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Stitch Fix, Inc.（SFIX）与WillScot Holdings Corp（WSC）财务数据对比。点击上方公司名可切换其他公司
WillScot Holdings Corp的季度营收约是Stitch Fix, Inc.的1.7倍（$566.0M vs $342.1M），Stitch Fix, Inc.净利率更高（-1.9% vs -33.1%，领先31.2%），Stitch Fix, Inc.同比增速更快（7.3% vs -6.1%），WillScot Holdings Corp自由现金流更多（$149.7M vs $5.6M），过去两年Stitch Fix, Inc.的营收复合增速更高（1.8% 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。
WillScot Holdings Corp是北美领先的模块化空间及便携式存储服务供应商，服务覆盖建筑、商业开发、教育、医疗、政府项目、特殊活动等多个领域，为客户提供灵活可扩展的临时及半永久空间解决方案。
SFIX vs WSC — 直观对比
营收规模更大
WSC
是对方的1.7倍
$342.1M
营收增速更快
SFIX
高出13.4%
-6.1%
净利率更高
SFIX
高出31.2%
-33.1%
自由现金流更多
WSC
多$144.2M
$5.6M
两年增速更快
SFIX
近两年复合增速
-1.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $342.1M | $566.0M |
| 净利润 | $-6.4M | $-187.3M |
| 毛利率 | 43.6% | 50.4% |
| 营业利润率 | -2.5% | -32.5% |
| 净利率 | -1.9% | -33.1% |
| 营收同比 | 7.3% | -6.1% |
| 净利润同比 | -1.7% | -310.0% |
| 每股收益（稀释后） | $-0.05 | $-1.02 |
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SFIXWSC
| Q4 25 | $342.1M | $566.0M | ||
| Q3 25 | $311.2M | $566.8M | ||
| Q2 25 | $325.0M | $589.1M | ||
| Q1 25 | $312.1M | $559.6M | ||
| Q4 24 | $318.8M | $602.5M | ||
| Q3 24 | $319.6M | $601.4M | ||
| Q2 24 | $322.7M | $604.6M | ||
| Q1 24 | $330.4M | $587.2M |
净利润SFIXWSC
| Q4 25 | $-6.4M | $-187.3M | ||
| Q3 25 | $-8.6M | $43.3M | ||
| Q2 25 | $-7.4M | $47.9M | ||
| Q1 25 | $-6.5M | $43.1M | ||
| Q4 24 | $-6.3M | $89.2M | ||
| Q3 24 | $-36.5M | $-70.5M | ||
| Q2 24 | $-21.3M | $-46.9M | ||
| Q1 24 | $-35.5M | $56.2M |
毛利率SFIXWSC
| Q4 25 | 43.6% | 50.4% | ||
| Q3 25 | 43.6% | 49.7% | ||
| Q2 25 | 44.2% | 50.3% | ||
| Q1 25 | 44.5% | 53.7% | ||
| Q4 24 | 45.4% | 55.8% | ||
| Q3 24 | 44.6% | 53.5% | ||
| Q2 24 | 45.5% | 54.1% | ||
| Q1 24 | 43.4% | 54.0% |
营业利润率SFIXWSC
| Q4 25 | -2.5% | -32.5% | ||
| Q3 25 | -3.6% | 21.0% | ||
| Q2 25 | -3.0% | 21.5% | ||
| Q1 25 | -2.9% | 21.3% | ||
| Q4 24 | -2.8% | 28.9% | ||
| Q3 24 | -13.1% | -5.9% | ||
| Q2 24 | -7.7% | -0.9% | ||
| Q1 24 | -11.5% | 22.1% |
净利率SFIXWSC
| Q4 25 | -1.9% | -33.1% | ||
| Q3 25 | -2.8% | 7.6% | ||
| Q2 25 | -2.3% | 8.1% | ||
| Q1 25 | -2.1% | 7.7% | ||
| Q4 24 | -2.0% | 14.8% | ||
| Q3 24 | -11.4% | -11.7% | ||
| Q2 24 | -6.6% | -7.7% | ||
| Q1 24 | -10.8% | 9.6% |
每股收益（稀释后）SFIXWSC
| Q4 25 | $-0.05 | $-1.02 | ||
| Q3 25 | $-0.06 | $0.24 | ||
| Q2 25 | $-0.06 | $0.26 | ||
| Q1 25 | $-0.05 | $0.23 | ||
| Q4 24 | $-0.05 | $0.48 | ||
| Q3 24 | $-0.29 | $-0.37 | ||
| Q2 24 | $-0.18 | $-0.25 | ||
| Q1 24 | $-0.30 | $0.29 |
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 | $14.6M |
| 总债务越低越好 | — | $3.6B |
| 股东权益账面价值 | $204.1M | $856.3M |
| 总资产 | $530.7M | $5.8B |
| 负债/权益比越低杠杆越低 | — | 4.15× |
8季度趋势，按日历期对齐
现金及短期投资SFIXWSC
| Q4 25 | $244.2M | $14.6M | ||
| Q3 25 | $234.9M | $14.8M | ||
| Q2 25 | $234.2M | $12.8M | ||
| Q1 25 | $219.1M | $10.7M | ||
| Q4 24 | $253.3M | $9.0M | ||
