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STIFEL FINANCIAL CORP（SF）与Veralto（VLTO）财务数据对比。点击上方公司名可切换其他公司
Veralto的季度营收约是STIFEL FINANCIAL CORP的1.3倍（$1.4B vs $1.1B），STIFEL FINANCIAL CORP净利率更高（23.5% vs 17.9%，领先5.6%），STIFEL FINANCIAL CORP同比增速更快（23.0% vs 6.8%），STIFEL FINANCIAL CORP自由现金流更多（$369.0M vs $170.0M），过去两年STIFEL FINANCIAL CORP的营收复合增速更高（21.1% vs 6.8%）
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。
Veralto是总部位于美国马萨诸塞州沃尔瑟姆的科技企业，核心业务覆盖水分析、水处理、标识喷码、包装及色彩管理相关产品的研发与生产，面向全球多领域客户提供适配的技术产品及配套服务。
SF vs VLTO — 直观对比
营收规模更大
VLTO
是对方的1.3倍
$1.1B
营收增速更快
SF
高出16.3%
6.8%
净利率更高
SF
高出5.6%
17.9%
自由现金流更多
SF
多$199.0M
$170.0M
两年增速更快
SF
近两年复合增速
6.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.4B |
| 净利润 | $264.4M | $254.0M |
| 毛利率 | — | 60.1% |
| 营业利润率 | 27.3% | 23.8% |
| 净利率 | 23.5% | 17.9% |
| 营收同比 | 23.0% | 6.8% |
| 净利润同比 | 8.3% | 12.9% |
| 每股收益（稀释后） | $2.30 | $1.02 |
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SFVLTO
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.1B | $1.4B | ||
| Q3 25 | $962.6M | $1.4B | ||
| Q2 25 | $838.9M | $1.3B | ||
| Q1 25 | $842.5M | — | ||
| Q4 24 | $916.0M | $1.3B | ||
| Q3 24 | $810.9M | $1.3B | ||
| Q2 24 | $798.9M | $1.3B |
净利润SFVLTO
| Q1 26 | — | $254.0M | ||
| Q4 25 | $264.4M | $239.0M | ||
| Q3 25 | $211.4M | $222.0M | ||
| Q2 25 | $155.1M | $225.0M | ||
| Q1 25 | $53.0M | — | ||
| Q4 24 | $244.0M | $227.0M | ||
| Q3 24 | $158.5M | $219.0M | ||
| Q2 24 | $165.3M | $203.0M |
毛利率SFVLTO
| Q1 26 | — | 60.1% | ||
| Q4 25 | — | 60.1% | ||
| Q3 25 | — | 60.0% | ||
| Q2 25 | — | 60.4% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 59.6% | ||
| Q3 24 | — | 59.6% | ||
| Q2 24 | — | 60.1% |
营业利润率SFVLTO
| Q1 26 | — | 23.8% | ||
| Q4 25 | 27.3% | 23.2% | ||
| Q3 25 | 29.7% | 22.8% | ||
| Q2 25 | 25.5% | 24.2% | ||
| Q1 25 | 7.5% | — | ||
| Q4 24 | 29.1% | 22.9% | ||
| Q3 24 | 26.7% | 23.4% | ||
| Q2 24 | 28.4% | 23.2% |
净利率SFVLTO
| Q1 26 | — | 17.9% | ||
| Q4 25 | 23.5% | 17.0% | ||
| Q3 25 | 22.0% | 16.2% | ||
| Q2 25 | 18.5% | 16.9% | ||
| Q1 25 | 6.3% | — | ||
| Q4 24 | 26.6% | 16.9% | ||
| Q3 24 | 19.5% | 16.7% | ||
| Q2 24 | 20.7% | 15.8% |
每股收益（稀释后）SFVLTO
| Q1 26 | — | $1.02 | ||
| Q4 25 | $2.30 | $0.95 | ||
| Q3 25 | $1.84 | $0.89 | ||
| Q2 25 | $1.34 | $0.90 | ||
| Q1 25 | $0.39 | — | ||
| Q4 24 | $2.10 | $0.91 | ||
| Q3 24 | $1.34 | $0.88 | ||
| Q2 24 | $1.41 | $0.81 |
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 | — |
| 总债务越低越好 | $617.4M | — |
| 股东权益账面价值 | $6.0B | — |
| 总资产 | $41.3B | — |
| 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SFVLTO
| Q1 26 | — | — | ||
| Q4 25 | $2.3B | $1.8B | ||
