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UiPath, Inc.（PATH）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
UiPath, Inc.的季度营收约是Stitch Fix, Inc.的1.2倍（$411.1M vs $342.1M），UiPath, Inc.净利率更高（48.4% vs -1.9%，领先50.2%），UiPath, Inc.同比增速更快（15.9% vs 7.3%），UiPath, Inc.自由现金流更多（$25.1M vs $5.6M），过去两年Stitch Fix, Inc.的营收复合增速更高（1.8% vs 0.7%）
UiPath是一家全球化软件企业，专注于开发人工智能、智能自动化及流程编排类软件，其产品支持用户搭建与调度AI代理，实现复杂业务流程、工作流的自动化运行，助力各行业客户提升运营效率、降低人力成本。
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。
PATH vs SFIX — 直观对比
营收规模更大
PATH
是对方的1.2倍
$342.1M
营收增速更快
PATH
高出8.6%
7.3%
净利率更高
PATH
高出50.2%
-1.9%
自由现金流更多
PATH
多$19.5M
$5.6M
两年增速更快
SFIX
近两年复合增速
0.7%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $411.1M | $342.1M |
| 净利润 | $198.8M | $-6.4M |
| 毛利率 | 83.3% | 43.6% |
| 营业利润率 | 3.2% | -2.5% |
| 净利率 | 48.4% | -1.9% |
| 营收同比 | 15.9% | 7.3% |
| 净利润同比 | 1966.2% | -1.7% |
| 每股收益（稀释后） | $0.37 | $-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PATHSFIX
| Q4 25 | $411.1M | $342.1M | ||
| Q3 25 | $361.7M | $311.2M | ||
| Q2 25 | $356.6M | $325.0M | ||
| Q1 25 | $423.6M | $312.1M | ||
| Q4 24 | $354.7M | $318.8M | ||
| Q3 24 | $316.3M | $319.6M | ||
| Q2 24 | $335.1M | $322.7M | ||
| Q1 24 | $405.3M | $330.4M |
净利润PATHSFIX
| Q4 25 | $198.8M | $-6.4M | ||
| Q3 25 | $1.6M | $-8.6M | ||
| Q2 25 | $-22.6M | $-7.4M | ||
| Q1 25 | $51.8M | $-6.5M | ||
| Q4 24 | $-10.7M | $-6.3M | ||
| Q3 24 | $-86.1M | $-36.5M | ||
| Q2 24 | $-28.7M | $-21.3M | ||
| Q1 24 | $33.9M | $-35.5M |
毛利率PATHSFIX
| Q4 25 | 83.3% | 43.6% | ||
| Q3 25 | 82.2% | 43.6% | ||
| Q2 25 | 82.1% | 44.2% | ||
| Q1 25 | 84.8% | 44.5% | ||
| Q4 24 | 82.0% | 45.4% | ||
| Q3 24 | 80.0% | 44.6% | ||
| Q2 24 | 83.5% | 45.5% | ||
| Q1 24 | 86.8% | 43.4% |
营业利润率PATHSFIX
| Q4 25 | 3.2% | -2.5% | ||
| Q3 25 | -5.6% | -3.6% | ||
| Q2 25 | -4.6% | -3.0% | ||
| Q1 25 | 7.9% | -2.9% | ||
| Q4 24 | -12.2% | -2.8% | ||
| Q3 24 | -32.7% | -13.1% | ||
| Q2 24 | -14.8% | -7.7% | ||
| Q1 24 | 3.7% | -11.5% |
净利率PATHSFIX
| Q4 25 | 48.4% | -1.9% | ||
| Q3 25 | 0.4% | -2.8% | ||
| Q2 25 | -6.3% | -2.3% | ||
| Q1 25 | 12.2% | -2.1% | ||
| Q4 24 | -3.0% | -2.0% | ||
| Q3 24 | -27.2% | -11.4% | ||
| Q2 24 | -8.6% | -6.6% | ||
| Q1 24 | 8.4% | -10.8% |
每股收益（稀释后）PATHSFIX
| Q4 25 | $0.37 | $-0.05 | ||
| Q3 25 | $0.00 | $-0.06 | ||
| Q2 25 | $-0.04 | $-0.06 | ||
| Q1 25 | $0.09 | $-0.05 | ||
| Q4 24 | $-0.02 | $-0.05 | ||
| Q3 24 | $-0.15 | $-0.29 | ||
| Q2 24 | $-0.05 | $-0.18 | ||
| Q1 24 | $0.07 | $-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 | $1.4B | $244.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.9B | $204.1M |
