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Dave & Buster's Entertainment, Inc.（PLAY）与SLM Corp（SLM）财务数据对比。点击上方公司名可切换其他公司
SLM Corp的季度营收约是Dave & Buster's Entertainment, Inc.的1.2倍（$560.0M vs $448.2M），SLM Corp净利率更高（55.0% vs -9.4%，领先64.4%），过去两年SLM Corp的营收复合增速更高（22.7% 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。
尼康旗下SLM Solutions AG总部位于德国吕贝克，是金属3D打印机领域的上市生产商，共同拥有SLM文字商标，集团股份自2014年5月9日起在法兰克福证券交易所高级市场板块挂牌交易。
PLAY vs SLM — 直观对比
营收规模更大
SLM
是对方的1.2倍
$448.2M
净利率更高
SLM
高出64.4%
-9.4%
两年增速更快
SLM
近两年复合增速
-13.5%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $448.2M | $560.0M |
| 净利润 | $-42.1M | $308.0M |
| 毛利率 | 85.8% | — |
| 营业利润率 | -3.6% | 69.6% |
| 净利率 | -9.4% | 55.0% |
| 营收同比 | -1.1% | — |
| 净利润同比 | -28.7% | 1.0% |
| 每股收益（稀释后） | $-1.22 | $1.54 |
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PLAYSLM
| Q1 26 | — | $560.0M | ||
| Q4 25 | $448.2M | $377.1M | ||
| Q3 25 | $557.4M | $373.0M | ||
| Q2 25 | $567.7M | $376.8M | ||
| Q1 25 | $534.5M | $375.0M | ||
| Q4 24 | $453.0M | $362.2M | ||
| Q3 24 | $557.1M | $359.4M | ||
| Q2 24 | $588.1M | $372.2M |
净利润PLAYSLM
| Q1 26 | — | $308.0M | ||
| Q4 25 | $-42.1M | $233.2M | ||
| Q3 25 | $11.4M | $135.8M | ||
| Q2 25 | $21.7M | $71.3M | ||
| Q1 25 | $9.3M | $304.5M | ||
| Q4 24 | $-32.7M | $111.6M | ||
| Q3 24 | $40.3M | $-45.2M | ||
| Q2 24 | $41.4M | $252.0M |
毛利率PLAYSLM
| 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PLAYSLM
| Q1 26 | — | 69.6% | ||
| Q4 25 | -3.6% | 83.8% | ||
| Q3 25 | 9.5% | 49.8% | ||
| Q2 25 | 11.1% | 23.3% | ||
| Q1 25 | 8.3% | — | ||
| Q4 24 | 1.4% | 36.5% | ||
| Q3 24 | 15.2% | -16.6% | ||
| Q2 24 | 14.5% | 91.0% |
净利率PLAYSLM
| Q1 26 | — | 55.0% | ||
| Q4 25 | -9.4% | 61.8% | ||
| Q3 25 | 2.0% | 36.4% | ||
| Q2 25 | 3.8% | 18.9% | ||
| Q1 25 | 1.7% | 81.2% | ||
| Q4 24 | -7.2% | 30.8% | ||
| Q3 24 | 7.2% | -12.6% | ||
| Q2 24 | 7.0% | 67.7% |
每股收益（稀释后）PLAYSLM
| Q1 26 | — | $1.54 | ||
| Q4 25 | $-1.22 | $1.11 | ||
| Q3 25 | $0.32 | $0.63 | ||
| Q2 25 | $0.62 | $0.32 | ||
| Q1 25 | $0.32 | $1.40 | ||
| Q4 24 | $-0.84 | $0.53 | ||
| Q3 24 | $0.99 | $-0.23 | ||
| Q2 24 | $0.99 | $1.11 |
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 | $5.2B |
| 总债务越低越好 | $1.6B | $6.2B |
| 股东权益账面价值 | $130.8M | $2.4B |
| 总资产 | $4.1B | $29.4B |
| 负债/权益比越低杠杆越低 | 12.17× | 2.53× |
8季度趋势，按日历期对齐
现金及短期投资PLAYSLM
| Q1 26 | — | $5.2B | ||
| Q4 25 | $13.6M | $4.2B | ||
| Q3 25 | $12.0M | $3.5B | ||
