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Dave & Buster's Entertainment, Inc.（PLAY）与STEWART INFORMATION SERVICES CORP（STC）财务数据对比。点击上方公司名可切换其他公司
STEWART INFORMATION SERVICES CORP的季度营收约是Dave & Buster's Entertainment, Inc.的1.7倍（$764.6M vs $448.2M），STEWART INFORMATION SERVICES CORP净利率更高（2.2% vs -9.4%，领先11.6%），STEWART INFORMATION SERVICES CORP同比增速更快（27.7% vs -1.1%），过去两年STEWART INFORMATION SERVICES CORP的营收复合增速更高（12.7% 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。
斯图尔特信息服务公司（STC）是一家主营房地产信息、产权保险及交易管理服务的企业，旗下全资子公司斯图尔特产权担保公司、斯图尔特产权公司通过直营网点、斯图尔特可信供应商网络内的独立代理机构及合作企业，为美国及全球市场提供相关产品与服务，总部位于得克萨斯州休斯敦，现有员工约6350人。
PLAY vs STC — 直观对比
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $448.2M | $764.6M |
| 净利润 | $-42.1M | $17.0M |
| 毛利率 | 85.8% | — |
| 营业利润率 | -3.6% | — |
| 净利率 | -9.4% | 2.2% |
| 营收同比 | -1.1% | 27.7% |
| 净利润同比 | -28.7% | 448.4% |
| 每股收益（稀释后） | $-1.22 | — |
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
| Q1 26 | — | $764.6M | ||
| Q4 25 | $448.2M | $790.6M | ||
| Q3 25 | $557.4M | $796.9M | ||
| Q2 25 | $567.7M | $722.2M | ||
| Q1 25 | $534.5M | $612.0M | ||
| Q4 24 | $453.0M | $665.9M | ||
| Q3 24 | $557.1M | $667.9M | ||
| Q2 24 | $588.1M | $602.2M |
| Q1 26 | — | $17.0M | ||
| Q4 25 | $-42.1M | $36.3M | ||
| Q3 25 | $11.4M | $44.3M | ||
| Q2 25 | $21.7M | $31.9M | ||
| Q1 25 | $9.3M | $3.1M | ||
| Q4 24 | $-32.7M | $22.7M | ||
| Q3 24 | $40.3M | $30.1M | ||
| Q2 24 | $41.4M | $17.3M |
| 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% | — |
| Q1 26 | — | — | ||
| Q4 25 | -3.6% | 6.5% | ||
| Q3 25 | 9.5% | 7.7% | ||
| Q2 25 | 11.1% | 6.5% | ||
| Q1 25 | 8.3% | 1.0% | ||
| Q4 24 | 1.4% | 5.3% | ||
| Q3 24 | 15.2% | 6.4% | ||
| Q2 24 | 14.5% | 4.8% |
| Q1 26 | — | 2.2% | ||
| Q4 25 | -9.4% | 4.6% | ||
| Q3 25 | 2.0% | 5.6% | ||
| Q2 25 | 3.8% | 4.4% | ||
| Q1 25 | 1.7% | 0.5% | ||
| Q4 24 | -7.2% | 3.4% | ||
| Q3 24 | 7.2% | 4.5% | ||
| Q2 24 | 7.0% | 2.9% |
| Q1 26 | — | — | ||
| Q4 25 | $-1.22 | $1.26 | ||
| Q3 25 | $0.32 | $1.55 | ||
| Q2 25 | $0.62 | $1.13 | ||
| Q1 25 | $0.32 | $0.11 | ||
| Q4 24 | $-0.84 | $0.81 | ||
| Q3 24 | $0.99 | $1.07 | ||
| Q2 24 | $0.99 | $0.62 |
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 | $317.5M |
| 总债务越低越好 | $1.6B | — |
| 股东权益账面价值 | $130.8M | — |
| 总资产 | $4.1B | — |
| 负债/权益比越低杠杆越低 | 12.17× | — |
8季度趋势，按日历期对齐
| Q1 26 | — | $317.5M | ||
| Q4 25 | $13.6M | $369.7M | ||
