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牛津地产（IIPR）与PLAYSTUDIOS, Inc.（MYPS）财务数据对比。点击上方公司名可切换其他公司
牛津地产的季度营收约是PLAYSTUDIOS, Inc.的1.2倍（$66.7M vs $55.4M），牛津地产净利率更高（47.8% vs -24.7%，领先72.5%），牛津地产同比增速更快（-13.1% vs -18.3%），过去两年牛津地产的营收复合增速更高（-6.0% vs -15.6%）
牛津地产是一家加拿大跨国企业，业务涵盖房地产投资、开发与物业管理。其投资组合包含写字楼、零售、工业、多户住宅、生命科学及酒店类资产。该公司1960年以私营企业形式创立，自2003年起成为安大略省市政雇员退休系统（OMERS）的全资子公司，总部设于多伦多，在纽约、伦敦、澳大利亚、新加坡及卢森堡均设有区域总部。
PLAYSTUDIOS是一家专注于开发发行免费社交及休闲博彩游戏的企业，产品覆盖移动端、桌面端及社交平台。其独有奖励体系支持玩家将游戏成就兑换为住宿、餐饮、演出门票等实体福利，业务覆盖全球多个主要市场。
IIPR vs MYPS — 直观对比
营收规模更大
IIPR
是对方的1.2倍
$55.4M
营收增速更快
IIPR
高出5.1%
-18.3%
净利率更高
IIPR
高出72.5%
-24.7%
两年增速更快
IIPR
近两年复合增速
-15.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $66.7M | $55.4M |
| 净利润 | $31.8M | $-13.7M |
| 毛利率 | — | — |
| 营业利润率 | 47.8% | -17.7% |
| 净利率 | 47.8% | -24.7% |
| 营收同比 | -13.1% | -18.3% |
| 净利润同比 | -20.4% | 38.9% |
| 每股收益（稀释后） | $1.07 | $-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IIPRMYPS
| Q4 25 | $66.7M | $55.4M | ||
| Q3 25 | $64.7M | $57.6M | ||
| Q2 25 | $62.9M | $59.3M | ||
| Q1 25 | $71.7M | $62.7M | ||
| Q4 24 | $76.7M | $67.8M | ||
| Q3 24 | $76.5M | $71.2M | ||
| Q2 24 | $79.8M | $72.6M | ||
| Q1 24 | $75.5M | $77.8M |
净利润IIPRMYPS
| Q4 25 | $31.8M | $-13.7M | ||
| Q3 25 | $29.3M | $-9.1M | ||
| Q2 25 | $26.0M | $-2.9M | ||
| Q1 25 | $31.1M | $-2.9M | ||
| Q4 24 | $40.0M | $-22.4M | ||
| Q3 24 | $40.2M | $-3.1M | ||
| Q2 24 | $42.0M | $-2.6M | ||
| Q1 24 | $39.4M | $-567.0K |
营业利润率IIPRMYPS
| Q4 25 | 47.8% | -17.7% | ||
| Q3 25 | 45.5% | -13.6% | ||
| Q2 25 | 45.9% | -5.9% | ||
| Q1 25 | 47.4% | -4.4% | ||
| Q4 24 | 54.7% | -33.1% | ||
| Q3 24 | 54.8% | -6.7% | ||
| Q2 24 | 53.1% | -5.5% | ||
| Q1 24 | 55.7% | -2.2% |
净利率IIPRMYPS
| Q4 25 | 47.8% | -24.7% | ||
| Q3 25 | 45.3% | -15.8% | ||
| Q2 25 | 41.4% | -5.0% | ||
| Q1 25 | 43.3% | -4.6% | ||
| Q4 24 | 52.2% | -33.1% | ||
| Q3 24 | 52.6% | -4.3% | ||
| Q2 24 | 52.6% | -3.6% | ||
| Q1 24 | 52.3% | -0.7% |
每股收益（稀释后）IIPRMYPS
| Q4 25 | $1.07 | $-0.12 | ||
| Q3 25 | $0.97 | $-0.07 | ||
| Q2 25 | $0.86 | $-0.02 | ||
| Q1 25 | $1.03 | $-0.02 | ||
| Q4 24 | $1.35 | $-0.18 | ||
| Q3 24 | $1.37 | $-0.02 | ||
| Q2 24 | $1.44 | $-0.02 | ||
| Q1 24 | $1.36 | $0.00 |
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 | $47.6M | $104.9M |
| 总债务越低越好 | $393.7M | — |
| 股东权益账面价值 | $1.8B | $227.9M |
