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Mativ Holdings, Inc.（MATV）与STEWART INFORMATION SERVICES CORP（STC）财务数据对比。点击上方公司名可切换其他公司
STEWART INFORMATION SERVICES CORP的季度营收约是Mativ Holdings, Inc.的1.7倍（$764.6M vs $463.1M），Mativ Holdings, Inc.净利率更高（21.8% vs 2.2%，领先19.5%），STEWART INFORMATION SERVICES CORP同比增速更快（27.7% vs 1.0%），过去两年STEWART INFORMATION SERVICES CORP的营收复合增速更高（12.7% vs -3.8%）
Mativ Holdings是一家全球特种材料制造商，主要生产高性能先进聚合物、无纺布、过滤解决方案及功能性涂层材料，服务医疗、工业、消费品、航空航天、能源等领域，业务遍及北美、欧洲及亚太地区。
斯图尔特信息服务公司（STC）是一家主营房地产信息、产权保险及交易管理服务的企业，旗下全资子公司斯图尔特产权担保公司、斯图尔特产权公司通过直营网点、斯图尔特可信供应商网络内的独立代理机构及合作企业，为美国及全球市场提供相关产品与服务，总部位于得克萨斯州休斯敦，现有员工约6350人。
MATV vs STC — 直观对比
营收规模更大
STC
是对方的1.7倍
$463.1M
营收增速更快
STC
高出26.7%
1.0%
净利率更高
MATV
高出19.5%
2.2%
两年增速更快
STC
近两年复合增速
-3.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $463.1M | $764.6M |
| 净利润 | $100.8M | $17.0M |
| 毛利率 | 18.8% | — |
| 营业利润率 | 2.2% | — |
| 净利率 | 21.8% | 2.2% |
| 营收同比 | 1.0% | 27.7% |
| 净利润同比 | 6620.0% | 448.4% |
| 每股收益（稀释后） | $1.87 | — |
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MATVSTC
| Q1 26 | — | $764.6M | ||
| Q4 25 | $463.1M | $790.6M | ||
| Q3 25 | $513.7M | $796.9M | ||
| Q2 25 | $525.4M | $722.2M | ||
| Q1 25 | $484.8M | $612.0M | ||
| Q4 24 | $458.6M | $665.9M | ||
| Q3 24 | $498.5M | $667.9M | ||
| Q2 24 | $523.8M | $602.2M |
净利润MATVSTC
| Q1 26 | — | $17.0M | ||
| Q4 25 | $100.8M | $36.3M | ||
| Q3 25 | $-3.2M | $44.3M | ||
| Q2 25 | $-9.5M | $31.9M | ||
| Q1 25 | $-425.5M | $3.1M | ||
| Q4 24 | $1.5M | $22.7M | ||
| Q3 24 | $-20.8M | $30.1M | ||
| Q2 24 | $-1.4M | $17.3M |
毛利率MATVSTC
| Q1 26 | — | — | ||
| Q4 25 | 18.8% | — | ||
| Q3 25 | 19.3% | — | ||
| Q2 25 | 19.7% | — | ||
| Q1 25 | 15.0% | — | ||
| Q4 24 | 16.9% | — | ||
| Q3 24 | 18.8% | — | ||
| Q2 24 | 20.8% | — |
营业利润率MATVSTC
| Q1 26 | — | — | ||
| Q4 25 | 2.2% | 6.5% | ||
| Q3 25 | 3.1% | 7.7% | ||
| Q2 25 | 3.8% | 6.5% | ||
| Q1 25 | -88.8% | 1.0% | ||
| Q4 24 | 0.6% | 5.3% | ||
| Q3 24 | 1.4% | 6.4% | ||
| Q2 24 | 2.0% | 4.8% |
净利率MATVSTC
| Q1 26 | — | 2.2% | ||
| Q4 25 | 21.8% | 4.6% | ||
| Q3 25 | -0.6% | 5.6% | ||
| Q2 25 | -1.8% | 4.4% | ||
| Q1 25 | -87.8% | 0.5% | ||
| Q4 24 | 0.3% | 3.4% | ||
| Q3 24 | -4.2% | 4.5% | ||
| Q2 24 | -0.3% | 2.9% |
每股收益（稀释后）MATVSTC
| Q1 26 | — | — | ||
| Q4 25 | $1.87 | $1.26 | ||
| Q3 25 | $-0.06 | $1.55 | ||
| Q2 25 | $-0.18 | $1.13 | ||
| Q1 25 | $-7.82 | $0.11 | ||
| Q4 24 | $0.03 | $0.81 | ||
| Q3 24 | $-0.38 | $1.07 | ||
| Q2 24 | $-0.03 | $0.62 |
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 | $84.2M | $317.5M |
| 总债务越低越好 | $1.0B | — |
| 股东权益账面价值 | $498.7M | — |
| 总资产 | $2.1B | — |
| 负债/权益比越低杠杆越低 | 2.07× | — |
8季度趋势，按日历期对齐
现金及短期投资MATVSTC
| Q1 26 | — | $317.5M | ||
| Q4 25 | $84.2M | $369.7M | ||
| Q3 25 | $97.1M | $233.2M | ||