| Q2 25 | $11.9M | $4.1B | ||
| Q1 25 | $6.9M | $3.7B | ||
| Q4 24 | $8.6M | $4.7B | ||
| Q3 24 | $13.1M | $4.5B | ||
| Q2 24 | $32.1M | $5.3B |
总债务PLAYSLM
| Q1 26 | — | $6.2B | ||
| Q4 25 | $1.6B | $5.4B | ||
| Q3 25 | $1.6B | $6.8B | ||
| Q2 25 | $1.6B | $6.4B | ||
| Q1 25 | $1.5B | $6.1B | ||
| Q4 24 | $1.5B | $6.4B | ||
| Q3 24 | $1.3B | $6.0B | ||
| Q2 24 | $1.3B | $5.4B |
股东权益PLAYSLM
| Q1 26 | — | $2.4B | ||
| Q4 25 | $130.8M | $2.5B | ||
| Q3 25 | $166.2M | $2.3B | ||
| Q2 25 | $146.8M | $2.4B | ||
| Q1 25 | $145.8M | $2.4B | ||
| Q4 24 | $226.6M | $2.2B | ||
| Q3 24 | $284.4M | $2.1B | ||
| Q2 24 | $292.5M | $2.3B |
总资产PLAYSLM
| Q1 26 | — | $29.4B | ||
| Q4 25 | $4.1B | $29.7B | ||
| Q3 25 | $4.1B | $29.6B | ||
| Q2 25 | $4.1B | $29.6B | ||
| Q1 25 | $4.0B | $28.9B | ||
| Q4 24 | $3.9B | $30.1B | ||
| Q3 24 | $3.8B | $30.0B | ||
| Q2 24 | $3.8B | $28.8B |
负债/权益比PLAYSLM
| Q1 26 | — | 2.53× | ||
| Q4 25 | 12.17× | 2.19× | ||
| Q3 25 | 9.57× | 2.92× | ||
| Q2 25 | 10.98× | 2.70× | ||
| Q1 25 | 10.45× | 2.56× | ||
| Q4 24 | 6.58× | 2.98× | ||
| Q3 24 | 4.72× | 2.83× | ||
| Q2 24 | 4.58× | 2.37× |
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PLAYSLM
| Q1 26 | — | — | ||
| Q4 25 | $58.0M | $-64.5M | ||
| Q3 25 | $34.0M | $-49.3M | ||
| Q2 25 | $95.8M | $-138.7M | ||
| Q1 25 | $108.9M | $-146.1M | ||
| Q4 24 | $-7.2M | $4.5M | ||
| Q3 24 | $101.8M | $-113.4M | ||
| Q2 24 | $108.8M | $-143.8M |
自由现金流PLAYSLM
| Q1 26 | — | — | ||
| Q4 25 | $-20.6M | — | ||
| Q3 25 | $-55.2M | — | ||
| Q2 25 | $-58.8M | — | ||
| Q1 25 | $-61.0M | — | ||
| Q4 24 | $-138.4M | — | ||
| Q3 24 | $-14.3M | — | ||
| Q2 24 | $-4.2M | — |
自由现金流率PLAYSLM
| Q1 26 | — | — | ||
| Q4 25 | -4.6% | — | ||
| Q3 25 | -9.9% | — | ||
| Q2 25 | -10.4% | — | ||
| Q1 25 | -11.4% | — | ||
| Q4 24 | -30.6% | — | ||
| Q3 24 | -2.6% | — | ||
| Q2 24 | -0.7% | — |
资本支出强度PLAYSLM
| Q1 26 | — | — | ||
| Q4 25 | 17.5% | — | ||
| Q3 25 | 16.0% | — | ||
| Q2 25 | 27.2% | — | ||
| Q1 25 | 31.8% | — | ||
| Q4 24 | 29.0% | — | ||
| Q3 24 | 20.8% | — | ||
| Q2 24 | 19.2% | — |
现金转化率PLAYSLM
| Q1 26 | — | — | ||
| Q4 25 | — | -0.28× | ||
| Q3 25 | 2.98× | -0.36× | ||
| Q2 25 | 4.41× | -1.95× | ||
| Q1 25 | 11.71× | -0.48× | ||
| Q4 24 | — | 0.04× | ||
| Q3 24 | 2.53× | — | ||
| Q2 24 | 2.63× | -0.57× |
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% |
SLM
| Net Interest Income | $375.0M | 67% |
| Noninterest Income | $185.0M | 33% |
