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DraftKings Inc.(DKNG)与Intuit(INTU)财务数据对比。点击上方公司名可切换其他公司
Intuit的季度营收约是DraftKings Inc.的2.0倍($3.9B vs $2.0B),Intuit净利率更高(11.5% vs 6.9%,领先4.6%),DraftKings Inc.同比增速更快(42.8% vs 18.3%),Intuit自由现金流更多($599.0M vs $316.5M),过去两年DraftKings Inc.的营收复合增速更高(30.1% vs 7.1%)
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。
Intuit是总部位于美国加利福尼亚州山景城的跨国商业软件企业,专注于财务软件领域,现任首席执行官为萨桑·古达齐。旗下核心产品包括报税软件TurboTax、小微企业会计软件QuickBooks、信用监测及个人理财服务Credit Karma、邮件营销平台Mailchimp,服务覆盖个人及企业财税、营销等多个场景。
DKNG vs INTU — 直观对比
营收规模更大
INTU
是对方的2.0倍
$2.0B
营收增速更快
DKNG
高出24.5%
18.3%
净利率更高
INTU
高出4.6%
6.9%
自由现金流更多
INTU
多$282.5M
$316.5M
两年增速更快
DKNG
近两年复合增速
7.1%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $2.0B | $3.9B |
| 净利润 | $136.4M | $446.0M |
| 毛利率 | 46.0% | — |
| 营业利润率 | 7.6% | 13.7% |
| 净利率 | 6.9% | 11.5% |
| 营收同比 | 42.8% | 18.3% |
| 净利润同比 | 201.2% | 126.4% |
| 每股收益(稀释后) | $0.28 | $1.59 |
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
INTU
| Q4 25 | $2.0B | $3.9B | ||
| Q3 25 | $1.1B | $3.8B | ||
| Q2 25 | $1.5B | $7.8B | ||
| Q1 25 | $1.4B | $4.0B | ||
| Q4 24 | $1.4B | $3.3B | ||
| Q3 24 | $1.1B | $3.2B | ||
| Q2 24 | $1.1B | $6.7B | ||
| Q1 24 | $1.2B | $3.4B |
净利润
DKNG
INTU
| Q4 25 | $136.4M | $446.0M | ||
| Q3 25 | $-256.8M | $381.0M | ||
| Q2 25 | $157.9M | $2.8B | ||
| Q1 25 | $-33.9M | $471.0M | ||
| Q4 24 | $-134.9M | $197.0M | ||
| Q3 24 | $-293.7M | $-20.0M | ||
| Q2 24 | $63.8M | $2.4B | ||
| Q1 24 | $-142.6M | $353.0M |
毛利率
DKNG
INTU
| 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
INTU
| Q4 25 | 7.6% | 13.7% | ||
| Q3 25 | -23.8% | 8.8% | ||
| Q2 25 | 10.0% | 48.0% | ||
| Q1 25 | -3.3% | 15.0% | ||
| Q4 24 | -10.0% | 8.3% | ||
| Q3 24 | -27.3% | -4.7% | ||
| Q2 24 | -2.9% | 46.1% | ||
| Q1 24 | -11.8% | 10.9% |
净利率
DKNG
INTU
| Q4 25 | 6.9% | 11.5% | ||
| Q3 25 | -22.4% | 9.9% | ||
| Q2 25 | 10.4% | 36.4% | ||
| Q1 25 | -2.4% | 11.9% | ||
| Q4 24 | -9.7% | 6.0% | ||
| Q3 24 | -26.8% | -0.6% | ||
| Q2 24 | 5.8% | 35.5% | ||
| Q1 24 | -12.1% | 10.4% |
每股收益(稀释后)
DKNG
INTU
| Q4 25 | $0.28 | $1.59 | ||
| Q3 25 | $-0.52 | $1.28 | ||
| Q2 25 | $0.30 | $10.02 | ||
| Q1 25 | $-0.07 | $1.67 | ||
| Q4 24 | $-0.25 | $0.70 | ||
| Q3 24 | $-0.60 | $-0.09 | ||
| Q2 24 | $0.10 | $8.42 | ||
| Q1 24 | $-0.30 | $1.25 |
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 | $3.5B |
| 总债务越低越好 | — | $6.1B |
| 股东权益账面价值 | $631.5M | $19.3B |
| 总资产 | $4.5B | $33.2B |
| 负债/权益比越低杠杆越低 | — | 0.32× |
8季度趋势,按日历期对齐
现金及短期投资
DKNG
INTU
| Q4 25 | $1.1B | $3.5B | ||
| Q3 25 | $1.2B | $2.9B | ||
| Q2 25 | $1.3B | $5.4B | ||
| Q1 25 | $1.1B | $2.4B | ||
| Q4 24 | $788.3M | $2.9B | ||
| Q3 24 | $877.8M | $3.6B | ||
| Q2 24 | $815.9M | $4.2B | ||
| Q1 24 | $1.2B | $1.5B |
