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NORTHERN OIL & GAS, INC.（NOG）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NORTHERN OIL & GAS, INC.的1.3倍（$764.6M vs $610.2M），STEWART INFORMATION SERVICES CORP净利率更高（2.2% vs -11.6%，领先13.8%），STEWART INFORMATION SERVICES CORP同比增速更快（27.7% vs -72.6%），过去两年STEWART INFORMATION SERVICES CORP的营收复合增速更高（12.7% vs 4.3%）
Marathon Oil Corporation是一家美国油气勘探开发企业，核心业务涵盖油气资源的勘探、开采与运营，2024年11月被康菲石油收购，相关业务与资产已并入康菲石油体系。
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。
NOG vs STC — 直观对比
营收规模更大
STC
是对方的1.3倍
$610.2M
营收增速更快
STC
高出100.2%
-72.6%
净利率更高
STC
高出13.8%
-11.6%
两年增速更快
STC
近两年复合增速
4.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $610.2M | $764.6M |
| 净利润 | $-70.7M | $17.0M |
| 毛利率 | — | — |
| 营业利润率 | — | — |
| 净利率 | -11.6% | 2.2% |
| 营收同比 | -72.6% | 27.7% |
| 净利润同比 | -198.7% | 448.4% |
| 每股收益（稀释后） | $-0.73 | — |
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NOGSTC
| Q1 26 | $610.2M | $764.6M | ||
| Q4 25 | $610.2M | $790.6M | ||
| Q3 25 | $556.6M | $796.9M | ||
| Q2 25 | $706.8M | $722.2M | ||
| Q1 25 | $602.1M | $612.0M | ||
| Q4 24 | $515.0M | $665.9M | ||
| Q3 24 | $753.6M | $667.9M | ||
| Q2 24 | $560.8M | $602.2M |
净利润NOGSTC
| Q1 26 | $-70.7M | $17.0M | ||
| Q4 25 | $-70.7M | $36.3M | ||
| Q3 25 | $-129.1M | $44.3M | ||
| Q2 25 | $99.6M | $31.9M | ||
| Q1 25 | $139.0M | $3.1M | ||
| Q4 24 | $71.7M | $22.7M | ||
| Q3 24 | $298.4M | $30.1M | ||
| Q2 24 | $138.6M | $17.3M |
毛利率NOGSTC
| Q1 26 | — | — | ||
| Q4 25 | 80.4% | — | ||
| Q3 25 | 78.7% | — | ||
| Q2 25 | 82.8% | — | ||
| Q1 25 | 81.1% | — | ||
| Q4 24 | 77.4% | — | ||
| Q3 24 | 85.8% | — | ||
| Q2 24 | 82.0% | — |
营业利润率NOGSTC
| Q1 26 | — | — | ||
| Q4 25 | -5.5% | 6.5% | ||
| Q3 25 | -22.6% | 7.7% | ||
| Q2 25 | 24.9% | 6.5% | ||
| Q1 25 | 38.1% | 1.0% | ||
| Q4 24 | 25.8% | 5.3% | ||
| Q3 24 | 57.6% | 6.4% | ||
| Q2 24 | 39.0% | 4.8% |
净利率NOGSTC
| Q1 26 | -11.6% | 2.2% | ||
| Q4 25 | -11.6% | 4.6% | ||
| Q3 25 | -23.2% | 5.6% | ||
| Q2 25 | 14.1% | 4.4% | ||
| Q1 25 | 23.1% | 0.5% | ||
| Q4 24 | 13.9% | 3.4% | ||
| Q3 24 | 39.6% | 4.5% | ||
| Q2 24 | 24.7% | 2.9% |
每股收益（稀释后）NOGSTC
| Q1 26 | $-0.73 | — | ||
| Q4 25 | $-0.67 | $1.26 | ||
| Q3 25 | $-1.33 | $1.55 | ||
| Q2 25 | $1.00 | $1.13 | ||
| Q1 25 | $1.39 | $0.11 | ||
| Q4 24 | $0.71 | $0.81 | ||
| Q3 24 | $2.96 | $1.07 | ||
| Q2 24 | $1.36 | $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 | $14.3M | $317.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.1B | — |
| 总资产 | $5.4B | — |
| 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NOGSTC
| Q1 26 | $14.3M | $317.5M | ||
| Q4 25 | $14.3M | $369.7M | ||
| Q3 25 | $31.6M | $233.2M | ||