| Q3 25 | $3.2B | $1.6B | ||
| Q2 25 | $1.9B | $1.2B | ||
| Q1 25 | $2.7B | — | ||
| Q4 24 | $2.6B | $1.1B | ||
| Q3 24 | $1.9B | $1.3B | ||
| Q2 24 | $2.6B | $1.0B |
总债务SFVLTO
| Q1 26 | — | — | ||
| Q4 25 | $617.4M | $2.7B | ||
| Q3 25 | $617.2M | $2.7B | ||
| Q2 25 | $617.0M | $2.6B | ||
| Q1 25 | $616.8M | — | ||
| Q4 24 | $616.6M | $2.6B | ||
| Q3 24 | $616.4M | $2.6B | ||
| Q2 24 | $1.1B | $2.6B |
股东权益SFVLTO
| Q1 26 | — | — | ||
| Q4 25 | $6.0B | $2.8B | ||
| Q3 25 | $5.8B | $2.7B | ||
| Q2 25 | $5.6B | $2.3B | ||
| Q1 25 | $5.5B | — | ||
| Q4 24 | $5.7B | $2.0B | ||
| Q3 24 | $5.6B | $2.0B | ||
| Q2 24 | $5.4B | $1.7B |
总资产SFVLTO
| Q1 26 | — | — | ||
| Q4 25 | $41.3B | $7.4B | ||
| Q3 25 | $41.7B | $7.2B | ||
| Q2 25 | $39.9B | $6.6B | ||
| Q1 25 | $40.4B | — | ||
| Q4 24 | $39.9B | $6.4B | ||
| Q3 24 | $38.9B | $6.3B | ||
| Q2 24 | $37.8B | $5.9B |
负债/权益比SFVLTO
| Q1 26 | — | — | ||
| Q4 25 | 0.10× | 0.94× | ||
| Q3 25 | 0.11× | 1.01× | ||
| Q2 25 | 0.11× | 1.14× | ||
| Q1 25 | 0.11× | — | ||
| Q4 24 | 0.11× | 1.28× | ||
| Q3 24 | 0.11× | 1.35× | ||
| Q2 24 | 0.21× | 1.57× |
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 | $182.0M |
| 自由现金流经营现金流 - 资本支出 | $369.0M | $170.0M |
| 自由现金流率自由现金流/营收 | 32.7% | 12.0% |
| 资本支出强度资本支出/营收 | 1.2% | 0.8% |
| 现金转化率经营现金流/净利润 | 1.45× | 0.72× |
| 过去12个月自由现金流最近4个季度 | $1.1B | $893.0M |
8季度趋势，按日历期对齐
经营现金流SFVLTO
| Q1 26 | — | $182.0M | ||
| Q4 25 | $382.4M | $270.0M | ||
| Q3 25 | $338.3M | $339.0M | ||
| Q2 25 | $607.5M | $157.0M | ||
| Q1 25 | $-211.2M | — | ||
| Q4 24 | $694.6M | $285.0M | ||
| Q3 24 | $198.3M | $224.0M | ||
| Q2 24 | $207.2M | $251.0M |
自由现金流SFVLTO
| Q1 26 | — | $170.0M | ||
| Q4 25 | $369.0M | $258.0M | ||
| Q3 25 | $321.1M | $323.0M | ||
| Q2 25 | $592.7M | $142.0M | ||
| Q1 25 | $-227.8M | — | ||
| Q4 24 | $677.2M | $263.0M | ||
| Q3 24 | $185.6M | $215.0M | ||
| Q2 24 | $173.3M | $240.0M |
自由现金流率SFVLTO
| Q1 26 | — | 12.0% | ||
| Q4 25 | 32.7% | 18.4% | ||
| Q3 25 | 33.4% | 23.6% | ||
| Q2 25 | 70.6% | 10.7% | ||
| Q1 25 | -27.0% | — | ||
| Q4 24 | 73.9% | 19.6% | ||
| Q3 24 | 22.9% | 16.4% | ||
| Q2 24 | 21.7% | 18.6% |
资本支出强度SFVLTO
| Q1 26 | — | 0.8% | ||
| Q4 25 | 1.2% | 0.9% | ||
| Q3 25 | 1.8% | 1.2% | ||
| Q2 25 | 1.8% | 1.1% | ||
| Q1 25 | 2.0% | — | ||
| Q4 24 | 1.9% | 1.6% | ||
| Q3 24 | 1.6% | 0.7% | ||
| Q2 24 | 4.2% | 0.9% |
现金转化率SFVLTO
| Q1 26 | — | 0.72× | ||
| Q4 25 | 1.45× | 1.13× | ||
| Q3 25 | 1.60× | 1.53× | ||
| Q2 25 | 3.92× | 0.70× | ||
| Q1 25 | -3.99× | — | ||
| Q4 24 | 2.85× | 1.26× | ||
| Q3 24 | 1.25× | 1.02× | ||
| Q2 24 | 1.25× | 1.24× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
