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Masco（MAS）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
Masco的季度营收约是STIFEL FINANCIAL CORP的1.7倍（$1.9B vs $1.1B），STIFEL FINANCIAL CORP净利率更高（23.5% vs 11.9%，领先11.6%），STIFEL FINANCIAL CORP同比增速更快（23.0% vs 6.5%），过去两年STIFEL FINANCIAL CORP的营收复合增速更高（21.1% vs -4.2%）
美国家居建材企业Masco主营家装及新建住宅市场相关产品，旗下拥有20余家子公司，在全球运营近80座生产工厂，其中美国本土近60座，海外地区超20座。公司1969年于纽交所挂牌上市，后实现快速增长，成功跻身美国财富500强榜单。
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。
MAS vs SF — 直观对比
营收规模更大
MAS
是对方的1.7倍
$1.1B
营收增速更快
SF
高出16.5%
6.5%
净利率更高
SF
高出11.6%
11.9%
两年增速更快
SF
近两年复合增速
-4.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $1.1B |
| 净利润 | $228.0M | $264.4M |
| 毛利率 | 35.8% | — |
| 营业利润率 | 16.5% | 27.3% |
| 净利率 | 11.9% | 23.5% |
| 营收同比 | 6.5% | 23.0% |
| 净利润同比 | 14.5% | 8.3% |
| 每股收益（稀释后） | — | $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MASSF
| Q1 26 | $1.9B | — | ||
| Q4 25 | $1.8B | $1.1B | ||
| Q3 25 | $1.9B | $962.6M | ||
| Q2 25 | $2.1B | $838.9M | ||
| Q1 25 | $1.8B | $842.5M | ||
| Q4 24 | $1.8B | $916.0M | ||
| Q3 24 | $2.0B | $810.9M | ||
| Q2 24 | $2.1B | $798.9M |
净利润MASSF
| Q1 26 | $228.0M | — | ||
| Q4 25 | $165.0M | $264.4M | ||
| Q3 25 | $189.0M | $211.4M | ||
| Q2 25 | $270.0M | $155.1M | ||
| Q1 25 | $186.0M | $53.0M | ||
| Q4 24 | $182.0M | $244.0M | ||
| Q3 24 | $167.0M | $158.5M | ||
| Q2 24 | $258.0M | $165.3M |
毛利率MASSF
| Q1 26 | 35.8% | — | ||
| Q4 25 | 33.9% | — | ||
| Q3 25 | 34.2% | — | ||
| Q2 25 | 37.6% | — | ||
| Q1 25 | 35.8% | — | ||
| Q4 24 | 34.8% | — | ||
| Q3 24 | 36.6% | — | ||
| Q2 24 | 37.5% | — |
营业利润率MASSF
| Q1 26 | 16.5% | — | ||
| Q4 25 | 13.8% | 27.3% | ||
| Q3 25 | 15.8% | 29.7% | ||
| Q2 25 | 20.1% | 25.5% | ||
| Q1 25 | 15.9% | 7.5% | ||
| Q4 24 | 15.9% | 29.1% | ||
| Q3 24 | 18.0% | 26.7% | ||
| Q2 24 | 19.0% | 28.4% |
净利率MASSF
| Q1 26 | 11.9% | — | ||
| Q4 25 | 9.2% | 23.5% | ||
| Q3 25 | 9.9% | 22.0% | ||
| Q2 25 | 13.2% | 18.5% | ||
| Q1 25 | 10.3% | 6.3% | ||
| Q4 24 | 10.0% | 26.6% | ||
| Q3 24 | 8.4% | 19.5% | ||
| Q2 24 | 12.3% | 20.7% |
每股收益（稀释后）MASSF
| Q1 26 | — | — | ||
| Q4 25 | $0.81 | $2.30 | ||
| Q3 25 | $0.90 | $1.84 | ||
| Q2 25 | $1.28 | $1.34 | ||
| Q1 25 | $0.87 | $0.39 | ||
| Q4 24 | $0.85 | $2.10 | ||
| Q3 24 | $0.77 | $1.34 | ||
| Q2 24 | $1.17 | $1.41 |
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 | — | $2.3B |
| 总债务越低越好 | $2.9B | $617.4M |
| 股东权益账面价值 | $27.0M | $6.0B |
| 总资产 | $5.2B | $41.3B |
| 负债/权益比越低杠杆越低 | 109.07× | 0.10× |
8季度趋势，按日历期对齐
现金及短期投资MASSF
