vs
Masco（MAS）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Masco的1.1倍（$2.1B vs $1.9B），Masco净利率更高（11.9% vs 4.2%，领先7.7%），Sprouts Farmers Market, Inc.同比增速更快（7.6% vs 6.5%），过去两年Sprouts Farmers Market, Inc.的营收复合增速更高（6.8% 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。
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。
MAS vs SFM — 直观对比
营收规模更大
SFM
是对方的1.1倍
$1.9B
营收增速更快
SFM
高出1.1%
6.5%
净利率更高
MAS
高出7.7%
4.2%
两年增速更快
SFM
近两年复合增速
-4.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $2.1B |
| 净利润 | $228.0M | $89.8M |
| 毛利率 | 35.8% | 38.0% |
| 营业利润率 | 16.5% | 5.7% |
| 净利率 | 11.9% | 4.2% |
| 营收同比 | 6.5% | 7.6% |
| 净利润同比 | 14.5% | 12.8% |
| 每股收益（稀释后） | — | $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MASSFM
| Q1 26 | $1.9B | — | ||
| Q4 25 | $1.8B | $2.1B | ||
| Q3 25 | $1.9B | $2.2B | ||
| Q2 25 | $2.1B | $2.2B | ||
| Q1 25 | $1.8B | $2.2B | ||
| Q4 24 | $1.8B | $2.0B | ||
| Q3 24 | $2.0B | $1.9B | ||
| Q2 24 | $2.1B | $1.9B |
净利润MASSFM
| Q1 26 | $228.0M | — | ||
| Q4 25 | $165.0M | $89.8M | ||
| Q3 25 | $189.0M | $120.1M | ||
| Q2 25 | $270.0M | $133.7M | ||
| Q1 25 | $186.0M | $180.0M | ||
| Q4 24 | $182.0M | $79.6M | ||
| Q3 24 | $167.0M | $91.6M | ||
| Q2 24 | $258.0M | $95.3M |
毛利率MASSFM
| Q1 26 | 35.8% | — | ||
| Q4 25 | 33.9% | 38.0% | ||
| Q3 25 | 34.2% | 38.7% | ||
| Q2 25 | 37.6% | 38.8% | ||
| Q1 25 | 35.8% | 39.6% | ||
| Q4 24 | 34.8% | 38.1% | ||
| Q3 24 | 36.6% | 38.1% | ||
| Q2 24 | 37.5% | 37.9% |
营业利润率MASSFM
| Q1 26 | 16.5% | — | ||
| Q4 25 | 13.8% | 5.7% | ||
| Q3 25 | 15.8% | 7.2% | ||
| Q2 25 | 20.1% | 8.1% | ||
| Q1 25 | 15.9% | 10.1% | ||
| Q4 24 | 15.9% | 5.3% | ||
| Q3 24 | 18.0% | 6.3% | ||
| Q2 24 | 19.0% | 6.7% |
净利率MASSFM
| Q1 26 | 11.9% | — | ||
| Q4 25 | 9.2% | 4.2% | ||
| Q3 25 | 9.9% | 5.5% | ||
| Q2 25 | 13.2% | 6.0% | ||
| Q1 25 | 10.3% | 8.0% | ||
| Q4 24 | 10.0% | 4.0% | ||
| Q3 24 | 8.4% | 4.7% | ||
| Q2 24 | 12.3% | 5.0% |
每股收益（稀释后）MASSFM
| Q1 26 | — | — | ||
| Q4 25 | $0.81 | $0.93 | ||
| Q3 25 | $0.90 | $1.22 | ||
| Q2 25 | $1.28 | $1.35 | ||
| Q1 25 | $0.87 | $1.81 | ||
| Q4 24 | $0.85 | $0.78 | ||
| Q3 24 | $0.77 | $0.91 | ||
| Q2 24 | $1.17 | $0.94 |
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 | — | $257.3M |
| 总债务越低越好 | $2.9B | — |
| 股东权益账面价值 | $27.0M | $1.4B |
| 总资产 | $5.2B | $4.2B |
| 负债/权益比越低杠杆越低 | 109.07× | — |
8季度趋势，按日历期对齐
现金及短期投资MASSFM
| Q1 26 | — | — | ||
| Q4 25 | $647.0M | $257.3M | ||
| Q3 25 | $559.0M | $322.4M | ||
