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Dave & Buster's Entertainment, Inc.（PLAY）与Unity Software Inc.（U）财务数据对比。点击上方公司名可切换其他公司
Unity Software Inc.的季度营收约是Dave & Buster's Entertainment, Inc.的1.1倍（$508.2M vs $448.2M），Dave & Buster's Entertainment, Inc.净利率更高（-9.4% vs -68.3%，领先58.9%），Unity Software Inc.同比增速更快（17.0% vs -1.1%），Unity Software Inc.自由现金流更多（$66.5M vs $-20.6M），过去两年Unity Software Inc.的营收复合增速更高（6.4% 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。
Unity Software Inc.是总部位于美国旧金山的游戏软件开发企业，2004年于丹麦成立时原名为Over the Edge Entertainment，2007年更为现名。公司核心产品Unity游戏引擎全球应用广泛，可用于开发各类电子游戏及其他互动应用，商业化授权服务覆盖全球客户。
PLAY vs U — 直观对比
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $448.2M | $508.2M |
| 净利润 | $-42.1M | $-346.9M |
| 毛利率 | 85.8% | 30.8% |
| 营业利润率 | -3.6% | 0.0% |
| 净利率 | -9.4% | -68.3% |
| 营收同比 | -1.1% | 17.0% |
| 净利润同比 | -28.7% | — |
| 每股收益（稀释后） | $-1.22 | $-0.80 |
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 | — | $508.2M | ||
| Q4 25 | $448.2M | $503.1M | ||
| Q3 25 | $557.4M | $470.6M | ||
| Q2 25 | $567.7M | $440.9M | ||
| Q1 25 | $534.5M | $435.0M | ||
| Q4 24 | $453.0M | $457.1M | ||
| Q3 24 | $557.1M | $446.5M | ||
| Q2 24 | $588.1M | $449.3M |
| Q1 26 | — | $-346.9M | ||
| Q4 25 | $-42.1M | $-90.0M | ||
| Q3 25 | $11.4M | $-126.4M | ||
| Q2 25 | $21.7M | $-108.8M | ||
| Q1 25 | $9.3M | $-77.6M | ||
| Q4 24 | $-32.7M | $-122.7M | ||
| Q3 24 | $40.3M | $-124.7M | ||
| Q2 24 | $41.4M | $-125.6M |
| Q1 26 | — | 30.8% | ||
| Q4 25 | 85.8% | 74.3% | ||
| Q3 25 | 86.3% | 74.4% | ||
| Q2 25 | 85.5% | 74.1% | ||
| Q1 25 | 85.5% | 73.8% | ||
| Q4 24 | 85.0% | 74.7% | ||
| Q3 24 | 85.3% | 74.9% | ||
| Q2 24 | 85.2% | 75.8% |
| Q1 26 | — | 0.0% | ||
| Q4 25 | -3.6% | -21.2% | ||
| Q3 25 | 9.5% | -26.7% | ||
| Q2 25 | 11.1% | -26.9% | ||
| Q1 25 | 8.3% | -29.4% | ||
| Q4 24 | 1.4% | -27.1% | ||
| Q3 24 | 15.2% | -28.5% | ||
| Q2 24 | 14.5% | -28.8% |
| Q1 26 | — | -68.3% | ||
| Q4 25 | -9.4% | -17.9% | ||
| Q3 25 | 2.0% | -26.9% | ||
| Q2 25 | 3.8% | -24.7% | ||
| Q1 25 | 1.7% | -17.8% | ||
| Q4 24 | -7.2% | -26.8% | ||
| Q3 24 | 7.2% | -27.9% | ||
| Q2 24 | 7.0% | -28.0% |
| Q1 26 | — | $-0.80 | ||
| Q4 25 | $-1.22 | $-0.21 | ||
| Q3 25 | $0.32 | $-0.30 | ||
| Q2 25 | $0.62 | $-0.26 | ||
| Q1 25 | $0.32 | $-0.19 | ||
| Q4 24 | $-0.84 | $-0.30 | ||
| Q3 24 | $0.99 | $-0.31 | ||
