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Asana, Inc.（ASAN）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
LifeStance Health Group, Inc.的季度营收约是Asana, Inc.的1.9倍（$382.2M vs $201.0M），LifeStance Health Group, Inc.净利率更高（3.1% vs -34.0%，领先37.1%），LifeStance Health Group, Inc.同比增速更快（17.4% vs 9.3%），LifeStance Health Group, Inc.自由现金流更多（$46.6M vs $15.5M），过去两年LifeStance Health Group, Inc.的营收复合增速更高（12.8% vs 8.4%）
Asana是一家总部位于美国旧金山的软件企业，由达斯汀·莫斯科维茨和贾斯汀·罗森斯坦于2008年创立，核心产品是同名工作管理平台，支持网页端与移动端使用，可帮助团队梳理、跟踪及统筹各类工作事项，2012年4月正式商业化推出，2020年9月直接上市，当时估值达55亿美元。
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。
ASAN vs LFST — 直观对比
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $201.0M | $382.2M |
| 净利润 | $-68.4M | $11.7M |
| 毛利率 | 88.9% | — |
| 营业利润率 | -34.8% | 4.7% |
| 净利率 | -34.0% | 3.1% |
| 营收同比 | 9.3% | 17.4% |
| 净利润同比 | -19.4% | 264.1% |
| 每股收益（稀释后） | $-0.29 | — |
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 | $201.0M | $382.2M | ||
| Q3 25 | $196.9M | $363.8M | ||
| Q2 25 | $187.3M | $345.3M | ||
| Q1 25 | $188.3M | $333.0M | ||
| Q4 24 | $183.9M | $325.5M | ||
| Q3 24 | $179.2M | $312.7M | ||
| Q2 24 | $172.4M | $312.3M | ||
| Q1 24 | $171.1M | $300.4M |
| Q4 25 | $-68.4M | $11.7M | ||
| Q3 25 | $-48.4M | $1.1M | ||
| Q2 25 | $-40.0M | $-3.8M | ||
| Q1 25 | $-62.3M | $709.0K | ||
| Q4 24 | $-57.3M | $-7.1M | ||
| Q3 24 | $-72.2M | $-6.0M | ||
| Q2 24 | $-63.7M | $-23.3M | ||
| Q1 24 | $-62.4M | $-21.1M |
| Q4 25 | 88.9% | — | ||
| Q3 25 | 89.7% | — | ||
| Q2 25 | 89.7% | — | ||
| Q1 25 | 89.6% | — | ||
| Q4 24 | 89.2% | — | ||
| Q3 24 | 88.8% | — | ||
| Q2 24 | 89.7% | — | ||
| Q1 24 | 89.8% | — |
| Q4 25 | -34.8% | 4.7% | ||
| Q3 25 | -25.1% | 2.0% | ||
| Q2 25 | -23.4% | -0.9% | ||
| Q1 25 | -33.8% | 0.5% | ||
| Q4 24 | -32.7% | 0.3% | ||
| Q3 24 | -42.9% | 0.0% | ||
| Q2 24 | -38.4% | -5.1% | ||
| Q1 24 | -39.7% | -5.6% |
| Q4 25 | -34.0% | 3.1% | ||
| Q3 25 | -24.6% | 0.3% | ||
| Q2 25 | -21.4% | -1.1% | ||
| Q1 25 | -33.1% | 0.2% | ||
| Q4 24 | -31.2% | -2.2% | ||
| Q3 24 | -40.3% | -1.9% | ||
| Q2 24 | -37.0% | -7.5% | ||
| Q1 24 | -36.5% | -7.0% |
| Q4 25 | $-0.29 | — | ||
| Q3 25 | $-0.20 | — | ||
| Q2 25 | $-0.17 | — | ||
| Q1 25 | $-0.27 | — | ||
| Q4 24 | $-0.25 | — | ||
| Q3 24 | $-0.31 | — | ||
| Q2 24 | $-0.28 | — | ||
| Q1 24 | $-0.28 | — |
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 | $183.5M | $248.6M |
