | — | ||
| Q1 24 | 2.46× | — |
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
DLX
| Services | $247.9M | 46% |
| B2B Payments | $76.3M | 14% |
| Datadrivenmarketingsolutions | $68.5M | 13% |
| Promotional Solutions Revenue | $60.9M | 11% |
| Treasurymanagementsolutions | $59.8M | 11% |
| Other | $17.3M | 3% |
| Other Web Based Solutions | $4.6M | 1% |
SFIX
暂无分部数据
