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MP Materials Corp.（MP）与PLAYSTUDIOS, Inc.（MYPS）财务数据对比。点击上方公司名可切换其他公司
MP Materials Corp.的季度营收约是PLAYSTUDIOS, Inc.的1.6倍（$90.6M vs $55.4M），MP Materials Corp.净利率更高（-8.8% vs -24.7%，领先15.9%），MP Materials Corp.同比增速更快（49.1% vs -18.3%），过去两年MP Materials Corp.的营收复合增速更高（70.3% vs -15.6%）
MP Materials Corp.是总部位于美国的稀土材料生产商，拥有并运营加利福尼亚州芒廷帕斯矿，这是西半球唯一在产的稀土开采及加工设施，所产核心材料可广泛应用于电动汽车、风力发电机、国防工业等多个关键领域。
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。
MP vs MYPS — 直观对比
营收规模更大
MP
是对方的1.6倍
$55.4M
营收增速更快
MP
高出67.3%
-18.3%
净利率更高
MP
高出15.9%
-24.7%
两年增速更快
MP
近两年复合增速
-15.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $90.6M | $55.4M |
| 净利润 | $-8.0M | $-13.7M |
| 毛利率 | — | — |
| 营业利润率 | — | -17.7% |
| 净利率 | -8.8% | -24.7% |
| 营收同比 | 49.1% | -18.3% |
| 净利润同比 | 64.8% | 38.9% |
| 每股收益（稀释后） | $-0.04 | $-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MPMYPS
| Q1 26 | $90.6M | — | ||
| Q4 25 | $52.7M | $55.4M | ||
| Q3 25 | $53.6M | $57.6M | ||
| Q2 25 | $57.4M | $59.3M | ||
| Q1 25 | $60.8M | $62.7M | ||
| Q4 24 | $61.0M | $67.8M | ||
| Q3 24 | $62.9M | $71.2M | ||
| Q2 24 | $31.3M | $72.6M |
净利润MPMYPS
| Q1 26 | $-8.0M | — | ||
| Q4 25 | $9.4M | $-13.7M | ||
| Q3 25 | $-41.8M | $-9.1M | ||
| Q2 25 | $-30.9M | $-2.9M | ||
| Q1 25 | $-22.6M | $-2.9M | ||
| Q4 24 | $-22.3M | $-22.4M | ||
| Q3 24 | $-25.5M | $-3.1M | ||
| Q2 24 | $-34.1M | $-2.6M |
营业利润率MPMYPS
| Q1 26 | — | — | ||
| Q4 25 | -7.0% | -17.7% | ||
| Q3 25 | -125.2% | -13.6% | ||
| Q2 25 | -76.5% | -5.9% | ||
| Q1 25 | -57.2% | -4.4% | ||
| Q4 24 | -72.1% | -33.1% | ||
| Q3 24 | -62.8% | -6.7% | ||
| Q2 24 | -171.1% | -5.5% |
净利率MPMYPS
| Q1 26 | -8.8% | — | ||
| Q4 25 | 17.9% | -24.7% | ||
| Q3 25 | -78.0% | -15.8% | ||
| Q2 25 | -53.8% | -5.0% | ||
| Q1 25 | -37.2% | -4.6% | ||
| Q4 24 | -36.6% | -33.1% | ||
| Q3 24 | -40.5% | -4.3% | ||
| Q2 24 | -108.9% | -3.6% |
每股收益（稀释后）MPMYPS
| Q1 26 | $-0.04 | — | ||
| Q4 25 | $0.07 | $-0.12 | ||
| Q3 25 | $-0.24 | $-0.07 | ||
| Q2 25 | $-0.19 | $-0.02 | ||
| Q1 25 | $-0.14 | $-0.02 | ||
| Q4 24 | $-0.12 | $-0.18 | ||
| Q3 24 | $-0.16 | $-0.02 | ||
| Q2 24 | $-0.21 | $-0.02 |
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 | $1.7B | $104.9M |
| 总债务越低越好 | $1.0B | — |
| 股东权益账面价值 | $2.0B | $227.9M |
| 总资产 | $3.8B | $290.6M |
| 负债/权益比越低杠杆越低 | 0.51× | — |
8季度趋势，按日历期对齐
现金及短期投资MPMYPS
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.2B | $104.9M | ||
| Q3 25 | $1.1B | $106.3M | ||
