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Pacira BioSciences, Inc.(PCRX)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Pacira BioSciences, Inc.的1.9倍($342.1M vs $177.4M),Pacira BioSciences, Inc.净利率更高(1.6% vs -1.9%,领先3.5%),Stitch Fix, Inc.同比增速更快(7.3% vs 5.0%),过去两年Stitch Fix, Inc.的营收复合增速更高(1.8% vs -0.2%)
Pacira BioSciences是一家专科制药企业,专注于非阿片类疼痛管理药物的研发与商业化,核心产品线面向术后镇痛场景,服务以美国为主的医院、门诊手术中心等医疗服务机构,同时推进部分国际市场的拓展工作。
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。
PCRX vs SFIX — 直观对比
营收规模更大
SFIX
是对方的1.9倍
$177.4M
营收增速更快
SFIX
高出2.3%
5.0%
净利率更高
PCRX
高出3.5%
-1.9%
两年增速更快
SFIX
近两年复合增速
-0.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $177.4M | $342.1M |
| 净利润 | $2.9M | $-6.4M |
| 毛利率 | — | 43.6% |
| 营业利润率 | 3.9% | -2.5% |
| 净利率 | 1.6% | -1.9% |
| 营收同比 | 5.0% | 7.3% |
| 净利润同比 | — | -1.7% |
| 每股收益(稀释后) | $0.07 | $-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
PCRX
SFIX
| Q1 26 | $177.4M | — | ||
| Q4 25 | $196.9M | $342.1M | ||
| Q3 25 | $179.5M | $311.2M | ||
| Q2 25 | $181.1M | $325.0M | ||
| Q1 25 | $168.9M | $312.1M | ||
| Q4 24 | $187.3M | $318.8M | ||
| Q3 24 | $168.6M | $319.6M | ||
| Q2 24 | $178.0M | $322.7M |
净利润
PCRX
SFIX
| Q1 26 | $2.9M | — | ||
| Q4 25 | — | $-6.4M | ||
| Q3 25 | $5.4M | $-8.6M | ||
| Q2 25 | $-4.8M | $-7.4M | ||
| Q1 25 | $4.8M | $-6.5M | ||
| Q4 24 | — | $-6.3M | ||
| Q3 24 | $-143.5M | $-36.5M | ||
| Q2 24 | $18.9M | $-21.3M |
毛利率
PCRX
SFIX
| Q1 26 | — | — | ||
| Q4 25 | 79.5% | 43.6% | ||
| Q3 25 | 80.9% | 43.6% | ||
| Q2 25 | 77.4% | 44.2% | ||
| Q1 25 | 79.7% | 44.5% | ||
| Q4 24 | 78.7% | 45.4% | ||
| Q3 24 | 76.9% | 44.6% | ||
| Q2 24 | 75.1% | 45.5% |
营业利润率
PCRX
SFIX
| Q1 26 | 3.9% | — | ||
| Q4 25 | 1.2% | -2.5% | ||
| Q3 25 | 3.5% | -3.6% | ||
| Q2 25 | 4.7% | -3.0% | ||
| Q1 25 | 1.2% | -2.9% | ||
| Q4 24 | 13.2% | -2.8% | ||
| Q3 24 | -82.8% | -13.1% | ||
| Q2 24 | 15.9% | -7.7% |
净利率
PCRX
SFIX
| Q1 26 | 1.6% | — | ||
| Q4 25 | — | -1.9% | ||
| Q3 25 | 3.0% | -2.8% | ||
| Q2 25 | -2.7% | -2.3% | ||
| Q1 25 | 2.8% | -2.1% | ||
| Q4 24 | — | -2.0% | ||
| Q3 24 | -85.1% | -11.4% | ||
| Q2 24 | 10.6% | -6.6% |
每股收益(稀释后)
PCRX
SFIX
| Q1 26 | $0.07 | — | ||
| Q4 25 | $0.05 | $-0.05 | ||
| Q3 25 | $0.12 | $-0.06 | ||
| Q2 25 | $-0.11 | $-0.06 | ||
| Q1 25 | $0.10 | $-0.05 | ||
| Q4 24 | $0.38 | $-0.05 | ||
| Q3 24 | $-3.11 | $-0.29 | ||
| Q2 24 | $0.39 | $-0.18 |
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 | $144.3M | $244.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $653.9M | $204.1M |
| 总资产 | $1.2B | $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
PCRX
SFIX
| Q1 26 | $144.3M | — | ||
| Q4 25 | $238.4M | $244.2M | ||
