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Dave & Buster's Entertainment, Inc.（PLAY）与STANDARD MOTOR PRODUCTS, INC.（SMP）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STANDARD MOTOR PRODUCTS, INC.的1.2倍（$448.2M vs $385.1M），STANDARD MOTOR PRODUCTS, INC.净利率更高（2.0% vs -9.4%，领先11.4%），STANDARD MOTOR PRODUCTS, INC.同比增速更快（12.2% vs -1.1%），Dave & Buster's Entertainment, Inc.自由现金流更多（$-20.6M vs $-37.6M），过去两年STANDARD MOTOR PRODUCTS, INC.的营收复合增速更高（7.8% 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。
标准汽车产品公司（SMP）是一家汽车零部件制造商与经销商，由埃利亚斯·法伊夫和拉尔夫·范艾伦于1919年合伙创立，1926年完成法人注册，总部位于纽约长岛市，在纽约证券交易所上市。公司目前设有车辆控制、温控、工程解决方案和尼森斯四大运营板块，为汽车售后市场供应相关零部件产品。
PLAY vs SMP — 直观对比
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $448.2M | $385.1M |
| 净利润 | $-42.1M | $7.9M |
| 毛利率 | 85.8% | 31.7% |
| 营业利润率 | -3.6% | 5.6% |
| 净利率 | -9.4% | 2.0% |
| 营收同比 | -1.1% | 12.2% |
| 净利润同比 | -28.7% | 457.9% |
| 每股收益（稀释后） | $-1.22 | $0.34 |
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 | $385.1M | ||
| Q3 25 | $557.4M | $498.8M | ||
| Q2 25 | $567.7M | $493.9M | ||
| Q1 25 | $534.5M | $413.4M | ||
| Q4 24 | $453.0M | $343.4M | ||
| Q3 24 | $557.1M | $399.3M | ||
| Q2 24 | $588.1M | $389.8M | ||
| Q1 24 | $599.0M | $331.4M |
| Q4 25 | $-42.1M | $7.9M | ||
| Q3 25 | $11.4M | $-4.3M | ||
| Q2 25 | $21.7M | $25.2M | ||
| Q1 25 | $9.3M | $12.6M | ||
| Q4 24 | $-32.7M | $-2.2M | ||
| Q3 24 | $40.3M | $3.8M | ||
| Q2 24 | $41.4M | $17.1M | ||
| Q1 24 | $36.1M | $8.8M |
| Q4 25 | 85.8% | 31.7% | ||
| Q3 25 | 86.3% | 32.4% | ||
| Q2 25 | 85.5% | 30.6% | ||
| Q1 25 | 85.5% | 30.2% | ||
| Q4 24 | 85.0% | 29.4% | ||
| Q3 24 | 85.3% | 30.4% | ||
| Q2 24 | 85.2% | 28.6% | ||
| Q1 24 | 84.1% | 27.0% |
| Q4 25 | -3.6% | 5.6% | ||
| Q3 25 | 9.5% | 9.5% | ||
| Q2 25 | 11.1% | 8.7% | ||
| Q1 25 | 8.3% | 5.9% | ||
| Q4 24 | 1.4% | 1.1% | ||
| Q3 24 | 15.2% | 9.3% | ||
| Q2 24 | 14.5% | 6.4% | ||
| Q1 24 | 14.9% | 4.4% |
| Q4 25 | -9.4% | 2.0% | ||
| Q3 25 | 2.0% | -0.9% | ||
| Q2 25 | 3.8% | 5.1% | ||
| Q1 25 | 1.7% | 3.0% | ||
| Q4 24 | -7.2% | -0.6% | ||
| Q3 24 | 7.2% | 1.0% | ||
| Q2 24 | 7.0% | 4.4% | ||
| Q1 24 | 6.0% | 2.7% |
| Q4 25 | $-1.22 | $0.34 | ||
| Q3 25 | $0.32 | $-0.19 | ||
| Q2 25 | $0.62 | $1.13 | ||
| Q1 25 | $0.32 | $0.56 | ||
| Q4 24 | $-0.84 | $-0.09 | ||
| Q3 24 | $0.99 | $0.17 | ||
| Q2 24 | $0.99 | $0.77 | ||
| Q1 24 | $0.95 | $0.39 |
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 | — |
| 总债务越低越好 | $1.6B | $618.7M |
| 股东权益账面价值 | $130.8M | $683.7M |
| 总资产 | $4.1B | $2.0B |
| 负债/权益比越低杠杆越低 | 12.17× | 0.90× |
8季度趋势，按日历期对齐
| Q4 25 | $13.6M | — | ||
| Q3 25 | $12.0M | $87.2M | ||
| Q2 25 | $11.9M | $58.8M | ||
| Q1 25 | $6.9M | $50.3M | ||
| Q4 24 | $8.6M | $44.4M | ||
| Q3 24 | $13.1M | $26.3M | ||
| Q2 24 | $32.1M | $26.2M | ||
| Q1 24 | $37.3M | $27.1M |
| Q4 25 | $1.6B | $618.7M | ||
| Q3 25 | $1.6B | $589.5M | ||
