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MEDICAL PROPERTIES TRUST INC(MPW)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MEDICAL PROPERTIES TRUST INC的1.3倍($342.1M vs $270.3M),MEDICAL PROPERTIES TRUST INC净利率更高(6.5% vs -1.9%,领先8.4%),MEDICAL PROPERTIES TRUST INC同比增速更快(16.6% vs 7.3%),过去两年Stitch Fix, Inc.的营收复合增速更高(1.8% vs -0.2%)
Medical Properties Trust, Inc.(MPT)是一家总部位于美国阿拉巴马州伯明翰的跨国房地产投资信托基金(REIT),主要在美欧地区收购、投资医疗保健设施与营利性医疗控股公司,资产收购多采用售后回租模式,原业主出售资产后成为其租户,租户通常需签署长期三净租赁协议。
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。
MPW vs SFIX — 直观对比
营收规模更大
SFIX
是对方的1.3倍
$270.3M
营收增速更快
MPW
高出9.3%
7.3%
净利率更高
MPW
高出8.4%
-1.9%
两年增速更快
SFIX
近两年复合增速
-0.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $270.3M | $342.1M |
| 净利润 | $17.6M | $-6.4M |
| 毛利率 | 95.8% | 43.6% |
| 营业利润率 | 9.7% | -2.5% |
| 净利率 | 6.5% | -1.9% |
| 营收同比 | 16.6% | 7.3% |
| 净利润同比 | 104.3% | -1.7% |
| 每股收益(稀释后) | $0.03 | $-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
MPW
SFIX
| Q4 25 | $270.3M | $342.1M | ||
| Q3 25 | $237.5M | $311.2M | ||
| Q2 25 | $240.4M | $325.0M | ||
| Q1 25 | $223.8M | $312.1M | ||
| Q4 24 | $231.8M | $318.8M | ||
| Q3 24 | $225.8M | $319.6M | ||
| Q2 24 | $266.6M | $322.7M | ||
| Q1 24 | $271.3M | $330.4M |
净利润
MPW
SFIX
| Q4 25 | $17.6M | $-6.4M | ||
| Q3 25 | $-77.7M | $-8.6M | ||
| Q2 25 | $-98.4M | $-7.4M | ||
| Q1 25 | $-118.3M | $-6.5M | ||
| Q4 24 | $-412.3M | $-6.3M | ||
| Q3 24 | $-801.2M | $-36.5M | ||
| Q2 24 | $-320.6M | $-21.3M | ||
| Q1 24 | $-875.6M | $-35.5M |
毛利率
MPW
SFIX
| Q4 25 | 95.8% | 43.6% | ||
| Q3 25 | — | 43.6% | ||
| Q2 25 | 91.8% | 44.2% | ||
| Q1 25 | 63.6% | 44.5% | ||
| Q4 24 | 90.9% | 45.4% | ||
| Q3 24 | 96.5% | 44.6% | ||
| Q2 24 | 98.4% | 45.5% | ||
| Q1 24 | 84.9% | 43.4% |
营业利润率
MPW
SFIX
| Q4 25 | 9.7% | -2.5% | ||
| Q3 25 | -28.0% | -3.6% | ||
| Q2 25 | -36.7% | -3.0% | ||
| Q1 25 | -48.5% | -2.9% | ||
| Q4 24 | -173.7% | -2.8% | ||
| Q3 24 | -350.7% | -13.1% | ||
| Q2 24 | -114.5% | -7.7% | ||
| Q1 24 | -318.6% | -11.5% |
净利率
MPW
SFIX
| Q4 25 | 6.5% | -1.9% | ||
| Q3 25 | -32.7% | -2.8% | ||
| Q2 25 | -40.9% | -2.3% | ||
| Q1 25 | -52.8% | -2.1% | ||
| Q4 24 | -177.8% | -2.0% | ||
| Q3 24 | -354.8% | -11.4% | ||
| Q2 24 | -120.3% | -6.6% | ||
| Q1 24 | -322.7% | -10.8% |
每股收益(稀释后)
MPW
SFIX
| Q4 25 | $0.03 | $-0.05 | ||
| Q3 25 | $-0.13 | $-0.06 | ||
| Q2 25 | $-0.16 | $-0.06 | ||
