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GDEV Inc.(GDEV)与OCTAVE SPECIALTY GROUP INC(OSG)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OCTAVE SPECIALTY GROUP INC的1.8倍($119.9M vs $66.9M),GDEV Inc.净利率更高(13.9% vs -73.8%,领先87.6%),GDEV Inc.同比增速更快(13.3% vs 2.6%)
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。
奥克塔夫专业集团是一家专业保险控股企业,主营定制化财产与意外伤害保险产品,核心业务聚焦超额剩余保险领域,为北美地区的商业及个人客户提供定制化风险保障解决方案。
GDEV vs OSG — 直观对比
营收规模更大
GDEV
是对方的1.8倍
$66.9M
营收增速更快
GDEV
高出10.7%
2.6%
净利率更高
GDEV
高出87.6%
-73.8%
损益表 — Q2 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $119.9M | $66.9M |
| 净利润 | $16.6M | $-29.7M |
| 毛利率 | — | — |
| 营业利润率 | 15.5% | -76.7% |
| 净利率 | 13.9% | -73.8% |
| 营收同比 | 13.3% | 2.6% |
| 净利润同比 | 13.0% | -41.7% |
| 每股收益(稀释后) | $0.90 | $-0.82 |
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
OSG
| Q4 25 | — | $66.9M | ||
| Q3 25 | — | $66.6M | ||
| Q2 25 | $119.9M | $55.0M | ||
| Q1 25 | — | $62.8M | ||
| Q4 24 | — | $65.2M | ||
| Q3 24 | — | $70.0M | ||
| Q2 24 | $105.8M | $51.0M | ||
| Q1 24 | — | $49.6M |
净利润
GDEV
OSG
| Q4 25 | — | $-29.7M | ||
| Q3 25 | — | $-112.6M | ||
| Q2 25 | $16.6M | $-72.7M | ||
| Q1 25 | — | $-44.7M | ||
| Q4 24 | — | $-20.9M | ||
| Q3 24 | — | $-27.5M | ||
| Q2 24 | $14.7M | $-750.0K | ||
| Q1 24 | — | $20.8M |
营业利润率
GDEV
OSG
| Q4 25 | — | -76.7% | ||
| Q3 25 | — | -48.2% | ||
| Q2 25 | 15.5% | -41.8% | ||
| Q1 25 | — | -24.1% | ||
| Q4 24 | — | -55.5% | ||
| Q3 24 | — | -29.7% | ||
| Q2 24 | 14.4% | -28.9% | ||
| Q1 24 | — | -6.5% |
净利率
GDEV
OSG
| Q4 25 | — | -73.8% | ||
| Q3 25 | — | -169.1% | ||
| Q2 25 | 13.9% | -132.3% | ||
| Q1 25 | — | -71.3% | ||
| Q4 24 | — | -55.1% | ||
| Q3 24 | — | -39.3% | ||
| Q2 24 | 13.9% | -1.5% | ||
| Q1 24 | — | 41.9% |
每股收益(稀释后)
GDEV
OSG
| Q4 25 | — | $-0.82 | ||
| Q3 25 | — | $-2.35 | ||
| Q2 25 | $0.90 | $-1.54 | ||
| Q1 25 | — | $-1.22 | ||
| Q4 24 | — | $-11.75 | ||
| Q3 24 | — | $-0.63 | ||
| Q2 24 | $0.81 | $-0.02 | ||
| Q1 24 | — | $0.44 |
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 | $146.4M |
| 总债务越低越好 | — | $117.6M |
| 股东权益账面价值 | $-129.4M | $715.8M |
| 总资产 | $210.2M | $2.2B |
| 负债/权益比越低杠杆越低 | — | 0.16× |
8季度趋势,按日历期对齐
现金及短期投资
GDEV
OSG
| Q4 25 | — | $146.4M | ||
| Q3 25 | — | $27.5M | ||
| Q2 25 | $41.6M | $22.5M | ||
| Q1 25 | — | $34.1M | ||
| Q4 24 | — | $157.2M | ||
| Q3 24 | — | $40.8M | ||
| Q2 24 | $50.8M | $14.6M | ||
| Q1 24 | — | $13.8M |
总债务
GDEV
OSG
| Q4 25 | — | $117.6M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | $518.0M | ||
| Q2 24 | — | $515.0M | ||
| Q1 24 | — | $512.0M |
股东权益
GDEV
OSG
| Q4 25 | — | $715.8M | ||
| Q3 25 | — | $843.4M | ||
| Q2 25 | $-129.4M | $859.8M | ||
| Q1 25 | — | $852.2M | ||
| Q4 24 | — | $798.4M | ||
| Q3 24 | — | $1.5B | ||
| Q2 24 | $-118.7M | $1.4B | ||
| Q1 24 | — | $1.4B |
总资产
GDEV
OSG
| Q4 25 | — | $2.2B | ||
| Q3 25 | — | $2.1B | ||
| Q2 25 | $210.2M | $8.5B | ||
| Q1 25 | — | $8.3B | ||
| Q4 24 | — | $8.1B | ||
| Q3 24 | — | $9.3B | ||
| Q2 24 | $282.8M | $8.2B | ||
| Q1 24 | — | $8.4B |
负债/权益比
GDEV
OSG
| Q4 25 | — | 0.16× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.35× | ||
| Q2 24 | — | 0.38× | ||
| Q1 24 | — | 0.38× |
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 | — | $-52.3M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 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 | — | — |
8季度趋势,按日历期对齐
经营现金流
GDEV
OSG
| Q4 25 | — | $-52.3M | ||
| Q3 25 | — | $-41.2M | ||
| Q2 25 | — | $2.1M | ||
| Q1 25 | — | $-12.6M | ||
| Q4 24 | — | $762.0K | ||
| Q3 24 | — | $48.9M | ||
| Q2 24 | — | $20.4M | ||
| Q1 24 | — | $7.1M |
现金转化率
GDEV
OSG
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 0.34× |
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
OSG
| Other | $28.7M | 43% |
| Specialty Property Casualty Program | $23.1M | 34% |
| Accident Health | $9.6M | 14% |
| Specialty Automobile | $3.1M | 5% |
| Niche Specialty Risks | $2.4M | 4% |