vs
GDEV Inc.(GDEV)与SILICOM LTD.(SILC)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SILICOM LTD.的1.9倍($119.9M vs $61.9M),GDEV Inc.净利率更高(13.9% vs -18.5%,领先32.4%),GDEV Inc.同比增速更快(13.3% vs 6.6%)
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。
矽利康有限公司(Silicom Ltd.)总部设于以色列,是一家上市企业,专注于为各类服务器及基于服务器的系统设计、制造并销售连接解决方案。公司股票同时在纳斯达克全球市场与特拉维夫证券交易所挂牌交易,隶属于RAD集团。
GDEV vs SILC — 直观对比
营收规模更大
GDEV
是对方的1.9倍
$61.9M
营收增速更快
GDEV
高出6.8%
6.6%
净利率更高
GDEV
高出32.4%
-18.5%
损益表 — Q2 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $119.9M | $61.9M |
| 净利润 | $16.6M | $-11.5M |
| 毛利率 | — | 30.6% |
| 营业利润率 | 15.5% | -19.8% |
| 净利率 | 13.9% | -18.5% |
| 营收同比 | 13.3% | 6.6% |
| 净利润同比 | 13.0% | 16.3% |
| 每股收益(稀释后) | $0.90 | $-2.01 |
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
SILC
| Q4 25 | — | $61.9M | ||
| Q2 25 | $119.9M | — | ||
| Q4 24 | — | $58.1M | ||
| Q2 24 | $105.8M | — | ||
| Q2 23 | $114.9M | — | ||
| Q2 22 | $125.8M | — |
净利润
GDEV
SILC
| Q4 25 | — | $-11.5M | ||
| Q2 25 | $16.6M | — | ||
| Q4 24 | — | $-13.7M | ||
| Q2 24 | $14.7M | — | ||
| Q2 23 | $19.5M | — | ||
| Q2 22 | $29.3M | — |
毛利率
GDEV
SILC
| Q4 25 | — | 30.6% | ||
| Q2 25 | — | — | ||
| Q4 24 | — | 28.6% | ||
| Q2 24 | — | — | ||
| Q2 23 | — | — | ||
| Q2 22 | — | — |
营业利润率
GDEV
SILC
| Q4 25 | — | -19.8% | ||
| Q2 25 | 15.5% | — | ||
| Q4 24 | — | -22.8% | ||
| Q2 24 | 14.4% | — | ||
| Q2 23 | 12.9% | — | ||
| Q2 22 | 34.4% | — |
净利率
GDEV
SILC
| Q4 25 | — | -18.5% | ||
| Q2 25 | 13.9% | — | ||
| Q4 24 | — | -23.6% | ||
| Q2 24 | 13.9% | — | ||
| Q2 23 | 17.0% | — | ||
| Q2 22 | 23.3% | — |
每股收益(稀释后)
GDEV
SILC
| Q4 25 | — | $-2.01 | ||
| Q2 25 | $0.90 | — | ||
| Q4 24 | — | $-2.28 | ||
| Q2 24 | $0.81 | — | ||
| Q2 23 | $0.99 | — | ||
| Q2 22 | $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 | $41.6M | $42.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-129.4M | $117.5M |
| 总资产 | $210.2M | $152.2M |
| 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
GDEV
SILC
| Q4 25 | — | $42.1M | ||
| Q2 25 | $41.6M | — | ||
| Q4 24 | — | $72.1M | ||
| Q2 24 | $50.8M | — | ||
| Q2 23 | $68.6M | — | ||
| Q2 22 | $91.4M | — |
股东权益
GDEV
SILC
| Q4 25 | — | $117.5M | ||
| Q2 25 | $-129.4M | — | ||
| Q4 24 | — | $127.8M | ||
| Q2 24 | $-118.7M | — | ||
| Q2 23 | $-135.8M | — | ||
| Q2 22 | $-105.2M | — |
总资产
GDEV
SILC
| Q4 25 | — | $152.2M | ||
| Q2 25 | $210.2M | — | ||
| Q4 24 | — | $150.4M | ||
| Q2 24 | $282.8M | — | ||
| Q2 23 | $302.2M | — | ||
| Q2 22 | $373.3M | — |
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 | — | $-2.2M |
| 自由现金流经营现金流 - 资本支出 | — | $-3.3M |
| 自由现金流率自由现金流/营收 | — | -5.4% |
| 资本支出强度资本支出/营收 | — | 1.9% |
| 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
SILC
| Q4 25 | — | $-2.2M | ||
| Q2 25 | — | — | ||
| Q4 24 | — | $18.3M | ||
| Q2 24 | — | — | ||
| Q2 23 | — | — | ||
| Q2 22 | $21.1M | — |
自由现金流
GDEV
SILC
| Q4 25 | — | $-3.3M | ||
| Q2 25 | — | — | ||
| Q4 24 | — | $17.4M | ||
| Q2 24 | — | — | ||
| Q2 23 | — | — | ||
| Q2 22 | — | — |
自由现金流率
GDEV
SILC
| Q4 25 | — | -5.4% | ||
| Q2 25 | — | — | ||
| Q4 24 | — | 29.9% | ||
| Q2 24 | — | — | ||
| Q2 23 | — | — | ||
| Q2 22 | — | — |
资本支出强度
GDEV
SILC
| Q4 25 | — | 1.9% | ||
| Q2 25 | — | — | ||
| Q4 24 | — | 1.6% | ||
| Q2 24 | — | — | ||
| Q2 23 | — | — | ||
| Q2 22 | — | — |
现金转化率
GDEV
SILC
| Q4 25 | — | — | ||
| Q2 25 | — | — | ||
| Q4 24 | — | — | ||
| Q2 24 | — | — | ||
| Q2 23 | — | — | ||
| Q2 22 | 0.72× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图