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Side-by-side financial comparison of LifeStance Health Group, Inc. (LFST) and MGIC INVESTMENT CORP (MTG). Click either name above to swap in a different company.
LifeStance Health Group, Inc. is the larger business by last-quarter revenue ($382.2M vs $297.1M, roughly 1.3× MGIC INVESTMENT CORP). MGIC INVESTMENT CORP runs the higher net margin — 55.6% vs 3.1%, a 52.6% gap on every dollar of revenue. On growth, LifeStance Health Group, Inc. posted the faster year-over-year revenue change (17.4% vs -3.0%). Over the past eight quarters, LifeStance Health Group, Inc.'s revenue compounded faster (12.8% CAGR vs -1.4%).
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.
MGIC Investment Corporation NYSE: MTG ("MGIC") is a provider of private mortgage insurance in the United States. The company is headquartered in Milwaukee, Wisconsin.
LFST vs MTG — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $382.2M | $297.1M |
| Net Profit | $11.7M | $165.3M |
| Gross Margin | — | — |
| Operating Margin | 4.7% | — |
| Net Margin | 3.1% | 55.6% |
| Revenue YoY | 17.4% | -3.0% |
| Net Profit YoY | 264.1% | -10.9% |
| EPS (diluted) | — | $0.76 |
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 | — | $297.1M | ||
| Q4 25 | $382.2M | $298.7M | ||
| Q3 25 | $363.8M | $304.5M | ||
| Q2 25 | $345.3M | $304.2M | ||
| Q1 25 | $333.0M | $306.2M | ||
| Q4 24 | $325.5M | $301.4M | ||
| Q3 24 | $312.7M | $306.6M | ||
| Q2 24 | $312.3M | $305.3M |
| Q1 26 | — | $165.3M | ||
| Q4 25 | $11.7M | $169.3M | ||
| Q3 25 | $1.1M | $191.1M | ||
| Q2 25 | $-3.8M | $192.5M | ||
| Q1 25 | $709.0K | $185.5M | ||
| Q4 24 | $-7.1M | $184.7M | ||
| Q3 24 | $-6.0M | $200.0M | ||
| Q2 24 | $-23.3M | $204.2M |
| Q1 26 | — | — | ||
| Q4 25 | 4.7% | 71.2% | ||
| Q3 25 | 2.0% | 77.2% | ||
| Q2 25 | -0.9% | 80.9% | ||
| Q1 25 | 0.5% | 76.6% | ||
| Q4 24 | 0.3% | 77.9% | ||
| Q3 24 | 0.0% | 82.9% | ||
| Q2 24 | -5.1% | 85.1% |
| Q1 26 | — | 55.6% | ||
| Q4 25 | 3.1% | 56.7% | ||
| Q3 25 | 0.3% | 62.8% | ||
| Q2 25 | -1.1% | 63.3% | ||
| Q1 25 | 0.2% | 60.6% | ||
| Q4 24 | -2.2% | 61.3% | ||
| Q3 24 | -1.9% | 65.2% | ||
| Q2 24 | -7.5% | 66.9% |
| Q1 26 | — | $0.76 | ||
| Q4 25 | — | $0.75 | ||
| Q3 25 | — | $0.83 | ||
| Q2 25 | — | $0.81 | ||
| Q1 25 | — | $0.75 | ||
| Q4 24 | — | $0.71 | ||
| Q3 24 | — | $0.77 | ||
| Q2 24 | — | $0.77 |
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 | $235.1M |
