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Genius Sports Ltd（GENI）与世纪互联（VNET）财务数据对比。点击上方公司名可切换其他公司
Genius Sports Ltd的季度营收约是世纪互联的1.4倍（$510.9M vs $362.7M），世纪互联净利率更高（-10.7% vs -12.3%，领先1.7%），Genius Sports Ltd自由现金流更多（$69.6M vs $-193.1M），过去两年Genius Sports Ltd的营收复合增速更高（129.2% vs 17.4%）
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。
VNET Group即世纪互联，是中国领先的第三方中立数据中心服务商，提供机柜托管、云基础设施、混合云部署及网络管理等解决方案，服务覆盖科技、金融、零售等多领域企业客户，为企业数字化运营提供稳定的算力与网络支撑。
GENI vs VNET — 直观对比
营收规模更大
GENI
是对方的1.4倍
$362.7M
净利率更高
VNET
高出1.7%
-12.3%
自由现金流更多
GENI
多$262.7M
$-193.1M
两年增速更快
GENI
近两年复合增速
17.4%
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $510.9M | $362.7M |
| 净利润 | $-63.0M | $-38.7M |
| 毛利率 | 25.2% | 20.9% |
| 营业利润率 | -11.5% | 0.5% |
| 净利率 | -12.3% | -10.7% |
| 营收同比 | — | — |
| 净利润同比 | — | — |
| 每股收益（稀释后） | — | — |
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GENIVNET
| Q4 25 | $510.9M | — | ||
| Q3 25 | $335.4M | $362.7M | ||
| Q2 25 | $215.2M | — | ||
| Q1 25 | $119.7M | $309.5M | ||
| Q4 24 | $413.0M | — | ||
| Q3 24 | $285.8M | $302.2M | ||
| Q2 24 | $184.1M | $274.4M | ||
| Q1 24 | $97.2M | $262.9M |
净利润GENIVNET
| Q4 25 | $-63.0M | — | ||
| Q3 25 | — | $-38.7M | ||
| Q2 25 | $-47.3M | — | ||
| Q1 25 | $-25.5M | $-2.4M | ||
| Q4 24 | $-85.5M | — | ||
| Q3 24 | $-47.1M | $-2.1M | ||
| Q2 24 | $-35.5M | $-1.1M | ||
| Q1 24 | $-25.2M | $-22.0M |
毛利率GENIVNET
| Q4 25 | 25.2% | — | ||
| Q3 25 | 24.2% | 20.9% | ||
| Q2 25 | 19.1% | — | ||
| Q1 25 | 10.7% | 25.2% | ||
| Q4 24 | 16.7% | — | ||
| Q3 24 | 20.5% | 23.2% | ||
| Q2 24 | 18.6% | 21.3% | ||
| Q1 24 | 9.8% | 21.6% |
营业利润率GENIVNET
| Q4 25 | -11.5% | — | ||
| Q3 25 | -15.3% | 0.5% | ||
| Q2 25 | -21.0% | — | ||
| Q1 25 | -20.3% | 0.1% | ||
| Q4 24 | -18.0% | — | ||
| Q3 24 | -13.9% | 24.5% | ||
| Q2 24 | -16.8% | 0.2% | ||
| Q1 24 | -23.7% | 0.2% |
净利率GENIVNET
| Q4 25 | -12.3% | — | ||
| Q3 25 | — | -10.7% | ||
| Q2 25 | -22.0% | — | ||
| Q1 25 | -21.3% | -0.8% | ||
| Q4 24 | -20.7% | — | ||
| Q3 24 | -16.5% | -0.7% | ||
| Q2 24 | -19.3% | -0.4% | ||
| Q1 24 | -25.9% | -8.4% |
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 | $492.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $724.5M | $890.8M |
| 总资产 | $1.1B | $6.1B |
| 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GENIVNET
| Q4 25 | $280.6M | — | ||
| Q3 25 | $110.2M | $492.1M | ||
| Q2 25 | $110.2M | — | ||
| Q1 25 | $110.2M | $544.3M | ||
| Q4 24 | $100.3M | — | ||
| Q3 24 | $100.3M | $219.5M | ||
| Q2 24 | $100.3M | $247.2M | ||
| Q1 24 | $100.3M | $246.9M |
总债务GENIVNET
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益GENIVNET
| Q4 25 | $724.5M | — | ||
| Q3 25 | $572.4M | $890.8M | ||
| Q2 25 | $572.4M | — | ||
| Q1 25 | $572.4M | $927.8M | ||
| Q4 24 | $573.0M | — | ||
| Q3 24 | $573.0M | $902.9M | ||
| Q2 24 | $573.0M | $900.6M | ||
| Q1 24 | $573.0M | $895.1M |
总资产GENIVNET
| Q4 25 | $1.1B | — | ||
| Q3 25 | $792.3M | $6.1B | ||
| Q2 25 | $792.3M | — | ||
| Q1 25 | $792.3M | $5.4B | ||
| Q4 24 | $775.7M | — | ||
| Q3 24 | $775.7M | $4.3B | ||
| Q2 24 | $775.7M | $4.0B | ||
| Q1 24 | $775.7M | $3.9B |
负债/权益比GENIVNET
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.28× | ||
| 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 | $113.8M |
| 自由现金流经营现金流 - 资本支出 | $69.6M | $-193.1M |
| 自由现金流率自由现金流/营收 | 13.6% | -53.2% |
| 资本支出强度资本支出/营收 | 2.4% | 84.6% |
| 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 | $-589.7M |
8季度趋势，按日历期对齐
经营现金流GENIVNET
| Q4 25 | $81.9M | — | ||
| Q3 25 | $-4.8M | $113.8M | ||
| Q2 25 | $-1.2M | — | ||
| Q1 25 | $-14.6M | $27.0M | ||
| Q4 24 | $14.9M | — | ||
| Q3 24 | $-9.2M | $108.3M | ||
| Q2 24 | — | $55.8M | ||
| Q1 24 | — | $37.1M |
自由现金流GENIVNET
| Q4 25 | $69.6M | — | ||
| Q3 25 | $-14.2M | $-193.1M | ||
| Q2 25 | $-5.8M | — | ||
| Q1 25 | $-16.0M | $-220.0M | ||
| Q4 24 | $11.3M | — | ||
| Q3 24 | $-11.6M | $-95.0M | ||
| Q2 24 | — | $-81.6M | ||
| Q1 24 | — | $-102.2M |
自由现金流率GENIVNET
| Q4 25 | 13.6% | — | ||
| Q3 25 | -4.2% | -53.2% | ||
| Q2 25 | -2.7% | — | ||
| Q1 25 | -13.4% | -71.1% | ||
| Q4 24 | 2.7% | — | ||
| Q3 24 | -4.1% | -31.4% | ||
| Q2 24 | — | -29.8% | ||
| Q1 24 | — | -38.9% |
资本支出强度GENIVNET
| Q4 25 | 2.4% | — | ||
| Q3 25 | 2.8% | 84.6% | ||
| Q2 25 | 2.1% | — | ||
| Q1 25 | 1.2% | 79.8% | ||
| Q4 24 | 0.9% | — | ||
| Q3 24 | 0.9% | 67.3% | ||
| Q2 24 | — | 50.1% | ||
| Q1 24 | — | 53.0% |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
