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PLAYSTUDIOS, Inc.（MYPS）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PLAYSTUDIOS, Inc.的1.4倍（$78.6M vs $55.4M），PLAYSTUDIOS, Inc.净利率更高（-24.7% vs -178.3%，领先153.6%），Repay Holdings Corp同比增速更快（0.4% vs -18.3%），Repay Holdings Corp自由现金流更多（$23.2M vs $3.6M），过去两年Repay Holdings Corp的营收复合增速更高（-1.3% 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。
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。
MYPS vs RPAY — 直观对比
营收规模更大
RPAY
是对方的1.4倍
$55.4M
营收增速更快
RPAY
高出18.7%
-18.3%
净利率更高
MYPS
高出153.6%
-178.3%
自由现金流更多
RPAY
多$19.6M
$3.6M
两年增速更快
RPAY
近两年复合增速
-15.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $55.4M | $78.6M |
| 净利润 | $-13.7M | $-140.1M |
| 毛利率 | — | 74.2% |
| 营业利润率 | -17.7% | -182.2% |
| 净利率 | -24.7% | -178.3% |
| 营收同比 | -18.3% | 0.4% |
| 净利润同比 | 38.9% | -3304.1% |
| 每股收益（稀释后） | $-0.12 | $-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MYPSRPAY
| Q4 25 | $55.4M | $78.6M | ||
| Q3 25 | $57.6M | $77.7M | ||
| Q2 25 | $59.3M | $75.6M | ||
| Q1 25 | $62.7M | $77.3M | ||
| Q4 24 | $67.8M | $78.3M | ||
| Q3 24 | $71.2M | $79.1M | ||
| Q2 24 | $72.6M | $74.9M | ||
| Q1 24 | $77.8M | $80.7M |
净利润MYPSRPAY
| Q4 25 | $-13.7M | $-140.1M | ||
| Q3 25 | $-9.1M | $-6.4M | ||
| Q2 25 | $-2.9M | $-102.3M | ||
| Q1 25 | $-2.9M | $-7.9M | ||
| Q4 24 | $-22.4M | $-4.1M | ||
| Q3 24 | $-3.1M | $3.2M | ||
| Q2 24 | $-2.6M | $-4.1M | ||
| Q1 24 | $-567.0K | $-5.2M |
毛利率MYPSRPAY
| 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 | — | 76.2% |
营业利润率MYPSRPAY
| Q4 25 | -17.7% | -182.2% | ||
| Q3 25 | -13.6% | -3.9% | ||
| Q2 25 | -5.9% | -138.7% | ||
| Q1 25 | -4.4% | -4.7% | ||
| Q4 24 | -33.1% | -1.5% | ||
| Q3 24 | -6.7% | -0.9% | ||
| Q2 24 | -5.5% | -4.6% | ||
| Q1 24 | -2.2% | -3.1% |
净利率MYPSRPAY
| Q4 25 | -24.7% | -178.3% | ||
| Q3 25 | -15.8% | -8.3% | ||
| Q2 25 | -5.0% | -135.2% | ||
| Q1 25 | -4.6% | -10.3% | ||
| Q4 24 | -33.1% | -5.3% | ||
| Q3 24 | -4.3% | 4.1% | ||
| Q2 24 | -3.6% | -5.4% | ||
| Q1 24 | -0.7% | -6.5% |
每股收益（稀释后）MYPSRPAY
| Q4 25 | $-0.12 | $-1.68 | ||
| Q3 25 | $-0.07 | $-0.08 | ||
| Q2 25 | $-0.02 | $-1.15 | ||
| Q1 25 | $-0.02 | $-0.09 | ||
| Q4 24 | $-0.18 | $-0.04 | ||
| Q3 24 | $-0.02 | $0.03 | ||
| Q2 24 | $-0.02 | $-0.04 | ||
| Q1 24 | $0.00 | $-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 | $104.9M | $115.7M |
| 总债务越低越好 | — | $280.1M |
| 股东权益账面价值 | $227.9M | $484.4M |
| 总资产 | $290.6M | $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MYPSRPAY
| Q4 25 | $104.9M | $115.7M | ||
