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MARCUS CORP（MCS）与Stitch Fix, Inc.（SFIX）财务数据对比。点击上方公司名可切换其他公司
Stitch Fix, Inc.的季度营收约是MARCUS CORP的1.8倍（$342.1M vs $193.5M），Stitch Fix, Inc.同比增速更快（7.3% vs 2.8%），MARCUS CORP自由现金流更多（$26.4M vs $5.6M），过去两年MARCUS CORP的营收复合增速更高（18.2% vs 1.8%）
马库斯公司是一家美国企业，主营商业地产领域相关服务，业务覆盖美国与加拿大，提供商业地产经纪、按揭经纪、行业研究以及咨询服务，首创了由单一经纪公司独家代理房源挂牌的行业模式，目前在美加两国设有超过80家办公室，拥有员工超1800名。
Stitch Fix是美国的在线个人造型服务平台，依托推荐算法与数据科学技术，根据顾客的身形尺寸、预算和风格偏好推送个性化服饰单品。该公司创立于2011年，2017年完成首次公开募股，目前总部位于旧金山。
MCS vs SFIX — 直观对比
营收规模更大
SFIX
是对方的1.8倍
$193.5M
营收增速更快
SFIX
高出4.6%
2.8%
自由现金流更多
MCS
多$20.8M
$5.6M
两年增速更快
MCS
近两年复合增速
1.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $193.5M | $342.1M |
| 净利润 | — | $-6.4M |
| 毛利率 | — | 43.6% |
| 营业利润率 | 0.9% | -2.5% |
| 净利率 | — | -1.9% |
| 营收同比 | 2.8% | 7.3% |
| 净利润同比 | — | -1.7% |
| 每股收益（稀释后） | — | $-0.05 |
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MCSSFIX
| Q4 25 | $193.5M | $342.1M | ||
| Q3 25 | $210.2M | $311.2M | ||
| Q2 25 | $206.0M | $325.0M | ||
| Q1 25 | $148.8M | $312.1M | ||
| Q4 24 | $188.3M | $318.8M | ||
| Q3 24 | $232.7M | $319.6M | ||
| Q2 24 | $176.0M | $322.7M | ||
| Q1 24 | $138.5M | $330.4M |
净利润MCSSFIX
| Q4 25 | — | $-6.4M | ||
| Q3 25 | $16.2M | $-8.6M | ||
| Q2 25 | $7.3M | $-7.4M | ||
| Q1 25 | $-16.8M | $-6.5M | ||
| Q4 24 | $986.0K | $-6.3M | ||
| Q3 24 | $23.3M | $-36.5M | ||
| Q2 24 | $-20.2M | $-21.3M | ||
| Q1 24 | $-11.9M | $-35.5M |
毛利率MCSSFIX
| Q4 25 | — | 43.6% | ||
| Q3 25 | — | 43.6% | ||
| Q2 25 | — | 44.2% | ||
| Q1 25 | — | 44.5% | ||
| Q4 24 | — | 45.4% | ||
| Q3 24 | — | 44.6% | ||
| Q2 24 | — | 45.5% | ||
| Q1 24 | — | 43.4% |
营业利润率MCSSFIX
| Q4 25 | 0.9% | -2.5% | ||
| Q3 25 | 10.8% | -3.6% | ||
| Q2 25 | 6.3% | -3.0% | ||
| Q1 25 | -13.7% | -2.9% | ||
| Q4 24 | -1.2% | -2.8% | ||
| Q3 24 | 14.1% | -13.1% | ||
| Q2 24 | 1.3% | -7.7% | ||
| Q1 24 | -12.0% | -11.5% |
净利率MCSSFIX
| Q4 25 | — | -1.9% | ||
| Q3 25 | 7.7% | -2.8% | ||
| Q2 25 | 3.6% | -2.3% | ||
| Q1 25 | -11.3% | -2.1% | ||
| Q4 24 | 0.5% | -2.0% | ||
| Q3 24 | 10.0% | -11.4% | ||
| Q2 24 | -11.5% | -6.6% | ||
| Q1 24 | -8.6% | -10.8% |
每股收益（稀释后）MCSSFIX
| Q4 25 | — | $-0.05 | ||
| Q3 25 | — | $-0.06 | ||
| Q2 25 | — | $-0.06 | ||
| Q1 25 | — | $-0.05 | ||
| Q4 24 | — | $-0.05 | ||
| Q3 24 | — | $-0.29 | ||
| Q2 24 | — | $-0.18 | ||
| Q1 24 | — | $-0.30 |
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 | $23.4M | $244.2M |
| 总债务越低越好 | $159.0M | — |
| 股东权益账面价值 | $457.4M | $204.1M |
| 总资产 | $1.0B | $530.7M |
| 负债/权益比越低杠杆越低 | 0.35× | — |
8季度趋势，按日历期对齐
现金及短期投资MCSSFIX
| Q4 25 | $23.4M | $244.2M | ||
| Q3 25 | $7.4M | $234.9M | ||
| Q2 25 | $14.9M | $234.2M | ||
| Q1 25 | $11.9M | $219.1M | ||
