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Pediatrix Medical Group, Inc.（MD）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
Pediatrix Medical Group, Inc.的季度营收约是Stitch Fix, Inc.的1.4倍（$493.8M vs $342.1M），Pediatrix Medical Group, Inc.净利率更高（6.8% vs -1.9%，领先8.7%），Stitch Fix, Inc.同比增速更快（7.3% vs -1.7%），过去两年Stitch Fix, Inc.的营收复合增速更高（1.8% vs -0.1%）
Pediatrix Medical Group是美国领先的专科医疗服务提供商，核心业务覆盖母胎医学、新生儿科、儿科心脏病学等儿科亚专科领域，与美国各地医疗机构合作，为女性、新生儿及儿童提供循证专科医疗服务。
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。
MD vs SFIX — 直观对比
营收规模更大
MD
是对方的1.4倍
$342.1M
营收增速更快
SFIX
高出9.0%
-1.7%
净利率更高
MD
高出8.7%
-1.9%
两年增速更快
SFIX
近两年复合增速
-0.1%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $493.8M | $342.1M |
| 净利润 | $33.7M | $-6.4M |
| 毛利率 | — | 43.6% |
| 营业利润率 | 9.9% | -2.5% |
| 净利率 | 6.8% | -1.9% |
| 营收同比 | -1.7% | 7.3% |
| 净利润同比 | 10.5% | -1.7% |
| 每股收益（稀释后） | $0.40 | $-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MDSFIX
| Q4 25 | $493.8M | $342.1M | ||
| Q3 25 | $492.9M | $311.2M | ||
| Q2 25 | $468.8M | $325.0M | ||
| Q1 25 | $458.4M | $312.1M | ||
| Q4 24 | $502.4M | $318.8M | ||
| Q3 24 | $511.2M | $319.6M | ||
| Q2 24 | $504.3M | $322.7M | ||
| Q1 24 | $495.1M | $330.4M |
净利润MDSFIX
| Q4 25 | $33.7M | $-6.4M | ||
| Q3 25 | $71.7M | $-8.6M | ||
| Q2 25 | $39.3M | $-7.4M | ||
| Q1 25 | $20.7M | $-6.5M | ||
| Q4 24 | $30.5M | $-6.3M | ||
| Q3 24 | $19.4M | $-36.5M | ||
| Q2 24 | $-153.0M | $-21.3M | ||
| Q1 24 | $4.0M | $-35.5M |
毛利率MDSFIX
| 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MDSFIX
| Q4 25 | 9.9% | -2.5% | ||
| Q3 25 | 13.8% | -3.6% | ||
| Q2 25 | 12.8% | -3.0% | ||
| Q1 25 | 7.0% | -2.9% | ||
| Q4 24 | 7.8% | -2.8% | ||
| Q3 24 | 6.6% | -13.1% | ||
| Q2 24 | -31.3% | -7.7% | ||
| Q1 24 | 3.2% | -11.5% |
净利率MDSFIX
| Q4 25 | 6.8% | -1.9% | ||
| Q3 25 | 14.5% | -2.8% | ||
| Q2 25 | 8.4% | -2.3% | ||
| Q1 25 | 4.5% | -2.1% | ||
| Q4 24 | 6.1% | -2.0% | ||
| Q3 24 | 3.8% | -11.4% | ||
| Q2 24 | -30.3% | -6.6% | ||
| Q1 24 | 0.8% | -10.8% |
每股收益（稀释后）MDSFIX
| Q4 25 | $0.40 | $-0.05 | ||
| Q3 25 | $0.84 | $-0.06 | ||
| Q2 25 | $0.46 | $-0.06 | ||
| Q1 25 | $0.24 | $-0.05 | ||
| Q4 24 | $0.37 | $-0.05 | ||
| Q3 24 | $0.23 | $-0.29 | ||
| Q2 24 | $-1.84 | $-0.18 | ||
| Q1 24 | $0.05 | $-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 | $375.2M | $244.2M |
| 总债务越低越好 | $570.5M | — |
| 股东权益账面价值 | $865.9M | $204.1M |
| 总资产 | $2.2B | $530.7M |
| 负债/权益比越低杠杆越低 | 0.66× | — |
8季度趋势，按日历期对齐
现金及短期投资MDSFIX
| Q4 25 | $375.2M | $244.2M | ||
| Q3 25 | $340.1M | $234.9M | ||
| Q2 25 | $224.7M | $234.2M | ||
