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LOUISIANA-PACIFIC CORP（LPX）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
STIFEL FINANCIAL CORP的季度营收约是LOUISIANA-PACIFIC CORP的2.0倍（$1.1B vs $566.0M），STIFEL FINANCIAL CORP净利率更高（23.5% vs -1.4%，领先24.9%），STIFEL FINANCIAL CORP同比增速更快（23.0% vs -16.9%），STIFEL FINANCIAL CORP自由现金流更多（$369.0M vs $-8.0M），过去两年STIFEL FINANCIAL CORP的营收复合增速更高（21.1% vs -11.6%）
路易斯安那-太平洋公司（简称LP）是美国知名建材制造商，成立于1973年，是美国定向结构刨花板（OSB）生产的开创者，总部现位于田纳西州纳什维尔。作为全球最大的OSB生产商，公司还生产工程木建材产品，通过建材分销商、经销商及家居零售中心向建筑商和业主供货。
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。
LPX vs SF — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $566.0M | $1.1B |
| 净利润 | $-8.0M | $264.4M |
| 毛利率 | 15.0% | — |
| 营业利润率 | -1.6% | 27.3% |
| 净利率 | -1.4% | 23.5% |
| 营收同比 | -16.9% | 23.0% |
| 净利润同比 | -112.9% | 8.3% |
| 每股收益（稀释后） | $-0.12 | $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
| Q4 25 | $566.0M | $1.1B | ||
| Q3 25 | $663.0M | $962.6M | ||
| Q2 25 | $755.0M | $838.9M | ||
| Q1 25 | $724.0M | $842.5M | ||
| Q4 24 | $681.0M | $916.0M | ||
| Q3 24 | $722.0M | $810.9M | ||
| Q2 24 | $814.0M | $798.9M | ||
| Q1 24 | $724.0M | $768.1M |
| Q4 25 | $-8.0M | $264.4M | ||
| Q3 25 | $9.0M | $211.4M | ||
| Q2 25 | $54.0M | $155.1M | ||
| Q1 25 | $91.0M | $53.0M | ||
| Q4 24 | $62.0M | $244.0M | ||
| Q3 24 | $90.0M | $158.5M | ||
| Q2 24 | $160.0M | $165.3M | ||
| Q1 24 | $108.0M | $163.6M |
| Q4 25 | 15.0% | — | ||
| Q3 25 | 19.5% | — | ||
| Q2 25 | 23.6% | — | ||
| Q1 25 | 27.2% | — | ||
| Q4 24 | 23.8% | — | ||
| Q3 24 | 26.7% | — | ||
| Q2 24 | 32.3% | — | ||
| Q1 24 | 29.6% | — |
| Q4 25 | -1.6% | 27.3% | ||
| Q3 25 | 2.7% | 29.7% | ||
| Q2 25 | 10.6% | 25.5% | ||
| Q1 25 | 16.6% | 7.5% | ||
| Q4 24 | 11.0% | 29.1% | ||
| Q3 24 | 16.1% | 26.7% | ||
| Q2 24 | 23.8% | 28.4% | ||
| Q1 24 | 20.0% | 28.5% |
| Q4 25 | -1.4% | 23.5% | ||
| Q3 25 | 1.4% | 22.0% | ||
| Q2 25 | 7.2% | 18.5% | ||
| Q1 25 | 12.6% | 6.3% | ||
| Q4 24 | 9.1% | 26.6% | ||
| Q3 24 | 12.5% | 19.5% | ||
| Q2 24 | 19.7% | 20.7% | ||
| Q1 24 | 14.9% | 21.3% |
| Q4 25 | $-0.12 | $2.30 | ||
| Q3 25 | $0.13 | $1.84 | ||
| Q2 25 | $0.77 | $1.34 | ||
| Q1 25 | $1.30 | $0.39 | ||
| Q4 24 | $0.90 | $2.10 | ||
| Q3 24 | $1.28 | $1.34 | ||
| Q2 24 | $2.23 | $1.41 | ||
| Q1 24 | $1.48 | $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 | $292.0M | $2.3B |
| 总债务越低越好 | $348.0M | $617.4M |
| 股东权益账面价值 | $1.7B | $6.0B |
| 总资产 | $2.6B | $41.3B |
| 负债/权益比越低杠杆越低 | 0.20× | 0.10× |
8季度趋势，按日历期对齐
| Q4 25 | $292.0M | $2.3B | ||
| Q3 25 | $316.0M | $3.2B | ||
| Q2 25 | $333.0M | $1.9B | ||
| Q1 25 | $256.0M | $2.7B | ||
| Q4 24 | $340.0M | $2.6B | ||
