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DraftKings Inc.（DKNG）与ROKU, INC（ROKU）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ROKU, INC的1.4倍（$2.0B vs $1.4B），DraftKings Inc.净利率更高（6.9% vs 5.8%，领先1.1%），DraftKings Inc.同比增速更快（42.8% vs 16.1%），DraftKings Inc.自由现金流更多（$316.5M vs $106.6M），过去两年DraftKings Inc.的营收复合增速更高（30.1% vs 25.8%）
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。
Roku是美国流媒体技术企业，2002年由安东尼·伍德创立，主营数字媒体播放器、电视硬件生产，流媒体内容分发及平台广告运营。截至2024年覆盖用户达1.45亿，是美国流媒体视频分发领域的市场领导者，业务覆盖澳、加、法、德、英及拉美多国。
DKNG vs ROKU — 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
DKNG
高出26.7%
16.1%
净利率更高
DKNG
高出1.1%
5.8%
自由现金流更多
DKNG
多$210.0M
$106.6M
两年增速更快
DKNG
近两年复合增速
25.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $1.4B |
| 净利润 | $136.4M | $80.5M |
| 毛利率 | 46.0% | 43.5% |
| 营业利润率 | 7.6% | 4.7% |
| 净利率 | 6.9% | 5.8% |
| 营收同比 | 42.8% | 16.1% |
| 净利润同比 | 201.2% | 326.4% |
| 每股收益（稀释后） | $0.28 | $0.55 |
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DKNGROKU
| Q4 25 | $2.0B | $1.4B | ||
| Q3 25 | $1.1B | $1.2B | ||
| Q2 25 | $1.5B | $1.1B | ||
| Q1 25 | $1.4B | $1.0B | ||
| Q4 24 | $1.4B | $1.2B | ||
| Q3 24 | $1.1B | $1.1B | ||
| Q2 24 | $1.1B | $968.2M | ||
| Q1 24 | $1.2B | $881.5M |
净利润DKNGROKU
| Q4 25 | $136.4M | $80.5M | ||
| Q3 25 | $-256.8M | $24.8M | ||
| Q2 25 | $157.9M | $10.5M | ||
| Q1 25 | $-33.9M | $-27.4M | ||
| Q4 24 | $-134.9M | $-35.5M | ||
| Q3 24 | $-293.7M | $-9.0M | ||
| Q2 24 | $63.8M | $-34.0M | ||
| Q1 24 | $-142.6M | $-50.9M |
毛利率DKNGROKU
| Q4 25 | 46.0% | 43.5% | ||
| Q3 25 | 31.5% | 43.4% | ||
| Q2 25 | 43.5% | 44.8% | ||
| Q1 25 | 40.1% | 43.6% | ||
| Q4 24 | 40.1% | 42.7% | ||
| Q3 24 | 32.2% | 45.2% | ||
| Q2 24 | 39.9% | 43.9% | ||
| Q1 24 | 39.6% | 44.1% |
营业利润率DKNGROKU
| Q4 25 | 7.6% | 4.7% | ||
| Q3 25 | -23.8% | 0.8% | ||
| Q2 25 | 10.0% | -2.1% | ||
| Q1 25 | -3.3% | -5.7% | ||
| Q4 24 | -10.0% | -3.3% | ||
| Q3 24 | -27.3% | -3.4% | ||
| Q2 24 | -2.9% | -7.4% | ||
| Q1 24 | -11.8% | -8.2% |
净利率DKNGROKU
| Q4 25 | 6.9% | 5.8% | ||
| Q3 25 | -22.4% | 2.0% | ||
| Q2 25 | 10.4% | 0.9% | ||
| Q1 25 | -2.4% | -2.7% | ||
| Q4 24 | -9.7% | -3.0% | ||
| Q3 24 | -26.8% | -0.9% | ||
| Q2 24 | 5.8% | -3.5% | ||
| Q1 24 | -12.1% | -5.8% |
每股收益（稀释后）DKNGROKU
| Q4 25 | $0.28 | $0.55 | ||
| Q3 25 | $-0.52 | $0.16 | ||
| Q2 25 | $0.30 | $0.07 | ||
| Q1 25 | $-0.07 | $-0.19 | ||
| Q4 24 | $-0.25 | $-0.24 | ||
| Q3 24 | $-0.60 | $-0.06 | ||
| Q2 24 | $0.10 | $-0.24 | ||
