vs
Dave & Buster's Entertainment, Inc.（PLAY）与SM Energy Co（SM）财务数据对比。点击上方公司名可切换其他公司
SM Energy Co的季度营收约是Dave & Buster's Entertainment, Inc.的1.6倍（$704.9M vs $448.2M），Dave & Buster's Entertainment, Inc.同比增速更快（-1.1% vs -17.3%），过去两年SM Energy Co的营收复合增速更高（12.2% 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。
SM能源公司是一家专注于油气勘探开发的能源企业，注册地位于美国特拉华州，总部设立在科罗拉多州丹佛市，业务围绕 hydrocarbon 资源的勘探布局，在能源勘探领域拥有成熟的运营经验。
PLAY vs SM — 直观对比
营收规模更大
SM
是对方的1.6倍
$448.2M
营收增速更快
PLAY
高出16.2%
-17.3%
两年增速更快
SM
近两年复合增速
-13.5%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $448.2M | $704.9M |
| 净利润 | $-42.1M | — |
| 毛利率 | 85.8% | — |
| 营业利润率 | -3.6% | 25.9% |
| 净利率 | -9.4% | — |
| 营收同比 | -1.1% | -17.3% |
| 净利润同比 | -28.7% | — |
| 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PLAYSM
| Q4 25 | $448.2M | $704.9M | ||
| Q3 25 | $557.4M | $811.6M | ||
| Q2 25 | $567.7M | $792.9M | ||
| Q1 25 | $534.5M | $844.5M | ||
| Q4 24 | $453.0M | $852.0M | ||
| Q3 24 | $557.1M | $643.6M | ||
| Q2 24 | $588.1M | $634.6M | ||
| Q1 24 | $599.0M | $559.9M |
净利润PLAYSM
| Q4 25 | $-42.1M | — | ||
| Q3 25 | $11.4M | $155.1M | ||
| Q2 25 | $21.7M | $201.7M | ||
| Q1 25 | $9.3M | $182.3M | ||
| Q4 24 | $-32.7M | — | ||
| Q3 24 | $40.3M | $240.5M | ||
| Q2 24 | $41.4M | $210.3M | ||
| Q1 24 | $36.1M | $131.2M |
毛利率PLAYSM
| 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% | — | ||
| Q1 24 | 84.1% | — |
营业利润率PLAYSM
| Q4 25 | -3.6% | 25.9% | ||
| Q3 25 | 9.5% | 30.4% | ||
| Q2 25 | 11.1% | 37.2% | ||
| Q1 25 | 8.3% | 32.7% | ||
| Q4 24 | 1.4% | 33.7% | ||
| Q3 24 | 15.2% | 51.4% | ||
| Q2 24 | 14.5% | 44.0% | ||
| Q1 24 | 14.9% | 31.9% |
净利率PLAYSM
| Q4 25 | -9.4% | — | ||
| Q3 25 | 2.0% | 19.1% | ||
| Q2 25 | 3.8% | 25.4% | ||
| Q1 25 | 1.7% | 21.6% | ||
| Q4 24 | -7.2% | — | ||
| Q3 24 | 7.2% | 37.4% | ||
| Q2 24 | 7.0% | 33.1% | ||
| Q1 24 | 6.0% | 23.4% |
每股收益（稀释后）PLAYSM
| Q4 25 | $-1.22 | $0.94 | ||
| Q3 25 | $0.32 | $1.35 | ||
| Q2 25 | $0.62 | $1.76 | ||
| Q1 25 | $0.32 | $1.59 | ||
| Q4 24 | $-0.84 | $1.63 | ||
| Q3 24 | $0.99 | $2.09 | ||
| Q2 24 | $0.99 | $1.82 | ||
| Q1 24 | $0.95 | $1.13 |
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 | $368.0M |
| 总债务越低越好 | $1.6B | — |
| 股东权益账面价值 | $130.8M | $4.8B |
| 总资产 | $4.1B | $9.3B |
| 负债/权益比越低杠杆越低 | 12.17× | — |
8季度趋势，按日历期对齐
现金及短期投资PLAYSM
| Q4 25 | $13.6M | $368.0M | ||
| Q3 25 | $12.0M | $162.3M | ||
| Q2 25 | $11.9M | $101.9M | ||
| Q1 25 | $6.9M | $54.0K | ||
| Q4 24 | $8.6M | — | ||
| Q3 24 | $13.1M | $1.7B | ||
| Q2 24 | $32.1M | $487.9M | ||
| Q1 24 | $37.3M | $506.3M |
总债务PLAYSM
| Q4 25 | $1.6B | — | ||
| Q3 25 | $1.6B | — | ||
| Q2 25 | $1.6B | — | ||
| Q1 25 | $1.5B | — | ||
| Q4 24 | $1.5B | — | ||
| Q3 24 | $1.3B | — | ||
| Q2 24 | $1.3B | — | ||
| Q1 24 | $1.3B | — |
股东权益PLAYSM
| Q4 25 | $130.8M | $4.8B | ||
| Q3 25 | $166.2M | $4.7B | ||
| Q2 25 | $146.8M | $4.6B | ||
| Q1 25 | $145.8M | $4.4B | ||
| Q4 24 | $226.6M | $4.2B | ||
| Q3 24 | $284.4M | $4.1B | ||
| Q2 24 | $292.5M | $3.8B | ||
| Q1 24 | $251.2M | $3.7B |
总资产PLAYSM
| Q4 25 | $4.1B | $9.3B | ||
| Q3 25 | $4.1B | $9.1B | ||
| Q2 25 | $4.1B | $9.0B | ||
| Q1 25 | $4.0B | $8.8B | ||
| Q4 24 | $3.9B | $8.6B | ||
| Q3 24 | $3.8B | $8.0B | ||
| Q2 24 | $3.8B | $6.7B | ||
| Q1 24 | $3.8B | $6.4B |
负债/权益比PLAYSM
| 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 | $451.9M |
| 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PLAYSM
| Q4 25 | $58.0M | $451.9M | ||
| Q3 25 | $34.0M | $505.0M | ||
| Q2 25 | $95.8M | $571.1M | ||
| Q1 25 | $108.9M | $483.0M | ||
| Q4 24 | $-7.2M | $578.4M | ||
| Q3 24 | $101.8M | $452.3M | ||
| Q2 24 | $108.8M | $476.4M | ||
| Q1 24 | $97.2M | $276.0M |
自由现金流PLAYSM
| 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 | — | ||
| Q1 24 | $-25.4M | — |
自由现金流率PLAYSM
| 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% | — | ||
| Q1 24 | -4.2% | — |
资本支出强度PLAYSM
| 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% | — | ||
| Q1 24 | 20.5% | — |
现金转化率PLAYSM
| Q4 25 | — | — | ||
| Q3 25 | 2.98× | 3.26× | ||
| Q2 25 | 4.41× | 2.83× | ||
| Q1 25 | 11.71× | 2.65× | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.53× | 1.88× | ||
| Q2 24 | 2.63× | 2.27× | ||
| Q1 24 | 2.69× | 2.10× |
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% |
SM
暂无分部数据