| Q3 25 | $246.3M | $234.9M | ||
| Q2 25 | $445.9M | $234.2M | ||
| Q1 25 | $493.6M | $219.1M | ||
| Q4 24 | $484.6M | $253.3M | ||
| Q3 24 | $453.8M | $247.0M | ||
| Q2 24 | $404.2M | $244.5M |
总债务
PCRX
SFIX
| Q1 26 | — | — | ||
| Q4 25 | $372.2M | — | ||
| Q3 25 | $376.7M | — | ||
| Q2 25 | $580.5M | — | ||
| Q1 25 | $583.4M | — | ||
| Q4 24 | $585.3M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
PCRX
SFIX
| Q1 26 | $653.9M | — | ||
| Q4 25 | $693.1M | $204.1M | ||
| Q3 25 | $727.2M | $203.0M | ||
| Q2 25 | $757.8M | $200.4M | ||
| Q1 25 | $798.5M | $197.8M | ||
| Q4 24 | $778.3M | $190.5M | ||
| Q3 24 | $749.6M | $187.0M | ||
| Q2 24 | $879.3M | $208.9M |
总资产
PCRX
SFIX
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.3B | $530.7M | ||
| Q3 25 | $1.3B | $480.6M | ||
| Q2 25 | $1.5B | $484.7M | ||
| Q1 25 | $1.6B | $472.6M | ||
| Q4 24 | $1.6B | $507.1M | ||
| Q3 24 | $1.5B | $486.9M | ||
| Q2 24 | $1.6B | $537.0M |
负债/权益比
PCRX
SFIX
| Q1 26 | — | — | ||
| Q4 25 | 0.54× | — | ||
| Q3 25 | 0.52× | — | ||
| Q2 25 | 0.77× | — | ||
| Q1 25 | 0.73× | — | ||
| Q4 24 | 0.75× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — | $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 | — | — |
| 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
PCRX
SFIX
| Q1 26 | — | — | ||
| Q4 25 | $43.7M | $10.9M | ||
| Q3 25 | $60.8M | $7.0M | ||
| Q2 25 | $12.0M | $20.5M | ||
| Q1 25 | $35.5M | $-16.2M | ||
| Q4 24 | $33.1M | $14.3M | ||
| Q3 24 | $53.9M | $8.2M | ||
| Q2 24 | $53.2M | $21.7M |
自由现金流
PCRX
SFIX
| Q1 26 | — | — | ||
| Q4 25 | $43.5M | $5.6M | ||
| Q3 25 | $57.0M | $2.8M | ||
| Q2 25 | $9.3M | $16.0M | ||
| Q1 25 | $26.9M | $-19.4M | ||
| Q4 24 | $31.0M | $9.9M | ||
| Q3 24 | $49.8M | $4.5M | ||
| Q2 24 | $51.6M | $18.9M |
自由现金流率
PCRX
SFIX
| Q1 26 | — | — | ||
| Q4 25 | 22.1% | 1.6% | ||
| Q3 25 | 31.7% | 0.9% | ||
| Q2 25 | 5.1% | 4.9% | ||
| Q1 25 | 15.9% | -6.2% | ||
| Q4 24 | 16.6% | 3.1% | ||
| Q3 24 | 29.6% | 1.4% | ||
| Q2 24 | 29.0% | 5.9% |
资本支出强度
PCRX
SFIX
| Q1 26 | — | — | ||
| Q4 25 | 0.1% | 1.6% | ||
| Q3 25 | 2.2% | 1.4% | ||
| Q2 25 | 1.5% | 1.4% | ||
| Q1 25 | 5.1% | 1.0% | ||
| Q4 24 | 1.1% | 1.4% | ||
| Q3 24 | 2.4% | 1.2% | ||
| Q2 24 | 0.9% | 0.9% |
现金转化率
PCRX
SFIX
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 11.20× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 7.37× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 2.82× | — |
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
PCRX
| EXPAREL | $143.3M | 81% |
| ZILRETTA | $26.8M | 15% |
| iovera° | $6.2M | 3% |
| Bupivacaine liposome injectable suspension | $1.2M | 1% |
SFIX
暂无分部数据