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Sylvamo Corp（SLVM）与VinFast Auto Ltd.（VFS）财务数据对比。点击上方公司名可切换其他公司
Sylvamo Corp的季度营收约是VinFast Auto Ltd.的1.2倍（$890.0M vs $718.6M），Sylvamo Corp净利率更高（3.7% vs -2.8%，领先6.5%）
西尔瓦莫公司是全球领先的可持续纸浆与纸品生产商，核心产品包括非涂布印刷纸、包装纸及商用纸浆，业务覆盖北美、欧洲、拉美地区，服务办公耗材、出版、商业印刷、包装等多个领域。
VinFast Auto Ltd.是越南跨国汽车企业，由越南最大私营综合企业集团之一Vingroup创立。Vingroup由越南知名企业家潘日旺创办，业务覆盖地产、零售、医疗、科技等多个领域，是越南本土头部企业集团。
SLVM vs VFS — 直观对比
营收规模更大
SLVM
是对方的1.2倍
$718.6M
净利率更高
SLVM
高出6.5%
-2.8%
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $890.0M | $718.6M |
| 净利润 | $33.0M | $-20.0M |
| 毛利率 | — | — |
| 营业利润率 | 8.9% | -96.1% |
| 净利率 | 3.7% | -2.8% |
| 营收同比 | -8.2% | — |
| 净利润同比 | -59.3% | — |
| 每股收益（稀释后） | $0.81 | — |
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SLVMVFS
| Q4 25 | $890.0M | — | ||
| Q3 25 | $846.0M | $718.6M | ||
| Q2 25 | $794.0M | $663.0M | ||
| Q1 25 | $821.0M | $656.5M | ||
| Q4 24 | $970.0M | — | ||
| Q3 24 | $965.0M | $511.6M | ||
| Q2 24 | $933.0M | — | ||
| Q1 24 | $905.0M | $302.6M |
净利润SLVMVFS
| Q4 25 | $33.0M | — | ||
| Q3 25 | $57.0M | $-20.0M | ||
| Q2 25 | $15.0M | $-51.8M | ||
| Q1 25 | $27.0M | $-26.1M | ||
| Q4 24 | $81.0M | — | ||
| Q3 24 | $95.0M | $-10.4M | ||
| Q2 24 | $83.0M | — | ||
| Q1 24 | $43.0M | $-618.3M |
营业利润率SLVMVFS
| Q4 25 | 8.9% | — | ||
| Q3 25 | 11.6% | -96.1% | ||
| Q2 25 | 3.8% | -79.0% | ||
| Q1 25 | 5.4% | -74.0% | ||
| Q4 24 | 11.2% | — | ||
| Q3 24 | 15.5% | -65.9% | ||
| Q2 24 | 13.1% | — | ||
| Q1 24 | 8.0% | -139.4% |
净利率SLVMVFS
| Q4 25 | 3.7% | — | ||
| Q3 25 | 6.7% | -2.8% | ||
| Q2 25 | 1.9% | -7.8% | ||
| Q1 25 | 3.3% | -4.0% | ||
| Q4 24 | 8.4% | — | ||
| Q3 24 | 9.8% | -2.0% | ||
| Q2 24 | 8.9% | — | ||
| Q1 24 | 4.8% | -204.3% |
每股收益（稀释后）SLVMVFS
| Q4 25 | $0.81 | — | ||
| Q3 25 | $1.41 | — | ||
| Q2 25 | $0.37 | — | ||
| Q1 25 | $0.65 | — | ||
| Q4 24 | $1.91 | — | ||
| Q3 24 | $2.27 | — | ||
| Q2 24 | $1.98 | — | ||
| Q1 24 | $1.02 | — |
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 | $198.0M | $8.8M |
| 总债务越低越好 | $763.0M | — |
| 股东权益账面价值 | $966.0M | — |
| 总资产 | $2.8B | $183.2M |
| 负债/权益比越低杠杆越低 | 0.79× | — |
8季度趋势，按日历期对齐
现金及短期投资SLVMVFS
| Q4 25 | $198.0M | — | ||
| Q3 25 | $146.0M | $8.8M | ||
| Q2 25 | $183.0M | $650.0M | ||
| Q1 25 | $220.0M | $2.4M | ||
| Q4 24 | $309.0M | — | ||
| Q3 24 | $414.0M | $1.9M | ||
| Q2 24 | $213.0M | — | ||
| Q1 24 | $218.0M | $3.0M |
总债务SLVMVFS
| Q4 25 | $763.0M | — | ||
| Q3 25 | $778.0M | — | ||
