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Empire State Realty OP, L.P.（ESBA）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Empire State Realty OP, L.P.的1.7倍（$342.1M vs $199.2M），Empire State Realty OP, L.P.净利率更高（16.1% vs -1.9%，领先18.0%），Stitch Fix, Inc.同比增速更快（7.3% vs 0.8%），Empire State Realty OP, L.P.自由现金流更多（$50.6M vs $5.6M），过去两年Empire State Realty OP, L.P.的营收复合增速更高（4.9% vs 1.8%）
Empire State Realty OP, L.P. 是一家房地产运营合伙企业，核心业务为持有、管理及出租优质商业与零售物业，主要布局纽约大都会区，旗下拥有帝国大厦等标志性地标，服务企业租户、零售品牌及旅游相关业务板块。
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。
ESBA vs SFIX — 直观对比
营收规模更大
SFIX
是对方的1.7倍
$199.2M
营收增速更快
SFIX
高出6.5%
0.8%
净利率更高
ESBA
高出18.0%
-1.9%
自由现金流更多
ESBA
多$45.0M
$5.6M
两年增速更快
ESBA
近两年复合增速
1.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $199.2M | $342.1M |
| 净利润 | $32.2M | $-6.4M |
| 毛利率 | — | 43.6% |
| 营业利润率 | 17.8% | -2.5% |
| 净利率 | 16.1% | -1.9% |
| 营收同比 | 0.8% | 7.3% |
| 净利润同比 | 71.2% | -1.7% |
| 每股收益（稀释后） | $0.11 | $-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ESBASFIX
| Q4 25 | $199.2M | $342.1M | ||
| Q3 25 | $197.7M | $311.2M | ||
| Q2 25 | $191.3M | $325.0M | ||
| Q1 25 | $180.1M | $312.1M | ||
| Q4 24 | $197.6M | $318.8M | ||
| Q3 24 | $199.6M | $319.6M | ||
| Q2 24 | $189.5M | $322.7M | ||
| Q1 24 | $181.2M | $330.4M |
净利润ESBASFIX
| Q4 25 | $32.2M | $-6.4M | ||
| Q3 25 | $13.6M | $-8.6M | ||
| Q2 25 | $11.4M | $-7.4M | ||
| Q1 25 | $15.8M | $-6.5M | ||
| Q4 24 | $18.8M | $-6.3M | ||
| Q3 24 | $22.8M | $-36.5M | ||
| Q2 24 | $28.6M | $-21.3M | ||
| Q1 24 | $10.2M | $-35.5M |
毛利率ESBASFIX
| Q4 25 | — | 43.6% | ||
| Q3 25 | — | 43.6% | ||
| Q2 25 | — | 44.2% | ||
| Q1 25 | — | 44.5% | ||
| Q4 24 | — | 45.4% | ||
| Q3 24 | — | 44.6% | ||
| Q2 24 | — | 45.5% | ||
| Q1 24 | — | 43.4% |
营业利润率ESBASFIX
| Q4 25 | 17.8% | -2.5% | ||
| Q3 25 | 19.9% | -3.6% | ||
| Q2 25 | 18.4% | -3.0% | ||
| Q1 25 | 14.3% | -2.9% | ||
| Q4 24 | 21.7% | -2.8% | ||
| Q3 24 | 22.7% | -13.1% | ||
| Q2 24 | 20.8% | -7.7% | ||
| Q1 24 | 17.1% | -11.5% |
净利率ESBASFIX
| Q4 25 | 16.1% | -1.9% | ||
| Q3 25 | 6.9% | -2.8% | ||
| Q2 25 | 6.0% | -2.3% | ||
| Q1 25 | 8.8% | -2.1% | ||
| Q4 24 | 9.5% | -2.0% | ||
| Q3 24 | 11.4% | -11.4% | ||
| Q2 24 | 15.1% | -6.6% | ||
| Q1 24 | 5.6% | -10.8% |
每股收益（稀释后）ESBASFIX
| Q4 25 | $0.11 | $-0.05 | ||
| Q3 25 | $0.05 | $-0.06 | ||
| Q2 25 | $0.04 | $-0.06 | ||
| Q1 25 | $0.05 | $-0.05 | ||
| Q4 24 | $0.07 | $-0.05 | ||
| Q3 24 | $0.08 | $-0.29 | ||
| Q2 24 | $0.10 | $-0.18 | ||
