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Dave & Buster's Entertainment, Inc.（PLAY）与Symbotic Inc.（SYM）财务数据对比。点击上方公司名可切换其他公司
Symbotic Inc.的季度营收约是Dave & Buster's Entertainment, Inc.的1.4倍（$630.0M vs $448.2M），Symbotic Inc.净利率更高（2.1% vs -9.4%，领先11.5%），Symbotic Inc.同比增速更快（29.4% vs -1.1%），Symbotic Inc.自由现金流更多（$189.5M vs $-20.6M），过去两年Symbotic Inc.的营收复合增速更高（13.2% 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。
Symbotic Inc.是总部位于美国马萨诸塞州威尔明顿的仓储自动化企业，专注于机器人技术在仓储场景的落地应用，为全球客户提供高效智能的仓储自动化解决方案，助力物流运营效率提升、运营成本优化。
PLAY vs SYM — 直观对比
营收规模更大
SYM
是对方的1.4倍
$448.2M
营收增速更快
SYM
高出30.5%
-1.1%
净利率更高
SYM
高出11.5%
-9.4%
自由现金流更多
SYM
多$210.1M
$-20.6M
两年增速更快
SYM
近两年复合增速
-13.5%
损益表 — Q3 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $448.2M | $630.0M |
| 净利润 | $-42.1M | $13.4M |
| 毛利率 | 85.8% | 21.2% |
| 营业利润率 | -3.6% | 79.9% |
| 净利率 | -9.4% | 2.1% |
| 营收同比 | -1.1% | 29.4% |
| 净利润同比 | -28.7% | 248.9% |
| 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
营收PLAYSYM
| Q1 26 | — | $630.0M | ||
| Q4 25 | $448.2M | $630.0M | ||
| Q3 25 | $557.4M | $618.5M | ||
| Q2 25 | $567.7M | $592.1M | ||
| Q1 25 | $534.5M | $549.7M | ||
| Q4 24 | $453.0M | $486.7M | ||
| Q3 24 | $557.1M | $503.6M | ||
| Q2 24 | $588.1M | $491.9M |
净利润PLAYSYM
| Q1 26 | — | $13.4M | ||
| Q4 25 | $-42.1M | $2.6M | ||
| Q3 25 | $11.4M | $-3.6M | ||
| Q2 25 | $21.7M | $-5.9M | ||
| Q1 25 | $9.3M | $-3.9M | ||
| Q4 24 | $-32.7M | $-3.5M | ||
| Q3 24 | $40.3M | $-2.5M | ||
| Q2 24 | $41.4M | $-2.5M |
毛利率PLAYSYM
| Q1 26 | — | 21.2% | ||
| Q4 25 | 85.8% | 21.2% | ||
| Q3 25 | 86.3% | 20.6% | ||
| Q2 25 | 85.5% | 18.2% | ||
| Q1 25 | 85.5% | 19.6% | ||
| Q4 24 | 85.0% | 16.4% | ||
| Q3 24 | 85.3% | 12.7% | ||
| Q2 24 | 85.2% | 13.7% |
营业利润率PLAYSYM
| Q1 26 | — | 79.9% | ||
| Q4 25 | -3.6% | 1.0% | ||
| Q3 25 | 9.5% | -3.5% | ||
| Q2 25 | 11.1% | -6.2% | ||
| Q1 25 | 8.3% | -5.8% | ||
| Q4 24 | 1.4% | -5.1% | ||
| Q3 24 | 15.2% | -4.3% | ||
| Q2 24 | 14.5% | -5.1% |
净利率PLAYSYM
| Q1 26 | — | 2.1% | ||
| Q4 25 | -9.4% | 0.4% | ||
| Q3 25 | 2.0% | -0.6% | ||
| Q2 25 | 3.8% | -1.0% | ||
| Q1 25 | 1.7% | -0.7% | ||
| Q4 24 | -7.2% | -0.7% | ||
| Q3 24 | 7.2% | -0.5% | ||
| Q2 24 | 7.0% | -0.5% |
每股收益（稀释后）PLAYSYM
| Q1 26 | — | — | ||
| Q4 25 | $-1.22 | $0.02 | ||
| Q3 25 | $0.32 | $-0.04 | ||
| Q2 25 | $0.62 | $-0.05 | ||
| Q1 25 | $0.32 | $-0.04 | ||
| Q4 24 | $-0.84 | $-0.03 | ||
| Q3 24 | $0.99 | $-0.03 | ||
| Q2 24 | $0.99 | $-0.02 |
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 | $1.8B |
| 总债务越低越好 | $1.6B | — |
| 股东权益账面价值 | $130.8M | $663.8M |
| 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PLAYSYM
