vs
Bitcoin Depot Inc.（BTM）与GDEV Inc.（GDEV）财务数据对比。点击上方公司名可切换其他公司
Bitcoin Depot Inc.的季度营收约是GDEV Inc.的1.4倍（$162.5M vs $119.9M），GDEV Inc.净利率更高（13.9% vs 3.4%，领先10.5%），Bitcoin Depot Inc.同比增速更快（20.1% vs 13.3%）
Bitcoin Depot Inc.是北美领先的加密货币自动柜员机运营商，面向零售消费者提供线下自助终端买卖比特币等主流数字资产的服务，同时支持银行转账线上购买加密货币，终端点位广泛铺设在杂货店、加油站、便利店等流量较高的零售场所。
GDEV Inc.是一家游戏娱乐控股公司，在纳斯达克上市，总部位于塞浦路斯利马索尔。该公司前身为2014年成立的游戏公司Nexters，2023年6月改组为控股集团，是欧洲前五的独立移动游戏企业，旗下拥有Nexters Studio、Cubic Games、Royal Ark、Game Gears、Light Hour Games等工作室，分支机构分布在塞浦路斯、亚美尼亚、哈萨克斯坦等地。
BTM vs GDEV — 直观对比
营收规模更大
BTM
是对方的1.4倍
$119.9M
营收增速更快
BTM
高出6.8%
13.3%
净利率更高
GDEV
高出10.5%
3.4%
损益表 — Q3 FY2025 vs Q2 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $162.5M | $119.9M |
| 净利润 | $5.5M | $16.6M |
| 毛利率 | — | — |
| 营业利润率 | 7.3% | 15.5% |
| 净利率 | 3.4% | 13.9% |
| 营收同比 | 20.1% | 13.3% |
| 净利润同比 | 690.4% | 13.0% |
| 每股收益（稀释后） | $0.08 | $0.90 |
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BTMGDEV
| Q3 25 | $162.5M | — | ||
| Q2 25 | $172.1M | $119.9M | ||
| Q1 25 | $164.2M | — | ||
| Q3 24 | $135.3M | — | ||
| Q2 24 | $163.1M | $105.8M | ||
| Q1 24 | $138.5M | — | ||
| Q4 23 | $148.4M | — | ||
| Q3 23 | $179.5M | — |
净利润BTMGDEV
| Q3 25 | $5.5M | — | ||
| Q2 25 | $6.1M | $16.6M | ||
| Q1 25 | $4.2M | — | ||
| Q3 24 | $-939.0K | — | ||
| Q2 24 | $-2.6M | $14.7M | ||
| Q1 24 | $-1.5M | — | ||
| Q4 23 | $-8.3M | — | ||
| Q3 23 | $-7.1M | — |
营业利润率BTMGDEV
| Q3 25 | 7.3% | — | ||
| Q2 25 | 9.2% | 15.5% | ||
| Q1 25 | 10.8% | — | ||
| Q3 24 | 4.1% | — | ||
| Q2 24 | 4.7% | 14.4% | ||
| Q1 24 | 0.5% | — | ||
| Q4 23 | 2.6% | — | ||
| Q3 23 | 4.1% | — |
净利率BTMGDEV
| Q3 25 | 3.4% | — | ||
| Q2 25 | 3.5% | 13.9% | ||
| Q1 25 | 2.6% | — | ||
| Q3 24 | -0.7% | — | ||
| Q2 24 | -1.6% | 13.9% | ||
| Q1 24 | -1.1% | — | ||
| Q4 23 | -5.6% | — | ||
| Q3 23 | -4.0% | — |
每股收益（稀释后）BTMGDEV
| Q3 25 | $0.08 | — | ||
| Q2 25 | $0.16 | $0.90 | ||
| Q1 25 | $0.20 | — | ||
| Q3 24 | $-0.05 | — | ||
| Q2 24 | $-0.13 | $0.81 | ||
| Q1 24 | $-0.25 | — | ||
| Q4 23 | — | — | ||
| Q3 23 | $-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 | $59.3M | $41.6M |
| 总债务越低越好 | $67.5M | — |
| 股东权益账面价值 | $21.0M | $-129.4M |
| 总资产 | $125.3M | $210.2M |
| 负债/权益比越低杠杆越低 | 3.21× | — |
8季度趋势，按日历期对齐
现金及短期投资BTMGDEV
| Q3 25 | $59.3M | — | ||
| Q2 25 | $48.0M | $41.6M | ||
