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Side-by-side financial comparison of Kimco Realty (KIM) and LifeStance Health Group, Inc. (LFST). Click either name above to swap in a different company.
Kimco Realty is the larger business by last-quarter revenue ($558.0M vs $382.2M, roughly 1.5× LifeStance Health Group, Inc.). Kimco Realty runs the higher net margin — 29.8% vs 3.1%, a 26.8% gap on every dollar of revenue. On growth, LifeStance Health Group, Inc. posted the faster year-over-year revenue change (17.4% vs 4.0%). Over the past eight quarters, LifeStance Health Group, Inc.'s revenue compounded faster (12.8% CAGR vs 5.6%).
Kimco Realty Corporation, headquartered in Jericho, New York, is a real estate investment trust that invests in shopping centers.
Lifestance Health (Lifestance) is an American outpatient behavioral health services provider. They provide their services in person and via tele-health. Their services include therapy, psychiatry, TMS, and ketamine therapies. They have landed in lawsuits multiple times over labor violations, leaking of customer information, and misleading investors.
KIM vs LFST — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $558.0M | $382.2M |
| Net Profit | $166.3M | $11.7M |
| Gross Margin | — | — |
| Operating Margin | 37.2% | 4.7% |
| Net Margin | 29.8% | 3.1% |
| Revenue YoY | 4.0% | 17.4% |
| Net Profit YoY | 23.7% | 264.1% |
| EPS (diluted) | $0.46 | — |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $558.0M | — | ||
| Q4 25 | $542.5M | $382.2M | ||
| Q3 25 | $535.9M | $363.8M | ||
| Q2 25 | $525.2M | $345.3M | ||
| Q1 25 | $536.6M | $333.0M | ||
| Q4 24 | $525.4M | $325.5M | ||
| Q3 24 | $507.6M | $312.7M | ||
| Q2 24 | $500.2M | $312.3M |
| Q1 26 | $166.3M | — | ||
| Q4 25 | $151.2M | $11.7M | ||
| Q3 25 | $137.8M | $1.1M | ||
| Q2 25 | $163.0M | $-3.8M | ||
| Q1 25 | $132.8M | $709.0K | ||
| Q4 24 | $166.0M | $-7.1M | ||
| Q3 24 | $136.0M | $-6.0M | ||
| Q2 24 | $119.7M | $-23.3M |
| Q1 26 | 37.2% | — | ||
| Q4 25 | 36.4% | 4.7% | ||
| Q3 25 | 34.9% | 2.0% | ||
| Q2 25 | 39.2% | -0.9% | ||
| Q1 25 | 33.6% | 0.5% | ||
| Q4 24 | 31.7% | 0.3% | ||
| Q3 24 | 33.7% | 0.0% | ||
| Q2 24 | 32.1% | -5.1% |
| Q1 26 | 29.8% | — | ||
| Q4 25 | 27.9% | 3.1% | ||
| Q3 25 | 25.7% | 0.3% | ||
| Q2 25 | 31.0% | -1.1% | ||
| Q1 25 | 24.8% | 0.2% | ||
| Q4 24 | 31.6% | -2.2% | ||
| Q3 24 | 26.8% | -1.9% | ||
| Q2 24 | 23.9% | -7.5% |
| Q1 26 | $0.46 | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $248.6M |
| Total DebtLower is stronger | — | $282.8M |
| Stockholders' EquityBook value | $10.4B | $1.5B |
| Total Assets | $19.6B | $2.2B |
| Debt / EquityLower = less leverage | — | 0.19× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $211.6M | $248.6M | ||
