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Claritev Corp（CTEV）与Gaming & Leisure Properties, Inc.（GLPI）财务数据对比。点击上方公司名可切换其他公司
Gaming & Leisure Properties, Inc.的季度营收约是Claritev Corp的1.7倍（$420.0M vs $246.6M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs -32.7%，领先89.7%），Gaming & Leisure Properties, Inc.同比增速更快（6.3% vs 6.2%），过去两年Gaming & Leisure Properties, Inc.的营收复合增速更高（5.0% vs 2.5%）
博彩与休闲地产公司（GLPI）是一家专注于赌场物业的房地产投资信托（REIT），总部位于宾夕法尼亚州怀奥米辛。公司于2013年11月从宾州国民娱乐分拆成立，目前持有62处赌场物业，全部对外出租给其他企业运营。
CTEV vs GLPI — 直观对比
营收规模更大
GLPI
是对方的1.7倍
$246.6M
营收增速更快
GLPI
高出0.1%
6.2%
净利率更高
GLPI
高出89.7%
-32.7%
两年增速更快
GLPI
近两年复合增速
2.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $246.6M | $420.0M |
| 净利润 | $-80.6M | $239.4M |
| 毛利率 | — | — |
| 营业利润率 | -3.1% | 79.4% |
| 净利率 | -32.7% | 57.0% |
| 营收同比 | 6.2% | 6.3% |
| 净利润同比 | 41.6% | 40.5% |
| 每股收益（稀释后） | $-4.88 | — |
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CTEVGLPI
| Q1 26 | — | $420.0M | ||
| Q4 25 | $246.6M | $407.0M | ||
| Q3 25 | $246.0M | $397.6M | ||
| Q2 25 | $241.6M | $394.9M | ||
| Q1 25 | $231.3M | $395.2M | ||
| Q4 24 | $232.1M | $389.6M | ||
| Q3 24 | $230.5M | $385.3M | ||
| Q2 24 | $233.5M | $380.6M |
净利润CTEVGLPI
| Q1 26 | — | $239.4M | ||
| Q4 25 | $-80.6M | $275.4M | ||
| Q3 25 | $-69.8M | $241.2M | ||
| Q2 25 | $-62.6M | $151.4M | ||
| Q1 25 | $-71.3M | $165.2M | ||
| Q4 24 | $-138.0M | $223.6M | ||
| Q3 24 | $-391.4M | $184.7M | ||
| Q2 24 | $-576.7M | $208.3M |
营业利润率CTEVGLPI
| Q1 26 | — | 79.4% | ||
| Q4 25 | -3.1% | 89.3% | ||
| Q3 25 | 4.1% | 84.8% | ||
| Q2 25 | 6.9% | 61.3% | ||
| Q1 25 | 4.2% | 65.5% | ||
| Q4 24 | -17.8% | 79.1% | ||
| Q3 24 | -146.7% | 70.4% | ||
| Q2 24 | -224.4% | 77.1% |
净利率CTEVGLPI
| Q1 26 | — | 57.0% | ||
| Q4 25 | -32.7% | 67.6% | ||
| Q3 25 | -28.4% | 60.7% | ||
| Q2 25 | -25.9% | 38.4% | ||
| Q1 25 | -30.8% | 41.8% | ||
| Q4 24 | -59.4% | 57.4% | ||
| Q3 24 | -169.8% | 47.9% | ||
| Q2 24 | -247.0% | 54.7% |
每股收益（稀释后）CTEVGLPI
| Q1 26 | — | — | ||
| Q4 25 | $-4.88 | $0.96 | ||
| Q3 25 | $-4.23 | $0.85 | ||
| Q2 25 | $-3.81 | $0.54 | ||
| Q1 25 | $-4.38 | $0.60 | ||
| Q4 24 | $-8.49 | $0.79 | ||
| Q3 24 | $-24.25 | $0.67 | ||
| Q2 24 | $-35.78 | $0.77 |
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 | $16.8M | $274.5M |
| 总债务越低越好 | $4.6B | — |
| 股东权益账面价值 | $-173.9M | $5.0B |
| 总资产 | $4.9B | $13.8B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资CTEVGLPI
| Q1 26 | — | $274.5M | ||
| Q4 25 | $16.8M | — | ||
| Q3 25 | $39.2M | — | ||
| Q2 25 | $56.4M | — | ||
| Q1 25 | $23.1M | — | ||
