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GREENLIGHT CAPITAL RE, LTD.（GLRE）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GREENLIGHT CAPITAL RE, LTD.的1.6倍（$342.1M vs $210.3M），GREENLIGHT CAPITAL RE, LTD.净利率更高（23.4% vs -1.9%，领先25.3%），GREENLIGHT CAPITAL RE, LTD.同比增速更快（48.3% vs 7.3%），过去两年GREENLIGHT CAPITAL RE, LTD.的营收复合增速更高（4.8% vs 1.8%）
绿光资本再保险有限公司关联的绿光资本是1996年由大卫·艾因霍恩创立的美国对冲基金，主要投资北美公开交易的企业债务产品与股票，因2008年雷曼兄弟破产前做空其股票、2012年1月在英国因内幕交易被罚1100万美元而受到市场关注，艾因霍恩至今仍担任该基金管理人。
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。
GLRE vs SFIX — 直观对比
营收规模更大
SFIX
是对方的1.6倍
$210.3M
营收增速更快
GLRE
高出41.0%
7.3%
净利率更高
GLRE
高出25.3%
-1.9%
两年增速更快
GLRE
近两年复合增速
1.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $210.3M | $342.1M |
| 净利润 | $49.3M | $-6.4M |
| 毛利率 | — | 43.6% |
| 营业利润率 | — | -2.5% |
| 净利率 | 23.4% | -1.9% |
| 营收同比 | 48.3% | 7.3% |
| 净利润同比 | 279.7% | -1.7% |
| 每股收益（稀释后） | $1.43 | $-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GLRESFIX
| Q4 25 | $210.3M | $342.1M | ||
| Q3 25 | $146.1M | $311.2M | ||
| Q2 25 | $160.1M | $325.0M | ||
| Q1 25 | $213.3M | $312.1M | ||
| Q4 24 | $141.8M | $318.8M | ||
| Q3 24 | $188.0M | $319.6M | ||
| Q2 24 | $174.9M | $322.7M | ||
| Q1 24 | $191.3M | $330.4M |
净利润GLRESFIX
| Q4 25 | $49.3M | $-6.4M | ||
| Q3 25 | $-4.4M | $-8.6M | ||
| Q2 25 | $329.0K | $-7.4M | ||
| Q1 25 | $29.6M | $-6.5M | ||
| Q4 24 | $-27.4M | $-6.3M | ||
| Q3 24 | $35.2M | $-36.5M | ||
| Q2 24 | $8.0M | $-21.3M | ||
| Q1 24 | $27.0M | $-35.5M |
毛利率GLRESFIX
| 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GLRESFIX
| Q4 25 | — | -2.5% | ||
| Q3 25 | — | -3.6% | ||
| Q2 25 | — | -3.0% | ||
| Q1 25 | — | -2.9% | ||
| Q4 24 | — | -2.8% | ||
| Q3 24 | — | -13.1% | ||
| Q2 24 | — | -7.7% | ||
| Q1 24 | — | -11.5% |
净利率GLRESFIX
| Q4 25 | 23.4% | -1.9% | ||
| Q3 25 | -3.0% | -2.8% | ||
| Q2 25 | 0.2% | -2.3% | ||
| Q1 25 | 13.9% | -2.1% | ||
| Q4 24 | -19.3% | -2.0% | ||
| Q3 24 | 18.7% | -11.4% | ||
| Q2 24 | 4.6% | -6.6% | ||
| Q1 24 | 14.1% | -10.8% |
每股收益（稀释后）GLRESFIX
| Q4 25 | $1.43 | $-0.05 | ||
| Q3 25 | $-0.13 | $-0.06 | ||
| Q2 25 | $0.01 | $-0.06 | ||
| Q1 25 | $0.86 | $-0.05 | ||
| Q4 24 | $-0.78 | $-0.05 | ||
| Q3 24 | $1.01 | $-0.29 | ||
| Q2 24 | $0.23 | $-0.18 | ||
| Q1 24 | $0.78 | $-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 | $111.8M | $244.2M |
| 总债务越低越好 | $4.7M | — |
| 股东权益账面价值 | $708.0M | $204.1M |
