Deckers Brands 对比 Steven Madden
可添加、更换或移除公司，最多四家。
简而言之
- Deckers Brands 规模更大:2026 财年营收 $5.5B，Steven Madden 为 $2.5B，约为后者的 2.2 倍。
- Steven Madden 营收增长更快(11.0%，对方为 9.8%)。
- Deckers Brands 每一美元销售额中留下的营业利润更多(营业利润率 23.1%，对方为 3.2%)。
- Deckers Brands 将更多销售额转化为自由现金流(自由现金流利润率 20.1%，对方为 4.7%)。
- Deckers Brands 的投入资本回报更高(160.4%，对方为 6.0%)。
- 投资者愿为 Steven Madden 每一美元的盈利支付更高价格：市盈率 21.6x，而 Deckers Brands 为 11.5x。
| 最近财年 | DECK · FY26 | SHOO · FY25 |
|---|---|---|
| 规模 | ||
| 市值 | $11.2B | $3.1B |
| 营收 | $5.5B | $2.5B |
| 自由现金流 | $1.1B | $120M |
| 净利润 | $1.0B | $49.0M |
| 增长 | ||
| 营收增长 | 9.8% | 11.0% |
| 5年增长率 | 16.5% | 16.1% |
| 股数变化 | −4.5% | −1.1% |
| 盈利能力 | ||
| 毛利率 | 57.7% | 41.4% |
| 营业利润率 | 23.1% | 3.2% |
| 净利率 | 18.7% | 1.9% |
| 自由现金流利润率 | 20.1% | 4.7% |
| 资本回报率 | 160.4% | 6.0% |
| 股本回报率 | 40.9% | 5.7% |
| 资产负债表 | ||
| 净债务 | −$1.9B | $122M |
| 净债务 / EBITDA | −1.4x | 1.1x |
| 股息与回购 | $1.1B | $74.5M |
| 估值与质量 | ||
| 市盈率 | 11.5x | 21.6x |
| Piotroski F 分数 | 4 | 6 |
FY17
DECK $1.8B
SHOO $1.6B
FY18
DECK $1.9B
SHOO $1.7B
FY19
DECK $2.0B
SHOO $1.8B
FY20
DECK $2.1B
SHOO $1.2B
FY21
DECK $2.5B
SHOO $1.9B
FY22
DECK $3.2B
SHOO $2.1B
FY23
DECK $3.6B
SHOO $2.0B
FY24
DECK $4.3B
SHOO $2.3B
FY25
DECK $5.0B
SHOO $2.5B
FY26
DECK $5.5B
SHOO —
DECK
SHOO
FY17
DECK −0.1%
SHOO 10.8%
FY18
DECK 11.7%
SHOO 10.3%
FY19
DECK 16.2%
SHOO 9.9%
FY20
DECK 15.9%
SHOO −2.6%
FY21
DECK 19.8%
SHOO 13.1%
FY22
DECK 17.9%
SHOO 13.3%
FY23
DECK 18.0%
SHOO 10.8%
FY24
DECK 21.6%
SHOO 9.9%
FY25
DECK 23.7%
SHOO 3.2%
FY26
DECK 23.1%
SHOO —
DECK
SHOO
FY17
DECK $155M
SHOO $143M
FY18
DECK $293M
SHOO $142M
FY19
DECK $330M
SHOO $215M
FY20
DECK $254M
SHOO $37.6M
FY21
DECK $564M
SHOO $153M
FY22
DECK $121M
SHOO $252M
FY23
DECK $456M
SHOO $210M
FY24
DECK $944M
SHOO $172M
FY25
DECK $958M
SHOO $120M
FY26
DECK $1.1B
SHOO —
DECK
SHOO
FY17
DECK −0.2%
SHOO —
FY18
DECK 18.6%
SHOO —
FY19
DECK 51.1%
SHOO —
FY20
DECK 54.3%
SHOO —
FY21
DECK 87.8%
SHOO —
FY22
DECK 86.1%
SHOO —
FY23
DECK 68.5%
SHOO —
FY24
DECK 103.6%
SHOO —
FY25
DECK 149.1%
SHOO 6.0%
FY26
DECK 160.4%
SHOO —
DECK
SHOO
各公司最近一个财年的数据；各公司财年结束月份不同。在越高(或越低)明显越好的行中，突出显示最佳值。不构成投资建议。