| Q1 26 | — | — | ||
| Q4 25 | $647.0M | $2.3B | ||
| Q3 25 | $559.0M | $3.2B | ||
| Q2 25 | $390.0M | $1.9B | ||
| Q1 25 | $377.0M | $2.7B | ||
| Q4 24 | $634.0M | $2.6B | ||
| Q3 24 | $646.0M | $1.9B | ||
| Q2 24 | $398.0M | $2.6B |
总债务MASSF
| Q1 26 | $2.9B | — | ||
| Q4 25 | $2.9B | $617.4M | ||
| Q3 25 | — | $617.2M | ||
| Q2 25 | — | $617.0M | ||
| Q1 25 | — | $616.8M | ||
| Q4 24 | $2.9B | $616.6M | ||
| Q3 24 | — | $616.4M | ||
| Q2 24 | — | $1.1B |
股东权益MASSF
| Q1 26 | $27.0M | — | ||
| Q4 25 | $-185.0M | $6.0B | ||
| Q3 25 | $-78.0M | $5.8B | ||
| Q2 25 | $-84.0M | $5.6B | ||
| Q1 25 | $-254.0M | $5.5B | ||
| Q4 24 | $-279.0M | $5.7B | ||
| Q3 24 | $-88.0M | $5.6B | ||
| Q2 24 | $-26.0M | $5.4B |
总资产MASSF
| Q1 26 | $5.2B | — | ||
| Q4 25 | $5.2B | $41.3B | ||
| Q3 25 | $5.3B | $41.7B | ||
| Q2 25 | $5.3B | $39.9B | ||
| Q1 25 | $5.1B | $40.4B | ||
| Q4 24 | $5.0B | $39.9B | ||
| Q3 24 | $5.3B | $38.9B | ||
| Q2 24 | $5.4B | $37.8B |
负债/权益比MASSF
| Q1 26 | 109.07× | — | ||
| 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× |
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 | — | $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 | 1.8% | 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 | — | $1.1B |
8季度趋势，按日历期对齐
经营现金流MASSF
| Q1 26 | — | — | ||
| Q4 25 | $418.0M | $382.4M | ||
| Q3 25 | $456.0M | $338.3M | ||
| Q2 25 | $306.0M | $607.5M | ||
| Q1 25 | $-158.0M | $-211.2M | ||
| Q4 24 | $407.0M | $694.6M | ||
| Q3 24 | $416.0M | $198.3M | ||
| Q2 24 | $346.0M | $207.2M |
自由现金流MASSF
| Q1 26 | — | — | ||
| Q4 25 | $371.0M | $369.0M | ||
| Q3 25 | $415.0M | $321.1M | ||
| Q2 25 | $270.0M | $592.7M | ||
| Q1 25 | $-190.0M | $-227.8M | ||
| Q4 24 | $351.0M | $677.2M | ||
| Q3 24 | $378.0M | $185.6M | ||
| Q2 24 | $303.0M | $173.3M |
自由现金流率MASSF
| Q1 26 | — | — | ||
| Q4 25 | 20.7% | 32.7% | ||
| Q3 25 | 21.6% | 33.4% | ||
| Q2 25 | 13.2% | 70.6% | ||
| Q1 25 | -10.5% | -27.0% | ||
| Q4 24 | 19.2% | 73.9% | ||
| Q3 24 | 19.1% | 22.9% | ||
| Q2 24 | 14.5% | 21.7% |
资本支出强度MASSF
| Q1 26 | 1.8% | — | ||
| Q4 25 | 2.6% | 1.2% | ||
| Q3 25 | 2.1% | 1.8% | ||
| Q2 25 | 1.8% | 1.8% | ||
| Q1 25 | 1.8% | 2.0% | ||
| Q4 24 | 3.1% | 1.9% | ||
| Q3 24 | 1.9% | 1.6% | ||
| Q2 24 | 2.1% | 4.2% |
现金转化率MASSF
| Q1 26 | — | — | ||
| Q4 25 | 2.53× | 1.45× | ||
| Q3 25 | 2.41× | 1.60× | ||
| Q2 25 | 1.13× | 3.92× | ||
| Q1 25 | -0.85× | -3.99× | ||
| Q4 24 | 2.24× | 2.85× | ||
| Q3 24 | 2.49× | 1.25× | ||
| Q2 24 | 1.34× | 1.25× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
