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Dave & Buster's Entertainment, Inc.（PLAY）与RENASANT CORP（RNST）财务数据对比。点击上方公司名可切换其他公司
Dave & Buster's Entertainment, Inc.的季度营收约是RENASANT CORP的1.6倍（$448.2M vs $273.8M），RENASANT CORP净利率更高（32.2% vs -9.4%，领先41.6%），过去两年RENASANT CORP的营收复合增速更高（29.3% vs -13.5%）
戴夫与巴斯特娱乐是总部位于美国达拉斯的餐饮娱乐企业，旗下每家门店都配备全套服务餐厅、酒吧以及名为“百万美元 midway”的游戏游乐区。截至2024年2月，该公司共开设162家门店，其中美国本土158家，波多黎各和加拿大各设2家门店，主打餐饮与休闲娱乐融合的消费体验。
瑞耐桑特银行是美国密西西比州图珀洛的区域商业金融机构，母公司为瑞耐桑特公司，在阿拉巴马、佛罗里达、佐治亚、密西西比、路易斯安那、田纳西、北卡罗来纳、南卡罗来纳八州拥有280多家分支机构，旗下还运营内容平台“瑞耐桑特国度”，发布博客及节目内容。
PLAY vs RNST — 直观对比
营收规模更大
PLAY
是对方的1.6倍
$273.8M
净利率更高
RNST
高出41.6%
-9.4%
两年增速更快
RNST
近两年复合增速
-13.5%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $448.2M | $273.8M |
| 净利润 | $-42.1M | $88.2M |
| 毛利率 | 85.8% | — |
| 营业利润率 | -3.6% | — |
| 净利率 | -9.4% | 32.2% |
| 营收同比 | -1.1% | — |
| 净利润同比 | -28.7% | 112.5% |
| 每股收益（稀释后） | $-1.22 | $0.94 |
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PLAYRNST
| Q1 26 | — | $273.8M | ||
| Q4 25 | $448.2M | $278.4M | ||
| Q3 25 | $557.4M | $269.5M | ||
| Q2 25 | $567.7M | $267.2M | ||
| Q1 25 | $534.5M | $170.7M | ||
| Q4 24 | $453.0M | $167.1M | ||
| Q3 24 | $557.1M | $220.3M | ||
| Q2 24 | $588.1M | $163.8M |
净利润PLAYRNST
| Q1 26 | — | $88.2M | ||
| Q4 25 | $-42.1M | $78.9M | ||
| Q3 25 | $11.4M | $59.8M | ||
| Q2 25 | $21.7M | $1.0M | ||
| Q1 25 | $9.3M | $41.5M | ||
| Q4 24 | $-32.7M | $44.7M | ||
| Q3 24 | $40.3M | $72.5M | ||
| Q2 24 | $41.4M | $38.8M |
毛利率PLAYRNST
| Q1 26 | — | — | ||
| Q4 25 | 85.8% | — | ||
| Q3 25 | 86.3% | — | ||
| Q2 25 | 85.5% | — | ||
| Q1 25 | 85.5% | — | ||
| Q4 24 | 85.0% | — | ||
| Q3 24 | 85.3% | — | ||
| Q2 24 | 85.2% | — |
营业利润率PLAYRNST
| Q1 26 | — | — | ||
| Q4 25 | -3.6% | 34.8% | ||
| Q3 25 | 9.5% | 27.9% | ||
| Q2 25 | 11.1% | 1.0% | ||
| Q1 25 | 8.3% | 30.4% | ||
| Q4 24 | 1.4% | 29.8% | ||
| Q3 24 | 15.2% | 44.2% | ||
| Q2 24 | 14.5% | 29.6% |
净利率PLAYRNST
| Q1 26 | — | 32.2% | ||
| Q4 25 | -9.4% | 28.4% | ||
| Q3 25 | 2.0% | 22.2% | ||
| Q2 25 | 3.8% | 0.4% | ||
| Q1 25 | 1.7% | 24.3% | ||
| Q4 24 | -7.2% | 26.8% | ||
| Q3 24 | 7.2% | 32.9% | ||
| Q2 24 | 7.0% | 23.7% |
每股收益（稀释后）PLAYRNST
| Q1 26 | — | $0.94 | ||
| Q4 25 | $-1.22 | $0.78 | ||
| Q3 25 | $0.32 | $0.63 | ||
| Q2 25 | $0.62 | $0.01 | ||
| Q1 25 | $0.32 | $0.65 | ||
| Q4 24 | $-0.84 | $0.70 | ||
| Q3 24 | $0.99 | $1.18 | ||
| Q2 24 | $0.99 | $0.69 |
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 | $13.6M | $1.2B |
| 总债务越低越好 | $1.6B | $806.2M |
| 股东权益账面价值 | $130.8M | $3.9B |
| 总资产 | $4.1B | $27.1B |
| 负债/权益比越低杠杆越低 | 12.17× | 0.21× |
8季度趋势，按日历期对齐
现金及短期投资PLAYRNST
| Q1 26 | — | $1.2B | ||
| Q4 25 | $13.6M | $1.1B | ||
| Q3 25 | $12.0M | $1.1B | ||
| Q2 25 | $11.9M | $1.4B | ||
| Q1 25 | $6.9M | $1.1B | ||
| Q4 24 | $8.6M | $1.1B | ||
| Q3 24 | $13.1M | $1.3B | ||
| Q2 24 | $32.1M | $851.9M |
