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Side-by-side financial comparison of PLAYSTUDIOS, Inc. (MYPS) and Velocity Financial, Inc. (VEL). Click either name above to swap in a different company.
PLAYSTUDIOS, Inc. is the larger business by last-quarter revenue ($55.4M vs $51.6M, roughly 1.1× Velocity Financial, Inc.). Velocity Financial, Inc. runs the higher net margin — 67.3% vs -24.7%, a 92.1% gap on every dollar of revenue. On growth, Velocity Financial, Inc. posted the faster year-over-year revenue change (32.8% vs -18.3%). Velocity Financial, Inc. produced more free cash flow last quarter ($17.9M vs $3.6M). Over the past eight quarters, Velocity Financial, Inc.'s revenue compounded faster (32.3% 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.
Velocity Financial, Inc. is a U.S.-headquartered real estate finance company that offers specialized mortgage loan solutions primarily for residential investment properties. It partners with independent mortgage brokers nationwide, providing real estate investors with short-term bridge loans and long-term rental property financing options tailored to their operational needs.
MYPS vs VEL — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $55.4M | $51.6M |
| Net Profit | $-13.7M | $34.8M |
| Gross Margin | — | — |
| Operating Margin | -17.7% | 97.0% |
| Net Margin | -24.7% | 67.3% |
| Revenue YoY | -18.3% | 32.8% |
| Net Profit YoY | 38.9% | 67.0% |
| EPS (diluted) | $-0.12 | $0.90 |
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 | $51.6M | ||
| Q3 25 | $57.6M | $49.1M | ||
| Q2 25 | $59.3M | $47.6M | ||
| Q1 25 | $62.7M | $37.5M | ||
| Q4 24 | $67.8M | $38.9M | ||
| Q3 24 | $71.2M | $35.1M | ||
| Q2 24 | $72.6M | $32.4M | ||
| Q1 24 | $77.8M | $29.5M |
| Q4 25 | $-13.7M | $34.8M | ||
| Q3 25 | $-9.1M | $25.4M | ||
| Q2 25 | $-2.9M | $26.0M | ||
| Q1 25 | $-2.9M | $18.9M | ||
| Q4 24 | $-22.4M | $20.8M | ||
| Q3 24 | $-3.1M | $15.8M | ||
| Q2 24 | $-2.6M | $14.8M | ||
| Q1 24 | $-567.0K | $17.3M |
| Q4 25 | -17.7% | 97.0% | ||
| Q3 25 | -13.6% | 72.1% | ||
| Q2 25 | -5.9% | 71.3% | ||
| Q1 25 | -4.4% | 71.7% | ||
| Q4 24 | -33.1% | 82.5% | ||
| Q3 24 | -6.7% | 60.6% | ||
| Q2 24 | -5.5% | 61.3% | ||
| Q1 24 | -2.2% | 78.8% |
| Q4 25 | -24.7% | 67.3% | ||
| Q3 25 | -15.8% | 51.7% | ||
| Q2 25 | -5.0% | 54.6% | ||
| Q1 25 | -4.6% | 50.4% | ||
| Q4 24 | -33.1% | 53.5% | ||
| Q3 24 | -4.3% | 45.1% | ||
| Q2 24 | -3.6% | 45.6% | ||
| Q1 24 | -0.7% | 58.5% |
| Q4 25 | $-0.12 | $0.90 | ||
| Q3 25 | $-0.07 | $0.65 | ||
| Q2 25 | $-0.02 | $0.69 | ||
| Q1 25 | $-0.02 | $0.51 | ||
| Q4 24 | $-0.18 | $0.56 | ||
| Q3 24 | $-0.02 | $0.44 | ||
| Q2 24 | $-0.02 | $0.42 | ||
