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大都会人寿（MET）与STEVEN MADDEN, LTD.（SHOO）财务数据对比。点击上方公司名可切换其他公司
STEVEN MADDEN, LTD.的季度营收约是大都会人寿的1.2倍（$749.8M vs $600.0M），大都会人寿净利率更高（134.8% vs 3.3%，领先131.5%），STEVEN MADDEN, LTD.同比增速更快（29.5% vs 7.9%），过去两年STEVEN MADDEN, LTD.的营收复合增速更高（16.7% vs 2.0%）
大都会人寿（MetLife）是全球规模领先的保险、年金及员工福利服务提供商之一，创立于1868年，业务覆盖超60个国家和地区，服务约9000万客户，2018年位列《财富》美国500强营收排行榜第43位。
Steven Madden, Ltd.是一家上市时尚企业，专注于鞋履及潮流配饰的设计与营销，总部位于纽约长岛市。旗下拥有Dolce Vita、Betsey Johnson、Blondo、BB Dakota、Mad Love等品牌，同时获得Anne Klein、Superga等品牌的授权开展相关业务。
MET vs SHOO — 直观对比
营收规模更大
SHOO
是对方的1.2倍
$600.0M
营收增速更快
SHOO
高出21.6%
7.9%
净利率更高
MET
高出131.5%
3.3%
两年增速更快
SHOO
近两年复合增速
2.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $600.0M | $749.8M |
| 净利润 | $809.0M | $24.7M |
| 毛利率 | — | 42.6% |
| 营业利润率 | — | 4.8% |
| 净利率 | 134.8% | 3.3% |
| 营收同比 | 7.9% | 29.5% |
| 净利润同比 | -36.3% | -34.8% |
| 每股收益（稀释后） | $1.18 | $0.33 |
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METSHOO
| Q4 25 | $600.0M | $749.8M | ||
| Q3 25 | $621.0M | $664.2M | ||
| Q2 25 | $604.0M | $556.1M | ||
| Q1 25 | $611.0M | $551.4M | ||
| Q4 24 | $556.0M | $578.8M | ||
| Q3 24 | $554.0M | $621.2M | ||
| Q2 24 | $558.0M | $521.7M | ||
| Q1 24 | $577.0M | $550.6M |
净利润METSHOO
| Q4 25 | $809.0M | $24.7M | ||
| Q3 25 | $896.0M | $20.5M | ||
| Q2 25 | $729.0M | $-38.7M | ||
| Q1 25 | $945.0M | $41.3M | ||
| Q4 24 | $1.3B | $37.8M | ||
| Q3 24 | $1.3B | $55.3M | ||
| Q2 24 | $946.0M | $36.9M | ||
| Q1 24 | $867.0M | $44.6M |
毛利率METSHOO
| Q4 25 | — | 42.6% | ||
| Q3 25 | — | 41.8% | ||
| Q2 25 | — | 40.6% | ||
| Q1 25 | — | 41.0% | ||
| Q4 24 | — | 40.7% | ||
| Q3 24 | — | 41.8% | ||
| Q2 24 | — | 41.6% | ||
| Q1 24 | — | 40.8% |
营业利润率METSHOO
| Q4 25 | — | 4.8% | ||
| Q3 25 | — | 4.7% | ||
| Q2 25 | — | -7.2% | ||
| Q1 25 | — | 9.7% | ||
| Q4 24 | — | 8.1% | ||
| Q3 24 | — | 12.0% | ||
| Q2 24 | — | 9.0% | ||
| Q1 24 | — | 10.3% |
净利率METSHOO
| Q4 25 | 134.8% | 3.3% | ||
| Q3 25 | 144.3% | 3.1% | ||
| Q2 25 | 120.7% | -7.0% | ||
| Q1 25 | 154.7% | 7.5% | ||
| Q4 24 | 228.6% | 6.5% | ||
| Q3 24 | 242.2% | 8.9% | ||
| Q2 24 | 169.5% | 7.1% | ||
| Q1 24 | 150.3% | 8.1% |
每股收益（稀释后）METSHOO
| Q4 25 | $1.18 | $0.33 | ||
| Q3 25 | $1.22 | $0.29 | ||
| Q2 25 | $1.03 | $-0.56 | ||
| Q1 25 | $1.28 | $0.57 | ||
| Q4 24 | $1.75 | $0.49 | ||
| Q3 24 | $1.81 | $0.77 | ||
| Q2 24 | $1.28 | $0.49 | ||
| Q1 24 | $1.10 | $0.60 |
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 | $25.6B | $112.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $28.4B | $866.4M |
