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Side-by-side financial comparison of PLAYSTUDIOS, Inc. (MYPS) and Neptune Insurance Holdings Inc. (NP). Click either name above to swap in a different company.
PLAYSTUDIOS, Inc. is the larger business by last-quarter revenue ($55.4M vs $37.8M, roughly 1.5× Neptune Insurance Holdings Inc.). Neptune Insurance Holdings Inc. runs the higher net margin — 0.1% vs -24.7%, a 24.8% gap on every dollar of revenue. On growth, Neptune Insurance Holdings Inc. posted the faster year-over-year revenue change (28.8% vs -18.3%).
PLAYSTUDIOS, Inc. develops and publishes free-to-play social and casual casino games for mobile, desktop and social platforms. It operates a loyalty rewards program that lets players redeem in-game achievements for real-world benefits including travel, dining and event tickets, serving markets across North America, Europe and Asia Pacific.
Neptune Insurance Holdings Inc. is a specialty insurance holding company that offers a broad portfolio of property and casualty insurance products, with a core focus on residential and commercial flood insurance for customers across the United States. It serves both individual consumers and small to mid-sized business clients, using advanced data analytics to support accurate policy pricing and robust risk management.
MYPS vs NP — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $55.4M | $37.8M |
| Net Profit | $-13.7M | $50.0K |
| Gross Margin | — | — |
| Operating Margin | -17.7% | — |
| Net Margin | -24.7% | 0.1% |
| Revenue YoY | -18.3% | 28.8% |
| Net Profit YoY | 38.9% | 0.0% |
| EPS (diluted) | $-0.12 | $0.05 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $37.8M | ||
| Q4 25 | $55.4M | — | ||
| Q3 25 | $57.6M | $44.4M | ||
| Q2 25 | $59.3M | — | ||
| Q1 25 | $62.7M | — | ||
| Q4 24 | $67.8M | — | ||
| Q3 24 | $71.2M | $33.8M | ||
| Q2 24 | $72.6M | — |
| Q1 26 | — | $50.0K | ||
| Q4 25 | $-13.7M | — | ||
| Q3 25 | $-9.1M | $11.5M | ||
| Q2 25 | $-2.9M | — | ||
| Q1 25 | $-2.9M | — | ||
| Q4 24 | $-22.4M | — | ||
| Q3 24 | $-3.1M | $12.1M | ||
| Q2 24 | $-2.6M | — |
| Q1 26 | — | — | ||
| Q4 25 | -17.7% | — | ||
| Q3 25 | -13.6% | 46.7% | ||
| Q2 25 | -5.9% | — | ||
| Q1 25 | -4.4% | — | ||
| Q4 24 | -33.1% | — | ||
| Q3 24 | -6.7% | 58.6% | ||
| Q2 24 | -5.5% | — |
| Q1 26 | — | 0.1% | ||
| Q4 25 | -24.7% | — | ||
| Q3 25 | -15.8% | 25.9% | ||
| Q2 25 | -5.0% | — | ||
| Q1 25 | -4.6% | — | ||
| Q4 24 | -33.1% | — | ||
| Q3 24 | -4.3% | 35.8% | ||
| Q2 24 | -3.6% | — |
| Q1 26 | — | $0.05 | ||
| Q4 25 | $-0.12 | — | ||
| Q3 25 | $-0.07 | $0.06 | ||
| Q2 25 | $-0.02 | — | ||
| Q1 25 | $-0.02 | — | ||
| Q4 24 | $-0.18 | — | ||
| Q3 24 | $-0.02 | $0.06 | ||
| Q2 24 | $-0.02 | — |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $104.9M | — |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $227.9M | — |
| Total Assets | $290.6M | — |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $104.9M | — | ||
| Q3 25 | $106.3M | $12.2M | ||
| Q2 25 | $112.9M | — | ||
| Q1 25 | $107.1M | — | ||
| Q4 24 | $109.2M | — | ||
| Q3 24 | $105.2M | — | ||
| Q2 24 | $106.3M | — |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $247.6M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | — | ||
| Q4 25 | $227.9M | — | ||
| Q3 25 | $238.9M | $-509.5M | ||
| Q2 25 | $245.3M | — | ||
| Q1 25 | $244.1M | — | ||
| Q4 24 | $244.7M | — | ||
| Q3 24 | $265.2M | $-374.3M | ||
| Q2 24 | $263.6M | — |
| Q1 26 | — | — | ||
| Q4 25 | $290.6M | — | ||
| Q3 25 | $299.2M | $89.6M | ||
| Q2 25 | $316.2M | — | ||
| Q1 25 | $313.8M | — | ||
| Q4 24 | $323.0M | — | ||
| Q3 24 | $330.6M | — | ||
| Q2 24 | $333.4M | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $3.7M | — |
| Free Cash FlowOCF − Capex | $3.6M | — |
| FCF MarginFCF / Revenue | 6.5% | — |
| Capex IntensityCapex / Revenue | 0.2% | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $25.4M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $3.7M | — | ||
| Q3 25 | $5.7M | $38.9M | ||
| Q2 25 | $13.6M | — | ||
| Q1 25 | $3.3M | — | ||
| Q4 24 | $11.6M | — | ||
| Q3 24 | $14.6M | — | ||
| Q2 24 | $14.5M | — |
| Q1 26 | — | — | ||
| Q4 25 | $3.6M | — | ||
| Q3 25 | $5.4M | — | ||
| Q2 25 | $13.2M | — | ||
| Q1 25 | $3.2M | — | ||
| Q4 24 | $11.5M | — | ||
| Q3 24 | $13.9M | — | ||
| Q2 24 | $12.8M | — |
| Q1 26 | — | — | ||
| Q4 25 | 6.5% | — | ||
| Q3 25 | 9.3% | — | ||
| Q2 25 | 22.3% | — | ||
| Q1 25 | 5.1% | — | ||
| Q4 24 | 16.9% | — | ||
| Q3 24 | 19.6% | — | ||
| Q2 24 | 17.6% | — |
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | — | ||
| Q3 25 | 0.5% | — | ||
| Q2 25 | 0.7% | — | ||
| Q1 25 | 0.2% | — | ||
| Q4 24 | 0.2% | — | ||
| Q3 24 | 0.9% | — | ||
| Q2 24 | 2.4% | — |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 3.38× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