| Q2 25 | $25.9M | $223.8M | ||
| Q1 25 | $33.6M | $194.2M | ||
| Q4 24 | $8.9M | $257.5M | ||
| Q3 24 | $34.4M | $228.7M | ||
| Q2 24 | $7.8M | $176.7M |
总债务NOGSTC
| Q1 26 | — | — | ||
| Q4 25 | $2.4B | — | ||
| Q3 25 | $2.3B | — | ||
| Q2 25 | $2.4B | — | ||
| Q1 25 | $2.3B | — | ||
| Q4 24 | $2.4B | $445.8M | ||
| Q3 24 | $2.0B | — | ||
| Q2 24 | $1.9B | — |
股东权益NOGSTC
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $1.6B | ||
| Q3 25 | $2.2B | $1.5B | ||
| Q2 25 | $2.4B | $1.4B | ||
| Q1 25 | $2.4B | $1.4B | ||
| Q4 24 | $2.3B | $1.4B | ||
| Q3 24 | $2.3B | $1.4B | ||
| Q2 24 | $2.1B | $1.4B |
总资产NOGSTC
| Q1 26 | $5.4B | — | ||
| Q4 25 | $5.4B | $3.3B | ||
| Q3 25 | $5.5B | $2.8B | ||
| Q2 25 | $5.7B | $2.8B | ||
| Q1 25 | $5.7B | $2.7B | ||
| Q4 24 | $5.6B | $2.7B | ||
| Q3 24 | $5.1B | $2.7B | ||
| Q2 24 | $4.7B | $2.6B |
负债/权益比NOGSTC
| Q1 26 | — | — | ||
| Q4 25 | 1.13× | — | ||
| Q3 25 | 1.05× | — | ||
| Q2 25 | 0.98× | — | ||
| Q1 25 | 0.96× | — | ||
| Q4 24 | 1.02× | 0.32× | ||
| Q3 24 | 0.84× | — | ||
| Q2 24 | 0.91× | — |
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 | $312.6M | — |
| 自由现金流经营现金流 - 资本支出 | $43.2M | — |
| 自由现金流率自由现金流/营收 | 7.1% | — |
| 资本支出强度资本支出/营收 | 31.5% | — |
| 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 | — | — |
8季度趋势，按日历期对齐
经营现金流NOGSTC
| Q1 26 | $312.6M | — | ||
| Q4 25 | $312.6M | $89.5M | ||
| Q3 25 | $423.1M | $92.6M | ||
| Q2 25 | $362.1M | $53.4M | ||
| Q1 25 | $407.4M | $-29.9M | ||
| Q4 24 | $290.3M | $68.0M | ||
| Q3 24 | $385.8M | $76.1M | ||
| Q2 24 | $340.5M | $21.1M |
自由现金流NOGSTC
| Q1 26 | $43.2M | — | ||
| Q4 25 | — | $62.3M | ||
| Q3 25 | — | $73.6M | ||
| Q2 25 | — | $38.7M | ||
| Q1 25 | — | $-42.2M | ||
| Q4 24 | — | $55.6M | ||
| Q3 24 | — | $67.4M | ||
| Q2 24 | — | $11.9M |
自由现金流率NOGSTC
| Q1 26 | 7.1% | — | ||
| Q4 25 | — | 7.9% | ||
| Q3 25 | — | 9.2% | ||
| Q2 25 | — | 5.4% | ||
| Q1 25 | — | -6.9% | ||
| Q4 24 | — | 8.4% | ||
| Q3 24 | — | 10.1% | ||
| Q2 24 | — | 2.0% |
资本支出强度NOGSTC
| Q1 26 | 31.5% | — | ||
| Q4 25 | — | 3.4% | ||
| Q3 25 | — | 2.4% | ||
| Q2 25 | — | 2.0% | ||
| Q1 25 | — | 2.0% | ||
| Q4 24 | — | 1.9% | ||
| Q3 24 | — | 1.3% | ||
| Q2 24 | — | 1.5% |
现金转化率NOGSTC
| Q1 26 | — | — | ||
| Q4 25 | — | 2.47× | ||
| Q3 25 | — | 2.09× | ||
| Q2 25 | 3.64× | 1.67× | ||
| Q1 25 | 2.93× | -9.73× | ||
| Q4 24 | 4.05× | 2.99× | ||
| Q3 24 | 1.29× | 2.53× | ||
| Q2 24 | 2.46× | 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
NOG
| Oil and Gas Sales | $447.7M | 73% |
| Gain on Commodity Derivatives, Net | $159.3M | 26% |
| Other Revenue | $3.1M | 1% |
STC
| Agency title | $333.0M | 44% |
| Direct title | $270.2M | 35% |
| Real estate solutions | $161.4M | 21% |
