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BOSTON BEER CO INC(SAM)与STEWART INFORMATION SERVICES CORP(STC)财务数据对比。点击上方公司名可切换其他公司
STEWART INFORMATION SERVICES CORP的季度营收约是BOSTON BEER CO INC的1.7倍($764.6M vs $461.6M),STEWART INFORMATION SERVICES CORP同比增速更快(27.7% vs -4.1%),过去两年STEWART INFORMATION SERVICES CORP的营收复合增速更高(12.7% vs -10.7%)
波士顿啤酒公司是美国知名酿酒企业,1984年由吉姆·科赫与朗达·卡尔曼联合创立。旗下首款产品以美国开国元勋、独立运动先驱塞缪尔·亚当斯命名,后续陆续推出多个自有品牌,2019年正式完成与角鲨头酿酒厂的合并,是北美精酿啤酒行业的核心参与者之一。
斯图尔特信息服务公司(STC)是一家主营房地产信息、产权保险及交易管理服务的企业,旗下全资子公司斯图尔特产权担保公司、斯图尔特产权公司通过直营网点、斯图尔特可信供应商网络内的独立代理机构及合作企业,为美国及全球市场提供相关产品与服务,总部位于得克萨斯州休斯敦,现有员工约6350人。
SAM vs STC — 直观对比
营收规模更大
STC
是对方的1.7倍
$461.6M
营收增速更快
STC
高出31.8%
-4.1%
两年增速更快
STC
近两年复合增速
-10.7%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $461.6M | $764.6M |
| 净利润 | — | $17.0M |
| 毛利率 | 46.4% | — |
| 营业利润率 | 12.4% | — |
| 净利率 | — | 2.2% |
| 营收同比 | -4.1% | 27.7% |
| 净利润同比 | — | 448.4% |
| 每股收益(稀释后) | $2.16 | — |
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
SAM
STC
| Q1 26 | $461.6M | $764.6M | ||
| Q4 25 | $385.7M | $790.6M | ||
| Q3 25 | $537.5M | $796.9M | ||
| Q2 25 | $587.9M | $722.2M | ||
| Q1 25 | $453.9M | $612.0M | ||
| Q4 24 | $402.3M | $665.9M | ||
| Q3 24 | $605.5M | $667.9M | ||
| Q2 24 | $579.1M | $602.2M |
净利润
SAM
STC
| Q1 26 | — | $17.0M | ||
| Q4 25 | $-22.5M | $36.3M | ||
| Q3 25 | $46.2M | $44.3M | ||
| Q2 25 | $60.4M | $31.9M | ||
| Q1 25 | $24.4M | $3.1M | ||
| Q4 24 | $-38.8M | $22.7M | ||
| Q3 24 | $33.5M | $30.1M | ||
| Q2 24 | $52.3M | $17.3M |
毛利率
SAM
STC
| Q1 26 | 46.4% | — | ||
| Q4 25 | 43.5% | — | ||
| Q3 25 | 50.8% | — | ||
| Q2 25 | 49.8% | — | ||
| Q1 25 | 48.3% | — | ||
| Q4 24 | 39.9% | — | ||
| Q3 24 | 46.3% | — | ||
| Q2 24 | 46.0% | — |
营业利润率
SAM
STC
| Q1 26 | 12.4% | — | ||
| Q4 25 | -8.6% | 6.5% | ||
| Q3 25 | 11.5% | 7.7% | ||
| Q2 25 | 14.0% | 6.5% | ||
| Q1 25 | 7.4% | 1.0% | ||
| Q4 24 | -13.9% | 5.3% | ||
| Q3 24 | 7.6% | 6.4% | ||
| Q2 24 | 12.2% | 4.8% |
净利率
SAM
STC
| Q1 26 | — | 2.2% | ||
| Q4 25 | -5.8% | 4.6% | ||
| Q3 25 | 8.6% | 5.6% | ||
| Q2 25 | 10.3% | 4.4% | ||
| Q1 25 | 5.4% | 0.5% | ||
| Q4 24 | -9.6% | 3.4% | ||
| Q3 24 | 5.5% | 4.5% | ||
| Q2 24 | 9.0% | 2.9% |
每股收益(稀释后)
SAM
STC
| Q1 26 | $2.16 | — | ||
| Q4 25 | $-1.97 | $1.26 | ||
| Q3 25 | $4.25 | $1.55 | ||
| Q2 25 | $5.45 | $1.13 | ||
| Q1 25 | $2.16 | $0.11 | ||
| Q4 24 | $-3.23 | $0.81 | ||
| Q3 24 | $2.86 | $1.07 | ||
| Q2 24 | $4.39 | $0.62 |
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 | $164.1M | $317.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $682.6M | — |
| 总资产 | $1.2B | — |
| 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
SAM
STC
| Q1 26 | $164.1M | $317.5M | ||
| Q4 25 | $223.4M | $369.7M | ||
| Q3 25 | $250.5M | $233.2M | ||
| Q2 25 | $212.4M | $223.8M | ||
| Q1 25 | $152.5M | $194.2M | ||
| Q4 24 | $211.8M | $257.5M | ||
| Q3 24 | $255.6M | $228.7M | ||
| Q2 24 | $219.3M | $176.7M |
总债务
SAM
STC
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $445.8M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
SAM
STC
| Q1 26 | $682.6M | — | ||
| Q4 25 | $846.3M | $1.6B | ||
| Q3 25 | $911.0M | $1.5B | ||
| Q2 25 | $912.3M | $1.4B | ||
| Q1 25 | $897.0M | $1.4B | ||
| Q4 24 | $916.2M | $1.4B | ||
| Q3 24 | $1.0B | $1.4B | ||
| Q2 24 | $1.0B | $1.4B |
总资产
SAM
STC
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.2B | $3.3B | ||
| Q3 25 | $1.2B | $2.8B | ||
| Q2 25 | $1.3B | $2.8B | ||
| Q1 25 | $1.2B | $2.7B | ||
| Q4 24 | $1.3B | $2.7B | ||
| Q3 24 | $1.4B | $2.7B | ||
| Q2 24 | $1.4B | $2.6B |
负债/权益比
SAM
STC
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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
SAM
暂无分部数据
STC
| Agency title | $333.0M | 44% |
| Direct title | $270.2M | 35% |
| Real estate solutions | $161.4M | 21% |