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Real Brokerage Inc（REAX）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
Real Brokerage Inc的季度营收约是Stitch Fix, Inc.的1.7倍（$568.5M vs $342.1M），Real Brokerage Inc净利率更高（-0.1% vs -1.9%，领先1.8%），Real Brokerage Inc同比增速更快（52.6% vs 7.3%），Real Brokerage Inc自由现金流更多（$8.4M vs $5.6M）
该企业是美国房产服务企业，主营房产经纪业务运营与品牌特许经营，业务覆盖房产中介、 relocation服务、产权服务、保险及结算服务，旗下拥有Better Homes and Gardens Real Estate、21世纪不动产、Coldwell Banker、Corcoran Group、ERA房地产以及苏富比国际地产等多个知名品牌，2026年被Compass, Inc.收购。
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。
REAX vs SFIX — 直观对比
营收规模更大
REAX
是对方的1.7倍
$342.1M
营收增速更快
REAX
高出45.3%
7.3%
净利率更高
REAX
高出1.8%
-1.9%
自由现金流更多
REAX
多$2.8M
$5.6M
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $568.5M | $342.1M |
| 净利润 | $-447.0K | $-6.4M |
| 毛利率 | 7.9% | 43.6% |
| 营业利润率 | -0.1% | -2.5% |
| 净利率 | -0.1% | -1.9% |
| 营收同比 | 52.6% | 7.3% |
| 净利润同比 | 82.7% | -1.7% |
| 每股收益（稀释后） | $0.00 | $-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REAXSFIX
| Q4 25 | — | $342.1M | ||
| Q3 25 | $568.5M | $311.2M | ||
| Q2 25 | $540.7M | $325.0M | ||
| Q1 25 | $354.0M | $312.1M | ||
| Q4 24 | — | $318.8M | ||
| Q3 24 | $372.5M | $319.6M | ||
| Q2 24 | — | $322.7M | ||
| Q1 24 | $200.7M | $330.4M |
净利润REAXSFIX
| Q4 25 | — | $-6.4M | ||
| Q3 25 | $-447.0K | $-8.6M | ||
| Q2 25 | $1.5M | $-7.4M | ||
| Q1 25 | $-5.0M | $-6.5M | ||
| Q4 24 | — | $-6.3M | ||
| Q3 24 | $-2.6M | $-36.5M | ||
| Q2 24 | — | $-21.3M | ||
| Q1 24 | $-16.1M | $-35.5M |
毛利率REAXSFIX
| Q4 25 | — | 43.6% | ||
| Q3 25 | 7.9% | 43.6% | ||
| Q2 25 | 8.9% | 44.2% | ||
| Q1 25 | 9.6% | 44.5% | ||
| Q4 24 | — | 45.4% | ||
| Q3 24 | 8.6% | 44.6% | ||
| Q2 24 | — | 45.5% | ||
| Q1 24 | 10.3% | 43.4% |
营业利润率REAXSFIX
| Q4 25 | — | -2.5% | ||
| Q3 25 | -0.1% | -3.6% | ||
| Q2 25 | 0.3% | -3.0% | ||
| Q1 25 | -1.5% | -2.9% | ||
| Q4 24 | — | -2.8% | ||
| Q3 24 | -0.7% | -13.1% | ||
| Q2 24 | — | -7.7% | ||
| Q1 24 | -7.8% | -11.5% |
净利率REAXSFIX
| Q4 25 | — | -1.9% | ||
| Q3 25 | -0.1% | -2.8% | ||
| Q2 25 | 0.3% | -2.3% | ||
| Q1 25 | -1.4% | -2.1% | ||
| Q4 24 | — | -2.0% | ||
| Q3 24 | -0.7% | -11.4% | ||
| Q2 24 | — | -6.6% | ||
| Q1 24 | -8.0% | -10.8% |
每股收益（稀释后）REAXSFIX
| Q4 25 | — | $-0.05 | ||
| Q3 25 | $0.00 | $-0.06 | ||
| Q2 25 | $0.01 | $-0.06 | ||
| Q1 25 | $-0.02 | $-0.05 | ||
| Q4 24 | — | $-0.05 | ||
