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Gaming & Leisure Properties, Inc.（GLPI）与PEGASYSTEMS INC（PEGA）财务数据对比。点击上方公司名可切换其他公司
PEGASYSTEMS INC的季度营收约是Gaming & Leisure Properties, Inc.的1.0倍（$430.0M vs $420.0M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 7.6%，领先49.4%），Gaming & Leisure Properties, Inc.同比增速更快（6.3% vs -9.6%），过去两年PEGASYSTEMS INC的营收复合增速更高（10.7% 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。
Pegasystems Inc.（简称Pega）是1983年成立的全球软件企业，总部位于美国马萨诸塞州沃尔瑟姆，1996年于纳斯达克上市，股票代码PEGA。公司主打低代码平台，面向企业客户提供工作流自动化、生成式AI驱动决策等相关解决方案。
GLPI vs PEGA — 直观对比
营收规模更大
PEGA
是对方的1.0倍
$420.0M
营收增速更快
GLPI
高出15.9%
-9.6%
净利率更高
GLPI
高出49.4%
7.6%
两年增速更快
PEGA
近两年复合增速
5.0%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $420.0M | $430.0M |
| 净利润 | $239.4M | $32.8M |
| 毛利率 | — | 75.2% |
| 营业利润率 | 79.4% | 8.6% |
| 净利率 | 57.0% | 7.6% |
| 营收同比 | 6.3% | -9.6% |
| 净利润同比 | 40.5% | — |
| 每股收益（稀释后） | — | $0.18 |
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GLPIPEGA
| Q1 26 | $420.0M | $430.0M | ||
| Q4 25 | $407.0M | $504.3M | ||
| Q3 25 | $397.6M | $381.4M | ||
| Q2 25 | $394.9M | $384.5M | ||
| Q1 25 | $395.2M | $475.6M | ||
| Q4 24 | $389.6M | $490.8M | ||
| Q3 24 | $385.3M | $325.1M | ||
| Q2 24 | $380.6M | $351.2M |
净利润GLPIPEGA
| Q1 26 | $239.4M | $32.8M | ||
| Q4 25 | $275.4M | $234.6M | ||
| Q3 25 | $241.2M | $43.4M | ||
| Q2 25 | $151.4M | $30.1M | ||
| Q1 25 | $165.2M | $85.4M | ||
| Q4 24 | $223.6M | $119.1M | ||
| Q3 24 | $184.7M | $-14.4M | ||
| Q2 24 | $208.3M | $6.6M |
毛利率GLPIPEGA
| Q1 26 | — | 75.2% | ||
| Q4 25 | — | 79.5% | ||
| Q3 25 | — | 72.2% | ||
| Q2 25 | — | 71.5% | ||
| Q1 25 | — | 78.5% | ||
| Q4 24 | — | 79.1% | ||
| Q3 24 | — | 70.2% | ||
| Q2 24 | — | 72.4% |
营业利润率GLPIPEGA
| Q1 26 | 79.4% | 8.6% | ||
| Q4 25 | 89.3% | 20.7% | ||
| Q3 25 | 84.8% | 3.8% | ||
| Q2 25 | 61.3% | 4.5% | ||
| Q1 25 | 65.5% | 26.7% | ||
| Q4 24 | 79.1% | 29.1% | ||
| Q3 24 | 70.4% | -3.6% | ||
| Q2 24 | 77.1% | 3.7% |
净利率GLPIPEGA
| Q1 26 | 57.0% | 7.6% | ||
| Q4 25 | 67.6% | 46.5% | ||
| Q3 25 | 60.7% | 11.4% | ||
| Q2 25 | 38.4% | 7.8% | ||
| Q1 25 | 41.8% | 18.0% | ||
| Q4 24 | 57.4% | 24.3% | ||
| Q3 24 | 47.9% | -4.4% | ||
| Q2 24 | 54.7% | 1.9% |
每股收益（稀释后）GLPIPEGA
| Q1 26 | — | $0.18 | ||
| Q4 25 | $0.96 | $0.81 | ||
| Q3 25 | $0.85 | $0.24 | ||
| Q2 25 | $0.54 | $0.17 | ||
| Q1 25 | $0.60 | $0.91 | ||
| Q4 24 | $0.79 | $1.35 | ||
| Q3 24 | $0.67 | $-0.17 | ||
| Q2 24 | $0.77 | $0.07 |
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 | $270.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.0B | $705.9M |
