PLAYDave & Buster's Entertainment, Inc.
Retail-Eating Places
- Revenue
- $2.1B
- 1.4% YoY
- Operating margin
- 4.1%
- 60% YoY
- EBITDA
- $366M
- 20% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 0.8×
- $284M net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear—Cash flow under 80% of net income
- Dilutive SBCClear1% of revenueOver 10% of revenue
- Payouts exceed cash flowClear8% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear18% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $1.3B | $2.0B | $2.2B | $2.1B | $2.1B | 1.4% |
| Operating income | $187M | $263M | $307M | $220M | $86M | 61% |
| Net income | $109M | $137M | $127M | $58M | −$49M | 184% |
| Operating cash flow | $283M | $444M | $364M | $312M | $291M | 6.9% |
| Capex | $92M | $234M | $330M | $530M | $391M | 26% |
| Stock-based comp | $13M | $20M | $16M | $5M | $20M | 326% |
| Buybacks | $0 | $25M | $300M | $172M | $24M | 86% |
| Dividends | $0 | $0 | — | — | — |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $107K · 2
- Open-market sells, 12 mo
- $0 · 0
- Net
- $107K
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2026 | — | — | 57 | 58 |
| FY2025 | — | — | 80 | 82 |
| FY2024 | — | — | 162 | 73 |
| FY2023 | — | — | 122 | 72 |
| FY2022 | — | — | 104 | 72 |