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Side-by-side financial comparison of LifeStance Health Group, Inc. (LFST) and STAG Industrial, Inc. (STAG). 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 $224.2M, roughly 1.7× STAG Industrial, Inc.). STAG Industrial, Inc. runs the higher net margin — 27.6% vs 3.1%, a 24.6% gap on every dollar of revenue. On growth, LifeStance Health Group, Inc. posted the faster year-over-year revenue change (17.4% vs 9.1%). Over the past eight quarters, LifeStance Health Group, Inc.'s revenue compounded faster (12.8% CAGR vs 8.7%).
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.
Stag Arms is a firearms manufacturer founded in May 2003 and located in Cheyenne, Wyoming. Stag Arms is a manufacturer of the AR-15 type rifle, marketed as Stag-15 rifles. Stag advertises that all their weapons and accessories are made in the United States. They are best known for their left-handed AR-15 rifles, which use a mirror imaged upper receiver and have the ejection port reversed for left-handed shooters and the safety selector control on the right side of the lower receiver.
LFST vs STAG — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $382.2M | $224.2M |
| Net Profit | $11.7M | $62.0M |
| Gross Margin | — | — |
| Operating Margin | 4.7% | — |
| Net Margin | 3.1% | 27.6% |
| Revenue YoY | 17.4% | 9.1% |
| Net Profit YoY | 264.1% | — |
| EPS (diluted) | — | $0.32 |
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 | — | $224.2M | ||
| Q4 25 | $382.2M | $220.9M | ||
| Q3 25 | $363.8M | $211.1M | ||
| Q2 25 | $345.3M | $207.6M | ||
| Q1 25 | $333.0M | $205.6M | ||
| Q4 24 | $325.5M | $199.3M | ||
| Q3 24 | $312.7M | $190.7M | ||
| Q2 24 | $312.3M | $189.8M |
| Q1 26 | — | $62.0M | ||
| Q4 25 | $11.7M | $83.5M | ||
| Q3 25 | $1.1M | $48.6M | ||
| Q2 25 | $-3.8M | $50.0M | ||
| Q1 25 | $709.0K | $91.4M | ||
| Q4 24 | $-7.1M | $51.0M | ||
| Q3 24 | $-6.0M | $41.9M | ||
| Q2 24 | $-23.3M | $59.8M |
| Q1 26 | — | — | ||
| Q4 25 | 4.7% | — | ||
| Q3 25 | 2.0% | — | ||
| Q2 25 | -0.9% | — | ||
| Q1 25 | 0.5% | — | ||
| Q4 24 | 0.3% | — | ||
| Q3 24 | 0.0% | — | ||
| Q2 24 | -5.1% | — |
| Q1 26 | — | 27.6% | ||
| Q4 25 | 3.1% | 37.8% | ||
| Q3 25 | 0.3% | 23.0% | ||
| Q2 25 | -1.1% | 24.1% | ||
| Q1 25 | 0.2% | 44.5% | ||
| Q4 24 | -2.2% | 25.6% | ||
| Q3 24 | -1.9% | 21.9% | ||
| Q2 24 | -7.5% | 31.5% |
| Q1 26 | — | $0.32 | ||
| 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 | $8.9M |
| Total DebtLower is stronger | $282.8M | — |
| Stockholders' EquityBook value | $1.5B | $3.6B |
