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Playtika Holding Corp.（PLTK）与Rithm Capital Corp.（RITM）财务数据对比。点击上方公司名可切换其他公司
Rithm Capital Corp.的季度营收约是Playtika Holding Corp.的1.2倍（$828.2M vs $678.8M），Rithm Capital Corp.净利率更高（13.2% vs -45.6%，领先58.8%），Rithm Capital Corp.同比增速更快（508.5% vs 4.4%），过去两年Playtika Holding Corp.的营收复合增速更高（2.1% vs -17.9%）
Playtika Holding Corp是一家专注于移动端游戏开发与发行的以色列数字娱乐企业，主打休闲社交类手游产品，在全球拥有庞大用户群体。截至2021年，该公司月活跃用户规模已经突破3500万，是行业内影响力突出的移动游戏厂商。
Rithm Capital Corp.是总部位于美国纽约的投资管理机构，核心业务聚焦房地产投资与另类资产投资，依托专业的投研团队和成熟的市场运营经验，为合作伙伴及投资者提供优质的资产配置解决方案与长期收益回报。
PLTK vs RITM — 直观对比
营收规模更大
RITM
是对方的1.2倍
$678.8M
营收增速更快
RITM
高出504.1%
4.4%
净利率更高
RITM
高出58.8%
-45.6%
两年增速更快
PLTK
近两年复合增速
-17.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $678.8M | $828.2M |
| 净利润 | $-309.3M | $109.5M |
| 毛利率 | 72.5% | — |
| 营业利润率 | -41.4% | 29.9% |
| 净利率 | -45.6% | 13.2% |
| 营收同比 | 4.4% | 508.5% |
| 净利润同比 | -1752.1% | 27.7% |
| 每股收益（稀释后） | $-0.83 | $0.12 |
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PLTKRITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $678.8M | $1.5B | ||
| Q3 25 | $674.6M | $1.1B | ||
| Q2 25 | $696.0M | $1.2B | ||
| Q1 25 | $706.0M | $768.4M | ||
| Q4 24 | $650.3M | $2.1B | ||
| Q3 24 | $620.8M | $619.5M | ||
| Q2 24 | $627.0M | $1.2B |
净利润PLTKRITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $-309.3M | $85.0M | ||
| Q3 25 | $39.1M | $221.5M | ||
| Q2 25 | $33.2M | $311.7M | ||
| Q1 25 | $30.6M | $78.8M | ||
| Q4 24 | $-16.7M | $290.2M | ||
| Q3 24 | $39.3M | $121.7M | ||
| Q2 24 | $86.6M | $235.6M |
毛利率PLTKRITM
| Q1 26 | — | — | ||
| Q4 25 | 72.5% | — | ||
| Q3 25 | 73.6% | — | ||
| Q2 25 | 71.9% | — | ||
| Q1 25 | 72.0% | — | ||
| Q4 24 | 72.5% | — | ||
| Q3 24 | 72.9% | — | ||
| Q2 24 | 73.2% | — |
营业利润率PLTKRITM
| Q1 26 | — | 29.9% | ||
| Q4 25 | -41.4% | 13.8% | ||
| Q3 25 | 14.6% | 21.4% | ||
| Q2 25 | 15.8% | 25.2% | ||
| Q1 25 | 9.6% | 7.4% | ||
| Q4 24 | 8.5% | 23.8% | ||
| Q3 24 | 15.7% | 7.3% | ||
| Q2 24 | 22.4% | 23.6% |
净利率PLTKRITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | -45.6% | 5.7% | ||
| Q3 25 | 5.8% | 20.0% | ||
| Q2 25 | 4.8% | 25.6% | ||
| Q1 25 | 4.3% | 10.3% | ||
| Q4 24 | -2.6% | 14.0% | ||
| Q3 24 | 6.3% | 19.7% | ||
| Q2 24 | 13.8% | 19.2% |
每股收益（稀释后）PLTKRITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $-0.83 | $0.09 | ||
| Q3 25 | $0.11 | $0.35 | ||
| Q2 25 | $0.09 | $0.53 | ||
| Q1 25 | $0.08 | $0.07 | ||
| Q4 24 | $-0.04 | $0.50 | ||
| Q3 24 | $0.11 | $0.20 | ||
| Q2 24 | $0.23 | $0.43 |
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 | $684.2M | — |
| 总债务越低越好 | $2.4B | — |
| 股东权益账面价值 | $-411.4M | $9.1B |
| 总资产 | $3.7B | $53.4B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资PLTKRITM
| Q1 26 | — | — | ||
| Q4 25 | $684.2M | $1.8B | ||
| Q3 25 | $587.9M | $1.6B | ||
| Q2 25 | $500.9M | $1.6B | ||
| Q1 25 | $434.8M | $1.5B | ||
