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PROCORE TECHNOLOGIES, INC.（PCOR）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
PROCORE TECHNOLOGIES, INC.的季度营收约是Stitch Fix, Inc.的1.0倍（$349.1M vs $342.1M），Stitch Fix, Inc.净利率更高（-1.9% vs -10.8%，领先8.9%），PROCORE TECHNOLOGIES, INC.同比增速更快（15.6% vs 7.3%），PROCORE TECHNOLOGIES, INC.自由现金流更多（$109.2M vs $5.6M），过去两年PROCORE TECHNOLOGIES, INC.的营收复合增速更高（13.8% vs 1.8%）
Procore Technologies是2002年成立的美国建筑管理软件即服务（SaaS）企业，总部位于加利福尼亚州卡平特里亚。公司打造的全球平台可连接建筑行业从业者，支持搭建简化工作流，统一展现建筑项目信息，覆盖任务追踪、项目流程管理、日程排期等核心功能。
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。
PCOR vs SFIX — 直观对比
营收规模更大
PCOR
是对方的1.0倍
$342.1M
营收增速更快
PCOR
高出8.3%
7.3%
净利率更高
SFIX
高出8.9%
-10.8%
自由现金流更多
PCOR
多$103.7M
$5.6M
两年增速更快
PCOR
近两年复合增速
1.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $349.1M | $342.1M |
| 净利润 | $-37.6M | $-6.4M |
| 毛利率 | 80.1% | 43.6% |
| 营业利润率 | -12.3% | -2.5% |
| 净利率 | -10.8% | -1.9% |
| 营收同比 | 15.6% | 7.3% |
| 净利润同比 | 39.6% | -1.7% |
| 每股收益（稀释后） | $-0.25 | $-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PCORSFIX
| Q4 25 | $349.1M | $342.1M | ||
| Q3 25 | $338.9M | $311.2M | ||
| Q2 25 | $323.9M | $325.0M | ||
| Q1 25 | $310.6M | $312.1M | ||
| Q4 24 | $302.0M | $318.8M | ||
| Q3 24 | $295.9M | $319.6M | ||
| Q2 24 | $284.3M | $322.7M | ||
| Q1 24 | $269.4M | $330.4M |
净利润PCORSFIX
| Q4 25 | $-37.6M | $-6.4M | ||
| Q3 25 | $-9.1M | $-8.6M | ||
| Q2 25 | $-21.1M | $-7.4M | ||
| Q1 25 | $-33.0M | $-6.5M | ||
| Q4 24 | $-62.3M | $-6.3M | ||
| Q3 24 | $-26.4M | $-36.5M | ||
| Q2 24 | $-6.3M | $-21.3M | ||
| Q1 24 | $-11.0M | $-35.5M |
毛利率PCORSFIX
| Q4 25 | 80.1% | 43.6% | ||
| Q3 25 | 79.7% | 43.6% | ||
| Q2 25 | 79.1% | 44.2% | ||
| Q1 25 | 79.1% | 44.5% | ||
| Q4 24 | 81.2% | 45.4% | ||
| Q3 24 | 81.4% | 44.6% | ||
| Q2 24 | 83.1% | 45.5% | ||
| Q1 24 | 83.0% | 43.4% |
营业利润率PCORSFIX
| Q4 25 | -12.3% | -2.5% | ||
| Q3 25 | -4.4% | -3.6% | ||
| Q2 25 | -9.3% | -3.0% | ||
| Q1 25 | -11.7% | -2.9% | ||
| Q4 24 | -21.9% | -2.8% | ||
| Q3 24 | -12.3% | -13.1% | ||
| Q2 24 | -5.2% | -7.7% | ||
| Q1 24 | -7.0% | -11.5% |
净利率PCORSFIX
| Q4 25 | -10.8% | -1.9% | ||
| Q3 25 | -2.7% | -2.8% | ||
| Q2 25 | -6.5% | -2.3% | ||
| Q1 25 | -10.6% | -2.1% | ||
| Q4 24 | -20.6% | -2.0% | ||
| Q3 24 | -8.9% | -11.4% | ||
| Q2 24 | -2.2% | -6.6% | ||
| Q1 24 | -4.1% | -10.8% |
每股收益（稀释后）PCORSFIX
| Q4 25 | $-0.25 | $-0.05 | ||
| Q3 25 | $-0.06 | $-0.06 | ||
| Q2 25 | $-0.14 | $-0.06 | ||
| Q1 25 | $-0.22 | $-0.05 | ||
