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Jefferies Financial Group Inc.（JEF）与Sprouts Farmers Market, Inc.（SFM）财务数据对比。点击上方公司名可切换其他公司
Sprouts Farmers Market, Inc.的季度营收约是Jefferies Financial Group Inc.的1.3倍（$2.1B vs $1.7B），Jefferies Financial Group Inc.净利率更高（12.6% vs 4.2%，领先8.5%），Jefferies Financial Group Inc.自由现金流更多（$1.9B vs $66.3M）
杰富瑞金融集团是总部位于美国纽约的金融服务企业，在纽约证券交易所挂牌上市，同时位列财富1000强榜单，为全球客户提供专业的金融相关服务。
Sprouts Farmers Market是总部位于美国亚利桑那州凤凰城的连锁超市品牌，主营天然有机食品，涵盖新鲜果蔬、散装食品、包装杂货、肉禽海鲜、熟食烘焙、乳制品、冷冻食品等品类，同时售有维生素补剂、天然个护及家居用品，目前在全美24个州开设超400家门店，员工约3.5万名。
JEF vs SFM — 直观对比
营收规模更大
SFM
是对方的1.3倍
$1.7B
净利率更高
JEF
高出8.5%
4.2%
自由现金流更多
JEF
多$1.8B
$66.3M
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $2.1B |
| 净利润 | $211.3M | $89.8M |
| 毛利率 | 95.7% | 38.0% |
| 营业利润率 | 15.2% | 5.7% |
| 净利率 | 12.6% | 4.2% |
| 营收同比 | — | 7.6% |
| 净利润同比 | — | 12.8% |
| 每股收益（稀释后） | $0.85 | $0.93 |
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JEFSFM
| Q4 25 | $1.7B | $2.1B | ||
| Q3 25 | $1.5B | $2.2B | ||
| Q2 25 | $1.2B | $2.2B | ||
| Q1 25 | $1.1B | $2.2B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | $1.2B | $1.9B | ||
| Q2 24 | $1.0B | $1.9B | ||
| Q1 24 | $971.2M | $1.9B |
净利润JEFSFM
| Q4 25 | $211.3M | $89.8M | ||
| Q3 25 | $242.5M | $120.1M | ||
| Q2 25 | $91.4M | $133.7M | ||
| Q1 25 | $136.8M | $180.0M | ||
| Q4 24 | — | $79.6M | ||
| Q3 24 | $181.0M | $91.6M | ||
| Q2 24 | $154.7M | $95.3M | ||
| Q1 24 | $156.4M | $114.1M |
毛利率JEFSFM
| Q4 25 | 95.7% | 38.0% | ||
| Q3 25 | 97.7% | 38.7% | ||
| Q2 25 | 96.5% | 38.8% | ||
| Q1 25 | 96.4% | 39.6% | ||
| Q4 24 | — | 38.1% | ||
| Q3 24 | 96.9% | 38.1% | ||
| Q2 24 | 96.4% | 37.9% | ||
| Q1 24 | 96.4% | 38.3% |
营业利润率JEFSFM
| Q4 25 | 15.2% | 5.7% | ||
| Q3 25 | 22.1% | 7.2% | ||
| Q2 25 | 11.0% | 8.1% | ||
| Q1 25 | 13.2% | 10.1% | ||
| Q4 24 | — | 5.3% | ||
| Q3 24 | 20.7% | 6.3% | ||
| Q2 24 | 22.0% | 6.7% | ||
| Q1 24 | 22.7% | 7.9% |
净利率JEFSFM
| Q4 25 | 12.6% | 4.2% | ||
| Q3 25 | 16.1% | 5.5% | ||
| Q2 25 | 7.4% | 6.0% | ||
| Q1 25 | 12.0% | 8.0% | ||
| Q4 24 | — | 4.0% | ||
| Q3 24 | 14.8% | 4.7% | ||
| Q2 24 | 14.9% | 5.0% | ||
| Q1 24 | 16.1% | 6.1% |
每股收益（稀释后）JEFSFM
| Q4 25 | $0.85 | $0.93 | ||
| Q3 25 | $1.01 | $1.22 | ||
| Q2 25 | $0.40 | $1.35 | ||
| Q1 25 | $0.57 | $1.81 | ||
| Q4 24 | — | $0.78 | ||
| Q3 24 | $0.75 | $0.91 | ||
| Q2 24 | $0.64 | $0.94 | ||
| Q1 24 | $0.66 | $1.12 |
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 | $14.0B | $257.3M |
| 总债务越低越好 | $15.9B | — |
| 股东权益账面价值 | $10.6B | $1.4B |
| 总资产 | $76.0B | $4.2B |
| 负债/权益比越低杠杆越低 | 1.50× | — |
8季度趋势，按日历期对齐
现金及短期投资JEFSFM
| Q4 25 | $14.0B | $257.3M | ||
| Q3 25 | $11.5B | $322.4M | ||
| Q2 25 | $11.3B | $261.4M | ||
| Q1 25 | $11.2B | $285.7M | ||
| Q4 24 | — | $265.2M | ||
| Q3 24 | $10.6B | $309.7M | ||
| Q2 24 | $10.8B | $177.3M | ||
| Q1 24 | $7.6B | $312.3M |
总债务JEFSFM
| Q4 25 | $15.9B | — | ||
| Q3 25 | $16.0B | — | ||