| 总债务越低越好 | — | $282.8M |
| 股东权益账面价值 | $188.4M | $1.5B |
| 总资产 | $840.4M | $2.2B |
| 负债/权益比越低杠杆越低 | — | 0.19× |
8季度趋势，按日历期对齐
| Q4 25 | $183.5M | $248.6M | ||
| Q3 25 | $184.1M | $203.9M | ||
| Q2 25 | $193.8M | $188.9M | ||
| Q1 25 | $184.7M | $134.3M | ||
| Q4 24 | $196.8M | $154.6M | ||
| Q3 24 | $219.4M | $102.6M | ||
| Q2 24 | $222.0M | $87.0M | ||
| Q1 24 | $236.7M | $49.5M |
| 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 | $188.4M | $1.5B | ||
| Q3 25 | $224.6M | $1.5B | ||
| Q2 25 | $236.3M | $1.5B | ||
| Q1 25 | $227.5M | $1.5B | ||
| Q4 24 | $239.3M | $1.4B | ||
| Q3 24 | $291.9M | $1.4B | ||
| Q2 24 | $319.9M | $1.4B | ||
| Q1 24 | $326.4M | $1.4B |
| Q4 25 | $840.4M | $2.2B | ||
| Q3 25 | $883.2M | $2.1B | ||
| Q2 25 | $877.1M | $2.1B | ||
| Q1 25 | $891.4M | $2.1B | ||
| Q4 24 | $874.2M | $2.1B | ||
| Q3 24 | $945.4M | $2.1B | ||
| Q2 24 | $978.2M | $2.1B | ||
| Q1 24 | $962.0M | $2.1B |
| 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× |
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 | $16.2M | $57.6M |
| 自由现金流经营现金流 - 资本支出 | $15.5M | $46.6M |
| 自由现金流率自由现金流/营收 | 7.7% | 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 | — | 4.93× |
| 过去12个月自由现金流最近4个季度 | $74.5M | $110.0M |
8季度趋势，按日历期对齐
| Q4 25 | $16.2M | $57.6M | ||
| Q3 25 | $39.8M | $27.3M | ||
| Q2 25 | $6.8M | $64.4M | ||
| Q1 25 | $15.9M | $-3.1M | ||
| Q4 24 | $-14.9M | $62.3M | ||
| Q3 24 | $15.9M | $22.7M | ||
| Q2 24 | $-1.9M | $44.1M | ||
| Q1 24 | $-15.3M | $-21.8M |
| Q4 25 | $15.5M | $46.6M | ||
| Q3 25 | $38.5M | $17.0M | ||
| Q2 25 | $6.1M | $56.6M | ||
| Q1 25 | $14.3M | $-10.3M | ||
| Q4 24 | $-16.3M | $56.0M | ||
| Q3 24 | $14.2M | $17.7M | ||
| Q2 24 | $-2.9M | $39.0M | ||
| Q1 24 | $-15.8M | $-26.9M |
| Q4 25 | 7.7% | 12.2% | ||
| Q3 25 | 19.6% | 4.7% | ||
| Q2 25 | 3.3% | 16.4% | ||
| Q1 25 | 7.6% | -3.1% | ||
| Q4 24 | -8.8% | 17.2% | ||
| Q3 24 | 7.9% | 5.7% | ||
| Q2 24 | -1.7% | 12.5% | ||
| Q1 24 | -9.3% | -9.0% |
| Q4 25 | 0.3% | 2.9% | ||
| Q3 25 | 0.7% | 2.8% | ||
| Q2 25 | 0.3% | 2.2% | ||
| Q1 25 | 0.8% | 2.2% | ||
| Q4 24 | 0.7% | 1.9% | ||
| Q3 24 | 0.9% | 1.6% | ||
| Q2 24 | 0.6% | 1.6% | ||
| Q1 24 | 0.3% | 1.7% |
| Q4 25 | — | 4.93× | ||
| Q3 25 | — | 25.34× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | -4.36× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
ASAN
| US | $118.5M | 59% |
| Non Us | $82.5M | 41% |
LFST
暂无分部数据
