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西联汇款(AFG)与Take-Two Interactive(TTWO)财务数据对比。点击上方公司名可切换其他公司
西联汇款的季度营收约是Take-Two Interactive的1.2倍($2.1B vs $1.7B),西联汇款净利率更高(14.5% vs -5.5%,领先20.0%),Take-Two Interactive同比增速更快(24.9% vs -4.0%),过去两年Take-Two Interactive的营收复合增速更高(10.2% vs 4.0%)
西联汇款是总部位于美国科罗拉多州丹佛市的跨国金融服务企业,为全球个人及商业客户提供跨境汇款、支付等多元金融解决方案,在全球绝大多数国家和地区拥有覆盖广泛的服务网络。
Take-Two Interactive是总部位于美国纽约的电子游戏控股企业,由瑞安·布兰特于1993年9月创立,在全球互动娱乐领域拥有较高影响力,业务覆盖游戏研发、发行与运营等核心环节。
AFG vs TTWO — 直观对比
营收规模更大
AFG
是对方的1.2倍
$1.7B
营收增速更快
TTWO
高出28.9%
-4.0%
净利率更高
AFG
高出20.0%
-5.5%
两年增速更快
TTWO
近两年复合增速
4.0%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $2.1B | $1.7B |
| 净利润 | $299.0M | $-92.9M |
| 毛利率 | — | 55.7% |
| 营业利润率 | 18.4% | -2.3% |
| 净利率 | 14.5% | -5.5% |
| 营收同比 | -4.0% | 24.9% |
| 净利润同比 | 17.3% | 25.8% |
| 每股收益(稀释后) | $3.59 | $-0.50 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比,按日历期对齐,财年错位的公司也能正确匹配
营收
AFG
TTWO
| Q4 25 | $2.1B | $1.7B | ||
| Q3 25 | $2.3B | $1.8B | ||
| Q2 25 | $1.9B | $1.5B | ||
| Q1 25 | $1.9B | $1.6B | ||
| Q4 24 | $2.1B | $1.4B | ||
| Q3 24 | $2.4B | $1.4B | ||
| Q2 24 | $1.9B | $1.3B | ||
| Q1 24 | $1.9B | $1.4B |
净利润
AFG
TTWO
| Q4 25 | $299.0M | $-92.9M | ||
| Q3 25 | $215.0M | $-133.9M | ||
| Q2 25 | $174.0M | $-11.9M | ||
| Q1 25 | $154.0M | $-3.7B | ||
| Q4 24 | $255.0M | $-125.2M | ||
| Q3 24 | $181.0M | $-365.5M | ||
| Q2 24 | $209.0M | $-262.0M | ||
| Q1 24 | $242.0M | $-2.9B |
毛利率
AFG
TTWO
| Q4 25 | — | 55.7% | ||
| Q3 25 | — | 55.3% | ||
| Q2 25 | — | 62.8% | ||
| Q1 25 | — | 50.8% | ||
| Q4 24 | — | 55.9% | ||
| Q3 24 | — | 53.8% | ||
| Q2 24 | — | 57.6% | ||
| Q1 24 | — | 33.5% |
营业利润率
AFG
TTWO
| Q4 25 | 18.4% | -2.3% | ||
| Q3 25 | 11.5% | -5.5% | ||
| Q2 25 | 11.9% | 1.4% | ||
| Q1 25 | 10.6% | -238.7% | ||
| Q4 24 | 14.9% | -9.7% | ||
| Q3 24 | 9.7% | -22.0% | ||
| Q2 24 | 14.3% | -13.8% | ||
| Q1 24 | 15.9% | -193.9% |
净利率
AFG
TTWO
| Q4 25 | 14.5% | -5.5% | ||
| Q3 25 | 9.2% | -7.5% | ||
| Q2 25 | 9.0% | -0.8% | ||
| Q1 25 | 8.3% | -235.5% | ||
| Q4 24 | 11.9% | -9.2% | ||
| Q3 24 | 7.6% | -27.0% | ||
| Q2 24 | 11.0% | -19.6% | ||
| Q1 24 | 12.7% | -207.4% |
每股收益(稀释后)
AFG
TTWO
| Q4 25 | $3.59 | $-0.50 | ||
| Q3 25 | $2.58 | $-0.73 | ||
| Q2 25 | $2.07 | $-0.07 | ||
| Q1 25 | $1.84 | $-21.27 | ||
| Q4 24 | $3.03 | $-0.71 | ||
| Q3 24 | $2.16 | $-2.08 | ||
| Q2 24 | $2.49 | $-1.52 | ||
| Q1 24 | $2.89 | $-17.05 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | ||
|---|---|---|
| 现金及短期投资手头流动性 | $1.7B | $2.4B |
| 总债务越低越好 | $1.8B | — |
| 股东权益账面价值 | $4.8B | $3.5B |
| 总资产 | $32.6B | $10.0B |
| 负债/权益比越低杠杆越低 | 0.38× | — |
8季度趋势,按日历期对齐
现金及短期投资
AFG
TTWO
| Q4 25 | $1.7B | $2.4B | ||
