vs
Dave & Buster's Entertainment, Inc.（PLAY）与SBA Communications（SBAC）财务数据对比。点击上方公司名可切换其他公司
SBA Communications的季度营收约是Dave & Buster's Entertainment, Inc.的1.6倍（$719.6M vs $448.2M），SBA Communications净利率更高（51.5% vs -9.4%，领先60.9%），SBA Communications同比增速更快（3.7% vs -1.1%），SBA Communications自由现金流更多（$833.3M vs $-20.6M），过去两年SBA Communications的营收复合增速更高（4.6% 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。
SBA Communications是一家房地产投资信托企业，核心业务为持有、运营无线通信基础设施，市场覆盖美国、加拿大、中南美洲及南非地区。公司由Steven Bernstein于1989年创立，前身为Steven Bernstein and Associates。
PLAY vs SBAC — 直观对比
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $448.2M | $719.6M |
| 净利润 | $-42.1M | $370.4M |
| 毛利率 | 85.8% | 75.6% |
| 营业利润率 | -3.6% | 41.5% |
| 净利率 | -9.4% | 51.5% |
| 营收同比 | -1.1% | 3.7% |
| 净利润同比 | -28.7% | 107.2% |
| 每股收益（稀释后） | $-1.22 | $3.47 |
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
| Q4 25 | $448.2M | $719.6M | ||
| Q3 25 | $557.4M | $732.3M | ||
| Q2 25 | $567.7M | $699.0M | ||
| Q1 25 | $534.5M | $664.2M | ||
| Q4 24 | $453.0M | $693.7M | ||
| Q3 24 | $557.1M | $667.6M | ||
| Q2 24 | $588.1M | $660.5M | ||
| Q1 24 | $599.0M | $657.9M |
| Q4 25 | $-42.1M | $370.4M | ||
| Q3 25 | $11.4M | $236.8M | ||
| Q2 25 | $21.7M | $225.8M | ||
| Q1 25 | $9.3M | $220.7M | ||
| Q4 24 | $-32.7M | $178.8M | ||
| Q3 24 | $40.3M | $258.5M | ||
| Q2 24 | $41.4M | $162.8M | ||
| Q1 24 | $36.1M | $154.5M |
| Q4 25 | 85.8% | 75.6% | ||
| Q3 25 | 86.3% | 74.1% | ||
| Q2 25 | 85.5% | 75.4% | ||
| Q1 25 | 85.5% | 76.9% | ||
| Q4 24 | 85.0% | 78.1% | ||
| Q3 24 | 85.3% | 77.5% | ||
| Q2 24 | 85.2% | 78.6% | ||
| Q1 24 | 84.1% | 79.0% |
| Q4 25 | -3.6% | 41.5% | ||
| Q3 25 | 9.5% | 51.1% | ||
| Q2 25 | 11.1% | 47.9% | ||
| Q1 25 | 8.3% | 50.4% | ||
| Q4 24 | 1.4% | 55.1% | ||
| Q3 24 | 15.2% | 56.3% | ||
| Q2 24 | 14.5% | 53.7% | ||
| Q1 24 | 14.9% | 49.2% |
| Q4 25 | -9.4% | 51.5% | ||
| Q3 25 | 2.0% | 32.3% | ||
| Q2 25 | 3.8% | 32.3% | ||
| Q1 25 | 1.7% | 33.2% | ||
| Q4 24 | -7.2% | 25.8% | ||
| Q3 24 | 7.2% | 38.7% | ||
| Q2 24 | 7.0% | 24.7% | ||
| Q1 24 | 6.0% | 23.5% |
| Q4 25 | $-1.22 | $3.47 | ||
| Q3 25 | $0.32 | $2.20 | ||
| Q2 25 | $0.62 | $2.09 | ||
| Q1 25 | $0.32 | $2.04 | ||
| Q4 24 | $-0.84 | $1.61 | ||
| Q3 24 | $0.99 | $2.40 | ||
| Q2 24 | $0.99 | $1.51 | ||
| Q1 24 | $0.95 | $1.42 |
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 | $271.2M |
| 总债务越低越好 | $1.6B | $12.9B |
| 股东权益账面价值 | $130.8M | $-4.9B |
| 总资产 | $4.1B | $11.6B |
| 负债/权益比越低杠杆越低 | 12.17× | — |
8季度趋势，按日历期对齐
| Q4 25 | $13.6M | $271.2M | ||
| Q3 25 | $12.0M | $431.1M | ||
| Q2 25 | $11.9M | $276.8M | ||