| Q4 24 | $40.8M | $253.3M | ||
| Q3 24 | $28.4M | $247.0M | ||
| Q2 24 | $32.8M | $244.5M | ||
| Q1 24 | $17.3M | $229.8M |
总债务MCSSFIX
| Q4 25 | $159.0M | — | ||
| Q3 25 | $162.0M | — | ||
| Q2 25 | $179.9M | — | ||
| Q1 25 | $198.9M | — | ||
| Q4 24 | $159.1M | — | ||
| Q3 24 | $173.1M | — | ||
| Q2 24 | $175.7M | — | ||
| Q1 24 | $169.8M | — |
股东权益MCSSFIX
| Q4 25 | $457.4M | $204.1M | ||
| Q3 25 | $454.3M | $203.0M | ||
| Q2 25 | $448.4M | $200.4M | ||
| Q1 25 | $441.8M | $197.8M | ||
| Q4 24 | $464.9M | $190.5M | ||
| Q3 24 | $462.3M | $187.0M | ||
| Q2 24 | $449.4M | $208.9M | ||
| Q1 24 | $459.3M | $213.3M |
总资产MCSSFIX
| Q4 25 | $1.0B | $530.7M | ||
| Q3 25 | $1.0B | $480.6M | ||
| Q2 25 | $1.0B | $484.7M | ||
| Q1 25 | $1.0B | $472.6M | ||
| Q4 24 | $1.0B | $507.1M | ||
| Q3 24 | $1.0B | $486.9M | ||
| Q2 24 | $1.1B | $537.0M | ||
| Q1 24 | $1.0B | $538.3M |
负债/权益比MCSSFIX
| Q4 25 | 0.35× | — | ||
| Q3 25 | 0.36× | — | ||
| Q2 25 | 0.40× | — | ||
| Q1 25 | 0.45× | — | ||
| Q4 24 | 0.34× | — | ||
| Q3 24 | 0.37× | — | ||
| Q2 24 | 0.39× | — | ||
| Q1 24 | 0.37× | — |
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 | $48.8M | $10.9M |
| 自由现金流经营现金流 - 资本支出 | $26.4M | $5.6M |
| 自由现金流率自由现金流/营收 | 13.6% | 1.6% |
| 资本支出强度资本支出/营收 | 11.6% | 1.6% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $989.0K | $4.9M |
8季度趋势，按日历期对齐
经营现金流MCSSFIX
| Q4 25 | $48.8M | $10.9M | ||
| Q3 25 | $39.1M | $7.0M | ||
| Q2 25 | $31.6M | $20.5M | ||
| Q1 25 | $-35.3M | $-16.2M | ||
| Q4 24 | $52.6M | $14.3M | ||
| Q3 24 | $30.5M | $8.2M | ||
| Q2 24 | $36.0M | $21.7M | ||
| Q1 24 | $-15.1M | $-22.3M |
自由现金流MCSSFIX
| Q4 25 | $26.4M | $5.6M | ||
| Q3 25 | $18.2M | $2.8M | ||
| Q2 25 | $14.7M | $16.0M | ||
| Q1 25 | $-58.3M | $-19.4M | ||
| Q4 24 | $27.1M | $9.9M | ||
| Q3 24 | $12.0M | $4.5M | ||
| Q2 24 | $16.1M | $18.9M | ||
| Q1 24 | $-30.5M | $-26.1M |
自由现金流率MCSSFIX
| Q4 25 | 13.6% | 1.6% | ||
| Q3 25 | 8.7% | 0.9% | ||
| Q2 25 | 7.1% | 4.9% | ||
| Q1 25 | -39.2% | -6.2% | ||
| Q4 24 | 14.4% | 3.1% | ||
| Q3 24 | 5.2% | 1.4% | ||
| Q2 24 | 9.2% | 5.9% | ||
| Q1 24 | -22.0% | -7.9% |
资本支出强度MCSSFIX
| Q4 25 | 11.6% | 1.6% | ||
| Q3 25 | 9.9% | 1.4% | ||
| Q2 25 | 8.2% | 1.4% | ||
| Q1 25 | 15.5% | 1.0% | ||
| Q4 24 | 13.5% | 1.4% | ||
| Q3 24 | 7.9% | 1.2% | ||
| Q2 24 | 11.3% | 0.9% | ||
| Q1 24 | 11.1% | 1.1% |
现金转化率MCSSFIX
| Q4 25 | — | — | ||
| Q3 25 | 2.41× | — | ||
| Q2 25 | 4.32× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 53.31× | — | ||
| Q3 24 | 1.31× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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
MCS
| Theatres | $123.1M | 64% |
| Concessions | $51.0M | 26% |
| Food And Beverage | $21.2M | 11% |
SFIX
暂无分部数据
