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Stitch Fix, Inc.(SFIX)与WSFS FINANCIAL CORP(WSFS)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WSFS FINANCIAL CORP的1.2倍($342.1M vs $275.3M),WSFS FINANCIAL CORP净利率更高(31.5% vs -1.9%,领先33.4%),WSFS FINANCIAL CORP同比增速更快(7.5% vs 7.3%),过去两年Stitch Fix, Inc.的营收复合增速更高(1.8% vs 1.7%)
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。
WSFS金融集团是一家金融服务企业,核心子公司WSFS银行是总部位于特拉华州及大特拉华谷地区规模最大、经营历史最久的本地管理银行与财富管理机构。集团共运营115个网点,其中88个为银行网点,分布在宾夕法尼亚、特拉华、新泽西、佛罗里达、弗吉尼亚、内华达六州,提供全面金融服务。
SFIX vs WSFS — 直观对比
营收规模更大
SFIX
是对方的1.2倍
$275.3M
营收增速更快
WSFS
高出0.2%
7.3%
净利率更高
WSFS
高出33.4%
-1.9%
两年增速更快
SFIX
近两年复合增速
1.7%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $342.1M | $275.3M |
| 净利润 | $-6.4M | $86.8M |
| 毛利率 | 43.6% | — |
| 营业利润率 | -2.5% | — |
| 净利率 | -1.9% | 31.5% |
| 营收同比 | 7.3% | 7.5% |
| 净利润同比 | -1.7% | 31.7% |
| 每股收益(稀释后) | $-0.05 | $1.64 |
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
SFIX
WSFS
| Q1 26 | — | $275.3M | ||
| Q4 25 | $342.1M | $271.9M | ||
| Q3 25 | $311.2M | $270.5M | ||
| Q2 25 | $325.0M | $267.5M | ||
| Q1 25 | $312.1M | $256.1M | ||
| Q4 24 | $318.8M | $261.5M | ||
| Q3 24 | $319.6M | $267.7M | ||
| Q2 24 | $322.7M | $266.0M |
净利润
SFIX
WSFS
| Q1 26 | — | $86.8M | ||
| Q4 25 | $-6.4M | $72.7M | ||
| Q3 25 | $-8.6M | $76.4M | ||
| Q2 25 | $-7.4M | $72.3M | ||
| Q1 25 | $-6.5M | $65.9M | ||
| Q4 24 | $-6.3M | $64.2M | ||
| Q3 24 | $-36.5M | $64.4M | ||
| Q2 24 | $-21.3M | $69.3M |
毛利率
SFIX
WSFS
| 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
SFIX
WSFS
| Q1 26 | — | — | ||
| Q4 25 | -2.5% | 35.8% | ||
| Q3 25 | -3.6% | 37.3% | ||
| Q2 25 | -3.0% | 35.7% | ||
| Q1 25 | -2.9% | 34.0% | ||
| Q4 24 | -2.8% | 32.3% | ||
| Q3 24 | -13.1% | 31.9% | ||
| Q2 24 | -7.7% | 34.0% |
净利率
SFIX
WSFS
| Q1 26 | — | 31.5% | ||
| Q4 25 | -1.9% | 26.7% | ||
| Q3 25 | -2.8% | 28.3% | ||
| Q2 25 | -2.3% | 27.0% | ||
| Q1 25 | -2.1% | 25.7% | ||
| Q4 24 | -2.0% | 24.6% | ||
| Q3 24 | -11.4% | 24.1% | ||
| Q2 24 | -6.6% | 26.0% |
每股收益(稀释后)
SFIX
WSFS
| Q1 26 | — | $1.64 | ||
| Q4 25 | $-0.05 | $1.33 | ||
| Q3 25 | $-0.06 | $1.37 | ||
| Q2 25 | $-0.06 | $1.27 | ||
| Q1 25 | $-0.05 | $1.12 | ||
| Q4 24 | $-0.05 | $1.08 | ||
| Q3 24 | $-0.29 | $1.08 | ||