| Q1 24 | $-0.30 | $-0.35 |
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 | $2.3B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $631.5M | $2.7B |
| 总资产 | $4.5B | $4.4B |
| 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DKNGROKU
| Q4 25 | $1.1B | $2.3B | ||
| Q3 25 | $1.2B | $2.3B | ||
| Q2 25 | $1.3B | $2.3B | ||
| Q1 25 | $1.1B | $2.3B | ||
| Q4 24 | $788.3M | $2.2B | ||
| Q3 24 | $877.8M | $2.1B | ||
| Q2 24 | $815.9M | $2.1B | ||
| Q1 24 | $1.2B | $2.1B |
股东权益DKNGROKU
| Q4 25 | $631.5M | $2.7B | ||
| Q3 25 | $732.3M | $2.6B | ||
| Q2 25 | $1.0B | $2.6B | ||
| Q1 25 | $872.9M | $2.5B | ||
| Q4 24 | $1.0B | $2.5B | ||
| Q3 24 | $1.1B | $2.5B | ||
| Q2 24 | $1.3B | $2.4B | ||
| Q1 24 | $831.0M | $2.4B |
总资产DKNGROKU
| Q4 25 | $4.5B | $4.4B | ||
| Q3 25 | $4.6B | $4.4B | ||
| Q2 25 | $4.5B | $4.3B | ||
| Q1 25 | $4.5B | $4.2B | ||
| Q4 24 | $4.3B | $4.3B | ||
| Q3 24 | $4.3B | $4.3B | ||
| Q2 24 | $4.2B | $4.1B | ||
| Q1 24 | $3.8B | $4.2B |
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 | $107.7M |
| 自由现金流经营现金流 - 资本支出 | $316.5M | $106.6M |
| 自由现金流率自由现金流/营收 | 15.9% | 7.6% |
| 资本支出强度资本支出/营收 | 0.2% | 0.1% |
| 现金转化率经营现金流/净利润 | 2.35× | 1.34× |
| 过去12个月自由现金流最近4个季度 | $647.5M | $478.4M |
8季度趋势，按日历期对齐
经营现金流DKNGROKU
| Q4 25 | $320.5M | $107.7M | ||
| Q3 25 | $287.5M | $127.6M | ||
| Q2 25 | $173.9M | $109.7M | ||
| Q1 25 | $-119.0M | $138.7M | ||
| Q4 24 | $325.2M | $79.3M | ||
| Q3 24 | $133.6M | $68.7M | ||
| Q2 24 | $29.4M | $23.4M | ||
| Q1 24 | $-70.4M | $46.7M |
自由现金流DKNGROKU
| Q4 25 | $316.5M | $106.6M | ||
| Q3 25 | $283.0M | $126.5M | ||
| Q2 25 | $169.6M | $108.6M | ||
| Q1 25 | $-121.7M | $136.8M | ||
| Q4 24 | $323.2M | $76.8M | ||
| Q3 24 | $130.9M | $67.6M | ||
| Q2 24 | $27.0M | $22.5M | ||
| Q1 24 | $-73.4M | $46.0M |
自由现金流率DKNGROKU
| Q4 25 | 15.9% | 7.6% | ||
| Q3 25 | 24.7% | 10.4% | ||
| Q2 25 | 11.2% | 9.8% | ||
| Q1 25 | -8.6% | 13.4% | ||
| Q4 24 | 23.2% | 6.4% | ||
| Q3 24 | 11.9% | 6.4% | ||
| Q2 24 | 2.4% | 2.3% | ||
| Q1 24 | -6.2% | 5.2% |
资本支出强度DKNGROKU
| Q4 25 | 0.2% | 0.1% | ||
| Q3 25 | 0.4% | 0.1% | ||
| Q2 25 | 0.3% | 0.1% | ||
| Q1 25 | 0.2% | 0.2% | ||
| Q4 24 | 0.1% | 0.2% | ||
| Q3 24 | 0.2% | 0.1% | ||
| Q2 24 | 0.2% | 0.1% | ||
| Q1 24 | 0.3% | 0.1% |
现金转化率DKNGROKU
| Q4 25 | 2.35× | 1.34× | ||
| Q3 25 | — | 5.14× | ||
| Q2 25 | 1.10× | 10.45× | ||
| 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% |
ROKU
| Services | $1.2B | 88% |
| Products | $170.9M | 12% |
