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Side-by-side financial comparison of LifeStance Health Group, Inc. (LFST) and WATTS WATER TECHNOLOGIES INC (WTS). Click either name above to swap in a different company.
WATTS WATER TECHNOLOGIES INC is the larger business by last-quarter revenue ($625.1M vs $382.2M, roughly 1.6× LifeStance Health Group, Inc.). WATTS WATER TECHNOLOGIES INC runs the higher net margin — 13.4% vs 3.1%, a 10.3% gap on every dollar of revenue. On growth, LifeStance Health Group, Inc. posted the faster year-over-year revenue change (17.4% vs 15.7%). WATTS WATER TECHNOLOGIES INC produced more free cash flow last quarter ($140.3M vs $46.6M). Over the past eight quarters, LifeStance Health Group, Inc.'s revenue compounded faster (12.8% CAGR vs 4.6%).
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.
AERCO International, Inc. is a manufacturer and supplier of commercial condensing boilers, high efficiency water heating equipment and energy recovery systems in the HVAC/plumbing industry across a variety of markets including education, lodging, government, office buildings, healthcare, industrial and multifamily housing. In 1949, AERCO introduced the industry's first semi-instantaneous, tankless steam-to-water water heater. In 1988, AERCO introduced the first condensing and fully modulating...
LFST vs WTS — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $382.2M | $625.1M |
| Net Profit | $11.7M | $83.7M |
| Gross Margin | — | 49.5% |
| Operating Margin | 4.7% | 18.2% |
| Net Margin | 3.1% | 13.4% |
| Revenue YoY | 17.4% | 15.7% |
| Net Profit YoY | 264.1% | 24.0% |
| EPS (diluted) | — | $2.50 |
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 | $625.1M | ||
| Q3 25 | $363.8M | $611.7M | ||
| Q2 25 | $345.3M | $643.7M | ||
| Q1 25 | $333.0M | $558.0M | ||
| Q4 24 | $325.5M | $540.4M | ||
| Q3 24 | $312.7M | $543.6M | ||
| Q2 24 | $312.3M | $597.3M | ||
| Q1 24 | $300.4M | $570.9M |
| Q4 25 | $11.7M | $83.7M | ||
| Q3 25 | $1.1M | $82.2M | ||
| Q2 25 | $-3.8M | $100.9M | ||
| Q1 25 | $709.0K | $74.0M | ||
| Q4 24 | $-7.1M | $67.5M | ||
| Q3 24 | $-6.0M | $69.1M | ||
| Q2 24 | $-23.3M | $82.0M | ||
| Q1 24 | $-21.1M | $72.6M |
| Q4 25 | — | 49.5% | ||
| Q3 25 | — | 48.8% | ||
| Q2 25 | — | 50.6% | ||
| Q1 25 | — | 48.8% | ||
| Q4 24 | — | 46.7% | ||
| Q3 24 | — | 47.3% | ||
| Q2 24 | — | 47.7% | ||
| Q1 24 | — | 46.9% |
| Q4 25 | 4.7% | 18.2% | ||
| Q3 25 | 2.0% | 18.2% | ||
| Q2 25 | -0.9% | 21.0% | ||
| Q1 25 | 0.5% | 15.7% | ||
| Q4 24 | 0.3% | 16.5% | ||
| Q3 24 | 0.0% | 17.1% | ||
| Q2 24 | -5.1% | 18.7% | ||
| Q1 24 | -5.6% | 16.9% |
| Q4 25 | 3.1% | 13.4% | ||
| Q3 25 | 0.3% | 13.4% | ||
| Q2 25 | -1.1% | 15.7% | ||
| Q1 25 | 0.2% | 13.3% | ||
| Q4 24 | -2.2% | 12.5% | ||
| Q3 24 | -1.9% | 12.7% | ||
| Q2 24 | -7.5% | 13.7% | ||
