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Genius Sports Ltd(GENI)与SiriusPoint Ltd(SPNT)财务数据对比。点击上方公司名可切换其他公司
SiriusPoint Ltd的季度营收约是Genius Sports Ltd的1.9倍($973.7M vs $510.9M),SiriusPoint Ltd净利率更高(25.1% vs -12.3%,领先37.4%),过去两年Genius Sports Ltd的营收复合增速更高(129.2% vs 19.2%)
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。
SiriusPoint Ltd是一家总部位于百慕大彭布罗克的全球特种保险及再保险服务商,提供财产险、意外险、特种险种保障及另类资本解决方案,服务覆盖北美、欧洲、亚太等市场的商业客户与风险承担方,注重严谨核保与稳定的风险调整收益。
GENI vs SPNT — 直观对比
营收规模更大
SPNT
是对方的1.9倍
$510.9M
净利率更高
SPNT
高出37.4%
-12.3%
两年增速更快
GENI
近两年复合增速
19.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $510.9M | $973.7M |
| 净利润 | $-63.0M | $244.1M |
| 毛利率 | 25.2% | — |
| 营业利润率 | -11.5% | 28.8% |
| 净利率 | -12.3% | 25.1% |
| 营收同比 | — | 58.9% |
| 净利润同比 | — | 1535.9% |
| 每股收益(稀释后) | — | $1.92 |
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
SPNT
| Q4 25 | $510.9M | $973.7M | ||
| Q3 25 | $335.4M | $755.9M | ||
| Q2 25 | $215.2M | $748.2M | ||
| Q1 25 | $119.7M | $727.3M | ||
| Q4 24 | $413.0M | $612.8M | ||
| Q3 24 | $285.8M | $562.2M | ||
| Q2 24 | $184.1M | $743.3M | ||
| Q1 24 | $97.2M | $685.5M |
净利润
GENI
SPNT
| Q4 25 | $-63.0M | $244.1M | ||
| Q3 25 | — | $90.8M | ||
| Q2 25 | $-47.3M | $63.2M | ||
| Q1 25 | $-25.5M | $61.6M | ||
| Q4 24 | $-85.5M | $-17.0M | ||
| Q3 24 | $-47.1M | $8.5M | ||
| Q2 24 | $-35.5M | $113.9M | ||
| Q1 24 | $-25.2M | $94.8M |
毛利率
GENI
SPNT
| 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
SPNT
| Q4 25 | -11.5% | 28.8% | ||
| Q3 25 | -15.3% | 14.7% | ||
| Q2 25 | -21.0% | 10.0% | ||
| Q1 25 | -20.3% | 10.4% | ||
| Q4 24 | -18.0% | -2.1% | ||
| Q3 24 | -13.9% | 2.0% | ||
| Q2 24 | -16.8% | 17.4% | ||
| Q1 24 | -23.7% | 15.4% |
净利率
GENI
SPNT
| Q4 25 | -12.3% | 25.1% | ||
| Q3 25 | — | 12.0% | ||
| Q2 25 | -22.0% | 8.4% | ||
| Q1 25 | -21.3% | 8.5% | ||
| Q4 24 | -20.7% | -2.8% | ||
| Q3 24 | -16.5% | 1.5% | ||
| Q2 24 | -19.3% | 15.3% | ||
| Q1 24 | -25.9% | 13.8% |
每股收益(稀释后)
GENI
SPNT
| Q4 25 | — | $1.92 | ||
| Q3 25 | — | $0.73 | ||
| Q2 25 | — | $0.50 | ||
| Q1 25 | — | $0.49 | ||
| Q4 24 | — | $-0.05 | ||
| Q3 24 | — | $0.03 | ||
| Q2 24 | — | $0.57 | ||
| Q1 24 | — | $0.49 |
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 | $731.2M |
| 总债务越低越好 | — | $688.6M |
| 股东权益账面价值 | $724.5M | $2.5B |
| 总资产 | $1.1B | $12.6B |
| 负债/权益比越低杠杆越低 | — | 0.28× |
8季度趋势,按日历期对齐
现金及短期投资
GENI
SPNT
| Q4 25 | $280.6M | $731.2M | ||
| Q3 25 | $110.2M | $582.4M | ||
| Q2 25 | $110.2M | $732.4M | ||
| Q1 25 | $110.2M | $740.3M | ||
| Q4 24 | $100.3M | $682.0M | ||
| Q3 24 | $100.3M | $640.7M | ||
| Q2 24 | $100.3M | $598.1M | ||
| Q1 24 | $100.3M | $867.5M |
总债务
GENI
SPNT
| Q4 25 | — | $688.6M | ||
| Q3 25 | — | $682.5M | ||
| Q2 25 | — | $678.4M | ||
| Q1 25 | — | $663.5M | ||
| Q4 24 | — | $639.1M | ||
| Q3 24 | — | $660.5M | ||
| Q2 24 | — | $648.6M | ||
| Q1 24 | — | $770.6M |
股东权益
GENI
SPNT
| Q4 25 | $724.5M | $2.5B | ||
| Q3 25 | $572.4M | $2.2B | ||
| Q2 25 | $572.4M | $2.1B | ||
| Q1 25 | $572.4M | $2.0B | ||
| Q4 24 | $573.0M | $1.9B | ||
| Q3 24 | $573.0M | $2.7B | ||
| Q2 24 | $573.0M | $2.7B | ||
| Q1 24 | $573.0M | $2.6B |
总资产
GENI
SPNT
| Q4 25 | $1.1B | $12.6B | ||
| Q3 25 | $792.3M | $12.5B | ||
| Q2 25 | $792.3M | $12.4B | ||
| Q1 25 | $792.3M | $12.3B | ||
| Q4 24 | $775.7M | $12.5B | ||
| Q3 24 | $775.7M | $12.7B | ||
| Q2 24 | $775.7M | $12.8B | ||
| Q1 24 | $775.7M | $13.1B |
负债/权益比
GENI
SPNT
| Q4 25 | — | 0.28× | ||
| Q3 25 | — | 0.31× | ||
| Q2 25 | — | 0.32× | ||
| Q1 25 | — | 0.33× | ||
| Q4 24 | — | 0.33× | ||
| Q3 24 | — | 0.25× | ||
| Q2 24 | — | 0.24× | ||
| Q1 24 | — | 0.30× |
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 | $-26.4M |
| 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 | — | -0.11× |
| 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
SPNT
| Q4 25 | $81.9M | $-26.4M | ||
| Q3 25 | $-4.8M | $155.6M | ||
| Q2 25 | $-1.2M | $62.1M | ||
| Q1 25 | $-14.6M | $-88.9M | ||
| Q4 24 | $14.9M | $107.7M | ||
| Q3 24 | $-9.2M | $58.1M | ||
| Q2 24 | — | $-149.9M | ||
| Q1 24 | — | $58.8M |
自由现金流
GENI
SPNT
| 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
SPNT
| 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
SPNT
| 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
SPNT
| Q4 25 | — | -0.11× | ||
| Q3 25 | — | 1.71× | ||
| Q2 25 | — | 0.98× | ||
| Q1 25 | — | -1.44× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 6.84× | ||
| Q2 24 | — | -1.32× | ||
| Q1 24 | — | 0.62× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图