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Side-by-side financial comparison of PLAYSTUDIOS, Inc. (MYPS) and NETSTREIT Corp. (NTST). Click either name above to swap in a different company.
NETSTREIT Corp. is the larger business by last-quarter revenue ($57.1M vs $55.4M, roughly 1.0× PLAYSTUDIOS, Inc.). NETSTREIT Corp. runs the higher net margin — 10.0% vs -24.7%, a 34.7% gap on every dollar of revenue. On growth, NETSTREIT Corp. posted the faster year-over-year revenue change (24.3% vs -18.3%). Over the past eight quarters, NETSTREIT Corp.'s revenue compounded faster (20.1% CAGR vs -15.6%).
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.
NETSTREIT Corp. is a US-headquartered real estate investment trust (REIT) that specializes in acquiring and operating a diversified portfolio of single-tenant net lease commercial properties. Its asset portfolio covers retail, industrial and office categories, primarily catering to investment-grade corporate tenants across the United States market.
MYPS vs NTST — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $55.4M | $57.1M |
| Net Profit | $-13.7M | $5.7M |
| Gross Margin | — | — |
| Operating Margin | -17.7% | 34.1% |
| Net Margin | -24.7% | 10.0% |
| Revenue YoY | -18.3% | 24.3% |
| Net Profit YoY | 38.9% | 235.9% |
| EPS (diluted) | $-0.12 | $0.32 |
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 | — | $57.1M | ||
| Q4 25 | $55.4M | $52.5M | ||
| Q3 25 | $57.6M | $48.3M | ||
| Q2 25 | $59.3M | $48.3M | ||
| Q1 25 | $62.7M | $45.9M | ||
| Q4 24 | $67.8M | $44.1M | ||
| Q3 24 | $71.2M | $41.4M | ||
| Q2 24 | $72.6M | $39.6M |
| Q1 26 | — | $5.7M | ||
| Q4 25 | $-13.7M | $1.3M | ||
| Q3 25 | $-9.1M | $618.0K | ||
| Q2 25 | $-2.9M | $3.3M | ||
| Q1 25 | $-2.9M | $1.7M | ||
| Q4 24 | $-22.4M | $-5.4M | ||
| Q3 24 | $-3.1M | $-5.3M | ||
| Q2 24 | $-2.6M | $-2.3M |
| Q1 26 | — | 34.1% | ||
| Q4 25 | -17.7% | 2.6% | ||
| Q3 25 | -13.6% | 1.3% | ||
| Q2 25 | -5.9% | 6.8% | ||
| Q1 25 | -4.4% | 3.7% | ||
| Q4 24 | -33.1% | -12.3% | ||
| Q3 24 | -6.7% | -12.8% | ||
| Q2 24 | -5.5% | -5.8% |
| Q1 26 | — | 10.0% | ||
| Q4 25 | -24.7% | 2.5% | ||
| Q3 25 | -15.8% | 1.3% | ||
| Q2 25 | -5.0% | 6.8% | ||
| Q1 25 | -4.6% | 3.7% | ||
| Q4 24 | -33.1% | -12.3% | ||
| Q3 24 | -4.3% | -12.8% | ||
| Q2 24 | -3.6% | -5.8% |
| Q1 26 | — | $0.32 | ||
| Q4 25 | $-0.12 | $0.01 | ||
| Q3 25 | $-0.07 | $0.01 | ||
| Q2 25 | $-0.02 | $0.04 | ||
| Q1 25 | $-0.02 | $0.02 | ||
| Q4 24 | $-0.18 | $-0.07 | ||
| Q3 24 | $-0.02 | $-0.07 | ||
| Q2 24 | $-0.02 | $-0.03 |
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 | $1.5B |
| Total Assets | $290.6M | $2.8B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $104.9M | — | ||
| Q3 25 | $106.3M | — | ||
| Q2 25 | $112.9M | — | ||
| Q1 25 | $107.1M | — | ||
| Q4 24 | $109.2M | — | ||
| Q3 24 | $105.2M | — | ||
| Q2 24 | $106.3M | — |
| Q1 26 | — | — | ||
| Q4 25 | — | $1.1B | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $926.6M | ||
| Q1 25 | — | $913.3M | ||
| Q4 24 | — | $868.3M | ||
| Q3 24 | — | $778.7M | ||
| Q2 24 | — | $726.2M |
| Q1 26 | — | $1.5B | ||
| Q4 25 | $227.9M | $1.4B | ||
| Q3 25 | $238.9M | $1.3B | ||
| Q2 25 | $245.3M | $1.3B | ||
| Q1 25 | $244.1M | $1.3B | ||
| Q4 24 | $244.7M | $1.3B | ||
| Q3 24 | $265.2M | $1.3B | ||
| Q2 24 | $263.6M | $1.3B |
| Q1 26 | — | $2.8B | ||
| Q4 25 | $290.6M | $2.6B | ||
| Q3 25 | $299.2M | $2.5B | ||
| Q2 25 | $316.2M | $2.3B | ||
| Q1 25 | $313.8M | $2.3B | ||
| Q4 24 | $323.0M | $2.3B | ||
| Q3 24 | $330.6M | $2.2B | ||
| Q2 24 | $333.4M | $2.1B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.76× | ||
| Q3 25 | — | 0.84× | ||
| Q2 25 | — | 0.70× | ||
| Q1 25 | — | 0.70× | ||
| Q4 24 | — | 0.65× | ||
| Q3 24 | — | 0.58× | ||
| Q2 24 | — | 0.55× |
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 | $109.5M | ||
| Q3 25 | $5.7M | $28.0M | ||
| Q2 25 | $13.6M | $30.6M | ||
| Q1 25 | $3.3M | $22.1M | ||
| Q4 24 | $11.6M | $90.2M | ||
| Q3 24 | $14.6M | $25.1M | ||
| Q2 24 | $14.5M | $25.4M |
| 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 | — | 82.46× | ||
| Q3 25 | — | 45.27× | ||
| Q2 25 | — | 9.36× | ||
| Q1 25 | — | 13.06× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
MYPS
Segment breakdown not available.
NTST
| Rental revenue (including reimbursable) | $54.0M | 95% |
| Other | $3.0M | 5% |