| Q3 25 | $106.3M | $95.7M | ||
| Q2 25 | $112.9M | $162.6M | ||
| Q1 25 | $107.1M | $165.5M | ||
| Q4 24 | $109.2M | $189.5M | ||
| Q3 24 | $105.2M | $168.7M | ||
| Q2 24 | $106.3M | $147.1M | ||
| Q1 24 | $127.0M | $128.3M |
总债务MYPSRPAY
| Q4 25 | — | $280.1M | ||
| Q3 25 | — | $279.5M | ||
| Q2 25 | — | $279.0M | ||
| Q1 25 | — | $497.6M | ||
| Q4 24 | — | $496.8M | ||
| Q3 24 | — | $496.2M | ||
| Q2 24 | — | $435.6M | ||
| Q1 24 | — | $434.9M |
股东权益MYPSRPAY
| Q4 25 | $227.9M | $484.4M | ||
| Q3 25 | $238.9M | $616.9M | ||
| Q2 25 | $245.3M | $633.7M | ||
| Q1 25 | $244.1M | $755.7M | ||
| Q4 24 | $244.7M | $761.3M | ||
| Q3 24 | $265.2M | $754.7M | ||
| Q2 24 | $263.6M | $815.4M | ||
| Q1 24 | $288.4M | $813.8M |
总资产MYPSRPAY
| Q4 25 | $290.6M | $1.2B | ||
| Q3 25 | $299.2M | $1.3B | ||
| Q2 25 | $316.2M | $1.4B | ||
| Q1 25 | $313.8M | $1.5B | ||
| Q4 24 | $323.0M | $1.6B | ||
| Q3 24 | $330.6M | $1.6B | ||
| Q2 24 | $333.4M | $1.5B | ||
| Q1 24 | $357.5M | $1.5B |
负债/权益比MYPSRPAY
| 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 | $3.7M | $23.3M |
| 自由现金流经营现金流 - 资本支出 | $3.6M | $23.2M |
| 自由现金流率自由现金流/营收 | 6.5% | 29.6% |
| 资本支出强度资本支出/营收 | 0.2% | 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 | $25.4M | $90.7M |
8季度趋势，按日历期对齐
经营现金流MYPSRPAY
| Q4 25 | $3.7M | $23.3M | ||
| Q3 25 | $5.7M | $32.2M | ||
| Q2 25 | $13.6M | $33.1M | ||
| Q1 25 | $3.3M | $2.5M | ||
| Q4 24 | $11.6M | $34.3M | ||
| Q3 24 | $14.6M | $60.1M | ||
| Q2 24 | $14.5M | $31.0M | ||
| Q1 24 | $5.0M | $24.8M |
自由现金流MYPSRPAY
| Q4 25 | $3.6M | $23.2M | ||
| Q3 25 | $5.4M | $32.1M | ||
| Q2 25 | $13.2M | $33.0M | ||
| Q1 25 | $3.2M | $2.4M | ||
| Q4 24 | $11.5M | $34.0M | ||
| Q3 24 | $13.9M | $59.8M | ||
| Q2 24 | $12.8M | $30.5M | ||
| Q1 24 | $3.6M | $24.7M |
自由现金流率MYPSRPAY
| Q4 25 | 6.5% | 29.6% | ||
| Q3 25 | 9.3% | 41.3% | ||
| Q2 25 | 22.3% | 43.6% | ||
| Q1 25 | 5.1% | 3.0% | ||
| Q4 24 | 16.9% | 43.5% | ||
| Q3 24 | 19.6% | 75.6% | ||
| Q2 24 | 17.6% | 40.7% | ||
| Q1 24 | 4.6% | 30.6% |
资本支出强度MYPSRPAY
| Q4 25 | 0.2% | 0.1% | ||
| Q3 25 | 0.5% | 0.2% | ||
| Q2 25 | 0.7% | 0.1% | ||
| Q1 25 | 0.2% | 0.2% | ||
| Q4 24 | 0.2% | 0.3% | ||
| Q3 24 | 0.9% | 0.3% | ||
| Q2 24 | 2.4% | 0.6% | ||
| Q1 24 | 1.9% | 0.1% |
现金转化率MYPSRPAY
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 18.52× | ||
| 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
RPAY
| Sales Channel Directly To Consumer | $69.4M | 88% |
| Other | $6.8M | 9% |
| Sales Channel Through Intermediary | $2.3M | 3% |
