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游戏驿站（GME）与Rithm Capital Corp.（RITM）财务数据对比。点击上方公司名可切换其他公司
Rithm Capital Corp.的季度营收约是游戏驿站的1.0倍（$828.2M vs $821.0M），Rithm Capital Corp.净利率更高（13.2% vs 9.4%，领先3.8%），Rithm Capital Corp.同比增速更快（508.5% vs -4.6%），过去两年Rithm Capital Corp.的营收复合增速更高（-17.9% vs -32.3%）
游戏驿站（GameStop Corp.）是美国知名电子游戏、消费电子及游戏周边零售企业，总部位于得克萨斯州格雷普韦恩，是全球规模最大的电子游戏零售商。截至2025年2月，公司在美、加、澳及欧洲地区共运营3203家门店，旗下拥有EB Games、ThinkGeek等多个零售品牌，前身为1984年于达拉斯成立的Babbage's。
Rithm Capital Corp.是总部位于美国纽约的投资管理机构，核心业务聚焦房地产投资与另类资产投资，依托专业的投研团队和成熟的市场运营经验，为合作伙伴及投资者提供优质的资产配置解决方案与长期收益回报。
GME vs RITM — 直观对比
营收规模更大
RITM
是对方的1.0倍
$821.0M
营收增速更快
RITM
高出513.0%
-4.6%
净利率更高
RITM
高出3.8%
9.4%
两年增速更快
RITM
近两年复合增速
-32.3%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $821.0M | $828.2M |
| 净利润 | $77.1M | $109.5M |
| 毛利率 | 33.3% | — |
| 营业利润率 | 5.0% | 29.9% |
| 净利率 | 9.4% | 13.2% |
| 营收同比 | -4.6% | 508.5% |
| 净利润同比 | 343.1% | 27.7% |
| 每股收益（稀释后） | $0.13 | $0.12 |
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GMERITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $821.0M | $1.5B | ||
| Q3 25 | $972.2M | $1.1B | ||
| Q2 25 | $732.4M | $1.2B | ||
| Q1 25 | $1.3B | $768.4M | ||
| Q4 24 | $860.3M | $2.1B | ||
| Q3 24 | $798.3M | $619.5M | ||
| Q2 24 | $881.8M | $1.2B |
净利润GMERITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $77.1M | $85.0M | ||
| Q3 25 | $168.6M | $221.5M | ||
| Q2 25 | $44.8M | $311.7M | ||
| Q1 25 | $131.4M | $78.8M | ||
| Q4 24 | $17.4M | $290.2M | ||
| Q3 24 | $14.8M | $121.7M | ||
| Q2 24 | $-32.3M | $235.6M |
毛利率GMERITM
| Q1 26 | — | — | ||
| Q4 25 | 33.3% | — | ||
| Q3 25 | 29.1% | — | ||
| Q2 25 | 34.5% | — | ||
| Q1 25 | 28.3% | — | ||
| Q4 24 | 29.9% | — | ||
| Q3 24 | 31.2% | — | ||
| Q2 24 | 27.7% | — |
营业利润率GMERITM
| Q1 26 | — | 29.9% | ||
| Q4 25 | 5.0% | 13.8% | ||
| Q3 25 | 6.8% | 21.4% | ||
| Q2 25 | -1.5% | 25.2% | ||
| Q1 25 | 6.2% | 7.4% | ||
| Q4 24 | -3.9% | 23.8% | ||
| Q3 24 | -2.8% | 7.3% | ||
| Q2 24 | -5.7% | 23.6% |
净利率GMERITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | 9.4% | 5.7% | ||
| Q3 25 | 17.3% | 20.0% | ||
| Q2 25 | 6.1% | 25.6% | ||
| Q1 25 | 10.2% | 10.3% | ||
| Q4 24 | 2.0% | 14.0% | ||
| Q3 24 | 1.9% | 19.7% | ||
| Q2 24 | -3.7% | 19.2% |
每股收益（稀释后）GMERITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $0.13 | $0.09 | ||
| Q3 25 | $0.31 | $0.35 | ||
| Q2 25 | $0.09 | $0.53 | ||
| Q1 25 | $0.36 | $0.07 | ||
| Q4 24 | $0.04 | $0.50 | ||
| Q3 24 | $0.04 | $0.20 | ||
| Q2 24 | $-0.11 | $0.43 |
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 | $8.8B | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.3B | $9.1B |
| 总资产 | $10.6B | $53.4B |
| 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GMERITM
| Q1 26 | — | — | ||
| Q4 25 | $8.8B | $1.8B | ||
| Q3 25 | $8.7B | $1.6B | ||
| Q2 25 | $6.4B | $1.6B | ||
