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GDEV Inc.（GDEV）与Tarsus Pharmaceuticals, Inc.（TARS）财务数据对比。点击上方公司名可切换其他公司
Tarsus Pharmaceuticals, Inc.的季度营收约是GDEV Inc.的1.3倍（$151.7M vs $119.9M），GDEV Inc.净利率更高（13.9% vs -5.5%，领先19.4%），Tarsus Pharmaceuticals, Inc.同比增速更快（128.4% vs 13.3%）
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。
Tarsus Pharmaceuticals是一家处于后期临床阶段的生物制药公司，专注于眼科、皮肤科等专科领域创新疗法的研发和商业化，主打产品针对蠕形螨睑缘炎、玫瑰痤疮等未被充分诊断的常见病症，核心市场为美国。
GDEV vs TARS — 直观对比
营收规模更大
TARS
是对方的1.3倍
$119.9M
营收增速更快
TARS
高出115.1%
13.3%
净利率更高
GDEV
高出19.4%
-5.5%
损益表 — Q2 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $119.9M | $151.7M |
| 净利润 | $16.6M | $-8.4M |
| 毛利率 | — | — |
| 营业利润率 | 15.5% | -5.3% |
| 净利率 | 13.9% | -5.5% |
| 营收同比 | 13.3% | 128.4% |
| 净利润同比 | 13.0% | 63.8% |
| 每股收益（稀释后） | $0.90 | $-0.17 |
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GDEVTARS
| Q4 25 | — | $151.7M | ||
| Q3 25 | — | $118.7M | ||
| Q2 25 | $119.9M | $102.7M | ||
| Q1 25 | — | $78.3M | ||
| Q4 24 | — | $66.4M | ||
| Q3 24 | — | $48.1M | ||
| Q2 24 | $105.8M | $40.8M | ||
| Q1 24 | — | $27.6M |
净利润GDEVTARS
| Q4 25 | — | $-8.4M | ||
| Q3 25 | — | $-12.6M | ||
| Q2 25 | $16.6M | $-20.3M | ||
| Q1 25 | — | $-25.1M | ||
| Q4 24 | — | $-23.1M | ||
| Q3 24 | — | $-23.4M | ||
| Q2 24 | $14.7M | $-33.3M | ||
| Q1 24 | — | $-35.7M |
营业利润率GDEVTARS
| Q4 25 | — | -5.3% | ||
| Q3 25 | — | -12.2% | ||
| Q2 25 | 15.5% | -21.6% | ||
| Q1 25 | — | -33.5% | ||
| Q4 24 | — | -36.8% | ||
| Q3 24 | — | -52.3% | ||
| Q2 24 | 14.4% | -81.6% | ||
| Q1 24 | — | -136.5% |
净利率GDEVTARS
| Q4 25 | — | -5.5% | ||
| Q3 25 | — | -10.6% | ||
| Q2 25 | 13.9% | -19.8% | ||
| Q1 25 | — | -32.1% | ||
| Q4 24 | — | -34.8% | ||
| Q3 24 | — | -48.7% | ||
| Q2 24 | 13.9% | -81.6% | ||
| Q1 24 | — | -129.4% |
每股收益（稀释后）GDEVTARS
| Q4 25 | — | $-0.17 | ||
| Q3 25 | — | $-0.30 | ||
| Q2 25 | $0.90 | $-0.48 | ||
| Q1 25 | — | $-0.64 | ||
| Q4 24 | — | $-0.57 | ||
| Q3 24 | — | $-0.61 | ||
| Q2 24 | $0.81 | $-0.88 | ||
| Q1 24 | — | $-1.01 |
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 | $417.3M |
| 总债务越低越好 | — | $72.4M |
| 股东权益账面价值 | $-129.4M | $343.4M |
| 总资产 | $210.2M | $562.2M |
| 负债/权益比越低杠杆越低 | — | 0.21× |
8季度趋势，按日历期对齐
现金及短期投资GDEVTARS
| Q4 25 | — | $417.3M | ||
| Q3 25 | — | $401.8M | ||
