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Genius Sports Ltd(GENI)与Madison Square Garden Entertainment Corp.(MSGE)财务数据对比。点击上方公司名可切换其他公司
Genius Sports Ltd的季度营收约是Madison Square Garden Entertainment Corp.的1.2倍($510.9M vs $424.8M)。Madison Square Garden Entertainment Corp.净利率更高(21.8% vs -12.3%,领先34.2%)。过去两年Genius Sports Ltd的营收复合增速更高(129.2% vs 48.9%)
Genius Sports是一家体育数据与科技企业,为体育联盟、博彩机构及媒体公司提供数据管理、视频流媒体和赛事诚信服务,致力于帮助合作伙伴优化运营效率、丰富用户体验,保障体育赛事的公平透明与商业价值落地。
麦迪逊广场花园娱乐公司是总部位于美国纽约的体育控股企业,依托麦迪逊广场花园的核心资源,在体育赛事运营、体育IP管理及相关商业化领域拥有深厚行业积累与广泛影响力。
GENI vs MSGE — 直观对比
营收规模更大
GENI
是对方的1.2倍
$424.8M
净利率更高
MSGE
高出34.2%
-12.3%
两年增速更快
GENI
近两年复合增速
48.9%
损益表 — Q4 2025 vs Q2 2026
| 指标 | ||
|---|---|---|
| 营收 | $510.9M | $424.8M |
| 净利润 | $-63.0M | $92.7M |
| 毛利率 | 25.2% | — |
| 营业利润率 | -11.5% | 38.6% |
| 净利率 | -12.3% | 21.8% |
| 营收同比 | — | 12.5% |
| 净利润同比 | — | 22.2% |
| 每股收益(稀释后) | — | $1.94 |
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
GENI
MSGE
| Q4 25 | $510.9M | $424.8M | ||
| Q3 25 | $335.4M | $154.1M | ||
| Q2 25 | $215.2M | $145.1M | ||
| Q1 25 | $119.7M | $206.0M | ||
| Q4 24 | $413.0M | $377.6M | ||
| Q3 24 | $285.8M | $134.1M | ||
| Q2 24 | $184.1M | $177.6M | ||
| Q1 24 | $97.2M | $191.6M |
净利润
GENI
MSGE
| Q4 25 | $-63.0M | $92.7M | ||
| Q3 25 | — | $-21.7M | ||
| Q2 25 | $-47.3M | $-27.2M | ||
| Q1 25 | $-25.5M | $8.0M | ||
| Q4 24 | $-85.5M | $75.9M | ||
| Q3 24 | $-47.1M | $-19.3M | ||
| Q2 24 | $-35.5M | $66.9M | ||
| Q1 24 | $-25.2M | $2.8M |
毛利率
GENI
MSGE
| Q4 25 | 25.2% | — | ||
| Q3 25 | 24.2% | — | ||
| Q2 25 | 19.1% | — | ||
| Q1 25 | 10.7% | — | ||
| Q4 24 | 16.7% | — | ||
| Q3 24 | 20.5% | — | ||
| Q2 24 | 18.6% | — | ||
| Q1 24 | 9.8% | — |
营业利润率
GENI
MSGE
| Q4 25 | -11.5% | 38.6% | ||
| Q3 25 | -15.3% | -19.3% | ||
| Q2 25 | -21.0% | -17.7% | ||
| Q1 25 | -20.3% | 13.3% | ||
| Q4 24 | -18.0% | 36.8% | ||
| Q3 24 | -13.9% | -13.8% | ||
| Q2 24 | -16.8% | -5.0% | ||
| Q1 24 | -23.7% | 8.8% |
净利率
GENI
MSGE
| Q4 25 | -12.3% | 21.8% | ||
| Q3 25 | — | -14.0% | ||
| Q2 25 | -22.0% | -18.7% | ||
| Q1 25 | -21.3% | 3.9% | ||
| Q4 24 | -20.7% | 20.1% | ||
| Q3 24 | -16.5% | -14.4% | ||
| Q2 24 | -19.3% | 37.7% | ||
| Q1 24 | -25.9% | 1.5% |
每股收益(稀释后)
GENI
MSGE
| Q4 25 | — | $1.94 | ||
| Q3 25 | — | $-0.46 | ||
| Q2 25 | — | $-0.56 | ||
| Q1 25 | — | $0.17 | ||
| Q4 24 | — | $1.56 | ||
| Q3 24 | — | $-0.40 | ||
| Q2 24 | — | $1.32 | ||
| Q1 24 | — | $0.06 |
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 | $280.6M | $157.1M |
| 总债务越低越好 | — | $554.6M |
| 股东权益账面价值 | $724.5M | $36.0M |
| 总资产 | $1.1B | $1.8B |
| 负债/权益比越低杠杆越低 | — | 15.40× |
8季度趋势,按日历期对齐
现金及短期投资
GENI
MSGE
| Q4 25 | $280.6M | $157.1M | ||
| Q3 25 | $110.2M | $29.9M | ||
| Q2 25 | $110.2M | $43.0M | ||
