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STIFEL FINANCIAL CORP（SF）与思佳讯（SWKS）财务数据对比。点击上方公司名可切换其他公司
STIFEL FINANCIAL CORP的季度营收约是思佳讯的1.8倍（$1.7B vs $943.7M），STIFEL FINANCIAL CORP净利率更高（15.1% vs 3.8%，领先11.3%），STIFEL FINANCIAL CORP同比增速更快（17.7% vs -1.0%），过去两年STIFEL FINANCIAL CORP的营收复合增速更高（44.4% vs 2.1%）
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。
思佳讯是总部位于美国加利福尼亚州尔湾的半导体企业，公司股票在纳斯达克全球精选市场挂牌交易，股票代码为SWKS，同时也是标普500指数的成分股之一，在全球射频半导体领域拥有较高市场地位。
SF vs SWKS — 直观对比
营收规模更大
SF
是对方的1.8倍
$943.7M
营收增速更快
SF
高出18.7%
-1.0%
净利率更高
SF
高出11.3%
3.8%
两年增速更快
SF
近两年复合增速
2.1%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $943.7M |
| 净利润 | $251.4M | $35.6M |
| 毛利率 | — | 40.8% |
| 营业利润率 | 30.8% | 4.5% |
| 净利率 | 15.1% | 3.8% |
| 营收同比 | 17.7% | -1.0% |
| 净利润同比 | 374.4% | -48.2% |
| 每股收益（稀释后） | $1.48 | $0.24 |
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SFSWKS
| Q2 26 | — | $943.7M | ||
| Q1 26 | $1.7B | $1.0B | ||
| Q4 25 | $1.1B | $1.1B | ||
| Q3 25 | $962.6M | — | ||
| Q2 25 | $838.9M | $965.0M | ||
| Q1 25 | $842.5M | $953.2M | ||
| Q4 24 | $916.0M | $1.1B | ||
| Q3 24 | $810.9M | $1.0B |
净利润SFSWKS
| Q2 26 | — | $35.6M | ||
| Q1 26 | $251.4M | $79.2M | ||
| Q4 25 | $264.4M | $141.4M | ||
| Q3 25 | $211.4M | — | ||
| Q2 25 | $155.1M | $105.0M | ||
| Q1 25 | $53.0M | $68.7M | ||
| Q4 24 | $244.0M | $162.0M | ||
| Q3 24 | $158.5M | $60.5M |
毛利率SFSWKS
| Q2 26 | — | 40.8% | ||
| Q1 26 | — | 41.3% | ||
| Q4 25 | — | 40.7% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 41.6% | ||
| Q1 25 | — | 41.1% | ||
| Q4 24 | — | 41.4% | ||
| Q3 24 | — | 41.9% |
营业利润率SFSWKS
| Q2 26 | — | 4.5% | ||
| Q1 26 | 30.8% | 10.0% | ||
| Q4 25 | 27.3% | 10.1% | ||
| Q3 25 | 29.7% | — | ||
| Q2 25 | 25.5% | 11.5% | ||
| Q1 25 | 7.5% | 10.2% | ||
| Q4 24 | 29.1% | 16.9% | ||
| Q3 24 | 26.7% | 5.8% |
净利率SFSWKS
| Q2 26 | — | 3.8% | ||
| Q1 26 | 15.1% | 7.6% | ||
| Q4 25 | 23.5% | 12.9% | ||
| Q3 25 | 22.0% | — | ||
| Q2 25 | 18.5% | 10.9% | ||
| Q1 25 | 6.3% | 7.2% | ||
| Q4 24 | 26.6% | 15.2% | ||
| Q3 24 | 19.5% | 5.9% |
每股收益（稀释后）SFSWKS
| Q2 26 | — | $0.24 | ||
| Q1 26 | $1.48 | $0.53 | ||
| Q4 25 | $2.30 | $0.95 | ||
| Q3 25 | $1.84 | — | ||
| Q2 25 | $1.34 | $0.70 | ||
| Q1 25 | $0.39 | $0.43 | ||
| Q4 24 | $2.10 | $1.00 | ||
| Q3 24 | $1.34 | $0.36 |
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 | — | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $332.3M | $5.8B |
| 总资产 | $42.9B | $7.9B |
| 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SFSWKS
| Q2 26 | — | — | ||
| Q1 26 | — | $1.6B | ||
| Q4 25 | $2.3B | $1.4B | ||
| Q3 25 | $3.2B | — | ||
| Q2 25 | $1.9B | $1.3B | ||
| Q1 25 | $2.7B | $1.5B | ||