| Q2 25 | $41.6M | $381.1M | ||
| Q1 25 | — | $407.9M | ||
| Q4 24 | — | $291.4M | ||
| Q3 24 | — | $317.0M | ||
| Q2 24 | $50.8M | $323.6M | ||
| Q1 24 | — | $298.5M |
总债务GDEVTARS
| Q4 25 | — | $72.4M | ||
| Q3 25 | — | $72.3M | ||
| Q2 25 | — | $72.1M | ||
| Q1 25 | — | $72.0M | ||
| Q4 24 | — | $71.8M | ||
| Q3 24 | — | $71.7M | ||
| Q2 24 | — | $71.6M | ||
| Q1 24 | — | $29.9M |
股东权益GDEVTARS
| Q4 25 | — | $343.4M | ||
| Q3 25 | — | $335.1M | ||
| Q2 25 | $-129.4M | $332.6M | ||
| Q1 25 | — | $342.5M | ||
| Q4 24 | — | $224.5M | ||
| Q3 24 | — | $237.5M | ||
| Q2 24 | $-118.7M | $252.2M | ||
| Q1 24 | — | $275.2M |
总资产GDEVTARS
| Q4 25 | — | $562.2M | ||
| Q3 25 | — | $534.6M | ||
| Q2 25 | $210.2M | $495.0M | ||
| Q1 25 | — | $500.8M | ||
| Q4 24 | — | $377.0M | ||
| Q3 24 | — | $376.3M | ||
| Q2 24 | $282.8M | $376.8M | ||
| Q1 24 | — | $349.3M |
负债/权益比GDEVTARS
| Q4 25 | — | 0.21× | ||
| Q3 25 | — | 0.22× | ||
| Q2 25 | — | 0.22× | ||
| Q1 25 | — | 0.21× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | — | 0.30× | ||
| Q2 24 | — | 0.28× | ||
| Q1 24 | — | 0.11× |
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 | — | $19.3M |
| 自由现金流经营现金流 - 资本支出 | — | $13.0M |
| 自由现金流率自由现金流/营收 | — | 8.6% |
| 资本支出强度资本支出/营收 | — | 4.2% |
| 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 | — | $-22.3M |
8季度趋势，按日历期对齐
经营现金流GDEVTARS
| Q4 25 | — | $19.3M | ||
| Q3 25 | — | $18.3M | ||
| Q2 25 | — | $-29.4M | ||
| Q1 25 | — | $-20.7M | ||
| Q4 24 | — | $-22.2M | ||
| Q3 24 | — | $-8.7M | ||
| Q2 24 | — | $-14.4M | ||
| Q1 24 | — | $-37.8M |
自由现金流GDEVTARS
| Q4 25 | — | $13.0M | ||
| Q3 25 | — | $16.3M | ||
| Q2 25 | — | $-30.4M | ||
| Q1 25 | — | $-21.2M | ||
| Q4 24 | — | $-22.3M | ||
| Q3 24 | — | $-8.9M | ||
| Q2 24 | — | $-15.4M | ||
| Q1 24 | — | $-38.0M |
自由现金流率GDEVTARS
| Q4 25 | — | 8.6% | ||
| Q3 25 | — | 13.8% | ||
| Q2 25 | — | -29.6% | ||
| Q1 25 | — | -27.1% | ||
| Q4 24 | — | -33.5% | ||
| Q3 24 | — | -18.6% | ||
| Q2 24 | — | -37.8% | ||
| Q1 24 | — | -137.5% |
资本支出强度GDEVTARS
| Q4 25 | — | 4.2% | ||
| Q3 25 | — | 1.6% | ||
| Q2 25 | — | 1.0% | ||
| Q1 25 | — | 0.8% | ||
| Q4 24 | — | 0.1% | ||
| Q3 24 | — | 0.6% | ||
| Q2 24 | — | 2.5% | ||
| Q1 24 | — | 0.6% |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
