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SIMMONS FIRST NATIONAL CORP（SFNC）与世纪互联（VNET）财务数据对比。点击上方公司名可切换其他公司
世纪互联的季度营收约是SIMMONS FIRST NATIONAL CORP的1.8倍（$362.7M vs $197.3M），SIMMONS FIRST NATIONAL CORP自由现金流更多（$411.4M vs $-193.1M），过去两年世纪互联的营收复合增速更高（17.4% vs 0.6%）
西蒙斯第一国民公司是一家银行控股企业，旗下核心子公司西蒙斯银行的业务覆盖阿肯色州、堪萨斯州、密苏里州、俄克拉荷马州、田纳西州及得克萨斯州，为当地客户提供各类银行相关金融服务。
VNET Group即世纪互联，是中国领先的第三方中立数据中心服务商，提供机柜托管、云基础设施、混合云部署及网络管理等解决方案，服务覆盖科技、金融、零售等多领域企业客户，为企业数字化运营提供稳定的算力与网络支撑。
SFNC vs VNET — 直观对比
营收规模更大
VNET
是对方的1.8倍
$197.3M
自由现金流更多
SFNC
多$604.4M
$-193.1M
两年增速更快
VNET
近两年复合增速
0.6%
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $197.3M | $362.7M |
| 净利润 | — | $-38.7M |
| 毛利率 | — | 20.9% |
| 营业利润率 | — | 0.5% |
| 净利率 | — | -10.7% |
| 营收同比 | 19.6% | — |
| 净利润同比 | — | — |
| 每股收益（稀释后） | $0.36 | — |
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SFNCVNET
| Q4 25 | $197.3M | — | ||
| Q3 25 | $186.7M | $362.7M | ||
| Q2 25 | $214.2M | — | ||
| Q1 25 | $209.6M | $309.5M | ||
| Q4 24 | $208.5M | — | ||
| Q3 24 | $174.8M | $302.2M | ||
| Q2 24 | $197.2M | $274.4M | ||
| Q1 24 | $195.1M | $262.9M |
净利润SFNCVNET
| Q4 25 | — | — | ||
| Q3 25 | $-562.8M | $-38.7M | ||
| Q2 25 | $54.8M | — | ||
| Q1 25 | $32.4M | $-2.4M | ||
| Q4 24 | — | — | ||
| Q3 24 | $24.7M | $-2.1M | ||
| Q2 24 | $40.8M | $-1.1M | ||
| Q1 24 | $38.9M | $-22.0M |
毛利率SFNCVNET
| Q4 25 | — | — | ||
| Q3 25 | — | 20.9% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 25.2% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 23.2% | ||
| Q2 24 | — | 21.3% | ||
| Q1 24 | — | 21.6% |
营业利润率SFNCVNET
| Q4 25 | — | — | ||
| Q3 25 | — | 0.5% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 0.1% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 24.5% | ||
| Q2 24 | — | 0.2% | ||
| Q1 24 | — | 0.2% |
净利率SFNCVNET
| Q4 25 | — | — | ||
| Q3 25 | -301.5% | -10.7% | ||
| Q2 25 | 25.6% | — | ||
| Q1 25 | 15.5% | -0.8% | ||
| Q4 24 | — | — | ||
| Q3 24 | 14.1% | -0.7% | ||
| Q2 24 | 20.7% | -0.4% | ||
| Q1 24 | 19.9% | -8.4% |
每股收益（稀释后）SFNCVNET
| Q4 25 | $0.36 | — | ||
| Q3 25 | $-4.00 | — | ||
| Q2 25 | $0.43 | — | ||
| Q1 25 | $0.26 | — | ||
| Q4 24 | $0.38 | — | ||
| Q3 24 | $0.20 | — | ||
| Q2 24 | $0.32 | — | ||
| Q1 24 | $0.31 | — |
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 | — | $492.1M |
| 总债务越低越好 | $620.0M | — |
| 股东权益账面价值 | $3.4B | $890.8M |
| 总资产 | $24.5B | $6.1B |
| 负债/权益比越低杠杆越低 | 0.18× | — |
8季度趋势，按日历期对齐
现金及短期投资SFNCVNET
| Q4 25 | — | — | ||
| Q3 25 | — | $492.1M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $544.3M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $219.5M | ||