| Q2 24 | $0.99 | $-0.32 |
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 | $2.1B |
| 总债务越低越好 | $1.6B | — |
| 股东权益账面价值 | $130.8M | $3.0B |
| 总资产 | $4.1B | $6.5B |
| 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 | — | $2.1B | ||
| Q4 25 | $13.6M | $2.1B | ||
| Q3 25 | $12.0M | $1.9B | ||
| Q2 25 | $11.9M | $1.7B | ||
| Q1 25 | $6.9M | $1.5B | ||
| Q4 24 | $8.6M | $1.5B | ||
| Q3 24 | $13.1M | $1.4B | ||
| Q2 24 | $32.1M | $1.3B |
| 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 | — |
| Q1 26 | — | $3.0B | ||
| Q4 25 | $130.8M | $3.2B | ||
| Q3 25 | $166.2M | $3.2B | ||
| Q2 25 | $146.8M | $3.2B | ||
| Q1 25 | $145.8M | $3.2B | ||
| Q4 24 | $226.6M | $3.2B | ||
| Q3 24 | $284.4M | $3.2B | ||
| Q2 24 | $292.5M | $3.2B |
| Q1 26 | — | $6.5B | ||
| Q4 25 | $4.1B | $6.8B | ||
| Q3 25 | $4.1B | $6.8B | ||
| Q2 25 | $4.1B | $6.7B | ||
| Q1 25 | $4.0B | $6.6B | ||
| Q4 24 | $3.9B | $6.7B | ||
| Q3 24 | $3.8B | $6.7B | ||
| Q2 24 | $3.8B | $6.7B |
| 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 | $71.3M |
| 自由现金流经营现金流 - 资本支出 | $-20.6M | $66.5M |
| 自由现金流率自由现金流/营收 | -4.6% | 13.1% |
| 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 | — | — |
| 过去12个月自由现金流最近4个季度 | $-195.6M | $463.1M |
8季度趋势，按日历期对齐
| Q1 26 | — | $71.3M | ||
| Q4 25 | $58.0M | $121.4M | ||
| Q3 25 | $34.0M | $155.4M | ||
| Q2 25 | $95.8M | $133.1M | ||
| Q1 25 | $108.9M | $13.0M | ||
| Q4 24 | $-7.2M | $112.2M | ||
| Q3 24 | $101.8M | $122.4M | ||
| Q2 24 | $108.8M | $88.4M |
| Q1 26 | — | $66.5M | ||
| Q4 25 | $-20.6M | $118.7M | ||
| Q3 25 | $-55.2M | $151.3M | ||
| Q2 25 | $-58.8M | $126.7M | ||
| Q1 25 | $-61.0M | $7.3M | ||
| Q4 24 | $-138.4M | $105.8M | ||
| Q3 24 | $-14.3M | $115.2M | ||
| Q2 24 | $-4.2M | $79.6M |
| Q1 26 | — | 13.1% | ||
| Q4 25 | -4.6% | 23.6% | ||
| Q3 25 | -9.9% | 32.1% | ||
| Q2 25 | -10.4% | 28.7% | ||
| Q1 25 | -11.4% | 1.7% | ||
| Q4 24 | -30.6% | 23.1% | ||
| Q3 24 | -2.6% | 25.8% | ||
| Q2 24 | -0.7% | 17.7% |
| Q1 26 | — | — | ||
| Q4 25 | 17.5% | 0.5% | ||
| Q3 25 | 16.0% | 0.9% | ||
| Q2 25 | 27.2% | 1.5% | ||
| Q1 25 | 31.8% | 1.3% | ||
| Q4 24 | 29.0% | 1.4% | ||
| Q3 24 | 20.8% | 1.6% | ||
| Q2 24 | 19.2% | 2.0% |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| 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% |
U
| Strategic | $432.4M | 85% |
| Other | $75.8M | 15% |