| Q2 25 | $390.0M | $261.4M | ||
| Q1 25 | $377.0M | $285.7M | ||
| Q4 24 | $634.0M | $265.2M | ||
| Q3 24 | $646.0M | $309.7M | ||
| Q2 24 | $398.0M | $177.3M |
总债务MASSFM
| Q1 26 | $2.9B | — | ||
| Q4 25 | $2.9B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $2.9B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益MASSFM
| Q1 26 | $27.0M | — | ||
| Q4 25 | $-185.0M | $1.4B | ||
| Q3 25 | $-78.0M | $1.4B | ||
| Q2 25 | $-84.0M | $1.4B | ||
| Q1 25 | $-254.0M | $1.3B | ||
| Q4 24 | $-279.0M | $1.3B | ||
| Q3 24 | $-88.0M | $1.3B | ||
| Q2 24 | $-26.0M | $1.3B |
总资产MASSFM
| Q1 26 | $5.2B | — | ||
| Q4 25 | $5.2B | $4.2B | ||
| Q3 25 | $5.3B | $4.0B | ||
| Q2 25 | $5.3B | $3.8B | ||
| Q1 25 | $5.1B | $3.7B | ||
| Q4 24 | $5.0B | $3.6B | ||
| Q3 24 | $5.3B | $3.6B | ||
| Q2 24 | $5.4B | $3.4B |
负债/权益比MASSFM
| Q1 26 | 109.07× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — | $138.5M |
| 自由现金流经营现金流 - 资本支出 | — | $66.3M |
| 自由现金流率自由现金流/营收 | — | 3.1% |
| 资本支出强度资本支出/营收 | 1.8% | 3.4% |
| 现金转化率经营现金流/净利润 | — | 1.54× |
| 过去12个月自由现金流最近4个季度 | — | $467.7M |
8季度趋势，按日历期对齐
经营现金流MASSFM
| Q1 26 | — | — | ||
| Q4 25 | $418.0M | $138.5M | ||
| Q3 25 | $456.0M | $167.1M | ||
| Q2 25 | $306.0M | $111.2M | ||
| Q1 25 | $-158.0M | $299.1M | ||
| Q4 24 | $407.0M | $124.9M | ||
| Q3 24 | $416.0M | $209.1M | ||
| Q2 24 | $346.0M | $91.6M |
自由现金流MASSFM
| Q1 26 | — | — | ||
| Q4 25 | $371.0M | $66.3M | ||
| Q3 25 | $415.0M | $111.4M | ||
| Q2 25 | $270.0M | $50.4M | ||
| Q1 25 | $-190.0M | $239.6M | ||
| Q4 24 | $351.0M | $56.2M | ||
| Q3 24 | $378.0M | $156.3M | ||
| Q2 24 | $303.0M | $33.9M |
自由现金流率MASSFM
| Q1 26 | — | — | ||
| Q4 25 | 20.7% | 3.1% | ||
| Q3 25 | 21.6% | 5.1% | ||
| Q2 25 | 13.2% | 2.3% | ||
| Q1 25 | -10.5% | 10.7% | ||
| Q4 24 | 19.2% | 2.8% | ||
| Q3 24 | 19.1% | 8.0% | ||
| Q2 24 | 14.5% | 1.8% |
资本支出强度MASSFM
| Q1 26 | 1.8% | — | ||
| Q4 25 | 2.6% | 3.4% | ||
| Q3 25 | 2.1% | 2.5% | ||
| Q2 25 | 1.8% | 2.7% | ||
| Q1 25 | 1.8% | 2.7% | ||
| Q4 24 | 3.1% | 3.4% | ||
| Q3 24 | 1.9% | 2.7% | ||
| Q2 24 | 2.1% | 3.0% |
现金转化率MASSFM
| Q1 26 | — | — | ||
| Q4 25 | 2.53× | 1.54× | ||
| Q3 25 | 2.41× | 1.39× | ||
| Q2 25 | 1.13× | 0.83× | ||
| Q1 25 | -0.85× | 1.66× | ||
| Q4 24 | 2.24× | 1.57× | ||
| Q3 24 | 2.49× | 2.28× | ||
| Q2 24 | 1.34× | 0.96× |
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
MAS
暂无分部数据
SFM
| Perishables | $1.2B | 56% |
| Non Perishables | $935.4M | 44% |
