vs
Bally's Corp（BALY）与Rithm Capital Corp.（RITM）财务数据对比。点击上方公司名可切换其他公司
Rithm Capital Corp.的季度营收约是Bally's Corp的1.1倍（$828.2M vs $746.2M），Rithm Capital Corp.净利率更高（13.2% vs -47.3%，领先60.6%），Rithm Capital Corp.同比增速更快（508.5% vs 28.6%），过去两年Bally's Corp的营收复合增速更高（9.8% vs -17.9%）
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。
Rithm Capital Corp.是总部位于美国纽约的投资管理机构，核心业务聚焦房地产投资与另类资产投资，依托专业的投研团队和成熟的市场运营经验，为合作伙伴及投资者提供优质的资产配置解决方案与长期收益回报。
BALY vs RITM — 直观对比
营收规模更大
RITM
是对方的1.1倍
$746.2M
营收增速更快
RITM
高出479.9%
28.6%
净利率更高
RITM
高出60.6%
-47.3%
两年增速更快
BALY
近两年复合增速
-17.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $746.2M | $828.2M |
| 净利润 | $-353.2M | $109.5M |
| 毛利率 | — | — |
| 营业利润率 | -36.8% | 29.9% |
| 净利率 | -47.3% | 13.2% |
| 营收同比 | 28.6% | 508.5% |
| 净利润同比 | -311.8% | 27.7% |
| 每股收益（稀释后） | $-5.84 | $0.12 |
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BALYRITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $746.2M | $1.5B | ||
| Q3 25 | $663.7M | $1.1B | ||
| Q2 25 | $657.5M | $1.2B | ||
| Q1 25 | $368.7M | $768.4M | ||
| Q4 24 | $580.4M | $2.1B | ||
| Q3 24 | $630.0M | $619.5M | ||
| Q2 24 | $621.7M | $1.2B |
净利润BALYRITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $-353.2M | $85.0M | ||
| Q3 25 | $-102.9M | $221.5M | ||
| Q2 25 | $-228.4M | $311.7M | ||
| Q1 25 | $34.5M | $78.8M | ||
| Q4 24 | $-85.8M | $290.2M | ||
| Q3 24 | $-247.9M | $121.7M | ||
| Q2 24 | $-60.2M | $235.6M |
营业利润率BALYRITM
| Q1 26 | — | 29.9% | ||
| Q4 25 | -36.8% | 13.8% | ||
| Q3 25 | 0.1% | 21.4% | ||
| Q2 25 | -0.4% | 25.2% | ||
| Q1 25 | -0.5% | 7.4% | ||
| Q4 24 | -5.6% | 23.8% | ||
| Q3 24 | -25.0% | 7.3% | ||
| Q2 24 | 0.9% | 23.6% |
净利率BALYRITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | -47.3% | 5.7% | ||
| Q3 25 | -15.5% | 20.0% | ||
| Q2 25 | -34.7% | 25.6% | ||
| Q1 25 | 9.4% | 10.3% | ||
| Q4 24 | -14.8% | 14.0% | ||
| Q3 24 | -39.3% | 19.7% | ||
| Q2 24 | -9.7% | 19.2% |
每股收益（稀释后）BALYRITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $-5.84 | $0.09 | ||
| Q3 25 | $-1.70 | $0.35 | ||
| Q2 25 | $-3.76 | $0.53 | ||
| Q1 25 | $0.57 | $0.07 | ||
| Q4 24 | $-1.76 | $0.50 | ||
| Q3 24 | $-5.10 | $0.20 | ||
| Q2 24 | $-1.24 | $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 | — |
| 总债务越低越好 | $4.5B | — |
| 股东权益账面价值 | $994.7M | $9.1B |
| 总资产 | $11.2B | $53.4B |
| 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BALYRITM
| Q1 26 | — | — | ||
| Q4 25 | $798.4M | $1.8B | ||
| Q3 25 | $160.7M | $1.6B | ||
| Q2 25 | $174.6M | $1.6B | ||
| Q1 25 | $209.7M | $1.5B | ||
| Q4 24 | $171.2M | $1.5B | ||
| Q3 24 | $191.0M | $1.6B | ||
| Q2 24 | $154.7M | $1.2B |
总债务BALYRITM
| Q1 26 | — | — | ||
| Q4 25 | $4.5B | $35.4B | ||
| Q3 25 | $3.7B | $32.2B | ||
| Q2 25 | $3.6B | $31.2B | ||
| Q1 25 | $3.5B | $32.2B | ||
| Q4 24 | $3.3B | $32.6B | ||
| Q3 24 | $3.7B | $29.6B | ||
| Q2 24 | $3.7B | $30.1B |
股东权益BALYRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $994.7M | $8.4B | ||
| Q3 25 | $521.5M | $8.5B | ||
| Q2 25 | $630.1M | $7.9B | ||
| Q1 25 | $796.5M | $7.8B | ||
| Q4 24 | $30.9M | $7.8B | ||
| Q3 24 | $233.4M | $7.7B | ||
| Q2 24 | $393.1M | $7.3B |
总资产BALYRITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $11.2B | $53.1B | ||
| Q3 25 | $7.6B | $47.2B | ||
| Q2 25 | $7.8B | $44.3B | ||
| Q1 25 | $7.5B | $45.3B | ||
| Q4 24 | $5.9B | $46.0B | ||
| Q3 24 | $6.4B | $42.3B | ||
| Q2 24 | $6.6B | $42.0B |
负债/权益比BALYRITM
| Q1 26 | — | — | ||
| Q4 25 | 4.52× | 4.20× | ||
| Q3 25 | 7.17× | 3.79× | ||
| Q2 25 | 5.68× | 3.92× | ||
| Q1 25 | 4.33× | 4.14× | ||
| Q4 24 | 107.40× | 4.18× | ||
| Q3 24 | 15.73× | 3.87× | ||
| Q2 24 | 9.34× | 4.10× |
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% |
RITM
| Servicing revenue, net | $375.1M | 45% |
| Other | $234.9M | 28% |
| Gain on originated residential mortgage loans, held-for-sale, net | $195.0M | 24% |
| Other revenue | $23.3M | 3% |
