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SEI INVESTMENTS CO（SEIC）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SEI INVESTMENTS CO的1.8倍（$1.1B vs $622.2M）。SEI INVESTMENTS CO净利率更高（28.0% vs 23.5%，领先4.6%）。STIFEL FINANCIAL CORP同比增速更快（23.0% vs 13.0%）。过去两年STIFEL FINANCIAL CORP的营收复合增速更高（21.1% vs 9.5%）
SEI Investments是一家总部位于美国宾夕法尼亚州奥克斯的金融服务企业，服务对象涵盖机构、私人银行、投资顾问、资产管理机构及私人客户。集团通过旗下子公司及参股合作主体，管理、咨询或受托运营规模达1万亿美元的资产，覆盖对冲基金、私募股权、共同基金及各类集合或独立管理资产品类。
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。
SEIC vs SF — 直观对比
营收规模更大
SF
是对方的1.8倍
$622.2M
营收增速更快
SF
高出10.0%
13.0%
净利率更高
SEIC
高出4.6%
23.5%
两年增速更快
SF
近两年复合增速
9.5%
损益表 — Q1 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $622.2M | $1.1B |
| 净利润 | $174.5M | $264.4M |
| 毛利率 | — | — |
| 营业利润率 | 30.5% | 27.3% |
| 净利率 | 28.0% | 23.5% |
| 营收同比 | 13.0% | 23.0% |
| 净利润同比 | 15.0% | 8.3% |
| 每股收益（稀释后） | $1.40 | $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SEICSF
| Q1 26 | $622.2M | — | ||
| Q4 25 | $607.9M | $1.1B | ||
| Q3 25 | $578.5M | $962.6M | ||
| Q2 25 | $559.6M | $838.9M | ||
| Q1 25 | $551.3M | $842.5M | ||
| Q4 24 | $557.2M | $916.0M | ||
| Q3 24 | $537.4M | $810.9M | ||
| Q2 24 | $519.0M | $798.9M |
净利润SEICSF
| Q1 26 | $174.5M | — | ||
| Q4 25 | $172.5M | $264.4M | ||
| Q3 25 | $164.2M | $211.4M | ||
| Q2 25 | $227.1M | $155.1M | ||
| Q1 25 | $151.5M | $53.0M | ||
| Q4 24 | $155.8M | $244.0M | ||
| Q3 24 | $154.9M | $158.5M | ||
| Q2 24 | $139.1M | $165.3M |
毛利率SEICSF
| Q1 26 | — | — | ||
| Q4 25 | 36.8% | — | ||
| Q3 25 | 35.0% | — | ||
| Q2 25 | 33.8% | — | ||
| Q1 25 | 34.9% | — | ||
| Q4 24 | 33.1% | — | ||
| Q3 24 | 33.8% | — | ||
| Q2 24 | 32.7% | — |
营业利润率SEICSF
| Q1 26 | 30.5% | — | ||
| Q4 25 | 26.6% | 27.3% | ||
| Q3 25 | 27.7% | 29.7% | ||
| Q2 25 | 26.6% | 25.5% | ||
| Q1 25 | 28.5% | 7.5% | ||
| Q4 24 | 26.1% | 29.1% | ||
| Q3 24 | 26.8% | 26.7% | ||
| Q2 24 | 26.3% | 28.4% |
净利率SEICSF
| Q1 26 | 28.0% | — | ||
| Q4 25 | 28.4% | 23.5% | ||
| Q3 25 | 28.4% | 22.0% | ||
| Q2 25 | 40.6% | 18.5% | ||
| Q1 25 | 27.5% | 6.3% | ||
| Q4 24 | 28.0% | 26.6% | ||
| Q3 24 | 28.8% | 19.5% | ||
| Q2 24 | 26.8% | 20.7% |
每股收益（稀释后）SEICSF
| Q1 26 | $1.40 | — | ||
| Q4 25 | $1.38 | $2.30 | ||
| Q3 25 | $1.30 | $1.84 | ||
| Q2 25 | $1.78 | $1.34 | ||
| Q1 25 | $1.17 | $0.39 | ||
| Q4 24 | $1.18 | $2.10 | ||
| Q3 24 | $1.19 | $1.34 | ||
| Q2 24 | $1.05 | $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 | $363.1M | $2.3B |
| 总债务越低越好 | $32.4M | $617.4M |
