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GRAPHIC PACKAGING HOLDING CO（GPK）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
GRAPHIC PACKAGING HOLDING CO的季度营收约是STIFEL FINANCIAL CORP的1.9倍（$2.1B vs $1.1B），STIFEL FINANCIAL CORP净利率更高（23.5% vs 3.4%，领先20.1%），STIFEL FINANCIAL CORP同比增速更快（23.0% vs 0.2%），过去两年STIFEL FINANCIAL CORP的营收复合增速更高（21.1% vs -3.5%）
Graphic Packaging Holding是总部位于美国佐治亚州亚特兰大的世界500强企业，专注于设计和生产商用产品包装解决方案，主营纸板及折叠纸盒业务，产品广泛应用于饮料、包装食品等各类热门消费品领域，在美国多州运营采用回收原料的纸板工厂。
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。
GPK vs SF — 直观对比
营收规模更大
GPK
是对方的1.9倍
$1.1B
营收增速更快
SF
高出22.8%
0.2%
净利率更高
SF
高出20.1%
3.4%
两年增速更快
SF
近两年复合增速
-3.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.1B | $1.1B |
| 净利润 | $71.0M | $264.4M |
| 毛利率 | 14.1% | — |
| 营业利润率 | 7.4% | 27.3% |
| 净利率 | 3.4% | 23.5% |
| 营收同比 | 0.2% | 23.0% |
| 净利润同比 | -48.6% | 8.3% |
| 每股收益（稀释后） | $0.24 | $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GPKSF
| Q4 25 | $2.1B | $1.1B | ||
| Q3 25 | $2.2B | $962.6M | ||
| Q2 25 | $2.2B | $838.9M | ||
| Q1 25 | $2.1B | $842.5M | ||
| Q4 24 | $2.1B | $916.0M | ||
| Q3 24 | $2.2B | $810.9M | ||
| Q2 24 | $2.2B | $798.9M | ||
| Q1 24 | $2.3B | $768.1M |
净利润GPKSF
| Q4 25 | $71.0M | $264.4M | ||
| Q3 25 | $142.0M | $211.4M | ||
| Q2 25 | $104.0M | $155.1M | ||
| Q1 25 | $127.0M | $53.0M | ||
| Q4 24 | $138.0M | $244.0M | ||
| Q3 24 | $165.0M | $158.5M | ||
| Q2 24 | $190.0M | $165.3M | ||
| Q1 24 | $165.0M | $163.6M |
毛利率GPKSF
| Q4 25 | 14.1% | — | ||
| Q3 25 | 19.6% | — | ||
| Q2 25 | 18.7% | — | ||
| Q1 25 | 20.6% | — | ||
| Q4 24 | 21.4% | — | ||
| Q3 24 | 22.3% | — | ||
| Q2 24 | 21.2% | — | ||
| Q1 24 | 23.0% | — |
营业利润率GPKSF
| Q4 25 | 7.4% | 27.3% | ||
| Q3 25 | 10.7% | 29.7% | ||
| Q2 25 | 8.8% | 25.5% | ||
| Q1 25 | 10.5% | 7.5% | ||
| Q4 24 | 11.4% | 29.1% | ||
| Q3 24 | 12.6% | 26.7% | ||
| Q2 24 | 14.5% | 28.4% | ||
| Q1 24 | 12.4% | 28.5% |
净利率GPKSF
| Q4 25 | 3.4% | 23.5% | ||
| Q3 25 | 6.5% | 22.0% | ||
| Q2 25 | 4.7% | 18.5% | ||
| Q1 25 | 6.0% | 6.3% | ||
| Q4 24 | 6.6% | 26.6% | ||
| Q3 24 | 7.5% | 19.5% | ||
| Q2 24 | 8.5% | 20.7% | ||
| Q1 24 | 7.3% | 21.3% |
每股收益（稀释后）GPKSF
| Q4 25 | $0.24 | $2.30 | ||
| Q3 25 | $0.48 | $1.84 | ||
| Q2 25 | $0.34 | $1.34 | ||
| Q1 25 | $0.42 | $0.39 | ||
| Q4 24 | $0.46 | $2.10 | ||
| Q3 24 | $0.55 | $1.34 | ||
| Q2 24 | $0.62 | $1.41 | ||
| Q1 24 | $0.53 | $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 | $261.0M | $2.3B |
