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格罗方德（GFS）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
格罗方德的季度营收约是STIFEL FINANCIAL CORP的1.5倍（$1.7B vs $1.1B），STIFEL FINANCIAL CORP净利率更高（23.5% vs 14.8%，领先8.7%），STIFEL FINANCIAL CORP同比增速更快（23.0% vs -2.9%），过去两年STIFEL FINANCIAL CORP的营收复合增速更高（21.1% vs -4.3%）
格罗方德是跨国半导体代工及设计企业，注册地为开曼群岛，总部位于美国纽约州马耳他。公司2009年3月由AMD制造业务分拆成立，2021年10月完成首次公开募股，阿联酋主权财富基金穆巴达拉投资公司目前仍持有其82%的多数股权。
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。
GFS vs SF — 直观对比
营收规模更大
GFS
是对方的1.5倍
$1.1B
营收增速更快
SF
高出26.0%
-2.9%
净利率更高
SF
高出8.7%
14.8%
两年增速更快
SF
近两年复合增速
-4.3%
损益表 — Q3 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $1.1B |
| 净利润 | $249.0M | $264.4M |
| 毛利率 | 24.8% | — |
| 营业利润率 | 11.6% | 27.3% |
| 净利率 | 14.8% | 23.5% |
| 营收同比 | -2.9% | 23.0% |
| 净利润同比 | 39.9% | 8.3% |
| 每股收益（稀释后） | $0.44 | $2.30 |
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GFSSF
| Q4 25 | — | $1.1B | ||
| Q3 25 | $1.7B | $962.6M | ||
| Q2 25 | $1.7B | $838.9M | ||
| Q1 25 | $1.6B | $842.5M | ||
| Q4 24 | — | $916.0M | ||
| Q3 24 | $1.7B | $810.9M | ||
| Q2 24 | $1.6B | $798.9M | ||
| Q1 24 | $1.5B | $768.1M |
净利润GFSSF
| Q4 25 | — | $264.4M | ||
| Q3 25 | $249.0M | $211.4M | ||
| Q2 25 | $228.0M | $155.1M | ||
| Q1 25 | $211.0M | $53.0M | ||
| Q4 24 | — | $244.0M | ||
| Q3 24 | $178.0M | $158.5M | ||
| Q2 24 | $155.0M | $165.3M | ||
| Q1 24 | $134.0M | $163.6M |
毛利率GFSSF
| Q4 25 | — | — | ||
| Q3 25 | 24.8% | — | ||
| Q2 25 | 24.2% | — | ||
| Q1 25 | 22.4% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 23.8% | — | ||
| Q2 24 | 24.2% | — | ||
| Q1 24 | 25.4% | — |
营业利润率GFSSF
| Q4 25 | — | 27.3% | ||
| Q3 25 | 11.6% | 29.7% | ||
| Q2 25 | 11.6% | 25.5% | ||
| Q1 25 | 9.5% | 7.5% | ||
| Q4 24 | — | 29.1% | ||
| Q3 24 | 10.6% | 26.7% | ||
| Q2 24 | 9.5% | 28.4% | ||
| Q1 24 | 9.5% | 28.5% |
净利率GFSSF
| Q4 25 | — | 23.5% | ||
| Q3 25 | 14.8% | 22.0% | ||
| Q2 25 | 13.5% | 18.5% | ||
| Q1 25 | 13.3% | 6.3% | ||
| Q4 24 | — | 26.6% | ||
| Q3 24 | 10.2% | 19.5% | ||
| Q2 24 | 9.5% | 20.7% | ||
| Q1 24 | 8.7% | 21.3% |
每股收益（稀释后）GFSSF
| Q4 25 | — | $2.30 | ||
| Q3 25 | $0.44 | $1.84 | ||
| Q2 25 | $0.41 | $1.34 | ||
| Q1 25 | $0.38 | $0.39 | ||
| Q4 24 | — | $2.10 | ||
| Q3 24 | $0.32 | $1.34 | ||
| Q2 24 | $0.28 | $1.41 | ||
| Q1 24 | $0.24 | $1.40 |
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 | $2.0B | $2.3B |
| 总债务越低越好 | — | $617.4M |
| 股东权益账面价值 | $11.8B | $6.0B |
| 总资产 | $16.7B | $41.3B |
| 负债/权益比越低杠杆越低 | — | 0.10× |
8季度趋势，按日历期对齐
现金及短期投资GFSSF
| Q4 25 | — | $2.3B | ||