| Q1 25 | $110.2M | $89.0M | ||
| Q4 24 | $100.3M | $54.9M | ||
| Q3 24 | $100.3M | $37.3M | ||
| Q2 24 | $100.3M | $33.3M | ||
| Q1 24 | $100.3M | $28.0M |
总债务
GENI
MSGE
| Q4 25 | — | $554.6M | ||
| Q3 25 | — | $581.7M | ||
| Q2 25 | — | $568.8M | ||
| Q1 25 | — | $577.4M | ||
| Q4 24 | — | $584.7M | ||
| Q3 24 | — | $647.0M | ||
| Q2 24 | — | $599.2M | ||
| Q1 24 | — | $602.5M |
股东权益
GENI
MSGE
| Q4 25 | $724.5M | $36.0M | ||
| Q3 25 | $572.4M | $-65.8M | ||
| Q2 25 | $572.4M | $-13.3M | ||
| Q1 25 | $572.4M | $9.5M | ||
| Q4 24 | $573.0M | $10.3M | ||
| Q3 24 | $573.0M | $-48.7M | ||
| Q2 24 | $573.0M | $-23.2M | ||
| Q1 24 | $573.0M | $-94.6M |
总资产
GENI
MSGE
| Q4 25 | $1.1B | $1.8B | ||
| Q3 25 | $792.3M | $1.7B | ||
| Q2 25 | $792.3M | $1.7B | ||
| Q1 25 | $792.3M | $1.7B | ||
| Q4 24 | $775.7M | $1.6B | ||
| Q3 24 | $775.7M | $1.6B | ||
| Q2 24 | $775.7M | $1.6B | ||
| Q1 24 | $775.7M | $1.5B |
负债/权益比
GENI
MSGE
| Q4 25 | — | 15.40× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 60.61× | ||
| Q4 24 | — | 56.61× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $81.9M | $164.4M |
| 自由现金流经营现金流 - 资本支出 | $69.6M | — |
| 自由现金流率自由现金流/营收 | 13.6% | — |
| 资本支出强度资本支出/营收 | 2.4% | — |
| 现金转化率经营现金流/净利润 | — | 1.77× |
| 过去12个月自由现金流最近4个季度 | $33.5M | — |
8季度趋势,按日历期对齐
经营现金流
GENI
MSGE
| Q4 25 | $81.9M | $164.4M | ||
| Q3 25 | $-4.8M | $19.8M | ||
| Q2 25 | $-1.2M | $-27.0M | ||
| Q1 25 | $-14.6M | $56.8M | ||
| Q4 24 | $14.9M | $112.9M | ||
| Q3 24 | $-9.2M | $-27.4M | ||
| Q2 24 | — | $212.0K | ||
| Q1 24 | — | $5.8M |
自由现金流
GENI
MSGE
| Q4 25 | $69.6M | — | ||
| Q3 25 | $-14.2M | — | ||
| Q2 25 | $-5.8M | — | ||
| Q1 25 | $-16.0M | — | ||
| Q4 24 | $11.3M | — | ||
| Q3 24 | $-11.6M | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
自由现金流率
GENI
MSGE
| Q4 25 | 13.6% | — | ||
| Q3 25 | -4.2% | — | ||
| Q2 25 | -2.7% | — | ||
| Q1 25 | -13.4% | — | ||
| Q4 24 | 2.7% | — | ||
| Q3 24 | -4.1% | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
资本支出强度
GENI
MSGE
| Q4 25 | 2.4% | — | ||
| Q3 25 | 2.8% | — | ||
| Q2 25 | 2.1% | — | ||
| Q1 25 | 1.2% | — | ||
| Q4 24 | 0.9% | — | ||
| Q3 24 | 0.9% | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
现金转化率
GENI
MSGE
| Q4 25 | — | 1.77× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 7.07× | ||
| Q4 24 | — | 1.49× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.00× | ||
| Q1 24 | — | 2.08× |
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
GENI
暂无分部数据
MSGE
| Ticketing And Venue License Fee Revenues | $263.5M | 62% |
| Food Beverage And Merchandise Revenues | $64.3M | 15% |
| Related Party | $43.9M | 10% |
| Arena Licensing Fees And Other Leasing Revenue | $35.2M | 8% |
| Other | $15.9M | 4% |