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HOVNANIAN ENTERPRISES INC（HOV）与Dave & Buster's Entertainment, Inc.（PLAY）财务数据对比。点击上方公司名可切换其他公司
HOVNANIAN ENTERPRISES INC的季度营收约是Dave & Buster's Entertainment, Inc.的1.8倍（$817.9M vs $448.2M），HOVNANIAN ENTERPRISES INC净利率更高（-0.1% vs -9.4%，领先9.3%），Dave & Buster's Entertainment, Inc.同比增速更快（-1.1% vs -16.5%），HOVNANIAN ENTERPRISES INC自由现金流更多（$164.0M vs $-20.6M），过去两年HOVNANIAN ENTERPRISES INC的营收复合增速更高（17.3% vs -13.5%）
霍夫纳尼安企业是美国知名房地产企业，业务覆盖住宅开发全流程，包含设计、建造与销售，产品线丰富，不仅开发独立独栋住宅，也开发联排别墅、公寓以及养老住宅等高密度居住物业。
戴夫与巴斯特娱乐是总部位于美国达拉斯的餐饮娱乐企业，旗下每家门店都配备全套服务餐厅、酒吧以及名为“百万美元 midway”的游戏游乐区。截至2024年2月，该公司共开设162家门店，其中美国本土158家，波多黎各和加拿大各设2家门店，主打餐饮与休闲娱乐融合的消费体验。
HOV vs PLAY — 直观对比
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $817.9M | $448.2M |
| 净利润 | $-667.0K | $-42.1M |
| 毛利率 | — | 85.8% |
| 营业利润率 | -0.5% | -3.6% |
| 净利率 | -0.1% | -9.4% |
| 营收同比 | -16.5% | -1.1% |
| 净利润同比 | -100.7% | -28.7% |
| 每股收益（稀释后） | $-0.57 | $-1.22 |
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
| Q4 25 | $817.9M | $448.2M | ||
| Q3 25 | $800.6M | $557.4M | ||
| Q2 25 | $686.5M | $567.7M | ||
| Q1 25 | $673.6M | $534.5M | ||
| Q4 24 | $979.6M | $453.0M | ||
| Q3 24 | $722.7M | $557.1M | ||
| Q2 24 | $708.4M | $588.1M | ||
| Q1 24 | $594.2M | $599.0M |
| Q4 25 | $-667.0K | $-42.1M | ||
| Q3 25 | $16.6M | $11.4M | ||
| Q2 25 | $19.7M | $21.7M | ||
| Q1 25 | $28.2M | $9.3M | ||
| Q4 24 | $94.3M | $-32.7M | ||
| Q3 24 | $72.9M | $40.3M | ||
| Q2 24 | $50.8M | $41.4M | ||
| Q1 24 | $23.9M | $36.1M |
| Q4 25 | — | 85.8% | ||
| Q3 25 | — | 86.3% | ||
| Q2 25 | — | 85.5% | ||
| Q1 25 | — | 85.5% | ||
| Q4 24 | — | 85.0% | ||
| Q3 24 | — | 85.3% | ||
| Q2 24 | — | 85.2% | ||
| Q1 24 | — | 84.1% |
| Q4 25 | -0.5% | -3.6% | ||
| Q3 25 | 3.0% | 9.5% | ||
| Q2 25 | 3.9% | 11.1% | ||
| Q1 25 | 5.9% | 8.3% | ||
| Q4 24 | 12.0% | 1.4% | ||
| Q3 24 | 13.5% | 15.2% | ||
| Q2 24 | 9.8% | 14.5% | ||
| Q1 24 | 5.5% | 14.9% |
| Q4 25 | -0.1% | -9.4% | ||
| Q3 25 | 2.1% | 2.0% | ||
| Q2 25 | 2.9% | 3.8% | ||
| Q1 25 | 4.2% | 1.7% | ||
| Q4 24 | 9.6% | -7.2% | ||
| Q3 24 | 10.1% | 7.2% | ||
| Q2 24 | 7.2% | 7.0% | ||
| Q1 24 | 4.0% | 6.0% |
| Q4 25 | $-0.57 | $-1.22 | ||
| Q3 25 | $1.99 | $0.32 | ||
| Q2 25 | $2.43 | $0.62 | ||
| Q1 25 | $3.58 | $0.32 | ||
| Q4 24 | $12.47 | $-0.84 | ||
| Q3 24 | $9.75 | $0.99 | ||
| Q2 24 | $6.66 | $0.99 | ||
| Q1 24 | $2.91 | $0.95 |
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 | — | $13.6M |
| 总债务越低越好 | $900.7M | $1.6B |
| 股东权益账面价值 | $830.9M | $130.8M |
| 总资产 | $2.6B | $4.1B |
| 负债/权益比越低杠杆越低 | 1.08× | 12.17× |
8季度趋势，按日历期对齐
| Q4 25 | — | $13.6M | ||
| Q3 25 | — | $12.0M | ||
| Q2 25 | — | $11.9M | ||
| Q1 25 | — | $6.9M | ||
| Q4 24 | — | $8.6M | ||
| Q3 24 | — | $13.1M | ||
| Q2 24 | — | $32.1M | ||
| Q1 24 | — | $37.3M |
