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PLAYSTUDIOS, Inc.（MYPS）与PDF SOLUTIONS INC（PDFS）财务数据对比。点击上方公司名可切换其他公司
PDF SOLUTIONS INC的季度营收约是PLAYSTUDIOS, Inc.的1.1倍（$62.4M vs $55.4M），PDF SOLUTIONS INC净利率更高（-0.1% vs -24.7%，领先24.6%），PDF SOLUTIONS INC同比增速更快（24.6% vs -18.3%），PDF SOLUTIONS INC自由现金流更多（$7.5M vs $3.6M），过去两年PDF SOLUTIONS INC的营收复合增速更高（22.9% 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。
PDF Solutions Inc是一家总部位于美国加利福尼亚州圣克拉拉的跨国企业，主营软件业务与工程技术服务，目前在纳斯达克交易所挂牌上市，股票代码为PDFS。
MYPS vs PDFS — 直观对比
营收规模更大
PDFS
是对方的1.1倍
$55.4M
营收增速更快
PDFS
高出42.9%
-18.3%
净利率更高
PDFS
高出24.6%
-24.7%
自由现金流更多
PDFS
多$3.9M
$3.6M
两年增速更快
PDFS
近两年复合增速
-15.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $55.4M | $62.4M |
| 净利润 | $-13.7M | $-48.0K |
| 毛利率 | — | 72.9% |
| 营业利润率 | -17.7% | 5.5% |
| 净利率 | -24.7% | -0.1% |
| 营收同比 | -18.3% | 24.6% |
| 净利润同比 | 38.9% | -108.9% |
| 每股收益（稀释后） | $-0.12 | $0.00 |
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MYPSPDFS
| Q4 25 | $55.4M | $62.4M | ||
| Q3 25 | $57.6M | $57.1M | ||
| Q2 25 | $59.3M | $51.7M | ||
| Q1 25 | $62.7M | $47.8M | ||
| Q4 24 | $67.8M | $50.1M | ||
| Q3 24 | $71.2M | $46.4M | ||
| Q2 24 | $72.6M | $41.7M | ||
| Q1 24 | $77.8M | $41.3M |
净利润MYPSPDFS
| Q4 25 | $-13.7M | $-48.0K | ||
| Q3 25 | $-9.1M | $1.3M | ||
| Q2 25 | $-2.9M | $1.1M | ||
| Q1 25 | $-2.9M | $-3.0M | ||
| Q4 24 | $-22.4M | $539.0K | ||
| Q3 24 | $-3.1M | $2.2M | ||
| Q2 24 | $-2.6M | $1.7M | ||
| Q1 24 | $-567.0K | $-393.0K |
毛利率MYPSPDFS
| Q4 25 | — | 72.9% | ||
| Q3 25 | — | 72.3% | ||
| Q2 25 | — | 71.2% | ||
| Q1 25 | — | 72.9% | ||
| Q4 24 | — | 68.3% | ||
| Q3 24 | — | 73.1% | ||
| Q2 24 | — | 70.6% | ||
| Q1 24 | — | 67.3% |
营业利润率MYPSPDFS
| Q4 25 | -17.7% | 5.5% | ||
| Q3 25 | -13.6% | 8.5% | ||
| Q2 25 | -5.9% | 2.2% | ||
| Q1 25 | -4.4% | -7.4% | ||
| Q4 24 | -33.1% | 1.0% | ||
| Q3 24 | -6.7% | 4.6% | ||
| Q2 24 | -5.5% | 0.6% | ||
| Q1 24 | -2.2% | -4.7% |
净利率MYPSPDFS
| Q4 25 | -24.7% | -0.1% | ||
| Q3 25 | -15.8% | 2.3% | ||
| Q2 25 | -5.0% | 2.2% | ||
| Q1 25 | -4.6% | -6.3% | ||
| Q4 24 | -33.1% | 1.1% | ||
| Q3 24 | -4.3% | 4.8% | ||
| Q2 24 | -3.6% | 4.1% | ||
| Q1 24 | -0.7% | -1.0% |
每股收益（稀释后）MYPSPDFS
| Q4 25 | $-0.12 | $0.00 | ||
| Q3 25 | $-0.07 | $0.03 | ||
| Q2 25 | $-0.02 | $0.03 | ||
| Q1 25 | $-0.02 | $-0.08 | ||
| Q4 24 | $-0.18 | $0.01 | ||
| Q3 24 | $-0.02 | $0.06 | ||
| Q2 24 | $-0.02 | $0.04 | ||
| Q1 24 | $0.00 | $-0.01 |
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 | $42.2M |
| 总债务越低越好 | — | $67.0M |
| 股东权益账面价值 | $227.9M | $271.0M |
| 总资产 | $290.6M | $418.7M |
| 负债/权益比越低杠杆越低 | — | 0.25× |
8季度趋势，按日历期对齐
现金及短期投资MYPSPDFS
