vs
Side-by-side financial comparison of LifeStance Health Group, Inc. (LFST) and Champion Homes, Inc. (SKY). Click either name above to swap in a different company.
Champion Homes, Inc. is the larger business by last-quarter revenue ($656.6M vs $382.2M, roughly 1.7× LifeStance Health Group, Inc.). Champion Homes, Inc. runs the higher net margin — 8.3% vs 3.1%, a 5.2% gap on every dollar of revenue. On growth, LifeStance Health Group, Inc. posted the faster year-over-year revenue change (17.4% vs 1.8%). Champion Homes, Inc. produced more free cash flow last quarter ($92.9M vs $46.6M). Over the past eight quarters, LifeStance Health Group, Inc.'s revenue compounded faster (12.8% CAGR vs 10.6%).
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.
Champion Homes, Inc., is a mobile and modular home manufacturing company. It is one of the largest modular homebuilders in North America. The company also provides factory-built housing to the United States and western Canada.
LFST vs SKY — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | ||
|---|---|---|
| Revenue | $382.2M | $656.6M |
| Net Profit | $11.7M | $54.3M |
| Gross Margin | — | 26.2% |
| Operating Margin | 4.7% | 9.5% |
| Net Margin | 3.1% | 8.3% |
| Revenue YoY | 17.4% | 1.8% |
| Net Profit YoY | 264.1% | -11.7% |
| EPS (diluted) | — | $0.97 |
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 | $656.6M | ||
| Q3 25 | $363.8M | $684.4M | ||
| Q2 25 | $345.3M | $701.3M | ||
| Q1 25 | $333.0M | $593.9M | ||
| Q4 24 | $325.5M | $644.9M | ||
| Q3 24 | $312.7M | $616.9M | ||
| Q2 24 | $312.3M | $627.8M | ||
| Q1 24 | $300.4M | $536.4M |
| Q4 25 | $11.7M | $54.3M | ||
| Q3 25 | $1.1M | $58.2M | ||
| Q2 25 | $-3.8M | $64.7M | ||
| Q1 25 | $709.0K | $36.3M | ||
| Q4 24 | $-7.1M | $61.5M | ||
| Q3 24 | $-6.0M | $54.7M | ||
| Q2 24 | $-23.3M | $45.8M | ||
| Q1 24 | $-21.1M | $2.8M |
| Q4 25 | — | 26.2% | ||
| Q3 25 | — | 27.5% | ||
| Q2 25 | — | 27.1% | ||
| Q1 25 | — | 25.7% | ||
| Q4 24 | — | 28.1% | ||
| Q3 24 | — | 27.0% | ||
| Q2 24 | — | 26.2% | ||
| Q1 24 | — | 18.3% |
| Q4 25 | 4.7% | 9.5% | ||
| Q3 25 | 2.0% | 10.9% | ||
| Q2 25 | -0.9% | 11.2% | ||
| Q1 25 | 0.5% | 7.1% | ||
| Q4 24 | 0.3% | 11.3% | ||
| Q3 24 | 0.0% | 10.8% | ||
| Q2 24 | -5.1% | 8.8% | ||
| Q1 24 | -5.6% | 1.4% |
| Q4 25 | 3.1% | 8.3% | ||
| Q3 25 | 0.3% | 8.5% | ||
| Q2 25 | -1.1% | 9.2% | ||
| Q1 25 | 0.2% | 6.1% | ||
| Q4 24 | -2.2% | 9.5% | ||
| Q3 24 | -1.9% | 8.9% | ||
| Q2 24 | -7.5% | 7.3% | ||
| Q1 24 | -7.0% | 0.5% |
| Q4 25 | — | $0.97 | ||
| Q3 25 | — | $1.03 | ||
| Q2 25 | — | $1.13 | ||
| Q1 25 | — | $0.63 | ||
| Q4 24 | — | $1.06 | ||
| Q3 24 | — | $0.94 | ||
| Q2 24 | — | $0.79 | ||
| Q1 24 | — | $0.04 |
