vs
STIFEL FINANCIAL CORP（SF）与SM Energy Co（SM）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SM Energy Co的1.6倍（$1.1B vs $704.9M），STIFEL FINANCIAL CORP同比增速更快（23.0% vs -17.3%），过去两年STIFEL FINANCIAL CORP的营收复合增速更高（21.1% vs 12.2%）
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。
SM能源公司是一家专注于油气勘探开发的能源企业，注册地位于美国特拉华州，总部设立在科罗拉多州丹佛市，业务围绕 hydrocarbon 资源的勘探布局，在能源勘探领域拥有成熟的运营经验。
SF vs SM — 直观对比
营收规模更大
SF
是对方的1.6倍
$704.9M
营收增速更快
SF
高出40.3%
-17.3%
两年增速更快
SF
近两年复合增速
12.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $704.9M |
| 净利润 | $264.4M | — |
| 毛利率 | — | — |
| 营业利润率 | 27.3% | 25.9% |
| 净利率 | 23.5% | — |
| 营收同比 | 23.0% | -17.3% |
| 净利润同比 | 8.3% | — |
| 每股收益（稀释后） | $2.30 | $0.94 |
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SFSM
| Q4 25 | $1.1B | $704.9M | ||
| Q3 25 | $962.6M | $811.6M | ||
| Q2 25 | $838.9M | $792.9M | ||
| Q1 25 | $842.5M | $844.5M | ||
| Q4 24 | $916.0M | $852.0M | ||
| Q3 24 | $810.9M | $643.6M | ||
| Q2 24 | $798.9M | $634.6M | ||
| Q1 24 | $768.1M | $559.9M |
净利润SFSM
| Q4 25 | $264.4M | — | ||
| Q3 25 | $211.4M | $155.1M | ||
| Q2 25 | $155.1M | $201.7M | ||
| Q1 25 | $53.0M | $182.3M | ||
| Q4 24 | $244.0M | — | ||
| Q3 24 | $158.5M | $240.5M | ||
| Q2 24 | $165.3M | $210.3M | ||
| Q1 24 | $163.6M | $131.2M |
营业利润率SFSM
| Q4 25 | 27.3% | 25.9% | ||
| Q3 25 | 29.7% | 30.4% | ||
| Q2 25 | 25.5% | 37.2% | ||
| Q1 25 | 7.5% | 32.7% | ||
| Q4 24 | 29.1% | 33.7% | ||
| Q3 24 | 26.7% | 51.4% | ||
| Q2 24 | 28.4% | 44.0% | ||
| Q1 24 | 28.5% | 31.9% |
净利率SFSM
| Q4 25 | 23.5% | — | ||
| Q3 25 | 22.0% | 19.1% | ||
| Q2 25 | 18.5% | 25.4% | ||
| Q1 25 | 6.3% | 21.6% | ||
| Q4 24 | 26.6% | — | ||
| Q3 24 | 19.5% | 37.4% | ||
| Q2 24 | 20.7% | 33.1% | ||
| Q1 24 | 21.3% | 23.4% |
每股收益（稀释后）SFSM
| Q4 25 | $2.30 | $0.94 | ||
| Q3 25 | $1.84 | $1.35 | ||
| Q2 25 | $1.34 | $1.76 | ||
| Q1 25 | $0.39 | $1.59 | ||
| Q4 24 | $2.10 | $1.63 | ||
| Q3 24 | $1.34 | $2.09 | ||
| Q2 24 | $1.41 | $1.82 | ||
| Q1 24 | $1.40 | $1.13 |
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 | $2.3B | $368.0M |
| 总债务越低越好 | $617.4M | — |
| 股东权益账面价值 | $6.0B | $4.8B |
| 总资产 | $41.3B | $9.3B |
| 负债/权益比越低杠杆越低 | 0.10× | — |
8季度趋势，按日历期对齐
现金及短期投资SFSM
| Q4 25 | $2.3B | $368.0M | ||
| Q3 25 | $3.2B | $162.3M | ||
| Q2 25 | $1.9B | $101.9M | ||
| Q1 25 | $2.7B | $54.0K | ||
| Q4 24 | $2.6B | — | ||
| Q3 24 | $1.9B | $1.7B | ||
| Q2 24 | $2.6B | $487.9M | ||
| Q1 24 | $3.4B | $506.3M |
总债务SFSM
| 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 | — | ||
| Q1 24 | $1.1B | — |
股东权益SFSM
| Q4 25 | $6.0B | $4.8B | ||
| Q3 25 | $5.8B | $4.7B | ||
| Q2 25 | $5.6B | $4.6B | ||
| Q1 25 | $5.5B | $4.4B | ||
| Q4 24 | $5.7B | $4.2B | ||
| Q3 24 | $5.6B | $4.1B | ||
| Q2 24 | $5.4B | $3.8B | ||
| Q1 24 | $5.3B | $3.7B |
总资产SFSM
| Q4 25 | $41.3B | $9.3B | ||
| Q3 25 | $41.7B | $9.1B | ||
| Q2 25 | $39.9B | $9.0B | ||
| Q1 25 | $40.4B | $8.8B | ||
| Q4 24 | $39.9B | $8.6B | ||
| Q3 24 | $38.9B | $8.0B | ||
| Q2 24 | $37.8B | $6.7B | ||
| Q1 24 | $38.3B | $6.4B |
负债/权益比SFSM
| 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× | — | ||
| Q1 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 | $451.9M |
| 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SFSM
| Q4 25 | $382.4M | $451.9M | ||
| Q3 25 | $338.3M | $505.0M | ||
| Q2 25 | $607.5M | $571.1M | ||
| Q1 25 | $-211.2M | $483.0M | ||
| Q4 24 | $694.6M | $578.4M | ||
| Q3 24 | $198.3M | $452.3M | ||
| Q2 24 | $207.2M | $476.4M | ||
| Q1 24 | $-609.7M | $276.0M |
自由现金流SFSM
| 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 | — | ||
| Q1 24 | $-619.4M | — |
自由现金流率SFSM
| 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% | — | ||
| Q1 24 | -80.6% | — |
资本支出强度SFSM
| 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% | — | ||
| Q1 24 | 1.3% | — |
现金转化率SFSM
| Q4 25 | 1.45× | — | ||
| Q3 25 | 1.60× | 3.26× | ||
| Q2 25 | 3.92× | 2.83× | ||
| Q1 25 | -3.99× | 2.65× | ||
| Q4 24 | 2.85× | — | ||
| Q3 24 | 1.25× | 1.88× | ||
| Q2 24 | 1.25× | 2.27× | ||
| Q1 24 | -3.73× | 2.10× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