| Q1 25 | $-0.20 | $-0.05 | ||
| Q4 24 | $-0.68 | $-0.05 | ||
| Q3 24 | $-1.34 | $-0.29 | ||
| Q2 24 | $-0.54 | $-0.18 | ||
| Q1 24 | $-1.46 | $-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 | $540.9M | $244.2M |
| 总债务越低越好 | $9.7B | — |
| 股东权益账面价值 | $4.6B | $204.1M |
| 总资产 | $15.0B | $530.7M |
| 负债/权益比越低杠杆越低 | 2.11× | — |
8季度趋势,按日历期对齐
现金及短期投资
MPW
SFIX
| Q4 25 | $540.9M | $244.2M | ||
| Q3 25 | $396.6M | $234.9M | ||
| Q2 25 | $509.8M | $234.2M | ||
| Q1 25 | $673.5M | $219.1M | ||
| Q4 24 | $332.3M | $253.3M | ||
| Q3 24 | $275.6M | $247.0M | ||
| Q2 24 | $606.5M | $244.5M | ||
| Q1 24 | $224.3M | $229.8M |
总债务
MPW
SFIX
| Q4 25 | $9.7B | — | ||
| Q3 25 | $9.6B | — | ||
| Q2 25 | $9.6B | — | ||
| Q1 25 | $9.5B | — | ||
| Q4 24 | $8.8B | — | ||
| Q3 24 | $9.2B | — | ||
| Q2 24 | $9.4B | — | ||
| Q1 24 | $10.1B | — |
股东权益
MPW
SFIX
| Q4 25 | $4.6B | $204.1M | ||
| Q3 25 | $4.7B | $203.0M | ||
| Q2 25 | $4.8B | $200.4M | ||
| Q1 25 | $4.8B | $197.8M | ||
| Q4 24 | $4.8B | $190.5M | ||
| Q3 24 | $5.4B | $187.0M | ||
| Q2 24 | $6.2B | $208.9M | ||
| Q1 24 | $6.7B | $213.3M |
总资产
MPW
SFIX
| Q4 25 | $15.0B | $530.7M | ||
| Q3 25 | $14.9B | $480.6M | ||
| Q2 25 | $15.2B | $484.7M | ||
| Q1 25 | $14.9B | $472.6M | ||
| Q4 24 | $14.3B | $507.1M | ||
| Q3 24 | $15.2B | $486.9M | ||
| Q2 24 | $16.2B | $537.0M | ||
| Q1 24 | $17.3B | $538.3M |
负债/权益比
MPW
SFIX
| Q4 25 | 2.11× | — | ||
| Q3 25 | 2.06× | — | ||
| Q2 25 | 2.00× | — | ||
| Q1 25 | 1.99× | — | ||
| Q4 24 | 1.83× | — | ||
| Q3 24 | 1.69× | — | ||
| Q2 24 | 1.51× | — | ||
| Q1 24 | 1.51× | — |
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 | $230.8M | $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 | 13.11× | — |
| 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
MPW
SFIX
| Q4 25 | $230.8M | $10.9M | ||
| Q3 25 | $18.6M | $7.0M | ||
| Q2 25 | $51.7M | $20.5M | ||
| Q1 25 | $384.0K | $-16.2M | ||
| Q4 24 | $245.5M | $14.3M | ||
| Q3 24 | $59.2M | $8.2M | ||
| Q2 24 | $35.3M | $21.7M | ||
| Q1 24 | $74.3M | $-22.3M |
自由现金流
MPW
SFIX
| 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
MPW
SFIX
| 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
MPW
SFIX
| 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
MPW
SFIX
| Q4 25 | 13.11× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| 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