| Q3 25 | $2.0B | $3.2B | ||
| Q2 25 | $1.8B | $1.9B | ||
| Q1 25 | $1.6B | $2.7B | ||
| Q4 24 | — | $2.6B | ||
| Q3 24 | $2.3B | $1.9B | ||
| Q2 24 | $2.2B | $2.6B | ||
| Q1 24 | $2.2B | $3.4B |
总债务GFSSF
| 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 | ||
| Q1 24 | — | $1.1B |
股东权益GFSSF
| Q4 25 | — | $6.0B | ||
| Q3 25 | $11.8B | $5.8B | ||
| Q2 25 | $11.5B | $5.6B | ||
| Q1 25 | $11.1B | $5.5B | ||
| Q4 24 | — | $5.7B | ||
| Q3 24 | $11.6B | $5.6B | ||
| Q2 24 | $11.3B | $5.4B | ||
| Q1 24 | $11.3B | $5.3B |
总资产GFSSF
| Q4 25 | — | $41.3B | ||
| Q3 25 | $16.7B | $41.7B | ||
| Q2 25 | $16.8B | $39.9B | ||
| Q1 25 | $16.5B | $40.4B | ||
| Q4 24 | — | $39.9B | ||
| Q3 24 | $18.1B | $38.9B | ||
| Q2 24 | — | $37.8B | ||
| Q1 24 | — | $38.3B |
负债/权益比GFSSF
| 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× | ||
| Q1 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 | $595.0M | $382.4M |
| 自由现金流经营现金流 - 资本支出 | — | $369.0M |
| 自由现金流率自由现金流/营收 | — | 32.7% |
| 资本支出强度资本支出/营收 | — | 1.2% |
| 现金转化率经营现金流/净利润 | 2.39× | 1.45× |
| 过去12个月自由现金流最近4个季度 | — | $1.1B |
8季度趋势，按日历期对齐
经营现金流GFSSF
| Q4 25 | — | $382.4M | ||
| Q3 25 | $595.0M | $338.3M | ||
| Q2 25 | $431.0M | $607.5M | ||
| Q1 25 | $331.0M | $-211.2M | ||
| Q4 24 | — | $694.6M | ||
| Q3 24 | $375.0M | $198.3M | ||
| Q2 24 | $402.0M | $207.2M | ||
| Q1 24 | $488.0M | $-609.7M |
自由现金流GFSSF
| Q4 25 | — | $369.0M | ||
| Q3 25 | — | $321.1M | ||
| Q2 25 | — | $592.7M | ||
| Q1 25 | — | $-227.8M | ||
| Q4 24 | — | $677.2M | ||
| Q3 24 | — | $185.6M | ||
| Q2 24 | — | $173.3M | ||
| Q1 24 | — | $-619.4M |
自由现金流率GFSSF
| Q4 25 | — | 32.7% | ||
| Q3 25 | — | 33.4% | ||
| Q2 25 | — | 70.6% | ||
| Q1 25 | — | -27.0% | ||
| Q4 24 | — | 73.9% | ||
| Q3 24 | — | 22.9% | ||
| Q2 24 | — | 21.7% | ||
| Q1 24 | — | -80.6% |
资本支出强度GFSSF
| Q4 25 | — | 1.2% | ||
| Q3 25 | — | 1.8% | ||
| Q2 25 | — | 1.8% | ||
| Q1 25 | — | 2.0% | ||
| Q4 24 | — | 1.9% | ||
| Q3 24 | — | 1.6% | ||
| Q2 24 | — | 4.2% | ||
| Q1 24 | — | 1.3% |
现金转化率GFSSF
| Q4 25 | — | 1.45× | ||
| Q3 25 | 2.39× | 1.60× | ||
| Q2 25 | 1.89× | 3.92× | ||
| Q1 25 | 1.57× | -3.99× | ||
| Q4 24 | — | 2.85× | ||
| Q3 24 | 2.11× | 1.25× | ||
| Q2 24 | 2.59× | 1.25× | ||
| Q1 24 | 3.64× | -3.73× |
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
GFS
| Smart Mobile Devices | $752.0M | 45% |
| Automotive | $306.0M | 18% |
| Home And Industrial Io T | $258.0M | 15% |
| Goods Or Services Transferred Over Time | $198.0M | 12% |
| Communications Infrastructure Datacenter | $175.0M | 10% |
SF
暂无分部数据