| Q3 25 | $12.0M | $233.2M | ||
| Q2 25 | $11.9M | $223.8M | ||
| Q1 25 | $6.9M | $194.2M | ||
| Q4 24 | $8.6M | $257.5M | ||
| Q3 24 | $13.1M | $228.7M | ||
| Q2 24 | $32.1M | $176.7M |
| Q1 26 | — | — | ||
| Q4 25 | $1.6B | — | ||
| Q3 25 | $1.6B | — | ||
| Q2 25 | $1.6B | — | ||
| Q1 25 | $1.5B | — | ||
| Q4 24 | $1.5B | $445.8M | ||
| Q3 24 | $1.3B | — | ||
| Q2 24 | $1.3B | — |
| Q1 26 | — | — | ||
| Q4 25 | $130.8M | $1.6B | ||
| Q3 25 | $166.2M | $1.5B | ||
| Q2 25 | $146.8M | $1.4B | ||
| Q1 25 | $145.8M | $1.4B | ||
| Q4 24 | $226.6M | $1.4B | ||
| Q3 24 | $284.4M | $1.4B | ||
| Q2 24 | $292.5M | $1.4B |
| Q1 26 | — | — | ||
| Q4 25 | $4.1B | $3.3B | ||
| Q3 25 | $4.1B | $2.8B | ||
| Q2 25 | $4.1B | $2.8B | ||
| Q1 25 | $4.0B | $2.7B | ||
| Q4 24 | $3.9B | $2.7B | ||
| Q3 24 | $3.8B | $2.7B | ||
| Q2 24 | $3.8B | $2.6B |
| Q1 26 | — | — | ||
| Q4 25 | 12.17× | — | ||
| Q3 25 | 9.57× | — | ||
| Q2 25 | 10.98× | — | ||
| Q1 25 | 10.45× | — | ||
| Q4 24 | 6.58× | 0.32× | ||
| Q3 24 | 4.72× | — | ||
| Q2 24 | 4.58× | — |
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
| Q1 26 | — | — | ||
| Q4 25 | $58.0M | $89.5M | ||
| Q3 25 | $34.0M | $92.6M | ||
| Q2 25 | $95.8M | $53.4M | ||
| Q1 25 | $108.9M | $-29.9M | ||
| Q4 24 | $-7.2M | $68.0M | ||
| Q3 24 | $101.8M | $76.1M | ||
| Q2 24 | $108.8M | $21.1M |
| Q1 26 | — | — | ||
| Q4 25 | $-20.6M | $62.3M | ||
| Q3 25 | $-55.2M | $73.6M | ||
| Q2 25 | $-58.8M | $38.7M | ||
| Q1 25 | $-61.0M | $-42.2M | ||
| Q4 24 | $-138.4M | $55.6M | ||
| Q3 24 | $-14.3M | $67.4M | ||
| Q2 24 | $-4.2M | $11.9M |
| Q1 26 | — | — | ||
| Q4 25 | -4.6% | 7.9% | ||
| Q3 25 | -9.9% | 9.2% | ||
| Q2 25 | -10.4% | 5.4% | ||
| Q1 25 | -11.4% | -6.9% | ||
| Q4 24 | -30.6% | 8.4% | ||
| Q3 24 | -2.6% | 10.1% | ||
| Q2 24 | -0.7% | 2.0% |
| Q1 26 | — | — | ||
| Q4 25 | 17.5% | 3.4% | ||
| Q3 25 | 16.0% | 2.4% | ||
| Q2 25 | 27.2% | 2.0% | ||
| Q1 25 | 31.8% | 2.0% | ||
| Q4 24 | 29.0% | 1.9% | ||
| Q3 24 | 20.8% | 1.3% | ||
| Q2 24 | 19.2% | 1.5% |
| Q1 26 | — | — | ||
| Q4 25 | — | 2.47× | ||
| Q3 25 | 2.98× | 2.09× | ||
| Q2 25 | 4.41× | 1.67× | ||
| Q1 25 | 11.71× | -9.73× | ||
| Q4 24 | — | 2.99× | ||
| Q3 24 | 2.53× | 2.53× | ||
| Q2 24 | 2.63× | 1.22× |
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% |
STC
| Agency title | $333.0M | 44% |
| Direct title | $270.2M | 35% |
| Real estate solutions | $161.4M | 21% |
