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DraftKings Inc.(DKNG)与Rivian Automotive, Inc.(RIVN)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Rivian Automotive, Inc.的1.5倍($2.0B vs $1.3B),DraftKings Inc.净利率更高(6.9% vs -63.1%,领先69.9%),DraftKings Inc.同比增速更快(42.8% vs -25.8%),DraftKings Inc.自由现金流更多($316.5M vs $-1.1B),过去两年DraftKings Inc.的营收复合增速更高(30.1% vs 3.3%)
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。
Rivian Automotive是2009年成立的美国电动汽车制造商及汽车科技企业,主打基于自研滑板平台打造的电动SUV、皮卡及EDV电动配送货车,旗下R1T皮卡于2021年末正式开启交付,还计划于2023年底前在美国和加拿大布局专属充电网络,其平台可适配新车型也可对外授权使用。
DKNG vs RIVN — 直观对比
营收规模更大
DKNG
是对方的1.5倍
$1.3B
营收增速更快
DKNG
高出68.7%
-25.8%
净利率更高
DKNG
高出69.9%
-63.1%
自由现金流更多
DKNG
多$1.5B
$-1.1B
两年增速更快
DKNG
近两年复合增速
3.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $2.0B | $1.3B |
| 净利润 | $136.4M | $-811.0M |
| 毛利率 | 46.0% | 9.3% |
| 营业利润率 | 7.6% | -64.8% |
| 净利率 | 6.9% | -63.1% |
| 营收同比 | 42.8% | -25.8% |
| 净利润同比 | 201.2% | -9.0% |
| 每股收益(稀释后) | $0.28 | $-0.66 |
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
RIVN
| Q4 25 | $2.0B | $1.3B | ||
| Q3 25 | $1.1B | $1.6B | ||
| Q2 25 | $1.5B | $1.3B | ||
| Q1 25 | $1.4B | $1.2B | ||
| Q4 24 | $1.4B | $1.7B | ||
| Q3 24 | $1.1B | $874.0M | ||
| Q2 24 | $1.1B | $1.2B | ||
| Q1 24 | $1.2B | $1.2B |
净利润
DKNG
RIVN
| Q4 25 | $136.4M | $-811.0M | ||
| Q3 25 | $-256.8M | $-1.2B | ||
| Q2 25 | $157.9M | $-1.1B | ||
| Q1 25 | $-33.9M | $-545.0M | ||
| Q4 24 | $-134.9M | $-744.0M | ||
| Q3 24 | $-293.7M | $-1.1B | ||
| Q2 24 | $63.8M | $-1.5B | ||
| Q1 24 | $-142.6M | $-1.4B |
毛利率
DKNG
RIVN
| Q4 25 | 46.0% | 9.3% | ||
| Q3 25 | 31.5% | 1.5% | ||
| Q2 25 | 43.5% | -15.8% | ||
| Q1 25 | 40.1% | 16.6% | ||
| Q4 24 | 40.1% | 9.8% | ||
| Q3 24 | 32.2% | -44.9% | ||
| Q2 24 | 39.9% | -38.9% | ||
| Q1 24 | 39.6% | -43.8% |
营业利润率
DKNG
RIVN
| Q4 25 | 7.6% | -64.8% | ||
| Q3 25 | -23.8% | -63.1% | ||
| Q2 25 | 10.0% | -85.5% | ||
| Q1 25 | -3.3% | -52.8% | ||
| Q4 24 | -10.0% | -38.1% | ||
| Q3 24 | -27.3% | -133.8% | ||
| Q2 24 | -2.9% | -118.7% | ||
| Q1 24 | -11.8% | -123.3% |
净利率
DKNG
RIVN
| Q4 25 | 6.9% | -63.1% | ||
| Q3 25 | -22.4% | -75.3% | ||
| Q2 25 | 10.4% | -85.7% | ||
| Q1 25 | -2.4% | -44.0% | ||
| Q4 24 | -9.7% | -42.9% | ||
| Q3 24 | -26.8% | -125.9% | ||
| Q2 24 | 5.8% | -125.8% | ||
| Q1 24 | -12.1% | -120.1% |
每股收益(稀释后)
DKNG
RIVN
| Q4 25 | $0.28 | $-0.66 | ||
| Q3 25 | $-0.52 | $-0.96 | ||
| Q2 25 | $0.30 | $-0.97 | ||
| Q1 25 | $-0.07 | $-0.48 | ||
| Q4 24 | $-0.25 | $-0.67 | ||
| Q3 24 | $-0.60 | $-1.08 | ||
| Q2 24 | $0.10 | $-1.46 | ||
| Q1 24 | $-0.30 | $-1.48 |
