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Side-by-side financial comparison of PLAYSTUDIOS, Inc. (MYPS) and Orchid Island Capital, Inc. (ORC). Click either name above to swap in a different company.
PLAYSTUDIOS, Inc. is the larger business by last-quarter revenue ($55.4M vs $38.5M, roughly 1.4× Orchid Island Capital, Inc.). Orchid Island Capital, Inc. runs the higher net margin — 268.7% vs -24.7%, a 293.4% gap on every dollar of revenue. On growth, Orchid Island Capital, Inc. posted the faster year-over-year revenue change (372.6% vs -18.3%). Over the past eight quarters, Orchid Island Capital, Inc.'s revenue compounded faster (301.6% 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.
Orchid Island Capital, Inc. is a U.S.-based specialty finance company operating as a real estate investment trust. It primarily invests in residential mortgage-backed securities, including agency and non-agency products, targeting consistent risk-adjusted returns for its investors across U.S. fixed income markets.
MYPS vs ORC — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $55.4M | $38.5M |
| Net Profit | $-13.7M | $103.4M |
| Gross Margin | — | — |
| Operating Margin | -17.7% | — |
| Net Margin | -24.7% | 268.7% |
| Revenue YoY | -18.3% | 372.6% |
| Net Profit YoY | 38.9% | 1764.9% |
| EPS (diluted) | $-0.12 | — |
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.
| Q4 25 | $55.4M | $38.5M | ||
| Q3 25 | $57.6M | $26.9M | ||
| Q2 25 | $59.3M | $23.2M | ||
| Q1 25 | $62.7M | $19.7M | ||
| Q4 24 | $67.8M | — | ||
| Q3 24 | $71.2M | $340.0K | ||
| Q2 24 | $72.6M | $-697.0K | ||
| Q1 24 | $77.8M | $-2.5M |
| Q4 25 | $-13.7M | $103.4M | ||
| Q3 25 | $-9.1M | $72.1M | ||
| Q2 25 | $-2.9M | $-33.6M | ||
| Q1 25 | $-2.9M | $17.1M | ||
| Q4 24 | $-22.4M | — | ||
| Q3 24 | $-3.1M | $17.3M | ||
| Q2 24 | $-2.6M | $-5.0M | ||
| Q1 24 | $-567.0K | $19.8M |
| Q4 25 | -17.7% | — | ||
| Q3 25 | -13.6% | — | ||
| Q2 25 | -5.9% | — | ||
| Q1 25 | -4.4% | — | ||
| Q4 24 | -33.1% | — | ||
| Q3 24 | -6.7% | — | ||
| Q2 24 | -5.5% | — | ||
| Q1 24 | -2.2% | — |
| Q4 25 | -24.7% | 268.7% | ||
| Q3 25 | -15.8% | 267.8% | ||
| Q2 25 | -5.0% | -145.0% | ||
| Q1 25 | -4.6% | 86.9% | ||
| Q4 24 | -33.1% | — | ||
| Q3 24 | -4.3% | 5094.1% | ||
| Q2 24 | -3.6% | 714.3% | ||
| Q1 24 | -0.7% | -794.2% |
| Q4 25 | $-0.12 | — | ||
| Q3 25 | $-0.07 | — | ||
| Q2 25 | $-0.02 | — | ||
| Q1 25 | $-0.02 | — | ||
| Q4 24 | $-0.18 | — | ||
| Q3 24 | $-0.02 | — | ||
| Q2 24 | $-0.02 | — | ||
| Q1 24 | $0.00 | — |
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 | $665.9M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $227.9M | $1.4B |
| Total Assets | $290.6M | $11.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $104.9M | $665.9M | ||
| Q3 25 | $106.3M | $583.9M | ||
| Q2 25 | $112.9M | $440.8M | ||
| Q1 25 | $107.1M | $396.4M | ||
| Q4 24 | $109.2M | — | ||
| Q3 24 | $105.2M | $322.1M | ||
| Q2 24 | $106.3M | $241.0M | ||
| Q1 24 | $127.0M | $190.4M |
| Q4 25 | $227.9M | $1.4B | ||
| Q3 25 | $238.9M | $1.1B | ||
| Q2 25 | $245.3M | $912.0M | ||
| Q1 25 | $244.1M | $855.9M | ||
| Q4 24 | $244.7M | — | ||
| Q3 24 | $265.2M | $656.0M | ||
| Q2 24 | $263.6M | $555.9M | ||
| Q1 24 | $288.4M | $481.6M |
| Q4 25 | $290.6M | $11.7B | ||
| Q3 25 | $299.2M | $9.1B | ||
| Q2 25 | $316.2M | $7.6B | ||
| Q1 25 | $313.8M | $7.3B | ||
| Q4 24 | $323.0M | — | ||
| Q3 24 | $330.6M | $5.9B | ||
| Q2 24 | $333.4M | $4.9B | ||
| Q1 24 | $357.5M | $4.2B |
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 | $120.4M |
| Free Cash FlowOCF − Capex | $3.6M | — |
| FCF MarginFCF / Revenue | 6.5% | — |
| Capex IntensityCapex / Revenue | 0.2% | — |
| Cash ConversionOCF / Net Profit | — | 1.16× |
| TTM Free Cash FlowTrailing 4 quarters | $25.4M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $3.7M | $120.4M | ||
| Q3 25 | $5.7M | $28.0M | ||
| Q2 25 | $13.6M | $18.4M | ||
| Q1 25 | $3.3M | $25.8M | ||
| Q4 24 | $11.6M | — | ||
| Q3 24 | $14.6M | $-14.8M | ||
| Q2 24 | $14.5M | $19.3M | ||
| Q1 24 | $5.0M | $45.0M |
| 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 24 | $3.6M | — |
| 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 24 | 4.6% | — |
| 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 24 | 1.9% | — |
| Q4 25 | — | 1.16× | ||
| Q3 25 | — | 0.39× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 1.51× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | -0.86× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 2.28× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