| Q4 24 | $2.6B | $1.7B | ||
| Q3 24 | $1.9B | $1.6B |
总债务SFSWKS
| Q2 26 | — | — | ||
| Q1 26 | — | $496.6M | ||
| Q4 25 | $617.4M | $496.4M | ||
| Q3 25 | $617.2M | — | ||
| Q2 25 | $617.0M | $496.2M | ||
| Q1 25 | $616.8M | $995.1M | ||
| Q4 24 | $616.6M | $994.7M | ||
| Q3 24 | $616.4M | $994.3M |
股东权益SFSWKS
| Q2 26 | — | $5.8B | ||
| Q1 26 | $332.3M | $5.8B | ||
| Q4 25 | $6.0B | $5.8B | ||
| Q3 25 | $5.8B | — | ||
| Q2 25 | $5.6B | $5.7B | ||
| Q1 25 | $5.5B | $5.9B | ||
| Q4 24 | $5.7B | $6.4B | ||
| Q3 24 | $5.6B | $6.3B |
总资产SFSWKS
| Q2 26 | — | $7.9B | ||
| Q1 26 | $42.9B | $7.9B | ||
| Q4 25 | $41.3B | $7.9B | ||
| Q3 25 | $41.7B | — | ||
| Q2 25 | $39.9B | $7.7B | ||
| Q1 25 | $40.4B | $7.9B | ||
| Q4 24 | $39.9B | $8.3B | ||
| Q3 24 | $38.9B | $8.3B |
负债/权益比SFSWKS
| Q2 26 | — | — | ||
| Q1 26 | — | 0.09× | ||
| Q4 25 | 0.10× | 0.09× | ||
| Q3 25 | 0.11× | — | ||
| Q2 25 | 0.11× | 0.09× | ||
| Q1 25 | 0.11× | 0.17× | ||
| Q4 24 | 0.11× | 0.16× | ||
| Q3 24 | 0.11× | 0.16× |
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 | — | $50.3M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | 8.7% |
| 现金转化率经营现金流/净利润 | — | 1.41× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流SFSWKS
| Q2 26 | — | $50.3M | ||
| Q1 26 | — | $395.5M | ||
| Q4 25 | $382.4M | $200.0M | ||
| Q3 25 | $338.3M | — | ||
| Q2 25 | $607.5M | $314.2M | ||
| Q1 25 | $-211.2M | $409.4M | ||
| Q4 24 | $694.6M | $377.2M | ||
| Q3 24 | $198.3M | $476.1M |
自由现金流SFSWKS
| Q2 26 | — | — | ||
| Q1 26 | — | $339.0M | ||
| Q4 25 | $369.0M | $144.0M | ||
| Q3 25 | $321.1M | — | ||
| Q2 25 | $592.7M | $252.7M | ||
| Q1 25 | $-227.8M | $370.9M | ||
| Q4 24 | $677.2M | $338.2M | ||
| Q3 24 | $185.6M | $393.3M |
自由现金流率SFSWKS
| Q2 26 | — | — | ||
| Q1 26 | — | 32.7% | ||
| Q4 25 | 32.7% | 13.1% | ||
| Q3 25 | 33.4% | — | ||
| Q2 25 | 70.6% | 26.2% | ||
| Q1 25 | -27.0% | 38.9% | ||
| Q4 24 | 73.9% | 31.7% | ||
| Q3 24 | 22.9% | 38.4% |
资本支出强度SFSWKS
| Q2 26 | — | 8.7% | ||
| Q1 26 | — | 5.5% | ||
| Q4 25 | 1.2% | 5.1% | ||
| Q3 25 | 1.8% | — | ||
| Q2 25 | 1.8% | 6.4% | ||
| Q1 25 | 2.0% | 4.0% | ||
| Q4 24 | 1.9% | 3.6% | ||
| Q3 24 | 1.6% | 8.1% |
现金转化率SFSWKS
| Q2 26 | — | 1.41× | ||
| Q1 26 | — | 4.99× | ||
| Q4 25 | 1.45× | 1.41× | ||
| Q3 25 | 1.60× | — | ||
| Q2 25 | 3.92× | 2.99× | ||
| Q1 25 | -3.99× | 5.96× | ||
| Q4 24 | 2.85× | 2.33× | ||
| Q3 24 | 1.25× | 7.87× |
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
SF
| Other | $506.7M | 30% |
| Asset management | $459.5M | 28% |
| Investment banking | $341.4M | 20% |
| Commissions | $207.8M | 12% |
| Principal transactions | $150.2M | 9% |
SWKS
暂无分部数据