| 总资产 | $2.9B | $530.7M |
| 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PATHSFIX
| Q4 25 | $1.4B | $244.2M | ||
| Q3 25 | $1.4B | $234.9M | ||
| Q2 25 | $1.6B | $234.2M | ||
| Q1 25 | $1.6B | $219.1M | ||
| Q4 24 | $1.6B | $253.3M | ||
| Q3 24 | $1.7B | $247.0M | ||
| Q2 24 | $1.9B | $244.5M | ||
| Q1 24 | $1.9B | $229.8M |
股东权益PATHSFIX
| Q4 25 | $1.9B | $204.1M | ||
| Q3 25 | $1.7B | $203.0M | ||
| Q2 25 | $1.7B | $200.4M | ||
| Q1 25 | $1.8B | $197.8M | ||
| Q4 24 | $1.7B | $190.5M | ||
| Q3 24 | $1.8B | $187.0M | ||
| Q2 24 | $2.0B | $208.9M | ||
| Q1 24 | $2.0B | $213.3M |
总资产PATHSFIX
| Q4 25 | $2.9B | $530.7M | ||
| Q3 25 | $2.6B | $480.6M | ||
| Q2 25 | $2.6B | $484.7M | ||
| Q1 25 | $2.9B | $472.6M | ||
| Q4 24 | $2.7B | $507.1M | ||
| Q3 24 | $2.7B | $486.9M | ||
| Q2 24 | $2.8B | $537.0M | ||
| Q1 24 | $3.0B | $538.3M |
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 | $28.3M | $10.9M |
| 自由现金流经营现金流 - 资本支出 | $25.1M | $5.6M |
| 自由现金流率自由现金流/营收 | 6.1% | 1.6% |
| 资本支出强度资本支出/营收 | 0.8% | 1.6% |
| 现金转化率经营现金流/净利润 | 0.14× | — |
| 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PATHSFIX
| Q4 25 | $28.3M | $10.9M | ||
| Q3 25 | $41.6M | $7.0M | ||
| Q2 25 | $119.0M | $20.5M | ||
| Q1 25 | $146.1M | $-16.2M | ||
| Q4 24 | $28.1M | $14.3M | ||
| Q3 24 | $46.4M | $8.2M | ||
| Q2 24 | $100.0M | $21.7M | ||
| Q1 24 | $145.6M | $-22.3M |
自由现金流PATHSFIX
| Q4 25 | $25.1M | $5.6M | ||
| Q3 25 | — | $2.8M | ||
| Q2 25 | $106.2M | $16.0M | ||
| Q1 25 | $138.7M | $-19.4M | ||
| Q4 24 | $23.2M | $9.9M | ||
| Q3 24 | $45.0M | $4.5M | ||
| Q2 24 | $98.8M | $18.9M | ||
| Q1 24 | $141.8M | $-26.1M |
自由现金流率PATHSFIX
| Q4 25 | 6.1% | 1.6% | ||
| Q3 25 | — | 0.9% | ||
| Q2 25 | 29.8% | 4.9% | ||
| Q1 25 | 32.7% | -6.2% | ||
| Q4 24 | 6.5% | 3.1% | ||
| Q3 24 | 14.2% | 1.4% | ||
| Q2 24 | 29.5% | 5.9% | ||
| Q1 24 | 35.0% | -7.9% |
资本支出强度PATHSFIX
| Q4 25 | 0.8% | 1.6% | ||
| Q3 25 | 0.0% | 1.4% | ||
| Q2 25 | 3.6% | 1.4% | ||
| Q1 25 | 1.7% | 1.0% | ||
| Q4 24 | 1.4% | 1.4% | ||
| Q3 24 | 0.4% | 1.2% | ||
| Q2 24 | 0.4% | 0.9% | ||
| Q1 24 | 0.9% | 1.1% |
现金转化率PATHSFIX
| Q4 25 | 0.14× | — | ||
| Q3 25 | 26.25× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 2.82× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 4.29× | — |
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
PATH
| Subscription Services | $247.6M | 60% |
| License | $150.0M | 36% |
| Professional Services And Other | $13.5M | 3% |
SFIX
暂无分部数据