| Q2 24 | — | $247.2M | ||
| Q1 24 | — | $246.9M |
总债务SFNCVNET
| Q4 25 | $620.0M | — | ||
| Q3 25 | $667.8M | — | ||
| Q2 25 | $1.0B | — | ||
| Q1 25 | $1.3B | — | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $1.4B | $1.2B | ||
| Q2 24 | $1.7B | — | ||
| Q1 24 | $1.2B | — |
股东权益SFNCVNET
| Q4 25 | $3.4B | — | ||
| Q3 25 | $3.4B | $890.8M | ||
| Q2 25 | $3.5B | — | ||
| Q1 25 | $3.5B | $927.8M | ||
| Q4 24 | $3.5B | — | ||
| Q3 24 | $3.5B | $902.9M | ||
| Q2 24 | $3.5B | $900.6M | ||
| Q1 24 | $3.4B | $895.1M |
总资产SFNCVNET
| Q4 25 | $24.5B | — | ||
| Q3 25 | $24.2B | $6.1B | ||
| Q2 25 | $26.7B | — | ||
| Q1 25 | $26.8B | $5.4B | ||
| Q4 24 | $26.9B | — | ||
| Q3 24 | $27.3B | $4.3B | ||
| Q2 24 | $27.4B | $4.0B | ||
| Q1 24 | $27.4B | $3.9B |
负债/权益比SFNCVNET
| Q4 25 | 0.18× | — | ||
| Q3 25 | 0.20× | — | ||
| Q2 25 | 0.28× | — | ||
| Q1 25 | 0.35× | — | ||
| Q4 24 | 0.32× | — | ||
| Q3 24 | 0.40× | 1.28× | ||
| Q2 24 | 0.50× | — | ||
| Q1 24 | 0.36× | — |
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 | $449.5M | $113.8M |
| 自由现金流经营现金流 - 资本支出 | $411.4M | $-193.1M |
| 自由现金流率自由现金流/营收 | 208.5% | -53.2% |
| 资本支出强度资本支出/营收 | 19.3% | 84.6% |
| 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 | $717.0M | $-589.7M |
8季度趋势，按日历期对齐
经营现金流SFNCVNET
| Q4 25 | $449.5M | — | ||
| Q3 25 | $223.4M | $113.8M | ||
| Q2 25 | $77.6M | — | ||
| Q1 25 | $32.8M | $27.0M | ||
| Q4 24 | $425.9M | — | ||
| Q3 24 | $199.4M | $108.3M | ||
| Q2 24 | $86.1M | $55.8M | ||
| Q1 24 | $57.6M | $37.1M |
自由现金流SFNCVNET
| Q4 25 | $411.4M | — | ||
| Q3 25 | $216.7M | $-193.1M | ||
| Q2 25 | $66.3M | — | ||
| Q1 25 | $22.6M | $-220.0M | ||
| Q4 24 | $380.4M | — | ||
| Q3 24 | $187.7M | $-95.0M | ||
| Q2 24 | $72.7M | $-81.6M | ||
| Q1 24 | $47.7M | $-102.2M |
自由现金流率SFNCVNET
| Q4 25 | 208.5% | — | ||
| Q3 25 | 116.1% | -53.2% | ||
| Q2 25 | 31.0% | — | ||
| Q1 25 | 10.8% | -71.1% | ||
| Q4 24 | 182.5% | — | ||
| Q3 24 | 107.4% | -31.4% | ||
| Q2 24 | 36.9% | -29.8% | ||
| Q1 24 | 24.5% | -38.9% |
资本支出强度SFNCVNET
| Q4 25 | 19.3% | — | ||
| Q3 25 | 3.6% | 84.6% | ||
| Q2 25 | 5.3% | — | ||
| Q1 25 | 4.8% | 79.8% | ||
| Q4 24 | 21.8% | — | ||
| Q3 24 | 6.7% | 67.3% | ||
| Q2 24 | 6.8% | 50.1% | ||
| Q1 24 | 5.0% | 53.0% |
现金转化率SFNCVNET
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 1.42× | — | ||
| Q1 25 | 1.01× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 8.06× | — | ||
| Q2 24 | 2.11× | — | ||
| Q1 24 | 1.48× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
