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Figma, Inc.（FIG）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Figma, Inc.的1.2倍（$342.1M vs $274.2M），Stitch Fix, Inc.净利率更高（-1.9% vs -400.1%，领先398.3%），Figma, Inc.同比增速更快（38.0% vs 7.3%），Figma, Inc.自由现金流更多（$49.5M vs $5.6M）
Figma是主打界面设计的协作式网页应用，同时适配macOS与Windows桌面端，支持离线使用。产品聚焦UI/UX设计场景，内置矢量图形编辑、原型制作工具，主打多人实时协作，安卓及iOS移动端应用可支持用户在手机、平板上随时查看并交互预览设计原型。
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。
FIG vs SFIX — 直观对比
营收规模更大
SFIX
是对方的1.2倍
$274.2M
营收增速更快
FIG
高出30.7%
7.3%
净利率更高
SFIX
高出398.3%
-400.1%
自由现金流更多
FIG
多$43.9M
$5.6M
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $274.2M | $342.1M |
| 净利润 | $-1.1B | $-6.4M |
| 毛利率 | 69.4% | 43.6% |
| 营业利润率 | -414.6% | -2.5% |
| 净利率 | -400.1% | -1.9% |
| 营收同比 | 38.0% | 7.3% |
| 净利润同比 | -6933.0% | -1.7% |
| 每股收益（稀释后） | $-2.72 | $-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FIGSFIX
| Q4 25 | — | $342.1M | ||
| Q3 25 | $274.2M | $311.2M | ||
| Q2 25 | $249.6M | $325.0M | ||
| Q1 25 | — | $312.1M | ||
| Q4 24 | — | $318.8M | ||
| Q3 24 | $198.6M | $319.6M | ||
| Q2 24 | $177.2M | $322.7M | ||
| Q1 24 | — | $330.4M |
净利润FIGSFIX
| Q4 25 | — | $-6.4M | ||
| Q3 25 | $-1.1B | $-8.6M | ||
| Q2 25 | $28.2M | $-7.4M | ||
| Q1 25 | — | $-6.5M | ||
| Q4 24 | — | $-6.3M | ||
| Q3 24 | $-15.6M | $-36.5M | ||
| Q2 24 | $-827.9M | $-21.3M | ||
| Q1 24 | — | $-35.5M |
毛利率FIGSFIX
| Q4 25 | — | 43.6% | ||
| Q3 25 | 69.4% | 43.6% | ||
| Q2 25 | 88.8% | 44.2% | ||
| Q1 25 | — | 44.5% | ||
| Q4 24 | — | 45.4% | ||
| Q3 24 | 90.6% | 44.6% | ||
| Q2 24 | 77.7% | 45.5% | ||
| Q1 24 | — | 43.4% |
营业利润率FIGSFIX
| Q4 25 | — | -2.5% | ||
| Q3 25 | -414.6% | -3.6% | ||
| Q2 25 | 0.8% | -3.0% | ||
| Q1 25 | — | -2.9% | ||
| Q4 24 | — | -2.8% | ||
| Q3 24 | -23.8% | -13.1% | ||
| Q2 24 | -504.7% | -7.7% | ||
| Q1 24 | — | -11.5% |
净利率FIGSFIX
| Q4 25 | — | -1.9% | ||
| Q3 25 | -400.1% | -2.8% | ||
| Q2 25 | 11.3% | -2.3% | ||
| Q1 25 | — | -2.1% | ||
| Q4 24 | — | -2.0% | ||
| Q3 24 | -7.9% | -11.4% | ||
| Q2 24 | -467.2% | -6.6% | ||
| Q1 24 | — | -10.8% |
每股收益（稀释后）FIGSFIX
| Q4 25 | — | $-0.05 | ||
| Q3 25 | $-2.72 | $-0.06 | ||
| Q2 25 | $0.00 | $-0.06 | ||
| Q1 25 | — | $-0.05 | ||
| Q4 24 | — | $-0.05 | ||
| Q3 24 | $-0.07 | $-0.29 | ||
| Q2 24 | $-4.39 | $-0.18 | ||
| Q1 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 | $1.6B | $244.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.4B | $204.1M |
| 总资产 | $2.1B | $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FIGSFIX
| Q4 25 | — | $244.2M | ||
| Q3 25 | $1.6B | $234.9M | ||
| Q2 25 | $1.6B | $234.2M | ||
| Q1 25 | — | $219.1M | ||
| Q4 24 | — | $253.3M | ||
| Q3 24 | $416.1M | $247.0M | ||
| Q2 24 | $586.1M | $244.5M | ||
| Q1 24 | — | $229.8M |
股东权益FIGSFIX
| Q4 25 | — | $204.1M | ||
| Q3 25 | $1.4B | $203.0M | ||
| Q2 25 | $1.4B | $200.4M | ||
| Q1 25 | — | $197.8M | ||
| Q4 24 | — | $190.5M | ||
| Q3 24 | $1.2B | $187.0M | ||
| Q2 24 | $862.4M | $208.9M | ||
| Q1 24 | — | $213.3M |
总资产FIGSFIX
| Q4 25 | — | $530.7M | ||
| Q3 25 | $2.1B | $480.6M | ||
| Q2 25 | $2.0B | $484.7M | ||
| Q1 25 | — | $472.6M | ||
| Q4 24 | — | $507.1M | ||
| Q3 24 | — | $486.9M | ||
| Q2 24 | — | $537.0M | ||
| Q1 24 | — | $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 | $51.2M | $10.9M |
| 自由现金流经营现金流 - 资本支出 | $49.5M | $5.6M |
| 自由现金流率自由现金流/营收 | 18.0% | 1.6% |
| 资本支出强度资本支出/营收 | 0.6% | 1.6% |
| 现金转化率经营现金流/净利润 | — | — |
| 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FIGSFIX
| Q4 25 | — | $10.9M | ||
| Q3 25 | $51.2M | $7.0M | ||
| Q2 25 | — | $20.5M | ||
| Q1 25 | — | $-16.2M | ||
| Q4 24 | — | $14.3M | ||
| Q3 24 | — | $8.2M | ||
| Q2 24 | — | $21.7M | ||
| Q1 24 | — | $-22.3M |
自由现金流FIGSFIX
| Q4 25 | — | $5.6M | ||
| Q3 25 | $49.5M | $2.8M | ||
| Q2 25 | — | $16.0M | ||
| Q1 25 | — | $-19.4M | ||
| Q4 24 | — | $9.9M | ||
| Q3 24 | — | $4.5M | ||
| Q2 24 | — | $18.9M | ||
| Q1 24 | — | $-26.1M |
自由现金流率FIGSFIX
| Q4 25 | — | 1.6% | ||
| Q3 25 | 18.0% | 0.9% | ||
| Q2 25 | — | 4.9% | ||
| Q1 25 | — | -6.2% | ||
| Q4 24 | — | 3.1% | ||
| Q3 24 | — | 1.4% | ||
| Q2 24 | — | 5.9% | ||
| Q1 24 | — | -7.9% |
资本支出强度FIGSFIX
| Q4 25 | — | 1.6% | ||
| Q3 25 | 0.6% | 1.4% | ||
| Q2 25 | — | 1.4% | ||
| Q1 25 | — | 1.0% | ||
| Q4 24 | — | 1.4% | ||
| Q3 24 | — | 1.2% | ||
| Q2 24 | — | 0.9% | ||
| Q1 24 | — | 1.1% |
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
FIG
| Non Us | $147.4M | 54% |
| US | $126.8M | 46% |
SFIX
暂无分部数据
