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Dave & Buster's Entertainment, Inc.（PLAY）与Simpson Manufacturing Co., Inc.（SSD）财务数据对比。点击上方公司名可切换其他公司
Simpson Manufacturing Co., Inc.的季度营收约是Dave & Buster's Entertainment, Inc.的1.3倍（$588.0M vs $448.2M），Simpson Manufacturing Co., Inc.净利率更高（15.0% vs -9.4%，领先24.4%），Simpson Manufacturing Co., Inc.同比增速更快（9.1% vs -1.1%），过去两年Simpson Manufacturing Co., Inc.的营收复合增速更高（-0.8% 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。
辛普森制造是美国领先的建筑材料生产企业，主营面向新建建筑及改造翻新项目的结构连接件、紧固件、锚固件等专业产品，在建筑配套材料领域具备深厚的技术积累与较高的市场认可度。
PLAY vs SSD — 直观对比
营收规模更大
SSD
是对方的1.3倍
$448.2M
营收增速更快
SSD
高出10.2%
-1.1%
净利率更高
SSD
高出24.4%
-9.4%
两年增速更快
SSD
近两年复合增速
-13.5%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $448.2M | $588.0M |
| 净利润 | $-42.1M | $88.2M |
| 毛利率 | 85.8% | 45.2% |
| 营业利润率 | -3.6% | 19.5% |
| 净利率 | -9.4% | 15.0% |
| 营收同比 | -1.1% | 9.1% |
| 净利润同比 | -28.7% | 13.3% |
| 每股收益（稀释后） | $-1.22 | $2.13 |
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PLAYSSD
| Q1 26 | — | $588.0M | ||
| Q4 25 | $448.2M | $539.3M | ||
| Q3 25 | $557.4M | $623.5M | ||
| Q2 25 | $567.7M | $631.1M | ||
| Q1 25 | $534.5M | $538.9M | ||
| Q4 24 | $453.0M | $517.4M | ||
| Q3 24 | $557.1M | $587.2M | ||
| Q2 24 | $588.1M | $597.0M |
净利润PLAYSSD
| Q1 26 | — | $88.2M | ||
| Q4 25 | $-42.1M | $56.2M | ||
| Q3 25 | $11.4M | $107.4M | ||
| Q2 25 | $21.7M | $103.5M | ||
| Q1 25 | $9.3M | $77.9M | ||
| Q4 24 | $-32.7M | $55.4M | ||
| Q3 24 | $40.3M | $93.5M | ||
| Q2 24 | $41.4M | $97.8M |
毛利率PLAYSSD
| Q1 26 | — | 45.2% | ||
| Q4 25 | 85.8% | 43.4% | ||
| Q3 25 | 86.3% | 46.4% | ||
| Q2 25 | 85.5% | 46.7% | ||
| Q1 25 | 85.5% | 46.8% | ||
| Q4 24 | 85.0% | 44.0% | ||
| Q3 24 | 85.3% | 46.8% | ||
| Q2 24 | 85.2% | 46.7% |
营业利润率PLAYSSD
| Q1 26 | — | 19.5% | ||
| Q4 25 | -3.6% | 13.9% | ||
| Q3 25 | 9.5% | 22.6% | ||
| Q2 25 | 11.1% | 22.2% | ||
| Q1 25 | 8.3% | 19.0% | ||
| Q4 24 | 1.4% | 14.8% | ||
| Q3 24 | 15.2% | 21.3% | ||
| Q2 24 | 14.5% | 22.1% |
净利率PLAYSSD
| Q1 26 | — | 15.0% | ||
| Q4 25 | -9.4% | 10.4% | ||
| Q3 25 | 2.0% | 17.2% | ||
| Q2 25 | 3.8% | 16.4% | ||
| Q1 25 | 1.7% | 14.5% | ||
| Q4 24 | -7.2% | 10.7% | ||
| Q3 24 | 7.2% | 15.9% | ||
| Q2 24 | 7.0% | 16.4% |
每股收益（稀释后）PLAYSSD
| Q1 26 | — | $2.13 | ||
| Q4 25 | $-1.22 | $1.34 | ||
| Q3 25 | $0.32 | $2.58 | ||
| Q2 25 | $0.62 | $2.47 | ||
| Q1 25 | $0.32 | $1.85 | ||
| Q4 24 | $-0.84 | $1.31 | ||
| Q3 24 | $0.99 | $2.21 | ||
| Q2 24 | $0.99 | $2.31 |
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 | $341.0M |
| 总债务越低越好 | $1.6B | — |
| 股东权益账面价值 | $130.8M | $2.1B |
| 总资产 | $4.1B | $3.0B |
