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Dave & Buster's Entertainment, Inc.（PLAY）とUSA Compression Partners, LP（USAC）の財務データ比較。上の社名をクリックして会社を切り替えられます
Dave & Buster's Entertainment, Inc.の直近四半期売上が大きい（$448.2M vs $252.5M、USA Compression Partners, LPの約1.8倍）。USA Compression Partners, LPの純利益率が高く（11.0% vs -9.4%、差は20.4%）。USA Compression Partners, LPの前年同期比売上増加率が高い（2.7% vs -1.1%）。USA Compression Partners, LPの直近四半期フリーキャッシュフローが多い（$87.7M vs $-20.6M）。過去8四半期でUSA Compression Partners, LPの売上複合成長率が高い（4.9% vs -13.5%）
デイブ・アンド・バスターズ・エンターテインメントは、本社をアメリカ合衆国ダラスに置く飲食・エンターテイメント企業です。全店舗にフルサービスのレストラン、バー、「ミリオンダラー・ミッドウェイ」と呼ばれるアーケードゲームエリアを備えています。2024年2月時点で全162店舗を展開し、うち158店舗が米国本土、2店舗がプエルトリコ、残り2店舗がカナダに所在します。
USA Compression Partners, LPは米国に本拠を置く天然ガス圧縮サービスプロバイダーであり、石油・ガス業界の上流・中流・下流分野の顧客向けに、カスタム圧縮システム、保守サービス、運用支援を提供し、天然ガスの生産・加工・輸送の効率化を支えています。
PLAY vs USAC — 直接比較
損益計算書 — Q3 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $448.2M | $252.5M |
| 純利益 | $-42.1M | $27.8M |
| 粗利率 | 85.8% | — |
| 営業利益率 | -3.6% | 30.3% |
| 純利益率 | -9.4% | 11.0% |
| 売上前年比 | -1.1% | 2.7% |
| 純利益前年比 | -28.7% | 9.1% |
| EPS（希薄化後） | $-1.22 | — |
緑 = その指標でリード。会計年度がずれている場合は期間が異なる場合あり
8四半期 売上・利益トレンド
並べて比較する四半期履歴。決算期がずれていても暦四半期で整列
| Q4 25 | $448.2M | $252.5M | ||
| Q3 25 | $557.4M | $250.3M | ||
| Q2 25 | $567.7M | $250.1M | ||
| Q1 25 | $534.5M | $245.2M | ||
| Q4 24 | $453.0M | $245.9M | ||
| Q3 24 | $557.1M | $240.0M | ||
| Q2 24 | $588.1M | $235.3M | ||
| Q1 24 | $599.0M | $229.3M |
| Q4 25 | $-42.1M | $27.8M | ||
| Q3 25 | $11.4M | $34.5M | ||
| Q2 25 | $21.7M | $28.6M | ||
| Q1 25 | $9.3M | $20.5M | ||
| Q4 24 | $-32.7M | $25.4M | ||
| Q3 24 | $40.3M | $19.3M | ||
| Q2 24 | $41.4M | $31.2M | ||
| Q1 24 | $36.1M | $23.6M |
| Q4 25 | 85.8% | — | ||
| Q3 25 | 86.3% | — | ||
| Q2 25 | 85.5% | — | ||
| Q1 25 | 85.5% | — | ||
| Q4 24 | 85.0% | — | ||
| Q3 24 | 85.3% | — | ||
| Q2 24 | 85.2% | — | ||
| Q1 24 | 84.1% | — |
| Q4 25 | -3.6% | 30.3% | ||
| Q3 25 | 9.5% | 33.5% | ||
| Q2 25 | 11.1% | 30.6% | ||
| Q1 25 | 8.3% | 28.3% | ||
| Q4 24 | 1.4% | 30.3% | ||
| Q3 24 | 15.2% | 31.5% | ||
| Q2 24 | 14.5% | 32.9% | ||
| Q1 24 | 14.9% | 29.2% |
| Q4 25 | -9.4% | 11.0% | ||
| Q3 25 | 2.0% | 13.8% | ||
| Q2 25 | 3.8% | 11.4% | ||
| Q1 25 | 1.7% | 8.4% | ||
| Q4 24 | -7.2% | 10.3% | ||
| Q3 24 | 7.2% | 8.1% | ||
| Q2 24 | 7.0% | 13.3% | ||
| Q1 24 | 6.0% | 10.3% |
| Q4 25 | $-1.22 | — | ||
| Q3 25 | $0.32 | — | ||
| Q2 25 | $0.62 | — | ||
| Q1 25 | $0.32 | — | ||
| Q4 24 | $-0.84 | — | ||
| Q3 24 | $0.99 | — | ||
| Q2 24 | $0.99 | — | ||
| Q1 24 | $0.95 | — |
貸借対照表と財務力
直近四半期の流動性・レバレッジ・純資産のスナップショット
| 指標 | | |
|---|---|---|
| 現金・短期投資手元流動性 | $13.6M | $8.6M |
| 総負債低いほど良い | $1.6B | $2.5B |
| 株主資本純資産 | $130.8M | — |
| 総資産 | $4.1B | $2.6B |
| 負債/資本比率低いほどレバレッジが低い | 12.17× | — |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $13.6M | $8.6M | ||
| Q3 25 | $12.0M | — | ||
| Q2 25 | $11.9M | $2.0K | ||
| Q1 25 | $6.9M | $2.0K | ||
| Q4 24 | $8.6M | $14.0K | ||