| Q2 25 | $1.6B | $636.6M | ||
| Q1 25 | $1.5B | $650.6M | ||
| Q4 24 | $1.5B | $562.3M | ||
| Q3 24 | $1.3B | $142.8M | ||
| Q2 24 | $1.3B | $208.2M | ||
| Q1 24 | $1.3B | $214.9M |
| Q4 25 | $130.8M | $683.7M | ||
| Q3 25 | $166.2M | $677.4M | ||
| Q2 25 | $146.8M | $688.6M | ||
| Q1 25 | $145.8M | $638.0M | ||
| Q4 24 | $226.6M | $615.7M | ||
| Q3 24 | $284.4M | $638.8M | ||
| Q2 24 | $292.5M | $640.0M | ||
| Q1 24 | $251.2M | $639.1M |
| Q4 25 | $4.1B | $2.0B | ||
| Q3 25 | $4.1B | $2.0B | ||
| Q2 25 | $4.1B | $2.0B | ||
| Q1 25 | $4.0B | $1.9B | ||
| Q4 24 | $3.9B | $1.8B | ||
| Q3 24 | $3.8B | $1.4B | ||
| Q2 24 | $3.8B | $1.4B | ||
| Q1 24 | $3.8B | $1.4B |
| Q4 25 | 12.17× | 0.90× | ||
| Q3 25 | 9.57× | 0.87× | ||
| Q2 25 | 10.98× | 0.92× | ||
| Q1 25 | 10.45× | 1.02× | ||
| Q4 24 | 6.58× | 0.91× | ||
| Q3 24 | 4.72× | 0.22× | ||
| Q2 24 | 4.58× | 0.33× | ||
| Q1 24 | 5.33× | 0.34× |
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 | $-28.2M |
| 自由现金流经营现金流 - 资本支出 | $-20.6M | $-37.6M |
| 自由现金流率自由现金流/营收 | -4.6% | -9.8% |
| 资本支出强度资本支出/营收 | 17.5% | 2.4% |
| 现金转化率经营现金流/净利润 | — | -3.59× |
| 过去12个月自由现金流最近4个季度 | $-195.6M | $18.7M |
8季度趋势，按日历期对齐
| Q4 25 | $58.0M | $-28.2M | ||
| Q3 25 | $34.0M | $91.6M | ||
| Q2 25 | $95.8M | $54.3M | ||
| Q1 25 | $108.9M | $-60.2M | ||
| Q4 24 | $-7.2M | $-1.5M | ||
| Q3 24 | $101.8M | $88.3M | ||
| Q2 24 | $108.8M | $35.6M | ||
| Q1 24 | $97.2M | $-45.7M |
| Q4 25 | $-20.6M | $-37.6M | ||
| Q3 25 | $-55.2M | $81.5M | ||
| Q2 25 | $-58.8M | $44.2M | ||
| Q1 25 | $-61.0M | $-69.4M | ||
| Q4 24 | $-138.4M | $-11.4M | ||
| Q3 24 | $-14.3M | $77.1M | ||
| Q2 24 | $-4.2M | $22.7M | ||
| Q1 24 | $-25.4M | $-55.8M |
| Q4 25 | -4.6% | -9.8% | ||
| Q3 25 | -9.9% | 16.3% | ||
| Q2 25 | -10.4% | 8.9% | ||
| Q1 25 | -11.4% | -16.8% | ||
| Q4 24 | -30.6% | -3.3% | ||
| Q3 24 | -2.6% | 19.3% | ||
| Q2 24 | -0.7% | 5.8% | ||
| Q1 24 | -4.2% | -16.8% |
| Q4 25 | 17.5% | 2.4% | ||
| Q3 25 | 16.0% | 2.0% | ||
| Q2 25 | 27.2% | 2.1% | ||
| Q1 25 | 31.8% | 2.2% | ||
| Q4 24 | 29.0% | 2.9% | ||
| Q3 24 | 20.8% | 2.8% | ||
| Q2 24 | 19.2% | 3.3% | ||
| Q1 24 | 20.5% | 3.0% |
| Q4 25 | — | -3.59× | ||
| Q3 25 | 2.98× | — | ||
| Q2 25 | 4.41× | 2.15× | ||
| Q1 25 | 11.71× | -4.79× | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.53× | 23.19× | ||
| Q2 24 | 2.63× | 2.09× | ||
| Q1 24 | 2.69× | -5.18× |
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% |
SMP
| Engineered Solutions | $66.1M | 17% |
| Electrical And Safety | $63.6M | 17% |
| Temperature Control | $61.5M | 16% |
| Europe Excluding Poland | $55.5M | 14% |
| Other Thermal Components | $30.7M | 8% |
| Air Conditioning | $22.7M | 6% |
| Commercial Vehicle | $19.7M | 5% |
| All Other | $18.9M | 5% |
| PL | $16.0M | 4% |
| Wire Sets And Other | $11.9M | 3% |
| Engine Efficiency | $10.0M | 3% |
| Construction Agriculture | $7.8M | 2% |
