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Inspired Entertainment, Inc.（INSE）与Repay Holdings Corp（RPAY）财务数据对比。点击上方公司名可切换其他公司
Repay Holdings Corp的季度营收约是Inspired Entertainment, Inc.的1.0倍（$78.6M vs $77.2M），Inspired Entertainment, Inc.净利率更高（-9.3% vs -178.3%，领先169.0%），Repay Holdings Corp同比增速更快（0.4% vs -6.8%），Repay Holdings Corp自由现金流更多（$23.2M vs $-9.9M），过去两年Inspired Entertainment, Inc.的营收复合增速更高（11.3% vs -1.3%）
该企业原描述内容与所提供的公司主体不符，若对应主体是Inspired Entertainment，这是一家面向全球娱乐行业的企业，主营游戏娱乐产品开发、发行与相关娱乐资产运营，为线下渠道及线上平台提供各类娱乐内容服务。
Repay Holdings Corp是一家聚焦北美市场的支付技术服务商，为零售、医疗、汽车服务、电商等领域的企业提供整合支付处理方案，涵盖银行卡收单、ACH转账、POS系统集成等数字化支付工具，助力客户简化交易流程、提升运营效率。
INSE vs RPAY — 直观对比
营收规模更大
RPAY
是对方的1.0倍
$77.2M
营收增速更快
RPAY
高出7.2%
-6.8%
净利率更高
INSE
高出169.0%
-178.3%
自由现金流更多
RPAY
多$33.1M
$-9.9M
两年增速更快
INSE
近两年复合增速
-1.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $77.2M | $78.6M |
| 净利润 | $-7.2M | $-140.1M |
| 毛利率 | — | 74.2% |
| 营业利润率 | 14.6% | -182.2% |
| 净利率 | -9.3% | -178.3% |
| 营收同比 | -6.8% | 0.4% |
| 净利润同比 | -110.7% | -3304.1% |
| 每股收益（稀释后） | $-0.24 | $-1.68 |
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INSERPAY
| Q4 25 | $77.2M | $78.6M | ||
| Q3 25 | $86.2M | $77.7M | ||
| Q2 25 | $80.3M | $75.6M | ||
| Q1 25 | $60.4M | $77.3M | ||
| Q4 24 | $82.8M | $78.3M | ||
| Q3 24 | $77.2M | $79.1M | ||
| Q2 24 | $74.8M | $74.9M | ||
| Q1 24 | $62.3M | $80.7M |
净利润INSERPAY
| Q4 25 | $-7.2M | $-140.1M | ||
| Q3 25 | $-1.9M | $-6.4M | ||
| Q2 25 | $-7.8M | $-102.3M | ||
| Q1 25 | $-100.0K | $-7.9M | ||
| Q4 24 | $67.0M | $-4.1M | ||
| Q3 24 | $2.8M | $3.2M | ||
| Q2 24 | $1.4M | $-4.1M | ||
| Q1 24 | $-6.4M | $-5.2M |
毛利率INSERPAY
| Q4 25 | — | 74.2% | ||
| Q3 25 | — | 74.4% | ||
| Q2 25 | — | 75.7% | ||
| Q1 25 | — | 75.9% | ||
| Q4 24 | — | 76.3% | ||
| Q3 24 | — | 77.8% | ||
| Q2 24 | — | 78.2% | ||
| Q1 24 | 74.5% | 76.2% |
营业利润率INSERPAY
| Q4 25 | 14.6% | -182.2% | ||
| Q3 25 | 11.3% | -3.9% | ||
| Q2 25 | 9.8% | -138.7% | ||
| Q1 25 | 2.6% | -4.7% | ||
| Q4 24 | 15.6% | -1.5% | ||
| Q3 24 | 14.5% | -0.9% | ||
| Q2 24 | 11.6% | -4.6% | ||
| Q1 24 | -3.4% | -3.1% |
净利率INSERPAY
| Q4 25 | -9.3% | -178.3% | ||
| Q3 25 | -2.2% | -8.3% | ||
| Q2 25 | -9.7% | -135.2% | ||
| Q1 25 | -0.2% | -10.3% | ||
| Q4 24 | 80.9% | -5.3% | ||
| Q3 24 | 3.6% | 4.1% | ||
| Q2 24 | 1.9% | -5.4% | ||
| Q1 24 | -10.3% | -6.5% |
每股收益（稀释后）INSERPAY
| Q4 25 | $-0.24 | $-1.68 | ||
| Q3 25 | $-0.07 | $-0.08 | ||
| Q2 25 | $-0.27 | $-1.15 | ||
| Q1 25 | $0.00 | $-0.09 | ||
| Q4 24 | $2.29 | $-0.04 | ||
| Q3 24 | $0.10 | $0.03 | ||
| Q2 24 | $0.05 | $-0.04 | ||
| Q1 24 | $-0.22 | $-0.06 |
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 | — | $115.7M |
| 总债务越低越好 | $363.2M | $280.1M |
| 股东权益账面价值 | $-16.2M | $484.4M |
| 总资产 | $439.9M | $1.2B |
| 负债/权益比越低杠杆越低 | — | 0.58× |
8季度趋势，按日历期对齐
现金及短期投资INSERPAY
| Q4 25 | — | $115.7M | ||
| Q3 25 | — | $95.7M | ||
