vs
Genius Sports Ltd（GENI）与Ryman Hospitality Properties, Inc.（RHP）财务数据对比。点击上方公司名可切换其他公司
Ryman Hospitality Properties, Inc.的季度营收约是Genius Sports Ltd的1.4倍（$737.8M vs $510.9M），Ryman Hospitality Properties, Inc.净利率更高（10.1% vs -12.3%，领先22.4%），Genius Sports Ltd自由现金流更多（$69.6M vs $58.5M），过去两年Genius Sports Ltd的营收复合增速更高（129.2% vs 18.2%）
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。
莱曼酒店地产是一家主营酒店、度假村、娱乐及媒体业务的企业，得名于旗下位于田纳西州纳什维尔的国家历史地标莱曼礼堂。公司历史可追溯至曾为俄克拉荷马出版公司子公司时期，1983年收购WSM公司后奠定现代业务基础，同时将知名演出IP大奥普里等核心资产纳入麾下。
GENI vs RHP — 直观对比
营收规模更大
RHP
是对方的1.4倍
$510.9M
净利率更高
RHP
高出22.4%
-12.3%
自由现金流更多
GENI
多$11.0M
$58.5M
两年增速更快
GENI
近两年复合增速
18.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $510.9M | $737.8M |
| 净利润 | $-63.0M | $74.5M |
| 毛利率 | 25.2% | 41.4% |
| 营业利润率 | -11.5% | 19.4% |
| 净利率 | -12.3% | 10.1% |
| 营收同比 | — | 13.9% |
| 净利润同比 | — | 3.0% |
| 每股收益（稀释后） | — | $1.12 |
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GENIRHP
| Q4 25 | $510.9M | $737.8M | ||
| Q3 25 | $335.4M | $592.5M | ||
| Q2 25 | $215.2M | $659.5M | ||
| Q1 25 | $119.7M | $587.3M | ||
| Q4 24 | $413.0M | $647.6M | ||
| Q3 24 | $285.8M | $550.0M | ||
| Q2 24 | $184.1M | $613.3M | ||
| Q1 24 | $97.2M | $528.3M |
净利润GENIRHP
| Q4 25 | $-63.0M | $74.5M | ||
| Q3 25 | — | $34.9M | ||
| Q2 25 | $-47.3M | $71.8M | ||
| Q1 25 | $-25.5M | $63.0M | ||
| Q4 24 | $-85.5M | $72.3M | ||
| Q3 24 | $-47.1M | $59.0M | ||
| Q2 24 | $-35.5M | $100.8M | ||
| Q1 24 | $-25.2M | $42.8M |
毛利率GENIRHP
| Q4 25 | 25.2% | 41.4% | ||
| Q3 25 | 24.2% | 40.9% | ||
| Q2 25 | 19.1% | 49.7% | ||
| Q1 25 | 10.7% | 44.4% | ||
| Q4 24 | 16.7% | 40.4% | ||
| Q3 24 | 20.5% | 43.1% | ||
| Q2 24 | 18.6% | 48.4% | ||
| Q1 24 | 9.8% | 41.5% |
营业利润率GENIRHP
| Q4 25 | -11.5% | 19.4% | ||
| Q3 25 | -15.3% | 15.0% | ||
| Q2 25 | -21.0% | 21.1% | ||
| Q1 25 | -20.3% | 19.8% | ||
| Q4 24 | -18.0% | 18.6% | ||
| Q3 24 | -13.9% | 19.3% | ||
| Q2 24 | -16.8% | 27.4% | ||
| Q1 24 | -23.7% | 18.2% |
净利率GENIRHP
| Q4 25 | -12.3% | 10.1% | ||
| Q3 25 | — | 5.9% | ||
| Q2 25 | -22.0% | 10.9% | ||
| Q1 25 | -21.3% | 10.7% | ||
| Q4 24 | -20.7% | 11.2% | ||
| Q3 24 | -16.5% | 10.7% | ||
| Q2 24 | -19.3% | 16.4% | ||
| Q1 24 | -25.9% | 8.1% |
每股收益（稀释后）GENIRHP
| Q4 25 | — | $1.12 | ||
| Q3 25 | — | $0.53 | ||
| Q2 25 | — | $1.12 | ||
| Q1 25 | — | $1.00 | ||
| Q4 24 | — | $1.12 | ||
| Q3 24 | — | $0.94 | ||
| Q2 24 | — | $1.65 | ||
| Q1 24 | — | $0.67 |
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 | $471.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $724.5M | $750.2M |
| 总资产 | $1.1B | $6.2B |
| 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GENIRHP
| Q4 25 | $280.6M | $471.4M | ||
