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Empire State Realty OP, L.P.（ESBA）与GDEV Inc.（GDEV）财务数据对比。点击上方公司名可切换其他公司
Empire State Realty OP, L.P.的季度营收约是GDEV Inc.的1.7倍（$199.2M vs $119.9M），Empire State Realty OP, L.P.净利率更高（16.1% vs 13.9%，领先2.3%），GDEV Inc.同比增速更快（13.3% vs 0.8%）
Empire State Realty OP, L.P. 是一家房地产运营合伙企业，核心业务为持有、管理及出租优质商业与零售物业，主要布局纽约大都会区，旗下拥有帝国大厦等标志性地标，服务企业租户、零售品牌及旅游相关业务板块。
GDEV Inc.是一家游戏娱乐控股公司，在纳斯达克上市，总部位于塞浦路斯利马索尔。该公司前身为2014年成立的游戏公司Nexters，2023年6月改组为控股集团，是欧洲前五的独立移动游戏企业，旗下拥有Nexters Studio、Cubic Games、Royal Ark、Game Gears、Light Hour Games等工作室，分支机构分布在塞浦路斯、亚美尼亚、哈萨克斯坦等地。
ESBA vs GDEV — 直观对比
营收规模更大
ESBA
是对方的1.7倍
$119.9M
营收增速更快
GDEV
高出12.5%
0.8%
净利率更高
ESBA
高出2.3%
13.9%
损益表 — Q4 FY2025 vs Q2 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $199.2M | $119.9M |
| 净利润 | $32.2M | $16.6M |
| 毛利率 | — | — |
| 营业利润率 | 17.8% | 15.5% |
| 净利率 | 16.1% | 13.9% |
| 营收同比 | 0.8% | 13.3% |
| 净利润同比 | 71.2% | 13.0% |
| 每股收益（稀释后） | $0.11 | $0.90 |
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ESBAGDEV
| Q4 25 | $199.2M | — | ||
| Q3 25 | $197.7M | — | ||
| Q2 25 | $191.3M | $119.9M | ||
| Q1 25 | $180.1M | — | ||
| Q4 24 | $197.6M | — | ||
| Q3 24 | $199.6M | — | ||
| Q2 24 | $189.5M | $105.8M | ||
| Q1 24 | $181.2M | — |
净利润ESBAGDEV
| Q4 25 | $32.2M | — | ||
| Q3 25 | $13.6M | — | ||
| Q2 25 | $11.4M | $16.6M | ||
| Q1 25 | $15.8M | — | ||
| Q4 24 | $18.8M | — | ||
| Q3 24 | $22.8M | — | ||
| Q2 24 | $28.6M | $14.7M | ||
| Q1 24 | $10.2M | — |
营业利润率ESBAGDEV
| Q4 25 | 17.8% | — | ||
| Q3 25 | 19.9% | — | ||
| Q2 25 | 18.4% | 15.5% | ||
| Q1 25 | 14.3% | — | ||
| Q4 24 | 21.7% | — | ||
| Q3 24 | 22.7% | — | ||
| Q2 24 | 20.8% | 14.4% | ||
| Q1 24 | 17.1% | — |
净利率ESBAGDEV
| Q4 25 | 16.1% | — | ||
| Q3 25 | 6.9% | — | ||
| Q2 25 | 6.0% | 13.9% | ||
| Q1 25 | 8.8% | — | ||
| Q4 24 | 9.5% | — | ||
| Q3 24 | 11.4% | — | ||
| Q2 24 | 15.1% | 13.9% | ||
| Q1 24 | 5.6% | — |
每股收益（稀释后）ESBAGDEV
| Q4 25 | $0.11 | — | ||
| Q3 25 | $0.05 | — | ||
| Q2 25 | $0.04 | $0.90 | ||
| Q1 25 | $0.05 | — | ||
| Q4 24 | $0.07 | — | ||
| Q3 24 | $0.08 | — | ||
| Q2 24 | $0.10 | $0.81 | ||
| Q1 24 | $0.03 | — |
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 | $132.7M | $41.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $-129.4M |
| 总资产 | $4.5B | $210.2M |
| 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ESBAGDEV
| Q4 25 | $132.7M | — | ||
| Q3 25 | $154.1M | — | ||
| Q2 25 | $94.6M | $41.6M | ||
| Q1 25 | $187.8M | — | ||
| Q4 24 | $385.5M | — | ||
| Q3 24 | $421.9M | — | ||
| Q2 24 | $535.5M | $50.8M | ||
| Q1 24 | $333.6M | — |
股东权益ESBAGDEV
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $-129.4M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $-118.7M | ||
| Q1 24 | — | — |
总资产ESBAGDEV
| Q4 25 | $4.5B | — | ||
| Q3 25 | $4.1B | — | ||
| Q2 25 | $4.1B | $210.2M | ||
| Q1 25 | $4.1B | — | ||
| Q4 24 | $4.5B | — | ||
| Q3 24 | $4.4B | — | ||
| Q2 24 | $4.4B | $282.8M | ||
| Q1 24 | $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 | $249.1M | — |
| 自由现金流经营现金流 - 资本支出 | $50.6M | — |
| 自由现金流率自由现金流/营收 | 25.4% | — |
| 资本支出强度资本支出/营收 | 99.6% | — |
| 现金转化率经营现金流/净利润 | 7.74× | — |
| 过去12个月自由现金流最近4个季度 | $109.3M | — |
8季度趋势，按日历期对齐
经营现金流ESBAGDEV
| Q4 25 | $249.1M | — | ||
| Q3 25 | $105.3M | — | ||
| Q2 25 | $26.7M | — | ||
| Q1 25 | $83.1M | — | ||
| Q4 24 | $260.9M | — | ||
| Q3 24 | $102.8M | — | ||
| Q2 24 | $37.1M | — | ||
| Q1 24 | $70.9M | — |
自由现金流ESBAGDEV
| Q4 25 | $50.6M | — | ||
| Q3 25 | $72.8M | — | ||
| Q2 25 | $-55.1M | — | ||
| Q1 25 | $41.1M | — | ||
| Q4 24 | $88.0M | — | ||
| Q3 24 | $-65.1M | — | ||
| Q2 24 | $19.5M | — | ||
| Q1 24 | $23.2M | — |
自由现金流率ESBAGDEV
| Q4 25 | 25.4% | — | ||
| Q3 25 | 36.8% | — | ||
| Q2 25 | -28.8% | — | ||
| Q1 25 | 22.8% | — | ||
| Q4 24 | 44.5% | — | ||
| Q3 24 | -32.6% | — | ||
| Q2 24 | 10.3% | — | ||
| Q1 24 | 12.8% | — |
资本支出强度ESBAGDEV
| Q4 25 | 99.6% | — | ||
| Q3 25 | 16.5% | — | ||
| Q2 25 | 42.8% | — | ||
| Q1 25 | 23.4% | — | ||
| Q4 24 | 87.5% | — | ||
| Q3 24 | 84.1% | — | ||
| Q2 24 | 9.3% | — | ||
| Q1 24 | 26.3% | — |
现金转化率ESBAGDEV
| Q4 25 | 7.74× | — | ||
| Q3 25 | 7.72× | — | ||
| Q2 25 | 2.35× | — | ||
| Q1 25 | 5.27× | — | ||
| Q4 24 | 13.88× | — | ||
| Q3 24 | 4.51× | — | ||
| Q2 24 | 1.30× | — | ||
| Q1 24 | 6.94× | — |
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
ESBA
| Real Estate Segment | $163.8M | 82% |
| Observatory Segment | $35.2M | 18% |
GDEV
暂无分部数据
