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Bally's Corp（BALY）与帕兰提尔科技（PLTR）财务数据对比。点击上方公司名可切换其他公司
帕兰提尔科技的季度营收约是Bally's Corp的1.9倍（$1.4B vs $746.2M），帕兰提尔科技净利率更高（43.3% vs -47.3%，领先90.6%），帕兰提尔科技同比增速更快（70.0% vs 28.6%），过去两年帕兰提尔科技的营收复合增速更高（48.9% vs 9.8%）
巴利公司是总部位于美国罗德岛州普罗维登斯的博彩、体育投注与互动娱乐企业。目前该公司在美国11个州运营19家赌场，在科罗拉多州拥有一座赛马场，在纽约州拥有一座高尔夫球场，同时在全美14个州开展线上体育投注业务，还通过子公司在澳大利亚两个州运营两处产业。
帕兰提尔科技是美国上市企业，专注研发数据集成与分析平台，为政府机构、军方及各行业企业提供多源数据整合分析能力。旗下核心产品Gotham与Foundry可打通相互孤立的数据库，广泛支撑情报作业、反恐分析、执法工作及企业级数据分析场景。
BALY vs PLTR — 直观对比
营收规模更大
PLTR
是对方的1.9倍
$746.2M
营收增速更快
PLTR
高出41.4%
28.6%
净利率更高
PLTR
高出90.6%
-47.3%
两年增速更快
PLTR
近两年复合增速
9.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $746.2M | $1.4B |
| 净利润 | $-353.2M | $608.7M |
| 毛利率 | — | 84.6% |
| 营业利润率 | -36.8% | 40.9% |
| 净利率 | -47.3% | 43.3% |
| 营收同比 | 28.6% | 70.0% |
| 净利润同比 | -311.8% | 670.4% |
| 每股收益（稀释后） | $-5.84 | $0.24 |
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BALYPLTR
| Q4 25 | $746.2M | $1.4B | ||
| Q3 25 | $663.7M | $1.2B | ||
| Q2 25 | $657.5M | $1.0B | ||
| Q1 25 | $368.7M | $883.9M | ||
| Q4 24 | $580.4M | $827.5M | ||
| Q3 24 | $630.0M | $725.5M | ||
| Q2 24 | $621.7M | $678.1M | ||
| Q1 24 | $618.5M | $634.3M |
净利润BALYPLTR
| Q4 25 | $-353.2M | $608.7M | ||
| Q3 25 | $-102.9M | $475.6M | ||
| Q2 25 | $-228.4M | $326.7M | ||
| Q1 25 | $34.5M | $214.0M | ||
| Q4 24 | $-85.8M | $79.0M | ||
| Q3 24 | $-247.9M | $143.5M | ||
| Q2 24 | $-60.2M | $134.1M | ||
| Q1 24 | $-173.9M | $105.5M |
毛利率BALYPLTR
| Q4 25 | — | 84.6% | ||
| Q3 25 | — | 82.4% | ||
| Q2 25 | — | 80.8% | ||
| Q1 25 | — | 80.4% | ||
| Q4 24 | — | 78.9% | ||
| Q3 24 | — | 79.8% | ||
| Q2 24 | — | 81.0% | ||
| Q1 24 | — | 81.7% |
营业利润率BALYPLTR
| Q4 25 | -36.8% | 40.9% | ||
| Q3 25 | 0.1% | 33.3% | ||
| Q2 25 | -0.4% | 26.8% | ||
| Q1 25 | -0.5% | 19.9% | ||
| Q4 24 | -5.6% | 1.3% | ||
| Q3 24 | -25.0% | 15.6% | ||
| Q2 24 | 0.9% | 15.5% | ||
| Q1 24 | -12.0% | 12.8% |
净利率BALYPLTR
| Q4 25 | -47.3% | 43.3% | ||
| Q3 25 | -15.5% | 40.3% | ||
| Q2 25 | -34.7% | 32.6% | ||
| Q1 25 | 9.4% | 24.2% | ||
| Q4 24 | -14.8% | 9.5% | ||
| Q3 24 | -39.3% | 19.8% | ||
| Q2 24 | -9.7% | 19.8% | ||
| Q1 24 | -28.1% | 16.6% |
每股收益（稀释后）BALYPLTR
| Q4 25 | $-5.84 | $0.24 | ||
| Q3 25 | $-1.70 | $0.18 | ||
| Q2 25 | $-3.76 | $0.13 | ||
| Q1 25 | $0.57 | $0.08 | ||
| Q4 24 | $-1.76 | $0.03 | ||
| Q3 24 | $-5.10 | $0.06 | ||
| Q2 24 | $-1.24 | $0.06 | ||
| Q1 24 | $-3.61 | $0.04 |
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 | $798.4M | $7.2B |
| 总债务越低越好 | $4.5B | — |
| 股东权益账面价值 | $994.7M | $7.4B |
| 总资产 | $11.2B | $8.9B |
| 负债/权益比越低杠杆越低 | 4.52× | — |
8季度趋势，按日历期对齐
现金及短期投资BALYPLTR
| Q4 25 | $798.4M | $7.2B | ||
| Q3 25 | $160.7M | $6.4B | ||
| Q2 25 | $174.6M | $6.0B | ||
| Q1 25 | $209.7M | $5.4B | ||
| Q4 24 | $171.2M | $5.2B | ||
