vs
Roper Technologies（ROP）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
Roper Technologies的季度营收约是STIFEL FINANCIAL CORP的1.9倍（$2.1B vs $1.1B），STIFEL FINANCIAL CORP净利率更高（23.5% vs 15.8%，领先7.7%），STIFEL FINANCIAL CORP同比增速更快（23.0% vs 11.3%），Roper Technologies自由现金流更多（$507.0M vs $369.0M），过去两年STIFEL FINANCIAL CORP的营收复合增速更高（21.1% vs 10.5%）
罗珀技术公司是一家专注于科技领域的控股企业，通过持有并运营多家不同细分赛道的科技公司，在科技产业投资与资产管理领域形成了成熟的业务体系，在全球相关市场具备较高的行业影响力。
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。
ROP vs SF — 直观对比
营收规模更大
ROP
是对方的1.9倍
$1.1B
营收增速更快
SF
高出11.7%
11.3%
净利率更高
SF
高出7.7%
15.8%
自由现金流更多
ROP
多$138.0M
$369.0M
两年增速更快
SF
近两年复合增速
10.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.1B | $1.1B |
| 净利润 | $331.0M | $264.4M |
| 毛利率 | 69.4% | — |
| 营业利润率 | 27.2% | 27.3% |
| 净利率 | 15.8% | 23.5% |
| 营收同比 | 11.3% | 23.0% |
| 净利润同比 | 842.6% | 8.3% |
| 每股收益（稀释后） | $4.87 | $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ROPSF
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $1.1B | ||
| Q3 25 | $2.0B | $962.6M | ||
| Q2 25 | $1.9B | $838.9M | ||
| Q1 25 | $1.9B | $842.5M | ||
| Q4 24 | $1.9B | $916.0M | ||
| Q3 24 | $1.8B | $810.9M | ||
| Q2 24 | $1.7B | $798.9M |
净利润ROPSF
| Q1 26 | $331.0M | — | ||
| Q4 25 | $428.4M | $264.4M | ||
| Q3 25 | $398.5M | $211.4M | ||
| Q2 25 | $378.3M | $155.1M | ||
| Q1 25 | $331.1M | $53.0M | ||
| Q4 24 | $462.3M | $244.0M | ||
| Q3 24 | $367.9M | $158.5M | ||
| Q2 24 | $337.1M | $165.3M |
毛利率ROPSF
| Q1 26 | 69.4% | — | ||
| Q4 25 | 69.5% | — | ||
| Q3 25 | 69.5% | — | ||
| Q2 25 | 69.2% | — | ||
| Q1 25 | 68.7% | — | ||
| Q4 24 | 68.3% | — | ||
| Q3 24 | 69.2% | — | ||
| Q2 24 | 69.5% | — |
营业利润率ROPSF
| Q1 26 | 27.2% | — | ||
| Q4 25 | 28.6% | 27.3% | ||
| Q3 25 | 28.4% | 29.7% | ||
| Q2 25 | 28.2% | 25.5% | ||
| Q1 25 | 27.9% | 7.5% | ||
| Q4 24 | 28.0% | 29.1% | ||
| Q3 24 | 28.1% | 26.7% | ||
| Q2 24 | 28.8% | 28.4% |
净利率ROPSF
| Q1 26 | 15.8% | — | ||
| Q4 25 | 20.8% | 23.5% | ||
| Q3 25 | 19.8% | 22.0% | ||
| Q2 25 | 19.5% | 18.5% | ||
| Q1 25 | 17.6% | 6.3% | ||
| Q4 24 | 24.6% | 26.6% | ||
| Q3 24 | 20.8% | 19.5% | ||
| Q2 24 | 19.6% | 20.7% |
每股收益（稀释后）ROPSF
| Q1 26 | $4.87 | — | ||
| Q4 25 | $3.97 | $2.30 | ||
| Q3 25 | $3.68 | $1.84 | ||
| Q2 25 | $3.49 | $1.34 | ||
| Q1 25 | $3.06 | $0.39 | ||
| Q4 24 | $4.29 | $2.10 | ||
| Q3 24 | $3.40 | $1.34 | ||
| Q2 24 | $3.12 | $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 | $382.9M | $2.3B |