总债务
DKNG
INTU
| Q4 25 | — | $6.1B | ||
| Q3 25 | — | $6.0B | ||
| Q2 25 | — | $6.4B | ||
| Q1 25 | — | $6.3B | ||
| Q4 24 | — | $6.1B | ||
| Q3 24 | — | $6.0B | ||
| Q2 24 | — | $6.0B | ||
| Q1 24 | — | $6.0B |
股东权益
DKNG
INTU
| Q4 25 | $631.5M | $19.3B | ||
| Q3 25 | $732.3M | $19.7B | ||
| Q2 25 | $1.0B | $20.1B | ||
| Q1 25 | $872.9M | $17.9B | ||
| Q4 24 | $1.0B | $18.1B | ||
| Q3 24 | $1.1B | $18.4B | ||
| Q2 24 | $1.3B | $18.8B | ||
| Q1 24 | $831.0M | $16.9B |
总资产
DKNG
INTU
| Q4 25 | $4.5B | $33.2B | ||
| Q3 25 | $4.6B | $37.0B | ||
| Q2 25 | $4.5B | $36.6B | ||
| Q1 25 | $4.5B | $31.7B | ||
| Q4 24 | $4.3B | $33.2B | ||
| Q3 24 | $4.3B | $32.1B | ||
| Q2 24 | $4.2B | $31.6B | ||
| Q1 24 | $3.8B | $29.7B |
负债/权益比
DKNG
INTU
| Q4 25 | — | 0.32× | ||
| Q3 25 | — | 0.30× | ||
| Q2 25 | — | 0.32× | ||
| Q1 25 | — | 0.35× | ||
| Q4 24 | — | 0.34× | ||
| Q3 24 | — | 0.33× | ||
| Q2 24 | — | 0.32× | ||
| Q1 24 | — | 0.35× |
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 | $637.0M |
| 自由现金流经营现金流 - 资本支出 | $316.5M | $599.0M |
| 自由现金流率自由现金流/营收 | 15.9% | 15.4% |
| 资本支出强度资本支出/营收 | 0.2% | 1.0% |
| 现金转化率经营现金流/净利润 | 2.35× | 1.43× |
| 过去12个月自由现金流最近4个季度 | $647.5M | $6.4B |
8季度趋势,按日历期对齐
经营现金流
DKNG
INTU
| Q4 25 | $320.5M | $637.0M | ||
| Q3 25 | $287.5M | $381.0M | ||
| Q2 25 | $173.9M | $4.4B | ||
| Q1 25 | $-119.0M | $1.1B | ||
| Q4 24 | $325.2M | $362.0M | ||
| Q3 24 | $133.6M | $417.0M | ||
| Q2 24 | $29.4M | $4.0B | ||
| Q1 24 | $-70.4M | $613.0M |
自由现金流
DKNG
INTU
| Q4 25 | $316.5M | $599.0M | ||
| Q3 25 | $283.0M | $366.0M | ||
| Q2 25 | $169.6M | $4.4B | ||
| Q1 25 | $-121.7M | $1.0B | ||
| Q4 24 | $323.2M | $329.0M | ||
| Q3 24 | $130.9M | $400.0M | ||
| Q2 24 | $27.0M | $3.9B | ||
| Q1 24 | $-73.4M | $550.0M |
自由现金流率
DKNG
INTU
| Q4 25 | 15.9% | 15.4% | ||
| Q3 25 | 24.7% | 9.6% | ||
| Q2 25 | 11.2% | 56.2% | ||
| Q1 25 | -8.6% | 26.2% | ||
| Q4 24 | 23.2% | 10.0% | ||
| Q3 24 | 11.9% | 12.6% | ||
| Q2 24 | 2.4% | 57.7% | ||
| Q1 24 | -6.2% | 16.2% |
资本支出强度
DKNG
INTU
| Q4 25 | 0.2% | 1.0% | ||
| Q3 25 | 0.4% | 0.4% | ||
| Q2 25 | 0.3% | 0.5% | ||
| Q1 25 | 0.2% | 0.8% | ||
| Q4 24 | 0.1% | 1.0% | ||
| Q3 24 | 0.2% | 0.5% | ||
| Q2 24 | 0.2% | 0.9% | ||
| Q1 24 | 0.3% | 1.9% |
现金转化率
DKNG
INTU
| Q4 25 | 2.35× | 1.43× | ||
| Q3 25 | — | 1.00× | ||
| Q2 25 | 1.10× | 1.56× | ||
| Q1 25 | — | 2.27× | ||
| Q4 24 | — | 1.84× | ||
| Q3 24 | — | — | ||
| Q2 24 | 0.46× | 1.65× | ||
| Q1 24 | — | 1.74× |
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% |
INTU
| Quick Books Online Accounting | $1.2B | 32% |
| Product And Other | $779.0M | 20% |
| Credit Karma | $616.0M | 16% |
| Turbo Tax | $581.0M | 15% |
| Quick Books Desktop Accounting | $408.0M | 11% |
| Pro Tax | $290.0M | 7% |