| Q3 24 | $247.0M | $11.0M | ||
| Q2 24 | $244.5M | $5.9M | ||
| Q1 24 | $229.8M | $13.1M |
总债务SFIXWSC
| Q4 25 | — | $3.6B | ||
| Q3 25 | — | $3.6B | ||
| Q2 25 | — | $3.7B | ||
| Q1 25 | — | $3.6B | ||
| Q4 24 | — | $3.7B | ||
| Q3 24 | — | $3.6B | ||
| Q2 24 | — | $3.5B | ||
| Q1 24 | — | $3.5B |
股东权益SFIXWSC
| Q4 25 | $204.1M | $856.3M | ||
| Q3 25 | $203.0M | $1.1B | ||
| Q2 25 | $200.4M | $1.0B | ||
| Q1 25 | $197.8M | $1.0B | ||
| Q4 24 | $190.5M | $1.0B | ||
| Q3 24 | $187.0M | $1.1B | ||
| Q2 24 | $208.9M | $1.2B | ||
| Q1 24 | $213.3M | $1.3B |
总资产SFIXWSC
| Q4 25 | $530.7M | $5.8B | ||
| Q3 25 | $480.6M | $6.1B | ||
| Q2 25 | $484.7M | $6.1B | ||
| Q1 25 | $472.6M | $6.0B | ||
| Q4 24 | $507.1M | $6.0B | ||
| Q3 24 | $486.9M | $6.0B | ||
| Q2 24 | $537.0M | $6.0B | ||
| Q1 24 | $538.3M | $6.2B |
负债/权益比SFIXWSC
| Q4 25 | — | 4.15× | ||
| Q3 25 | — | 3.39× | ||
| Q2 25 | — | 3.55× | ||
| Q1 25 | — | 3.56× | ||
| Q4 24 | — | 3.62× | ||
| Q3 24 | — | 3.42× | ||
| Q2 24 | — | 2.88× | ||
| Q1 24 | — | 2.63× |
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 | $158.9M |
| 自由现金流经营现金流 - 资本支出 | $5.6M | $149.7M |
| 自由现金流率自由现金流/营收 | 1.6% | 26.5% |
| 资本支出强度资本支出/营收 | 1.6% | 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 | $737.7M |
8季度趋势，按日历期对齐
经营现金流SFIXWSC
| Q4 25 | $10.9M | $158.9M | ||
| Q3 25 | $7.0M | $191.2M | ||
| Q2 25 | $20.5M | $205.3M | ||
| Q1 25 | $-16.2M | $206.6M | ||
| Q4 24 | $14.3M | $178.9M | ||
| Q3 24 | $8.2M | $-1.6M | ||
| Q2 24 | $21.7M | $175.6M | ||
| Q1 24 | $-22.3M | $208.7M |
自由现金流SFIXWSC
| Q4 25 | $5.6M | $149.7M | ||
| Q3 25 | $2.8M | $186.9M | ||
| Q2 25 | $16.0M | $199.0M | ||
| Q1 25 | $-19.4M | $202.0M | ||
| Q4 24 | $9.9M | $176.6M | ||
| Q3 24 | $4.5M | $-4.9M | ||
| Q2 24 | $18.9M | $169.4M | ||
| Q1 24 | $-26.1M | $202.1M |
自由现金流率SFIXWSC
| Q4 25 | 1.6% | 26.5% | ||
| Q3 25 | 0.9% | 33.0% | ||
| Q2 25 | 4.9% | 33.8% | ||
| Q1 25 | -6.2% | 36.1% | ||
| Q4 24 | 3.1% | 29.3% | ||
| Q3 24 | 1.4% | -0.8% | ||
| Q2 24 | 5.9% | 28.0% | ||
| Q1 24 | -7.9% | 34.4% |
资本支出强度SFIXWSC
| Q4 25 | 1.6% | 1.6% | ||
| Q3 25 | 1.4% | 0.7% | ||
| Q2 25 | 1.4% | 1.1% | ||
| Q1 25 | 1.0% | 0.8% | ||
| Q4 24 | 1.4% | 0.4% | ||
| Q3 24 | 1.2% | 0.6% | ||
| Q2 24 | 0.9% | 1.0% | ||
| Q1 24 | 1.1% | 1.1% |
现金转化率SFIXWSC
| Q4 25 | — | — | ||
| Q3 25 | — | 4.41× | ||
| Q2 25 | — | 4.28× | ||
| Q1 25 | — | 4.80× | ||
| Q4 24 | — | 2.01× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 3.71× |
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
WSC
| Modular Space Leasing | $249.8M | 44% |
| Value Added Product And Services | $101.0M | 18% |
| Portable Storage Leasing | $83.0M | 15% |
| Delivery Revenue | $48.2M | 9% |
| Installation Revenue | $45.0M | 8% |
| Rental Units | $19.7M | 3% |
| New Units | $15.5M | 3% |
| Value Added Services | $10.3M | 2% |
| Other Leasing Related Products And Services | $3.8M | 1% |
