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Dave & Buster's Entertainment, Inc.（PLAY）与Tyler Technologies（TYL）财务数据对比。点击上方公司名可切换其他公司
Tyler Technologies的季度营收约是Dave & Buster's Entertainment, Inc.的1.4倍（$613.5M vs $448.2M），Tyler Technologies净利率更高（13.2% vs -9.4%，领先22.6%），Tyler Technologies同比增速更快（8.6% vs -1.1%），Tyler Technologies自由现金流更多（$2.0M vs $-20.6M），过去两年Tyler Technologies的营收复合增速更高（6.5% 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。
Tyler Technologies, Inc.是总部位于美国得克萨斯州普莱诺的科技企业，主营面向美国公共部门提供自研专有软件，目前在全美17个州设有办事处，另在加拿大安大略省多伦多市设有一处办公网点。
PLAY vs TYL — 直观对比
营收规模更大
TYL
是对方的1.4倍
$448.2M
营收增速更快
TYL
高出9.6%
-1.1%
净利率更高
TYL
高出22.6%
-9.4%
自由现金流更多
TYL
多$22.6M
$-20.6M
两年增速更快
TYL
近两年复合增速
-13.5%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $448.2M | $613.5M |
| 净利润 | $-42.1M | $81.2M |
| 毛利率 | 85.8% | 48.3% |
| 营业利润率 | -3.6% | 16.3% |
| 净利率 | -9.4% | 13.2% |
| 营收同比 | -1.1% | 8.6% |
| 净利润同比 | -28.7% | — |
| 每股收益（稀释后） | $-1.22 | $1.88 |
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PLAYTYL
| Q1 26 | — | $613.5M | ||
| Q4 25 | $448.2M | $575.2M | ||
| Q3 25 | $557.4M | $595.9M | ||
| Q2 25 | $567.7M | $596.1M | ||
| Q1 25 | $534.5M | $565.2M | ||
| Q4 24 | $453.0M | $541.1M | ||
| Q3 24 | $557.1M | $543.3M | ||
| Q2 24 | $588.1M | $541.0M |
净利润PLAYTYL
| Q1 26 | — | $81.2M | ||
| Q4 25 | $-42.1M | $65.5M | ||
| Q3 25 | $11.4M | $84.4M | ||
| Q2 25 | $21.7M | $84.6M | ||
| Q1 25 | $9.3M | $81.1M | ||
| Q4 24 | $-32.7M | $65.2M | ||
| Q3 24 | $40.3M | $75.9M | ||
| Q2 24 | $41.4M | $67.7M |
毛利率PLAYTYL
| Q1 26 | — | 48.3% | ||
| Q4 25 | 85.8% | 45.5% | ||
| Q3 25 | 86.3% | 47.2% | ||
| Q2 25 | 85.5% | 45.8% | ||
| Q1 25 | 85.5% | 47.3% | ||
| Q4 24 | 85.0% | 43.8% | ||
| Q3 24 | 85.3% | 43.7% | ||
| Q2 24 | 85.2% | 44.0% |
营业利润率PLAYTYL
| Q1 26 | — | 16.3% | ||
| Q4 25 | -3.6% | 13.0% | ||
| Q3 25 | 9.5% | 16.4% | ||
| Q2 25 | 11.1% | 16.0% | ||
| Q1 25 | 8.3% | 15.8% | ||
| Q4 24 | 1.4% | 13.2% | ||
| Q3 24 | 15.2% | 15.2% | ||
| Q2 24 | 14.5% | 14.4% |
净利率PLAYTYL
| Q1 26 | — | 13.2% | ||
| Q4 25 | -9.4% | 11.4% | ||
| Q3 25 | 2.0% | 14.2% | ||
| Q2 25 | 3.8% | 14.2% | ||
| Q1 25 | 1.7% | 14.3% | ||
| Q4 24 | -7.2% | 12.1% | ||
| Q3 24 | 7.2% | 14.0% | ||
| Q2 24 | 7.0% | 12.5% |
每股收益（稀释后）PLAYTYL
| Q1 26 | — | $1.88 | ||
| Q4 25 | $-1.22 | $1.50 | ||
| Q3 25 | $0.32 | $1.93 | ||
| Q2 25 | $0.62 | $1.93 | ||
| Q1 25 | $0.32 | $1.84 | ||
| Q4 24 | $-0.84 | $1.48 | ||
| Q3 24 | $0.99 | $1.74 | ||
| Q2 24 | $0.99 | $1.57 |
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 | $346.4M |
| 总债务越低越好 | $1.6B | — |
| 股东权益账面价值 | $130.8M | $3.6B |
| 总资产 | $4.1B | $4.8B |
| 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PLAYTYL
| Q1 26 | — | $346.4M | ||
| Q4 25 | $13.6M | $1.1B | ||
| Q3 25 | $12.0M | $950.8M | ||