| Q2 25 | $261.5M | $112.9M | ||
| Q1 25 | $198.3M | $107.1M | ||
| Q4 24 | $282.4M | $109.2M | ||
| Q3 24 | $284.4M | $105.2M | ||
| Q2 24 | $295.6M | $106.3M |
总债务MPMYPS
| Q1 26 | $1.0B | — | ||
| Q4 25 | $998.7M | — | ||
| Q3 25 | $997.3M | — | ||
| Q2 25 | $910.8M | — | ||
| Q1 25 | $909.8M | — | ||
| Q4 24 | $908.7M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益MPMYPS
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $227.9M | ||
| Q3 25 | $2.0B | $238.9M | ||
| Q2 25 | $1.0B | $245.3M | ||
| Q1 25 | $1.0B | $244.1M | ||
| Q4 24 | $1.1B | $244.7M | ||
| Q3 24 | $1.1B | $265.2M | ||
| Q2 24 | $1.1B | $263.6M |
总资产MPMYPS
| Q1 26 | $3.8B | — | ||
| Q4 25 | $3.9B | $290.6M | ||
| Q3 25 | $3.8B | $299.2M | ||
| Q2 25 | $2.3B | $316.2M | ||
| Q1 25 | $2.4B | $313.8M | ||
| Q4 24 | $2.3B | $323.0M | ||
| Q3 24 | $2.3B | $330.6M | ||
| Q2 24 | $2.4B | $333.4M |
负债/权益比MPMYPS
| Q1 26 | 0.51× | — | ||
| Q4 25 | 0.50× | — | ||
| Q3 25 | 0.51× | — | ||
| Q2 25 | 0.90× | — | ||
| Q1 25 | 0.88× | — | ||
| Q4 24 | 0.86× | — | ||
| Q3 24 | — | — | ||
| Q2 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 | $-1.9M | $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 | — | — |
| 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MPMYPS
| Q1 26 | $-1.9M | — | ||
| Q4 25 | $-46.9M | $3.7M | ||
| Q3 25 | $-42.0M | $5.7M | ||
| Q2 25 | $-3.7M | $13.6M | ||
| Q1 25 | $-63.2M | $3.3M | ||
| Q4 24 | $30.5M | $11.6M | ||
| Q3 24 | $-6.8M | $14.6M | ||
| Q2 24 | $30.8M | $14.5M |
自由现金流MPMYPS
| Q1 26 | — | — | ||
| Q4 25 | $-109.3M | $3.6M | ||
| Q3 25 | $-92.5M | $5.4M | ||
| Q2 25 | $-32.7M | $13.2M | ||
| Q1 25 | $-93.7M | $3.2M | ||
| Q4 24 | $-11.2M | $11.5M | ||
| Q3 24 | $-53.3M | $13.9M | ||
| Q2 24 | $-15.6M | $12.8M |
自由现金流率MPMYPS
| Q1 26 | — | — | ||
| Q4 25 | -207.4% | 6.5% | ||
| Q3 25 | -172.8% | 9.3% | ||
| Q2 25 | -56.9% | 22.3% | ||
| Q1 25 | -154.0% | 5.1% | ||
| Q4 24 | -18.3% | 16.9% | ||
| Q3 24 | -84.7% | 19.6% | ||
| Q2 24 | -50.1% | 17.6% |
资本支出强度MPMYPS
| Q1 26 | — | — | ||
| Q4 25 | 118.5% | 0.2% | ||
| Q3 25 | 94.3% | 0.5% | ||
| Q2 25 | 50.5% | 0.7% | ||
| Q1 25 | 50.1% | 0.2% | ||
| Q4 24 | 68.3% | 0.2% | ||
| Q3 24 | 73.8% | 0.9% | ||
| Q2 24 | 148.7% | 2.4% |
现金转化率MPMYPS
| Q1 26 | — | — | ||
| Q4 25 | -4.97× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 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
MP
| Materials Segment | $72.2M | 80% |
| Magnetics Segment | $21.1M | 23% |
MYPS
暂无分部数据
