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Genius Sports Ltd(GENI)与Rithm Capital Corp.(RITM)财务数据对比。点击上方公司名可切换其他公司
Rithm Capital Corp.的季度营收约是Genius Sports Ltd的1.6倍($828.2M vs $510.9M),Rithm Capital Corp.净利率更高(13.2% vs -12.3%,领先25.6%),过去两年Genius Sports Ltd的营收复合增速更高(129.2% vs -17.9%)
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。
Rithm Capital Corp.是总部位于美国纽约的投资管理机构,核心业务聚焦房地产投资与另类资产投资,依托专业的投研团队和成熟的市场运营经验,为合作伙伴及投资者提供优质的资产配置解决方案与长期收益回报。
GENI vs RITM — 直观对比
营收规模更大
RITM
是对方的1.6倍
$510.9M
净利率更高
RITM
高出25.6%
-12.3%
两年增速更快
GENI
近两年复合增速
-17.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $510.9M | $828.2M |
| 净利润 | $-63.0M | $109.5M |
| 毛利率 | 25.2% | — |
| 营业利润率 | -11.5% | — |
| 净利率 | -12.3% | 13.2% |
| 营收同比 | — | -40.0% |
| 净利润同比 | — | 20.9% |
| 每股收益(稀释后) | — | $0.12 |
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
GENI
RITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $510.9M | $1.5B | ||
| Q3 25 | $335.4M | $1.1B | ||
| Q2 25 | $215.2M | $1.2B | ||
| Q1 25 | $119.7M | $768.4M | ||
| Q4 24 | $413.0M | $2.1B | ||
| Q3 24 | $285.8M | $619.5M | ||
| Q2 24 | $184.1M | $1.2B |
净利润
GENI
RITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $-63.0M | $85.0M | ||
| Q3 25 | — | $221.5M | ||
| Q2 25 | $-47.3M | $311.7M | ||
| Q1 25 | $-25.5M | $78.8M | ||
| Q4 24 | $-85.5M | $290.2M | ||
| Q3 24 | $-47.1M | $121.7M | ||
| Q2 24 | $-35.5M | $235.6M |
毛利率
GENI
RITM
| Q1 26 | — | — | ||
| 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% | — |
营业利润率
GENI
RITM
| Q1 26 | — | — | ||
| Q4 25 | -11.5% | 13.8% | ||
| Q3 25 | -15.3% | 21.4% | ||
| Q2 25 | -21.0% | 25.2% | ||
| Q1 25 | -20.3% | 7.4% | ||
| Q4 24 | -18.0% | 23.8% | ||
| Q3 24 | -13.9% | 7.3% | ||
| Q2 24 | -16.8% | 23.6% |
净利率
GENI
RITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | -12.3% | 5.7% | ||
| Q3 25 | — | 20.0% | ||
| Q2 25 | -22.0% | 25.6% | ||
| Q1 25 | -21.3% | 10.3% | ||
| Q4 24 | -20.7% | 14.0% | ||
| Q3 24 | -16.5% | 19.7% | ||
| Q2 24 | -19.3% | 19.2% |
每股收益(稀释后)
GENI
RITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | — | $0.09 | ||
| Q3 25 | — | $0.35 | ||
| Q2 25 | — | $0.53 | ||
| Q1 25 | — | $0.07 | ||
| Q4 24 | — | $0.50 | ||
| Q3 24 | — | $0.20 | ||
| Q2 24 | — | $0.43 |
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 | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $724.5M | $9.1B |
| 总资产 | $1.1B | $53.4B |
| 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
GENI
RITM
| Q1 26 | — | — | ||
| Q4 25 | $280.6M | $1.8B | ||
| Q3 25 | $110.2M | $1.6B | ||
| Q2 25 | $110.2M | $1.6B | ||
| Q1 25 | $110.2M | $1.5B | ||
| Q4 24 | $100.3M | $1.5B | ||
| Q3 24 | $100.3M | $1.6B | ||
| Q2 24 | $100.3M | $1.2B |
总债务
GENI
RITM
| Q1 26 | — | — | ||
| Q4 25 | — | $35.4B | ||
| Q3 25 | — | $32.2B | ||
| Q2 25 | — | $31.2B | ||
| Q1 25 | — | $32.2B | ||
| Q4 24 | — | $32.6B | ||
| Q3 24 | — | $29.6B | ||
| Q2 24 | — | $30.1B |
股东权益
GENI
RITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $724.5M | $8.4B | ||
| Q3 25 | $572.4M | $8.5B | ||
| Q2 25 | $572.4M | $7.9B | ||
| Q1 25 | $572.4M | $7.8B | ||
| Q4 24 | $573.0M | $7.8B | ||
| Q3 24 | $573.0M | $7.7B | ||
| Q2 24 | $573.0M | $7.3B |
总资产
GENI
RITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $1.1B | $53.1B | ||
| Q3 25 | $792.3M | $47.2B | ||
| Q2 25 | $792.3M | $44.3B | ||
| Q1 25 | $792.3M | $45.3B | ||
| Q4 24 | $775.7M | $46.0B | ||
| Q3 24 | $775.7M | $42.3B | ||
| Q2 24 | $775.7M | $42.0B |
负债/权益比
GENI
RITM
| Q1 26 | — | — | ||
| Q4 25 | — | 4.20× | ||
| Q3 25 | — | 3.79× | ||
| Q2 25 | — | 3.92× | ||
| Q1 25 | — | 4.14× | ||
| Q4 24 | — | 4.18× | ||
| Q3 24 | — | 3.87× | ||
| Q2 24 | — | 4.10× |
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 | — |
| 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 | — | — |
| 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
RITM
| Q1 26 | — | — | ||
| Q4 25 | $81.9M | $-114.6M | ||
| Q3 25 | $-4.8M | $-2.0B | ||
| Q2 25 | $-1.2M | $-557.1M | ||
| Q1 25 | $-14.6M | $1.4B | ||
| Q4 24 | $14.9M | $-1.8B | ||
| Q3 24 | $-9.2M | $768.1M | ||
| Q2 24 | — | $-55.7M |
自由现金流
GENI
RITM
| Q1 26 | — | — | ||
| 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 | — | — |
自由现金流率
GENI
RITM
| Q1 26 | — | — | ||
| 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 | — | — |
资本支出强度
GENI
RITM
| Q1 26 | — | — | ||
| 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 | — | — |
现金转化率
GENI
RITM
| Q1 26 | — | — | ||
| Q4 25 | — | -1.35× | ||
| Q3 25 | — | -9.22× | ||
| Q2 25 | — | -1.79× | ||
| Q1 25 | — | 18.03× | ||
| Q4 24 | — | -6.04× | ||
| Q3 24 | — | 6.31× | ||
| Q2 24 | — | -0.24× |
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
RITM
| Servicing revenue, net | $375.1M | 45% |
| Other | $234.9M | 28% |
| Gain on originated residential mortgage loans, held-for-sale, net | $195.0M | 24% |
| Other revenue | $23.3M | 3% |