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DraftKings Inc.(DKNG)与BRINKER INTERNATIONAL, INC(EAT)财务数据对比。点击上方公司名可切换其他公司
DraftKings Inc.的季度营收约是BRINKER INTERNATIONAL, INC的1.4倍($2.0B vs $1.5B),BRINKER INTERNATIONAL, INC净利率更高(8.8% vs 6.9%,领先2.0%),DraftKings Inc.同比增速更快(42.8% vs 6.9%),DraftKings Inc.自由现金流更多($316.5M vs $155.2M),过去两年DraftKings Inc.的营收复合增速更高(30.1% vs 13.9%)
DraftKings Inc.是总部位于美国马萨诸塞州波士顿的博彩企业,主要提供体育博彩、每日范特西体育相关服务,是全球线上博彩娱乐赛道的知名企业,业务覆盖多个国家和地区的合规消费市场。
Brinker International, Inc.是美国跨国餐饮企业,成立于1975年,总部位于得克萨斯州达拉斯,旗下拥有Chili's和Maggiano's Little Italy两大知名连锁餐饮品牌,目前在全球持有、运营或特许经营的上述品牌门店总计达1672家。
DKNG vs EAT — 直观对比
营收规模更大
DKNG
是对方的1.4倍
$1.5B
营收增速更快
DKNG
高出35.9%
6.9%
净利率更高
EAT
高出2.0%
6.9%
自由现金流更多
DKNG
多$161.3M
$155.2M
两年增速更快
DKNG
近两年复合增速
13.9%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $2.0B | $1.5B |
| 净利润 | $136.4M | $128.5M |
| 毛利率 | 46.0% | — |
| 营业利润率 | 7.6% | 11.6% |
| 净利率 | 6.9% | 8.8% |
| 营收同比 | 42.8% | 6.9% |
| 净利润同比 | 201.2% | 8.4% |
| 每股收益(稀释后) | $0.28 | $2.86 |
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
DKNG
EAT
| Q4 25 | $2.0B | $1.5B | ||
| Q3 25 | $1.1B | $1.3B | ||
| Q2 25 | $1.5B | $1.5B | ||
| Q1 25 | $1.4B | $1.4B | ||
| Q4 24 | $1.4B | $1.4B | ||
| Q3 24 | $1.1B | $1.1B | ||
| Q2 24 | $1.1B | $1.2B | ||
| Q1 24 | $1.2B | $1.1B |
净利润
DKNG
EAT
| Q4 25 | $136.4M | $128.5M | ||
| Q3 25 | $-256.8M | $99.5M | ||
| Q2 25 | $157.9M | $107.0M | ||
| Q1 25 | $-33.9M | $119.1M | ||
| Q4 24 | $-134.9M | $118.5M | ||
| Q3 24 | $-293.7M | $38.5M | ||
| Q2 24 | $63.8M | $57.3M | ||
| Q1 24 | $-142.6M | $48.7M |
毛利率
DKNG
EAT
| Q4 25 | 46.0% | — | ||
| Q3 25 | 31.5% | — | ||
| Q2 25 | 43.5% | — | ||
| Q1 25 | 40.1% | — | ||
| Q4 24 | 40.1% | — | ||
| Q3 24 | 32.2% | — | ||
| Q2 24 | 39.9% | — | ||
| Q1 24 | 39.6% | — |
营业利润率
DKNG
EAT
| Q4 25 | 7.6% | 11.6% | ||
| Q3 25 | -23.8% | 8.7% | ||
| Q2 25 | 10.0% | 9.8% | ||
| Q1 25 | -3.3% | 11.0% | ||
| Q4 24 | -10.0% | 11.5% | ||
| Q3 24 | -27.3% | 5.0% | ||
| Q2 24 | -2.9% | 6.1% | ||
| Q1 24 | -11.8% | 6.2% |
净利率
DKNG
EAT
| Q4 25 | 6.9% | 8.8% | ||
| Q3 25 | -22.4% | 7.4% | ||
| Q2 25 | 10.4% | 7.3% | ||
| Q1 25 | -2.4% | 8.4% | ||
| Q4 24 | -9.7% | 8.7% | ||
| Q3 24 | -26.8% | 3.4% | ||
| Q2 24 | 5.8% | 4.7% | ||
| Q1 24 | -12.1% | 4.3% |
每股收益(稀释后)
DKNG
EAT
| Q4 25 | $0.28 | $2.86 | ||
| Q3 25 | $-0.52 | $2.17 | ||
| Q2 25 | $0.30 | $2.31 | ||
| Q1 25 | $-0.07 | $2.56 | ||
| Q4 24 | $-0.25 | $2.61 | ||
| Q3 24 | $-0.60 | $0.84 | ||
| Q2 24 | $0.10 | $1.22 | ||
| Q1 24 | $-0.30 | $1.08 |
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 | $1.1B | $15.0M |
| 总债务越低越好 | — | $451.3M |
| 股东权益账面价值 | $631.5M | $379.3M |
| 总资产 | $4.5B | $2.7B |
| 负债/权益比越低杠杆越低 | — | 1.19× |
8季度趋势,按日历期对齐
现金及短期投资
DKNG
EAT
| Q4 25 | $1.1B | $15.0M | ||
| Q3 25 | $1.2B | $33.6M | ||
| Q2 25 | $1.3B | $18.9M | ||
| Q1 25 | $1.1B | $17.5M | ||
