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DraftKings Inc.(DKNG)与Rocket Companies, Inc.(RKT)财务数据对比。点击上方公司名可切换其他公司
Rocket Companies, Inc.的季度营收约是DraftKings Inc.的1.4倍($2.7B vs $2.0B),DraftKings Inc.净利率更高(6.9% vs 2.5%,领先4.3%),Rocket Companies, Inc.同比增速更快(52.2% vs 42.8%),DraftKings Inc.自由现金流更多($316.5M vs $-1.3B),过去两年Rocket Companies, Inc.的营收复合增速更高(39.5% 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。
Rocket Companies, Inc.是美国金融科技及住房服务企业,由丹·吉尔伯特创立,总部位于密歇根州底特律市中心。公司依托旗舰子公司Rocket Mortgage跻身美国最大抵押贷款提供商行列,旗下还拥有Redfin、Forsalebyowner.com、Rocket Money等子品牌。
DKNG vs RKT — 直观对比
营收规模更大
RKT
是对方的1.4倍
$2.0B
营收增速更快
RKT
高出9.3%
42.8%
净利率更高
DKNG
高出4.3%
2.5%
自由现金流更多
DKNG
多$1.6B
$-1.3B
两年增速更快
RKT
近两年复合增速
30.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $2.0B | $2.7B |
| 净利润 | $136.4M | $68.0M |
| 毛利率 | 46.0% | — |
| 营业利润率 | 7.6% | 6.3% |
| 净利率 | 6.9% | 2.5% |
| 营收同比 | 42.8% | 52.2% |
| 净利润同比 | 201.2% | 100.8% |
| 每股收益(稀释后) | $0.28 | $0.10 |
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
RKT
| Q4 25 | $2.0B | $2.7B | ||
| Q3 25 | $1.1B | $1.6B | ||
| Q2 25 | $1.5B | $1.4B | ||
| Q1 25 | $1.4B | $1.0B | ||
| Q4 24 | $1.4B | $1.8B | ||
| Q3 24 | $1.1B | $646.9M | ||
| Q2 24 | $1.1B | $1.3B | ||
| Q1 24 | $1.2B | $1.4B |
净利润
DKNG
RKT
| Q4 25 | $136.4M | $68.0M | ||
| Q3 25 | $-256.8M | $-123.9M | ||
| Q2 25 | $157.9M | $-1.8M | ||
| Q1 25 | $-33.9M | $-10.4M | ||
| Q4 24 | $-134.9M | $33.9M | ||
| Q3 24 | $-293.7M | $-22.0M | ||
| Q2 24 | $63.8M | $1.3M | ||
| Q1 24 | $-142.6M | $16.2M |
毛利率
DKNG
RKT
| Q4 25 | 46.0% | — | ||
| Q3 25 | 31.5% | — | ||
| Q2 25 | 43.5% | — | ||
| Q1 25 | 40.1% | — | ||
| Q4 24 | 40.1% | 58.9% | ||
| Q3 24 | 32.2% | -8.4% | ||
| Q2 24 | 39.9% | 47.4% | ||
| Q1 24 | 39.6% | 51.2% |
营业利润率
DKNG
RKT
| Q4 25 | 7.6% | 6.3% | ||
| Q3 25 | -23.8% | -11.5% | ||
| Q2 25 | 10.0% | 1.8% | ||
| Q1 25 | -3.3% | -21.5% | ||
| Q4 24 | -10.0% | 38.1% | ||
| Q3 24 | -27.3% | -76.9% | ||
| Q2 24 | -2.9% | 14.8% | ||
| Q1 24 | -11.8% | 21.6% |
净利率
DKNG
RKT
| Q4 25 | 6.9% | 2.5% | ||
| Q3 25 | -22.4% | -7.7% | ||
| Q2 25 | 10.4% | -0.1% | ||
| Q1 25 | -2.4% | -1.0% | ||
| Q4 24 | -9.7% | 1.9% | ||
| Q3 24 | -26.8% | -3.4% | ||
| Q2 24 | 5.8% | 0.1% | ||
| Q1 24 | -12.1% | 1.2% |
每股收益(稀释后)
DKNG
RKT
| Q4 25 | $0.28 | $0.10 | ||
| Q3 25 | $-0.52 | $-0.06 | ||
| Q2 25 | $0.30 | $-0.01 | ||
| Q1 25 | $-0.07 | $-0.08 | ||
| Q4 24 | $-0.25 | $0.28 | ||
| Q3 24 | $-0.60 | $-0.19 | ||
| Q2 24 | $0.10 | $0.01 | ||
| Q1 24 | $-0.30 | $0.11 |
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 | $2.7B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $631.5M | $22.9B |
