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Stitch Fix, Inc.（SFIX）与VERRA MOBILITY Corp（VRRM）财务数据对比。点击上方公司名可切换其他公司
Stitch Fix, Inc.的季度营收约是VERRA MOBILITY Corp的1.5倍（$342.1M vs $223.6M），VERRA MOBILITY Corp净利率更高（12.0% vs -1.9%，领先13.8%），Stitch Fix, Inc.同比增速更快（7.3% vs 0.1%），VERRA MOBILITY Corp自由现金流更多（$9.6M vs $5.6M），过去两年Stitch Fix, Inc.的营收复合增速更高（1.8% vs 0.3%）
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。
Verra Mobility Corp是全球领先的智慧出行技术解决方案提供商，业务涵盖收费管理、停车与交通合规执法、车联网服务及车队管理工具，服务对象包括政府交通部门、租车运营商、商业车队所有者及汽车行业合作伙伴，覆盖北美、欧洲及亚太市场。
SFIX vs VRRM — 直观对比
营收规模更大
SFIX
是对方的1.5倍
$223.6M
营收增速更快
SFIX
高出7.2%
0.1%
净利率更高
VRRM
高出13.8%
-1.9%
自由现金流更多
VRRM
多$4.1M
$5.6M
两年增速更快
SFIX
近两年复合增速
0.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $342.1M | $223.6M |
| 净利润 | $-6.4M | $26.7M |
| 毛利率 | 43.6% | — |
| 营业利润率 | -2.5% | 23.2% |
| 净利率 | -1.9% | 12.0% |
| 营收同比 | 7.3% | 0.1% |
| 净利润同比 | -1.7% | -17.3% |
| 每股收益（稀释后） | $-0.05 | $0.17 |
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SFIXVRRM
| Q1 26 | — | $223.6M | ||
| Q4 25 | $342.1M | $257.9M | ||
| Q3 25 | $311.2M | $261.9M | ||
| Q2 25 | $325.0M | $236.0M | ||
| Q1 25 | $312.1M | $223.3M | ||
| Q4 24 | $318.8M | $221.5M | ||
| Q3 24 | $319.6M | $225.6M | ||
| Q2 24 | $322.7M | $222.4M |
净利润SFIXVRRM
| Q1 26 | — | $26.7M | ||
| Q4 25 | $-6.4M | $18.9M | ||
| Q3 25 | $-8.6M | $46.8M | ||
| Q2 25 | $-7.4M | $38.6M | ||
| Q1 25 | $-6.5M | $32.3M | ||
| Q4 24 | $-6.3M | $-66.7M | ||
| Q3 24 | $-36.5M | $34.7M | ||
| Q2 24 | $-21.3M | $34.2M |
毛利率SFIXVRRM
| Q1 26 | — | — | ||
| 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% | — |
营业利润率SFIXVRRM
| Q1 26 | — | 23.2% | ||
| Q4 25 | -2.5% | 16.7% | ||
| Q3 25 | -3.6% | 28.6% | ||
| Q2 25 | -3.0% | 26.8% | ||
| Q1 25 | -2.9% | 25.7% | ||
| Q4 24 | -2.8% | -19.6% | ||
| Q3 24 | -13.1% | 28.3% | ||
| Q2 24 | -7.7% | 27.5% |
净利率SFIXVRRM
| Q1 26 | — | 12.0% | ||
| Q4 25 | -1.9% | 7.3% | ||
| Q3 25 | -2.8% | 17.9% | ||
| Q2 25 | -2.3% | 16.3% | ||
| Q1 25 | -2.1% | 14.5% | ||
| Q4 24 | -2.0% | -30.1% | ||
| Q3 24 | -11.4% | 15.4% | ||
| Q2 24 | -6.6% | 15.4% |
每股收益（稀释后）SFIXVRRM
| Q1 26 | — | $0.17 | ||
| Q4 25 | $-0.05 | $0.12 | ||
| Q3 25 | $-0.06 | $0.29 | ||
| Q2 25 | $-0.06 | $0.24 | ||
| Q1 25 | $-0.05 | $0.20 | ||
| Q4 24 | $-0.05 | $-0.39 | ||
| Q3 24 | $-0.29 | $0.21 | ||
| Q2 24 | $-0.18 | $0.20 |
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 | $46.9M |
| 总债务越低越好 | — | $34.1M |
| 股东权益账面价值 | $204.1M | $272.0M |
| 总资产 | $530.7M | $1.7B |
| 负债/权益比越低杠杆越低 | — | 0.13× |
8季度趋势，按日历期对齐
现金及短期投资SFIXVRRM
| Q1 26 | — | $46.9M | ||
| Q4 25 | $244.2M | $65.3M | ||
| Q3 25 | $234.9M | $196.1M | ||
| Q2 25 | $234.2M | $147.7M | ||
| Q1 25 | $219.1M | $108.5M | ||