| Q2 25 | $15.4B | — | ||
| Q1 25 | $14.8B | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $12.9B | — | ||
| Q2 24 | $12.7B | — | ||
| Q1 24 | $9.9B | — |
股东权益JEFSFM
| Q4 25 | $10.6B | $1.4B | ||
| Q3 25 | $10.4B | $1.4B | ||
| Q2 25 | $10.3B | $1.4B | ||
| Q1 25 | $10.2B | $1.3B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | $10.0B | $1.3B | ||
| Q2 24 | $9.9B | $1.3B | ||
| Q1 24 | $9.8B | $1.2B |
总资产JEFSFM
| Q4 25 | $76.0B | $4.2B | ||
| Q3 25 | $69.3B | $4.0B | ||
| Q2 25 | $67.3B | $3.8B | ||
| Q1 25 | $70.2B | $3.7B | ||
| Q4 24 | — | $3.6B | ||
| Q3 24 | $63.3B | $3.6B | ||
| Q2 24 | $63.0B | $3.4B | ||
| Q1 24 | $60.9B | $3.5B |
负债/权益比JEFSFM
| Q4 25 | 1.50× | — | ||
| Q3 25 | 1.53× | — | ||
| Q2 25 | 1.49× | — | ||
| Q1 25 | 1.45× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.29× | — | ||
| Q2 24 | 1.28× | — | ||
| Q1 24 | 1.01× | — |
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 | $2.0B | $138.5M |
| 自由现金流经营现金流 - 资本支出 | $1.9B | $66.3M |
| 自由现金流率自由现金流/营收 | 114.2% | 3.1% |
| 资本支出强度资本支出/营收 | 3.4% | 3.4% |
| 现金转化率经营现金流/净利润 | 9.30× | 1.54× |
| 过去12个月自由现金流最近4个季度 | $-1.7B | $467.7M |
8季度趋势，按日历期对齐
经营现金流JEFSFM
| Q4 25 | $2.0B | $138.5M | ||
| Q3 25 | $184.2M | $167.1M | ||
| Q2 25 | $-978.3M | $111.2M | ||
| Q1 25 | $-2.7B | $299.1M | ||
| Q4 24 | — | $124.9M | ||
| Q3 24 | — | $209.1M | ||
| Q2 24 | — | $91.6M | ||
| Q1 24 | $-1.3B | $219.7M |
自由现金流JEFSFM
| Q4 25 | $1.9B | $66.3M | ||
| Q3 25 | $126.0M | $111.4M | ||
| Q2 25 | $-1.0B | $50.4M | ||
| Q1 25 | $-2.7B | $239.6M | ||
| Q4 24 | — | $56.2M | ||
| Q3 24 | — | $156.3M | ||
| Q2 24 | — | $33.9M | ||
| Q1 24 | $-1.4B | $168.5M |
自由现金流率JEFSFM
| Q4 25 | 114.2% | 3.1% | ||
| Q3 25 | 8.4% | 5.1% | ||
| Q2 25 | -83.3% | 2.3% | ||
| Q1 25 | -237.2% | 10.7% | ||
| Q4 24 | — | 2.8% | ||
| Q3 24 | — | 8.0% | ||
| Q2 24 | — | 1.8% | ||
| Q1 24 | -139.4% | 8.9% |
资本支出强度JEFSFM
| Q4 25 | 3.4% | 3.4% | ||
| Q3 25 | 3.9% | 2.5% | ||
| Q2 25 | 3.6% | 2.7% | ||
| Q1 25 | 4.3% | 2.7% | ||
| Q4 24 | — | 3.4% | ||
| Q3 24 | — | 2.7% | ||
| Q2 24 | — | 3.0% | ||
| Q1 24 | 9.9% | 2.7% |
现金转化率JEFSFM
| Q4 25 | 9.30× | 1.54× | ||
| Q3 25 | 0.76× | 1.39× | ||
| Q2 25 | -10.70× | 0.83× | ||
| Q1 25 | -19.48× | 1.66× | ||
| Q4 24 | — | 1.57× | ||
| Q3 24 | — | 2.28× | ||
| Q2 24 | — | 0.96× | ||
| Q1 24 | -8.04× | 1.93× |
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
JEF
| Investment Banking Underwriting | $555.6M | 33% |
| Principal Transactions Revenue | $378.3M | 23% |
| Commissions And Other Fees | $356.0M | 21% |
| Other | $177.8M | 11% |
| Internet Connection And Boadband Revenue | $57.0M | 3% |
| Other Sources Of Revenue Miscellaneous | $53.3M | 3% |
| Real Estate | $50.7M | 3% |
| Strategic Affiliates Revenue | $13.8M | 1% |
| Asset Management1 | $12.1M | 1% |
| Fixed Income Services | $1.6M | 0% |
SFM
| Perishables | $1.2B | 56% |
| Non Perishables | $935.4M | 44% |
