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PIPER SANDLER COMPANIES（PIPR）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PIPER SANDLER COMPANIES的1.7倍（$1.1B vs $667.0M），STIFEL FINANCIAL CORP净利率更高（23.5% vs 17.1%，领先6.4%），PIPER SANDLER COMPANIES同比增速更快（37.4% vs 23.0%），过去两年PIPER SANDLER COMPANIES的营收复合增速更高（39.2% vs 21.1%）
Piper Sandler是一家美国跨国投资银行及金融服务提供商，核心业务覆盖并购重组、财务重整、公开募股、公共财政、机构经纪、投资管理、证券研究等领域，通过旗下核心子公司Piper Sandler & Co.为企业、机构投资者及公共组织提供专业金融服务。
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。
PIPR vs SF — 直观对比
营收规模更大
SF
是对方的1.7倍
$667.0M
营收增速更快
PIPR
高出14.4%
23.0%
净利率更高
SF
高出6.4%
17.1%
两年增速更快
PIPR
近两年复合增速
21.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $667.0M | $1.1B |
| 净利润 | $114.0M | $264.4M |
| 毛利率 | — | — |
| 营业利润率 | 28.3% | 27.3% |
| 净利率 | 17.1% | 23.5% |
| 营收同比 | 37.4% | 23.0% |
| 净利润同比 | 65.0% | 8.3% |
| 每股收益（稀释后） | $6.41 | $2.30 |
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PIPRSF
| Q4 25 | $667.0M | $1.1B | ||
| Q3 25 | $480.1M | $962.6M | ||
| Q2 25 | $398.6M | $838.9M | ||
| Q1 25 | $358.6M | $842.5M | ||
| Q4 24 | $485.4M | $916.0M | ||
| Q3 24 | $360.9M | $810.9M | ||
| Q2 24 | $340.8M | $798.9M | ||
| Q1 24 | $344.4M | $768.1M |
净利润PIPRSF
| Q4 25 | $114.0M | $264.4M | ||
| Q3 25 | $60.3M | $211.4M | ||
| Q2 25 | $42.2M | $155.1M | ||
| Q1 25 | $64.9M | $53.0M | ||
| Q4 24 | $69.1M | $244.0M | ||
| Q3 24 | $34.8M | $158.5M | ||
| Q2 24 | $34.8M | $165.3M | ||
| Q1 24 | $42.5M | $163.6M |
营业利润率PIPRSF
| Q4 25 | 28.3% | 27.3% | ||
| Q3 25 | 22.4% | 29.7% | ||
| Q2 25 | 12.3% | 25.5% | ||
| Q1 25 | 8.2% | 7.5% | ||
| Q4 24 | 16.9% | 29.1% | ||
| Q3 24 | 15.4% | 26.7% | ||
| Q2 24 | 8.3% | 28.4% | ||
| Q1 24 | 15.2% | 28.5% |
净利率PIPRSF
| Q4 25 | 17.1% | 23.5% | ||
| Q3 25 | 12.6% | 22.0% | ||
| Q2 25 | 10.6% | 18.5% | ||
| Q1 25 | 18.1% | 6.3% | ||
| Q4 24 | 14.2% | 26.6% | ||
| Q3 24 | 9.6% | 19.5% | ||
| Q2 24 | 10.2% | 20.7% | ||
| Q1 24 | 12.3% | 21.3% |
每股收益（稀释后）PIPRSF
| Q4 25 | $6.41 | $2.30 | ||
| Q3 25 | $3.38 | $1.84 | ||
| Q2 25 | $2.38 | $1.34 | ||
| Q1 25 | $3.65 | $0.39 | ||
| Q4 24 | $3.88 | $2.10 | ||
| Q3 24 | $1.96 | $1.34 | ||
| Q2 24 | $1.97 | $1.41 | ||
| Q1 24 | $2.43 | $1.40 |
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 | — | $2.3B |
| 总债务越低越好 | — | $617.4M |
| 股东权益账面价值 | $1.4B | $6.0B |
| 总资产 | $2.6B | $41.3B |
| 负债/权益比越低杠杆越低 | — | 0.10× |
8季度趋势，按日历期对齐
现金及短期投资PIPRSF
| Q4 25 | — | $2.3B | ||
| Q3 25 | — | $3.2B | ||
| Q2 25 | — | $1.9B | ||
| Q1 25 | — | $2.7B | ||
