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DraftKings Inc.（DKNG）与摩森康胜饮品公司（TAP）财务数据对比。点击上方公司名可切换其他公司
摩森康胜饮品公司的季度营收约是DraftKings Inc.的1.6倍（$3.1B vs $2.0B），摩森康胜饮品公司净利率更高（7.6% vs 6.9%，领先0.8%），DraftKings Inc.同比增速更快（42.8% vs -3.6%），摩森康胜饮品公司自由现金流更多（$357.8M vs $316.5M），过去两年DraftKings Inc.的营收复合增速更高（30.1% vs 1.2%）
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。
摩森康胜饮品公司是一家美加合资的跨国饮料酿造企业，旗下拥有多款知名酒精及非酒精饮品产品线，业务覆盖全球多个国家和地区，目前在伊利诺伊州芝加哥与魁北克省蒙特利尔设有双总部。
DKNG vs TAP — 直观对比
营收规模更大
TAP
是对方的1.6倍
$2.0B
营收增速更快
DKNG
高出46.5%
-3.6%
净利率更高
TAP
高出0.8%
6.9%
自由现金流更多
TAP
多$41.3M
$316.5M
两年增速更快
DKNG
近两年复合增速
1.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $3.1B |
| 净利润 | $136.4M | $238.3M |
| 毛利率 | 46.0% | 31.0% |
| 营业利润率 | 7.6% | 10.4% |
| 净利率 | 6.9% | 7.6% |
| 营收同比 | 42.8% | -3.6% |
| 净利润同比 | 201.2% | -17.2% |
| 每股收益（稀释后） | $0.28 | $1.32 |
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DKNGTAP
| Q4 25 | $2.0B | $3.1B | ||
| Q3 25 | $1.1B | $3.5B | ||
| Q2 25 | $1.5B | $3.7B | ||
| Q1 25 | $1.4B | $2.7B | ||
| Q4 24 | $1.4B | $3.2B | ||
| Q3 24 | $1.1B | $3.6B | ||
| Q2 24 | $1.1B | $3.8B | ||
| Q1 24 | $1.2B | $3.0B |
净利润DKNGTAP
| Q4 25 | $136.4M | $238.3M | ||
| Q3 25 | $-256.8M | $-2.9B | ||
| Q2 25 | $157.9M | $428.7M | ||
| Q1 25 | $-33.9M | $121.0M | ||
| Q4 24 | $-134.9M | $287.8M | ||
| Q3 24 | $-293.7M | $199.8M | ||
| Q2 24 | $63.8M | $427.0M | ||
| Q1 24 | $-142.6M | $207.8M |
毛利率DKNGTAP
| Q4 25 | 46.0% | 31.0% | ||
| Q3 25 | 31.5% | 33.7% | ||
| Q2 25 | 43.5% | 34.3% | ||
| Q1 25 | 40.1% | 31.6% | ||
| Q4 24 | 40.1% | 32.0% | ||
| Q3 24 | 32.2% | 33.4% | ||
| Q2 24 | 39.9% | 34.6% | ||
| Q1 24 | 39.6% | 31.6% |
营业利润率DKNGTAP
| Q4 25 | 7.6% | 10.4% | ||
| Q3 25 | -23.8% | -98.5% | ||
| Q2 25 | 10.0% | 15.6% | ||
| Q1 25 | -3.3% | 6.9% | ||
| Q4 24 | -10.0% | 12.0% | ||
| Q3 24 | -27.3% | 12.5% | ||
| Q2 24 | -2.9% | 15.6% | ||
| Q1 24 | -11.8% | 10.3% |
净利率DKNGTAP
| Q4 25 | 6.9% | 7.6% | ||
| Q3 25 | -22.4% | -84.0% | ||
| Q2 25 | 10.4% | 11.5% | ||
| Q1 25 | -2.4% | 4.5% | ||
| Q4 24 | -9.7% | 8.9% | ||
| Q3 24 | -26.8% | 5.5% | ||
| Q2 24 | 5.8% | 11.1% | ||
| Q1 24 | -12.1% | 6.8% |
每股收益（稀释后）DKNGTAP
| Q4 25 | $0.28 | $1.32 | ||
| Q3 25 | $-0.52 | $-14.79 | ||
| Q2 25 | $0.30 | $2.13 | ||
| Q1 25 | $-0.07 | $0.59 | ||
| Q4 24 | $-0.25 | $1.39 | ||
| Q3 24 | $-0.60 | $0.96 | ||
| Q2 24 | $0.10 | $2.03 | ||
| Q1 24 | $-0.30 | $0.97 |
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 | $896.5M |
| 总债务越低越好 | — | $6.3B |
| 股东权益账面价值 | $631.5M | $10.2B |
| 总资产 | $4.5B | $22.7B |
| 负债/权益比越低杠杆越低 | — | 0.61× |
8季度趋势，按日历期对齐
现金及短期投资DKNGTAP
| Q4 25 | $1.1B | $896.5M | ||
| Q3 25 | $1.2B | $950.2M | ||
