vs
GDEV Inc.(GDEV)与SunPower Inc.(SPWR)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SunPower Inc.的1.5倍($119.9M vs $79.7M),GDEV Inc.净利率更高(13.9% vs -17.8%,领先31.6%),GDEV Inc.同比增速更快(13.3% vs -10.1%)
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。
SunPower是一家美国光伏太阳能发电系统与储能电池产品供应商,主要服务住宅客户。公司由斯坦福大学电气工程教授理查德·斯旺森于1985年创立,总部位于加利福尼亚州圣何塞。赛普拉斯半导体2002年收购该公司多数股权后推动其快速发展,SunPower最终于2005年完成上市,目前是全球光伏领域知名企业。
GDEV vs SPWR — 直观对比
营收规模更大
GDEV
是对方的1.5倍
$79.7M
营收增速更快
GDEV
高出23.4%
-10.1%
净利率更高
GDEV
高出31.6%
-17.8%
损益表 — Q2 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $119.9M | $79.7M |
| 净利润 | $16.6M | $-14.2M |
| 毛利率 | — | 35.5% |
| 营业利润率 | 15.5% | -27.4% |
| 净利率 | 13.9% | -17.8% |
| 营收同比 | 13.3% | -10.1% |
| 净利润同比 | 13.0% | -130.1% |
| 每股收益(稀释后) | $0.90 | $-0.05 |
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
SPWR
| Q4 25 | — | $79.7M | ||
| Q3 25 | — | $22.0M | ||
| Q2 25 | $119.9M | $67.5M | ||
| Q1 25 | — | $82.7M | ||
| Q4 24 | — | $88.7M | ||
| Q2 24 | $105.8M | — | ||
| Q4 23 | — | $24.6M | ||
| Q2 23 | $114.9M | $25.6M |
净利润
GDEV
SPWR
| Q4 25 | — | $-14.2M | ||
| Q3 25 | — | $-16.9M | ||
| Q2 25 | $16.6M | $-22.4M | ||
| Q1 25 | — | $8.1M | ||
| Q4 24 | — | $47.0M | ||
| Q2 24 | $14.7M | — | ||
| Q4 23 | — | $-206.9M | ||
| Q2 23 | $19.5M | $-2.7M |
毛利率
GDEV
SPWR
| Q4 25 | — | 35.5% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 42.6% | ||
| Q1 25 | — | 48.5% | ||
| Q4 24 | — | 46.5% | ||
| Q2 24 | — | — | ||
| Q4 23 | — | 25.4% | ||
| Q2 23 | — | 23.5% |
营业利润率
GDEV
SPWR
| Q4 25 | — | -27.4% | ||
| Q3 25 | — | -15.7% | ||
| Q2 25 | 15.5% | -4.0% | ||
| Q1 25 | — | 1.3% | ||
| Q4 24 | — | -24.2% | ||
| Q2 24 | 14.4% | — | ||
| Q4 23 | — | -45.1% | ||
| Q2 23 | 12.9% | -5.9% |
净利率
GDEV
SPWR
| Q4 25 | — | -17.8% | ||
| Q3 25 | — | -76.9% | ||
| Q2 25 | 13.9% | -33.2% | ||
| Q1 25 | — | 9.8% | ||
| Q4 24 | — | 53.0% | ||
| Q2 24 | 13.9% | — | ||
| Q4 23 | — | -841.3% | ||
| Q2 23 | 17.0% | -10.4% |
每股收益(稀释后)
GDEV
SPWR
| Q4 25 | — | $-0.05 | ||
| Q3 25 | — | $-0.19 | ||
| Q2 25 | $0.90 | $-0.28 | ||
| Q1 25 | — | $0.00 | ||
| Q4 24 | — | $0.27 | ||
| Q2 24 | $0.81 | — | ||
| Q4 23 | — | $-5.20 | ||
| Q2 23 | $0.99 | $-0.41 |
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 | $9.6M |
| 总债务越低越好 | — | $164.8M |
| 股东权益账面价值 | $-129.4M | $-90.1M |
| 总资产 | $210.2M | $241.2M |
| 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
SPWR
| Q4 25 | — | $9.6M | ||
| Q3 25 | — | $5.1M | ||
| Q2 25 | $41.6M | $11.1M | ||
| Q1 25 | — | $10.6M | ||
| Q4 24 | — | $13.4M | ||
| Q2 24 | $50.8M | — | ||
| Q4 23 | — | — | ||
| Q2 23 | $68.6M | — |
总债务
GDEV
SPWR
| Q4 25 | — | $164.8M | ||
| Q3 25 | — | $204.3M | ||
| Q2 25 | — | $152.9M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $147.3M | ||
| Q2 24 | — | — | ||
| Q4 23 | — | — | ||
| Q2 23 | — | — |
股东权益
GDEV
SPWR
| Q4 25 | — | $-90.1M | ||
| Q3 25 | — | $-112.3M | ||
| Q2 25 | $-129.4M | $-107.2M | ||
| Q1 25 | — | $-89.0M | ||
| Q4 24 | — | $-97.5M | ||
| Q2 24 | $-118.7M | — | ||
| Q4 23 | — | $-50.8M | ||
| Q2 23 | $-135.8M | $-19.8M |
总资产
GDEV
SPWR
| Q4 25 | — | $241.2M | ||
| Q3 25 | — | $208.3M | ||
| Q2 25 | $210.2M | $163.1M | ||
| Q1 25 | — | $147.8M | ||
| Q4 24 | — | $144.5M | ||
| Q2 24 | $282.8M | — | ||
| Q4 23 | — | — | ||
| Q2 23 | $302.2M | $118.4M |
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 | — | $-1.9M |
| 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
SPWR
| Q4 25 | — | $-1.9M | ||
| Q3 25 | — | $-6.4M | ||
| Q2 25 | — | $-4.4M | ||
| Q1 25 | — | $-2.6M | ||
| Q4 24 | — | $-25.6M | ||
| Q2 24 | — | — | ||
| Q4 23 | — | — | ||
| Q2 23 | — | $15.4M |
资本支出强度
GDEV
SPWR
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q2 24 | — | — | ||
| Q4 23 | — | 2.0% | ||
| Q2 23 | — | 0.0% |
现金转化率
GDEV
SPWR
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | -0.32× | ||
| Q4 24 | — | -0.54× | ||
| Q2 24 | — | — | ||
| Q4 23 | — | — | ||
| Q2 23 | — | — |
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
SPWR
| Residential Solar Installation | $46.9M | 59% |
| New Homes Business | $22.7M | 29% |
| Other | $10.1M | 13% |