| Q3 25 | $1.8B | $2.1B | ||
| Q2 25 | $1.3B | $2.0B | ||
| Q1 25 | $1.3B | $1.5B | ||
| Q4 24 | $1.4B | $1.2B | ||
| Q3 24 | $1.3B | $879.6M | ||
| Q2 24 | $1.1B | $1.1B | ||
| Q1 24 | $1.1B | $776.0M |
总债务
AFG
TTWO
| Q4 25 | $1.8B | — | ||
| Q3 25 | $1.8B | — | ||
| Q2 25 | $1.5B | — | ||
| Q1 25 | $1.5B | — | ||
| Q4 24 | $1.5B | — | ||
| Q3 24 | $1.5B | — | ||
| Q2 24 | $1.5B | — | ||
| Q1 24 | $1.5B | — |
股东权益
AFG
TTWO
| Q4 25 | $4.8B | $3.5B | ||
| Q3 25 | $4.7B | $3.4B | ||
| Q2 25 | $4.5B | $3.5B | ||
| Q1 25 | $4.4B | $2.1B | ||
| Q4 24 | $4.5B | $5.7B | ||
| Q3 24 | $4.7B | $5.8B | ||
| Q2 24 | $4.4B | $6.0B | ||
| Q1 24 | $4.2B | $5.7B |
总资产
AFG
TTWO
| Q4 25 | $32.6B | $10.0B | ||
| Q3 25 | $33.8B | $10.1B | ||
| Q2 25 | $30.7B | $9.7B | ||
| Q1 25 | $30.3B | $9.2B | ||
| Q4 24 | $30.8B | $12.7B | ||
| Q3 24 | $32.6B | $13.1B | ||
| Q2 24 | $29.9B | $12.9B | ||
| Q1 24 | $30.0B | $12.2B |
负债/权益比
AFG
TTWO
| Q4 25 | 0.38× | — | ||
| Q3 25 | 0.38× | — | ||
| Q2 25 | 0.33× | — | ||
| Q1 25 | 0.34× | — | ||
| Q4 24 | 0.33× | — | ||
| Q3 24 | 0.31× | — | ||
| Q2 24 | 0.34× | — | ||
| Q1 24 | 0.35× | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | ||
|---|---|---|
| 经营现金流最新季度 | $784.0M | $305.2M |
| 自由现金流经营现金流 - 资本支出 | — | $236.2M |
| 自由现金流率自由现金流/营收 | — | 13.9% |
| 资本支出强度资本支出/营收 | — | 4.1% |
| 现金转化率经营现金流/净利润 | 2.62× | — |
| 过去12个月自由现金流最近4个季度 | — | $487.8M |
8季度趋势,按日历期对齐
经营现金流
AFG
TTWO
| Q4 25 | $784.0M | $305.2M | ||
| Q3 25 | $216.0M | $128.4M | ||
| Q2 25 | $191.0M | $-44.7M | ||
| Q1 25 | $342.0M | $279.0M | ||
| Q4 24 | $674.0M | $-4.8M | ||
| Q3 24 | $459.0M | $-128.4M | ||
| Q2 24 | $-88.0M | $-191.0M | ||
| Q1 24 | $107.0M | $-8.9M |
自由现金流
AFG
TTWO
| Q4 25 | — | $236.2M | ||
| Q3 25 | — | $96.5M | ||
| Q2 25 | — | $-69.8M | ||
| Q1 25 | — | $224.9M | ||
| Q4 24 | — | $-48.2M | ||
| Q3 24 | — | $-165.2M | ||
| Q2 24 | — | $-226.1M | ||
| Q1 24 | — | $-55.1M |
自由现金流率
AFG
TTWO
| Q4 25 | — | 13.9% | ||
| Q3 25 | — | 5.4% | ||
| Q2 25 | — | -4.6% | ||
| Q1 25 | — | 14.2% | ||
| Q4 24 | — | -3.5% | ||
| Q3 24 | — | -12.2% | ||
| Q2 24 | — | -16.9% | ||
| Q1 24 | — | -3.9% |
资本支出强度
AFG
TTWO
| Q4 25 | — | 4.1% | ||
| Q3 25 | — | 1.8% | ||
| Q2 25 | — | 1.7% | ||
| Q1 25 | — | 3.4% | ||
| Q4 24 | — | 3.2% | ||
| Q3 24 | — | 2.7% | ||
| Q2 24 | — | 2.6% | ||
| Q1 24 | — | 3.3% |
现金转化率
AFG
TTWO
| Q4 25 | 2.62× | — | ||
| Q3 25 | 1.00× | — | ||
| Q2 25 | 1.10× | — | ||
| Q1 25 | 2.22× | — | ||
| Q4 24 | 2.64× | — | ||
| Q3 24 | 2.54× | — | ||
| Q2 24 | -0.42× | — | ||
| Q1 24 | 0.44× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
AFG
| Property And Casualty Insurance | $2.0B | 96% |
| Other | $83.0M | 4% |
TTWO
暂无分部数据