| 总资产 | $4.5B | $60.7B |
| 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
RKT
| Q4 25 | $1.1B | $2.7B | ||
| Q3 25 | $1.2B | $5.8B | ||
| Q2 25 | $1.3B | $5.1B | ||
| Q1 25 | $1.1B | $1.4B | ||
| Q4 24 | $788.3M | $1.3B | ||
| Q3 24 | $877.8M | $1.2B | ||
| Q2 24 | $815.9M | $1.3B | ||
| Q1 24 | $1.2B | $861.4M |
股东权益
DKNG
RKT
| Q4 25 | $631.5M | $22.9B | ||
| Q3 25 | $732.3M | $8.9B | ||
| Q2 25 | $1.0B | $7.4B | ||
| Q1 25 | $872.9M | $8.6B | ||
| Q4 24 | $1.0B | $9.0B | ||
| Q3 24 | $1.1B | $8.4B | ||
| Q2 24 | $1.3B | $8.8B | ||
| Q1 24 | $831.0M | $8.6B |
总资产
DKNG
RKT
| Q4 25 | $4.5B | $60.7B | ||
| Q3 25 | $4.6B | $33.6B | ||
| Q2 25 | $4.5B | $30.4B | ||
| Q1 25 | $4.5B | $25.3B | ||
| Q4 24 | $4.3B | $24.5B | ||
| Q3 24 | $4.3B | $25.1B | ||
| Q2 24 | $4.2B | $23.6B | ||
| Q1 24 | $3.8B | $22.2B |
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 | $-1.2B |
| 自由现金流经营现金流 - 资本支出 | $316.5M | $-1.3B |
| 自由现金流率自由现金流/营收 | 15.9% | -47.2% |
| 资本支出强度资本支出/营收 | 0.2% | 1.5% |
| 现金转化率经营现金流/净利润 | 2.35× | -18.08× |
| 过去12个月自由现金流最近4个季度 | $647.5M | $-4.0B |
8季度趋势,按日历期对齐
经营现金流
DKNG
RKT
| Q4 25 | $320.5M | $-1.2B | ||
| Q3 25 | $287.5M | $-50.3M | ||
| Q2 25 | $173.9M | $-1.9B | ||
| Q1 25 | $-119.0M | $-797.0M | ||
| Q4 24 | $325.2M | $1.8B | ||
| Q3 24 | $133.6M | $-1.3B | ||
| Q2 24 | $29.4M | $-122.3M | ||
| Q1 24 | $-70.4M | $-3.0B |
自由现金流
DKNG
RKT
| Q4 25 | $316.5M | $-1.3B | ||
| Q3 25 | $283.0M | $-71.8M | ||
| Q2 25 | $169.6M | $-1.9B | ||
| Q1 25 | $-121.7M | $-811.0M | ||
| Q4 24 | $323.2M | $1.8B | ||
| Q3 24 | $130.9M | $-1.4B | ||
| Q2 24 | $27.0M | $-138.3M | ||
| Q1 24 | $-73.4M | $-3.0B |
自由现金流率
DKNG
RKT
| Q4 25 | 15.9% | -47.2% | ||
| Q3 25 | 24.7% | -4.5% | ||
| Q2 25 | 11.2% | -137.2% | ||
| Q1 25 | -8.6% | -78.2% | ||
| Q4 24 | 23.2% | 103.1% | ||
| Q3 24 | 11.9% | -209.6% | ||
| Q2 24 | 2.4% | -10.6% | ||
| Q1 24 | -6.2% | -218.7% |
资本支出强度
DKNG
RKT
| Q4 25 | 0.2% | 1.5% | ||
| Q3 25 | 0.4% | 1.3% | ||
| Q2 25 | 0.3% | 1.1% | ||
| Q1 25 | 0.2% | 1.4% | ||
| Q4 24 | 0.1% | 1.1% | ||
| Q3 24 | 0.2% | 2.9% | ||
| Q2 24 | 0.2% | 1.2% | ||
| Q1 24 | 0.3% | 1.0% |
现金转化率
DKNG
RKT
| Q4 25 | 2.35× | -18.08× | ||
| Q3 25 | — | — | ||
| Q2 25 | 1.10× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 54.42× | ||
| Q3 24 | — | — | ||
| Q2 24 | 0.46× | -94.46× | ||
| Q1 24 | — | -185.80× |
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% |
RKT
| Other | $1.4B | 51% |
| Direct To Customer Segment | $945.8M | 35% |
| Partner Network Segment | $216.7M | 8% |
| Subscription Revenue | $91.3M | 3% |
| Closing Fees | $47.1M | 2% |
| Appraisal Revenue | $10.7M | 0% |