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AFFILIATED MANAGERS GROUP, INC.（AMG）与LifeStance Health Group, Inc.（LFST）财务数据对比。点击上方公司名可切换其他公司
AFFILIATED MANAGERS GROUP, INC.的季度营收约是LifeStance Health Group, Inc.的1.5倍（$556.6M vs $382.2M），AFFILIATED MANAGERS GROUP, INC.净利率更高（62.4% vs 3.1%，领先59.4%），LifeStance Health Group, Inc.同比增速更快（17.4% vs 6.2%），AFFILIATED MANAGERS GROUP, INC.自由现金流更多（$254.5M vs $46.6M），过去两年LifeStance Health Group, Inc.的营收复合增速更高（12.8% vs 5.5%）
Affiliated Managers Group（简称AMG）是一家成立于1993年的美国金融服务企业，总部位于佛罗里达州西棕榈滩。公司股票在纽约证券交易所挂牌交易，代码为AMG，同时是标普400美国中型企业指数的成份股。
LifeStance Health Group是美国的门诊行为健康服务提供商，支持线下面诊与远程诊疗两种服务模式，业务涵盖心理咨询、精神科诊疗、经颅磁刺激（TMS）以及氯胺酮治疗等。该公司曾多次因劳动违规、客户信息泄露及误导投资者相关问题遭遇诉讼。
AMG vs LFST — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $556.6M | $382.2M |
| 净利润 | $347.5M | $11.7M |
| 毛利率 | — | — |
| 营业利润率 | 94.4% | 4.7% |
| 净利率 | 62.4% | 3.1% |
| 营收同比 | 6.2% | 17.4% |
| 净利润同比 | 114.2% | 264.1% |
| 每股收益（稀释后） | $10.87 | — |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
| Q4 25 | $556.6M | $382.2M | ||
| Q3 25 | $528.0M | $363.8M | ||
| Q2 25 | $493.2M | $345.3M | ||
| Q1 25 | $496.6M | $333.0M | ||
| Q4 24 | $524.3M | $325.5M | ||
| Q3 24 | $516.4M | $312.7M | ||
| Q2 24 | $500.3M | $312.3M | ||
| Q1 24 | $499.9M | $300.4M |
| Q4 25 | $347.5M | $11.7M | ||
| Q3 25 | $212.4M | $1.1M | ||
| Q2 25 | $84.3M | $-3.8M | ||
| Q1 25 | $72.4M | $709.0K | ||
| Q4 24 | $162.2M | $-7.1M | ||
| Q3 24 | $123.6M | $-6.0M | ||
| Q2 24 | $76.0M | $-23.3M | ||
| Q1 24 | $149.8M | $-21.1M |
| Q4 25 | 94.4% | 4.7% | ||
| Q3 25 | 68.7% | 2.0% | ||
| Q2 25 | 34.8% | -0.9% | ||
| Q1 25 | 25.5% | 0.5% | ||
| Q4 24 | 52.2% | 0.3% | ||
| Q3 24 | 42.0% | 0.0% | ||
| Q2 24 | 35.6% | -5.1% | ||
| Q1 24 | 50.8% | -5.6% |
| Q4 25 | 62.4% | 3.1% | ||
| Q3 25 | 40.2% | 0.3% | ||
| Q2 25 | 17.1% | -1.1% | ||
| Q1 25 | 14.6% | 0.2% | ||
| Q4 24 | 30.9% | -2.2% | ||
| Q3 24 | 23.9% | -1.9% | ||
| Q2 24 | 15.2% | -7.5% | ||
| Q1 24 | 30.0% | -7.0% |
| Q4 25 | $10.87 | — | ||
| Q3 25 | $6.87 | — | ||
| Q2 25 | $2.80 | — | ||
| Q1 25 | $2.20 | — | ||
| Q4 24 | $4.95 | — | ||
| Q3 24 | $3.78 | — | ||
| Q2 24 | $2.26 | — | ||
| Q1 24 | $4.14 | — |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $586.0M | $248.6M |
| 总债务越低越好 | $2.7B | $282.8M |
| 股东权益账面价值 | $3.2B | $1.5B |
| 总资产 | $9.2B | $2.2B |
| 负债/权益比越低杠杆越低 | 0.83× | 0.19× |
8季度趋势，按日历期对齐
| Q4 25 | $586.0M | $248.6M | ||
| Q3 25 | $476.1M | $203.9M | ||
| Q2 25 | $361.0M | $188.9M | ||
| Q1 25 | $816.5M | $134.3M | ||