| Q1 25 | $6.9M | $702.2M | ||
| Q4 24 | $8.6M | $444.4M | ||
| Q3 24 | $13.1M | $202.6M | ||
| Q2 24 | $32.1M | $250.9M | ||
| Q1 24 | $37.3M | $241.9M |
| Q4 25 | $1.6B | $12.9B | ||
| Q3 25 | $1.6B | $12.7B | ||
| Q2 25 | $1.6B | $12.5B | ||
| Q1 25 | $1.5B | $12.4B | ||
| Q4 24 | $1.5B | $13.6B | ||
| Q3 24 | $1.3B | $12.3B | ||
| Q2 24 | $1.3B | $12.3B | ||
| Q1 24 | $1.3B | $12.4B |
| Q4 25 | $130.8M | $-4.9B | ||
| Q3 25 | $166.2M | $-4.9B | ||
| Q2 25 | $146.8M | $-4.9B | ||
| Q1 25 | $145.8M | $-5.0B | ||
| Q4 24 | $226.6M | $-5.1B | ||
| Q3 24 | $284.4M | $-5.2B | ||
| Q2 24 | $292.5M | $-5.3B | ||
| Q1 24 | $251.2M | $-5.2B |
| Q4 25 | $4.1B | $11.6B | ||
| Q3 25 | $4.1B | $11.3B | ||
| Q2 25 | $4.1B | $10.8B | ||
| Q1 25 | $4.0B | $10.4B | ||
| Q4 24 | $3.9B | $11.4B | ||
| Q3 24 | $3.8B | $10.2B | ||
| Q2 24 | $3.8B | $9.8B | ||
| Q1 24 | $3.8B | $10.0B |
| Q4 25 | 12.17× | — | ||
| Q3 25 | 9.57× | — | ||
| Q2 25 | 10.98× | — | ||
| Q1 25 | 10.45× | — | ||
| Q4 24 | 6.58× | — | ||
| Q3 24 | 4.72× | — | ||
| Q2 24 | 4.58× | — | ||
| Q1 24 | 5.33× | — |
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 | $1.3B |
| 自由现金流经营现金流 - 资本支出 | $-20.6M | $833.3M |
| 自由现金流率自由现金流/营收 | -4.6% | 115.8% |
| 资本支出强度资本支出/营收 | 17.5% | 63.7% |
| 现金转化率经营现金流/净利润 | — | 3.49× |
| 过去12个月自由现金流最近4个季度 | $-195.6M | $1.7B |
8季度趋势，按日历期对齐
| Q4 25 | $58.0M | $1.3B | ||
| Q3 25 | $34.0M | $318.0M | ||
| Q2 25 | $95.8M | $368.1M | ||
| Q1 25 | $108.9M | $301.2M | ||
| Q4 24 | $-7.2M | $1.3B | ||
| Q3 24 | $101.8M | $304.7M | ||
| Q2 24 | $108.8M | $425.6M | ||
| Q1 24 | $97.2M | $294.5M |
| Q4 25 | $-20.6M | $833.3M | ||
| Q3 25 | $-55.2M | $258.0M | ||
| Q2 25 | $-58.8M | $312.2M | ||
| Q1 25 | $-61.0M | $255.0M | ||
| Q4 24 | $-138.4M | $1.2B | ||
| Q3 24 | $-14.3M | $239.9M | ||
| Q2 24 | $-4.2M | $375.6M | ||
| Q1 24 | $-25.4M | $236.6M |
| Q4 25 | -4.6% | 115.8% | ||
| Q3 25 | -9.9% | 35.2% | ||
| Q2 25 | -10.4% | 44.7% | ||
| Q1 25 | -11.4% | 38.4% | ||
| Q4 24 | -30.6% | 179.9% | ||
| Q3 24 | -2.6% | 35.9% | ||
| Q2 24 | -0.7% | 56.9% | ||
| Q1 24 | -4.2% | 36.0% |
| Q4 25 | 17.5% | 63.7% | ||
| Q3 25 | 16.0% | 8.2% | ||
| Q2 25 | 27.2% | 8.0% | ||
| Q1 25 | 31.8% | 7.0% | ||
| Q4 24 | 29.0% | 12.6% | ||
| Q3 24 | 20.8% | 9.7% | ||
| Q2 24 | 19.2% | 7.6% | ||
| Q1 24 | 20.5% | 8.8% |
| Q4 25 | — | 3.49× | ||
| Q3 25 | 2.98× | 1.34× | ||
| Q2 25 | 4.41× | 1.63× | ||
| Q1 25 | 11.71× | 1.36× | ||
| Q4 24 | — | 7.47× | ||
| Q3 24 | 2.53× | 1.18× | ||
| Q2 24 | 2.63× | 2.61× | ||
| Q1 24 | 2.69× | 1.91× |
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% |
SBAC
暂无分部数据
