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GDEV Inc.(GDEV)与OFG BANCORP(OFG)财务数据对比。点击上方公司名可切换其他公司
OFG BANCORP的季度营收约是GDEV Inc.的1.5倍($184.3M vs $119.9M),OFG BANCORP净利率更高(30.3% vs 13.9%,领先16.5%),GDEV Inc.同比增速更快(13.3% vs 0.9%)
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。
OFG Bancorp成立于1964年,总部位于波多黎各圣胡安,是东方银行的金融控股公司。公司通过东方银行、东方金融服务有限责任公司、东方保险有限责任公司等核心子公司,主要面向波多黎各和美属维尔京群岛市场,提供多元化的零售与商业银行、贷款、财富管理相关产品、服务及技术解决方案。
GDEV vs OFG — 直观对比
营收规模更大
OFG
是对方的1.5倍
$119.9M
营收增速更快
GDEV
高出12.4%
0.9%
净利率更高
OFG
高出16.5%
13.9%
损益表 — Q2 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $119.9M | $184.3M |
| 净利润 | $16.6M | $55.9M |
| 毛利率 | — | — |
| 营业利润率 | 15.5% | 25.7% |
| 净利率 | 13.9% | 30.3% |
| 营收同比 | 13.3% | 0.9% |
| 净利润同比 | 13.0% | 11.0% |
| 每股收益(稀释后) | $0.90 | $1.27 |
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
OFG
| Q4 25 | — | $184.3M | ||
| Q3 25 | — | $186.2M | ||
| Q2 25 | $119.9M | $182.4M | ||
| Q1 25 | — | $178.6M | ||
| Q4 24 | — | $182.7M | ||
| Q3 24 | — | $174.7M | ||
| Q2 24 | $105.8M | $179.8M | ||
| Q1 24 | — | $174.4M |
净利润
GDEV
OFG
| Q4 25 | — | $55.9M | ||
| Q3 25 | — | $51.8M | ||
| Q2 25 | $16.6M | $51.8M | ||
| Q1 25 | — | $45.6M | ||
| Q4 24 | — | $50.3M | ||
| Q3 24 | — | $47.0M | ||
| Q2 24 | $14.7M | $51.1M | ||
| Q1 24 | — | $49.7M |
营业利润率
GDEV
OFG
| Q4 25 | — | 25.7% | ||
| Q3 25 | — | 33.0% | ||
| Q2 25 | 15.5% | 36.1% | ||
| Q1 25 | — | 33.3% | ||
| Q4 24 | — | 28.9% | ||
| Q3 24 | — | 35.4% | ||
| Q2 24 | 14.4% | 39.6% | ||
| Q1 24 | — | 38.9% |
净利率
GDEV
OFG
| Q4 25 | — | 30.3% | ||
| Q3 25 | — | 27.8% | ||
| Q2 25 | 13.9% | 28.4% | ||
| Q1 25 | — | 25.5% | ||
| Q4 24 | — | 27.6% | ||
| Q3 24 | — | 26.9% | ||
| Q2 24 | 13.9% | 28.4% | ||
| Q1 24 | — | 28.5% |
每股收益(稀释后)
GDEV
OFG
| Q4 25 | — | $1.27 | ||
| Q3 25 | — | $1.16 | ||
| Q2 25 | $0.90 | $1.15 | ||
| Q1 25 | — | $1.00 | ||
| Q4 24 | — | $1.10 | ||
| Q3 24 | — | $1.00 | ||
| Q2 24 | $0.81 | $1.08 | ||
| Q1 24 | — | $1.05 |
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 | $1.0B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-129.4M | $1.4B |
| 总资产 | $210.2M | $12.5B |
| 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
OFG
| Q4 25 | — | $1.0B | ||
| Q3 25 | — | $740.3M | ||
| Q2 25 | $41.6M | $851.8M | ||
| Q1 25 | — | $710.6M | ||
| Q4 24 | — | $591.1M | ||
| Q3 24 | — | $680.6M | ||
| Q2 24 | $50.8M | $740.4M | ||
| Q1 24 | — | $754.4M |
股东权益
GDEV
OFG
| Q4 25 | — | $1.4B | ||
| Q3 25 | — | $1.4B | ||
| Q2 25 | $-129.4M | $1.3B | ||
| Q1 25 | — | $1.3B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | $1.3B | ||
| Q2 24 | $-118.7M | $1.2B | ||
| Q1 24 | — | $1.2B |
总资产
GDEV
OFG
| Q4 25 | — | $12.5B | ||
| Q3 25 | — | $12.2B | ||
| Q2 25 | $210.2M | $12.2B | ||
| Q1 25 | — | $11.7B | ||
| Q4 24 | — | $11.5B | ||
| Q3 24 | — | $11.5B | ||
| Q2 24 | $282.8M | $11.3B | ||
| Q1 24 | — | $11.2B |
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 | — | $217.7M |
| 自由现金流经营现金流 - 资本支出 | — | $199.3M |
| 自由现金流率自由现金流/营收 | — | 108.1% |
| 资本支出强度资本支出/营收 | — | 10.0% |
| 现金转化率经营现金流/净利润 | — | 3.90× |
| 过去12个月自由现金流最近4个季度 | — | $345.4M |
8季度趋势,按日历期对齐
经营现金流
GDEV
OFG
| Q4 25 | — | $217.7M | ||
| Q3 25 | — | $39.5M | ||
| Q2 25 | — | $35.9M | ||
| Q1 25 | — | $83.1M | ||
| Q4 24 | — | $252.5M | ||
| Q3 24 | — | $58.1M | ||
| Q2 24 | — | $95.1M | ||
| Q1 24 | — | $61.0M |
自由现金流
GDEV
OFG
| Q4 25 | — | $199.3M | ||
| Q3 25 | — | $35.5M | ||
| Q2 25 | — | $31.8M | ||
| Q1 25 | — | $78.7M | ||
| Q4 24 | — | $231.2M | ||
| Q3 24 | — | $51.8M | ||
| Q2 24 | — | $90.4M | ||
| Q1 24 | — | $54.8M |
自由现金流率
GDEV
OFG
| Q4 25 | — | 108.1% | ||
| Q3 25 | — | 19.1% | ||
| Q2 25 | — | 17.4% | ||
| Q1 25 | — | 44.1% | ||
| Q4 24 | — | 126.5% | ||
| Q3 24 | — | 29.6% | ||
| Q2 24 | — | 50.3% | ||
| Q1 24 | — | 31.4% |
资本支出强度
GDEV
OFG
| Q4 25 | — | 10.0% | ||
| Q3 25 | — | 2.1% | ||
| Q2 25 | — | 2.3% | ||
| Q1 25 | — | 2.4% | ||
| Q4 24 | — | 11.7% | ||
| Q3 24 | — | 3.6% | ||
| Q2 24 | — | 2.6% | ||
| Q1 24 | — | 3.5% |
现金转化率
GDEV
OFG
| Q4 25 | — | 3.90× | ||
| Q3 25 | — | 0.76× | ||
| Q2 25 | — | 0.69× | ||
| Q1 25 | — | 1.82× | ||
| Q4 24 | — | 5.02× | ||
| Q3 24 | — | 1.24× | ||
| Q2 24 | — | 1.86× | ||
| Q1 24 | — | 1.23× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图