总债务PLAYRNST
| Q1 26 | — | $806.2M | ||
| Q4 25 | $1.6B | $499.8M | ||
| Q3 25 | $1.6B | $558.9M | ||
| Q2 25 | $1.6B | $557.0M | ||
| Q1 25 | $1.5B | $433.3M | ||
| Q4 24 | $1.5B | $430.6M | ||
| Q3 24 | $1.3B | $433.2M | ||
| Q2 24 | $1.3B | $428.7M |
股东权益PLAYRNST
| Q1 26 | — | $3.9B | ||
| Q4 25 | $130.8M | $3.9B | ||
| Q3 25 | $166.2M | $3.8B | ||
| Q2 25 | $146.8M | $3.8B | ||
| Q1 25 | $145.8M | $2.7B | ||
| Q4 24 | $226.6M | $2.7B | ||
| Q3 24 | $284.4M | $2.7B | ||
| Q2 24 | $292.5M | $2.4B |
总资产PLAYRNST
| Q1 26 | — | $27.1B | ||
| Q4 25 | $4.1B | $26.8B | ||
| Q3 25 | $4.1B | $26.7B | ||
| Q2 25 | $4.1B | $26.6B | ||
| Q1 25 | $4.0B | $18.3B | ||
| Q4 24 | $3.9B | $18.0B | ||
| Q3 24 | $3.8B | $18.0B | ||
| Q2 24 | $3.8B | $17.5B |
负债/权益比PLAYRNST
| Q1 26 | — | 0.21× | ||
| Q4 25 | 12.17× | 0.13× | ||
| Q3 25 | 9.57× | 0.15× | ||
| Q2 25 | 10.98× | 0.15× | ||
| Q1 25 | 10.45× | 0.16× | ||
| Q4 24 | 6.58× | 0.16× | ||
| Q3 24 | 4.72× | 0.16× | ||
| Q2 24 | 4.58× | 0.18× |
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 | $58.0M | — |
| 自由现金流经营现金流 - 资本支出 | $-20.6M | — |
| 自由现金流率自由现金流/营收 | -4.6% | — |
| 资本支出强度资本支出/营收 | 17.5% | — |
| 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 | $-195.6M | — |
8季度趋势，按日历期对齐
经营现金流PLAYRNST
| Q1 26 | — | — | ||
| Q4 25 | $58.0M | $271.5M | ||
| Q3 25 | $34.0M | $135.5M | ||
| Q2 25 | $95.8M | $-77.3M | ||
| Q1 25 | $108.9M | $106.2M | ||
| Q4 24 | $-7.2M | $106.4M | ||
| Q3 24 | $101.8M | $-1.7M | ||
| Q2 24 | $108.8M | $-49.1M |
自由现金流PLAYRNST
| Q1 26 | — | — | ||
| Q4 25 | $-20.6M | $237.8M | ||
| Q3 25 | $-55.2M | $120.1M | ||
| Q2 25 | $-58.8M | $-87.5M | ||
| Q1 25 | $-61.0M | $101.3M | ||
| Q4 24 | $-138.4M | $92.8M | ||
| Q3 24 | $-14.3M | $-5.3M | ||
| Q2 24 | $-4.2M | $-52.6M |
自由现金流率PLAYRNST
| Q1 26 | — | — | ||
| Q4 25 | -4.6% | 85.4% | ||
| Q3 25 | -9.9% | 44.6% | ||
| Q2 25 | -10.4% | -32.7% | ||
| Q1 25 | -11.4% | 59.4% | ||
| Q4 24 | -30.6% | 55.5% | ||
| Q3 24 | -2.6% | -2.4% | ||
| Q2 24 | -0.7% | -32.1% |
资本支出强度PLAYRNST
| Q1 26 | — | — | ||
| Q4 25 | 17.5% | 12.1% | ||
| Q3 25 | 16.0% | 5.7% | ||
| Q2 25 | 27.2% | 3.8% | ||
| Q1 25 | 31.8% | 2.8% | ||
| Q4 24 | 29.0% | 8.2% | ||
| Q3 24 | 20.8% | 1.6% | ||
| Q2 24 | 19.2% | 2.1% |
现金转化率PLAYRNST
| Q1 26 | — | — | ||
| Q4 25 | — | 3.44× | ||
| Q3 25 | 2.98× | 2.27× | ||
| Q2 25 | 4.41× | -75.92× | ||
| Q1 25 | 11.71× | 2.56× | ||
| Q4 24 | — | 2.38× | ||
| Q3 24 | 2.53× | -0.02× | ||
| Q2 24 | 2.63× | -1.26× |
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
PLAY
| Game Play Credit Usage | $273.1M | 61% |
| Food And Nonalcoholic Beverages | $115.1M | 26% |
| Alcoholic Beverage | $53.7M | 12% |
| Other Entertainment | $6.3M | 1% |
| Gift Card Revenue | $3.5M | 1% |
RNST
| Net Interest Income | $223.6M | 82% |
| Noninterest Income | $50.3M | 18% |