| Q1 25 | $4.8B | $1.5B | ||
| Q4 24 | $4.6B | $1.5B | ||
| Q3 24 | $4.2B | $1.6B | ||
| Q2 24 | $1.1B | $1.2B |
总债务GMERITM
| Q1 26 | — | — | ||
| Q4 25 | — | $35.4B | ||
| Q3 25 | — | $32.2B | ||
| Q2 25 | — | $31.2B | ||
| Q1 25 | $16.9M | $32.2B | ||
| Q4 24 | — | $32.6B | ||
| Q3 24 | — | $29.6B | ||
| Q2 24 | — | $30.1B |
股东权益GMERITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $5.3B | $8.4B | ||
| Q3 25 | $5.2B | $8.5B | ||
| Q2 25 | $5.0B | $7.9B | ||
| Q1 25 | $4.9B | $7.8B | ||
| Q4 24 | $4.8B | $7.8B | ||
| Q3 24 | $4.4B | $7.7B | ||
| Q2 24 | $1.3B | $7.3B |
总资产GMERITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $10.6B | $53.1B | ||
| Q3 25 | $10.3B | $47.2B | ||
| Q2 25 | $7.5B | $44.3B | ||
| Q1 25 | $5.9B | $45.3B | ||
| Q4 24 | $6.2B | $46.0B | ||
| Q3 24 | $5.5B | $42.3B | ||
| Q2 24 | $2.6B | $42.0B |
负债/权益比GMERITM
| Q1 26 | — | — | ||
| Q4 25 | — | 4.20× | ||
| Q3 25 | — | 3.79× | ||
| Q2 25 | — | 3.92× | ||
| Q1 25 | 0.00× | 4.14× | ||
| Q4 24 | — | 4.18× | ||
| Q3 24 | — | 3.87× | ||
| Q2 24 | — | 4.10× |
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 | $111.3M | — |
| 自由现金流经营现金流 - 资本支出 | $107.0M | — |
| 自由现金流率自由现金流/营收 | 13.0% | — |
| 资本支出强度资本支出/营收 | 0.5% | — |
| 现金转化率经营现金流/净利润 | 1.44× | — |
| 过去12个月自由现金流最近4个季度 | $568.7M | — |
8季度趋势，按日历期对齐
经营现金流GMERITM
| Q1 26 | — | — | ||
| Q4 25 | $111.3M | $-114.6M | ||
| Q3 25 | $117.4M | $-2.0B | ||
| Q2 25 | $192.5M | $-557.1M | ||
| Q1 25 | $162.3M | $1.4B | ||
| Q4 24 | $24.6M | $-1.8B | ||
| Q3 24 | $68.6M | $768.1M | ||
| Q2 24 | $-109.8M | $-55.7M |
自由现金流GMERITM
| Q1 26 | — | — | ||
| Q4 25 | $107.0M | — | ||
| Q3 25 | $113.3M | — | ||
| Q2 25 | $189.6M | — | ||
| Q1 25 | $158.8M | — | ||
| Q4 24 | $20.0M | — | ||
| Q3 24 | $65.5M | — | ||
| Q2 24 | $-114.7M | — |
自由现金流率GMERITM
| Q1 26 | — | — | ||
| Q4 25 | 13.0% | — | ||
| Q3 25 | 11.7% | — | ||
| Q2 25 | 25.9% | — | ||
| Q1 25 | 12.4% | — | ||
| Q4 24 | 2.3% | — | ||
| Q3 24 | 8.2% | — | ||
| Q2 24 | -13.0% | — |
资本支出强度GMERITM
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | — | ||
| Q3 25 | 0.4% | — | ||
| Q2 25 | 0.4% | — | ||
| Q1 25 | 0.3% | — | ||
| Q4 24 | 0.5% | — | ||
| Q3 24 | 0.4% | — | ||
| Q2 24 | 0.6% | — |
现金转化率GMERITM
| Q1 26 | — | — | ||
| Q4 25 | 1.44× | -1.35× | ||
| Q3 25 | 0.70× | -9.22× | ||
| Q2 25 | 4.30× | -1.79× | ||
| Q1 25 | 1.24× | 18.03× | ||
| Q4 24 | 1.41× | -6.04× | ||
| Q3 24 | 4.64× | 6.31× | ||
| Q2 24 | — | -0.24× |
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
GME
| Hardware And Accessories | $367.4M | 45% |
| Collectibles | $256.1M | 31% |
| Software | $197.5M | 24% |
RITM
| Servicing revenue, net | $375.1M | 45% |
| Other | $234.9M | 28% |
| Gain on originated residential mortgage loans, held-for-sale, net | $195.0M | 24% |
| Other revenue | $23.3M | 3% |