| Q2 25 | $95.6M | $223.8M | ||
| Q1 25 | $84.0M | $194.2M | ||
| Q4 24 | $94.3M | $257.5M | ||
| Q3 24 | $162.2M | $228.7M | ||
| Q2 24 | $133.4M | $176.7M |
总债务MATVSTC
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | — | ||
| Q3 25 | $1.0B | — | ||
| Q2 25 | $1.1B | — | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | $1.1B | $445.8M | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $1.2B | — |
股东权益MATVSTC
| Q1 26 | — | — | ||
| Q4 25 | $498.7M | $1.6B | ||
| Q3 25 | $397.4M | $1.5B | ||
| Q2 25 | $416.6M | $1.4B | ||
| Q1 25 | $428.2M | $1.4B | ||
| Q4 24 | $858.5M | $1.4B | ||
| Q3 24 | $882.3M | $1.4B | ||
| Q2 24 | $898.0M | $1.4B |
总资产MATVSTC
| Q1 26 | — | — | ||
| Q4 25 | $2.1B | $3.3B | ||
| Q3 25 | $2.0B | $2.8B | ||
| Q2 25 | $2.1B | $2.8B | ||
| Q1 25 | $2.1B | $2.7B | ||
| Q4 24 | $2.4B | $2.7B | ||
| Q3 24 | $2.6B | $2.7B | ||
| Q2 24 | $2.6B | $2.6B |
负债/权益比MATVSTC
| Q1 26 | — | — | ||
| Q4 25 | 2.07× | — | ||
| Q3 25 | 2.63× | — | ||
| Q2 25 | 2.66× | — | ||
| Q1 25 | 2.67× | — | ||
| Q4 24 | 1.30× | 0.32× | ||
| Q3 24 | 1.32× | — | ||
| Q2 24 | 1.29× | — |
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 | $19.3M | — |
| 自由现金流经营现金流 - 资本支出 | $8.0M | — |
| 自由现金流率自由现金流/营收 | 1.7% | — |
| 资本支出强度资本支出/营收 | 2.4% | — |
| 现金转化率经营现金流/净利润 | 0.19× | — |
| 过去12个月自由现金流最近4个季度 | $93.8M | — |
8季度趋势，按日历期对齐
经营现金流MATVSTC
| Q1 26 | — | — | ||
| Q4 25 | $19.3M | $89.5M | ||
| Q3 25 | $72.8M | $92.6M | ||
| Q2 25 | $57.6M | $53.4M | ||
| Q1 25 | $-15.9M | $-29.9M | ||
| Q4 24 | $24.1M | $68.0M | ||
| Q3 24 | $37.6M | $76.1M | ||
| Q2 24 | $46.1M | $21.1M |
自由现金流MATVSTC
| Q1 26 | — | — | ||
| Q4 25 | $8.0M | $62.3M | ||
| Q3 25 | $66.7M | $73.6M | ||
| Q2 25 | $48.9M | $38.7M | ||
| Q1 25 | $-29.8M | $-42.2M | ||
| Q4 24 | $2.0M | $55.6M | ||
| Q3 24 | $25.5M | $67.4M | ||
| Q2 24 | $37.4M | $11.9M |
自由现金流率MATVSTC
| Q1 26 | — | — | ||
| Q4 25 | 1.7% | 7.9% | ||
| Q3 25 | 13.0% | 9.2% | ||
| Q2 25 | 9.3% | 5.4% | ||
| Q1 25 | -6.1% | -6.9% | ||
| Q4 24 | 0.4% | 8.4% | ||
| Q3 24 | 5.1% | 10.1% | ||
| Q2 24 | 7.1% | 2.0% |
资本支出强度MATVSTC
| Q1 26 | — | — | ||
| Q4 25 | 2.4% | 3.4% | ||
| Q3 25 | 1.2% | 2.4% | ||
| Q2 25 | 1.7% | 2.0% | ||
| Q1 25 | 2.9% | 2.0% | ||
| Q4 24 | 4.8% | 1.9% | ||
| Q3 24 | 2.4% | 1.3% | ||
| Q2 24 | 1.7% | 1.5% |
现金转化率MATVSTC
| Q1 26 | — | — | ||
| Q4 25 | 0.19× | 2.47× | ||
| Q3 25 | — | 2.09× | ||
| Q2 25 | — | 1.67× | ||
| Q1 25 | — | -9.73× | ||
| Q4 24 | 16.07× | 2.99× | ||
| Q3 24 | — | 2.53× | ||
| Q2 24 | — | 1.22× |
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
MATV
| Other | $208.7M | 45% |
| SAS Segment | $157.4M | 34% |
| FAM Segment | $97.0M | 21% |
STC
| Agency title | $333.0M | 44% |
| Direct title | $270.2M | 35% |
| Real estate solutions | $161.4M | 21% |
