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Dave & Buster's Entertainment, Inc.（PLAY）与STARWOOD PROPERTY TRUST, INC.（STWD）财务数据对比。点击上方公司名可切换其他公司
STARWOOD PROPERTY TRUST, INC.的季度营收约是Dave & Buster's Entertainment, Inc.的1.1倍（$492.9M vs $448.2M），STARWOOD PROPERTY TRUST, INC.净利率更高（19.7% vs -9.4%，领先29.1%），STARWOOD PROPERTY TRUST, INC.同比增速更快（8.5% vs -1.1%），过去两年STARWOOD PROPERTY TRUST, INC.的营收复合增速更高（-2.9% 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。
喜达屋酒店及度假村国际集团是全球规模最大的酒店企业之一，业务涵盖酒店、度假村、水疗中心、住宅及度假产权物业的持有、运营、特许经营与管理。集团前身为1969年成立的房地产投资信托基金，1995年完成收购重组，旗下共11个品牌，管理及特许经营的物业共计1297处。
PLAY vs STWD — 直观对比
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $448.2M | $492.9M |
| 净利润 | $-42.1M | $96.9M |
| 毛利率 | 85.8% | — |
| 营业利润率 | -3.6% | 26.6% |
| 净利率 | -9.4% | 19.7% |
| 营收同比 | -1.1% | 8.5% |
| 净利润同比 | -28.7% | 87.7% |
| 每股收益（稀释后） | $-1.22 | $0.25 |
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 | $492.9M | ||
| Q3 25 | $557.4M | $488.9M | ||
| Q2 25 | $567.7M | $444.3M | ||
| Q1 25 | $534.5M | $418.2M | ||
| Q4 24 | $453.0M | $454.4M | ||
| Q3 24 | $557.1M | $479.5M | ||
| Q2 24 | $588.1M | $489.8M | ||
| Q1 24 | $599.0M | $523.1M |
| Q4 25 | $-42.1M | $96.9M | ||
| Q3 25 | $11.4M | $72.6M | ||
| Q2 25 | $21.7M | $129.8M | ||
| Q1 25 | $9.3M | $112.3M | ||
| Q4 24 | $-32.7M | $51.6M | ||
| Q3 24 | $40.3M | $76.1M | ||
| Q2 24 | $41.4M | $77.9M | ||
| Q1 24 | $36.1M | $154.3M |
| 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% | — |
| Q4 25 | -3.6% | 26.6% | ||
| Q3 25 | 9.5% | 19.1% | ||
| Q2 25 | 11.1% | 30.5% | ||
| Q1 25 | 8.3% | 28.7% | ||
| Q4 24 | 1.4% | 15.1% | ||
| Q3 24 | 15.2% | 17.2% | ||
| Q2 24 | 14.5% | 19.1% | ||
| Q1 24 | 14.9% | 30.8% |
| Q4 25 | -9.4% | 19.7% | ||
| Q3 25 | 2.0% | 14.8% | ||
| Q2 25 | 3.8% | 29.2% | ||
| Q1 25 | 1.7% | 26.8% | ||
| Q4 24 | -7.2% | 11.4% | ||
| Q3 24 | 7.2% | 15.9% | ||
| Q2 24 | 7.0% | 15.9% | ||
| Q1 24 | 6.0% | 29.5% |
| Q4 25 | $-1.22 | $0.25 | ||
| Q3 25 | $0.32 | $0.19 | ||
| Q2 25 | $0.62 | $0.38 | ||
| Q1 25 | $0.32 | $0.33 | ||
| Q4 24 | $-0.84 | $0.15 | ||
| Q3 24 | $0.99 | $0.23 | ||
| Q2 24 | $0.99 | $0.24 | ||
| Q1 24 | $0.95 | $0.48 |
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 | $499.5M |
| 总债务越低越好 | $1.6B | — |
| 股东权益账面价值 | $130.8M | $6.8B |
| 总资产 | $4.1B | $63.2B |
| 负债/权益比越低杠杆越低 | 12.17× | — |
8季度趋势，按日历期对齐
| Q4 25 | $13.6M | $499.5M | ||
| Q3 25 | $12.0M | $301.1M | ||
| Q2 25 | $11.9M | $259.9M | ||
| Q1 25 | $6.9M | $440.6M | ||
| Q4 24 | $8.6M | $377.8M | ||
| Q3 24 | $13.1M | $357.9M | ||
| Q2 24 | $32.1M | $259.3M | ||
| Q1 24 | $37.3M | $327.4M |
| 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 | — |
| Q4 25 | $130.8M | $6.8B | ||
| Q3 25 | $166.2M | $6.9B | ||
| Q2 25 | $146.8M | $6.4B | ||
| Q1 25 | $145.8M | $6.4B | ||
| Q4 24 | $226.6M | $6.4B | ||
| Q3 24 | $284.4M | $6.5B | ||
| Q2 24 | $292.5M | $6.2B | ||
| Q1 24 | $251.2M | $6.3B |
| Q4 25 | $4.1B | $63.2B | ||
| Q3 25 | $4.1B | $62.4B | ||
| Q2 25 | $4.1B | $62.4B | ||
| Q1 25 | $4.0B | $62.2B | ||
| Q4 24 | $3.9B | $62.6B | ||
| Q3 24 | $3.8B | $64.2B | ||
| Q2 24 | $3.8B | $64.1B | ||
| Q1 24 | $3.8B | $66.2B |
| 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 | $488.8M |
| 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 | — | 5.04× |
| 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
| Q4 25 | $58.0M | $488.8M | ||
| Q3 25 | $34.0M | $337.6M | ||
| Q2 25 | $95.8M | $-87.4M | ||
| Q1 25 | $108.9M | $238.9M | ||
| Q4 24 | $-7.2M | $295.6M | ||
| Q3 24 | $101.8M | $241.8M | ||
| Q2 24 | $108.8M | $53.3M | ||
| Q1 24 | $97.2M | $55.9M |
| 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 | — |
| 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% | — |
| 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% | — |
| Q4 25 | — | 5.04× | ||
| Q3 25 | 2.98× | 4.65× | ||
| Q2 25 | 4.41× | -0.67× | ||
| Q1 25 | 11.71× | 2.13× | ||
| Q4 24 | — | 5.72× | ||
| Q3 24 | 2.53× | 3.18× | ||
| Q2 24 | 2.63× | 0.68× | ||
| Q1 24 | 2.69× | 0.36× |
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% |
STWD
| Commercial And Residential Lending Segment | $335.2M | 68% |
| Infrastructure Lending Segment | $70.3M | 14% |
| Property Segment | $57.8M | 12% |
| Other | $29.7M | 6% |
