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Dave & Buster's Entertainment, Inc.（PLAY）与Walker & Dunlop, Inc.（WD）财务数据对比。点击上方公司名可切换其他公司
Dave & Buster's Entertainment, Inc.的季度营收约是Walker & Dunlop, Inc.的1.3倍（$448.2M vs $340.0M），Dave & Buster's Entertainment, Inc.净利率更高（-9.4% vs -12.9%，领先3.5%），Walker & Dunlop, Inc.同比增速更快（-0.4% vs -1.1%），Dave & Buster's Entertainment, Inc.自由现金流更多（$-20.6M vs $-680.1M），过去两年Walker & Dunlop, Inc.的营收复合增速更高（22.1% 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。
Walker & Dunlop, Inc.是美国乃至全球规模领先的商业地产金融与咨询服务机构，为客户提供覆盖商业地产领域的多元金融解决方案及专业咨询服务，业务辐射全球多个市场，在行业内拥有深厚的资源积累与广泛的市场认可度。
PLAY vs WD — 直观对比
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $448.2M | $340.0M |
| 净利润 | $-42.1M | $-13.9M |
| 毛利率 | 85.8% | — |
| 营业利润率 | -3.6% | -17.2% |
| 净利率 | -9.4% | -12.9% |
| 营收同比 | -1.1% | -0.4% |
| 净利润同比 | -28.7% | -131.0% |
| 每股收益（稀释后） | $-1.22 | $-0.41 |
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 | $340.0M | ||
| Q3 25 | $557.4M | $337.7M | ||
| Q2 25 | $567.7M | $319.2M | ||
| Q1 25 | $534.5M | $237.4M | ||
| Q4 24 | $453.0M | $341.5M | ||
| Q3 24 | $557.1M | $292.3M | ||
| Q2 24 | $588.1M | $270.7M | ||
| Q1 24 | $599.0M | $228.1M |
| Q4 25 | $-42.1M | $-13.9M | ||
| Q3 25 | $11.4M | $33.5M | ||
| Q2 25 | $21.7M | $34.0M | ||
| Q1 25 | $9.3M | $2.8M | ||
| Q4 24 | $-32.7M | $44.8M | ||
| Q3 24 | $40.3M | $28.8M | ||
| Q2 24 | $41.4M | $22.7M | ||
| Q1 24 | $36.1M | $11.9M |
| 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% | -17.2% | ||
| Q3 25 | 9.5% | 13.6% | ||
| Q2 25 | 11.1% | 14.5% | ||
| Q1 25 | 8.3% | 2.2% | ||
| Q4 24 | 1.4% | 15.3% | ||
| Q3 24 | 15.2% | 12.8% | ||
| Q2 24 | 14.5% | 10.4% | ||
| Q1 24 | 14.9% | 6.0% |
| Q4 25 | -9.4% | -12.9% | ||
| Q3 25 | 2.0% | 9.9% | ||
| Q2 25 | 3.8% | 10.6% | ||
| Q1 25 | 1.7% | 1.2% | ||
| Q4 24 | -7.2% | 13.1% | ||
| Q3 24 | 7.2% | 9.9% | ||
| Q2 24 | 7.0% | 8.4% | ||
| Q1 24 | 6.0% | 5.2% |
| Q4 25 | $-1.22 | $-0.41 | ||
| Q3 25 | $0.32 | $0.98 | ||
| Q2 25 | $0.62 | $0.99 | ||
| Q1 25 | $0.32 | $0.08 | ||
| Q4 24 | $-0.84 | $1.32 | ||
| Q3 24 | $0.99 | $0.85 | ||
| Q2 24 | $0.99 | $0.67 | ||
| Q1 24 | $0.95 | $0.35 |
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 | $299.3M |
| 总债务越低越好 | $1.6B | — |
| 股东权益账面价值 | $130.8M | $1.7B |
| 总资产 | $4.1B | $5.1B |
| 负债/权益比越低杠杆越低 | 12.17× | — |
