vs
Gaming & Leisure Properties, Inc.(GLPI)与LiveRamp Holdings, Inc.(RAMP)财务数据对比。点击上方公司名可切换其他公司
Gaming & Leisure Properties, Inc.的季度营收约是LiveRamp Holdings, Inc.的2.0倍($420.0M vs $212.2M),Gaming & Leisure Properties, Inc.净利率更高(57.0% vs 18.8%,领先38.2%),LiveRamp Holdings, Inc.同比增速更快(8.6% vs 6.3%),过去两年LiveRamp Holdings, Inc.的营收复合增速更高(11.1% 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。
LiveRamp Holdings, Inc.是一家美国SaaS企业,核心业务为提供数据连接平台,服务涵盖数据导入、线下数据线上迁移等能力,助力企业开展营销相关的数据应用,为品牌及营销从业者的数字化运营提供技术支撑。
GLPI vs RAMP — 直观对比
营收规模更大
GLPI
是对方的2.0倍
$212.2M
营收增速更快
RAMP
高出2.3%
6.3%
净利率更高
GLPI
高出38.2%
18.8%
两年增速更快
RAMP
近两年复合增速
5.0%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $420.0M | $212.2M |
| 净利润 | $239.4M | $39.9M |
| 毛利率 | — | 71.9% |
| 营业利润率 | 79.4% | 18.6% |
| 净利率 | 57.0% | 18.8% |
| 营收同比 | 6.3% | 8.6% |
| 净利润同比 | 40.5% | 255.7% |
| 每股收益(稀释后) | — | $0.62 |
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
GLPI
RAMP
| Q1 26 | $420.0M | — | ||
| Q4 25 | $407.0M | $212.2M | ||
| Q3 25 | $397.6M | $199.8M | ||
| Q2 25 | $394.9M | $194.8M | ||
| Q1 25 | $395.2M | $188.7M | ||
| Q4 24 | $389.6M | $195.4M | ||
| Q3 24 | $385.3M | $185.5M | ||
| Q2 24 | $380.6M | $176.0M |
净利润
GLPI
RAMP
| Q1 26 | $239.4M | — | ||
| Q4 25 | $275.4M | $39.9M | ||
| Q3 25 | $241.2M | $27.4M | ||
| Q2 25 | $151.4M | $7.7M | ||
| Q1 25 | $165.2M | $-6.3M | ||
| Q4 24 | $223.6M | $11.2M | ||
| Q3 24 | $184.7M | $1.7M | ||
| Q2 24 | $208.3M | $-7.5M |
毛利率
GLPI
RAMP
| Q1 26 | — | — | ||
| Q4 25 | — | 71.9% | ||
| Q3 25 | — | 70.2% | ||
| Q2 25 | — | 70.1% | ||
| Q1 25 | — | 69.3% | ||
| Q4 24 | — | 71.9% | ||
| Q3 24 | — | 72.4% | ||
| Q2 24 | — | 70.6% |
营业利润率
GLPI
RAMP
| Q1 26 | 79.4% | — | ||
| Q4 25 | 89.3% | 18.6% | ||
| Q3 25 | 84.8% | 10.7% | ||
| Q2 25 | 61.3% | 3.7% | ||
| Q1 25 | 65.5% | -6.1% | ||
| Q4 24 | 79.1% | 7.5% | ||
| Q3 24 | 70.4% | 4.0% | ||
| Q2 24 | 77.1% | -3.0% |
净利率
GLPI
RAMP
| Q1 26 | 57.0% | — | ||
| Q4 25 | 67.6% | 18.8% | ||
| Q3 25 | 60.7% | 13.7% | ||
| Q2 25 | 38.4% | 4.0% | ||
| Q1 25 | 41.8% | -3.3% | ||
| Q4 24 | 57.4% | 5.7% | ||
| Q3 24 | 47.9% | 0.9% | ||
| Q2 24 | 54.7% | -4.3% |
每股收益(稀释后)
GLPI
RAMP
| Q1 26 | — | — | ||
| Q4 25 | $0.96 | $0.62 | ||
| Q3 25 | $0.85 | $0.42 | ||
| Q2 25 | $0.54 | $0.12 | ||
| Q1 25 | $0.60 | $-0.10 | ||
| Q4 24 | $0.79 | $0.17 | ||
| Q3 24 | $0.67 | $0.03 | ||
| Q2 24 | $0.77 | $-0.11 |
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 | $403.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.0B | $962.3M |
| 总资产 | $13.8B | $1.3B |
| 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
GLPI
RAMP
| Q1 26 | $274.5M | — | ||
| Q4 25 | — | $403.4M | ||
| Q3 25 | — | $376.9M | ||
| Q2 25 | — | $371.1M | ||
| Q1 25 | — | $420.8M | ||
| Q4 24 | $560.8M | $384.3M | ||
| Q3 24 | $560.8M | $348.4M | ||
| Q2 24 | $560.8M | $342.7M |
总债务
GLPI
RAMP
| 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
GLPI
RAMP
| Q1 26 | $5.0B | — | ||
| Q4 25 | $4.6B | $962.3M | ||
| Q3 25 | $4.6B | $943.8M | ||
| Q2 25 | $4.6B | $947.8M | ||
| Q1 25 | $4.2B | $948.9M | ||
| Q4 24 | $4.3B | $957.7M | ||
| Q3 24 | $4.3B | $932.1M | ||
| Q2 24 | $4.1B | $951.9M |
总资产
GLPI
RAMP
| Q1 26 | $13.8B | — | ||
| Q4 25 | $12.9B | $1.3B | ||
| Q3 25 | $12.8B | $1.2B | ||
| Q2 25 | $12.5B | $1.2B | ||
| Q1 25 | $12.1B | $1.3B | ||
| Q4 24 | $13.1B | $1.3B | ||
| Q3 24 | $12.7B | $1.2B | ||
| Q2 24 | $11.8B | $1.2B |
负债/权益比
GLPI
RAMP
| 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× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图