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Stitch Fix, Inc.（SFIX）与STARWOOD PROPERTY TRUST, INC.（STWD）财务数据对比。点击上方公司名可切换其他公司
STARWOOD PROPERTY TRUST, INC.的季度营收约是Stitch Fix, Inc.的1.4倍（$492.9M vs $342.1M），STARWOOD PROPERTY TRUST, INC.净利率更高（19.7% vs -1.9%，领先21.5%），STARWOOD PROPERTY TRUST, INC.同比增速更快（8.5% vs 7.3%），过去两年Stitch Fix, Inc.的营收复合增速更高（1.8% vs -2.9%）
Stitch Fix是美国的在线个人造型服务平台，依托推荐算法与数据科学技术，根据顾客的身形尺寸、预算和风格偏好推送个性化服饰单品。该公司创立于2011年，2017年完成首次公开募股，目前总部位于旧金山。
喜达屋酒店及度假村国际集团是全球规模最大的酒店企业之一，业务涵盖酒店、度假村、水疗中心、住宅及度假产权物业的持有、运营、特许经营与管理。集团前身为1969年成立的房地产投资信托基金，1995年完成收购重组，旗下共11个品牌，管理及特许经营的物业共计1297处。
SFIX vs STWD — 直观对比
营收规模更大
STWD
是对方的1.4倍
$342.1M
营收增速更快
STWD
高出1.2%
7.3%
净利率更高
STWD
高出21.5%
-1.9%
两年增速更快
SFIX
近两年复合增速
-2.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $342.1M | $492.9M |
| 净利润 | $-6.4M | $96.9M |
| 毛利率 | 43.6% | — |
| 营业利润率 | -2.5% | 26.6% |
| 净利率 | -1.9% | 19.7% |
| 营收同比 | 7.3% | 8.5% |
| 净利润同比 | -1.7% | 87.7% |
| 每股收益（稀释后） | $-0.05 | $0.25 |
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SFIXSTWD
| Q4 25 | $342.1M | $492.9M | ||
| Q3 25 | $311.2M | $488.9M | ||
| Q2 25 | $325.0M | $444.3M | ||
| Q1 25 | $312.1M | $418.2M | ||
| Q4 24 | $318.8M | $454.4M | ||
| Q3 24 | $319.6M | $479.5M | ||
| Q2 24 | $322.7M | $489.8M | ||
| Q1 24 | $330.4M | $523.1M |
净利润SFIXSTWD
| Q4 25 | $-6.4M | $96.9M | ||
| Q3 25 | $-8.6M | $72.6M | ||
| Q2 25 | $-7.4M | $129.8M | ||
| Q1 25 | $-6.5M | $112.3M | ||
| Q4 24 | $-6.3M | $51.6M | ||
| Q3 24 | $-36.5M | $76.1M | ||
| Q2 24 | $-21.3M | $77.9M | ||
| Q1 24 | $-35.5M | $154.3M |
毛利率SFIXSTWD
| Q4 25 | 43.6% | — | ||
| Q3 25 | 43.6% | — | ||
| Q2 25 | 44.2% | — | ||
| Q1 25 | 44.5% | — | ||
| Q4 24 | 45.4% | — | ||
| Q3 24 | 44.6% | — | ||
| Q2 24 | 45.5% | — | ||
| Q1 24 | 43.4% | — |
营业利润率SFIXSTWD
| Q4 25 | -2.5% | 26.6% | ||
| Q3 25 | -3.6% | 19.1% | ||
| Q2 25 | -3.0% | 30.5% | ||
| Q1 25 | -2.9% | 28.7% | ||
| Q4 24 | -2.8% | 15.1% | ||
| Q3 24 | -13.1% | 17.2% | ||
| Q2 24 | -7.7% | 19.1% | ||
| Q1 24 | -11.5% | 30.8% |
净利率SFIXSTWD
| Q4 25 | -1.9% | 19.7% | ||
| Q3 25 | -2.8% | 14.8% | ||
| Q2 25 | -2.3% | 29.2% | ||
| Q1 25 | -2.1% | 26.8% | ||
| Q4 24 | -2.0% | 11.4% | ||
| Q3 24 | -11.4% | 15.9% | ||
| Q2 24 | -6.6% | 15.9% | ||
| Q1 24 | -10.8% | 29.5% |
每股收益（稀释后）SFIXSTWD
| Q4 25 | $-0.05 | $0.25 | ||
| Q3 25 | $-0.06 | $0.19 | ||
| Q2 25 | $-0.06 | $0.38 | ||
| Q1 25 | $-0.05 | $0.33 | ||
| Q4 24 | $-0.05 | $0.15 | ||
| Q3 24 | $-0.29 | $0.23 | ||
| Q2 24 | $-0.18 | $0.24 | ||
| Q1 24 | $-0.30 | $0.48 |