| Q3 25 | $159.3M | $203.9M | ||
| Q2 25 | $226.6M | $188.9M | ||
| Q1 25 | $131.3M | $134.3M | ||
| Q4 24 | $688.6M | $154.6M | ||
| Q3 24 | $789.0M | $102.6M | ||
| Q2 24 | $126.4M | $87.0M |
| Q1 26 | — | — | ||
| Q4 25 | $7.7B | $282.8M | ||
| Q3 25 | — | $284.6M | ||
| Q2 25 | — | $286.4M | ||
| Q1 25 | — | $288.2M | ||
| Q4 24 | $8.0B | $290.0M | ||
| Q3 24 | — | $287.3M | ||
| Q2 24 | — | $288.0M |
| Q1 26 | $10.4B | — | ||
| Q4 25 | $10.4B | $1.5B | ||
| Q3 25 | $10.5B | $1.5B | ||
| Q2 25 | $10.5B | $1.5B | ||
| Q1 25 | $10.6B | $1.5B | ||
| Q4 24 | $10.7B | $1.4B | ||
| Q3 24 | $10.5B | $1.4B | ||
| Q2 24 | $10.6B | $1.4B |
| Q1 26 | $19.6B | — | ||
| Q4 25 | $19.7B | $2.2B | ||
| Q3 25 | $19.9B | $2.1B | ||
| Q2 25 | $19.8B | $2.1B | ||
| Q1 25 | $19.7B | $2.1B | ||
| Q4 24 | $20.3B | $2.1B | ||
| Q3 24 | $20.1B | $2.1B | ||
| Q2 24 | $19.5B | $2.1B |
| Q1 26 | — | — | ||
| Q4 25 | 0.74× | 0.19× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | — | 0.19× | ||
| Q1 25 | — | 0.20× | ||
| Q4 24 | 0.75× | 0.20× | ||
| Q3 24 | — | 0.20× | ||
| Q2 24 | — | 0.20× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | — | $57.6M |
| Free Cash FlowOCF − Capex | — | $46.6M |
| FCF MarginFCF / Revenue | — | 12.2% |
| Capex IntensityCapex / Revenue | — | 2.9% |
| Cash ConversionOCF / Net Profit | — | 4.93× |
| TTM Free Cash FlowTrailing 4 quarters | — | $110.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $258.4M | $57.6M | ||
| Q3 25 | $332.4M | $27.3M | ||
| Q2 25 | $305.4M | $64.4M | ||
| Q1 25 | $223.8M | $-3.1M | ||
| Q4 24 | $239.5M | $62.3M | ||
| Q3 24 | $295.9M | $22.7M | ||
| Q2 24 | $294.1M | $44.1M |
| Q1 26 | — | — | ||
| Q4 25 | — | $46.6M | ||
| Q3 25 | — | $17.0M | ||
| Q2 25 | — | $56.6M | ||
| Q1 25 | $205.4M | $-10.3M | ||
| Q4 24 | — | $56.0M | ||
| Q3 24 | — | $17.7M | ||
| Q2 24 | — | $39.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 12.2% | ||
| Q3 25 | — | 4.7% | ||
| Q2 25 | — | 16.4% | ||
| Q1 25 | 38.3% | -3.1% | ||
| Q4 24 | — | 17.2% | ||
| Q3 24 | — | 5.7% | ||
| Q2 24 | — | 12.5% |
| Q1 26 | — | — | ||
| Q4 25 | 0.0% | 2.9% | ||
| Q3 25 | 0.0% | 2.8% | ||
| Q2 25 | 0.0% | 2.2% | ||
| Q1 25 | 3.4% | 2.2% | ||
| Q4 24 | — | 1.9% | ||
| Q3 24 | — | 1.6% | ||
| Q2 24 | — | 1.6% |
| Q1 26 | — | — | ||
| Q4 25 | 1.71× | 4.93× | ||
| Q3 25 | 2.41× | 25.34× | ||
| Q2 25 | 1.87× | — | ||
| Q1 25 | 1.69× | -4.36× | ||
| Q4 24 | 1.44× | — | ||
| Q3 24 | 2.18× | — | ||
| Q2 24 | 2.46× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
KIM
| Revenues from rental properties, net | $552.8M | 99% |
| Management and other fee income | $5.2M | 1% |
LFST
Segment breakdown not available.