| Q4 24 | — | $2.6B | ||
| Q3 24 | — | $1.9B | ||
| Q2 24 | — | $2.6B | ||
| Q1 24 | — | $3.4B |
总债务PIPRSF
| 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 | ||
| Q1 24 | — | $1.1B |
股东权益PIPRSF
| Q4 25 | $1.4B | $6.0B | ||
| Q3 25 | $1.3B | $5.8B | ||
| Q2 25 | $1.2B | $5.6B | ||
| Q1 25 | $1.2B | $5.5B | ||
| Q4 24 | $1.2B | $5.7B | ||
| Q3 24 | $1.2B | $5.6B | ||
| Q2 24 | $1.1B | $5.4B | ||
| Q1 24 | $1.1B | $5.3B |
总资产PIPRSF
| Q4 25 | $2.6B | $41.3B | ||
| Q3 25 | $2.2B | $41.7B | ||
| Q2 25 | $2.0B | $39.9B | ||
| Q1 25 | $1.8B | $40.4B | ||
| Q4 24 | $2.3B | $39.9B | ||
| Q3 24 | $2.0B | $38.9B | ||
| Q2 24 | $1.9B | $37.8B | ||
| Q1 24 | $1.8B | $38.3B |
负债/权益比PIPRSF
| 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× | ||
| Q1 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 | $729.8M | $382.4M |
| 自由现金流经营现金流 - 资本支出 | — | $369.0M |
| 自由现金流率自由现金流/营收 | — | 32.7% |
| 资本支出强度资本支出/营收 | — | 1.2% |
| 现金转化率经营现金流/净利润 | 6.40× | 1.45× |
| 过去12个月自由现金流最近4个季度 | — | $1.1B |
8季度趋势，按日历期对齐
经营现金流PIPRSF
| Q4 25 | $729.8M | $382.4M | ||
| Q3 25 | $31.9M | $338.3M | ||
| Q2 25 | $32.1M | $607.5M | ||
| Q1 25 | $-207.2M | $-211.2M | ||
| Q4 24 | $163.8M | $694.6M | ||
| Q3 24 | $80.1M | $198.3M | ||
| Q2 24 | $266.5M | $207.2M | ||
| Q1 24 | $-197.2M | $-609.7M |
自由现金流PIPRSF
| Q4 25 | — | $369.0M | ||
| Q3 25 | — | $321.1M | ||
| Q2 25 | — | $592.7M | ||
| Q1 25 | — | $-227.8M | ||
| Q4 24 | — | $677.2M | ||
| Q3 24 | — | $185.6M | ||
| Q2 24 | — | $173.3M | ||
| Q1 24 | — | $-619.4M |
自由现金流率PIPRSF
| Q4 25 | — | 32.7% | ||
| Q3 25 | — | 33.4% | ||
| Q2 25 | — | 70.6% | ||
| Q1 25 | — | -27.0% | ||
| Q4 24 | — | 73.9% | ||
| Q3 24 | — | 22.9% | ||
| Q2 24 | — | 21.7% | ||
| Q1 24 | — | -80.6% |
资本支出强度PIPRSF
| Q4 25 | — | 1.2% | ||
| Q3 25 | — | 1.8% | ||
| Q2 25 | — | 1.8% | ||
| Q1 25 | — | 2.0% | ||
| Q4 24 | — | 1.9% | ||
| Q3 24 | — | 1.6% | ||
| Q2 24 | — | 4.2% | ||
| Q1 24 | — | 1.3% |
现金转化率PIPRSF
| Q4 25 | 6.40× | 1.45× | ||
| Q3 25 | 0.53× | 1.60× | ||
| Q2 25 | 0.76× | 3.92× | ||
| Q1 25 | -3.19× | -3.99× | ||
| Q4 24 | 2.37× | 2.85× | ||
| Q3 24 | 2.30× | 1.25× | ||
| Q2 24 | 7.66× | 1.25× | ||
| Q1 24 | -4.64× | -3.73× |
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
PIPR
| Advisory Services | $402.6M | 60% |
| Equities Financing | $66.7M | 10% |
| Equity Salesand Trading | $64.2M | 10% |
| Fixed Income Salesand Trading | $47.9M | 7% |
| Other | $46.7M | 7% |
| Debt Financing | $38.9M | 6% |
SF
暂无分部数据
