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GDEV Inc.(GDEV)与KORE Group Holdings, Inc.(KORE)财务数据对比。点击上方公司名可切换其他公司
GDEV Inc.的季度营收约是KORE Group Holdings, Inc.的1.6倍($119.9M vs $73.9M),GDEV Inc.净利率更高(13.9% vs -25.0%,领先38.9%),GDEV Inc.同比增速更快(13.3% vs 0.7%)
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。
KORE Wireless是一家上市物联网连接服务商,提供物联网连接、托管服务及相关解决方案,业务覆盖医疗健康、物流、车队管理、公用事业、工业自动化等多个领域,目前在全球拥有超过2000万活跃连接数。
GDEV vs KORE — 直观对比
营收规模更大
GDEV
是对方的1.6倍
$73.9M
营收增速更快
GDEV
高出12.6%
0.7%
净利率更高
GDEV
高出38.9%
-25.0%
损益表 — Q2 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $119.9M | $73.9M |
| 净利润 | $16.6M | $-18.5M |
| 毛利率 | — | — |
| 营业利润率 | 15.5% | -0.8% |
| 净利率 | 13.9% | -25.0% |
| 营收同比 | 13.3% | 0.7% |
| 净利润同比 | 13.0% | 27.4% |
| 每股收益(稀释后) | $0.90 | $-0.92 |
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
GDEV
KORE
| Q4 25 | — | $73.9M | ||
| Q3 25 | — | $68.7M | ||
| Q2 25 | $119.9M | $71.3M | ||
| Q1 25 | — | $72.1M | ||
| Q4 24 | — | $73.3M | ||
| Q3 24 | — | $68.9M | ||
| Q2 24 | $105.8M | $67.9M | ||
| Q1 24 | — | $76.0M |
净利润
GDEV
KORE
| Q4 25 | — | $-18.5M | ||
| Q3 25 | — | $-12.7M | ||
| Q2 25 | $16.6M | $-16.9M | ||
| Q1 25 | — | $-14.9M | ||
| Q4 24 | — | $-25.4M | ||
| Q3 24 | — | $-19.4M | ||
| Q2 24 | $14.7M | $-83.6M | ||
| Q1 24 | — | $-17.6M |
营业利润率
GDEV
KORE
| Q4 25 | — | -0.8% | ||
| Q3 25 | — | -6.1% | ||
| Q2 25 | 15.5% | -7.3% | ||
| Q1 25 | — | -3.4% | ||
| Q4 24 | — | -17.8% | ||
| Q3 24 | — | -8.2% | ||
| Q2 24 | 14.4% | -113.0% | ||
| Q1 24 | — | -9.7% |
净利率
GDEV
KORE
| Q4 25 | — | -25.0% | ||
| Q3 25 | — | -18.5% | ||
| Q2 25 | 13.9% | -23.7% | ||
| Q1 25 | — | -20.7% | ||
| Q4 24 | — | -34.7% | ||
| Q3 24 | — | -28.2% | ||
| Q2 24 | 13.9% | -123.2% | ||
| Q1 24 | — | -23.1% |
每股收益(稀释后)
GDEV
KORE
| Q4 25 | — | $-0.92 | ||
| Q3 25 | — | $-0.64 | ||
| Q2 25 | $0.90 | $-0.86 | ||
| Q1 25 | — | $-0.77 | ||
| Q4 24 | — | $-1.29 | ||
| Q3 24 | — | $-1.00 | ||
| Q2 24 | $0.81 | $-4.37 | ||
| Q1 24 | — | $-0.93 |
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 | $41.6M | $26.7M |
| 总债务越低越好 | — | $301.3M |
| 股东权益账面价值 | $-129.4M | $-163.8M |
| 总资产 | $210.2M | $410.5M |
| 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
GDEV
KORE
| Q4 25 | — | $26.7M | ||
| Q3 25 | — | $19.3M | ||
| Q2 25 | $41.6M | $21.0M | ||
| Q1 25 | — | $19.7M | ||
| Q4 24 | — | $19.4M | ||
| Q3 24 | — | $18.6M | ||
| Q2 24 | $50.8M | $22.3M | ||
| Q1 24 | — | $23.0M |
总债务
GDEV
KORE
| Q4 25 | — | $301.3M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $303.1M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益
GDEV
KORE
| Q4 25 | — | $-163.8M | ||
| Q3 25 | — | $-145.7M | ||
| Q2 25 | $-129.4M | $-133.5M | ||
| Q1 25 | — | $-114.9M | ||
| Q4 24 | — | $-99.6M | ||
| Q3 24 | — | $-77.2M | ||
| Q2 24 | $-118.7M | $-57.2M | ||
| Q1 24 | — | $22.3M |
总资产
GDEV
KORE
| Q4 25 | — | $410.5M | ||
| Q3 25 | — | $423.4M | ||
| Q2 25 | $210.2M | $432.9M | ||
| Q1 25 | — | $445.1M | ||
| Q4 24 | — | $455.8M | ||
| Q3 24 | — | $473.9M | ||
| Q2 24 | $282.8M | $487.7M | ||
| Q1 24 | — | $576.6M |
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 | — | $10.4M |
| 自由现金流经营现金流 - 资本支出 | — | $9.4M |
| 自由现金流率自由现金流/营收 | — | 12.7% |
| 资本支出强度资本支出/营收 | — | 1.5% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $15.8M |
8季度趋势,按日历期对齐
经营现金流
GDEV
KORE
| Q4 25 | — | $10.4M | ||
| Q3 25 | — | $1.1M | ||
| Q2 25 | — | $4.1M | ||
| Q1 25 | — | $2.9M | ||
| Q4 24 | — | $2.1M | ||
| Q3 24 | — | $1.2M | ||
| Q2 24 | — | $4.0M | ||
| Q1 24 | — | $1.9M |
自由现金流
GDEV
KORE
| Q4 25 | — | $9.4M | ||
| Q3 25 | — | $879.0K | ||
| Q2 25 | — | $2.8M | ||
| Q1 25 | — | $2.7M | ||
| Q4 24 | — | $2.0M | ||
| Q3 24 | — | $973.0K | ||
| Q2 24 | — | $3.1M | ||
| Q1 24 | — | $1.0M |
自由现金流率
GDEV
KORE
| Q4 25 | — | 12.7% | ||
| Q3 25 | — | 1.3% | ||
| Q2 25 | — | 4.0% | ||
| Q1 25 | — | 3.8% | ||
| Q4 24 | — | 2.7% | ||
| Q3 24 | — | 1.4% | ||
| Q2 24 | — | 4.6% | ||
| Q1 24 | — | 1.4% |
资本支出强度
GDEV
KORE
| Q4 25 | — | 1.5% | ||
| Q3 25 | — | 0.3% | ||
| Q2 25 | — | 1.8% | ||
| Q1 25 | — | 0.2% | ||
| Q4 24 | — | 0.1% | ||
| Q3 24 | — | 0.3% | ||
| Q2 24 | — | 1.3% | ||
| Q1 24 | — | 1.2% |
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
GDEV
暂无分部数据
KORE
| Io T Connectivity And Solutions Services | $55.9M | 76% |
| Hardware Sales | $15.4M | 21% |
| Deployment Services Professional Services Referral Services And Other | $2.5M | 3% |