| Q4 24 | $950.0M | $154.6M | ||
| Q3 24 | $1.0B | $102.6M | ||
| Q2 24 | $865.5M | $87.0M | ||
| Q1 24 | $793.4M | $49.5M |
| Q4 25 | $2.7B | $282.8M | ||
| Q3 25 | $2.4B | $284.6M | ||
| Q2 25 | $2.6B | $286.4M | ||
| Q1 25 | $2.6B | $288.2M | ||
| Q4 24 | $2.6B | $290.0M | ||
| Q3 24 | $2.6B | $287.3M | ||
| Q2 24 | $2.5B | $288.0M | ||
| Q1 24 | $2.5B | $288.8M |
| Q4 25 | $3.2B | $1.5B | ||
| Q3 25 | $3.3B | $1.5B | ||
| Q2 25 | $3.2B | $1.5B | ||
| Q1 25 | $3.2B | $1.5B | ||
| Q4 24 | $3.3B | $1.4B | ||
| Q3 24 | $3.3B | $1.4B | ||
| Q2 24 | $3.3B | $1.4B | ||
| Q1 24 | $3.6B | $1.4B |
| Q4 25 | $9.2B | $2.2B | ||
| Q3 25 | $8.9B | $2.1B | ||
| Q2 25 | $8.8B | $2.1B | ||
| Q1 25 | $8.7B | $2.1B | ||
| Q4 24 | $8.8B | $2.1B | ||
| Q3 24 | $8.9B | $2.1B | ||
| Q2 24 | $8.8B | $2.1B | ||
| Q1 24 | $9.0B | $2.1B |
| Q4 25 | 0.83× | 0.19× | ||
| Q3 25 | 0.71× | 0.19× | ||
| Q2 25 | 0.81× | 0.19× | ||
| Q1 25 | 0.82× | 0.20× | ||
| Q4 24 | 0.78× | 0.20× | ||
| Q3 24 | 0.79× | 0.20× | ||
| Q2 24 | 0.76× | 0.20× | ||
| Q1 24 | 0.70× | 0.20× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $256.4M | $57.6M |
| 自由现金流经营现金流 - 资本支出 | $254.5M | $46.6M |
| 自由现金流率自由现金流/营收 | 45.7% | 12.2% |
| 资本支出强度资本支出/营收 | 0.3% | 2.9% |
| 现金转化率经营现金流/净利润 | 0.74× | 4.93× |
| 过去12个月自由现金流最近4个季度 | $967.1M | $110.0M |
8季度趋势，按日历期对齐
| Q4 25 | $256.4M | $57.6M | ||
| Q3 25 | $277.1M | $27.3M | ||
| Q2 25 | $230.8M | $64.4M | ||
| Q1 25 | $208.9M | $-3.1M | ||
| Q4 24 | $212.5M | $62.3M | ||
| Q3 24 | $265.2M | $22.7M | ||
| Q2 24 | $245.2M | $44.1M | ||
| Q1 24 | $209.2M | $-21.8M |
| Q4 25 | $254.5M | $46.6M | ||
| Q3 25 | $275.9M | $17.0M | ||
| Q2 25 | $229.4M | $56.6M | ||
| Q1 25 | $207.3M | $-10.3M | ||
| Q4 24 | $211.4M | $56.0M | ||
| Q3 24 | $264.5M | $17.7M | ||
| Q2 24 | $244.6M | $39.0M | ||
| Q1 24 | $208.2M | $-26.9M |
| Q4 25 | 45.7% | 12.2% | ||
| Q3 25 | 52.3% | 4.7% | ||
| Q2 25 | 46.5% | 16.4% | ||
| Q1 25 | 41.7% | -3.1% | ||
| Q4 24 | 40.3% | 17.2% | ||
| Q3 24 | 51.2% | 5.7% | ||
| Q2 24 | 48.9% | 12.5% | ||
| Q1 24 | 41.6% | -9.0% |
| Q4 25 | 0.3% | 2.9% | ||
| Q3 25 | 0.2% | 2.8% | ||
| Q2 25 | 0.3% | 2.2% | ||
| Q1 25 | 0.3% | 2.2% | ||
| Q4 24 | 0.2% | 1.9% | ||
| Q3 24 | 0.1% | 1.6% | ||
| Q2 24 | 0.1% | 1.6% | ||
| Q1 24 | 0.2% | 1.7% |
| Q4 25 | 0.74× | 4.93× | ||
| Q3 25 | 1.30× | 25.34× | ||
| Q2 25 | 2.74× | — | ||
| Q1 25 | 2.89× | -4.36× | ||
| Q4 24 | 1.31× | — | ||
| Q3 24 | 2.15× | — | ||
| Q2 24 | 3.23× | — | ||
| Q1 24 | 1.40× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