| Q4 24 | $-0.42 | $-0.05 | ||
| Q3 24 | $-0.18 | $-0.29 | ||
| Q2 24 | $-0.04 | $-0.18 | ||
| Q1 24 | $-0.08 | $-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 | $768.5M | $244.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.3B | $204.1M |
| 总资产 | $2.2B | $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PCORSFIX
| Q4 25 | $768.5M | $244.2M | ||
| Q3 25 | $684.0M | $234.9M | ||
| Q2 25 | $620.9M | $234.2M | ||
| Q1 25 | $566.7M | $219.1M | ||
| Q4 24 | $775.4M | $253.3M | ||
| Q3 24 | $756.9M | $247.0M | ||
| Q2 24 | $735.4M | $244.5M | ||
| Q1 24 | $744.6M | $229.8M |
股东权益PCORSFIX
| Q4 25 | $1.3B | $204.1M | ||
| Q3 25 | $1.2B | $203.0M | ||
| Q2 25 | $1.2B | $200.4M | ||
| Q1 25 | $1.2B | $197.8M | ||
| Q4 24 | $1.3B | $190.5M | ||
| Q3 24 | $1.3B | $187.0M | ||
| Q2 24 | $1.3B | $208.9M | ||
| Q1 24 | $1.2B | $213.3M |
总资产PCORSFIX
| Q4 25 | $2.2B | $530.7M | ||
| Q3 25 | $2.1B | $480.6M | ||
| Q2 25 | $2.0B | $484.7M | ||
| Q1 25 | $1.9B | $472.6M | ||
| Q4 24 | $2.1B | $507.1M | ||
| Q3 24 | $2.0B | $486.9M | ||
| Q2 24 | $2.0B | $537.0M | ||
| Q1 24 | $1.9B | $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 | $114.9M | $10.9M |
| 自由现金流经营现金流 - 资本支出 | $109.2M | $5.6M |
| 自由现金流率自由现金流/营收 | 31.3% | 1.6% |
| 资本支出强度资本支出/营收 | 1.6% | 1.6% |
| 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 | $282.2M | $4.9M |
8季度趋势，按日历期对齐
经营现金流PCORSFIX
| Q4 25 | $114.9M | $10.9M | ||
| Q3 25 | $88.5M | $7.0M | ||
| Q2 25 | $30.8M | $20.5M | ||
| Q1 25 | $66.0M | $-16.2M | ||
| Q4 24 | $29.1M | $14.3M | ||
| Q3 24 | $39.3M | $8.2M | ||
| Q2 24 | $58.7M | $21.7M | ||
| Q1 24 | $69.1M | $-22.3M |
自由现金流PCORSFIX
| Q4 25 | $109.2M | $5.6M | ||
| Q3 25 | $83.1M | $2.8M | ||
| Q2 25 | $27.9M | $16.0M | ||
| Q1 25 | $62.0M | $-19.4M | ||
| Q4 24 | $17.4M | $9.9M | ||
| Q3 24 | $35.7M | $4.5M | ||
| Q2 24 | $56.8M | $18.9M | ||
| Q1 24 | $67.1M | $-26.1M |
自由现金流率PCORSFIX
| Q4 25 | 31.3% | 1.6% | ||
| Q3 25 | 24.5% | 0.9% | ||
| Q2 25 | 8.6% | 4.9% | ||
| Q1 25 | 20.0% | -6.2% | ||
| Q4 24 | 5.8% | 3.1% | ||
| Q3 24 | 12.1% | 1.4% | ||
| Q2 24 | 20.0% | 5.9% | ||
| Q1 24 | 24.9% | -7.9% |
资本支出强度PCORSFIX
| Q4 25 | 1.6% | 1.6% | ||
| Q3 25 | 1.6% | 1.4% | ||
| Q2 25 | 0.9% | 1.4% | ||
| Q1 25 | 1.3% | 1.0% | ||
| Q4 24 | 3.9% | 1.4% | ||
| Q3 24 | 1.2% | 1.2% | ||
| Q2 24 | 0.7% | 0.9% | ||
| Q1 24 | 0.8% | 1.1% |
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
PCOR
| US | $298.3M | 85% |
| Non Us | $50.9M | 15% |
SFIX
暂无分部数据
