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F5, Inc.（FFIV）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F5, Inc.的2.1倍（$1.7B vs $811.7M），F5, Inc.净利率更高（18.2% vs 15.1%，领先3.1%），STIFEL FINANCIAL CORP同比增速更快（17.7% vs 11.0%），过去两年STIFEL FINANCIAL CORP的营收复合增速更高（44.4% vs 8.0%）
F5, Inc.是一家美国科技企业，专注于应用安全、多云管理、线上反欺诈、应用交付网络（ADN）相关业务，同时提供应用可用性与性能优化、网络安全、访问授权管理等产品及解决方案，助力各行业客户保障数字化业务稳定运营，提升运行效率。
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。
FFIV vs SF — 直观对比
营收规模更大
SF
是对方的2.1倍
$811.7M
营收增速更快
SF
高出6.7%
11.0%
净利率更高
FFIV
高出3.1%
15.1%
两年增速更快
SF
近两年复合增速
8.0%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $811.7M | $1.7B |
| 净利润 | $148.0M | $251.4M |
| 毛利率 | 81.4% | — |
| 营业利润率 | 22.1% | 30.8% |
| 净利率 | 18.2% | 15.1% |
| 营收同比 | 11.0% | 17.7% |
| 净利润同比 | 1.5% | 374.4% |
| 每股收益（稀释后） | $2.58 | $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FFIVSF
| Q1 26 | $811.7M | $1.7B | ||
| Q4 25 | $822.5M | $1.1B | ||
| Q3 25 | $810.1M | $962.6M | ||
| Q2 25 | $780.4M | $838.9M | ||
| Q1 25 | $731.1M | $842.5M | ||
| Q4 24 | $766.5M | $916.0M | ||
| Q3 24 | $746.7M | $810.9M | ||
| Q2 24 | $695.5M | $798.9M |
净利润FFIVSF
| Q1 26 | $148.0M | $251.4M | ||
| Q4 25 | $180.1M | $264.4M | ||
| Q3 25 | $190.5M | $211.4M | ||
| Q2 25 | $189.9M | $155.1M | ||
| Q1 25 | $145.5M | $53.0M | ||
| Q4 24 | $166.4M | $244.0M | ||
| Q3 24 | $165.3M | $158.5M | ||
| Q2 24 | $144.1M | $165.3M |
毛利率FFIVSF
| Q1 26 | 81.4% | — | ||
| Q4 25 | 81.5% | — | ||
| Q3 25 | 82.2% | — | ||
| Q2 25 | 81.0% | — | ||
| Q1 25 | 80.7% | — | ||
| Q4 24 | 81.7% | — | ||
| Q3 24 | 80.8% | — | ||
| Q2 24 | 80.4% | — |
营业利润率FFIVSF
| Q1 26 | 22.1% | 30.8% | ||
| Q4 25 | 26.0% | 27.3% | ||
| Q3 25 | 25.4% | 29.7% | ||
| Q2 25 | 25.2% | 25.5% | ||
| Q1 25 | 21.7% | 7.5% | ||
| Q4 24 | 26.8% | 29.1% | ||
| Q3 24 | 25.6% | 26.7% | ||
| Q2 24 | 23.4% | 28.4% |
净利率FFIVSF
| Q1 26 | 18.2% | 15.1% | ||
| Q4 25 | 21.9% | 23.5% | ||
| Q3 25 | 23.5% | 22.0% | ||
| Q2 25 | 24.3% | 18.5% | ||
| Q1 25 | 19.9% | 6.3% | ||
| Q4 24 | 21.7% | 26.6% | ||
| Q3 24 | 22.1% | 19.5% | ||
| Q2 24 | 20.7% | 20.7% |
每股收益（稀释后）FFIVSF
| Q1 26 | $2.58 | $1.48 | ||
| Q4 25 | $3.10 | $2.30 | ||
| Q3 25 | $3.25 | $1.84 | ||
| Q2 25 | $3.25 | $1.34 | ||
| Q1 25 | $2.48 | $0.39 | ||
| Q4 24 | $2.82 | $2.10 | ||
| Q3 24 | $2.79 | $1.34 | ||
| Q2 24 | $2.44 | $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 | $1.4B | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.6B | $332.3M |
| 总资产 | $6.5B | $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FFIVSF
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.2B | $2.3B | ||
| Q3 25 | $1.3B | $3.2B | ||
| Q2 25 | $1.4B | $1.9B | ||