| 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PLAYSSD
| Q1 26 | — | $341.0M | ||
| Q4 25 | $13.6M | $384.1M | ||
| Q3 25 | $12.0M | $297.3M | ||
| Q2 25 | $11.9M | $190.4M | ||
| Q1 25 | $6.9M | $150.3M | ||
| Q4 24 | $8.6M | $239.4M | ||
| Q3 24 | $13.1M | $339.4M | ||
| Q2 24 | $32.1M | $354.9M |
总债务PLAYSSD
| Q1 26 | — | — | ||
| Q4 25 | $1.6B | $300.0M | ||
| Q3 25 | $1.6B | $371.3M | ||
| Q2 25 | $1.6B | $376.9M | ||
| Q1 25 | $1.5B | $382.5M | ||
| Q4 24 | $1.5B | $388.1M | ||
| Q3 24 | $1.3B | $393.8M | ||
| Q2 24 | $1.3B | $399.4M |
股东权益PLAYSSD
| Q1 26 | — | $2.1B | ||
| Q4 25 | $130.8M | $2.0B | ||
| Q3 25 | $166.2M | $2.0B | ||
| Q2 25 | $146.8M | $1.9B | ||
| Q1 25 | $145.8M | $1.9B | ||
| Q4 24 | $226.6M | $1.8B | ||
| Q3 24 | $284.4M | $1.9B | ||
| Q2 24 | $292.5M | $1.8B |
总资产PLAYSSD
| Q1 26 | — | $3.0B | ||
| Q4 25 | $4.1B | $3.1B | ||
| Q3 25 | $4.1B | $3.0B | ||
| Q2 25 | $4.1B | $3.0B | ||
| Q1 25 | $4.0B | $2.8B | ||
| Q4 24 | $3.9B | $2.7B | ||
| Q3 24 | $3.8B | $2.9B | ||
| Q2 24 | $3.8B | $2.8B |
负债/权益比PLAYSSD
| Q1 26 | — | — | ||
| Q4 25 | 12.17× | 0.15× | ||
| Q3 25 | 9.57× | 0.19× | ||
| Q2 25 | 10.98× | 0.20× | ||
| Q1 25 | 10.45× | 0.21× | ||
| Q4 24 | 6.58× | 0.21× | ||
| Q3 24 | 4.72× | 0.21× | ||
| Q2 24 | 4.58× | 0.23× |
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PLAYSSD
| Q1 26 | — | — | ||
| Q4 25 | $58.0M | $155.7M | ||
| Q3 25 | $34.0M | $170.2M | ||
| Q2 25 | $95.8M | $125.2M | ||
| Q1 25 | $108.9M | $7.6M | ||
| Q4 24 | $-7.2M | $115.8M | ||
| Q3 24 | $101.8M | $103.3M | ||
| Q2 24 | $108.8M | $111.1M |
自由现金流PLAYSSD
| Q1 26 | — | — | ||
| Q4 25 | $-20.6M | $119.0M | ||
| Q3 25 | $-55.2M | $133.9M | ||
| Q2 25 | $-58.8M | $87.3M | ||
| Q1 25 | $-61.0M | $-42.6M | ||
| Q4 24 | $-138.4M | $60.3M | ||
| Q3 24 | $-14.3M | $58.1M | ||
| Q2 24 | $-4.2M | $70.9M |
自由现金流率PLAYSSD
| Q1 26 | — | — | ||
| Q4 25 | -4.6% | 22.1% | ||
| Q3 25 | -9.9% | 21.5% | ||
| Q2 25 | -10.4% | 13.8% | ||
| Q1 25 | -11.4% | -7.9% | ||
| Q4 24 | -30.6% | 11.7% | ||
| Q3 24 | -2.6% | 9.9% | ||
| Q2 24 | -0.7% | 11.9% |
资本支出强度PLAYSSD
| Q1 26 | — | — | ||
| Q4 25 | 17.5% | 6.8% | ||
| Q3 25 | 16.0% | 5.8% | ||
| Q2 25 | 27.2% | 6.0% | ||
| Q1 25 | 31.8% | 9.3% | ||
| Q4 24 | 29.0% | 10.7% | ||
| Q3 24 | 20.8% | 7.7% | ||
| Q2 24 | 19.2% | 6.7% |
现金转化率PLAYSSD
| Q1 26 | — | — | ||
| Q4 25 | — | 2.77× | ||
| Q3 25 | 2.98× | 1.58× | ||
| Q2 25 | 4.41× | 1.21× | ||
| Q1 25 | 11.71× | 0.10× | ||
| Q4 24 | — | 2.09× | ||
| Q3 24 | 2.53× | 1.10× | ||
| Q2 24 | 2.63× | 1.14× |
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% |
SSD
暂无分部数据
