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PLAYSTUDIOS, Inc.（MYPS）与PUMA BIOTECHNOLOGY, INC.（PBYI）财务数据对比。点击上方公司名可切换其他公司
PUMA BIOTECHNOLOGY, INC.的季度营收约是PLAYSTUDIOS, Inc.的1.4倍（$75.5M vs $55.4M），PUMA BIOTECHNOLOGY, INC.同比增速更快（27.7% vs -18.3%），PUMA BIOTECHNOLOGY, INC.自由现金流更多（$14.4M vs $3.6M），过去两年PUMA BIOTECHNOLOGY, INC.的营收复合增速更高（31.3% vs -15.6%）
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。
彪马生物技术是一家公开上市的生物制药企业，总部位于美国加利福尼亚州洛杉矶，专注于创新药物研发相关业务，在生物制药领域开展研发与商业化运营。
MYPS vs PBYI — 直观对比
营收规模更大
PBYI
是对方的1.4倍
$55.4M
营收增速更快
PBYI
高出46.0%
-18.3%
自由现金流更多
PBYI
多$10.8M
$3.6M
两年增速更快
PBYI
近两年复合增速
-15.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $55.4M | $75.5M |
| 净利润 | $-13.7M | — |
| 毛利率 | — | 69.3% |
| 营业利润率 | -17.7% | 22.7% |
| 净利率 | -24.7% | — |
| 营收同比 | -18.3% | 27.7% |
| 净利润同比 | 38.9% | — |
| 每股收益（稀释后） | $-0.12 | $0.26 |
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MYPSPBYI
| Q4 25 | $55.4M | $75.5M | ||
| Q3 25 | $57.6M | $54.5M | ||
| Q2 25 | $59.3M | $52.4M | ||
| Q1 25 | $62.7M | $46.0M | ||
| Q4 24 | $67.8M | $59.1M | ||
| Q3 24 | $71.2M | $80.5M | ||
| Q2 24 | $72.6M | $47.1M | ||
| Q1 24 | $77.8M | $43.8M |
净利润MYPSPBYI
| Q4 25 | $-13.7M | — | ||
| Q3 25 | $-9.1M | $8.8M | ||
| Q2 25 | $-2.9M | $5.9M | ||
| Q1 25 | $-2.9M | $3.0M | ||
| Q4 24 | $-22.4M | — | ||
| Q3 24 | $-3.1M | $20.3M | ||
| Q2 24 | $-2.6M | $-4.5M | ||
| Q1 24 | $-567.0K | $-4.8M |
毛利率MYPSPBYI
| Q4 25 | — | 69.3% | ||
| Q3 25 | — | 77.7% | ||
| Q2 25 | — | 76.5% | ||
| Q1 25 | — | 77.1% | ||
| Q4 24 | — | 76.4% | ||
| Q3 24 | — | 63.9% | ||
| Q2 24 | — | 77.4% | ||
| Q1 24 | — | 75.5% |
营业利润率MYPSPBYI
| Q4 25 | -17.7% | 22.7% | ||
| Q3 25 | -13.6% | 17.6% | ||
| Q2 25 | -5.9% | 12.7% | ||
| Q1 25 | -4.4% | 8.7% | ||
| Q4 24 | -33.1% | 22.6% | ||
| Q3 24 | -6.7% | 27.4% | ||
| Q2 24 | -5.5% | -4.6% | ||
| Q1 24 | -2.2% | -5.3% |
净利率MYPSPBYI
| Q4 25 | -24.7% | — | ||
| Q3 25 | -15.8% | 16.2% | ||
| Q2 25 | -5.0% | 11.2% | ||
| Q1 25 | -4.6% | 6.5% | ||
| Q4 24 | -33.1% | — | ||
| Q3 24 | -4.3% | 25.2% | ||
| Q2 24 | -3.6% | -9.6% | ||
| Q1 24 | -0.7% | -11.0% |
每股收益（稀释后）MYPSPBYI
| Q4 25 | $-0.12 | $0.26 | ||
| Q3 25 | $-0.07 | $0.17 | ||
| Q2 25 | $-0.02 | $0.12 | ||
| Q1 25 | $-0.02 | $0.06 | ||
| Q4 24 | $-0.18 | $0.40 | ||
| Q3 24 | $-0.02 | $0.41 | ||
| Q2 24 | $-0.02 | $-0.09 | ||
| Q1 24 | $0.00 | $-0.10 |
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 | $104.9M | $97.5M |
| 总债务越低越好 | — | $22.7M |
| 股东权益账面价值 | $227.9M | $130.3M |
| 总资产 | $290.6M | $216.3M |
| 负债/权益比越低杠杆越低 | — | 0.17× |
8季度趋势，按日历期对齐
现金及短期投资MYPSPBYI
| Q4 25 | $104.9M | $97.5M | ||
| Q3 25 | $106.3M | $94.4M | ||