| Q2 25 | $767.0M | — | ||
| Q1 25 | $794.0M | — | ||
| Q4 24 | $782.0M | — | ||
| Q3 24 | $883.0M | — | ||
| Q2 24 | $894.0M | — | ||
| Q1 24 | $921.0M | — |
股东权益SLVMVFS
| Q4 25 | $966.0M | — | ||
| Q3 25 | $977.0M | — | ||
| Q2 25 | $959.0M | $-7.2B | ||
| Q1 25 | $908.0M | — | ||
| Q4 24 | $847.0M | — | ||
| Q3 24 | $937.0M | — | ||
| Q2 24 | $830.0M | — | ||
| Q1 24 | $889.0M | — |
总资产SLVMVFS
| Q4 25 | $2.8B | — | ||
| Q3 25 | $2.7B | $183.2M | ||
| Q2 25 | $2.7B | $7.2B | ||
| Q1 25 | $2.6B | $158.2M | ||
| Q4 24 | $2.6B | — | ||
| Q3 24 | $2.9B | $151.8M | ||
| Q2 24 | $2.7B | — | ||
| Q1 24 | $2.6B | $145.6M |
负债/权益比SLVMVFS
| Q4 25 | 0.79× | — | ||
| Q3 25 | 0.80× | — | ||
| Q2 25 | 0.80× | — | ||
| Q1 25 | 0.87× | — | ||
| Q4 24 | 0.92× | — | ||
| Q3 24 | 0.94× | — | ||
| Q2 24 | 1.08× | — | ||
| Q1 24 | 1.04× | — |
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 | $94.0M | — |
| 自由现金流经营现金流 - 资本支出 | $38.0M | — |
| 自由现金流率自由现金流/营收 | 4.3% | — |
| 资本支出强度资本支出/营收 | 6.3% | — |
| 现金转化率经营现金流/净利润 | 2.85× | — |
| 过去12个月自由现金流最近4个季度 | $44.0M | — |
8季度趋势，按日历期对齐
经营现金流SLVMVFS
| Q4 25 | $94.0M | — | ||
| Q3 25 | $87.0M | — | ||
| Q2 25 | $64.0M | — | ||
| Q1 25 | $23.0M | — | ||
| Q4 24 | $164.0M | — | ||
| Q3 24 | $163.0M | — | ||
| Q2 24 | $115.0M | — | ||
| Q1 24 | $27.0M | — |
自由现金流SLVMVFS
| Q4 25 | $38.0M | — | ||
| Q3 25 | $33.0M | — | ||
| Q2 25 | $-2.0M | — | ||
| Q1 25 | $-25.0M | — | ||
| Q4 24 | $100.0M | — | ||
| Q3 24 | $119.0M | — | ||
| Q2 24 | $62.0M | — | ||
| Q1 24 | $-33.0M | — |
自由现金流率SLVMVFS
| Q4 25 | 4.3% | — | ||
| Q3 25 | 3.9% | — | ||
| Q2 25 | -0.3% | — | ||
| Q1 25 | -3.0% | — | ||
| Q4 24 | 10.3% | — | ||
| Q3 24 | 12.3% | — | ||
| Q2 24 | 6.6% | — | ||
| Q1 24 | -3.6% | — |
资本支出强度SLVMVFS
| Q4 25 | 6.3% | — | ||
| Q3 25 | 6.4% | — | ||
| Q2 25 | 8.3% | — | ||
| Q1 25 | 5.8% | — | ||
| Q4 24 | 6.6% | — | ||
| Q3 24 | 4.6% | — | ||
| Q2 24 | 5.7% | — | ||
| Q1 24 | 6.6% | — |
现金转化率SLVMVFS
| Q4 25 | 2.85× | — | ||
| Q3 25 | 1.53× | — | ||
| Q2 25 | 4.27× | — | ||
| Q1 25 | 0.85× | — | ||
| Q4 24 | 2.02× | — | ||
| Q3 24 | 1.72× | — | ||
| Q2 24 | 1.39× | — | ||
| Q1 24 | 0.63× | — |
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
SLVM
暂无分部数据
VFS
| Sales of vehicles | $662.9M | 92% |
| Sales of spare parts and components | $41.3M | 6% |
| Revenue from leasing activities | $12.3M | 2% |
| Finance income | $2.4M | 0% |
| Rendering of services | $1.2M | 0% |