| Q3 24 | $346.0M | $1.9B | ||
| Q2 24 | $317.0M | $2.6B | ||
| Q1 24 | $244.0M | $3.4B |
| Q4 25 | $348.0M | $617.4M | ||
| Q3 25 | $348.0M | $617.2M | ||
| Q2 25 | $348.0M | $617.0M | ||
| Q1 25 | $348.0M | $616.8M | ||
| Q4 24 | $348.0M | $616.6M | ||
| Q3 24 | $347.0M | $616.4M | ||
| Q2 24 | $347.0M | $1.1B | ||
| Q1 24 | $347.0M | $1.1B |
| Q4 25 | $1.7B | $6.0B | ||
| Q3 25 | $1.7B | $5.8B | ||
| Q2 25 | $1.7B | $5.6B | ||
| Q1 25 | $1.7B | $5.5B | ||
| Q4 24 | $1.7B | $5.7B | ||
| Q3 24 | $1.7B | $5.6B | ||
| Q2 24 | $1.7B | $5.4B | ||
| Q1 24 | $1.6B | $5.3B |
| Q4 25 | $2.6B | $41.3B | ||
| Q3 25 | $2.6B | $41.7B | ||
| Q2 25 | $2.7B | $39.9B | ||
| Q1 25 | $2.6B | $40.4B | ||
| Q4 24 | $2.6B | $39.9B | ||
| Q3 24 | $2.6B | $38.9B | ||
| Q2 24 | $2.5B | $37.8B | ||
| Q1 24 | $2.5B | $38.3B |
| Q4 25 | 0.20× | 0.10× | ||
| Q3 25 | 0.20× | 0.11× | ||
| Q2 25 | 0.20× | 0.11× | ||
| Q1 25 | 0.21× | 0.11× | ||
| Q4 24 | 0.21× | 0.11× | ||
| Q3 24 | 0.21× | 0.11× | ||
| Q2 24 | 0.21× | 0.21× | ||
| Q1 24 | 0.21× | 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 | $67.0M | $382.4M |
| 自由现金流经营现金流 - 资本支出 | $-8.0M | $369.0M |
| 自由现金流率自由现金流/营收 | -1.4% | 32.7% |
| 资本支出强度资本支出/营收 | 13.3% | 1.2% |
| 现金转化率经营现金流/净利润 | — | 1.45× |
| 过去12个月自由现金流最近4个季度 | $91.0M | $1.1B |
8季度趋势，按日历期对齐
| Q4 25 | $67.0M | $382.4M | ||
| Q3 25 | $89.0M | $338.3M | ||
| Q2 25 | $162.0M | $607.5M | ||
| Q1 25 | $64.0M | $-211.2M | ||
| Q4 24 | $105.0M | $694.6M | ||
| Q3 24 | $183.0M | $198.3M | ||
| Q2 24 | $212.0M | $207.2M | ||
| Q1 24 | $105.0M | $-609.7M |
| Q4 25 | $-8.0M | $369.0M | ||
| Q3 25 | $5.0M | $321.1M | ||
| Q2 25 | $94.0M | $592.7M | ||
| Q1 25 | $0 | $-227.8M | ||
| Q4 24 | $43.0M | $677.2M | ||
| Q3 24 | $139.0M | $185.6M | ||
| Q2 24 | $176.0M | $173.3M | ||
| Q1 24 | $64.0M | $-619.4M |
| Q4 25 | -1.4% | 32.7% | ||
| Q3 25 | 0.8% | 33.4% | ||
| Q2 25 | 12.5% | 70.6% | ||
| Q1 25 | 0.0% | -27.0% | ||
| Q4 24 | 6.3% | 73.9% | ||
| Q3 24 | 19.3% | 22.9% | ||
| Q2 24 | 21.6% | 21.7% | ||
| Q1 24 | 8.8% | -80.6% |
| Q4 25 | 13.3% | 1.2% | ||
| Q3 25 | 12.7% | 1.8% | ||
| Q2 25 | 9.0% | 1.8% | ||
| Q1 25 | 8.8% | 2.0% | ||
| Q4 24 | 9.1% | 1.9% | ||
| Q3 24 | 6.1% | 1.6% | ||
| Q2 24 | 4.4% | 4.2% | ||
| Q1 24 | 5.7% | 1.3% |
| Q4 25 | — | 1.45× | ||
| Q3 25 | 9.89× | 1.60× | ||
| Q2 25 | 3.00× | 3.92× | ||
| Q1 25 | 0.70× | -3.99× | ||
| Q4 24 | 1.69× | 2.85× | ||
| Q3 24 | 2.03× | 1.25× | ||
| Q2 24 | 1.32× | 1.25× | ||
| Q1 24 | 0.97× | -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
LPX
| OS Bvalueadd | $472.0M | 83% |
| Other | $84.0M | 15% |
| Otherproducts | $10.0M | 2% |
SF
暂无分部数据