| 总资产 | $13.8B | $1.6B |
| 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GLPIPEGA
| Q1 26 | $274.5M | $270.0M | ||
| Q4 25 | — | $425.8M | ||
| Q3 25 | — | $351.4M | ||
| Q2 25 | — | $411.6M | ||
| Q1 25 | — | $371.7M | ||
| Q4 24 | $560.8M | $740.0M | ||
| Q3 24 | $560.8M | $703.0M | ||
| Q2 24 | $560.8M | $665.1M |
总债务GLPIPEGA
| 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GLPIPEGA
| Q1 26 | $5.0B | $705.9M | ||
| Q4 25 | $4.6B | $787.4M | ||
| Q3 25 | $4.6B | $596.8M | ||
| Q2 25 | $4.6B | $624.5M | ||
| Q1 25 | $4.2B | $611.3M | ||
| Q4 24 | $4.3B | $585.5M | ||
| Q3 24 | $4.3B | $473.0M | ||
| Q2 24 | $4.1B | $435.4M |
总资产GLPIPEGA
| Q1 26 | $13.8B | $1.6B | ||
| Q4 25 | $12.9B | $1.6B | ||
| Q3 25 | $12.8B | $1.3B | ||
| Q2 25 | $12.5B | $1.3B | ||
| Q1 25 | $12.1B | $1.3B | ||
| Q4 24 | $13.1B | $1.8B | ||
| Q3 24 | $12.7B | $1.6B | ||
| Q2 24 | $11.8B | $1.5B |
负债/权益比GLPIPEGA
| 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 | — | — |
| 自由现金流经营现金流 - 资本支出 | — | $206.5M |
| 自由现金流率自由现金流/营收 | — | 48.0% |
| 资本支出强度资本支出/营收 | — | — |
| 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 | — | $494.9M |
8季度趋势，按日历期对齐
经营现金流GLPIPEGA
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $158.4M | ||
| Q3 25 | $240.3M | $56.3M | ||
| Q2 25 | $293.4M | $86.3M | ||
| Q1 25 | $252.5M | $204.2M | ||
| Q4 24 | $1.1B | $95.2M | ||
| Q3 24 | $270.4M | $30.5M | ||
| Q2 24 | $252.1M | $40.1M |
自由现金流GLPIPEGA
| Q1 26 | — | $206.5M | ||
| Q4 25 | — | $152.4M | ||
| Q3 25 | $183.0M | $51.8M | ||
| Q2 25 | $272.3M | $84.1M | ||
| Q1 25 | $239.6M | $202.3M | ||
| Q4 24 | $1.1B | $92.4M | ||
| Q3 24 | $261.5M | $27.4M | ||
| Q2 24 | $245.0M | $38.8M |
自由现金流率GLPIPEGA
| Q1 26 | — | 48.0% | ||
| Q4 25 | — | 30.2% | ||
| Q3 25 | 46.0% | 13.6% | ||
| Q2 25 | 69.0% | 21.9% | ||
| Q1 25 | 60.6% | 42.5% | ||
| Q4 24 | 275.3% | 18.8% | ||
| Q3 24 | 67.9% | 8.4% | ||
| Q2 24 | 64.4% | 11.1% |
资本支出强度GLPIPEGA
| Q1 26 | — | — | ||
| Q4 25 | — | 1.2% | ||
| Q3 25 | 14.4% | 1.2% | ||
| Q2 25 | 5.3% | 0.6% | ||
| Q1 25 | 3.3% | 0.4% | ||
| Q4 24 | 0.0% | 0.6% | ||
| Q3 24 | 2.3% | 0.9% | ||
| Q2 24 | 1.9% | 0.4% |
现金转化率GLPIPEGA
| Q1 26 | — | — | ||
| Q4 25 | 4.10× | 0.68× | ||
| Q3 25 | 1.00× | 1.30× | ||
| Q2 25 | 1.94× | 2.87× | ||
| Q1 25 | 1.53× | 2.39× | ||
| Q4 24 | 4.80× | 0.80× | ||
| Q3 24 | 1.46× | — | ||
| Q2 24 | 1.21× | 6.06× |
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
PEGA
| Pega Cloud | $205.0M | 48% |
| Subscription license | $94.9M | 22% |
| Maintenance | $75.3M | 18% |
| Consulting | $54.8M | 13% |