| Q2 24 | $-0.18 | $1.16 |
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 | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $204.1M | $2.7B |
| 总资产 | $530.7M | $22.1B |
| 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
SFIX
WSFS
| Q1 26 | — | — | ||
| Q4 25 | $244.2M | $1.7B | ||
| Q3 25 | $234.9M | — | ||
| Q2 25 | $234.2M | — | ||
| Q1 25 | $219.1M | — | ||
| Q4 24 | $253.3M | $1.2B | ||
| Q3 24 | $247.0M | — | ||
| Q2 24 | $244.5M | — |
股东权益
SFIX
WSFS
| Q1 26 | — | $2.7B | ||
| Q4 25 | $204.1M | $2.7B | ||
| Q3 25 | $203.0M | $2.8B | ||
| Q2 25 | $200.4M | $2.7B | ||
| Q1 25 | $197.8M | $2.7B | ||
| Q4 24 | $190.5M | $2.6B | ||
| Q3 24 | $187.0M | $2.7B | ||
| Q2 24 | $208.9M | $2.5B |
总资产
SFIX
WSFS
| Q1 26 | — | $22.1B | ||
| Q4 25 | $530.7M | $21.3B | ||
| Q3 25 | $480.6M | $20.8B | ||
| Q2 25 | $484.7M | $20.8B | ||
| Q1 25 | $472.6M | $20.5B | ||
| Q4 24 | $507.1M | $20.8B | ||
| Q3 24 | $486.9M | $20.9B | ||
| Q2 24 | $537.0M | $20.7B |
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
SFIX
WSFS
| Q1 26 | — | — | ||
| Q4 25 | $10.9M | $220.0M | ||
| Q3 25 | $7.0M | $121.5M | ||
| Q2 25 | $20.5M | $37.2M | ||
| Q1 25 | $-16.2M | $8.7M | ||
| Q4 24 | $14.3M | $219.9M | ||
| Q3 24 | $8.2M | $3.1M | ||
| Q2 24 | $21.7M | $44.8M |
自由现金流
SFIX
WSFS
| Q1 26 | — | — | ||
| Q4 25 | $5.6M | $213.6M | ||
| Q3 25 | $2.8M | $120.3M | ||
| Q2 25 | $16.0M | $35.2M | ||
| Q1 25 | $-19.4M | $6.3M | ||
| Q4 24 | $9.9M | $205.6M | ||
| Q3 24 | $4.5M | $-489.0K | ||
| Q2 24 | $18.9M | $42.1M |
自由现金流率
SFIX
WSFS
| Q1 26 | — | — | ||
| Q4 25 | 1.6% | 78.6% | ||
| Q3 25 | 0.9% | 44.5% | ||
| Q2 25 | 4.9% | 13.2% | ||
| Q1 25 | -6.2% | 2.5% | ||
| Q4 24 | 3.1% | 78.6% | ||
| Q3 24 | 1.4% | -0.2% | ||
| Q2 24 | 5.9% | 15.8% |
资本支出强度
SFIX
WSFS
| Q1 26 | — | — | ||
| Q4 25 | 1.6% | 2.3% | ||
| Q3 25 | 1.4% | 0.5% | ||
| Q2 25 | 1.4% | 0.7% | ||
| Q1 25 | 1.0% | 0.9% | ||
| Q4 24 | 1.4% | 5.5% | ||
| Q3 24 | 1.2% | 1.4% | ||
| Q2 24 | 0.9% | 1.0% |
现金转化率
SFIX
WSFS
| Q1 26 | — | — | ||
| Q4 25 | — | 3.03× | ||
| Q3 25 | — | 1.59× | ||
| Q2 25 | — | 0.51× | ||
| Q1 25 | — | 0.13× | ||
| Q4 24 | — | 3.43× | ||
| Q3 24 | — | 0.05× | ||
| Q2 24 | — | 0.65× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图