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PLAYSTUDIOS, Inc.（MYPS）与REGENXBIO Inc.（RGNX）财务数据对比。点击上方公司名可切换其他公司
PLAYSTUDIOS, Inc.的季度营收约是REGENXBIO Inc.的1.8倍（$55.4M vs $30.3M），PLAYSTUDIOS, Inc.净利率更高（-24.7% vs -221.3%，领先196.6%），REGENXBIO Inc.同比增速更快（43.0% vs -18.3%），PLAYSTUDIOS, Inc.自由现金流更多（$3.6M vs $-52.8M），过去两年REGENXBIO Inc.的营收复合增速更高（39.4% 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。
REGENXBIO Inc.是一家临床阶段生物技术企业，专注于开发针对罕见及严重遗传疾病的突破性基因疗法。公司拥有专有的腺相关病毒载体技术，既向全球生物制药合作伙伴提供技术授权，也自主推进多疾病领域的基因疗法管线研发。
MYPS vs RGNX — 直观对比
营收规模更大
MYPS
是对方的1.8倍
$30.3M
营收增速更快
RGNX
高出61.3%
-18.3%
净利率更高
MYPS
高出196.6%
-221.3%
自由现金流更多
MYPS
多$56.4M
$-52.8M
两年增速更快
RGNX
近两年复合增速
-15.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $55.4M | $30.3M |
| 净利润 | $-13.7M | $-67.1M |
| 毛利率 | — | — |
| 营业利润率 | -17.7% | -190.0% |
| 净利率 | -24.7% | -221.3% |
| 营收同比 | -18.3% | 43.0% |
| 净利润同比 | 38.9% | -31.2% |
| 每股收益（稀释后） | $-0.12 | $-1.30 |
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MYPSRGNX
| Q4 25 | $55.4M | $30.3M | ||
| Q3 25 | $57.6M | $29.7M | ||
| Q2 25 | $59.3M | $21.4M | ||
| Q1 25 | $62.7M | $89.0M | ||
| Q4 24 | $67.8M | $21.2M | ||
| Q3 24 | $71.2M | $24.2M | ||
| Q2 24 | $72.6M | $22.3M | ||
| Q1 24 | $77.8M | $15.6M |
净利润MYPSRGNX
| Q4 25 | $-13.7M | $-67.1M | ||
| Q3 25 | $-9.1M | $-61.9M | ||
| Q2 25 | $-2.9M | $-70.9M | ||
| Q1 25 | $-2.9M | $6.1M | ||
| Q4 24 | $-22.4M | $-51.2M | ||
| Q3 24 | $-3.1M | $-59.6M | ||
| Q2 24 | $-2.6M | $-53.0M | ||
| Q1 24 | $-567.0K | $-63.3M |
毛利率MYPSRGNX
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 70.2% | ||
| Q3 24 | — | 48.8% | ||
| Q2 24 | — | 52.5% | ||
| Q1 24 | — | 72.6% |
营业利润率MYPSRGNX
| Q4 25 | -17.7% | -190.0% | ||
| Q3 25 | -13.6% | -176.3% | ||
| Q2 25 | -5.9% | -296.3% | ||
| Q1 25 | -4.4% | 13.6% | ||
| Q4 24 | -33.1% | -242.1% | ||
| Q3 24 | -6.7% | -256.6% | ||
| Q2 24 | -5.5% | -251.3% | ||
| Q1 24 | -2.2% | -408.8% |
净利率MYPSRGNX
| Q4 25 | -24.7% | -221.3% | ||
| Q3 25 | -15.8% | -208.3% | ||
| Q2 25 | -5.0% | -331.8% | ||
| Q1 25 | -4.6% | 6.8% | ||
| Q4 24 | -33.1% | -241.3% | ||
| Q3 24 | -4.3% | -246.3% | ||
| Q2 24 | -3.6% | -237.7% | ||
| Q1 24 | -0.7% | -405.4% |
每股收益（稀释后）MYPSRGNX
| Q4 25 | $-0.12 | $-1.30 | ||
| Q3 25 | $-0.07 | $-1.20 | ||
| Q2 25 | $-0.02 | $-1.38 | ||
| Q1 25 | $-0.02 | $0.12 | ||
| Q4 24 | $-0.18 | $-0.99 | ||
| Q3 24 | $-0.02 | $-1.17 | ||
| Q2 24 | $-0.02 | $-1.05 | ||
| Q1 24 | $0.00 | $-1.38 |
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 | $230.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $227.9M | $102.7M |
