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PINTEREST, INC.（PINS）与STIFEL FINANCIAL CORP（SF）财务数据对比。点击上方公司名可切换其他公司
STIFEL FINANCIAL CORP的季度营收约是PINTEREST, INC.的1.7倍（$1.7B vs $1.0B），STIFEL FINANCIAL CORP净利率更高（15.1% vs -7.3%，领先22.4%），PINTEREST, INC.同比增速更快（17.8% vs 17.7%），过去两年STIFEL FINANCIAL CORP的营收复合增速更高（44.4% vs 8.6%）
Pinterest是美国社交媒体服务商，主打数字图板形式的信息发布与发现功能，用户可通过图片分享获取食谱、家居、穿搭、创意灵感等多元内容。公司由本·西尔伯曼、保罗·夏拉、埃文·夏普联合创立，总部位于旧金山。
司迪富金融是美国跨国独立投资银行及金融服务提供商，总部位于密苏里州圣路易斯市中心。其历史可追溯至1890年成立的Altheimer & Rawlings投资公司，1983年正式以Stifel为名成立，1986年11月24日在纽约证券交易所挂牌上市，为全球客户提供多元化金融服务。
PINS vs SF — 直观对比
营收规模更大
SF
是对方的1.7倍
$1.0B
营收增速更快
PINS
高出0.1%
17.7%
净利率更高
SF
高出22.4%
-7.3%
两年增速更快
SF
近两年复合增速
8.6%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $1.7B |
| 净利润 | $-73.6M | $251.4M |
| 毛利率 | 76.3% | — |
| 营业利润率 | -8.0% | 30.8% |
| 净利率 | -7.3% | 15.1% |
| 营收同比 | 17.8% | 17.7% |
| 净利润同比 | — | 374.4% |
| 每股收益（稀释后） | $-0.12 | $1.48 |
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PINSSF
| Q1 26 | $1.0B | $1.7B | ||
| Q4 25 | $1.3B | $1.1B | ||
| Q3 25 | $1.0B | $962.6M | ||
| Q2 25 | $998.2M | $838.9M | ||
| Q1 25 | $855.0M | $842.5M | ||
| Q4 24 | $1.2B | $916.0M | ||
| Q3 24 | $898.4M | $810.9M | ||
| Q2 24 | $853.7M | $798.9M |
净利润PINSSF
| Q1 26 | $-73.6M | $251.4M | ||
| Q4 25 | $277.1M | $264.4M | ||
| Q3 25 | $92.1M | $211.4M | ||
| Q2 25 | $38.8M | $155.1M | ||
| Q1 25 | $8.9M | $53.0M | ||
| Q4 24 | $1.8B | $244.0M | ||
| Q3 24 | $30.6M | $158.5M | ||
| Q2 24 | $8.9M | $165.3M |
毛利率PINSSF
| Q1 26 | 76.3% | — | ||
| Q4 25 | 82.8% | — | ||
| Q3 25 | 79.8% | — | ||
| Q2 25 | 79.7% | — | ||
| Q1 25 | 76.7% | — | ||
| Q4 24 | 82.9% | — | ||
| Q3 24 | 79.1% | — | ||
| Q2 24 | 78.3% | — |
营业利润率PINSSF
| Q1 26 | -8.0% | 30.8% | ||
| Q4 25 | 22.8% | 27.3% | ||
| Q3 25 | 5.6% | 29.7% | ||
| Q2 25 | -0.4% | 25.5% | ||
| Q1 25 | -4.1% | 7.5% | ||
| Q4 24 | 22.7% | 29.1% | ||
| Q3 24 | -0.7% | 26.7% | ||
| Q2 24 | -2.5% | 28.4% |
净利率PINSSF
| Q1 26 | -7.3% | 15.1% | ||
| Q4 25 | 21.0% | 23.5% | ||
| Q3 25 | 8.8% | 22.0% | ||
| Q2 25 | 3.9% | 18.5% | ||
| Q1 25 | 1.0% | 6.3% | ||
| Q4 24 | 160.1% | 26.6% | ||
| Q3 24 | 3.4% | 19.5% | ||
| Q2 24 | 1.0% | 20.7% |
每股收益（稀释后）PINSSF
| Q1 26 | $-0.12 | $1.48 | ||
| Q4 25 | $0.41 | $2.30 | ||
| Q3 25 | $0.13 | $1.84 | ||
| Q2 25 | $0.06 | $1.34 | ||
| Q1 25 | $0.01 | $0.39 | ||
| Q4 24 | $2.66 | $2.10 | ||
| Q3 24 | $0.04 | $1.34 | ||
| Q2 24 | $0.01 | $1.41 |
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 | $378.1M | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.9B | $332.3M |
| 总资产 | $4.6B | $42.9B |
| 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PINSSF
| Q1 26 | $378.1M | — | ||
| Q4 25 | $969.3M | $2.3B | ||
| Q3 25 | $1.1B | $3.2B | ||
| Q2 25 | $1.2B | $1.9B | ||
