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Gaming & Leisure Properties, Inc.（GLPI）与MongoDB, Inc.（MDB）财务数据对比。点击上方公司名可切换其他公司
MongoDB, Inc.的季度营收约是Gaming & Leisure Properties, Inc.的1.5倍（$628.3M vs $420.0M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs -0.3%，领先57.3%），MongoDB, Inc.同比增速更快（18.7% vs 6.3%），过去两年MongoDB, Inc.的营收复合增速更高（17.1% vs 5.0%）
博彩与休闲地产公司（GLPI）是一家专注于赌场物业的房地产投资信托（REIT），总部位于宾夕法尼亚州怀奥米辛。公司于2013年11月从宾州国民娱乐分拆成立，目前持有62处赌场物业，全部对外出租给其他企业运营。
MongoDB Inc.是美国软件企业，核心业务为开发面向非结构化数据的数据库引擎MongoDB并提供相关商用技术支持。该产品脱胎于NoSQL数据库，后续新增ACID事务等能力，功能覆盖场景持续拓展，可充分满足全球企业级客户的多元需求。
GLPI vs MDB — 直观对比
营收规模更大
MDB
是对方的1.5倍
$420.0M
营收增速更快
MDB
高出12.4%
6.3%
净利率更高
GLPI
高出57.3%
-0.3%
两年增速更快
MDB
近两年复合增速
5.0%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $420.0M | $628.3M |
| 净利润 | $239.4M | $-2.0M |
| 毛利率 | — | 71.5% |
| 营业利润率 | 79.4% | -2.9% |
| 净利率 | 57.0% | -0.3% |
| 营收同比 | 6.3% | 18.7% |
| 净利润同比 | 40.5% | 79.5% |
| 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GLPIMDB
| Q1 26 | $420.0M | — | ||
| Q4 25 | $407.0M | $628.3M | ||
| Q3 25 | $397.6M | $591.4M | ||
| Q2 25 | $394.9M | $549.0M | ||
| Q1 25 | $395.2M | $548.4M | ||
| Q4 24 | $389.6M | $529.4M | ||
| Q3 24 | $385.3M | $478.1M | ||
| Q2 24 | $380.6M | $450.6M |
净利润GLPIMDB
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | $-2.0M | ||
| Q3 25 | $241.2M | $-47.0M | ||
| Q2 25 | $151.4M | $-37.6M | ||
| Q1 25 | $165.2M | $15.8M | ||
| Q4 24 | $223.6M | $-9.8M | ||
| Q3 24 | $184.7M | $-54.5M | ||
| Q2 24 | $208.3M | $-80.6M |
毛利率GLPIMDB
| Q1 26 | — | — | ||
| Q4 25 | — | 71.5% | ||
| Q3 25 | — | 71.0% | ||
| Q2 25 | — | 71.2% | ||
| Q1 25 | — | 72.8% | ||
| Q4 24 | — | 74.4% | ||
| Q3 24 | — | 73.2% | ||
| Q2 24 | — | 72.8% |
营业利润率GLPIMDB
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | -2.9% | ||
| Q3 25 | 84.8% | -11.0% | ||
| Q2 25 | 61.3% | -9.8% | ||
| Q1 25 | 65.5% | -3.4% | ||
| Q4 24 | 79.1% | -5.3% | ||
| Q3 24 | 70.4% | -14.9% | ||
| Q2 24 | 77.1% | -21.8% |
净利率GLPIMDB
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | -0.3% | ||
| Q3 25 | 60.7% | -8.0% | ||
| Q2 25 | 38.4% | -6.9% | ||
| Q1 25 | 41.8% | 2.9% | ||
| Q4 24 | 57.4% | -1.8% | ||
| Q3 24 | 47.9% | -11.4% | ||
| Q2 24 | 54.7% | -17.9% |
每股收益（稀释后）GLPIMDB
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | — | ||
| Q3 25 | $0.85 | — | ||
| Q2 25 | $0.54 | — | ||
| Q1 25 | $0.60 | — | ||
| Q4 24 | $0.79 | — | ||
| Q3 24 | $0.67 | — | ||
| Q2 24 | $0.77 | — |
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 | $274.5M | $834.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.0B | $2.9B |
| 总资产 | $13.8B | $3.6B |
| 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GLPIMDB
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | $834.1M | ||
