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Side-by-side financial comparison of LifeStance Health Group, Inc. (LFST) and Revolve Group, Inc. (RVLV). 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 $324.4M, roughly 1.2× Revolve Group, Inc.). Revolve Group, Inc. runs the higher net margin — 5.7% vs 3.1%, a 2.7% gap on every dollar of revenue. On growth, LifeStance Health Group, Inc. posted the faster year-over-year revenue change (17.4% vs 10.4%). LifeStance Health Group, Inc. produced more free cash flow last quarter ($46.6M vs $-13.3M). Over the past eight quarters, LifeStance Health Group, Inc.'s revenue compounded faster (12.8% CAGR vs 9.5%).
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.
Revolve Theatre Company is a Henley-on-Thames based theatre company specialising in political and Shakespearean plays. The company is owned by Oliver Dench, Joe Morris and Tom Smith.
LFST vs RVLV — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $382.2M | $324.4M |
| Net Profit | $11.7M | $18.6M |
| Gross Margin | — | 53.3% |
| Operating Margin | 4.7% | 6.3% |
| Net Margin | 3.1% | 5.7% |
| Revenue YoY | 17.4% | 10.4% |
| Net Profit YoY | 264.1% | 50.4% |
| EPS (diluted) | — | $0.27 |
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.
| Q4 25 | $382.2M | $324.4M | ||
| Q3 25 | $363.8M | $295.6M | ||
| Q2 25 | $345.3M | $309.0M | ||
| Q1 25 | $333.0M | $296.7M | ||
| Q4 24 | $325.5M | $293.7M | ||
| Q3 24 | $312.7M | $283.1M | ||
| Q2 24 | $312.3M | $282.5M | ||
| Q1 24 | $300.4M | $270.6M |
| Q4 25 | $11.7M | $18.6M | ||
| Q3 25 | $1.1M | $21.2M | ||
| Q2 25 | $-3.8M | $10.2M | ||
| Q1 25 | $709.0K | $11.8M | ||
| Q4 24 | $-7.1M | $12.3M | ||
| Q3 24 | $-6.0M | $11.0M | ||
| Q2 24 | $-23.3M | $15.4M | ||
| Q1 24 | $-21.1M | $10.9M |
| Q4 25 | — | 53.3% | ||
| Q3 25 | — | 54.6% | ||
| Q2 25 | — | 54.1% | ||
| Q1 25 | — | 52.0% | ||
| Q4 24 | — | 52.5% | ||
| Q3 24 | — | 51.2% | ||
| Q2 24 | — | 54.0% | ||
| Q1 24 | — | 52.3% |
| Q4 25 | 4.7% | 6.3% | ||
| Q3 25 | 2.0% | 7.1% | ||
| Q2 25 | -0.9% | 5.8% | ||
| Q1 25 | 0.5% | 5.0% | ||
| Q4 24 | 0.3% | 3.9% | ||
| Q3 24 | 0.0% | 5.0% | ||
| Q2 24 | -5.1% | 5.8% | ||
| Q1 24 | -5.6% | 3.4% |
| Q4 25 | 3.1% | 5.7% | ||
| Q3 25 | 0.3% | 7.2% | ||
| Q2 25 | -1.1% | 3.3% | ||
| Q1 25 | 0.2% | 4.0% | ||
| Q4 24 | -2.2% | 4.2% | ||
| Q3 24 | -1.9% | 3.9% | ||
| Q2 24 | -7.5% | 5.4% | ||
| Q1 24 | -7.0% | 4.0% |
| Q4 25 | — | $0.27 | ||
| Q3 25 | — | $0.29 | ||
| Q2 25 | — | $0.14 | ||
| Q1 25 | — | $0.16 | ||
| Q4 24 | — | $0.18 | ||
| Q3 24 | — | $0.15 | ||
| Q2 24 | — | $0.21 | ||
| Q1 24 | — | $0.15 |
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 | $292.3M |
| Total DebtLower is stronger | $282.8M | — |
| Stockholders' EquityBook value | $1.5B | $512.5M |
| Total Assets | $2.2B | $765.0M |