| 股东权益账面价值 | $2.5B | $6.0B |
| 总资产 | $3.3B | $41.3B |
| 负债/权益比越低杠杆越低 | 0.01× | 0.10× |
8季度趋势，按日历期对齐
现金及短期投资SEICSF
| Q1 26 | $363.1M | — | ||
| Q4 25 | $399.8M | $2.3B | ||
| Q3 25 | — | $3.2B | ||
| Q2 25 | — | $1.9B | ||
| Q1 25 | $710.7M | $2.7B | ||
| Q4 24 | $839.9M | $2.6B | ||
| Q3 24 | $901.1M | $1.9B | ||
| Q2 24 | $768.3M | $2.6B |
总债务SEICSF
| Q1 26 | $32.4M | — | ||
| 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 |
股东权益SEICSF
| Q1 26 | $2.5B | — | ||
| Q4 25 | $2.4B | $6.0B | ||
| Q3 25 | $2.4B | $5.8B | ||
| Q2 25 | $2.3B | $5.6B | ||
| Q1 25 | $2.3B | $5.5B | ||
| Q4 24 | $2.3B | $5.7B | ||
| Q3 24 | $2.4B | $5.6B | ||
| Q2 24 | $2.2B | $5.4B |
总资产SEICSF
| Q1 26 | $3.3B | — | ||
| Q4 25 | — | $41.3B | ||
| Q3 25 | — | $41.7B | ||
| Q2 25 | $2.6B | $39.9B | ||
| Q1 25 | $2.6B | $40.4B | ||
| Q4 24 | $2.7B | $39.9B | ||
| Q3 24 | $2.7B | $38.9B | ||
| Q2 24 | $2.5B | $37.8B |
负债/权益比SEICSF
| Q1 26 | 0.01× | — | ||
| 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× |
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 | — | $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 | — | 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SEICSF
| Q1 26 | — | — | ||
| Q4 25 | $126.4M | $382.4M | ||
| Q3 25 | $238.3M | $338.3M | ||
| Q2 25 | $96.5M | $607.5M | ||
| Q1 25 | $146.5M | $-211.2M | ||
| Q4 24 | $195.3M | $694.6M | ||
| Q3 24 | $200.0M | $198.3M | ||
| Q2 24 | $114.7M | $207.2M |
自由现金流SEICSF
| Q1 26 | — | — | ||
| Q4 25 | $124.8M | $369.0M | ||
| Q3 25 | $229.6M | $321.1M | ||
| Q2 25 | $92.7M | $592.7M | ||
| Q1 25 | $137.8M | $-227.8M | ||
| Q4 24 | $190.2M | $677.2M | ||
| Q3 24 | $193.7M | $185.6M | ||
| Q2 24 | $107.0M | $173.3M |
自由现金流率SEICSF
| Q1 26 | — | — | ||
| Q4 25 | 20.5% | 32.7% | ||
| Q3 25 | 39.7% | 33.4% | ||
| Q2 25 | 16.6% | 70.6% | ||
| Q1 25 | 25.0% | -27.0% | ||
| Q4 24 | 34.1% | 73.9% | ||
| Q3 24 | 36.0% | 22.9% | ||
| Q2 24 | 20.6% | 21.7% |
资本支出强度SEICSF
| Q1 26 | — | — | ||
| Q4 25 | 0.3% | 1.2% | ||
| Q3 25 | 1.5% | 1.8% | ||
| Q2 25 | 0.7% | 1.8% | ||
| Q1 25 | 1.6% | 2.0% | ||
| Q4 24 | 0.9% | 1.9% | ||
| Q3 24 | 1.2% | 1.6% | ||
| Q2 24 | 1.5% | 4.2% |
现金转化率SEICSF
| Q1 26 | — | — | ||
| Q4 25 | 0.73× | 1.45× | ||
| Q3 25 | 1.45× | 1.60× | ||
| Q2 25 | 0.43× | 3.92× | ||
| Q1 25 | 0.97× | -3.99× | ||
| Q4 24 | 1.25× | 2.85× | ||
| Q3 24 | 1.29× | 1.25× | ||
| Q2 24 | 0.82× | 1.25× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