| Q3 25 | $110.2M | $483.3M | ||
| Q2 25 | $110.2M | $420.6M | ||
| Q1 25 | $110.2M | $413.9M | ||
| Q4 24 | $100.3M | $477.7M | ||
| Q3 24 | $100.3M | $534.9M | ||
| Q2 24 | $100.3M | $498.4M | ||
| Q1 24 | $100.3M | $465.3M |
股东权益GENIRHP
| Q4 25 | $724.5M | $750.2M | ||
| Q3 25 | $572.4M | $758.5M | ||
| Q2 25 | $572.4M | $800.4M | ||
| Q1 25 | $572.4M | $531.5M | ||
| Q4 24 | $573.0M | $549.0M | ||
| Q3 24 | $573.0M | $551.9M | ||
| Q2 24 | $573.0M | $562.6M | ||
| Q1 24 | $573.0M | $529.9M |
总资产GENIRHP
| Q4 25 | $1.1B | $6.2B | ||
| Q3 25 | $792.3M | $6.2B | ||
| Q2 25 | $792.3M | $6.1B | ||
| Q1 25 | $792.3M | $5.2B | ||
| Q4 24 | $775.7M | $5.2B | ||
| Q3 24 | $775.7M | $5.2B | ||
| Q2 24 | $775.7M | $5.1B | ||
| Q1 24 | $775.7M | $5.1B |
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 | $81.9M | $164.7M |
| 自由现金流经营现金流 - 资本支出 | $69.6M | $58.5M |
| 自由现金流率自由现金流/营收 | 13.6% | 7.9% |
| 资本支出强度资本支出/营收 | 2.4% | 14.4% |
| 现金转化率经营现金流/净利润 | — | 2.21× |
| 过去12个月自由现金流最近4个季度 | $33.5M | $232.4M |
8季度趋势，按日历期对齐
经营现金流GENIRHP
| Q4 25 | $81.9M | $164.7M | ||
| Q3 25 | $-4.8M | $205.2M | ||
| Q2 25 | $-1.2M | $122.5M | ||
| Q1 25 | $-14.6M | $98.2M | ||
| Q4 24 | $14.9M | $166.6M | ||
| Q3 24 | $-9.2M | $218.1M | ||
| Q2 24 | — | $184.3M | ||
| Q1 24 | — | $7.5M |
自由现金流GENIRHP
| Q4 25 | $69.6M | $58.5M | ||
| Q3 25 | $-14.2M | $135.4M | ||
| Q2 25 | $-5.8M | $53.0M | ||
| Q1 25 | $-16.0M | $-14.5M | ||
| Q4 24 | $11.3M | $76.0M | ||
| Q3 24 | $-11.6M | $85.7M | ||
| Q2 24 | — | $78.8M | ||
| Q1 24 | — | $-72.0M |
自由现金流率GENIRHP
| Q4 25 | 13.6% | 7.9% | ||
| Q3 25 | -4.2% | 22.9% | ||
| Q2 25 | -2.7% | 8.0% | ||
| Q1 25 | -13.4% | -2.5% | ||
| Q4 24 | 2.7% | 11.7% | ||
| Q3 24 | -4.1% | 15.6% | ||
| Q2 24 | — | 12.9% | ||
| Q1 24 | — | -13.6% |
资本支出强度GENIRHP
| Q4 25 | 2.4% | 14.4% | ||
| Q3 25 | 2.8% | 11.8% | ||
| Q2 25 | 2.1% | 10.5% | ||
| Q1 25 | 1.2% | 19.2% | ||
| Q4 24 | 0.9% | 14.0% | ||
| Q3 24 | 0.9% | 24.1% | ||
| Q2 24 | — | 17.2% | ||
| Q1 24 | — | 15.0% |
现金转化率GENIRHP
| Q4 25 | — | 2.21× | ||
| Q3 25 | — | 5.88× | ||
| Q2 25 | — | 1.71× | ||
| Q1 25 | — | 1.56× | ||
| Q4 24 | — | 2.30× | ||
| Q3 24 | — | 3.70× | ||
| Q2 24 | — | 1.83× | ||
| Q1 24 | — | 0.17× |
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
RHP
| Hotel Other | $157.7M | 21% |
| Gaylord Opryland | $147.4M | 20% |
| Hotel Transient Rooms | $93.6M | 13% |
| Hotel Food And Beverage Outlets | $92.2M | 12% |
| Gaylord Palms | $88.2M | 12% |
| Jw Marriott Hill Country | $53.7M | 7% |
| Entertainment Admissions And Ticketing | $43.1M | 6% |
| Entertainment Food And Beverage | $38.1M | 5% |
| Entertainment Retail And Other | $28.3M | 4% |
| Ac Hotel | $2.4M | 0% |