| Q1 25 | $99.0M | $219.1M | ||
| Q4 24 | $229.9M | $253.3M | ||
| Q3 24 | $103.8M | $247.0M | ||
| Q2 24 | $19.4M | $244.5M | ||
| Q1 24 | $8.0M | $229.8M |
总债务MDSFIX
| Q4 25 | $570.5M | — | ||
| Q3 25 | $577.2M | — | ||
| Q2 25 | $583.9M | — | ||
| Q1 25 | $590.5M | — | ||
| Q4 24 | $597.1M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益MDSFIX
| Q4 25 | $865.9M | $204.1M | ||
| Q3 25 | $890.7M | $203.0M | ||
| Q2 25 | $833.8M | $200.4M | ||
| Q1 25 | $789.2M | $197.8M | ||
| Q4 24 | $764.9M | $190.5M | ||
| Q3 24 | $732.5M | $187.0M | ||
| Q2 24 | $706.5M | $208.9M | ||
| Q1 24 | $856.2M | $213.3M |
总资产MDSFIX
| Q4 25 | $2.2B | $530.7M | ||
| Q3 25 | $2.2B | $480.6M | ||
| Q2 25 | $2.1B | $484.7M | ||
| Q1 25 | $2.0B | $472.6M | ||
| Q4 24 | $2.2B | $507.1M | ||
| Q3 24 | $2.1B | $486.9M | ||
| Q2 24 | $2.0B | $537.0M | ||
| Q1 24 | $2.2B | $538.3M |
负债/权益比MDSFIX
| Q4 25 | 0.66× | — | ||
| Q3 25 | 0.65× | — | ||
| Q2 25 | 0.70× | — | ||
| Q1 25 | 0.75× | — | ||
| Q4 24 | 0.78× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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 | $114.1M | $10.9M |
| 自由现金流经营现金流 - 资本支出 | — | $5.6M |
| 自由现金流率自由现金流/营收 | — | 1.6% |
| 资本支出强度资本支出/营收 | — | 1.6% |
| 现金转化率经营现金流/净利润 | 3.39× | — |
| 过去12个月自由现金流最近4个季度 | — | $4.9M |
8季度趋势，按日历期对齐
经营现金流MDSFIX
| Q4 25 | $114.1M | $10.9M | ||
| Q3 25 | $137.3M | $7.0M | ||
| Q2 25 | $137.2M | $20.5M | ||
| Q1 25 | $-117.5M | $-16.2M | ||
| Q4 24 | $133.0M | $14.3M | ||
| Q3 24 | $91.8M | $8.2M | ||
| Q2 24 | $107.0M | $21.7M | ||
| Q1 24 | $-125.2M | $-22.3M |
自由现金流MDSFIX
| Q4 25 | — | $5.6M | ||
| Q3 25 | — | $2.8M | ||
| Q2 25 | — | $16.0M | ||
| Q1 25 | — | $-19.4M | ||
| Q4 24 | — | $9.9M | ||
| Q3 24 | — | $4.5M | ||
| Q2 24 | — | $18.9M | ||
| Q1 24 | — | $-26.1M |
自由现金流率MDSFIX
| Q4 25 | — | 1.6% | ||
| Q3 25 | — | 0.9% | ||
| Q2 25 | — | 4.9% | ||
| Q1 25 | — | -6.2% | ||
| Q4 24 | — | 3.1% | ||
| Q3 24 | — | 1.4% | ||
| Q2 24 | — | 5.9% | ||
| Q1 24 | — | -7.9% |
资本支出强度MDSFIX
| Q4 25 | — | 1.6% | ||
| Q3 25 | — | 1.4% | ||
| Q2 25 | — | 1.4% | ||
| Q1 25 | — | 1.0% | ||
| Q4 24 | — | 1.4% | ||
| Q3 24 | — | 1.2% | ||
| Q2 24 | — | 0.9% | ||
| Q1 24 | — | 1.1% |
现金转化率MDSFIX
| Q4 25 | 3.39× | — | ||
| Q3 25 | 1.91× | — | ||
| Q2 25 | 3.49× | — | ||
| Q1 25 | -5.66× | — | ||
| Q4 24 | 4.36× | — | ||
| Q3 24 | 4.72× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | -31.03× | — |
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
MD
| Health Care Patient Service | $421.6M | 85% |
| Hospitals Contracts | $70.0M | 14% |
| Other | $2.2M | 0% |
SFIX
暂无分部数据
