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DraftKings Inc.（DKNG）与西部数据（WDC）财务数据对比。点击上方公司名可切换其他公司
西部数据的季度营收约是DraftKings Inc.的1.5倍（$3.0B vs $2.0B），西部数据净利率更高（61.1% vs 6.9%，领先54.2%），DraftKings Inc.同比增速更快（42.8% vs 31.5%），过去两年DraftKings Inc.的营收复合增速更高（30.1% vs -6.6%）
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。
西部数据（简称WD）是总部位于美国加利福尼亚州圣何塞的知名数据存储企业，成立于1970年，是全球最大的硬盘驱动器（HDD）制造商之一，产品覆盖消费级、企业级等多元存储场景，为全球客户提供高性能、高可靠性的存储解决方案。
DKNG vs WDC — 直观对比
营收规模更大
WDC
是对方的1.5倍
$2.0B
营收增速更快
DKNG
高出11.3%
31.5%
净利率更高
WDC
高出54.2%
6.9%
两年增速更快
DKNG
近两年复合增速
-6.6%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $3.0B |
| 净利润 | $136.4M | $1.8B |
| 毛利率 | 46.0% | 45.7% |
| 营业利润率 | 7.6% | 30.1% |
| 净利率 | 6.9% | 61.1% |
| 营收同比 | 42.8% | 31.5% |
| 净利润同比 | 201.2% | 254.2% |
| 每股收益（稀释后） | $0.28 | $4.73 |
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DKNGWDC
| Q1 26 | — | $3.0B | ||
| Q4 25 | $2.0B | $2.8B | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $1.5B | $-1.2B | ||
| Q1 25 | $1.4B | $2.3B | ||
| Q4 24 | $1.4B | $4.3B | ||
| Q3 24 | $1.1B | $4.1B | ||
| Q2 24 | $1.1B | $3.8B |
净利润DKNGWDC
| Q1 26 | — | $1.8B | ||
| Q4 25 | $136.4M | $1.2B | ||
| Q3 25 | $-256.8M | — | ||
| Q2 25 | $157.9M | $282.0M | ||
| Q1 25 | $-33.9M | $520.0M | ||
| Q4 24 | $-134.9M | $594.0M | ||
| Q3 24 | $-293.7M | $493.0M | ||
| Q2 24 | $63.8M | $39.0M |
毛利率DKNGWDC
| Q1 26 | — | 45.7% | ||
| Q4 25 | 46.0% | 43.5% | ||
| Q3 25 | 31.5% | — | ||
| Q2 25 | 43.5% | — | ||
| Q1 25 | 40.1% | 39.8% | ||
| Q4 24 | 40.1% | 35.4% | ||
| Q3 24 | 32.2% | 37.9% | ||
| Q2 24 | 39.9% | 35.9% |
营业利润率DKNGWDC
| Q1 26 | — | 30.1% | ||
| Q4 25 | 7.6% | 28.1% | ||
| Q3 25 | -23.8% | — | ||
| Q2 25 | 10.0% | — | ||
| Q1 25 | -3.3% | 33.1% | ||
| Q4 24 | -10.0% | 19.9% | ||
| Q3 24 | -27.3% | 18.1% | ||
| Q2 24 | -2.9% | 5.7% |
净利率DKNGWDC
| Q1 26 | — | 61.1% | ||
| Q4 25 | 6.9% | 41.9% | ||
| Q3 25 | -22.4% | — | ||
| Q2 25 | 10.4% | -24.4% | ||
| Q1 25 | -2.4% | 22.7% | ||
| Q4 24 | -9.7% | 13.9% | ||
| Q3 24 | -26.8% | 12.0% | ||
| Q2 24 | 5.8% | 1.0% |
每股收益（稀释后）DKNGWDC
| Q1 26 | — | $4.73 | ||
| Q4 25 | $0.28 | $3.07 | ||
| Q3 25 | $-0.52 | — | ||
| Q2 25 | $0.30 | $0.72 | ||
| Q1 25 | $-0.07 | $1.42 | ||
| Q4 24 | $-0.25 | $1.63 | ||
| Q3 24 | $-0.60 | $1.35 | ||
| Q2 24 | $0.10 | $0.15 |
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 | $2.0B |
| 总债务越低越好 | — | $4.7B |
| 股东权益账面价值 | $631.5M | $7.1B |
| 总资产 | $4.5B | $15.6B |
| 负债/权益比越低杠杆越低 | — | 0.65× |
8季度趋势，按日历期对齐
现金及短期投资DKNGWDC
| Q1 26 | — | $2.0B | ||
| Q4 25 | $1.1B | $2.0B | ||
| Q3 25 | $1.2B | — | ||
| Q2 25 | $1.3B | $2.1B | ||