| Q1 25 | $35.0M | — | ||
| Q3 24 | $32.2M | — | ||
| Q2 24 | $43.9M | $50.8M | ||
| Q1 24 | $42.2M | — | ||
| Q4 23 | $29.8M | — | ||
| Q3 23 | $29.7M | — |
总债务BTMGDEV
| Q3 25 | $67.5M | — | ||
| Q2 25 | $66.5M | — | ||
| Q1 25 | $56.2M | — | ||
| Q3 24 | $44.5M | — | ||
| Q2 24 | $41.2M | — | ||
| Q1 24 | $37.6M | — | ||
| Q4 23 | $22.5M | — | ||
| Q3 23 | $20.8M | — |
股东权益BTMGDEV
| Q3 25 | $21.0M | — | ||
| Q2 25 | $4.7M | $-129.4M | ||
| Q1 25 | $-4.6M | — | ||
| Q3 24 | $-7.9M | — | ||
| Q2 24 | $4.4M | $-118.7M | ||
| Q1 24 | $5.0M | — | ||
| Q4 23 | — | — | ||
| Q3 23 | $6.6M | — |
总资产BTMGDEV
| Q3 25 | $125.3M | — | ||
| Q2 25 | $109.1M | $210.2M | ||
| Q1 25 | $89.7M | — | ||
| Q3 24 | $87.4M | — | ||
| Q2 24 | $97.5M | $282.8M | ||
| Q1 24 | $90.1M | — | ||
| Q4 23 | $74.3M | — | ||
| Q3 23 | $78.5M | — |
负债/权益比BTMGDEV
| Q3 25 | 3.21× | — | ||
| Q2 25 | 14.18× | — | ||
| Q1 25 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 9.27× | — | ||
| Q1 24 | 7.54× | — | ||
| Q4 23 | — | — | ||
| Q3 23 | 3.15× | — |
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 | $6.6M | — |
| 自由现金流经营现金流 - 资本支出 | $2.5M | — |
| 自由现金流率自由现金流/营收 | 1.6% | — |
| 资本支出强度资本支出/营收 | 2.5% | — |
| 现金转化率经营现金流/净利润 | 1.20× | — |
| 过去12个月自由现金流最近4个季度 | $27.1M | — |
8季度趋势，按日历期对齐
经营现金流BTMGDEV
| Q3 25 | $6.6M | — | ||
| Q2 25 | $10.2M | — | ||
| Q1 25 | $16.3M | — | ||
| Q3 24 | $5.8M | — | ||
| Q2 24 | $10.1M | — | ||
| Q1 24 | $1.3M | — | ||
| Q4 23 | $7.5M | — | ||
| Q3 23 | $7.0M | — |
自由现金流BTMGDEV
| Q3 25 | $2.5M | — | ||
| Q2 25 | $9.8M | — | ||
| Q1 25 | $15.9M | — | ||
| Q3 24 | $-1.0M | — | ||
| Q2 24 | $7.6M | — | ||
| Q1 24 | $789.0K | — | ||
| Q4 23 | — | — | ||
| Q3 23 | $7.0M | — |
自由现金流率BTMGDEV
| Q3 25 | 1.6% | — | ||
| Q2 25 | 5.7% | — | ||
| Q1 25 | 9.7% | — | ||
| Q3 24 | -0.8% | — | ||
| Q2 24 | 4.7% | — | ||
| Q1 24 | 0.6% | — | ||
| Q4 23 | — | — | ||
| Q3 23 | 3.9% | — |
资本支出强度BTMGDEV
| Q3 25 | 2.5% | — | ||
| Q2 25 | 0.2% | — | ||
| Q1 25 | 0.2% | — | ||
| Q3 24 | 5.0% | — | ||
| Q2 24 | 1.5% | — | ||
| Q1 24 | 0.4% | — | ||
| Q4 23 | — | — | ||
| Q3 23 | 0.0% | — |
现金转化率BTMGDEV
| Q3 25 | 1.20× | — | ||
| Q2 25 | 1.67× | — | ||
| Q1 25 | 3.88× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — | ||
| Q4 23 | — | — | ||
| Q3 23 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
