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SHOE CARNIVAL INC（SCVL）与VARONIS SYSTEMS INC（VRNS）财务数据对比。点击上方公司名可切换其他公司
SHOE CARNIVAL INC的季度营收约是VARONIS SYSTEMS INC的1.7倍（$297.2M vs $173.1M），VARONIS SYSTEMS INC同比增速更快（26.9% vs -3.2%），VARONIS SYSTEMS INC自由现金流更多（$49.0M vs $19.7M），过去两年VARONIS SYSTEMS INC的营收复合增速更高（15.2% vs 3.0%）
Shoe Carnival Inc是一家美国家庭鞋类零售商，目前在美国中西部、南部、东南部地区以及波多黎各共开设了429家门店。该公司由大卫·拉塞尔于1978年创立，截至2025年，其总部位于南卡罗来纳州福特米尔。
Varonis Systems是总部位于美国佛罗里达州迈阿密的软件企业，在以色列赫兹利亚设有研发中心。其推出的数据安全平台可分析数据及数据活动，借此识别由访问权限、SaaS应用配置不当引发的数据暴露风险，并可触发自动化修复流程，助力企业保障数据安全。
SCVL vs VRNS — 直观对比
营收规模更大
SCVL
是对方的1.7倍
$173.1M
营收增速更快
VRNS
高出30.1%
-3.2%
自由现金流更多
VRNS
多$29.3M
$19.7M
两年增速更快
VRNS
近两年复合增速
3.0%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $297.2M | $173.1M |
| 净利润 | $14.6M | — |
| 毛利率 | 37.6% | 76.0% |
| 营业利润率 | 6.3% | -1.7% |
| 净利率 | 4.9% | — |
| 营收同比 | -3.2% | 26.9% |
| 净利润同比 | -23.9% | — |
| 每股收益（稀释后） | $0.53 | — |
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SCVLVRNS
| Q1 26 | — | $173.1M | ||
| Q4 25 | $297.2M | $173.4M | ||
| Q3 25 | $306.4M | $161.6M | ||
| Q2 25 | $277.7M | $152.2M | ||
| Q1 25 | $262.9M | $136.4M | ||
| Q4 24 | $306.9M | $158.5M | ||
| Q3 24 | $332.7M | $148.1M | ||
| Q2 24 | $300.4M | $130.3M |
净利润SCVLVRNS
| Q1 26 | — | — | ||
| Q4 25 | $14.6M | $-27.8M | ||
| Q3 25 | $19.2M | $-29.9M | ||
| Q2 25 | $9.3M | $-35.8M | ||
| Q1 25 | $14.7M | $-35.8M | ||
| Q4 24 | $19.2M | $-13.0M | ||
| Q3 24 | $22.6M | $-18.3M | ||
| Q2 24 | $17.3M | $-23.9M |
毛利率SCVLVRNS
| Q1 26 | — | 76.0% | ||
| Q4 25 | 37.6% | 78.9% | ||
| Q3 25 | 38.8% | 78.2% | ||
| Q2 25 | 34.5% | 79.5% | ||
| Q1 25 | 34.9% | 78.7% | ||
| Q4 24 | 36.0% | 83.6% | ||
| Q3 24 | 36.1% | 83.8% | ||
| Q2 24 | 35.6% | 82.8% |
营业利润率SCVLVRNS
| Q1 26 | — | -1.7% | ||
| Q4 25 | 6.3% | -17.5% | ||
| Q3 25 | 8.2% | -22.2% | ||
| Q2 25 | 4.3% | -24.0% | ||
| Q1 25 | 5.3% | -32.1% | ||
| Q4 24 | 8.0% | -11.1% | ||
| Q3 24 | 9.0% | -16.0% | ||
| Q2 24 | 7.5% | -22.1% |
净利率SCVLVRNS
| Q1 26 | — | — | ||
| Q4 25 | 4.9% | -16.0% | ||
| Q3 25 | 6.3% | -18.5% | ||
| Q2 25 | 3.4% | -23.5% | ||
| Q1 25 | 5.6% | -26.2% | ||
| Q4 24 | 6.3% | -8.2% | ||
| Q3 24 | 6.8% | -12.4% | ||
| Q2 24 | 5.8% | -18.4% |
每股收益（稀释后）SCVLVRNS
| Q1 26 | — | — | ||
| Q4 25 | $0.53 | $-0.23 | ||
| Q3 25 | $0.70 | $-0.26 | ||
| Q2 25 | $0.34 | $-0.32 | ||
| Q1 25 | $0.53 | $-0.32 | ||
| Q4 24 | $0.70 | $-0.12 | ||
| Q3 24 | $0.82 | $-0.16 | ||
| Q2 24 | $0.63 | $-0.21 |
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 | $107.7M | $179.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $683.2M | $453.5M |
