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GDEV Inc.（GDEV）与WAFD INC（WAFD）财务数据对比。点击上方公司名可切换其他公司
WAFD INC的季度营收约是GDEV Inc.的1.6倍（$191.4M vs $119.9M），WAFD INC净利率更高（33.5% vs 13.9%，领先19.7%），GDEV Inc.同比增速更快（13.3% vs 11.8%）
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。
WAFD银行总部位于美国华盛顿州西雅图市，是美国头部银行之一，业务覆盖华盛顿州、俄勒冈州、爱达荷州、内华达州、犹他州、亚利桑那州、新墨西哥州、加利福尼亚州及得克萨斯州，共设有210家实体营业网点，为多州客户提供专业金融服务。
GDEV vs WAFD — 直观对比
营收规模更大
WAFD
是对方的1.6倍
$119.9M
营收增速更快
GDEV
高出1.5%
11.8%
净利率更高
WAFD
高出19.7%
13.9%
损益表 — Q2 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $119.9M | $191.4M |
| 净利润 | $16.6M | $64.2M |
| 毛利率 | — | — |
| 营业利润率 | 15.5% | 43.0% |
| 净利率 | 13.9% | 33.5% |
| 营收同比 | 13.3% | 11.8% |
| 净利润同比 | 13.0% | 35.8% |
| 每股收益（稀释后） | $0.90 | $0.79 |
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GDEVWAFD
| Q4 25 | — | $191.4M | ||
| Q3 25 | — | $188.3M | ||
| Q2 25 | $119.9M | $186.3M | ||
| Q1 25 | — | $179.8M | ||
| Q4 24 | — | $171.1M | ||
| Q3 24 | — | $188.7M | ||
| Q2 24 | $105.8M | $194.4M | ||
| Q1 24 | — | $172.0M |
净利润GDEVWAFD
| Q4 25 | — | $64.2M | ||
| Q3 25 | — | $60.6M | ||
| Q2 25 | $16.6M | $62.0M | ||
| Q1 25 | — | $56.3M | ||
| Q4 24 | — | $47.3M | ||
| Q3 24 | — | $61.1M | ||
| Q2 24 | $14.7M | $64.6M | ||
| Q1 24 | — | $15.9M |
营业利润率GDEVWAFD
| Q4 25 | — | 43.0% | ||
| Q3 25 | — | 41.2% | ||
| Q2 25 | 15.5% | 42.8% | ||
| Q1 25 | — | 40.1% | ||
| Q4 24 | — | 35.2% | ||
| Q3 24 | — | 42.8% | ||
| Q2 24 | 14.4% | 42.6% | ||
| Q1 24 | — | 12.2% |
净利率GDEVWAFD
| Q4 25 | — | 33.5% | ||
| Q3 25 | — | 32.2% | ||
| Q2 25 | 13.9% | 33.3% | ||
| Q1 25 | — | 31.3% | ||
| Q4 24 | — | 27.6% | ||
| Q3 24 | — | 32.4% | ||
| Q2 24 | 13.9% | 33.2% | ||
| Q1 24 | — | 9.2% |
每股收益（稀释后）GDEVWAFD
| Q4 25 | — | $0.79 | ||
| Q3 25 | — | $0.71 | ||
| Q2 25 | $0.90 | $0.73 | ||
| Q1 25 | — | $0.65 | ||
| Q4 24 | — | $0.54 | ||
| Q3 24 | — | $0.73 | ||
| Q2 24 | $0.81 | $0.75 | ||
| Q1 24 | — | $0.17 |
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 | $734.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-129.4M | $3.0B |
| 总资产 | $210.2M | $27.3B |
| 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GDEVWAFD
| Q4 25 | — | $734.9M | ||
| Q3 25 | — | $657.3M | ||
| Q2 25 | $41.6M | $809.3M | ||
| Q1 25 | — | $1.2B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | — | $2.4B | ||
| Q2 24 | $50.8M | $2.5B | ||
| Q1 24 | — | $1.5B |
股东权益GDEVWAFD
| Q4 25 | — | $3.0B | ||
| Q3 25 | — | $3.0B | ||
| Q2 25 | $-129.4M | $3.0B | ||
| Q1 25 | — | $3.0B | ||
| Q4 24 | — | $3.0B | ||
| Q3 24 | — | $3.0B | ||
| Q2 24 | $-118.7M | $3.0B | ||
| Q1 24 | — | $2.9B |
总资产GDEVWAFD
| Q4 25 | — | $27.3B | ||
| Q3 25 | — | $26.7B | ||
| Q2 25 | $210.2M | $26.7B | ||
| Q1 25 | — | $27.6B | ||
| Q4 24 | — | $27.7B | ||
| Q3 24 | — | $28.1B | ||
| Q2 24 | $282.8M | $28.6B | ||
| Q1 24 | — | $30.1B |
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 | — | $60.5M |
| 自由现金流经营现金流 - 资本支出 | — | $50.0M |
| 自由现金流率自由现金流/营收 | — | 26.1% |
| 资本支出强度资本支出/营收 | — | 5.5% |
| 现金转化率经营现金流/净利润 | — | 0.94× |
| 过去12个月自由现金流最近4个季度 | — | $377.9M |
8季度趋势，按日历期对齐
经营现金流GDEVWAFD
| Q4 25 | — | $60.5M | ||
| Q3 25 | — | $237.0M | ||
| Q2 25 | — | $58.0M | ||
| Q1 25 | — | $72.1M | ||
| Q4 24 | — | $49.4M | ||
| Q3 24 | — | $439.2M | ||
| Q2 24 | — | $63.1M | ||
| Q1 24 | — | $169.2M |
自由现金流GDEVWAFD
| Q4 25 | — | $50.0M | ||
| Q3 25 | — | $208.2M | ||
| Q2 25 | — | $53.1M | ||
| Q1 25 | — | $66.6M | ||
| Q4 24 | — | $43.0M | ||
| Q3 24 | — | $414.6M | ||
| Q2 24 | — | $58.3M | ||
| Q1 24 | — | $164.8M |
自由现金流率GDEVWAFD
| Q4 25 | — | 26.1% | ||
| Q3 25 | — | 110.6% | ||
| Q2 25 | — | 28.5% | ||
| Q1 25 | — | 37.0% | ||
| Q4 24 | — | 25.1% | ||
| Q3 24 | — | 219.7% | ||
| Q2 24 | — | 30.0% | ||
| Q1 24 | — | 95.8% |
资本支出强度GDEVWAFD
| Q4 25 | — | 5.5% | ||
| Q3 25 | — | 15.2% | ||
| Q2 25 | — | 2.6% | ||
| Q1 25 | — | 3.1% | ||
| Q4 24 | — | 3.8% | ||
| Q3 24 | — | 13.1% | ||
| Q2 24 | — | 2.5% | ||
| Q1 24 | — | 2.6% |
现金转化率GDEVWAFD
| Q4 25 | — | 0.94× | ||
| Q3 25 | — | 3.91× | ||
| Q2 25 | — | 0.94× | ||
| Q1 25 | — | 1.28× | ||
| Q4 24 | — | 1.05× | ||
| Q3 24 | — | 7.18× | ||
| Q2 24 | — | 0.98× | ||
| Q1 24 | — | 10.65× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