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 | $6.1B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $631.5M | $4.6B |
| 总资产 | $4.5B | $14.9B |
| 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
DKNG
RIVN
| Q4 25 | $1.1B | $6.1B | ||
| Q3 25 | $1.2B | $7.1B | ||
| Q2 25 | $1.3B | $7.5B | ||
| Q1 25 | $1.1B | $7.2B | ||
| Q4 24 | $788.3M | $7.7B | ||
| Q3 24 | $877.8M | $6.7B | ||
| Q2 24 | $815.9M | $7.9B | ||
| Q1 24 | $1.2B | $7.9B |
总债务
DKNG
RIVN
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $5.5B | ||
| Q1 24 | — | $4.4B |
股东权益
DKNG
RIVN
| Q4 25 | $631.5M | $4.6B | ||
| Q3 25 | $732.3M | $5.1B | ||
| Q2 25 | $1.0B | $6.1B | ||
| Q1 25 | $872.9M | $6.2B | ||
| Q4 24 | $1.0B | $6.6B | ||
| Q3 24 | $1.1B | $5.9B | ||
| Q2 24 | $1.3B | $6.8B | ||
| Q1 24 | $831.0M | $8.1B |
总资产
DKNG
RIVN
| Q4 25 | $4.5B | $14.9B | ||
| Q3 25 | $4.6B | $15.2B | ||
| Q2 25 | $4.5B | $15.6B | ||
| Q1 25 | $4.5B | $15.5B | ||
| Q4 24 | $4.3B | $15.4B | ||
| Q3 24 | $4.3B | $14.3B | ||
| Q2 24 | $4.2B | $15.4B | ||
| Q1 24 | $3.8B | $15.7B |
负债/权益比
DKNG
RIVN
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.81× | ||
| Q1 24 | — | 0.55× |
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 | $-681.0M |
| 自由现金流经营现金流 - 资本支出 | $316.5M | $-1.1B |
| 自由现金流率自由现金流/营收 | 15.9% | -89.0% |
| 资本支出强度资本支出/营收 | 0.2% | 36.0% |
| 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 | $-2.5B |
8季度趋势,按日历期对齐
经营现金流
DKNG
RIVN
| Q4 25 | $320.5M | $-681.0M | ||
| Q3 25 | $287.5M | $26.0M | ||
| Q2 25 | $173.9M | $64.0M | ||
| Q1 25 | $-119.0M | $-188.0M | ||
| Q4 24 | $325.2M | $1.2B | ||
| Q3 24 | $133.6M | $-876.0M | ||
| Q2 24 | $29.4M | $-754.0M | ||
| Q1 24 | $-70.4M | $-1.3B |
自由现金流
DKNG
RIVN
| Q4 25 | $316.5M | $-1.1B | ||
| Q3 25 | $283.0M | $-421.0M | ||
| Q2 25 | $169.6M | $-398.0M | ||
| Q1 25 | $-121.7M | $-526.0M | ||
| Q4 24 | $323.2M | $856.0M | ||
| Q3 24 | $130.9M | $-1.2B | ||
| Q2 24 | $27.0M | $-1.0B | ||
| Q1 24 | $-73.4M | $-1.5B |
自由现金流率
DKNG
RIVN
| Q4 25 | 15.9% | -89.0% | ||
| Q3 25 | 24.7% | -27.0% | ||
| Q2 25 | 11.2% | -30.5% | ||
| Q1 25 | -8.6% | -42.4% | ||
| Q4 24 | 23.2% | 49.4% | ||
| Q3 24 | 11.9% | -131.9% | ||
| Q2 24 | 2.4% | -89.6% | ||
| Q1 24 | -6.2% | -126.5% |
资本支出强度
DKNG
RIVN
| Q4 25 | 0.2% | 36.0% | ||
| Q3 25 | 0.4% | 28.7% | ||
| Q2 25 | 0.3% | 35.5% | ||
| Q1 25 | 0.2% | 27.3% | ||
| Q4 24 | 0.1% | 18.9% | ||
| Q3 24 | 0.2% | 31.7% | ||
| Q2 24 | 0.2% | 24.4% | ||
| Q1 24 | 0.3% | 21.1% |
现金转化率
DKNG
RIVN
| 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% |
RIVN
| Automotive Segment | $839.0M | 65% |
| Software And Services Segment | $447.0M | 35% |
| Regulatory Credits | $30.0M | 2% |