| 总资产 | $1.2B | $1.6B |
| 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SCVLVRNS
| Q1 26 | — | $179.3M | ||
| Q4 25 | $107.7M | $883.7M | ||
| Q3 25 | $91.9M | $671.3M | ||
| Q2 25 | $93.0M | $770.9M | ||
| Q1 25 | $123.1M | $567.6M | ||
| Q4 24 | $91.1M | $529.0M | ||
| Q3 24 | $84.5M | $844.8M | ||
| Q2 24 | $69.5M | $582.5M |
股东权益SCVLVRNS
| Q1 26 | — | $453.5M | ||
| Q4 25 | $683.2M | $598.7M | ||
| Q3 25 | $670.7M | $604.8M | ||
| Q2 25 | $653.6M | $341.5M | ||
| Q1 25 | $649.0M | $367.7M | ||
| Q4 24 | $635.7M | $455.7M | ||
| Q3 24 | $618.5M | $428.6M | ||
| Q2 24 | $597.8M | $458.6M |
总资产SCVLVRNS
| Q1 26 | — | $1.6B | ||
| Q4 25 | $1.2B | $1.8B | ||
| Q3 25 | $1.2B | $1.7B | ||
| Q2 25 | $1.1B | $1.6B | ||
| Q1 25 | $1.1B | $1.6B | ||
| Q4 24 | $1.1B | $1.7B | ||
| Q3 24 | $1.1B | $1.5B | ||
| Q2 24 | $1.1B | $1.1B |
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 | $33.6M | $55.0M |
| 自由现金流经营现金流 - 资本支出 | $19.7M | $49.0M |
| 自由现金流率自由现金流/营收 | 6.6% | 28.3% |
| 资本支出强度资本支出/营收 | 4.7% | — |
| 现金转化率经营现金流/净利润 | 2.30× | — |
| 过去12个月自由现金流最近4个季度 | $35.1M | $118.2M |
8季度趋势，按日历期对齐
经营现金流SCVLVRNS
| Q1 26 | — | $55.0M | ||
| Q4 25 | $33.6M | $24.7M | ||
| Q3 25 | $13.3M | $33.4M | ||
| Q2 25 | $-9.6M | $21.3M | ||
| Q1 25 | $44.5M | $68.0M | ||
| Q4 24 | $17.3M | $24.3M | ||
| Q3 24 | $23.7M | $22.5M | ||
| Q2 24 | $17.1M | $11.7M |
自由现金流SCVLVRNS
| Q1 26 | — | $49.0M | ||
| Q4 25 | $19.7M | $20.7M | ||
| Q3 25 | $2.2M | $30.4M | ||
| Q2 25 | $-23.0M | $18.0M | ||
| Q1 25 | $36.2M | $65.7M | ||
| Q4 24 | $8.3M | $19.9M | ||
| Q3 24 | $18.2M | $21.3M | ||
| Q2 24 | $6.9M | $10.9M |
自由现金流率SCVLVRNS
| Q1 26 | — | 28.3% | ||
| Q4 25 | 6.6% | 12.0% | ||
| Q3 25 | 0.7% | 18.8% | ||
| Q2 25 | -8.3% | 11.8% | ||
| Q1 25 | 13.8% | 48.1% | ||
| Q4 24 | 2.7% | 12.6% | ||
| Q3 24 | 5.5% | 14.4% | ||
| Q2 24 | 2.3% | 8.4% |
资本支出强度SCVLVRNS
| Q1 26 | — | — | ||
| Q4 25 | 4.7% | 2.3% | ||
| Q3 25 | 3.6% | 1.8% | ||
| Q2 25 | 4.8% | 2.2% | ||
| Q1 25 | 3.2% | 1.7% | ||
| Q4 24 | 3.0% | 2.7% | ||
| Q3 24 | 1.7% | 0.8% | ||
| Q2 24 | 3.4% | 0.6% |
现金转化率SCVLVRNS
| Q1 26 | — | — | ||
| Q4 25 | 2.30× | — | ||
| Q3 25 | 0.69× | — | ||
| Q2 25 | -1.03× | — | ||
| Q1 25 | 3.04× | — | ||
| Q4 24 | 0.90× | — | ||
| Q3 24 | 1.05× | — | ||
| Q2 24 | 0.99× | — |
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
SCVL
暂无分部数据
VRNS
| SaaS | $161.1M | 93% |
| Term license subscriptions | $6.9M | 4% |
| Maintenance and services | $5.2M | 3% |