| Debt / EquityLower = less leverage | 0.19× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $248.6M | $292.3M | ||
| Q3 25 | $203.9M | $315.4M | ||
| Q2 25 | $188.9M | $310.7M | ||
| Q1 25 | $134.3M | $300.8M | ||
| Q4 24 | $154.6M | $256.6M | ||
| Q3 24 | $102.6M | $252.8M | ||
| Q2 24 | $87.0M | $244.7M | ||
| Q1 24 | $49.5M | $273.4M |
| 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 24 | $288.8M | — |
| Q4 25 | $1.5B | $512.5M | ||
| Q3 25 | $1.5B | $490.2M | ||
| Q2 25 | $1.5B | $468.6M | ||
| Q1 25 | $1.5B | $453.4M | ||
| Q4 24 | $1.4B | $437.8M | ||
| Q3 24 | $1.4B | $420.8M | ||
| Q2 24 | $1.4B | $405.8M | ||
| Q1 24 | $1.4B | $389.9M |
| Q4 25 | $2.2B | $765.0M | ||
| Q3 25 | $2.1B | $751.3M | ||
| Q2 25 | $2.1B | $722.9M | ||
| Q1 25 | $2.1B | $713.9M | ||
| Q4 24 | $2.1B | $665.5M | ||
| Q3 24 | $2.1B | $670.9M | ||
| Q2 24 | $2.1B | $657.8M | ||
| Q1 24 | $2.1B | $650.0M |
| 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× | — | ||
| Q1 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 | $-10.2M |
| Free Cash FlowOCF − Capex | $46.6M | $-13.3M |
| FCF MarginFCF / Revenue | 12.2% | -4.1% |
| Capex IntensityCapex / Revenue | 2.9% | 1.0% |
| Cash ConversionOCF / Net Profit | 4.93× | -0.55× |
| TTM Free Cash FlowTrailing 4 quarters | $110.0M | $48.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $57.6M | $-10.2M | ||
| Q3 25 | $27.3M | $11.8M | ||
| Q2 25 | $64.4M | $12.6M | ||
| Q1 25 | $-3.1M | $45.1M | ||
| Q4 24 | $62.3M | $3.9M | ||
| Q3 24 | $22.7M | $9.1M | ||
| Q2 24 | $44.1M | $-24.7M | ||
| Q1 24 | $-21.8M | $38.4M |
| Q4 25 | $46.6M | $-13.3M | ||
| Q3 25 | $17.0M | $7.5M | ||
| Q2 25 | $56.6M | $10.4M | ||
| Q1 25 | $-10.3M | $43.4M | ||
| Q4 24 | $56.0M | $2.1M | ||
| Q3 24 | $17.7M | $8.0M | ||
| Q2 24 | $39.0M | $-25.7M | ||
| Q1 24 | $-26.9M | $36.7M |
| Q4 25 | 12.2% | -4.1% | ||
| Q3 25 | 4.7% | 2.5% | ||
| Q2 25 | 16.4% | 3.4% | ||
| Q1 25 | -3.1% | 14.6% | ||
| Q4 24 | 17.2% | 0.7% | ||
| Q3 24 | 5.7% | 2.8% | ||
| Q2 24 | 12.5% | -9.1% | ||
| Q1 24 | -9.0% | 13.5% |
| Q4 25 | 2.9% | 1.0% | ||
| Q3 25 | 2.8% | 1.5% | ||
| Q2 25 | 2.2% | 0.7% | ||
| Q1 25 | 2.2% | 0.6% | ||
| Q4 24 | 1.9% | 0.6% | ||
| Q3 24 | 1.6% | 0.4% | ||
| Q2 24 | 1.6% | 0.4% | ||
| Q1 24 | 1.7% | 0.6% |
| Q4 25 | 4.93× | -0.55× | ||
| Q3 25 | 25.34× | 0.56× | ||
| Q2 25 | — | 1.24× | ||
| Q1 25 | -4.36× | 3.82× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | — | 0.83× | ||
| Q2 24 | — | -1.60× | ||
| Q1 24 | — | 3.53× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LFST
Segment breakdown not available.
RVLV
| Fashion Apparel | $155.1M | 48% |
| Dresses | $76.4M | 24% |
| Handbags Shoes And Accessories | $67.6M | 21% |
| Beauty | $20.3M | 6% |
| Manufactured Product Other | $5.0M | 2% |
| Breakage On Store Credit And Gift Cards | $900.0K | 0% |