| 总债务越低越好 | $9.7B | $617.4M |
| 股东权益账面价值 | $18.8B | $6.0B |
| 总资产 | $34.6B | $41.3B |
| 负债/权益比越低杠杆越低 | 0.52× | 0.10× |
8季度趋势，按日历期对齐
现金及短期投资ROPSF
| Q1 26 | $382.9M | — | ||
| Q4 25 | $297.4M | $2.3B | ||
| Q3 25 | $320.0M | $3.2B | ||
| Q2 25 | $242.4M | $1.9B | ||
| Q1 25 | $372.8M | $2.7B | ||
| Q4 24 | $188.2M | $2.6B | ||
| Q3 24 | $269.6M | $1.9B | ||
| Q2 24 | $251.5M | $2.6B |
总债务ROPSF
| Q1 26 | $9.7B | — | ||
| Q4 25 | $9.3B | $617.4M | ||
| Q3 25 | — | $617.2M | ||
| Q2 25 | — | $617.0M | ||
| Q1 25 | — | $616.8M | ||
| Q4 24 | $7.6B | $616.6M | ||
| Q3 24 | — | $616.4M | ||
| Q2 24 | — | $1.1B |
股东权益ROPSF
| Q1 26 | $18.8B | — | ||
| Q4 25 | $19.9B | $6.0B | ||
| Q3 25 | $20.0B | $5.8B | ||
| Q2 25 | $19.6B | $5.6B | ||
| Q1 25 | $19.2B | $5.5B | ||
| Q4 24 | $18.9B | $5.7B | ||
| Q3 24 | $18.5B | $5.6B | ||
| Q2 24 | $18.1B | $5.4B |
总资产ROPSF
| Q1 26 | $34.6B | — | ||
| Q4 25 | $34.6B | $41.3B | ||
| Q3 25 | $34.6B | $41.7B | ||
| Q2 25 | $33.2B | $39.9B | ||
| Q1 25 | $31.4B | $40.4B | ||
| Q4 24 | $31.3B | $39.9B | ||
| Q3 24 | $31.6B | $38.9B | ||
| Q2 24 | $29.8B | $37.8B |
负债/权益比ROPSF
| Q1 26 | 0.52× | — | ||
| Q4 25 | 0.47× | 0.10× | ||
| Q3 25 | — | 0.11× | ||
| Q2 25 | — | 0.11× | ||
| Q1 25 | — | 0.11× | ||
| Q4 24 | 0.40× | 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 | — | $382.4M |
| 自由现金流经营现金流 - 资本支出 | $507.0M | $369.0M |
| 自由现金流率自由现金流/营收 | 24.2% | 32.7% |
| 资本支出强度资本支出/营收 | 0.5% | 1.2% |
| 现金转化率经营现金流/净利润 | — | 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ROPSF
| Q1 26 | — | — | ||
| Q4 25 | $738.0M | $382.4M | ||
| Q3 25 | $869.5M | $338.3M | ||
| Q2 25 | $404.1M | $607.5M | ||
| Q1 25 | $528.7M | $-211.2M | ||
| Q4 24 | $722.2M | $694.6M | ||
| Q3 24 | $755.4M | $198.3M | ||
| Q2 24 | $384.1M | $207.2M |
自由现金流ROPSF
| Q1 26 | $507.0M | — | ||
| 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 |
自由现金流率ROPSF
| Q1 26 | 24.2% | — | ||
| 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% |
资本支出强度ROPSF
| Q1 26 | 0.5% | — | ||
| 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% |
现金转化率ROPSF
| Q1 26 | — | — | ||
| Q4 25 | 1.72× | 1.45× | ||
| Q3 25 | 2.18× | 1.60× | ||
| Q2 25 | 1.07× | 3.92× | ||
| Q1 25 | 1.60× | -3.99× | ||
| Q4 24 | 1.56× | 2.85× | ||
| Q3 24 | 2.05× | 1.25× | ||
| Q2 24 | 1.14× | 1.25× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