| 总资产 | $290.6M | $453.0M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资MYPSRGNX
| Q4 25 | $104.9M | $230.1M | ||
| Q3 25 | $106.3M | $274.2M | ||
| Q2 25 | $112.9M | $323.3M | ||
| Q1 25 | $107.1M | $267.9M | ||
| Q4 24 | $109.2M | $234.7M | ||
| Q3 24 | $105.2M | $255.5M | ||
| Q2 24 | $106.3M | $290.4M | ||
| Q1 24 | $127.0M | $338.7M |
股东权益MYPSRGNX
| Q4 25 | $227.9M | $102.7M | ||
| Q3 25 | $238.9M | $161.5M | ||
| Q2 25 | $245.3M | $213.7M | ||
| Q1 25 | $244.1M | $274.2M | ||
| Q4 24 | $244.7M | $259.7M | ||
| Q3 24 | $265.2M | $301.4M | ||
| Q2 24 | $263.6M | $348.3M | ||
| Q1 24 | $288.4M | $390.7M |
总资产MYPSRGNX
| Q4 25 | $290.6M | $453.0M | ||
| Q3 25 | $299.2M | $525.2M | ||
| Q2 25 | $316.2M | $581.0M | ||
| Q1 25 | $313.8M | $490.9M | ||
| Q4 24 | $323.0M | $466.0M | ||
| Q3 24 | $330.6M | $519.1M | ||
| Q2 24 | $333.4M | $569.4M | ||
| Q1 24 | $357.5M | $629.2M |
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 | $-52.3M |
| 自由现金流经营现金流 - 资本支出 | $3.6M | $-52.8M |
| 自由现金流率自由现金流/营收 | 6.5% | -174.0% |
| 资本支出强度资本支出/营收 | 0.2% | 1.7% |
| 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 | $-126.4M |
8季度趋势，按日历期对齐
经营现金流MYPSRGNX
| Q4 25 | $3.7M | $-52.3M | ||
| Q3 25 | $5.7M | $-56.0M | ||
| Q2 25 | $13.6M | $-49.3M | ||
| Q1 25 | $3.3M | $33.6M | ||
| Q4 24 | $11.6M | $-31.6M | ||
| Q3 24 | $14.6M | $-40.5M | ||
| Q2 24 | $14.5M | $-45.5M | ||
| Q1 24 | $5.0M | $-55.5M |
自由现金流MYPSRGNX
| Q4 25 | $3.6M | $-52.8M | ||
| Q3 25 | $5.4M | $-56.5M | ||
| Q2 25 | $13.2M | $-49.7M | ||
| Q1 25 | $3.2M | $32.6M | ||
| Q4 24 | $11.5M | $-32.7M | ||
| Q3 24 | $13.9M | $-40.9M | ||
| Q2 24 | $12.8M | $-46.0M | ||
| Q1 24 | $3.6M | $-56.0M |
自由现金流率MYPSRGNX
| Q4 25 | 6.5% | -174.0% | ||
| Q3 25 | 9.3% | -189.9% | ||
| Q2 25 | 22.3% | -232.8% | ||
| Q1 25 | 5.1% | 36.6% | ||
| Q4 24 | 16.9% | -154.2% | ||
| Q3 24 | 19.6% | -168.9% | ||
| Q2 24 | 17.6% | -206.2% | ||
| Q1 24 | 4.6% | -358.5% |
资本支出强度MYPSRGNX
| Q4 25 | 0.2% | 1.7% | ||
| Q3 25 | 0.5% | 1.7% | ||
| Q2 25 | 0.7% | 1.8% | ||
| Q1 25 | 0.2% | 1.2% | ||
| Q4 24 | 0.2% | 5.1% | ||
| Q3 24 | 0.9% | 1.3% | ||
| Q2 24 | 2.4% | 2.1% | ||
| Q1 24 | 1.9% | 3.6% |
现金转化率MYPSRGNX
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 5.53× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| 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
业务分部营收拆解
MYPS
暂无分部数据
RGNX
| Novartis Gene Therapies | $24.2M | 80% |
| Nippon Shinyaku Collaboration And License Agreement | $4.3M | 14% |
| Nippon Shinyaku Services | $1.4M | 5% |