| Q3 24 | $191.0M | $4.6B | ||
| Q2 24 | $154.7M | $4.0B | ||
| Q1 24 | $169.4M | $3.9B |
总债务BALYPLTR
| Q4 25 | $4.5B | — | ||
| Q3 25 | $3.7B | — | ||
| Q2 25 | $3.6B | — | ||
| Q1 25 | $3.5B | — | ||
| Q4 24 | $3.3B | — | ||
| Q3 24 | $3.7B | — | ||
| Q2 24 | $3.7B | — | ||
| Q1 24 | $3.7B | — |
股东权益BALYPLTR
| Q4 25 | $994.7M | $7.4B | ||
| Q3 25 | $521.5M | $6.6B | ||
| Q2 25 | $630.1M | $5.9B | ||
| Q1 25 | $796.5M | $5.4B | ||
| Q4 24 | $30.9M | $5.0B | ||
| Q3 24 | $233.4M | $4.5B | ||
| Q2 24 | $393.1M | $4.1B | ||
| Q1 24 | $449.4M | $3.8B |
总资产BALYPLTR
| Q4 25 | $11.2B | $8.9B | ||
| Q3 25 | $7.6B | $8.1B | ||
| Q2 25 | $7.8B | $7.4B | ||
| Q1 25 | $7.5B | $6.7B | ||
| Q4 24 | $5.9B | $6.3B | ||
| Q3 24 | $6.4B | $5.8B | ||
| Q2 24 | $6.6B | $5.2B | ||
| Q1 24 | $6.6B | $4.8B |
负债/权益比BALYPLTR
| Q4 25 | 4.52× | — | ||
| Q3 25 | 7.17× | — | ||
| Q2 25 | 5.68× | — | ||
| Q1 25 | 4.33× | — | ||
| Q4 24 | 107.40× | — | ||
| Q3 24 | 15.73× | — | ||
| Q2 24 | 9.34× | — | ||
| Q1 24 | 8.19× | — |
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 | — | $777.3M |
| 自由现金流经营现金流 - 资本支出 | — | $764.0M |
| 自由现金流率自由现金流/营收 | — | 54.3% |
| 资本支出强度资本支出/营收 | 5.1% | 0.9% |
| 现金转化率经营现金流/净利润 | — | 1.28× |
| 过去12个月自由现金流最近4个季度 | — | $2.1B |
8季度趋势，按日历期对齐
经营现金流BALYPLTR
| Q4 25 | — | $777.3M | ||
| Q3 25 | $-88.6M | $507.7M | ||
| Q2 25 | — | $539.3M | ||
| Q1 25 | $42.0M | $310.3M | ||
| Q4 24 | $37.8M | $460.3M | ||
| Q3 24 | $36.5M | $419.8M | ||
| Q2 24 | $47.6M | $144.2M | ||
| Q1 24 | $-7.9M | $129.6M |
自由现金流BALYPLTR
| Q4 25 | — | $764.0M | ||
| Q3 25 | $-139.3M | $500.9M | ||
| Q2 25 | — | $531.6M | ||
| Q1 25 | $11.5M | $304.1M | ||
| Q4 24 | $-5.9M | $457.2M | ||
| Q3 24 | $-55.8M | $415.8M | ||
| Q2 24 | $11.8M | $141.3M | ||
| Q1 24 | $-35.9M | $126.9M |
自由现金流率BALYPLTR
| Q4 25 | — | 54.3% | ||
| Q3 25 | -21.0% | 42.4% | ||
| Q2 25 | — | 53.0% | ||
| Q1 25 | 3.1% | 34.4% | ||
| Q4 24 | -1.0% | 55.3% | ||
| Q3 24 | -8.9% | 57.3% | ||
| Q2 24 | 1.9% | 20.8% | ||
| Q1 24 | -5.8% | 20.0% |
资本支出强度BALYPLTR
| Q4 25 | 5.1% | 0.9% | ||
| Q3 25 | 7.6% | 0.6% | ||
| Q2 25 | 7.4% | 0.8% | ||
| Q1 25 | 8.3% | 0.7% | ||
| Q4 24 | 7.5% | 0.4% | ||
| Q3 24 | 14.7% | 0.5% | ||
| Q2 24 | 5.7% | 0.4% | ||
| Q1 24 | 4.5% | 0.4% |
现金转化率BALYPLTR
| Q4 25 | — | 1.28× | ||
| Q3 25 | — | 1.07× | ||
| Q2 25 | — | 1.65× | ||
| Q1 25 | 1.22× | 1.45× | ||
| Q4 24 | — | 5.83× | ||
| Q3 24 | — | 2.92× | ||
| Q2 24 | — | 1.08× | ||
| Q1 24 | — | 1.23× |
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
BALY
| Casinos Resorts | $366.2M | 49% |
| Non Casino | $172.7M | 23% |
| Food And Beverage | $74.6M | 10% |
| Hotel | $69.9M | 9% |
| North America Interactive | $62.3M | 8% |
| Loyalty Programs | $6.7M | 1% |
PLTR
| Geographic Concentration Risk | $1.1B | 77% |
| Other | $330.4M | 23% |