| Q1 25 | $1.1B | $3.5B | ||
| Q4 24 | $788.3M | $2.3B | ||
| Q3 24 | $877.8M | $1.7B | ||
| Q2 24 | $815.9M | $1.9B |
总债务DKNGWDC
| Q1 26 | — | $4.7B | ||
| Q4 25 | — | $4.7B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $4.7B | ||
| Q1 25 | — | $7.3B | ||
| Q4 24 | — | $7.4B | ||
| Q3 24 | — | $7.4B | ||
| Q2 24 | — | $7.4B |
股东权益DKNGWDC
| Q1 26 | — | $7.1B | ||
| Q4 25 | $631.5M | $5.9B | ||
| Q3 25 | $732.3M | — | ||
| Q2 25 | $1.0B | $5.3B | ||
| Q1 25 | $872.9M | $5.2B | ||
| Q4 24 | $1.0B | $12.1B | ||
| Q3 24 | $1.1B | $11.6B | ||
| Q2 24 | $1.3B | $10.8B |
总资产DKNGWDC
| Q1 26 | — | $15.6B | ||
| Q4 25 | $4.5B | $14.4B | ||
| Q3 25 | $4.6B | — | ||
| Q2 25 | $4.5B | $14.0B | ||
| Q1 25 | $4.5B | $16.4B | ||
| Q4 24 | $4.3B | $25.5B | ||
| Q3 24 | $4.3B | $24.8B | ||
| Q2 24 | $4.2B | $24.2B |
负债/权益比DKNGWDC
| Q1 26 | — | 0.65× | ||
| Q4 25 | — | 0.80× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 0.89× | ||
| Q1 25 | — | 1.42× | ||
| Q4 24 | — | 0.61× | ||
| Q3 24 | — | 0.64× | ||
| Q2 24 | — | 0.69× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $316.5M | — |
| 自由现金流率自由现金流/营收 | 15.9% | — |
| 资本支出强度资本支出/营收 | 0.2% | — |
| 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 | — |
8季度趋势，按日历期对齐
经营现金流DKNGWDC
| Q1 26 | — | — | ||
| Q4 25 | $320.5M | $672.0M | ||
| Q3 25 | $287.5M | — | ||
| Q2 25 | $173.9M | $746.0M | ||
| Q1 25 | $-119.0M | $508.0M | ||
| Q4 24 | $325.2M | $403.0M | ||
| Q3 24 | $133.6M | $34.0M | ||
| Q2 24 | $29.4M | $366.0M |
自由现金流DKNGWDC
| Q1 26 | — | — | ||
| Q4 25 | $316.5M | $599.0M | ||
| Q3 25 | $283.0M | — | ||
| Q2 25 | $169.6M | $675.0M | ||
| Q1 25 | $-121.7M | $379.0M | ||
| Q4 24 | $323.2M | $287.0M | ||
| Q3 24 | $130.9M | $-62.0M | ||
| Q2 24 | $27.0M | $250.0M |
自由现金流率DKNGWDC
| Q1 26 | — | — | ||
| Q4 25 | 15.9% | 21.3% | ||
| Q3 25 | 24.7% | — | ||
| Q2 25 | 11.2% | -58.5% | ||
| Q1 25 | -8.6% | 16.5% | ||
| Q4 24 | 23.2% | 6.7% | ||
| Q3 24 | 11.9% | -1.5% | ||
| Q2 24 | 2.4% | 6.6% |
资本支出强度DKNGWDC
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 2.6% | ||
| Q3 25 | 0.4% | — | ||
| Q2 25 | 0.3% | -6.2% | ||
| Q1 25 | 0.2% | 5.6% | ||
| Q4 24 | 0.1% | 2.7% | ||
| Q3 24 | 0.2% | 2.3% | ||
| Q2 24 | 0.2% | 3.1% |
现金转化率DKNGWDC
| Q1 26 | — | — | ||
| Q4 25 | 2.35× | 0.57× | ||
| Q3 25 | — | — | ||
| Q2 25 | 1.10× | 2.65× | ||
| Q1 25 | — | 0.98× | ||
| Q4 24 | — | 0.68× | ||
| Q3 24 | — | 0.07× | ||
| Q2 24 | 0.46× | 9.38× |
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% |
WDC
| Cloud | $2.7B | 89% |
| Client Devices | $176.0M | 6% |
| Consumer | $168.0M | 6% |
