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Stitch Fix, Inc.（SFIX）与W. P. Carey Inc.（WPC）财务数据对比。点击上方公司名可切换其他公司
W. P. Carey Inc.的季度营收约是Stitch Fix, Inc.的1.3倍（$444.5M vs $342.1M），W. P. Carey Inc.净利率更高（33.4% vs -1.9%，领先35.2%），W. P. Carey Inc.同比增速更快（9.4% vs 7.3%），过去两年W. P. Carey Inc.的营收复合增速更高（6.8% vs 1.8%）
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。
W.P.凯里是一家房地产投资信托企业，主打投资以三净租赁模式租予单一租户的物业。公司注册地位于美国马里兰州，核心办公地点设在纽约市，深耕商业地产投资领域，拥有成熟的运营经验与优质的项目资源。
SFIX vs WPC — 直观对比
营收规模更大
WPC
是对方的1.3倍
$342.1M
营收增速更快
WPC
高出2.1%
7.3%
净利率更高
WPC
高出35.2%
-1.9%
两年增速更快
WPC
近两年复合增速
1.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $342.1M | $444.5M |
| 净利润 | $-6.4M | $148.3M |
| 毛利率 | 43.6% | — |
| 营业利润率 | -2.5% | 34.5% |
| 净利率 | -1.9% | 33.4% |
| 营收同比 | 7.3% | 9.4% |
| 净利润同比 | -1.7% | 215.4% |
| 每股收益（稀释后） | $-0.05 | — |
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SFIXWPC
| Q4 25 | $342.1M | $444.5M | ||
| Q3 25 | $311.2M | $431.3M | ||
| Q2 25 | $325.0M | $430.8M | ||
| Q1 25 | $312.1M | $409.9M | ||
| Q4 24 | $318.8M | $406.2M | ||
| Q3 24 | $319.6M | $397.4M | ||
| Q2 24 | $322.7M | $389.7M | ||
| Q1 24 | $330.4M | $389.8M |
净利润SFIXWPC
| Q4 25 | $-6.4M | $148.3M | ||
| Q3 25 | $-8.6M | $141.0M | ||
| Q2 25 | $-7.4M | $51.2M | ||
| Q1 25 | $-6.5M | $125.8M | ||
| Q4 24 | $-6.3M | $47.0M | ||
| Q3 24 | $-36.5M | $111.7M | ||
| Q2 24 | $-21.3M | $142.9M | ||
| Q1 24 | $-35.5M | $159.2M |
毛利率SFIXWPC
| 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SFIXWPC
| Q4 25 | -2.5% | 34.5% | ||
| Q3 25 | -3.6% | 34.7% | ||
| Q2 25 | -3.0% | 15.0% | ||
| Q1 25 | -2.9% | 33.5% | ||
| Q4 24 | -2.8% | 13.5% | ||
| Q3 24 | -13.1% | 30.4% | ||
| Q2 24 | -7.7% | 38.3% | ||
| Q1 24 | -11.5% | 43.0% |
净利率SFIXWPC
| Q4 25 | -1.9% | 33.4% | ||
| Q3 25 | -2.8% | 32.7% | ||
| Q2 25 | -2.3% | 11.9% | ||
| Q1 25 | -2.1% | 30.7% | ||
| Q4 24 | -2.0% | 11.6% | ||
| Q3 24 | -11.4% | 28.1% | ||
| Q2 24 | -6.6% | 36.7% | ||
| Q1 24 | -10.8% | 40.8% |
每股收益（稀释后）SFIXWPC
| Q4 25 | $-0.05 | — | ||
| Q3 25 | $-0.06 | — | ||
| Q2 25 | $-0.06 | — | ||
| Q1 25 | $-0.05 | — | ||
| Q4 24 | $-0.05 | — | ||
| Q3 24 | $-0.29 | — | ||
| Q2 24 | $-0.18 | — | ||
| Q1 24 | $-0.30 | — |
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 | $155.3M |
| 总债务越低越好 | — | $8.7B |
| 股东权益账面价值 | $204.1M | $8.1B |
| 总资产 | $530.7M | $18.0B |
| 负债/权益比越低杠杆越低 | — | 1.07× |
8季度趋势，按日历期对齐
现金及短期投资SFIXWPC
| Q4 25 | $244.2M | $155.3M | ||
| Q3 25 | $234.9M | $249.0M | ||
| Q2 25 | $234.2M | $244.8M | ||
| Q1 25 | $219.1M | $187.8M | ||
| Q4 24 | $253.3M | $640.4M | ||
| Q3 24 | $247.0M | $818.2M | ||
| Q2 24 | $244.5M | $1.1B | ||
| Q1 24 | $229.8M | $777.0M |
总债务SFIXWPC
| Q4 25 | — | $8.7B | ||
| Q3 25 | — | $8.7B | ||
| Q2 25 | — | $8.6B | ||
| Q1 25 | — | $7.9B | ||
| Q4 24 | — | $8.0B | ||
| Q3 24 | — | $8.0B | ||
| Q2 24 | — | $8.1B | ||
| Q1 24 | — | $7.9B |
股东权益SFIXWPC
| Q4 25 | $204.1M | $8.1B | ||
| Q3 25 | $203.0M | $8.2B | ||
| Q2 25 | $200.4M | $8.2B | ||
| Q1 25 | $197.8M | $8.4B | ||
| Q4 24 | $190.5M | $8.4B | ||
| Q3 24 | $187.0M | $8.6B | ||
| Q2 24 | $208.9M | $8.6B | ||
| Q1 24 | $213.3M | $8.7B |
总资产SFIXWPC
| Q4 25 | $530.7M | $18.0B | ||
| Q3 25 | $480.6M | $18.0B | ||
| Q2 25 | $484.7M | $18.0B | ||
| Q1 25 | $472.6M | $17.3B | ||
| Q4 24 | $507.1M | $17.5B | ||
| Q3 24 | $486.9M | $17.6B | ||
| Q2 24 | $537.0M | $17.8B | ||
| Q1 24 | $538.3M | $17.6B |
负债/权益比SFIXWPC
| Q4 25 | — | 1.07× | ||
| Q3 25 | — | 1.06× | ||
| Q2 25 | — | 1.05× | ||
| Q1 25 | — | 0.94× | ||
| Q4 24 | — | 0.95× | ||
| Q3 24 | — | 0.93× | ||
| Q2 24 | — | 0.94× | ||
| Q1 24 | — | 0.91× |
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 | $304.6M |
| 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 | — | 2.05× |
| 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SFIXWPC
| Q4 25 | $10.9M | $304.6M | ||
| Q3 25 | $7.0M | $300.5M | ||
| Q2 25 | $20.5M | $404.0M | ||
| Q1 25 | $-16.2M | $273.2M | ||
| Q4 24 | $14.3M | $296.3M | ||
| Q3 24 | $8.2M | $280.2M | ||
| Q2 24 | $21.7M | $221.0M | ||
| Q1 24 | $-22.3M | $1.0B |
自由现金流SFIXWPC
| 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SFIXWPC
| 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SFIXWPC
| 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SFIXWPC
| Q4 25 | — | 2.05× | ||
| Q3 25 | — | 2.13× | ||
| Q2 25 | — | 7.89× | ||
| Q1 25 | — | 2.17× | ||
| Q4 24 | — | 6.30× | ||
| Q3 24 | — | 2.51× | ||
| Q2 24 | — | 1.55× | ||
| Q1 24 | — | 6.50× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