| Q3 25 | — | $647.1M | ||
| Q2 25 | — | $657.8M | ||
| Q1 25 | — | $490.1M | ||
| Q4 24 | $560.8M | $673.1M | ||
| Q3 24 | $560.8M | $1.3B | ||
| Q2 24 | $560.8M | $815.7M |
总债务GLPIMDB
| Q1 26 | — | — | ||
| Q4 25 | $7.2B | — | ||
| Q3 25 | $7.2B | — | ||
| Q2 25 | $6.9B | — | ||
| Q1 25 | $6.9B | — | ||
| Q4 24 | $7.7B | — | ||
| Q3 24 | $7.4B | — | ||
| Q2 24 | $6.6B | — |
股东权益GLPIMDB
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | $2.9B | ||
| Q3 25 | $4.6B | $2.9B | ||
| Q2 25 | $4.6B | $3.0B | ||
| Q1 25 | $4.2B | $2.8B | ||
| Q4 24 | $4.3B | $1.5B | ||
| Q3 24 | $4.3B | $1.4B | ||
| Q2 24 | $4.1B | $1.3B |
总资产GLPIMDB
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | $3.6B | ||
| Q3 25 | $12.8B | $3.5B | ||
| Q2 25 | $12.5B | $3.6B | ||
| Q1 25 | $12.1B | $3.4B | ||
| Q4 24 | $13.1B | $3.2B | ||
| Q3 24 | $12.7B | $3.1B | ||
| Q2 24 | $11.8B | $3.0B |
负债/权益比GLPIMDB
| Q1 26 | — | — | ||
| Q4 25 | 1.56× | — | ||
| Q3 25 | 1.57× | — | ||
| Q2 25 | 1.51× | — | ||
| Q1 25 | 1.63× | — | ||
| Q4 24 | 1.81× | — | ||
| Q3 24 | 1.74× | — | ||
| Q2 24 | 1.60× | — |
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 | — | $143.5M |
| 自由现金流经营现金流 - 资本支出 | — | $141.8M |
| 自由现金流率自由现金流/营收 | — | 22.6% |
| 资本支出强度资本支出/营收 | — | 0.3% |
| 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 | — | $346.3M |
8季度趋势，按日历期对齐
经营现金流GLPIMDB
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $143.5M | ||
| Q3 25 | $240.3M | $72.1M | ||
| Q2 25 | $293.4M | $109.9M | ||
| Q1 25 | $252.5M | $50.5M | ||
| Q4 24 | $1.1B | $37.4M | ||
| Q3 24 | $270.4M | $-1.4M | ||
| Q2 24 | $252.1M | $63.6M |
自由现金流GLPIMDB
| Q1 26 | — | — | ||
| Q4 25 | — | $141.8M | ||
| Q3 25 | $183.0M | $71.6M | ||
| Q2 25 | $272.3M | $108.3M | ||
| Q1 25 | $239.6M | $24.6M | ||
| Q4 24 | $1.1B | $35.5M | ||
| Q3 24 | $261.5M | $-2.4M | ||
| Q2 24 | $245.0M | $63.1M |
自由现金流率GLPIMDB
| Q1 26 | — | — | ||
| Q4 25 | — | 22.6% | ||
| Q3 25 | 46.0% | 12.1% | ||
| Q2 25 | 69.0% | 19.7% | ||
| Q1 25 | 60.6% | 4.5% | ||
| Q4 24 | 275.3% | 6.7% | ||
| Q3 24 | 67.9% | -0.5% | ||
| Q2 24 | 64.4% | 14.0% |
资本支出强度GLPIMDB
| Q1 26 | — | — | ||
| Q4 25 | — | 0.3% | ||
| Q3 25 | 14.4% | 0.1% | ||
| Q2 25 | 5.3% | 0.3% | ||
| Q1 25 | 3.3% | 4.7% | ||
| Q4 24 | 0.0% | 0.4% | ||
| Q3 24 | 2.3% | 0.2% | ||
| Q2 24 | 1.9% | 0.1% |
现金转化率GLPIMDB
| Q1 26 | — | — | ||
| Q4 25 | 4.10× | — | ||
| Q3 25 | 1.00× | — | ||
| Q2 25 | 1.94× | — | ||
| Q1 25 | 1.53× | 3.19× | ||
| Q4 24 | 4.80× | — | ||
| Q3 24 | 1.46× | — | ||
| Q2 24 | 1.21× | — |
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
GLPI
暂无分部数据
MDB
| Mongo DB Atlas Related | $470.4M | 75% |
| Other Subscription | $138.7M | 22% |
| Services | $19.2M | 3% |
