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Stitch Fix, Inc.（SFIX）与Utz Brands, Inc.（UTZ）财务数据对比。点击上方公司名可切换其他公司
Utz Brands, Inc.的季度营收约是Stitch Fix, Inc.的1.1倍（$361.3M vs $342.1M），Stitch Fix, Inc.同比增速更快（7.3% vs 2.6%），过去两年Stitch Fix, Inc.的营收复合增速更高（1.8% vs -0.2%）
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。
Utz Brands, Inc.常简称为Utz，是总部位于美国宾夕法尼亚州汉诺威的休闲食品企业。该公司主打生产薯片、碱水脆饼等多种休闲食品，大部分产品以旗下品牌矩阵发售，同时也为仓储式会员店和批发商供应休闲零食。
SFIX vs UTZ — 直观对比
营收规模更大
UTZ
是对方的1.1倍
$342.1M
营收增速更快
SFIX
高出4.7%
2.6%
两年增速更快
SFIX
近两年复合增速
-0.2%
损益表 — Q1 FY2026 vs Q1 FY2027
| 指标 | | |
|---|---|---|
| 营收 | $342.1M | $361.3M |
| 净利润 | $-6.4M | — |
| 毛利率 | 43.6% | 25.4% |
| 营业利润率 | -2.5% | 2.2% |
| 净利率 | -1.9% | — |
| 营收同比 | 7.3% | 2.6% |
| 净利润同比 | -1.7% | — |
| 每股收益（稀释后） | $-0.05 | $-0.02 |
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SFIXUTZ
| Q1 26 | — | $361.3M | ||
| Q4 25 | $342.1M | — | ||
| Q3 25 | $311.2M | — | ||
| Q2 25 | $325.0M | — | ||
| Q1 25 | $312.1M | — | ||
| Q4 24 | $318.8M | $341.0M | ||
| Q3 24 | $319.6M | $365.5M | ||
| Q2 24 | $322.7M | $356.2M |
净利润SFIXUTZ
| Q1 26 | — | — | ||
| Q4 25 | $-6.4M | — | ||
| Q3 25 | $-8.6M | — | ||
| Q2 25 | $-7.4M | — | ||
| Q1 25 | $-6.5M | — | ||
| Q4 24 | $-6.3M | $2.3M | ||
| Q3 24 | $-36.5M | $-2.2M | ||
| Q2 24 | $-21.3M | $19.8M |
毛利率SFIXUTZ
| Q1 26 | — | 25.4% | ||
| Q4 25 | 43.6% | — | ||
| Q3 25 | 43.6% | — | ||
| Q2 25 | 44.2% | — | ||
| Q1 25 | 44.5% | — | ||
| Q4 24 | 45.4% | 25.5% | ||
| Q3 24 | 44.6% | 26.9% | ||
| Q2 24 | 45.5% | 26.7% |
营业利润率SFIXUTZ
| Q1 26 | — | 2.2% | ||
| Q4 25 | -2.5% | — | ||
| Q3 25 | -3.6% | — | ||
| Q2 25 | -3.0% | — | ||
| Q1 25 | -2.9% | — | ||
| Q4 24 | -2.8% | 2.1% | ||
| Q3 24 | -13.1% | 5.3% | ||
| Q2 24 | -7.7% | 6.3% |
净利率SFIXUTZ
| Q1 26 | — | — | ||
| Q4 25 | -1.9% | — | ||
| Q3 25 | -2.8% | — | ||
| Q2 25 | -2.3% | — | ||
| Q1 25 | -2.1% | — | ||
| Q4 24 | -2.0% | 0.7% | ||
| Q3 24 | -11.4% | -0.6% | ||
| Q2 24 | -6.6% | 5.6% |
每股收益（稀释后）SFIXUTZ
| Q1 26 | — | $-0.02 | ||
| Q4 25 | $-0.05 | — | ||
| Q3 25 | $-0.06 | — | ||
| Q2 25 | $-0.06 | — | ||
| Q1 25 | $-0.05 | — | ||
| Q4 24 | $-0.05 | $0.04 | ||
| Q3 24 | $-0.29 | $-0.03 | ||
| Q2 24 | $-0.18 | $0.23 |
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 | $73.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $204.1M | $709.5M |