| Q1 24 | $0.03 | $-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 | $132.7M | $244.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $204.1M |
| 总资产 | $4.5B | $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ESBASFIX
| Q4 25 | $132.7M | $244.2M | ||
| Q3 25 | $154.1M | $234.9M | ||
| Q2 25 | $94.6M | $234.2M | ||
| Q1 25 | $187.8M | $219.1M | ||
| Q4 24 | $385.5M | $253.3M | ||
| Q3 24 | $421.9M | $247.0M | ||
| Q2 24 | $535.5M | $244.5M | ||
| Q1 24 | $333.6M | $229.8M |
股东权益ESBASFIX
| Q4 25 | — | $204.1M | ||
| Q3 25 | — | $203.0M | ||
| Q2 25 | — | $200.4M | ||
| Q1 25 | — | $197.8M | ||
| Q4 24 | — | $190.5M | ||
| Q3 24 | — | $187.0M | ||
| Q2 24 | — | $208.9M | ||
| Q1 24 | — | $213.3M |
总资产ESBASFIX
| Q4 25 | $4.5B | $530.7M | ||
| Q3 25 | $4.1B | $480.6M | ||
| Q2 25 | $4.1B | $484.7M | ||
| Q1 25 | $4.1B | $472.6M | ||
| Q4 24 | $4.5B | $507.1M | ||
| Q3 24 | $4.4B | $486.9M | ||
| Q2 24 | $4.4B | $537.0M | ||
| Q1 24 | $4.2B | $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 | $249.1M | $10.9M |
| 自由现金流经营现金流 - 资本支出 | $50.6M | $5.6M |
| 自由现金流率自由现金流/营收 | 25.4% | 1.6% |
| 资本支出强度资本支出/营收 | 99.6% | 1.6% |
| 现金转化率经营现金流/净利润 | 7.74× | — |
| 过去12个月自由现金流最近4个季度 | $109.3M | $4.9M |
8季度趋势，按日历期对齐
经营现金流ESBASFIX
| Q4 25 | $249.1M | $10.9M | ||
| Q3 25 | $105.3M | $7.0M | ||
| Q2 25 | $26.7M | $20.5M | ||
| Q1 25 | $83.1M | $-16.2M | ||
| Q4 24 | $260.9M | $14.3M | ||
| Q3 24 | $102.8M | $8.2M | ||
| Q2 24 | $37.1M | $21.7M | ||
| Q1 24 | $70.9M | $-22.3M |
自由现金流ESBASFIX
| Q4 25 | $50.6M | $5.6M | ||
| Q3 25 | $72.8M | $2.8M | ||
| Q2 25 | $-55.1M | $16.0M | ||
| Q1 25 | $41.1M | $-19.4M | ||
| Q4 24 | $88.0M | $9.9M | ||
| Q3 24 | $-65.1M | $4.5M | ||
| Q2 24 | $19.5M | $18.9M | ||
| Q1 24 | $23.2M | $-26.1M |
自由现金流率ESBASFIX
| Q4 25 | 25.4% | 1.6% | ||
| Q3 25 | 36.8% | 0.9% | ||
| Q2 25 | -28.8% | 4.9% | ||
| Q1 25 | 22.8% | -6.2% | ||
| Q4 24 | 44.5% | 3.1% | ||
| Q3 24 | -32.6% | 1.4% | ||
| Q2 24 | 10.3% | 5.9% | ||
| Q1 24 | 12.8% | -7.9% |
资本支出强度ESBASFIX
| Q4 25 | 99.6% | 1.6% | ||
| Q3 25 | 16.5% | 1.4% | ||
| Q2 25 | 42.8% | 1.4% | ||
| Q1 25 | 23.4% | 1.0% | ||
| Q4 24 | 87.5% | 1.4% | ||
| Q3 24 | 84.1% | 1.2% | ||
| Q2 24 | 9.3% | 0.9% | ||
| Q1 24 | 26.3% | 1.1% |
现金转化率ESBASFIX
| Q4 25 | 7.74× | — | ||
| Q3 25 | 7.72× | — | ||
| Q2 25 | 2.35× | — | ||
| Q1 25 | 5.27× | — | ||
| Q4 24 | 13.88× | — | ||
| Q3 24 | 4.51× | — | ||
| Q2 24 | 1.30× | — | ||
| Q1 24 | 6.94× | — |
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
ESBA
| Real Estate Segment | $163.8M | 82% |
| Observatory Segment | $35.2M | 18% |
SFIX
暂无分部数据