| Q4 25 | $900.7M | $1.6B | ||
| Q3 25 | $861.9M | $1.6B | ||
| Q2 25 | $864.3M | $1.6B | ||
| Q1 25 | $893.7M | $1.5B | ||
| Q4 24 | $896.2M | $1.5B | ||
| Q3 24 | $898.7M | $1.3B | ||
| Q2 24 | $933.0M | $1.3B | ||
| Q1 24 | $934.6M | $1.3B |
| Q4 25 | $830.9M | $130.8M | ||
| Q3 25 | $835.4M | $166.2M | ||
| Q2 25 | $820.4M | $146.8M | ||
| Q1 25 | $811.4M | $145.8M | ||
| Q4 24 | $800.3M | $226.6M | ||
| Q3 24 | $703.4M | $284.4M | ||
| Q2 24 | $647.0M | $292.5M | ||
| Q1 24 | $607.1M | $251.2M |
| Q4 25 | $2.6B | $4.1B | ||
| Q3 25 | $2.6B | $4.1B | ||
| Q2 25 | $2.6B | $4.1B | ||
| Q1 25 | $2.5B | $4.0B | ||
| Q4 24 | $2.6B | $3.9B | ||
| Q3 24 | $2.5B | $3.8B | ||
| Q2 24 | $2.3B | $3.8B | ||
| Q1 24 | $2.3B | $3.8B |
| Q4 25 | 1.08× | 12.17× | ||
| Q3 25 | 1.03× | 9.57× | ||
| Q2 25 | 1.05× | 10.98× | ||
| Q1 25 | 1.10× | 10.45× | ||
| Q4 24 | 1.12× | 6.58× | ||
| Q3 24 | 1.28× | 4.72× | ||
| Q2 24 | 1.44× | 4.58× | ||
| Q1 24 | 1.54× | 5.33× |
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 | $169.1M | $58.0M |
| 自由现金流经营现金流 - 资本支出 | $164.0M | $-20.6M |
| 自由现金流率自由现金流/营收 | 20.0% | -4.6% |
| 资本支出强度资本支出/营收 | 0.6% | 17.5% |
| 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 | $166.2M | $-195.6M |
8季度趋势，按日历期对齐
| Q4 25 | $169.1M | $58.0M | ||
| Q3 25 | $52.8M | $34.0M | ||
| Q2 25 | $22.3M | $95.8M | ||
| Q1 25 | $-55.9M | $108.9M | ||
| Q4 24 | $115.8M | $-7.2M | ||
| Q3 24 | $-92.3M | $101.8M | ||
| Q2 24 | $89.1M | $108.8M | ||
| Q1 24 | $-89.0M | $97.2M |
| Q4 25 | $164.0M | $-20.6M | ||
| Q3 25 | $45.8M | $-55.2M | ||
| Q2 25 | $16.0M | $-58.8M | ||
| Q1 25 | $-59.6M | $-61.0M | ||
| Q4 24 | $111.4M | $-138.4M | ||
| Q3 24 | $-95.8M | $-14.3M | ||
| Q2 24 | $84.7M | $-4.2M | ||
| Q1 24 | $-94.4M | $-25.4M |
| Q4 25 | 20.0% | -4.6% | ||
| Q3 25 | 5.7% | -9.9% | ||
| Q2 25 | 2.3% | -10.4% | ||
| Q1 25 | -8.8% | -11.4% | ||
| Q4 24 | 11.4% | -30.6% | ||
| Q3 24 | -13.3% | -2.6% | ||
| Q2 24 | 12.0% | -0.7% | ||
| Q1 24 | -15.9% | -4.2% |
| Q4 25 | 0.6% | 17.5% | ||
| Q3 25 | 0.9% | 16.0% | ||
| Q2 25 | 0.9% | 27.2% | ||
| Q1 25 | 0.5% | 31.8% | ||
| Q4 24 | 0.5% | 29.0% | ||
| Q3 24 | 0.5% | 20.8% | ||
| Q2 24 | 0.6% | 19.2% | ||
| Q1 24 | 0.9% | 20.5% |
| Q4 25 | — | — | ||
| Q3 25 | 3.18× | 2.98× | ||
| Q2 25 | 1.13× | 4.41× | ||
| Q1 25 | -1.98× | 11.71× | ||
| Q4 24 | 1.23× | — | ||
| Q3 24 | -1.27× | 2.53× | ||
| Q2 24 | 1.75× | 2.63× | ||
| Q1 24 | -3.72× | 2.69× |
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
HOV
| Home Building | $789.8M | 97% |
| Financial Services | $28.1M | 3% |
| Management Fees | $7.1M | 1% |
PLAY
| Game Play Credit Usage | $273.1M | 61% |
| Food And Nonalcoholic Beverages | $115.1M | 26% |
| Alcoholic Beverage | $53.7M | 12% |
| Other Entertainment | $6.3M | 1% |
| Gift Card Revenue | $3.5M | 1% |