| Q1 25 | $1.3B | $2.7B | ||
| Q4 24 | $1.1B | $2.6B | ||
| Q3 24 | $1.0B | $1.9B | ||
| Q2 24 | $1.4B | $2.6B |
总债务PINSSF
| Q1 26 | — | — | ||
| Q4 25 | — | $617.4M | ||
| Q3 25 | — | $617.2M | ||
| Q2 25 | — | $617.0M | ||
| Q1 25 | — | $616.8M | ||
| Q4 24 | — | $616.6M | ||
| Q3 24 | — | $616.4M | ||
| Q2 24 | — | $1.1B |
股东权益PINSSF
| Q1 26 | $2.9B | $332.3M | ||
| Q4 25 | $4.7B | $6.0B | ||
| Q3 25 | $4.8B | $5.8B | ||
| Q2 25 | $4.8B | $5.6B | ||
| Q1 25 | $4.7B | $5.5B | ||
| Q4 24 | $4.8B | $5.7B | ||
| Q3 24 | $2.9B | $5.6B | ||
| Q2 24 | $3.2B | $5.4B |
总资产PINSSF
| Q1 26 | $4.6B | $42.9B | ||
| Q4 25 | $5.5B | $41.3B | ||
| Q3 25 | $5.5B | $41.7B | ||
| Q2 25 | $5.4B | $39.9B | ||
| Q1 25 | $5.3B | $40.4B | ||
| Q4 24 | $5.3B | $39.9B | ||
| Q3 24 | $3.5B | $38.9B | ||
| Q2 24 | $3.7B | $37.8B |
负债/权益比PINSSF
| Q1 26 | — | — | ||
| Q4 25 | — | 0.10× | ||
| Q3 25 | — | 0.11× | ||
| Q2 25 | — | 0.11× | ||
| Q1 25 | — | 0.11× | ||
| Q4 24 | — | 0.11× | ||
| Q3 24 | — | 0.11× | ||
| Q2 24 | — | 0.21× |
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 | $328.0M | — |
| 自由现金流经营现金流 - 资本支出 | $311.7M | — |
| 自由现金流率自由现金流/营收 | 30.9% | — |
| 资本支出强度资本支出/营收 | — | — |
| 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 | $1.2B | — |
8季度趋势，按日历期对齐
经营现金流PINSSF
| Q1 26 | $328.0M | — | ||
| Q4 25 | $391.2M | $382.4M | ||
| Q3 25 | $321.7M | $338.3M | ||
| Q2 25 | $207.7M | $607.5M | ||
| Q1 25 | $363.7M | $-211.2M | ||
| Q4 24 | $254.0M | $694.6M | ||
| Q3 24 | $248.0M | $198.3M | ||
| Q2 24 | $106.4M | $207.2M |
自由现金流PINSSF
| Q1 26 | $311.7M | — | ||
| Q4 25 | $380.4M | $369.0M | ||
| Q3 25 | $318.4M | $321.1M | ||
| Q2 25 | $196.7M | $592.7M | ||
| Q1 25 | $356.4M | $-227.8M | ||
| Q4 24 | $250.2M | $677.2M | ||
| Q3 24 | $244.1M | $185.6M | ||
| Q2 24 | $101.6M | $173.3M |
自由现金流率PINSSF
| Q1 26 | 30.9% | — | ||
| Q4 25 | 28.8% | 32.7% | ||
| Q3 25 | 30.3% | 33.4% | ||
| Q2 25 | 19.7% | 70.6% | ||
| Q1 25 | 41.7% | -27.0% | ||
| Q4 24 | 21.7% | 73.9% | ||
| Q3 24 | 27.2% | 22.9% | ||
| Q2 24 | 11.9% | 21.7% |
资本支出强度PINSSF
| Q1 26 | — | — | ||
| Q4 25 | 0.8% | 1.2% | ||
| Q3 25 | 0.3% | 1.8% | ||
| Q2 25 | 1.1% | 1.8% | ||
| Q1 25 | 0.9% | 2.0% | ||
| Q4 24 | 0.3% | 1.9% | ||
| Q3 24 | 0.4% | 1.6% | ||
| Q2 24 | 0.6% | 4.2% |
现金转化率PINSSF
| Q1 26 | — | — | ||
| Q4 25 | 1.41× | 1.45× | ||
| Q3 25 | 3.49× | 1.60× | ||
| Q2 25 | 5.36× | 3.92× | ||
| Q1 25 | 40.77× | -3.99× | ||
| Q4 24 | 0.14× | 2.85× | ||
| Q3 24 | 8.12× | 1.25× | ||
| Q2 24 | 11.98× | 1.25× |
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
PINS
暂无分部数据
SF
| Other | $506.7M | 30% |
| Asset management | $459.5M | 28% |
| Investment banking | $341.4M | 20% |
| Commissions | $207.8M | 12% |
| Principal transactions | $150.2M | 9% |