| Q2 25 | — | $162.6M | ||
| Q1 25 | — | $165.5M | ||
| Q4 24 | — | $189.5M | ||
| Q3 24 | — | $168.7M | ||
| Q2 24 | — | $147.1M | ||
| Q1 24 | — | $128.3M |
总债务INSERPAY
| Q4 25 | $363.2M | $280.1M | ||
| Q3 25 | — | $279.5M | ||
| Q2 25 | — | $279.0M | ||
| Q1 25 | — | $497.6M | ||
| Q4 24 | $313.2M | $496.8M | ||
| Q3 24 | — | $496.2M | ||
| Q2 24 | — | $435.6M | ||
| Q1 24 | — | $434.9M |
股东权益INSERPAY
| Q4 25 | $-16.2M | $484.4M | ||
| Q3 25 | $-9.0M | $616.9M | ||
| Q2 25 | $-9.5M | $633.7M | ||
| Q1 25 | $-2.2M | $755.7M | ||
| Q4 24 | $-3.3M | $761.3M | ||
| Q3 24 | $-78.2M | $754.7M | ||
| Q2 24 | $-77.1M | $815.4M | ||
| Q1 24 | $-80.3M | $813.8M |
总资产INSERPAY
| Q4 25 | $439.9M | $1.2B | ||
| Q3 25 | $485.8M | $1.3B | ||
| Q2 25 | $486.8M | $1.4B | ||
| Q1 25 | $458.9M | $1.5B | ||
| Q4 24 | $438.4M | $1.6B | ||
| Q3 24 | $388.6M | $1.6B | ||
| Q2 24 | $326.6M | $1.5B | ||
| Q1 24 | $331.1M | $1.5B |
负债/权益比INSERPAY
| Q4 25 | — | 0.58× | ||
| Q3 25 | — | 0.45× | ||
| Q2 25 | — | 0.44× | ||
| Q1 25 | — | 0.66× | ||
| Q4 24 | — | 0.65× | ||
| Q3 24 | — | 0.66× | ||
| Q2 24 | — | 0.53× | ||
| Q1 24 | — | 0.53× |
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 | $1.2M | $23.3M |
| 自由现金流经营现金流 - 资本支出 | $-9.9M | $23.2M |
| 自由现金流率自由现金流/营收 | -12.8% | 29.6% |
| 资本支出强度资本支出/营收 | 14.4% | 0.1% |
| 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 | $16.3M | $90.7M |
8季度趋势，按日历期对齐
经营现金流INSERPAY
| Q4 25 | $1.2M | $23.3M | ||
| Q3 25 | $10.1M | $32.2M | ||
| Q2 25 | $15.2M | $33.1M | ||
| Q1 25 | $25.5M | $2.5M | ||
| Q4 24 | $6.9M | $34.3M | ||
| Q3 24 | $21.2M | $60.1M | ||
| Q2 24 | $-2.4M | $31.0M | ||
| Q1 24 | $6.0M | $24.8M |
自由现金流INSERPAY
| Q4 25 | $-9.9M | $23.2M | ||
| Q3 25 | $4.3M | $32.1M | ||
| Q2 25 | $5.6M | $33.0M | ||
| Q1 25 | $16.3M | $2.4M | ||
| Q4 24 | $1.6M | $34.0M | ||
| Q3 24 | $16.8M | $59.8M | ||
| Q2 24 | $-5.3M | $30.5M | ||
| Q1 24 | $1.6M | $24.7M |
自由现金流率INSERPAY
| Q4 25 | -12.8% | 29.6% | ||
| Q3 25 | 5.0% | 41.3% | ||
| Q2 25 | 7.0% | 43.6% | ||
| Q1 25 | 27.0% | 3.0% | ||
| Q4 24 | 1.9% | 43.5% | ||
| Q3 24 | 21.8% | 75.6% | ||
| Q2 24 | -7.1% | 40.7% | ||
| Q1 24 | 2.6% | 30.6% |
资本支出强度INSERPAY
| Q4 25 | 14.4% | 0.1% | ||
| Q3 25 | 6.7% | 0.2% | ||
| Q2 25 | 12.0% | 0.1% | ||
| Q1 25 | 15.2% | 0.2% | ||
| Q4 24 | 6.4% | 0.3% | ||
| Q3 24 | 5.7% | 0.3% | ||
| Q2 24 | 3.9% | 0.6% | ||
| Q1 24 | 7.1% | 0.1% |
现金转化率INSERPAY
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.10× | — | ||
| Q3 24 | 7.57× | 18.52× | ||
| Q2 24 | -1.71× | — | ||
| Q1 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
INSE
| Gaming | $36.3M | 47% |
| Interactive | $17.8M | 23% |
| Leisure | $13.7M | 18% |
| Product Sales | $8.8M | 11% |
RPAY
| Sales Channel Directly To Consumer | $69.4M | 88% |
| Other | $6.8M | 9% |
| Sales Channel Through Intermediary | $2.3M | 3% |