| Total Assets | $2.2B | $7.2B |
| Debt / EquityLower = less leverage | 0.19× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $8.9M | ||
| Q4 25 | $248.6M | $14.9M | ||
| Q3 25 | $203.9M | $17.3M | ||
| Q2 25 | $188.9M | $15.4M | ||
| Q1 25 | $134.3M | $9.3M | ||
| Q4 24 | $154.6M | $36.3M | ||
| Q3 24 | $102.6M | $70.0M | ||
| Q2 24 | $87.0M | $33.3M |
| Q1 26 | — | — | ||
| Q4 25 | $282.8M | $3.3B | ||
| Q3 25 | $284.6M | $3.1B | ||
| Q2 25 | $286.4M | $3.0B | ||
| Q1 25 | $288.2M | $3.0B | ||
| Q4 24 | $290.0M | $3.0B | ||
| Q3 24 | $287.3M | $2.9B | ||
| Q2 24 | $288.0M | $2.8B |
| Q1 26 | — | $3.6B | ||
| Q4 25 | $1.5B | $3.6B | ||
| Q3 25 | $1.5B | $3.4B | ||
| Q2 25 | $1.5B | $3.4B | ||
| Q1 25 | $1.5B | $3.5B | ||
| Q4 24 | $1.4B | $3.5B | ||
| Q3 24 | $1.4B | $3.3B | ||
| Q2 24 | $1.4B | $3.3B |
| Q1 26 | — | $7.2B | ||
| Q4 25 | $2.2B | $7.2B | ||
| Q3 25 | $2.1B | $6.9B | ||
| Q2 25 | $2.1B | $6.8B | ||
| Q1 25 | $2.1B | $6.8B | ||
| Q4 24 | $2.1B | $6.8B | ||
| Q3 24 | $2.1B | $6.6B | ||
| Q2 24 | $2.1B | $6.4B |
| Q1 26 | — | — | ||
| Q4 25 | 0.19× | 0.91× | ||
| Q3 25 | 0.19× | 0.91× | ||
| Q2 25 | 0.19× | 0.88× | ||
| Q1 25 | 0.20× | 0.87× | ||
| Q4 24 | 0.20× | 0.88× | ||
| Q3 24 | 0.20× | 0.89× | ||
| Q2 24 | 0.20× | 0.84× |
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% | 3.9% |
| 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 | $104.5M | ||
| Q3 25 | $27.3M | $143.5M | ||
| Q2 25 | $64.4M | $111.9M | ||
| Q1 25 | $-3.1M | $103.5M | ||
| Q4 24 | $62.3M | $104.9M | ||
| Q3 24 | $22.7M | $128.0M | ||
| Q2 24 | $44.1M | $122.2M |
| Q1 26 | — | — | ||
| Q4 25 | $46.6M | $43.8M | ||
| Q3 25 | $17.0M | $95.5M | ||
| Q2 25 | $56.6M | $62.3M | ||
| Q1 25 | $-10.3M | $57.2M | ||
| Q4 24 | $56.0M | $37.6M | ||
| Q3 24 | $17.7M | $86.7M | ||
| Q2 24 | $39.0M | $105.0M |
| Q1 26 | — | — | ||
| Q4 25 | 12.2% | 19.8% | ||
| Q3 25 | 4.7% | 45.2% | ||
| Q2 25 | 16.4% | 30.0% | ||
| Q1 25 | -3.1% | 27.8% | ||
| Q4 24 | 17.2% | 18.8% | ||
| Q3 24 | 5.7% | 45.5% | ||
| Q2 24 | 12.5% | 55.3% |
| Q1 26 | — | 3.9% | ||
| Q4 25 | 2.9% | 27.4% | ||
| Q3 25 | 2.8% | 22.7% | ||
| Q2 25 | 2.2% | 23.9% | ||
| Q1 25 | 2.2% | 22.5% | ||
| Q4 24 | 1.9% | 33.8% | ||
| Q3 24 | 1.6% | 21.6% | ||
| Q2 24 | 1.6% | 9.1% |
| Q1 26 | — | — | ||
| Q4 25 | 4.93× | 1.25× | ||
| Q3 25 | 25.34× | 2.95× | ||
| Q2 25 | — | 2.24× | ||
| Q1 25 | -4.36× | 1.13× | ||
| Q4 24 | — | 2.06× | ||
| Q3 24 | — | 3.06× | ||
| Q2 24 | — | 2.04× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