| 总资产 | $745.2B | $1.9B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资METSHOO
| Q4 25 | $25.6B | $112.4M | ||
| Q3 25 | $26.2B | $140.0K | ||
| Q2 25 | $27.5B | $111.9M | ||
| Q1 25 | $26.9B | $147.2M | ||
| Q4 24 | $25.2B | $203.4M | ||
| Q3 24 | $26.4B | $11.1M | ||
| Q2 24 | $24.6B | $192.2M | ||
| Q1 24 | $24.7B | $143.1M |
股东权益METSHOO
| Q4 25 | $28.4B | $866.4M | ||
| Q3 25 | $28.9B | $850.8M | ||
| Q2 25 | $27.7B | $833.2M | ||
| Q1 25 | $27.5B | $875.3M | ||
| Q4 24 | $27.4B | $847.7M | ||
| Q3 24 | $30.9B | $833.9M | ||
| Q2 24 | $27.3B | $808.3M | ||
| Q1 24 | $28.5B | $825.2M |
总资产METSHOO
| Q4 25 | $745.2B | $1.9B | ||
| Q3 25 | $719.7B | $2.0B | ||
| Q2 25 | $702.5B | $1.9B | ||
| Q1 25 | $688.3B | $1.4B | ||
| Q4 24 | $677.5B | $1.4B | ||
| Q3 24 | $705.0B | $1.5B | ||
| Q2 24 | $675.7B | $1.4B | ||
| Q1 24 | $677.6B | $1.3B |
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 | $7.1B | $91.1M |
| 自由现金流经营现金流 - 资本支出 | — | $80.8M |
| 自由现金流率自由现金流/营收 | — | 10.8% |
| 资本支出强度资本支出/营收 | — | 1.4% |
| 现金转化率经营现金流/净利润 | 8.75× | 3.70× |
| 过去12个月自由现金流最近4个季度 | — | $119.5M |
8季度趋势，按日历期对齐
经营现金流METSHOO
| Q4 25 | $7.1B | $91.1M | ||
| Q3 25 | $3.6B | $23.4M | ||
| Q2 25 | $2.2B | $66.5M | ||
| Q1 25 | $4.3B | $-18.8M | ||
| Q4 24 | $4.6B | $103.9M | ||
| Q3 24 | $4.2B | $444.0K | ||
| Q2 24 | $3.5B | $109.5M | ||
| Q1 24 | $2.3B | $-15.7M |
自由现金流METSHOO
| Q4 25 | — | $80.8M | ||
| Q3 25 | — | $8.6M | ||
| Q2 25 | — | $58.8M | ||
| Q1 25 | — | $-28.7M | ||
| Q4 24 | — | $94.6M | ||
| Q3 24 | — | $-6.9M | ||
| Q2 24 | — | $104.2M | ||
| Q1 24 | — | $-19.7M |
自由现金流率METSHOO
| Q4 25 | — | 10.8% | ||
| Q3 25 | — | 1.3% | ||
| Q2 25 | — | 10.6% | ||
| Q1 25 | — | -5.2% | ||
| Q4 24 | — | 16.3% | ||
| Q3 24 | — | -1.1% | ||
| Q2 24 | — | 20.0% | ||
| Q1 24 | — | -3.6% |
资本支出强度METSHOO
| Q4 25 | — | 1.4% | ||
| Q3 25 | — | 2.2% | ||
| Q2 25 | — | 1.4% | ||
| Q1 25 | — | 1.8% | ||
| Q4 24 | — | 1.6% | ||
| Q3 24 | — | 1.2% | ||
| Q2 24 | — | 1.0% | ||
| Q1 24 | — | 0.7% |
现金转化率METSHOO
| Q4 25 | 8.75× | 3.70× | ||
| Q3 25 | 3.98× | 1.14× | ||
| Q2 25 | 3.00× | — | ||
| Q1 25 | 4.51× | -0.46× | ||
| Q4 24 | 3.63× | 2.75× | ||
| Q3 24 | 3.11× | 0.01× | ||
| Q2 24 | 3.69× | 2.96× | ||
| Q1 24 | 2.69× | -0.35× |
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
MET
| Other | $165.0M | 28% |
| Prepaidlegalplansandadministrativeonlycontracts | $158.0M | 26% |
| Vision Fee For Service Arrangements | $140.0M | 23% |
| Administrative Service | $76.0M | 13% |
| Distribution Service | $36.0M | 6% |
| Feebasedinvestmentmanagementservices | $25.0M | 4% |
SHOO
暂无分部数据