| Q4 25 | $104.9M | $42.2M | ||
| Q3 25 | $106.3M | $35.9M | ||
| Q2 25 | $112.9M | $40.4M | ||
| Q1 25 | $107.1M | $54.1M | ||
| Q4 24 | $109.2M | $114.9M | ||
| Q3 24 | $105.2M | $120.2M | ||
| Q2 24 | $106.3M | $117.9M | ||
| Q1 24 | $127.0M | $122.9M |
总债务MYPSPDFS
| Q4 25 | — | $67.0M | ||
| Q3 25 | — | $67.6M | ||
| Q2 25 | — | $68.1M | ||
| Q1 25 | — | $68.7M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益MYPSPDFS
| Q4 25 | $227.9M | $271.0M | ||
| Q3 25 | $238.9M | $264.4M | ||
| Q2 25 | $245.3M | $257.5M | ||
| Q1 25 | $244.1M | $249.0M | ||
| Q4 24 | $244.7M | $246.0M | ||
| Q3 24 | $265.2M | $240.5M | ||
| Q2 24 | $263.6M | $232.2M | ||
| Q1 24 | $288.4M | $225.4M |
总资产MYPSPDFS
| Q4 25 | $290.6M | $418.7M | ||
| Q3 25 | $299.2M | $406.4M | ||
| Q2 25 | $316.2M | $391.1M | ||
| Q1 25 | $313.8M | $390.0M | ||
| Q4 24 | $323.0M | $315.3M | ||
| Q3 24 | $330.6M | $307.4M | ||
| Q2 24 | $333.4M | $298.0M | ||
| Q1 24 | $357.5M | $286.8M |
负债/权益比MYPSPDFS
| Q4 25 | — | 0.25× | ||
| Q3 25 | — | 0.26× | ||
| Q2 25 | — | 0.26× | ||
| Q1 25 | — | 0.28× | ||
| 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 | $3.7M | $17.3M |
| 自由现金流经营现金流 - 资本支出 | $3.6M | $7.5M |
| 自由现金流率自由现金流/营收 | 6.5% | 12.1% |
| 资本支出强度资本支出/营收 | 0.2% | 15.7% |
| 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 | $-8.6M |
8季度趋势，按日历期对齐
经营现金流MYPSPDFS
| Q4 25 | $3.7M | $17.3M | ||
| Q3 25 | $5.7M | $3.3M | ||
| Q2 25 | $13.6M | $-5.2M | ||
| Q1 25 | $3.3M | $8.6M | ||
| Q4 24 | $11.6M | $1.6M | ||
| Q3 24 | $14.6M | $9.3M | ||
| Q2 24 | $14.5M | $684.0K | ||
| Q1 24 | $5.0M | $-1.9M |
自由现金流MYPSPDFS
| Q4 25 | $3.6M | $7.5M | ||
| Q3 25 | $5.4M | $-2.9M | ||
| Q2 25 | $13.2M | $-13.8M | ||
| Q1 25 | $3.2M | $535.0K | ||
| Q4 24 | $11.5M | $-4.0M | ||
| Q3 24 | $13.9M | $5.1M | ||
| Q2 24 | $12.8M | $-4.6M | ||
| Q1 24 | $3.6M | $-3.9M |
自由现金流率MYPSPDFS
| Q4 25 | 6.5% | 12.1% | ||
| Q3 25 | 9.3% | -5.1% | ||
| Q2 25 | 22.3% | -26.6% | ||
| Q1 25 | 5.1% | 1.1% | ||
| Q4 24 | 16.9% | -8.0% | ||
| Q3 24 | 19.6% | 11.0% | ||
| Q2 24 | 17.6% | -11.1% | ||
| Q1 24 | 4.6% | -9.4% |
资本支出强度MYPSPDFS
| Q4 25 | 0.2% | 15.7% | ||
| Q3 25 | 0.5% | 10.8% | ||
| Q2 25 | 0.7% | 16.5% | ||
| Q1 25 | 0.2% | 17.0% | ||
| Q4 24 | 0.2% | 11.3% | ||
| Q3 24 | 0.9% | 9.0% | ||
| Q2 24 | 2.4% | 12.8% | ||
| Q1 24 | 1.9% | 4.9% |
现金转化率MYPSPDFS
| Q4 25 | — | — | ||
| Q3 25 | — | 2.54× | ||
| Q2 25 | — | -4.55× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 2.98× | ||
| Q3 24 | — | 4.20× | ||
| Q2 24 | — | 0.40× | ||
| 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
MYPS
暂无分部数据
PDFS
| Volumebased | $38.0M | 61% |
| Other | $24.4M | 39% |