| Q1 24 | $0.00 | $0.49 |
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 | $92.1M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $227.9M | $672.5M |
| Total Assets | $290.6M | $7.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $104.9M | $92.1M | ||
| Q3 25 | $106.3M | $99.0M | ||
| Q2 25 | $112.9M | $79.6M | ||
| Q1 25 | $107.1M | $51.7M | ||
| Q4 24 | $109.2M | $49.9M | ||
| Q3 24 | $105.2M | $44.1M | ||
| Q2 24 | $106.3M | $47.4M | ||
| Q1 24 | $127.0M | $34.8M |
| Q4 25 | $227.9M | $672.5M | ||
| Q3 25 | $238.9M | $634.3M | ||
| Q2 25 | $245.3M | $597.9M | ||
| Q1 25 | $244.1M | $563.2M | ||
| Q4 24 | $244.7M | $516.9M | ||
| Q3 24 | $265.2M | $484.6M | ||
| Q2 24 | $263.6M | $471.3M | ||
| Q1 24 | $288.4M | $452.9M |
| Q4 25 | $290.6M | $7.4B | ||
| Q3 25 | $299.2M | $7.0B | ||
| Q2 25 | $316.2M | $6.5B | ||
| Q1 25 | $313.8M | $6.0B | ||
| Q4 24 | $323.0M | $5.5B | ||
| Q3 24 | $330.6M | $5.2B | ||
| Q2 24 | $333.4M | $4.9B | ||
| Q1 24 | $357.5M | $4.6B |
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 | $18.2M |
| Free Cash FlowOCF − Capex | $3.6M | $17.9M |
| FCF MarginFCF / Revenue | 6.5% | 34.6% |
| Capex IntensityCapex / Revenue | 0.2% | 0.5% |
| Cash ConversionOCF / Net Profit | — | 0.52× |
| TTM Free Cash FlowTrailing 4 quarters | $25.4M | $40.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $3.7M | $18.2M | ||
| Q3 25 | $5.7M | $11.5M | ||
| Q2 25 | $13.6M | $7.7M | ||
| Q1 25 | $3.3M | $3.5M | ||
| Q4 24 | $11.6M | $37.8M | ||
| Q3 24 | $14.6M | $-17.6M | ||
| Q2 24 | $14.5M | $11.5M | ||
| Q1 24 | $5.0M | $10.6M |
| Q4 25 | $3.6M | $17.9M | ||
| Q3 25 | $5.4M | $11.4M | ||
| Q2 25 | $13.2M | $7.6M | ||
| Q1 25 | $3.2M | $3.5M | ||
| Q4 24 | $11.5M | $37.5M | ||
| Q3 24 | $13.9M | $-17.6M | ||
| Q2 24 | $12.8M | $11.4M | ||
| Q1 24 | $3.6M | $10.5M |
| Q4 25 | 6.5% | 34.6% | ||
| Q3 25 | 9.3% | 23.2% | ||
| Q2 25 | 22.3% | 15.9% | ||
| Q1 25 | 5.1% | 9.2% | ||
| Q4 24 | 16.9% | 96.4% | ||
| Q3 24 | 19.6% | -50.3% | ||
| Q2 24 | 17.6% | 35.1% | ||
| Q1 24 | 4.6% | 35.8% |
| Q4 25 | 0.2% | 0.5% | ||
| Q3 25 | 0.5% | 0.1% | ||
| Q2 25 | 0.7% | 0.2% | ||
| Q1 25 | 0.2% | 0.2% | ||
| Q4 24 | 0.2% | 0.7% | ||
| Q3 24 | 0.9% | 0.2% | ||
| Q2 24 | 2.4% | 0.3% | ||
| Q1 24 | 1.9% | 0.1% |
| Q4 25 | — | 0.52× | ||
| Q3 25 | — | 0.45× | ||
| Q2 25 | — | 0.29× | ||
| Q1 25 | — | 0.19× | ||
| Q4 24 | — | 1.81× | ||
| Q3 24 | — | -1.11× | ||
| Q2 24 | — | 0.78× | ||
| Q1 24 | — | 0.61× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
MYPS
Segment breakdown not available.
VEL
| Related Party | $19.3M | 37% |
| Nonrelated Party | $16.9M | 33% |
| Other | $15.4M | 30% |