| 总资产 | $530.7M | $2.8B |
| 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SFIXUTZ
| Q1 26 | — | $73.7M | ||
| Q4 25 | $244.2M | — | ||
| Q3 25 | $234.9M | — | ||
| Q2 25 | $234.2M | — | ||
| Q1 25 | $219.1M | — | ||
| Q4 24 | $253.3M | $56.1M | ||
| Q3 24 | $247.0M | $64.9M | ||
| Q2 24 | $244.5M | $66.6M |
总债务SFIXUTZ
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $768.6M | ||
| Q3 24 | — | $780.8M | ||
| Q2 24 | — | $797.6M |
股东权益SFIXUTZ
| Q1 26 | — | $709.5M | ||
| Q4 25 | $204.1M | — | ||
| Q3 25 | $203.0M | — | ||
| Q2 25 | $200.4M | — | ||
| Q1 25 | $197.8M | — | ||
| Q4 24 | $190.5M | $696.9M | ||
| Q3 24 | $187.0M | $685.7M | ||
| Q2 24 | $208.9M | $686.0M |
总资产SFIXUTZ
| Q1 26 | — | $2.8B | ||
| Q4 25 | $530.7M | — | ||
| Q3 25 | $480.6M | — | ||
| Q2 25 | $484.7M | — | ||
| Q1 25 | $472.6M | — | ||
| Q4 24 | $507.1M | $2.7B | ||
| Q3 24 | $486.9M | $2.6B | ||
| Q2 24 | $537.0M | $2.7B |
负债/权益比SFIXUTZ
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.10× | ||
| Q3 24 | — | 1.14× | ||
| Q2 24 | — | 1.16× |
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 | $10.9M | $-12.2M |
| 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% | 3.8% |
| 现金转化率经营现金流/净利润 | — | — |
| 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SFIXUTZ
| Q1 26 | — | $-12.2M | ||
| Q4 25 | $10.9M | — | ||
| Q3 25 | $7.0M | — | ||
| Q2 25 | $20.5M | — | ||
| Q1 25 | $-16.2M | — | ||
| Q4 24 | $14.3M | $54.2M | ||
| Q3 24 | $8.2M | $52.2M | ||
| Q2 24 | $21.7M | $8.9M |
自由现金流SFIXUTZ
| Q1 26 | — | — | ||
| Q4 25 | $5.6M | — | ||
| Q3 25 | $2.8M | — | ||
| Q2 25 | $16.0M | — | ||
| Q1 25 | $-19.4M | — | ||
| Q4 24 | $9.9M | $16.5M | ||
| Q3 24 | $4.5M | $29.1M | ||
| Q2 24 | $18.9M | $-15.3M |
自由现金流率SFIXUTZ
| Q1 26 | — | — | ||
| Q4 25 | 1.6% | — | ||
| Q3 25 | 0.9% | — | ||
| Q2 25 | 4.9% | — | ||
| Q1 25 | -6.2% | — | ||
| Q4 24 | 3.1% | 4.8% | ||
| Q3 24 | 1.4% | 8.0% | ||
| Q2 24 | 5.9% | -4.3% |
资本支出强度SFIXUTZ
| Q1 26 | — | 3.8% | ||
| Q4 25 | 1.6% | — | ||
| Q3 25 | 1.4% | — | ||
| Q2 25 | 1.4% | — | ||
| Q1 25 | 1.0% | — | ||
| Q4 24 | 1.4% | 11.1% | ||
| Q3 24 | 1.2% | 6.3% | ||
| Q2 24 | 0.9% | 6.8% |
现金转化率SFIXUTZ
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 23.67× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.45× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