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 | $244.2M | $499.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $204.1M | $6.8B |
| 总资产 | $530.7M | $63.2B |
| 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SFIXSTWD
| Q4 25 | $244.2M | $499.5M | ||
| Q3 25 | $234.9M | $301.1M | ||
| Q2 25 | $234.2M | $259.9M | ||
| Q1 25 | $219.1M | $440.6M | ||
| Q4 24 | $253.3M | $377.8M | ||
| Q3 24 | $247.0M | $357.9M | ||
| Q2 24 | $244.5M | $259.3M | ||
| Q1 24 | $229.8M | $327.4M |
股东权益SFIXSTWD
| Q4 25 | $204.1M | $6.8B | ||
| Q3 25 | $203.0M | $6.9B | ||
| Q2 25 | $200.4M | $6.4B | ||
| Q1 25 | $197.8M | $6.4B | ||
| Q4 24 | $190.5M | $6.4B | ||
| Q3 24 | $187.0M | $6.5B | ||
| Q2 24 | $208.9M | $6.2B | ||
| Q1 24 | $213.3M | $6.3B |
总资产SFIXSTWD
| Q4 25 | $530.7M | $63.2B | ||
| Q3 25 | $480.6M | $62.4B | ||
| Q2 25 | $484.7M | $62.4B | ||
| Q1 25 | $472.6M | $62.2B | ||
| Q4 24 | $507.1M | $62.6B | ||
| Q3 24 | $486.9M | $64.2B | ||
| Q2 24 | $537.0M | $64.1B | ||
| Q1 24 | $538.3M | $66.2B |
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 | $10.9M | $488.8M |
| 自由现金流经营现金流 - 资本支出 | $5.6M | — |
| 自由现金流率自由现金流/营收 | 1.6% | — |
| 资本支出强度资本支出/营收 | 1.6% | — |
| 现金转化率经营现金流/净利润 | — | 5.04× |
| 过去12个月自由现金流最近4个季度 | $4.9M | — |
8季度趋势，按日历期对齐
经营现金流SFIXSTWD
| Q4 25 | $10.9M | $488.8M | ||
| Q3 25 | $7.0M | $337.6M | ||
| Q2 25 | $20.5M | $-87.4M | ||
| Q1 25 | $-16.2M | $238.9M | ||
| Q4 24 | $14.3M | $295.6M | ||
| Q3 24 | $8.2M | $241.8M | ||
| Q2 24 | $21.7M | $53.3M | ||
| Q1 24 | $-22.3M | $55.9M |
自由现金流SFIXSTWD
| Q4 25 | $5.6M | — | ||
| Q3 25 | $2.8M | — | ||
| Q2 25 | $16.0M | — | ||
| Q1 25 | $-19.4M | — | ||
| Q4 24 | $9.9M | — | ||
| Q3 24 | $4.5M | — | ||
| Q2 24 | $18.9M | — | ||
| Q1 24 | $-26.1M | — |
自由现金流率SFIXSTWD
| Q4 25 | 1.6% | — | ||
| Q3 25 | 0.9% | — | ||
| Q2 25 | 4.9% | — | ||
| Q1 25 | -6.2% | — | ||
| Q4 24 | 3.1% | — | ||
| Q3 24 | 1.4% | — | ||
| Q2 24 | 5.9% | — | ||
| Q1 24 | -7.9% | — |
资本支出强度SFIXSTWD
| Q4 25 | 1.6% | — | ||
| Q3 25 | 1.4% | — | ||
| Q2 25 | 1.4% | — | ||
| Q1 25 | 1.0% | — | ||
| Q4 24 | 1.4% | — | ||
| Q3 24 | 1.2% | — | ||
| Q2 24 | 0.9% | — | ||
| Q1 24 | 1.1% | — |
现金转化率SFIXSTWD
| Q4 25 | — | 5.04× | ||
| Q3 25 | — | 4.65× | ||
| Q2 25 | — | -0.67× | ||
| Q1 25 | — | 2.13× | ||
| Q4 24 | — | 5.72× | ||
| Q3 24 | — | 3.18× | ||
| Q2 24 | — | 0.68× | ||
| Q1 24 | — | 0.36× |
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
SFIX
暂无分部数据
STWD
| Commercial And Residential Lending Segment | $335.2M | 68% |
| Infrastructure Lending Segment | $70.3M | 14% |
| Property Segment | $57.8M | 12% |
| Other | $29.7M | 6% |