| 总资产 | $2.2B | $530.7M |
| 负债/权益比越低杠杆越低 | 0.01× | — |
8季度趋势，按日历期对齐
现金及短期投资GLRESFIX
| Q4 25 | $111.8M | $244.2M | ||
| Q3 25 | $68.8M | $234.9M | ||
| Q2 25 | $82.4M | $234.2M | ||
| Q1 25 | $47.5M | $219.1M | ||
| Q4 24 | $64.7M | $253.3M | ||
| Q3 24 | $54.6M | $247.0M | ||
| Q2 24 | $52.2M | $244.5M | ||
| Q1 24 | $61.6M | $229.8M |
总债务GLRESFIX
| Q4 25 | $4.7M | — | ||
| Q3 25 | $34.7M | — | ||
| Q2 25 | $58.9M | — | ||
| Q1 25 | $59.8M | — | ||
| Q4 24 | $60.7M | — | ||
| Q3 24 | $62.6M | — | ||
| Q2 24 | $61.6M | — | ||
| Q1 24 | $72.5M | — |
股东权益GLRESFIX
| Q4 25 | $708.0M | $204.1M | ||
| Q3 25 | $658.9M | $203.0M | ||
| Q2 25 | $663.3M | $200.4M | ||
| Q1 25 | $666.8M | $197.8M | ||
| Q4 24 | $635.9M | $190.5M | ||
| Q3 24 | $663.4M | $187.0M | ||
| Q2 24 | $634.0M | $208.9M | ||
| Q1 24 | $624.5M | $213.3M |
总资产GLRESFIX
| Q4 25 | $2.2B | $530.7M | ||
| Q3 25 | $2.1B | $480.6M | ||
| Q2 25 | $2.2B | $484.7M | ||
| Q1 25 | $2.2B | $472.6M | ||
| Q4 24 | $2.0B | $507.1M | ||
| Q3 24 | $2.0B | $486.9M | ||
| Q2 24 | $1.9B | $537.0M | ||
| Q1 24 | $1.9B | $538.3M |
负债/权益比GLRESFIX
| Q4 25 | 0.01× | — | ||
| Q3 25 | 0.05× | — | ||
| Q2 25 | 0.09× | — | ||
| Q1 25 | 0.09× | — | ||
| Q4 24 | 0.10× | — | ||
| Q3 24 | 0.09× | — | ||
| Q2 24 | 0.10× | — | ||
| Q1 24 | 0.12× | — |
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 | $100.2M | $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 | 2.03× | — |
| 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GLRESFIX
| Q4 25 | $100.2M | $10.9M | ||
| Q3 25 | $31.2M | $7.0M | ||
| Q2 25 | $68.4M | $20.5M | ||
| Q1 25 | $10.4M | $-16.2M | ||
| Q4 24 | $29.5M | $14.3M | ||
| Q3 24 | $41.3M | $8.2M | ||
| Q2 24 | $22.7M | $21.7M | ||
| Q1 24 | $18.0M | $-22.3M |
自由现金流GLRESFIX
| Q4 25 | — | $5.6M | ||
| Q3 25 | — | $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GLRESFIX
| Q4 25 | — | 1.6% | ||
| Q3 25 | — | 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GLRESFIX
| Q4 25 | — | 1.6% | ||
| Q3 25 | — | 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% |
现金转化率GLRESFIX
| Q4 25 | 2.03× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 208.02× | — | ||
| Q1 25 | 0.35× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.17× | — | ||
| Q2 24 | 2.85× | — | ||
| Q1 24 | 0.66× | — |
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
GLRE
| Other | $124.7M | 59% |
| Innovations | $85.6M | 41% |
SFIX
暂无分部数据