| Q2 25 | $1.3B | $613.8M | ||
| Q1 25 | $1.1B | $412.7M | ||
| Q4 24 | $788.3M | $969.3M | ||
| Q3 24 | $877.8M | $1.0B | ||
| Q2 24 | $815.9M | $1.6B | ||
| Q1 24 | $1.2B | $458.4M |
总债务DKNGTAP
| Q4 25 | — | $6.3B | ||
| Q3 25 | — | $6.3B | ||
| Q2 25 | — | $6.3B | ||
| Q1 25 | — | $6.2B | ||
| Q4 24 | — | $6.1B | ||
| Q3 24 | — | $6.2B | ||
| Q2 24 | — | $7.0B | ||
| Q1 24 | — | $6.2B |
股东权益DKNGTAP
| Q4 25 | $631.5M | $10.2B | ||
| Q3 25 | $732.3M | $10.3B | ||
| Q2 25 | $1.0B | $13.4B | ||
| Q1 25 | $872.9M | $13.1B | ||
| Q4 24 | $1.0B | $13.1B | ||
| Q3 24 | $1.1B | $13.3B | ||
| Q2 24 | $1.3B | $13.2B | ||
| Q1 24 | $831.0M | $13.1B |
总资产DKNGTAP
| Q4 25 | $4.5B | $22.7B | ||
| Q3 25 | $4.6B | $22.9B | ||
| Q2 25 | $4.5B | $26.8B | ||
| Q1 25 | $4.5B | $25.9B | ||
| Q4 24 | $4.3B | $26.1B | ||
| Q3 24 | $4.3B | $26.6B | ||
| Q2 24 | $4.2B | $27.4B | ||
| Q1 24 | $3.8B | $26.1B |
负债/权益比DKNGTAP
| Q4 25 | — | 0.61× | ||
| Q3 25 | — | 0.61× | ||
| Q2 25 | — | 0.47× | ||
| Q1 25 | — | 0.47× | ||
| Q4 24 | — | 0.47× | ||
| Q3 24 | — | 0.47× | ||
| Q2 24 | — | 0.53× | ||
| Q1 24 | — | 0.47× |
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 | $540.7M |
| 自由现金流经营现金流 - 资本支出 | $316.5M | $357.8M |
| 自由现金流率自由现金流/营收 | 15.9% | 11.4% |
| 资本支出强度资本支出/营收 | 0.2% | 5.9% |
| 现金转化率经营现金流/净利润 | 2.35× | 2.27× |
| 过去12个月自由现金流最近4个季度 | $647.5M | $1.1B |
8季度趋势，按日历期对齐
经营现金流DKNGTAP
| Q4 25 | $320.5M | $540.7M | ||
| Q3 25 | $287.5M | $616.1M | ||
| Q2 25 | $173.9M | $718.3M | ||
| Q1 25 | $-119.0M | $-90.7M | ||
| Q4 24 | $325.2M | $494.5M | ||
| Q3 24 | $133.6M | $521.2M | ||
| Q2 24 | $29.4M | $869.2M | ||
| Q1 24 | $-70.4M | $25.4M |
自由现金流DKNGTAP
| Q4 25 | $316.5M | $357.8M | ||
| Q3 25 | $283.0M | $483.0M | ||
| Q2 25 | $169.6M | $555.0M | ||
| Q1 25 | $-121.7M | $-328.0M | ||
| Q4 24 | $323.2M | $383.4M | ||
| Q3 24 | $130.9M | $350.4M | ||
| Q2 24 | $27.0M | $691.7M | ||
| Q1 24 | $-73.4M | $-189.3M |
自由现金流率DKNGTAP
| Q4 25 | 15.9% | 11.4% | ||
| Q3 25 | 24.7% | 13.9% | ||
| Q2 25 | 11.2% | 14.8% | ||
| Q1 25 | -8.6% | -12.2% | ||
| Q4 24 | 23.2% | 11.8% | ||
| Q3 24 | 11.9% | 9.7% | ||
| Q2 24 | 2.4% | 18.0% | ||
| Q1 24 | -6.2% | -6.2% |
资本支出强度DKNGTAP
| Q4 25 | 0.2% | 5.9% | ||
| Q3 25 | 0.4% | 3.8% | ||
| Q2 25 | 0.3% | 4.4% | ||
| Q1 25 | 0.2% | 8.8% | ||
| Q4 24 | 0.1% | 3.4% | ||
| Q3 24 | 0.2% | 4.7% | ||
| Q2 24 | 0.2% | 4.6% | ||
| Q1 24 | 0.3% | 7.0% |
现金转化率DKNGTAP
| Q4 25 | 2.35× | 2.27× | ||
| Q3 25 | — | — | ||
| Q2 25 | 1.10× | 1.68× | ||
| Q1 25 | — | -0.75× | ||
| Q4 24 | — | 1.72× | ||
| Q3 24 | — | 2.61× | ||
| Q2 24 | 0.46× | 2.04× | ||
| Q1 24 | — | 0.12× |
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% |
TAP
暂无分部数据
