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DraftKings Inc.（DKNG）与罗布乐思（RBLX）财务数据对比。点击上方公司名可切换其他公司
DraftKings Inc.的季度营收约是罗布乐思的1.4倍（$2.0B vs $1.4B），DraftKings Inc.净利率更高（6.9% vs -22.3%，领先29.2%），罗布乐思同比增速更快（43.2% vs 42.8%），DraftKings Inc.自由现金流更多（$316.5M vs $308.6M），过去两年罗布乐思的营收复合增速更高（32.9% vs 30.1%）
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。
罗布乐思（Roblox Corporation）是总部位于美国加利福尼亚州圣马特奥的游戏企业，由大卫·巴斯祖奇与埃里克·卡塞尔于2004年共同创立。公司核心产品为同名线上游戏创作平台Roblox，于2006年正式上线，截至2024年12月底全球员工规模已超2400人。
DKNG vs RBLX — 直观对比
营收规模更大
DKNG
是对方的1.4倍
$1.4B
营收增速更快
RBLX
高出0.4%
42.8%
净利率更高
DKNG
高出29.2%
-22.3%
自由现金流更多
DKNG
多$7.9M
$308.6M
两年增速更快
RBLX
近两年复合增速
30.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $1.4B |
| 净利润 | $136.4M | $-316.0M |
| 毛利率 | 46.0% | 77.7% |
| 营业利润率 | 7.6% | -25.3% |
| 净利率 | 6.9% | -22.3% |
| 营收同比 | 42.8% | 43.2% |
| 净利润同比 | 201.2% | -43.9% |
| 每股收益（稀释后） | $0.28 | $-0.44 |
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DKNGRBLX
| Q4 25 | $2.0B | $1.4B | ||
| Q3 25 | $1.1B | $1.4B | ||
| Q2 25 | $1.5B | $1.1B | ||
| Q1 25 | $1.4B | $1.0B | ||
| Q4 24 | $1.4B | $988.2M | ||
| Q3 24 | $1.1B | $919.0M | ||
| Q2 24 | $1.1B | $893.5M | ||
| Q1 24 | $1.2B | $801.3M |
净利润DKNGRBLX
| Q4 25 | $136.4M | $-316.0M | ||
| Q3 25 | $-256.8M | $-255.6M | ||
| Q2 25 | $157.9M | $-278.4M | ||
| Q1 25 | $-33.9M | $-215.1M | ||
| Q4 24 | $-134.9M | $-219.6M | ||
| Q3 24 | $-293.7M | $-239.3M | ||
| Q2 24 | $63.8M | $-205.9M | ||
| Q1 24 | $-142.6M | $-270.6M |
毛利率DKNGRBLX
| Q4 25 | 46.0% | 77.7% | ||
| Q3 25 | 31.5% | 78.2% | ||
| Q2 25 | 43.5% | 78.2% | ||
| Q1 25 | 40.1% | 78.3% | ||
| Q4 24 | 40.1% | 77.9% | ||
| Q3 24 | 32.2% | 77.7% | ||
| Q2 24 | 39.9% | 77.8% | ||
| Q1 24 | 39.6% | 77.7% |
营业利润率DKNGRBLX
| Q4 25 | 7.6% | -25.3% | ||
| Q3 25 | -23.8% | -21.8% | ||
| Q2 25 | 10.0% | -29.8% | ||
| Q1 25 | -3.3% | -24.6% | ||
| Q4 24 | -10.0% | -24.7% | ||
| Q3 24 | -27.3% | -30.4% | ||
| Q2 24 | -2.9% | -26.6% | ||
| Q1 24 | -11.8% | -37.7% |
净利率DKNGRBLX
| Q4 25 | 6.9% | -22.3% | ||
| Q3 25 | -22.4% | -18.8% | ||
| Q2 25 | 10.4% | -25.8% | ||
| Q1 25 | -2.4% | -20.8% | ||
| Q4 24 | -9.7% | -22.2% | ||
| Q3 24 | -26.8% | -26.0% | ||
| Q2 24 | 5.8% | -23.0% | ||
| Q1 24 | -12.1% | -33.8% |
每股收益（稀释后）DKNGRBLX
| Q4 25 | $0.28 | $-0.44 | ||
| Q3 25 | $-0.52 | $-0.37 | ||
| Q2 25 | $0.30 | $-0.41 | ||
| Q1 25 | $-0.07 | $-0.32 | ||
| Q4 24 | $-0.25 | $-0.32 | ||
| Q3 24 | $-0.60 | $-0.37 | ||
| Q2 24 | $0.10 | $-0.32 | ||
| Q1 24 | $-0.30 | $-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 | $1.1B | $3.1B |
| 总债务越低越好 | — | $1.2B |