| Q2 25 | $112.9M | $96.0M | ||
| Q1 25 | $107.1M | $93.2M | ||
| Q4 24 | $109.2M | $101.0M | ||
| Q3 24 | $105.2M | $96.7M | ||
| Q2 24 | $106.3M | $96.8M | ||
| Q1 24 | $127.0M | $107.2M |
总债务MYPSPBYI
| Q4 25 | — | $22.7M | ||
| Q3 25 | — | $34.0M | ||
| Q2 25 | — | $45.3M | ||
| Q1 25 | — | $56.7M | ||
| Q4 24 | — | $68.0M | ||
| Q3 24 | — | $79.3M | ||
| Q2 24 | — | $90.7M | ||
| Q1 24 | — | $102.0M |
股东权益MYPSPBYI
| Q4 25 | $227.9M | $130.3M | ||
| Q3 25 | $238.9M | $115.3M | ||
| Q2 25 | $245.3M | $104.7M | ||
| Q1 25 | $244.1M | $97.1M | ||
| Q4 24 | $244.7M | $92.1M | ||
| Q3 24 | $265.2M | $71.1M | ||
| Q2 24 | $263.6M | $48.5M | ||
| Q1 24 | $288.4M | $51.0M |
总资产MYPSPBYI
| Q4 25 | $290.6M | $216.3M | ||
| Q3 25 | $299.2M | $202.9M | ||
| Q2 25 | $316.2M | $194.9M | ||
| Q1 25 | $313.8M | $196.2M | ||
| Q4 24 | $323.0M | $213.3M | ||
| Q3 24 | $330.6M | $220.7M | ||
| Q2 24 | $333.4M | $205.0M | ||
| Q1 24 | $357.5M | $214.1M |
负债/权益比MYPSPBYI
| Q4 25 | — | 0.17× | ||
| Q3 25 | — | 0.30× | ||
| Q2 25 | — | 0.43× | ||
| Q1 25 | — | 0.58× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 1.12× | ||
| Q2 24 | — | 1.87× | ||
| Q1 24 | — | 2.00× |
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 | $3.7M | $14.4M |
| 自由现金流经营现金流 - 资本支出 | $3.6M | $14.4M |
| 自由现金流率自由现金流/营收 | 6.5% | 19.1% |
| 资本支出强度资本支出/营收 | 0.2% | 0.0% |
| 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 | $41.7M |
8季度趋势，按日历期对齐
经营现金流MYPSPBYI
| Q4 25 | $3.7M | $14.4M | ||
| Q3 25 | $5.7M | $9.7M | ||
| Q2 25 | $13.6M | $14.1M | ||
| Q1 25 | $3.3M | $3.6M | ||
| Q4 24 | $11.6M | $15.6M | ||
| Q3 24 | $14.6M | $11.0M | ||
| Q2 24 | $14.5M | $1.0M | ||
| Q1 24 | $5.0M | $11.2M |
自由现金流MYPSPBYI
| Q4 25 | $3.6M | $14.4M | ||
| Q3 25 | $5.4M | $9.7M | ||
| Q2 25 | $13.2M | $14.1M | ||
| Q1 25 | $3.2M | $3.6M | ||
| Q4 24 | $11.5M | $15.6M | ||
| Q3 24 | $13.9M | $11.0M | ||
| Q2 24 | $12.8M | $1.0M | ||
| Q1 24 | $3.6M | — |
自由现金流率MYPSPBYI
| Q4 25 | 6.5% | 19.1% | ||
| Q3 25 | 9.3% | 17.7% | ||
| Q2 25 | 22.3% | 26.8% | ||
| Q1 25 | 5.1% | 7.7% | ||
| Q4 24 | 16.9% | 26.4% | ||
| Q3 24 | 19.6% | 13.7% | ||
| Q2 24 | 17.6% | 2.1% | ||
| Q1 24 | 4.6% | — |
资本支出强度MYPSPBYI
| Q4 25 | 0.2% | 0.0% | ||
| Q3 25 | 0.5% | 0.0% | ||
| Q2 25 | 0.7% | 0.0% | ||
| Q1 25 | 0.2% | 0.1% | ||
| Q4 24 | 0.2% | 0.0% | ||
| Q3 24 | 0.9% | 0.0% | ||
| Q2 24 | 2.4% | 0.0% | ||
| Q1 24 | 1.9% | 0.0% |
现金转化率MYPSPBYI
| Q4 25 | — | — | ||
| Q3 25 | — | 1.10× | ||
| Q2 25 | — | 2.41× | ||
| Q1 25 | — | 1.21× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.54× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