8季度趋势，按日历期对齐
| Q4 25 | $13.6M | $299.3M | ||
| Q3 25 | $12.0M | $274.8M | ||
| Q2 25 | $11.9M | $233.7M | ||
| Q1 25 | $6.9M | $181.0M | ||
| Q4 24 | $8.6M | $279.3M | ||
| Q3 24 | $13.1M | $179.8M | ||
| Q2 24 | $32.1M | $208.1M | ||
| Q1 24 | $37.3M | $216.5M |
| 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 | $1.7B | ||
| Q3 25 | $166.2M | $1.8B | ||
| Q2 25 | $146.8M | $1.8B | ||
| Q1 25 | $145.8M | $1.7B | ||
| Q4 24 | $226.6M | $1.7B | ||
| Q3 24 | $284.4M | $1.7B | ||
| Q2 24 | $292.5M | $1.7B | ||
| Q1 24 | $251.2M | $1.7B |
| Q4 25 | $4.1B | $5.1B | ||
| Q3 25 | $4.1B | $5.8B | ||
| Q2 25 | $4.1B | $4.7B | ||
| Q1 25 | $4.0B | $4.5B | ||
| Q4 24 | $3.9B | $4.4B | ||
| Q3 24 | $3.8B | $4.6B | ||
| Q2 24 | $3.8B | $4.2B | ||
| Q1 24 | $3.8B | $3.8B |
| 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 | $-664.3M |
| 自由现金流经营现金流 - 资本支出 | $-20.6M | $-680.1M |
| 自由现金流率自由现金流/营收 | -4.6% | -200.0% |
| 资本支出强度资本支出/营收 | 17.5% | 4.6% |
| 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 | $-2.2B |
8季度趋势，按日历期对齐
| Q4 25 | $58.0M | $-664.3M | ||
| Q3 25 | $34.0M | $-948.1M | ||
| Q2 25 | $95.8M | $-238.5M | ||
| Q1 25 | $108.9M | $-281.1M | ||
| Q4 24 | $-7.2M | $129.4M | ||
| Q3 24 | $101.8M | $-202.0M | ||
| Q2 24 | $108.8M | $-237.8M | ||
| Q1 24 | $97.2M | $38.4M |
| Q4 25 | $-20.6M | $-680.1M | ||
| Q3 25 | $-55.2M | $-950.4M | ||
| Q2 25 | $-58.8M | $-241.0M | ||
| Q1 25 | $-61.0M | $-284.7M | ||
| Q4 24 | $-138.4M | $116.4M | ||
| Q3 24 | $-14.3M | $-204.0M | ||
| Q2 24 | $-4.2M | $-241.7M | ||
| Q1 24 | $-25.4M | $35.2M |
| Q4 25 | -4.6% | -200.0% | ||
| Q3 25 | -9.9% | -281.5% | ||
| Q2 25 | -10.4% | -75.5% | ||
| Q1 25 | -11.4% | -120.0% | ||
| Q4 24 | -30.6% | 34.1% | ||
| Q3 24 | -2.6% | -69.8% | ||
| Q2 24 | -0.7% | -89.3% | ||
| Q1 24 | -4.2% | 15.4% |
| Q4 25 | 17.5% | 4.6% | ||
| Q3 25 | 16.0% | 0.7% | ||
| Q2 25 | 27.2% | 0.8% | ||
| Q1 25 | 31.8% | 1.5% | ||
| Q4 24 | 29.0% | 3.8% | ||
| Q3 24 | 20.8% | 0.7% | ||
| Q2 24 | 19.2% | 1.4% | ||
| Q1 24 | 20.5% | 1.4% |
| Q4 25 | — | — | ||
| Q3 25 | 2.98× | -28.34× | ||
| Q2 25 | 4.41× | -7.02× | ||
| Q1 25 | 11.71× | -102.07× | ||
| Q4 24 | — | 2.89× | ||
| Q3 24 | 2.53× | -7.01× | ||
| Q2 24 | 2.63× | -10.49× | ||
| Q1 24 | 2.69× | 3.24× |
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% |
WD
暂无分部数据
