vs
Bally's Corp（BALY）与罗布乐思（RBLX）财务数据对比。点击上方公司名可切换其他公司
罗布乐思的季度营收约是Bally's Corp的1.9倍（$1.4B vs $746.2M），罗布乐思净利率更高（-22.3% vs -47.3%，领先25.0%），罗布乐思同比增速更快（43.2% vs 28.6%），过去两年罗布乐思的营收复合增速更高（32.9% 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。
罗布乐思（Roblox Corporation）是总部位于美国加利福尼亚州圣马特奥的游戏企业，由大卫·巴斯祖奇与埃里克·卡塞尔于2004年共同创立。公司核心产品为同名线上游戏创作平台Roblox，于2006年正式上线，截至2024年12月底全球员工规模已超2400人。
BALY vs RBLX — 直观对比
营收规模更大
RBLX
是对方的1.9倍
$746.2M
营收增速更快
RBLX
高出14.6%
28.6%
净利率更高
RBLX
高出25.0%
-47.3%
两年增速更快
RBLX
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 | $-316.0M |
| 毛利率 | — | 77.7% |
| 营业利润率 | -36.8% | -25.3% |
| 净利率 | -47.3% | -22.3% |
| 营收同比 | 28.6% | 43.2% |
| 净利润同比 | -311.8% | -43.9% |
| 每股收益（稀释后） | $-5.84 | $-0.44 |
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BALYRBLX
| Q4 25 | $746.2M | $1.4B | ||
| Q3 25 | $663.7M | $1.4B | ||
| Q2 25 | $657.5M | $1.1B | ||
| Q1 25 | $368.7M | $1.0B | ||
| Q4 24 | $580.4M | $988.2M | ||
| Q3 24 | $630.0M | $919.0M | ||
| Q2 24 | $621.7M | $893.5M | ||
| Q1 24 | $618.5M | $801.3M |
净利润BALYRBLX
| Q4 25 | $-353.2M | $-316.0M | ||
| Q3 25 | $-102.9M | $-255.6M | ||
| Q2 25 | $-228.4M | $-278.4M | ||
| Q1 25 | $34.5M | $-215.1M | ||
| Q4 24 | $-85.8M | $-219.6M | ||
| Q3 24 | $-247.9M | $-239.3M | ||
| Q2 24 | $-60.2M | $-205.9M | ||
| Q1 24 | $-173.9M | $-270.6M |
毛利率BALYRBLX
| Q4 25 | — | 77.7% | ||
| Q3 25 | — | 78.2% | ||
| Q2 25 | — | 78.2% | ||
| Q1 25 | — | 78.3% | ||
| Q4 24 | — | 77.9% | ||
| Q3 24 | — | 77.7% | ||
| Q2 24 | — | 77.8% | ||
| Q1 24 | — | 77.7% |
营业利润率BALYRBLX
| Q4 25 | -36.8% | -25.3% | ||
| Q3 25 | 0.1% | -21.8% | ||
| Q2 25 | -0.4% | -29.8% | ||
| Q1 25 | -0.5% | -24.6% | ||
| Q4 24 | -5.6% | -24.7% | ||
| Q3 24 | -25.0% | -30.4% | ||
| Q2 24 | 0.9% | -26.6% | ||
| Q1 24 | -12.0% | -37.7% |
净利率BALYRBLX
| Q4 25 | -47.3% | -22.3% | ||
| Q3 25 | -15.5% | -18.8% | ||
| Q2 25 | -34.7% | -25.8% | ||
| Q1 25 | 9.4% | -20.8% | ||
| Q4 24 | -14.8% | -22.2% | ||
| Q3 24 | -39.3% | -26.0% | ||
| Q2 24 | -9.7% | -23.0% | ||
| Q1 24 | -28.1% | -33.8% |
每股收益（稀释后）BALYRBLX
| Q4 25 | $-5.84 | $-0.44 | ||
| Q3 25 | $-1.70 | $-0.37 | ||
| Q2 25 | $-3.76 | $-0.41 | ||
| Q1 25 | $0.57 | $-0.32 | ||
| Q4 24 | $-1.76 | $-0.32 | ||
| Q3 24 | $-5.10 | $-0.37 | ||
| Q2 24 | $-1.24 | $-0.32 | ||
| Q1 24 | $-3.61 | $-0.43 |
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 | $3.1B |
| 总债务越低越好 | $4.5B | $1.2B |
| 股东权益账面价值 | $994.7M | $394.5M |
| 总资产 | $11.2B | $9.6B |
| 负债/权益比越低杠杆越低 | 4.52× | 2.98× |
8季度趋势，按日历期对齐
现金及短期投资BALYRBLX
| Q4 25 | $798.4M | $3.1B | ||