| Q1 26 | — | $1.8B | ||
| Q4 25 | $13.6M | $1.8B | ||
| Q3 25 | $12.0M | $1.2B | ||
| Q2 25 | $11.9M | $777.6M | ||
| Q1 25 | $6.9M | $954.9M | ||
| Q4 24 | $8.6M | $903.0M | ||
| Q3 24 | $13.1M | $727.3M | ||
| Q2 24 | $32.1M | $870.5M |
总债务PLAYSYM
| Q1 26 | — | — | ||
| 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 | — |
股东权益PLAYSYM
| Q1 26 | — | $663.8M | ||
| Q4 25 | $130.8M | $663.8M | ||
| Q3 25 | $166.2M | $221.3M | ||
| Q2 25 | $146.8M | $210.8M | ||
| Q1 25 | $145.8M | $205.4M | ||
| Q4 24 | $226.6M | $196.5M | ||
| Q3 24 | $284.4M | $197.2M | ||
| Q2 24 | $292.5M | $418.7M |
总资产PLAYSYM
| Q1 26 | — | $3.0B | ||
| Q4 25 | $4.1B | $3.0B | ||
| Q3 25 | $4.1B | $2.4B | ||
| Q2 25 | $4.1B | $1.8B | ||
| Q1 25 | $4.0B | $2.0B | ||
| Q4 24 | $3.9B | $1.7B | ||
| Q3 24 | $3.8B | $1.6B | ||
| Q2 24 | $3.8B | $1.6B |
负债/权益比PLAYSYM
| Q1 26 | — | — | ||
| 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× | — |
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 | $191.5M |
| 自由现金流经营现金流 - 资本支出 | $-20.6M | $189.5M |
| 自由现金流率自由现金流/营收 | -4.6% | 30.1% |
| 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 | — | 14.34× |
| 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PLAYSYM
| Q1 26 | — | $191.5M | ||
| Q4 25 | $58.0M | $191.5M | ||
| Q3 25 | $34.0M | $530.7M | ||
| Q2 25 | $95.8M | $-138.3M | ||
| Q1 25 | $108.9M | $269.6M | ||
| Q4 24 | $-7.2M | $205.0M | ||
| Q3 24 | $101.8M | $-99.4M | ||
| Q2 24 | $108.8M | $50.4M |
自由现金流PLAYSYM
| Q1 26 | — | $189.5M | ||
| Q4 25 | $-20.6M | — | ||
| Q3 25 | $-55.2M | — | ||
| Q2 25 | $-58.8M | — | ||
| Q1 25 | $-61.0M | — | ||
| Q4 24 | $-138.4M | $197.7M | ||
| Q3 24 | $-14.3M | $-120.1M | ||
| Q2 24 | $-4.2M | $33.5M |
自由现金流率PLAYSYM
| Q1 26 | — | 30.1% | ||
| Q4 25 | -4.6% | — | ||
| Q3 25 | -9.9% | — | ||
| Q2 25 | -10.4% | — | ||
| Q1 25 | -11.4% | — | ||
| Q4 24 | -30.6% | 40.6% | ||
| Q3 24 | -2.6% | -23.9% | ||
| Q2 24 | -0.7% | 6.8% |
资本支出强度PLAYSYM
| Q1 26 | — | — | ||
| Q4 25 | 17.5% | — | ||
| Q3 25 | 16.0% | — | ||
| Q2 25 | 27.2% | — | ||
| Q1 25 | 31.8% | — | ||
| Q4 24 | 29.0% | 1.5% | ||
| Q3 24 | 20.8% | 4.1% | ||
| Q2 24 | 19.2% | 3.4% |
现金转化率PLAYSYM
| Q1 26 | — | 14.34× | ||
| Q4 25 | — | 73.61× | ||
| Q3 25 | 2.98× | — | ||
| Q2 25 | 4.41× | — | ||
| Q1 25 | 11.71× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.53× | — | ||
| Q2 24 | 2.63× | — |
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% |
SYM
| Systems | $590.3M | 94% |
| Operation services | $28.8M | 5% |
| Software maintenance and support | $10.9M | 2% |