| Q4 24 | $16.8M | $560.8M | ||
| Q3 24 | $86.6M | $560.8M | ||
| Q2 24 | $48.8M | $560.8M |
总债务CTEVGLPI
| Q1 26 | — | — | ||
| Q4 25 | $4.6B | $7.2B | ||
| Q3 25 | $4.5B | $7.2B | ||
| Q2 25 | $4.5B | $6.9B | ||
| Q1 25 | $4.5B | $6.9B | ||
| Q4 24 | $4.5B | $7.7B | ||
| Q3 24 | $4.5B | $7.4B | ||
| Q2 24 | $4.5B | $6.6B |
股东权益CTEVGLPI
| Q1 26 | — | $5.0B | ||
| Q4 25 | $-173.9M | $4.6B | ||
| Q3 25 | $-101.8M | $4.6B | ||
| Q2 25 | $-39.9M | $4.6B | ||
| Q1 25 | $14.8M | $4.2B | ||
| Q4 24 | $84.0M | $4.3B | ||
| Q3 24 | $207.6M | $4.3B | ||
| Q2 24 | $603.4M | $4.1B |
总资产CTEVGLPI
| Q1 26 | — | $13.8B | ||
| Q4 25 | $4.9B | $12.9B | ||
| Q3 25 | $5.0B | $12.8B | ||
| Q2 25 | $5.1B | $12.5B | ||
| Q1 25 | $5.1B | $12.1B | ||
| Q4 24 | $5.2B | $13.1B | ||
| Q3 24 | $5.3B | $12.7B | ||
| Q2 24 | $5.7B | $11.8B |
负债/权益比CTEVGLPI
| Q1 26 | — | — | ||
| Q4 25 | — | 1.56× | ||
| Q3 25 | — | 1.57× | ||
| Q2 25 | — | 1.51× | ||
| Q1 25 | 304.87× | 1.63× | ||
| Q4 24 | 53.67× | 1.81× | ||
| Q3 24 | 21.73× | 1.74× | ||
| Q2 24 | 7.48× | 1.60× |
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 | $66.3M | — |
| 自由现金流经营现金流 - 资本支出 | $36.4M | — |
| 自由现金流率自由现金流/营收 | 14.8% | — |
| 资本支出强度资本支出/营收 | 12.1% | — |
| 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 | $-12.3M | — |
8季度趋势，按日历期对齐
经营现金流CTEVGLPI
| Q1 26 | — | — | ||
| Q4 25 | $66.3M | $1.1B | ||
| Q3 25 | $19.9M | $240.3M | ||
| Q2 25 | $61.2M | $293.4M | ||
| Q1 25 | $-30.1M | $252.5M | ||
| Q4 24 | $-33.4M | $1.1B | ||
| Q3 24 | $72.8M | $270.4M | ||
| Q2 24 | $18.5M | $252.1M |
自由现金流CTEVGLPI
| Q1 26 | — | — | ||
| Q4 25 | $36.4M | — | ||
| Q3 25 | $-16.3M | $183.0M | ||
| Q2 25 | $36.6M | $272.3M | ||
| Q1 25 | $-68.9M | $239.6M | ||
| Q4 24 | $-63.8M | $1.1B | ||
| Q3 24 | $41.1M | $261.5M | ||
| Q2 24 | $-7.0M | $245.0M |
自由现金流率CTEVGLPI
| Q1 26 | — | — | ||
| Q4 25 | 14.8% | — | ||
| Q3 25 | -6.6% | 46.0% | ||
| Q2 25 | 15.2% | 69.0% | ||
| Q1 25 | -29.8% | 60.6% | ||
| Q4 24 | -27.5% | 275.3% | ||
| Q3 24 | 17.8% | 67.9% | ||
| Q2 24 | -3.0% | 64.4% |
资本支出强度CTEVGLPI
| Q1 26 | — | — | ||
| Q4 25 | 12.1% | — | ||
| Q3 25 | 14.7% | 14.4% | ||
| Q2 25 | 10.2% | 5.3% | ||
| Q1 25 | 16.8% | 3.3% | ||
| Q4 24 | 13.1% | 0.0% | ||
| Q3 24 | 13.8% | 2.3% | ||
| Q2 24 | 10.9% | 1.9% |
现金转化率CTEVGLPI
| Q1 26 | — | — | ||
| Q4 25 | — | 4.10× | ||
| Q3 25 | — | 1.00× | ||
| Q2 25 | — | 1.94× | ||
| Q1 25 | — | 1.53× | ||
| Q4 24 | — | 4.80× | ||
| Q3 24 | — | 1.46× | ||
| Q2 24 | — | 1.21× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
