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Stitch Fix, Inc.（SFIX）与VIRTUS INVESTMENT PARTNERS, INC.（VRTS）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VIRTUS INVESTMENT PARTNERS, INC.的1.7倍（$342.1M vs $199.5M），VIRTUS INVESTMENT PARTNERS, INC.净利率更高（3.6% vs -1.9%，领先5.4%），Stitch Fix, Inc.同比增速更快（7.3% vs -4.1%），过去两年Stitch Fix, Inc.的营收复合增速更高（1.8% vs -5.7%）
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。
Virtus Investment Partners是一家美国多管理人资产管理企业，旗下汇集多家具备独立投资流程与自有品牌的关联投资管理人，同时也提供非关联子投资顾问服务，为客户提供多元化的资产管理解决方案。
SFIX vs VRTS — 直观对比
营收规模更大
SFIX
是对方的1.7倍
$199.5M
营收增速更快
SFIX
高出11.4%
-4.1%
净利率更高
VRTS
高出5.4%
-1.9%
两年增速更快
SFIX
近两年复合增速
-5.7%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $342.1M | $199.5M |
| 净利润 | $-6.4M | $7.1M |
| 毛利率 | 43.6% | — |
| 营业利润率 | -2.5% | 7.7% |
| 净利率 | -1.9% | 3.6% |
| 营收同比 | 7.3% | -4.1% |
| 净利润同比 | -1.7% | -78.1% |
| 每股收益（稀释后） | $-0.05 | $1.05 |
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SFIXVRTS
| Q1 26 | — | $199.5M | ||
| Q4 25 | $342.1M | $208.0M | ||
| Q3 25 | $311.2M | $216.4M | ||
| Q2 25 | $325.0M | $210.5M | ||
| Q1 25 | $312.1M | $217.9M | ||
| Q4 24 | $318.8M | $233.5M | ||
| Q3 24 | $319.6M | $227.0M | ||
| Q2 24 | $322.7M | $224.4M |
净利润SFIXVRTS
| Q1 26 | — | $7.1M | ||
| Q4 25 | $-6.4M | $33.9M | ||
| Q3 25 | $-8.6M | $31.3M | ||
| Q2 25 | $-7.4M | $42.7M | ||
| Q1 25 | $-6.5M | $28.1M | ||
| Q4 24 | $-6.3M | $39.5M | ||
| Q3 24 | $-36.5M | $49.1M | ||
| Q2 24 | $-21.3M | $26.0M |
毛利率SFIXVRTS
| 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SFIXVRTS
| Q1 26 | — | 7.7% | ||
| Q4 25 | -2.5% | 19.1% | ||
| Q3 25 | -3.6% | 21.7% | ||
| Q2 25 | -3.0% | 21.5% | ||
| Q1 25 | -2.9% | 16.8% | ||
| Q4 24 | -2.8% | 21.7% | ||
| Q3 24 | -13.1% | 24.3% | ||
| Q2 24 | -7.7% | 19.7% |
净利率SFIXVRTS
| Q1 26 | — | 3.6% | ||
| Q4 25 | -1.9% | 16.3% | ||
| Q3 25 | -2.8% | 14.5% | ||
| Q2 25 | -2.3% | 20.3% | ||
| Q1 25 | -2.1% | 12.9% | ||
| Q4 24 | -2.0% | 16.9% | ||
| Q3 24 | -11.4% | 21.6% | ||
| Q2 24 | -6.6% | 11.6% |
每股收益（稀释后）SFIXVRTS
| Q1 26 | — | $1.05 | ||
| Q4 25 | $-0.05 | $5.15 | ||
| Q3 25 | $-0.06 | $4.65 | ||
| Q2 25 | $-0.06 | $6.12 | ||
| Q1 25 | $-0.05 | $4.05 | ||
| Q4 24 | $-0.05 | $4.65 | ||
| Q3 24 | $-0.29 | $5.71 | ||
| Q2 24 | $-0.18 | $2.43 |
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 | $136.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $204.1M | $93.6B |
| 总资产 | $530.7M | — |
| 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SFIXVRTS
| Q1 26 | — | $136.6M | ||
| Q4 25 | $244.2M | — | ||
| Q3 25 | $234.9M | — | ||
| Q2 25 | $234.2M | — | ||