| Q3 25 | $160.7M | $2.9B | ||
| Q2 25 | $174.6M | $2.6B | ||
| Q1 25 | $209.7M | $2.7B | ||
| Q4 24 | $171.2M | $2.4B | ||
| Q3 24 | $191.0M | $2.3B | ||
| Q2 24 | $154.7M | $2.4B | ||
| Q1 24 | $169.4M | $2.4B |
总债务BALYRBLX
| Q4 25 | $4.5B | $1.2B | ||
| Q3 25 | $3.7B | — | ||
| Q2 25 | $3.6B | — | ||
| Q1 25 | $3.5B | — | ||
| Q4 24 | $3.3B | $1.2B | ||
| Q3 24 | $3.7B | — | ||
| Q2 24 | $3.7B | — | ||
| Q1 24 | $3.7B | — |
股东权益BALYRBLX
| Q4 25 | $994.7M | $394.5M | ||
| Q3 25 | $521.5M | $407.6M | ||
| Q2 25 | $630.1M | $353.2M | ||
| Q1 25 | $796.5M | $310.7M | ||
| Q4 24 | $30.9M | $221.4M | ||
| Q3 24 | $233.4M | $189.9M | ||
| Q2 24 | $393.1M | $121.5M | ||
| Q1 24 | $449.4M | $71.6M |
总资产BALYRBLX
| Q4 25 | $11.2B | $9.6B | ||
| Q3 25 | $7.6B | $8.6B | ||
| Q2 25 | $7.8B | $7.8B | ||
| Q1 25 | $7.5B | $7.5B | ||
| Q4 24 | $5.9B | $7.2B | ||
| Q3 24 | $6.4B | $6.7B | ||
| Q2 24 | $6.6B | $6.5B | ||
| Q1 24 | $6.6B | $6.3B |
负债/权益比BALYRBLX
| Q4 25 | 4.52× | 2.98× | ||
| Q3 25 | 7.17× | — | ||
| Q2 25 | 5.68× | — | ||
| Q1 25 | 4.33× | — | ||
| Q4 24 | 107.40× | 5.48× | ||
| 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 | — | $607.0M |
| 自由现金流经营现金流 - 资本支出 | — | $308.6M |
| 自由现金流率自由现金流/营收 | — | 21.8% |
| 资本支出强度资本支出/营收 | 5.1% | 21.1% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $1.4B |
8季度趋势，按日历期对齐
经营现金流BALYRBLX
| Q4 25 | — | $607.0M | ||
| Q3 25 | $-88.6M | $546.2M | ||
| Q2 25 | — | $199.3M | ||
| Q1 25 | $42.0M | $443.9M | ||
| Q4 24 | $37.8M | $184.5M | ||
| Q3 24 | $36.5M | $247.4M | ||
| Q2 24 | $47.6M | $151.4M | ||
| Q1 24 | $-7.9M | $238.9M |
自由现金流BALYRBLX
| Q4 25 | — | $308.6M | ||
| Q3 25 | $-139.3M | $443.6M | ||
| Q2 25 | — | $176.7M | ||
| Q1 25 | $11.5M | $426.5M | ||
| Q4 24 | $-5.9M | $120.6M | ||
| Q3 24 | $-55.8M | $218.0M | ||
| Q2 24 | $11.8M | $111.7M | ||
| Q1 24 | $-35.9M | $192.3M |
自由现金流率BALYRBLX
| Q4 25 | — | 21.8% | ||
| Q3 25 | -21.0% | 32.6% | ||
| Q2 25 | — | 16.3% | ||
| Q1 25 | 3.1% | 41.2% | ||
| Q4 24 | -1.0% | 12.2% | ||
| Q3 24 | -8.9% | 23.7% | ||
| Q2 24 | 1.9% | 12.5% | ||
| Q1 24 | -5.8% | 24.0% |
资本支出强度BALYRBLX
| Q4 25 | 5.1% | 21.1% | ||
| Q3 25 | 7.6% | 7.5% | ||
| Q2 25 | 7.4% | 2.1% | ||
| Q1 25 | 8.3% | 1.7% | ||
| Q4 24 | 7.5% | 6.5% | ||
| Q3 24 | 14.7% | 3.2% | ||
| Q2 24 | 5.7% | 4.4% | ||
| Q1 24 | 4.5% | 5.8% |
现金转化率BALYRBLX
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 1.22× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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% |
RBLX
暂无分部数据