| Q4 24 | $788.3M | $14.8M | ||
| Q3 24 | $877.8M | $16.2M | ||
| Q2 24 | $815.9M | $64.6M | ||
| Q1 24 | $1.2B | $15.5M |
总债务
DKNG
EAT
| Q4 25 | — | $451.3M | ||
| Q3 25 | — | $525.8M | ||
| Q2 25 | — | $426.0M | ||
| Q1 25 | — | $518.3M | ||
| Q4 24 | — | $652.0M | ||
| Q3 24 | — | $806.9M | ||
| Q2 24 | — | $786.3M | ||
| Q1 24 | — | $818.5M |
股东权益
DKNG
EAT
| Q4 25 | $631.5M | $379.3M | ||
| Q3 25 | $732.3M | $343.9M | ||
| Q2 25 | $1.0B | $370.9M | ||
| Q1 25 | $872.9M | $259.0M | ||
| Q4 24 | $1.0B | $131.5M | ||
| Q3 24 | $1.1B | $12.7M | ||
| Q2 24 | $1.3B | $39.4M | ||
| Q1 24 | $831.0M | $-46.7M |
总资产
DKNG
EAT
| Q4 25 | $4.5B | $2.7B | ||
| Q3 25 | $4.6B | $2.7B | ||
| Q2 25 | $4.5B | $2.7B | ||
| Q1 25 | $4.5B | $2.6B | ||
| Q4 24 | $4.3B | $2.6B | ||
| Q3 24 | $4.3B | $2.5B | ||
| Q2 24 | $4.2B | $2.6B | ||
| Q1 24 | $3.8B | $2.5B |
负债/权益比
DKNG
EAT
| Q4 25 | — | 1.19× | ||
| Q3 25 | — | 1.53× | ||
| Q2 25 | — | 1.15× | ||
| Q1 25 | — | 2.00× | ||
| Q4 24 | — | 4.96× | ||
| Q3 24 | — | 63.54× | ||
| Q2 24 | — | 19.96× | ||
| Q1 24 | — | — |
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 | $320.5M | $218.9M |
| 自由现金流经营现金流 - 资本支出 | $316.5M | $155.2M |
| 自由现金流率自由现金流/营收 | 15.9% | 10.7% |
| 资本支出强度资本支出/营收 | 0.2% | 4.4% |
| 现金转化率经营现金流/净利润 | 2.35× | 1.70× |
| 过去12个月自由现金流最近4个季度 | $647.5M | $455.9M |
8季度趋势,按日历期对齐
经营现金流
DKNG
EAT
| Q4 25 | $320.5M | $218.9M | ||
| Q3 25 | $287.5M | $120.8M | ||
| Q2 25 | $173.9M | $186.0M | ||
| Q1 25 | $-119.0M | $212.0M | ||
| Q4 24 | $325.2M | $218.2M | ||
| Q3 24 | $133.6M | $62.8M | ||
| Q2 24 | $29.4M | $141.5M | ||
| Q1 24 | $-70.4M | $130.1M |
自由现金流
DKNG
EAT
| Q4 25 | $316.5M | $155.2M | ||
| Q3 25 | $283.0M | $62.2M | ||
| Q2 25 | $169.6M | $106.1M | ||
| Q1 25 | $-121.7M | $132.4M | ||
| Q4 24 | $323.2M | $168.9M | ||
| Q3 24 | $130.9M | $6.3M | ||
| Q2 24 | $27.0M | $83.5M | ||
| Q1 24 | $-73.4M | $78.7M |
自由现金流率
DKNG
EAT
| Q4 25 | 15.9% | 10.7% | ||
| Q3 25 | 24.7% | 4.6% | ||
| Q2 25 | 11.2% | 7.3% | ||
| Q1 25 | -8.6% | 9.3% | ||
| Q4 24 | 23.2% | 12.4% | ||
| Q3 24 | 11.9% | 0.6% | ||
| Q2 24 | 2.4% | 6.9% | ||
| Q1 24 | -6.2% | 7.0% |
资本支出强度
DKNG
EAT
| Q4 25 | 0.2% | 4.4% | ||
| Q3 25 | 0.4% | 4.3% | ||
| Q2 25 | 0.3% | 5.5% | ||
| Q1 25 | 0.2% | 5.6% | ||
| Q4 24 | 0.1% | 3.6% | ||
| Q3 24 | 0.2% | 5.0% | ||
| Q2 24 | 0.2% | 4.8% | ||
| Q1 24 | 0.3% | 4.6% |
现金转化率
DKNG
EAT
| Q4 25 | 2.35× | 1.70× | ||
| Q3 25 | — | 1.21× | ||
| Q2 25 | 1.10× | 1.74× | ||
| Q1 25 | — | 1.78× | ||
| Q4 24 | — | 1.84× | ||
| Q3 24 | — | 1.63× | ||
| Q2 24 | 0.46× | 2.47× | ||
| Q1 24 | — | 2.67× |
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
DKNG
| Sportsbook | $1.4B | 68% |
| I Gaming | $500.2M | 25% |
| Other | $137.9M | 7% |
EAT
| Chilis Restaurants | $1.3B | 91% |
| Maggianos Restaurants | $134.9M | 9% |
| Franchise Revenues | $13.4M | 1% |