| 总债务越低越好 | $5.0B | $617.4M |
| 股东权益账面价值 | $3.3B | $6.0B |
| 总资产 | $11.8B | $41.3B |
| 负债/权益比越低杠杆越低 | 1.51× | 0.10× |
8季度趋势，按日历期对齐
现金及短期投资GPKSF
| Q4 25 | $261.0M | $2.3B | ||
| Q3 25 | $120.0M | $3.2B | ||
| Q2 25 | $120.0M | $1.9B | ||
| Q1 25 | $129.0M | $2.7B | ||
| Q4 24 | $157.0M | $2.6B | ||
| Q3 24 | $126.0M | $1.9B | ||
| Q2 24 | $125.0M | $2.6B | ||
| Q1 24 | $136.0M | $3.4B |
总债务GPKSF
| Q4 25 | $5.0B | $617.4M | ||
| Q3 25 | $5.5B | $617.2M | ||
| Q2 25 | $5.4B | $617.0M | ||
| Q1 25 | $5.7B | $616.8M | ||
| Q4 24 | $5.1B | $616.6M | ||
| Q3 24 | $5.4B | $616.4M | ||
| Q2 24 | $4.9B | $1.1B | ||
| Q1 24 | $4.9B | $1.1B |
股东权益GPKSF
| Q4 25 | $3.3B | $6.0B | ||
| Q3 25 | $3.3B | $5.8B | ||
| Q2 25 | $3.2B | $5.6B | ||
| Q1 25 | $3.2B | $5.5B | ||
| Q4 24 | $3.0B | $5.7B | ||
| Q3 24 | $3.0B | $5.6B | ||
| Q2 24 | $2.8B | $5.4B | ||
| Q1 24 | $2.9B | $5.3B |
总资产GPKSF
| Q4 25 | $11.8B | $41.3B | ||
| Q3 25 | $11.9B | $41.7B | ||
| Q2 25 | $11.8B | $39.9B | ||
| Q1 25 | $11.5B | $40.4B | ||
| Q4 24 | $11.1B | $39.9B | ||
| Q3 24 | $11.2B | $38.9B | ||
| Q2 24 | $10.8B | $37.8B | ||
| Q1 24 | $11.3B | $38.3B |
负债/权益比GPKSF
| Q4 25 | 1.51× | 0.10× | ||
| Q3 25 | 1.67× | 0.11× | ||
| Q2 25 | 1.68× | 0.11× | ||
| Q1 25 | 1.80× | 0.11× | ||
| Q4 24 | 1.71× | 0.11× | ||
| Q3 24 | 1.79× | 0.11× | ||
| Q2 24 | 1.75× | 0.21× | ||
| Q1 24 | 1.73× | 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 | $521.0M | $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 | 7.34× | 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GPKSF
| Q4 25 | $521.0M | $382.4M | ||
| Q3 25 | $227.0M | $338.3M | ||
| Q2 25 | $267.0M | $607.5M | ||
| Q1 25 | $-174.0M | $-211.2M | ||
| Q4 24 | $489.0M | $694.6M | ||
| Q3 24 | $187.0M | $198.3M | ||
| Q2 24 | $161.0M | $207.2M | ||
| Q1 24 | $3.0M | $-609.7M |
自由现金流GPKSF
| 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GPKSF
| 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GPKSF
| 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GPKSF
| Q4 25 | 7.34× | 1.45× | ||
| Q3 25 | 1.60× | 1.60× | ||
| Q2 25 | 2.57× | 3.92× | ||
| Q1 25 | -1.37× | -3.99× | ||
| Q4 24 | 3.54× | 2.85× | ||
| Q3 24 | 1.13× | 1.25× | ||
| Q2 24 | 0.85× | 1.25× | ||
| Q1 24 | 0.02× | -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
GPK
| Americas Paperboard Packaging | $1.4B | 68% |
| Other | $667.0M | 32% |
SF
暂无分部数据