| Q3 24 | $-0.01 | $-0.29 | ||
| Q2 24 | — | $-0.18 | ||
| Q1 24 | $-0.09 | $-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 | $38.7M | $244.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $53.6M | $204.1M |
| 总资产 | $145.2M | $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REAXSFIX
| Q4 25 | — | $244.2M | ||
| Q3 25 | $38.7M | $234.9M | ||
| Q2 25 | $49.7M | $234.2M | ||
| Q1 25 | $24.7M | $219.1M | ||
| Q4 24 | — | $253.3M | ||
| Q3 24 | $22.6M | $247.0M | ||
| Q2 24 | — | $244.5M | ||
| Q1 24 | $20.1M | $229.8M |
股东权益REAXSFIX
| Q4 25 | — | $204.1M | ||
| Q3 25 | $53.6M | $203.0M | ||
| Q2 25 | $49.2M | $200.4M | ||
| Q1 25 | $32.8M | $197.8M | ||
| Q4 24 | — | $190.5M | ||
| Q3 24 | $29.8M | $187.0M | ||
| Q2 24 | — | $208.9M | ||
| Q1 24 | $25.6M | $213.3M |
总资产REAXSFIX
| Q4 25 | — | $530.7M | ||
| Q3 25 | $145.2M | $480.6M | ||
| Q2 25 | $149.4M | $484.7M | ||
| Q1 25 | $100.5M | $472.6M | ||
| Q4 24 | — | $507.1M | ||
| Q3 24 | $102.5M | $486.9M | ||
| Q2 24 | — | $537.0M | ||
| Q1 24 | — | $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 | $8.8M | $10.9M |
| 自由现金流经营现金流 - 资本支出 | $8.4M | $5.6M |
| 自由现金流率自由现金流/营收 | 1.5% | 1.6% |
| 资本支出强度资本支出/营收 | 0.1% | 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 | $71.7M | $4.9M |
8季度趋势，按日历期对齐
经营现金流REAXSFIX
| Q4 25 | — | $10.9M | ||
| Q3 25 | $8.8M | $7.0M | ||
| Q2 25 | $41.0M | $20.5M | ||
| Q1 25 | $15.9M | $-16.2M | ||
| Q4 24 | — | $14.3M | ||
| Q3 24 | $7.2M | $8.2M | ||
| Q2 24 | — | $21.7M | ||
| Q1 24 | $21.5M | $-22.3M |
自由现金流REAXSFIX
| Q4 25 | — | $5.6M | ||
| Q3 25 | $8.4M | $2.8M | ||
| Q2 25 | $40.8M | $16.0M | ||
| Q1 25 | $15.7M | $-19.4M | ||
| Q4 24 | — | $9.9M | ||
| Q3 24 | $6.8M | $4.5M | ||
| Q2 24 | — | $18.9M | ||
| Q1 24 | $21.4M | $-26.1M |
自由现金流率REAXSFIX
| Q4 25 | — | 1.6% | ||
| Q3 25 | 1.5% | 0.9% | ||
| Q2 25 | 7.5% | 4.9% | ||
| Q1 25 | 4.4% | -6.2% | ||
| Q4 24 | — | 3.1% | ||
| Q3 24 | 1.8% | 1.4% | ||
| Q2 24 | — | 5.9% | ||
| Q1 24 | 10.7% | -7.9% |
资本支出强度REAXSFIX
| Q4 25 | — | 1.6% | ||
| Q3 25 | 0.1% | 1.4% | ||
| Q2 25 | 0.0% | 1.4% | ||
| Q1 25 | 0.1% | 1.0% | ||
| Q4 24 | — | 1.4% | ||
| Q3 24 | 0.1% | 1.2% | ||
| Q2 24 | — | 0.9% | ||
| Q1 24 | 0.0% | 1.1% |
现金转化率REAXSFIX
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 27.13× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