| Q4 24 | $565.8M | $1.5B | ||
| Q3 24 | $1.1B | $1.6B | ||
| Q2 24 | $710.3M | $1.2B |
总债务PLTKRITM
| Q1 26 | — | — | ||
| Q4 25 | $2.4B | $35.4B | ||
| Q3 25 | $2.4B | $32.2B | ||
| Q2 25 | $2.4B | $31.2B | ||
| Q1 25 | $2.4B | $32.2B | ||
| Q4 24 | $2.4B | $32.6B | ||
| Q3 24 | $2.4B | $29.6B | ||
| Q2 24 | $2.4B | $30.1B |
股东权益PLTKRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $-411.4M | $8.4B | ||
| Q3 25 | $-74.8M | $8.5B | ||
| Q2 25 | $-87.8M | $7.9B | ||
| Q1 25 | $-117.2M | $7.8B | ||
| Q4 24 | $-131.1M | $7.8B | ||
| Q3 24 | $-98.0M | $7.7B | ||
| Q2 24 | $-112.9M | $7.3B |
总资产PLTKRITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $3.7B | $53.1B | ||
| Q3 25 | $3.7B | $47.2B | ||
| Q2 25 | $3.6B | $44.3B | ||
| Q1 25 | $3.6B | $45.3B | ||
| Q4 24 | $3.6B | $46.0B | ||
| Q3 24 | $3.2B | $42.3B | ||
| Q2 24 | $3.2B | $42.0B |
负债/权益比PLTKRITM
| Q1 26 | — | — | ||
| Q4 25 | — | 4.20× | ||
| Q3 25 | — | 3.79× | ||
| Q2 25 | — | 3.92× | ||
| Q1 25 | — | 4.14× | ||
| Q4 24 | — | 4.18× | ||
| Q3 24 | — | 3.87× | ||
| Q2 24 | — | 4.10× |
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 | $285.9M | — |
| 自由现金流经营现金流 - 资本支出 | $275.2M | — |
| 自由现金流率自由现金流/营收 | 40.5% | — |
| 资本支出强度资本支出/营收 | 1.6% | — |
| 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 | $531.4M | — |
8季度趋势，按日历期对齐
经营现金流PLTKRITM
| Q1 26 | — | — | ||
| Q4 25 | $285.9M | $-114.6M | ||
| Q3 25 | $116.9M | $-2.0B | ||
| Q2 25 | $146.1M | $-557.1M | ||
| Q1 25 | $18.8M | $1.4B | ||
| Q4 24 | $153.1M | $-1.8B | ||
| Q3 24 | $156.9M | $768.1M | ||
| Q2 24 | $150.5M | $-55.7M |
自由现金流PLTKRITM
| Q1 26 | — | — | ||
| Q4 25 | $275.2M | — | ||
| Q3 25 | $106.5M | — | ||
| Q2 25 | $141.3M | — | ||
| Q1 25 | $8.4M | — | ||
| Q4 24 | $140.3M | — | ||
| Q3 24 | $152.1M | — | ||
| Q2 24 | $141.2M | — |
自由现金流率PLTKRITM
| Q1 26 | — | — | ||
| Q4 25 | 40.5% | — | ||
| Q3 25 | 15.8% | — | ||
| Q2 25 | 20.3% | — | ||
| Q1 25 | 1.2% | — | ||
| Q4 24 | 21.6% | — | ||
| Q3 24 | 24.5% | — | ||
| Q2 24 | 22.5% | — |
资本支出强度PLTKRITM
| Q1 26 | — | — | ||
| Q4 25 | 1.6% | — | ||
| Q3 25 | 1.5% | — | ||
| Q2 25 | 0.7% | — | ||
| Q1 25 | 1.5% | — | ||
| Q4 24 | 2.0% | — | ||
| Q3 24 | 0.8% | — | ||
| Q2 24 | 1.5% | — |
现金转化率PLTKRITM
| Q1 26 | — | — | ||
| Q4 25 | — | -1.35× | ||
| Q3 25 | 2.99× | -9.22× | ||
| Q2 25 | 4.40× | -1.79× | ||
| Q1 25 | 0.61× | 18.03× | ||
| Q4 24 | — | -6.04× | ||
| Q3 24 | 3.99× | 6.31× | ||
| Q2 24 | 1.74× | -0.24× |
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
PLTK
| Third Party Platform | $428.7M | 63% |
| Other | $158.8M | 23% |
| Asia Pacific | $52.7M | 8% |
| Other Geographic Location | $38.6M | 6% |
RITM
| Servicing revenue, net | $375.1M | 45% |
| Other | $234.9M | 28% |
| Gain on originated residential mortgage loans, held-for-sale, net | $195.0M | 24% |
| Other revenue | $23.3M | 3% |