| Q4 24 | $253.3M | $77.6M | ||
| Q3 24 | $247.0M | $206.1M | ||
| Q2 24 | $244.5M | $122.0M |
总债务SFIXVRRM
| Q1 26 | — | $34.1M | ||
| Q4 25 | — | $1.0B | ||
| Q3 25 | — | $1.0B | ||
| Q2 25 | — | $1.0B | ||
| Q1 25 | — | $1.0B | ||
| Q4 24 | — | $1.0B | ||
| Q3 24 | — | $1.0B | ||
| Q2 24 | — | $1.0B |
股东权益SFIXVRRM
| Q1 26 | — | $272.0M | ||
| Q4 25 | $204.1M | $293.0M | ||
| Q3 25 | $203.0M | $403.1M | ||
| Q2 25 | $200.4M | $352.1M | ||
| Q1 25 | $197.8M | $299.6M | ||
| Q4 24 | $190.5M | $265.1M | ||
| Q3 24 | $187.0M | $486.5M | ||
| Q2 24 | $208.9M | $438.6M |
总资产SFIXVRRM
| Q1 26 | — | $1.7B | ||
| Q4 25 | $530.7M | $1.6B | ||
| Q3 25 | $480.6M | $1.8B | ||
| Q2 25 | $484.7M | $1.7B | ||
| Q1 25 | $472.6M | $1.6B | ||
| Q4 24 | $507.1M | $1.6B | ||
| Q3 24 | $486.9M | $1.9B | ||
| Q2 24 | $537.0M | $1.8B |
负债/权益比SFIXVRRM
| Q1 26 | — | 0.13× | ||
| Q4 25 | — | 3.51× | ||
| Q3 25 | — | 2.55× | ||
| Q2 25 | — | 2.93× | ||
| Q1 25 | — | 3.45× | ||
| Q4 24 | — | 3.90× | ||
| Q3 24 | — | 2.13× | ||
| Q2 24 | — | 2.36× |
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 | $40.8M |
| 自由现金流经营现金流 - 资本支出 | $5.6M | $9.6M |
| 自由现金流率自由现金流/营收 | 1.6% | 4.3% |
| 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 | — | 1.53× |
| 过去12个月自由现金流最近4个季度 | $4.9M | $104.6M |
8季度趋势，按日历期对齐
经营现金流SFIXVRRM
| Q1 26 | — | $40.8M | ||
| Q4 25 | $10.9M | $40.0M | ||
| Q3 25 | $7.0M | $77.7M | ||
| Q2 25 | $20.5M | $75.1M | ||
| Q1 25 | $-16.2M | $63.0M | ||
| Q4 24 | $14.3M | $40.5M | ||
| Q3 24 | $8.2M | $108.8M | ||
| Q2 24 | $21.7M | $40.0M |
自由现金流SFIXVRRM
| Q1 26 | — | $9.6M | ||
| Q4 25 | $5.6M | $5.7M | ||
| Q3 25 | $2.8M | $49.0M | ||
| Q2 25 | $16.0M | $40.3M | ||
| Q1 25 | $-19.4M | $41.7M | ||
| Q4 24 | $9.9M | $21.6M | ||
| Q3 24 | $4.5M | $85.1M | ||
| Q2 24 | $18.9M | $26.0M |
自由现金流率SFIXVRRM
| Q1 26 | — | 4.3% | ||
| Q4 25 | 1.6% | 2.2% | ||
| Q3 25 | 0.9% | 18.7% | ||
| Q2 25 | 4.9% | 17.1% | ||
| Q1 25 | -6.2% | 18.7% | ||
| Q4 24 | 3.1% | 9.8% | ||
| Q3 24 | 1.4% | 37.7% | ||
| Q2 24 | 5.9% | 11.7% |
资本支出强度SFIXVRRM
| Q1 26 | — | — | ||
| Q4 25 | 1.6% | 13.3% | ||
| Q3 25 | 1.4% | 11.0% | ||
| Q2 25 | 1.4% | 14.8% | ||
| Q1 25 | 1.0% | 9.5% | ||
| Q4 24 | 1.4% | 8.5% | ||
| Q3 24 | 1.2% | 10.5% | ||
| Q2 24 | 0.9% | 6.3% |
现金转化率SFIXVRRM
| Q1 26 | — | 1.53× | ||
| Q4 25 | — | 2.12× | ||
| Q3 25 | — | 1.66× | ||
| Q2 25 | — | 1.95× | ||
| Q1 25 | — | 1.95× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 3.13× | ||
| Q2 24 | — | 1.17× |
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
VRRM
| Government Solutions segment generated total | $105.3M | 47% |
| Commercial Services segment generated total | $97.8M | 44% |
| Parking Solutions segment generated total | $20.4M | 9% |