| Q3 24 | $13.1M | $79.0K | ||
| Q2 24 | $32.1M | $9.0K | ||
| Q1 24 | $37.3M | $8.0K |
| Q4 25 | $1.6B | $2.5B | ||
| Q3 25 | $1.6B | $2.5B | ||
| Q2 25 | $1.6B | $2.5B | ||
| Q1 25 | $1.5B | $2.5B | ||
| Q4 24 | $1.5B | $2.5B | ||
| Q3 24 | $1.3B | $2.5B | ||
| Q2 24 | $1.3B | $2.5B | ||
| Q1 24 | $1.3B | $2.5B |
| Q4 25 | $130.8M | — | ||
| Q3 25 | $166.2M | — | ||
| Q2 25 | $146.8M | — | ||
| Q1 25 | $145.8M | — | ||
| Q4 24 | $226.6M | — | ||
| Q3 24 | $284.4M | — | ||
| Q2 24 | $292.5M | — | ||
| Q1 24 | $251.2M | — |
| Q4 25 | $4.1B | $2.6B | ||
| Q3 25 | $4.1B | $2.7B | ||
| Q2 25 | $4.1B | $2.7B | ||
| Q1 25 | $4.0B | $2.7B | ||
| Q4 24 | $3.9B | $2.7B | ||
| Q3 24 | $3.8B | $2.8B | ||
| Q2 24 | $3.8B | $2.8B | ||
| Q1 24 | $3.8B | $2.8B |
| Q4 25 | 12.17× | — | ||
| Q3 25 | 9.57× | — | ||
| Q2 25 | 10.98× | — | ||
| Q1 25 | 10.45× | — | ||
| Q4 24 | 6.58× | — | ||
| Q3 24 | 4.72× | — | ||
| Q2 24 | 4.58× | — | ||
| Q1 24 | 5.33× | — |
キャッシュフローと資本効率
再投資後に実際に生み出すキャッシュ。純利益より操作が難しい
| 指標 | | |
|---|---|---|
| 営業キャッシュフロー直近四半期 | $58.0M | $139.5M |
| フリーキャッシュフロー営業CF - 設備投資 | $-20.6M | $87.7M |
| FCFマージンFCF / 売上 | -4.6% | 34.8% |
| 設備投資強度設備投資 / 売上 | 17.5% | 20.5% |
| キャッシュ転換率営業CF / 純利益 | — | 5.02× |
| 直近12ヶ月FCF直近4四半期 | $-195.6M | $277.0M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $58.0M | $139.5M | ||
| Q3 25 | $34.0M | $75.9M | ||
| Q2 25 | $95.8M | $124.2M | ||
| Q1 25 | $108.9M | $54.7M | ||
| Q4 24 | $-7.2M | $130.2M | ||
| Q3 24 | $101.8M | $48.5M | ||
| Q2 24 | $108.8M | $96.7M | ||
| Q1 24 | $97.2M | $65.9M |
| Q4 25 | $-20.6M | $87.7M | ||
| Q3 25 | $-55.2M | $51.9M | ||
| Q2 25 | $-58.8M | $101.1M | ||
| Q1 25 | $-61.0M | $36.3M | ||
| Q4 24 | $-138.4M | $101.2M | ||
| Q3 24 | $-14.3M | $19.8M | ||
| Q2 24 | $-4.2M | $48.2M | ||
| Q1 24 | $-25.4M | $-32.7M |
| Q4 25 | -4.6% | 34.8% | ||
| Q3 25 | -9.9% | 20.7% | ||
| Q2 25 | -10.4% | 40.4% | ||
| Q1 25 | -11.4% | 14.8% | ||
| Q4 24 | -30.6% | 41.1% | ||
| Q3 24 | -2.6% | 8.2% | ||
| Q2 24 | -0.7% | 20.5% | ||
| Q1 24 | -4.2% | -14.3% |
| Q4 25 | 17.5% | 20.5% | ||
| Q3 25 | 16.0% | 9.6% | ||
| Q2 25 | 27.2% | 9.3% | ||
| Q1 25 | 31.8% | 7.5% | ||
| Q4 24 | 29.0% | 11.8% | ||
| Q3 24 | 20.8% | 12.0% | ||
| Q2 24 | 19.2% | 20.6% | ||
| Q1 24 | 20.5% | 43.0% |
| Q4 25 | — | 5.02× | ||
| Q3 25 | 2.98× | 2.20× | ||
| Q2 25 | 4.41× | 4.35× | ||
| Q1 25 | 11.71× | 2.66× | ||
| Q4 24 | — | 5.12× | ||
| Q3 24 | 2.53× | 2.51× | ||
| Q2 24 | 2.63× | 3.10× | ||
| Q1 24 | 2.69× | 2.80× |
財務フロー比較
売上 → 粗利 → 営業利益 → 純利益のサンキー図
セグメント別売上内訳
PLAY
| Game Play Credit Usage | $273.1M | 61% |
| Food And Nonalcoholic Beverages | $115.1M | 26% |
| Alcoholic Beverage | $53.7M | 12% |
| Other Entertainment | $6.3M | 1% |
| Gift Card Revenue | $3.5M | 1% |
USAC
| Revenue From Contract Operations Excluding Revenue From Related Party | $231.7M | 92% |
| Entities Affiliated With Energy Transfer LP | $16.6M | 7% |
| Transferred At Point In Time | $5.4M | 2% |