| Total DebtLower is stronger | $282.8M | — |
| Stockholders' EquityBook value | $1.5B | $5.0B |
| Total Assets | $2.2B | $6.4B |
| Debt / EquityLower = less leverage | 0.19× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $235.1M | ||
| Q4 25 | $248.6M | $369.0M | ||
| Q3 25 | $203.9M | $266.9M | ||
| Q2 25 | $188.9M | $294.9M | ||
| Q1 25 | $134.3M | $207.0M | ||
| Q4 24 | $154.6M | $229.5M | ||
| Q3 24 | $102.6M | $288.6M | ||
| Q2 24 | $87.0M | $281.8M |
| Q1 26 | — | — | ||
| Q4 25 | $282.8M | — | ||
| Q3 25 | $284.6M | — | ||
| Q2 25 | $286.4M | — | ||
| Q1 25 | $288.2M | — | ||
| Q4 24 | $290.0M | — | ||
| Q3 24 | $287.3M | — | ||
| Q2 24 | $288.0M | — |
| Q1 26 | — | $5.0B | ||
| Q4 25 | $1.5B | $5.1B | ||
| Q3 25 | $1.5B | $5.2B | ||
| Q2 25 | $1.5B | $5.2B | ||
| Q1 25 | $1.5B | $5.1B | ||
| Q4 24 | $1.4B | $5.2B | ||
| Q3 24 | $1.4B | $5.3B | ||
| Q2 24 | $1.4B | $5.1B |
| Q1 26 | — | $6.4B | ||
| Q4 25 | $2.2B | $6.6B | ||
| Q3 25 | $2.1B | $6.6B | ||
| Q2 25 | $2.1B | $6.5B | ||
| Q1 25 | $2.1B | $6.5B | ||
| Q4 24 | $2.1B | $6.5B | ||
| Q3 24 | $2.1B | $6.7B | ||
| Q2 24 | $2.1B | $6.5B |
| Q1 26 | — | — | ||
| Q4 25 | 0.19× | — | ||
| Q3 25 | 0.19× | — | ||
| Q2 25 | 0.19× | — | ||
| Q1 25 | 0.20× | — | ||
| Q4 24 | 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 | $57.6M | $230.8M | ||
| Q3 25 | $27.3M | $215.4M | ||
| Q2 25 | $64.4M | $183.0M | ||
| Q1 25 | $-3.1M | $223.7M | ||
| Q4 24 | $62.3M | $182.4M | ||
| Q3 24 | $22.7M | $182.9M | ||
| Q2 24 | $44.1M | $169.2M |
| Q1 26 | — | — | ||
| Q4 25 | $46.6M | $230.2M | ||
| Q3 25 | $17.0M | $215.1M | ||
| Q2 25 | $56.6M | $183.0M | ||
| Q1 25 | $-10.3M | $223.5M | ||
| Q4 24 | $56.0M | $181.9M | ||
| Q3 24 | $17.7M | $182.5M | ||
| Q2 24 | $39.0M | $169.0M |
| Q1 26 | — | — | ||
| Q4 25 | 12.2% | 77.1% | ||
| Q3 25 | 4.7% | 70.6% | ||
| Q2 25 | 16.4% | 60.1% | ||
| Q1 25 | -3.1% | 73.0% | ||
| Q4 24 | 17.2% | 60.3% | ||
| Q3 24 | 5.7% | 59.5% | ||
| Q2 24 | 12.5% | 55.3% |
| Q1 26 | — | — | ||
| Q4 25 | 2.9% | 0.2% | ||
| Q3 25 | 2.8% | 0.1% | ||
| Q2 25 | 2.2% | 0.0% | ||
| Q1 25 | 2.2% | 0.0% | ||
| Q4 24 | 1.9% | 0.2% | ||
| Q3 24 | 1.6% | 0.1% | ||
| Q2 24 | 1.6% | 0.1% |
| Q1 26 | — | — | ||
| Q4 25 | 4.93× | 1.36× | ||
| Q3 25 | 25.34× | 1.13× | ||
| Q2 25 | — | 0.95× | ||
| Q1 25 | -4.36× | 1.21× | ||
| Q4 24 | — | 0.99× | ||
| Q3 24 | — | 0.91× | ||
| Q2 24 | — | 0.83× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