| Q1 24 | -7.0% | 12.7% |
| Q4 25 | — | $2.50 | ||
| Q3 25 | — | $2.45 | ||
| Q2 25 | — | $3.01 | ||
| Q1 25 | — | $2.21 | ||
| Q4 24 | — | $2.02 | ||
| Q3 24 | — | $2.06 | ||
| Q2 24 | — | $2.44 | ||
| Q1 24 | — | $2.17 |
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 | $405.5M |
| Total DebtLower is stronger | $282.8M | — |
| Stockholders' EquityBook value | $1.5B | $2.0B |
| Total Assets | $2.2B | $2.9B |
| Debt / EquityLower = less leverage | 0.19× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $248.6M | $405.5M | ||
| Q3 25 | $203.9M | $457.7M | ||
| Q2 25 | $188.9M | $369.3M | ||
| Q1 25 | $134.3M | $336.8M | ||
| Q4 24 | $154.6M | $386.9M | ||
| Q3 24 | $102.6M | $303.9M | ||
| Q2 24 | $87.0M | $279.4M | ||
| Q1 24 | $49.5M | $237.1M |
| 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 | $2.0B | ||
| Q3 25 | $1.5B | $2.0B | ||
| Q2 25 | $1.5B | $1.9B | ||
| Q1 25 | $1.5B | $1.8B | ||
| Q4 24 | $1.4B | $1.7B | ||
| Q3 24 | $1.4B | $1.7B | ||
| Q2 24 | $1.4B | $1.6B | ||
| Q1 24 | $1.4B | $1.6B |
| Q4 25 | $2.2B | $2.9B | ||
| Q3 25 | $2.1B | $2.7B | ||
| Q2 25 | $2.1B | $2.6B | ||
| Q1 25 | $2.1B | $2.5B | ||
| Q4 24 | $2.1B | $2.4B | ||
| Q3 24 | $2.1B | $2.4B | ||
| Q2 24 | $2.1B | $2.4B | ||
| Q1 24 | $2.1B | $2.3B |
| 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 | $154.7M |
| Free Cash FlowOCF − Capex | $46.6M | $140.3M |
| FCF MarginFCF / Revenue | 12.2% | 22.4% |
| Capex IntensityCapex / Revenue | 2.9% | 2.3% |
| Cash ConversionOCF / Net Profit | 4.93× | 1.85× |
| TTM Free Cash FlowTrailing 4 quarters | $110.0M | $356.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $57.6M | $154.7M | ||
| Q3 25 | $27.3M | $122.4M | ||
| Q2 25 | $64.4M | $69.7M | ||
| Q1 25 | $-3.1M | $55.2M | ||
| Q4 24 | $62.3M | $139.5M | ||
| Q3 24 | $22.7M | $90.7M | ||
| Q2 24 | $44.1M | $85.3M | ||
| Q1 24 | $-21.8M | $45.6M |
| Q4 25 | $46.6M | $140.3M | ||
| Q3 25 | $17.0M | $110.9M | ||
| Q2 25 | $56.6M | $59.5M | ||
| Q1 25 | $-10.3M | $45.6M | ||
| Q4 24 | $56.0M | $127.5M | ||
| Q3 24 | $17.7M | $84.3M | ||
| Q2 24 | $39.0M | $78.5M | ||
| Q1 24 | $-26.9M | $35.5M |
| Q4 25 | 12.2% | 22.4% | ||
| Q3 25 | 4.7% | 18.1% | ||
| Q2 25 | 16.4% | 9.2% | ||
| Q1 25 | -3.1% | 8.2% | ||
| Q4 24 | 17.2% | 23.6% | ||
| Q3 24 | 5.7% | 15.5% | ||
| Q2 24 | 12.5% | 13.1% | ||
| Q1 24 | -9.0% | 6.2% |
| Q4 25 | 2.9% | 2.3% | ||
| Q3 25 | 2.8% | 1.9% | ||
| Q2 25 | 2.2% | 1.6% | ||
| Q1 25 | 2.2% | 1.7% | ||
| Q4 24 | 1.9% | 2.2% | ||
| Q3 24 | 1.6% | 1.2% | ||
| Q2 24 | 1.6% | 1.1% | ||
| Q1 24 | 1.7% | 1.8% |
| Q4 25 | 4.93× | 1.85× | ||
| Q3 25 | 25.34× | 1.49× | ||
| Q2 25 | — | 0.69× | ||
| Q1 25 | -4.36× | 0.75× | ||
| Q4 24 | — | 2.07× | ||
| Q3 24 | — | 1.31× | ||
| Q2 24 | — | 1.04× | ||
| Q1 24 | — | 0.63× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