| 总资产 | $2.4B | $290.6M |
| 负债/权益比越低杠杆越低 | 0.21× | — |
8季度趋势，按日历期对齐
现金及短期投资IIPRMYPS
| Q4 25 | $47.6M | $104.9M | ||
| Q3 25 | $41.9M | $106.3M | ||
| Q2 25 | $104.9M | $112.9M | ||
| Q1 25 | $133.3M | $107.1M | ||
| Q4 24 | $151.2M | $109.2M | ||
| Q3 24 | $172.4M | $105.2M | ||
| Q2 24 | $160.9M | $106.3M | ||
| Q1 24 | $173.5M | $127.0M |
总债务IIPRMYPS
| Q4 25 | $393.7M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益IIPRMYPS
| Q4 25 | $1.8B | $227.9M | ||
| Q3 25 | $1.9B | $238.9M | ||
| Q2 25 | $1.9B | $245.3M | ||
| Q1 25 | $1.9B | $244.1M | ||
| Q4 24 | $1.9B | $244.7M | ||
| Q3 24 | $1.9B | $265.2M | ||
| Q2 24 | $1.9B | $263.6M | ||
| Q1 24 | $2.0B | $288.4M |
总资产IIPRMYPS
| Q4 25 | $2.4B | $290.6M | ||
| Q3 25 | $2.3B | $299.2M | ||
| Q2 25 | $2.3B | $316.2M | ||
| Q1 25 | $2.4B | $313.8M | ||
| Q4 24 | $2.4B | $323.0M | ||
| Q3 24 | $2.4B | $330.6M | ||
| Q2 24 | $2.4B | $333.4M | ||
| Q1 24 | $2.4B | $357.5M |
负债/权益比IIPRMYPS
| Q4 25 | 0.21× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $198.2M | $3.7M |
| 自由现金流经营现金流 - 资本支出 | — | $3.6M |
| 自由现金流率自由现金流/营收 | — | 6.5% |
| 资本支出强度资本支出/营收 | — | 0.2% |
| 现金转化率经营现金流/净利润 | 6.22× | — |
| 过去12个月自由现金流最近4个季度 | — | $25.4M |
8季度趋势，按日历期对齐
经营现金流IIPRMYPS
| Q4 25 | $198.2M | $3.7M | ||
| Q3 25 | $45.6M | $5.7M | ||
| Q2 25 | $48.4M | $13.6M | ||
| Q1 25 | $54.2M | $3.3M | ||
| Q4 24 | $258.4M | $11.6M | ||
| Q3 24 | $64.9M | $14.6M | ||
| Q2 24 | $64.2M | $14.5M | ||
| Q1 24 | $71.6M | $5.0M |
自由现金流IIPRMYPS
| Q4 25 | — | $3.6M | ||
| Q3 25 | — | $5.4M | ||
| Q2 25 | — | $13.2M | ||
| Q1 25 | — | $3.2M | ||
| Q4 24 | — | $11.5M | ||
| Q3 24 | — | $13.9M | ||
| Q2 24 | — | $12.8M | ||
| Q1 24 | — | $3.6M |
自由现金流率IIPRMYPS
| Q4 25 | — | 6.5% | ||
| Q3 25 | — | 9.3% | ||
| Q2 25 | — | 22.3% | ||
| Q1 25 | — | 5.1% | ||
| Q4 24 | — | 16.9% | ||
| Q3 24 | — | 19.6% | ||
| Q2 24 | — | 17.6% | ||
| Q1 24 | — | 4.6% |
资本支出强度IIPRMYPS
| Q4 25 | — | 0.2% | ||
| Q3 25 | — | 0.5% | ||
| Q2 25 | — | 0.7% | ||
| Q1 25 | — | 0.2% | ||
| Q4 24 | — | 0.2% | ||
| Q3 24 | — | 0.9% | ||
| Q2 24 | — | 2.4% | ||
| Q1 24 | — | 1.9% |
现金转化率IIPRMYPS
| Q4 25 | 6.22× | — | ||
| Q3 25 | 1.56× | — | ||
| Q2 25 | 1.86× | — | ||
| Q1 25 | 1.75× | — | ||
| Q4 24 | 6.46× | — | ||
| Q3 24 | 1.61× | — | ||
| Q2 24 | 1.53× | — | ||
| Q1 24 | 1.82× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