| Q1 25 | $219.1M | — | ||
| Q4 24 | $253.3M | — | ||
| Q3 24 | $247.0M | — | ||
| Q2 24 | $244.5M | — |
总债务SFIXVRTS
| Q1 26 | — | — | ||
| Q4 25 | — | $390.0M | ||
| Q3 25 | — | $390.6M | ||
| Q2 25 | — | $231.3M | ||
| Q1 25 | — | $231.7M | ||
| Q4 24 | — | $232.1M | ||
| Q3 24 | — | $237.5M | ||
| Q2 24 | — | $247.6M |
股东权益SFIXVRTS
| Q1 26 | — | $93.6B | ||
| Q4 25 | $204.1M | $934.0M | ||
| Q3 25 | $203.0M | $918.7M | ||
| Q2 25 | $200.4M | $896.4M | ||
| Q1 25 | $197.8M | $893.7M | ||
| Q4 24 | $190.5M | $897.5M | ||
| Q3 24 | $187.0M | $889.0M | ||
| Q2 24 | $208.9M | $868.7M |
总资产SFIXVRTS
| Q1 26 | — | — | ||
| Q4 25 | $530.7M | $4.3B | ||
| Q3 25 | $480.6M | $3.9B | ||
| Q2 25 | $484.7M | $3.7B | ||
| Q1 25 | $472.6M | $3.7B | ||
| Q4 24 | $507.1M | $4.0B | ||
| Q3 24 | $486.9M | $3.6B | ||
| Q2 24 | $537.0M | $3.6B |
负债/权益比SFIXVRTS
| Q1 26 | — | — | ||
| Q4 25 | — | 0.42× | ||
| Q3 25 | — | 0.43× | ||
| Q2 25 | — | 0.26× | ||
| Q1 25 | — | 0.26× | ||
| Q4 24 | — | 0.26× | ||
| Q3 24 | — | 0.27× | ||
| Q2 24 | — | 0.29× |
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 | — |
| 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 | — | — |
| 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SFIXVRTS
| Q1 26 | — | — | ||
| Q4 25 | $10.9M | $-67.2M | ||
| Q3 25 | $7.0M | $108.3M | ||
| Q2 25 | $20.5M | $75.8M | ||
| Q1 25 | $-16.2M | $-3.8M | ||
| Q4 24 | $14.3M | $1.8M | ||
| Q3 24 | $8.2M | $69.1M | ||
| Q2 24 | $21.7M | $70.0M |
自由现金流SFIXVRTS
| Q1 26 | — | — | ||
| Q4 25 | $5.6M | $-74.1M | ||
| Q3 25 | $2.8M | $106.9M | ||
| Q2 25 | $16.0M | $74.2M | ||
| Q1 25 | $-19.4M | $-6.8M | ||
| Q4 24 | $9.9M | $-3.8M | ||
| Q3 24 | $4.5M | $68.7M | ||
| Q2 24 | $18.9M | $68.6M |
自由现金流率SFIXVRTS
| Q1 26 | — | — | ||
| Q4 25 | 1.6% | -35.6% | ||
| Q3 25 | 0.9% | 49.4% | ||
| Q2 25 | 4.9% | 35.2% | ||
| Q1 25 | -6.2% | -3.1% | ||
| Q4 24 | 3.1% | -1.6% | ||
| Q3 24 | 1.4% | 30.3% | ||
| Q2 24 | 5.9% | 30.6% |
资本支出强度SFIXVRTS
| Q1 26 | — | — | ||
| Q4 25 | 1.6% | 3.3% | ||
| Q3 25 | 1.4% | 0.7% | ||
| Q2 25 | 1.4% | 0.7% | ||
| Q1 25 | 1.0% | 1.4% | ||
| Q4 24 | 1.4% | 2.4% | ||
| Q3 24 | 1.2% | 0.2% | ||
| Q2 24 | 0.9% | 0.6% |
现金转化率SFIXVRTS
| Q1 26 | — | — | ||
| Q4 25 | — | -1.99× | ||
| Q3 25 | — | 3.45× | ||
| Q2 25 | — | 1.77× | ||
| Q1 25 | — | -0.13× | ||
| Q4 24 | — | 0.04× | ||
| Q3 24 | — | 1.41× | ||
| Q2 24 | — | 2.69× |
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
VRTS
| Investment management fees | $169.1M | 85% |
| Administration and shareholder service fees | $17.3M | 9% |
| Distribution and service fees | $11.6M | 6% |