| 股东权益账面价值 | $631.5M | $394.5M |
| 总资产 | $4.5B | $9.6B |
| 负债/权益比越低杠杆越低 | — | 2.98× |
8季度趋势，按日历期对齐
现金及短期投资DKNGRBLX
| Q4 25 | $1.1B | $3.1B | ||
| Q3 25 | $1.2B | $2.9B | ||
| Q2 25 | $1.3B | $2.6B | ||
| Q1 25 | $1.1B | $2.7B | ||
| Q4 24 | $788.3M | $2.4B | ||
| Q3 24 | $877.8M | $2.3B | ||
| Q2 24 | $815.9M | $2.4B | ||
| Q1 24 | $1.2B | $2.4B |
总债务DKNGRBLX
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益DKNGRBLX
| Q4 25 | $631.5M | $394.5M | ||
| Q3 25 | $732.3M | $407.6M | ||
| Q2 25 | $1.0B | $353.2M | ||
| Q1 25 | $872.9M | $310.7M | ||
| Q4 24 | $1.0B | $221.4M | ||
| Q3 24 | $1.1B | $189.9M | ||
| Q2 24 | $1.3B | $121.5M | ||
| Q1 24 | $831.0M | $71.6M |
总资产DKNGRBLX
| Q4 25 | $4.5B | $9.6B | ||
| Q3 25 | $4.6B | $8.6B | ||
| Q2 25 | $4.5B | $7.8B | ||
| Q1 25 | $4.5B | $7.5B | ||
| Q4 24 | $4.3B | $7.2B | ||
| Q3 24 | $4.3B | $6.7B | ||
| Q2 24 | $4.2B | $6.5B | ||
| Q1 24 | $3.8B | $6.3B |
负债/权益比DKNGRBLX
| Q4 25 | — | 2.98× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 5.48× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| 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 | $607.0M |
| 自由现金流经营现金流 - 资本支出 | $316.5M | $308.6M |
| 自由现金流率自由现金流/营收 | 15.9% | 21.8% |
| 资本支出强度资本支出/营收 | 0.2% | 21.1% |
| 现金转化率经营现金流/净利润 | 2.35× | — |
| 过去12个月自由现金流最近4个季度 | $647.5M | $1.4B |
8季度趋势，按日历期对齐
经营现金流DKNGRBLX
| Q4 25 | $320.5M | $607.0M | ||
| Q3 25 | $287.5M | $546.2M | ||
| Q2 25 | $173.9M | $199.3M | ||
| Q1 25 | $-119.0M | $443.9M | ||
| Q4 24 | $325.2M | $184.5M | ||
| Q3 24 | $133.6M | $247.4M | ||
| Q2 24 | $29.4M | $151.4M | ||
| Q1 24 | $-70.4M | $238.9M |
自由现金流DKNGRBLX
| Q4 25 | $316.5M | $308.6M | ||
| Q3 25 | $283.0M | $443.6M | ||
| Q2 25 | $169.6M | $176.7M | ||
| Q1 25 | $-121.7M | $426.5M | ||
| Q4 24 | $323.2M | $120.6M | ||
| Q3 24 | $130.9M | $218.0M | ||
| Q2 24 | $27.0M | $111.7M | ||
| Q1 24 | $-73.4M | $192.3M |
自由现金流率DKNGRBLX
| Q4 25 | 15.9% | 21.8% | ||
| Q3 25 | 24.7% | 32.6% | ||
| Q2 25 | 11.2% | 16.3% | ||
| Q1 25 | -8.6% | 41.2% | ||
| Q4 24 | 23.2% | 12.2% | ||
| Q3 24 | 11.9% | 23.7% | ||
| Q2 24 | 2.4% | 12.5% | ||
| Q1 24 | -6.2% | 24.0% |
资本支出强度DKNGRBLX
| Q4 25 | 0.2% | 21.1% | ||
| Q3 25 | 0.4% | 7.5% | ||
| Q2 25 | 0.3% | 2.1% | ||
| Q1 25 | 0.2% | 1.7% | ||
| Q4 24 | 0.1% | 6.5% | ||
| Q3 24 | 0.2% | 3.2% | ||
| Q2 24 | 0.2% | 4.4% | ||
| Q1 24 | 0.3% | 5.8% |
现金转化率DKNGRBLX
| Q4 25 | 2.35× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 1.10× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 0.46× | — | ||
| Q1 24 | — | — |
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% |
RBLX
暂无分部数据