| Q1 25 | $1.3B | $2.7B | ||
| Q4 24 | $1.2B | $2.6B | ||
| Q3 24 | $1.1B | $1.9B | ||
| Q2 24 | $935.6M | $2.6B |
总债务FFIVSF
| Q1 26 | — | — | ||
| Q4 25 | — | $617.4M | ||
| Q3 25 | — | $617.2M | ||
| Q2 25 | — | $617.0M | ||
| Q1 25 | — | $616.8M | ||
| Q4 24 | — | $616.6M | ||
| Q3 24 | — | $616.4M | ||
| Q2 24 | — | $1.1B |
股东权益FFIVSF
| Q1 26 | $3.6B | $332.3M | ||
| Q4 25 | $3.5B | $6.0B | ||
| Q3 25 | $3.6B | $5.8B | ||
| Q2 25 | $3.5B | $5.6B | ||
| Q1 25 | $3.3B | $5.5B | ||
| Q4 24 | $3.2B | $5.7B | ||
| Q3 24 | $3.1B | $5.6B | ||
| Q2 24 | $3.0B | $5.4B |
总资产FFIVSF
| Q1 26 | $6.5B | $42.9B | ||
| Q4 25 | $6.3B | $41.3B | ||
| Q3 25 | $6.3B | $41.7B | ||
| Q2 25 | $6.1B | $39.9B | ||
| Q1 25 | $5.9B | $40.4B | ||
| Q4 24 | $5.9B | $39.9B | ||
| Q3 24 | $5.6B | $38.9B | ||
| Q2 24 | $5.4B | $37.8B |
负债/权益比FFIVSF
| Q1 26 | — | — | ||
| Q4 25 | — | 0.10× | ||
| Q3 25 | — | 0.11× | ||
| Q2 25 | — | 0.11× | ||
| Q1 25 | — | 0.11× | ||
| Q4 24 | — | 0.11× | ||
| Q3 24 | — | 0.11× | ||
| Q2 24 | — | 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 | $525.1M | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 3.55× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流FFIVSF
| Q1 26 | $525.1M | — | ||
| Q4 25 | $159.2M | $382.4M | ||
| Q3 25 | $208.1M | $338.3M | ||
| Q2 25 | $282.2M | $607.5M | ||
| Q1 25 | $256.6M | $-211.2M | ||
| Q4 24 | $202.8M | $694.6M | ||
| Q3 24 | $246.5M | $198.3M | ||
| Q2 24 | $159.0M | $207.2M |
自由现金流FFIVSF
| Q1 26 | — | — | ||
| Q4 25 | $149.5M | $369.0M | ||
| Q3 25 | $191.9M | $321.1M | ||
| Q2 25 | $273.7M | $592.7M | ||
| Q1 25 | $246.1M | $-227.8M | ||
| Q4 24 | $194.7M | $677.2M | ||
| Q3 24 | $240.4M | $185.6M | ||
| Q2 24 | $153.1M | $173.3M |
自由现金流率FFIVSF
| Q1 26 | — | — | ||
| Q4 25 | 18.2% | 32.7% | ||
| Q3 25 | 23.7% | 33.4% | ||
| Q2 25 | 35.1% | 70.6% | ||
| Q1 25 | 33.7% | -27.0% | ||
| Q4 24 | 25.4% | 73.9% | ||
| Q3 24 | 32.2% | 22.9% | ||
| Q2 24 | 22.0% | 21.7% |
资本支出强度FFIVSF
| Q1 26 | — | — | ||
| Q4 25 | 1.2% | 1.2% | ||
| Q3 25 | 2.0% | 1.8% | ||
| Q2 25 | 1.1% | 1.8% | ||
| Q1 25 | 1.4% | 2.0% | ||
| Q4 24 | 1.1% | 1.9% | ||
| Q3 24 | 0.8% | 1.6% | ||
| Q2 24 | 0.8% | 4.2% |
现金转化率FFIVSF
| Q1 26 | 3.55× | — | ||
| Q4 25 | 0.88× | 1.45× | ||
| Q3 25 | 1.09× | 1.60× | ||
| Q2 25 | 1.49× | 3.92× | ||
| Q1 25 | 1.76× | -3.99× | ||
| Q4 24 | 1.22× | 2.85× | ||
| Q3 24 | 1.49× | 1.25× | ||
| Q2 24 | 1.10× | 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
FFIV
暂无分部数据
SF
| Other | $506.7M | 30% |
| Asset management | $459.5M | 28% |
| Investment banking | $341.4M | 20% |
| Commissions | $207.8M | 12% |
| Principal transactions | $150.2M | 9% |