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 | $659.8M |
| Total DebtLower is stronger | $282.8M | — |
| Stockholders' EquityBook value | $1.5B | $1.6B |
| Total Assets | $2.2B | $2.1B |
| Debt / EquityLower = less leverage | 0.19× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $248.6M | $659.8M | ||
| Q3 25 | $203.9M | $618.7M | ||
| Q2 25 | $188.9M | $605.3M | ||
| Q1 25 | $134.3M | $610.3M | ||
| Q4 24 | $154.6M | $581.8M | ||
| Q3 24 | $102.6M | $570.2M | ||
| Q2 24 | $87.0M | $548.9M | ||
| Q1 24 | $49.5M | $495.1M |
| 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 | $1.6B | ||
| Q3 25 | $1.5B | $1.6B | ||
| Q2 25 | $1.5B | $1.6B | ||
| Q1 25 | $1.5B | $1.5B | ||
| Q4 24 | $1.4B | $1.5B | ||
| Q3 24 | $1.4B | $1.5B | ||
| Q2 24 | $1.4B | $1.5B | ||
| Q1 24 | $1.4B | $1.4B |
| Q4 25 | $2.2B | $2.1B | ||
| Q3 25 | $2.1B | $2.1B | ||
| Q2 25 | $2.1B | $2.1B | ||
| Q1 25 | $2.1B | $2.1B | ||
| Q4 24 | $2.1B | $2.0B | ||
| Q3 24 | $2.1B | $2.0B | ||
| Q2 24 | $2.1B | $2.0B | ||
| Q1 24 | $2.1B | $1.9B |
| 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 | $100.0M |
| Free Cash FlowOCF − Capex | $46.6M | $92.9M |
| FCF MarginFCF / Revenue | 12.2% | 14.1% |
| Capex IntensityCapex / Revenue | 2.9% | 1.1% |
| Cash ConversionOCF / Net Profit | 4.93× | 1.84× |
| TTM Free Cash FlowTrailing 4 quarters | $110.0M | $259.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $57.6M | $100.0M | ||
| Q3 25 | $27.3M | $75.9M | ||
| Q2 25 | $64.4M | $75.3M | ||
| Q1 25 | $-3.1M | $46.0M | ||
| Q4 24 | $62.3M | $50.4M | ||
| Q3 24 | $22.7M | $59.8M | ||
| Q2 24 | $44.1M | $84.6M | ||
| Q1 24 | $-21.8M | — |
| Q4 25 | $46.6M | $92.9M | ||
| Q3 25 | $17.0M | $67.0M | ||
| Q2 25 | $56.6M | $66.4M | ||
| Q1 25 | $-10.3M | $33.4M | ||
| Q4 24 | $56.0M | $37.3M | ||
| Q3 24 | $17.7M | $45.7M | ||
| Q2 24 | $39.0M | $73.9M | ||
| Q1 24 | $-26.9M | — |
| Q4 25 | 12.2% | 14.1% | ||
| Q3 25 | 4.7% | 9.8% | ||
| Q2 25 | 16.4% | 9.5% | ||
| Q1 25 | -3.1% | 5.6% | ||
| Q4 24 | 17.2% | 5.8% | ||
| Q3 24 | 5.7% | 7.4% | ||
| Q2 24 | 12.5% | 11.8% | ||
| Q1 24 | -9.0% | — |
| Q4 25 | 2.9% | 1.1% | ||
| Q3 25 | 2.8% | 1.3% | ||
| Q2 25 | 2.2% | 1.3% | ||
| Q1 25 | 2.2% | 2.1% | ||
| Q4 24 | 1.9% | 2.0% | ||
| Q3 24 | 1.6% | 2.3% | ||
| Q2 24 | 1.6% | 1.7% | ||
| Q1 24 | 1.7% | — |
| Q4 25 | 4.93× | 1.84× | ||
| Q3 25 | 25.34× | 1.30× | ||
| Q2 25 | — | 1.16× | ||
| Q1 25 | -4.36× | 1.27× | ||
| Q4 24 | — | 0.82× | ||
| Q3 24 | — | 1.09× | ||
| Q2 24 | — | 1.85× | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LFST
Segment breakdown not available.
SKY
| Manufacturing | $369.7M | 56% |
| Retail | $252.7M | 38% |
| Canadian Factory Built Housing | $25.8M | 4% |
| Transportation And Other | $8.5M | 1% |