| Q2 25 | $11.9M | $892.3M | ||
| Q1 25 | $6.9M | $807.4M | ||
| Q4 24 | $8.6M | $768.0M | ||
| Q3 24 | $13.1M | $544.3M | ||
| Q2 24 | $32.1M | $258.0M |
总债务PLAYTYL
| Q1 26 | — | — | ||
| Q4 25 | $1.6B | $599.7M | ||
| Q3 25 | $1.6B | $599.2M | ||
| Q2 25 | $1.6B | $598.8M | ||
| Q1 25 | $1.5B | $598.4M | ||
| Q4 24 | $1.5B | $597.9M | ||
| Q3 24 | $1.3B | $597.5M | ||
| Q2 24 | $1.3B | $597.1M |
股东权益PLAYTYL
| Q1 26 | — | $3.6B | ||
| Q4 25 | $130.8M | $3.7B | ||
| Q3 25 | $166.2M | $3.6B | ||
| Q2 25 | $146.8M | $3.6B | ||
| Q1 25 | $145.8M | $3.5B | ||
| Q4 24 | $226.6M | $3.4B | ||
| Q3 24 | $284.4M | $3.3B | ||
| Q2 24 | $292.5M | $3.1B |
总资产PLAYTYL
| Q1 26 | — | $4.8B | ||
| Q4 25 | $4.1B | $5.6B | ||
| Q3 25 | $4.1B | $5.5B | ||
| Q2 25 | $4.1B | $5.4B | ||
| Q1 25 | $4.0B | $5.2B | ||
| Q4 24 | $3.9B | $5.2B | ||
| Q3 24 | $3.8B | $5.0B | ||
| Q2 24 | $3.8B | $4.8B |
负债/权益比PLAYTYL
| Q1 26 | — | — | ||
| Q4 25 | 12.17× | 0.16× | ||
| Q3 25 | 9.57× | 0.17× | ||
| Q2 25 | 10.98× | 0.16× | ||
| Q1 25 | 10.45× | 0.17× | ||
| Q4 24 | 6.58× | 0.18× | ||
| Q3 24 | 4.72× | 0.18× | ||
| Q2 24 | 4.58× | 0.19× |
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 | $107.3M |
| 自由现金流经营现金流 - 资本支出 | $-20.6M | $2.0M |
| 自由现金流率自由现金流/营收 | -4.6% | 0.3% |
| 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 | — | 1.32× |
| 过去12个月自由现金流最近4个季度 | $-195.6M | $585.7M |
8季度趋势，按日历期对齐
经营现金流PLAYTYL
| Q1 26 | — | $107.3M | ||
| Q4 25 | $58.0M | $243.9M | ||
| Q3 25 | $34.0M | $255.2M | ||
| Q2 25 | $95.8M | $98.3M | ||
| Q1 25 | $108.9M | $56.2M | ||
| Q4 24 | $-7.2M | $224.8M | ||
| Q3 24 | $101.8M | $263.7M | ||
| Q2 24 | $108.8M | $64.3M |
自由现金流PLAYTYL
| Q1 26 | — | $2.0M | ||
| Q4 25 | $-20.6M | $239.6M | ||
| Q3 25 | $-55.2M | $251.3M | ||
| Q2 25 | $-58.8M | $92.8M | ||
| Q1 25 | $-61.0M | $53.8M | ||
| Q4 24 | $-138.4M | $221.0M | ||
| Q3 24 | $-14.3M | $260.8M | ||
| Q2 24 | $-4.2M | $57.7M |
自由现金流率PLAYTYL
| Q1 26 | — | 0.3% | ||
| Q4 25 | -4.6% | 41.7% | ||
| Q3 25 | -9.9% | 42.2% | ||
| Q2 25 | -10.4% | 15.6% | ||
| Q1 25 | -11.4% | 9.5% | ||
| Q4 24 | -30.6% | 40.8% | ||
| Q3 24 | -2.6% | 48.0% | ||
| Q2 24 | -0.7% | 10.7% |
资本支出强度PLAYTYL
| Q1 26 | — | — | ||
| Q4 25 | 17.5% | 0.8% | ||
| Q3 25 | 16.0% | 0.7% | ||
| Q2 25 | 27.2% | 0.9% | ||
| Q1 25 | 31.8% | 0.4% | ||
| Q4 24 | 29.0% | 0.7% | ||
| Q3 24 | 20.8% | 0.5% | ||
| Q2 24 | 19.2% | 1.2% |
现金转化率PLAYTYL
| Q1 26 | — | 1.32× | ||
| Q4 25 | — | 3.72× | ||
| Q3 25 | 2.98× | 3.02× | ||
| Q2 25 | 4.41× | 1.16× | ||
| Q1 25 | 11.71× | 0.69× | ||
| Q4 24 | — | 3.45× | ||
| Q3 24 | 2.53× | 3.47× | ||
| Q2 24 | 2.63× | 0.95× |
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% |
TYL
| Subscriptions | $429.7M | 70% |
| Maintenance | $108.9M | 18% |
| Other | $74.9M | 12% |
