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COUSINS PROPERTIES INC（CUZ）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COUSINS PROPERTIES INC的1.5倍（$382.2M vs $255.0M），LifeStance Health Group, Inc.净利率更高（3.1% vs -1.4%，领先4.4%），LifeStance Health Group, Inc.同比增速更快（17.4% vs 13.2%），COUSINS PROPERTIES INC自由现金流更多（$135.0M vs $46.6M），过去两年LifeStance Health Group, Inc.的营收复合增速更高（12.8% vs 10.4%）
Cousins Properties是一家公开上市的房地产投资信托（REIT），专注于亚特兰大、夏洛特、奥斯汀、菲尼克斯、坦帕及北卡罗来纳州教堂山的写字楼资产投资。公司曾开发多个知名地标项目，包括亚特兰大的CNN中心、奥姆尼体育馆、桃树中心191号大厦以及埃默里角商业综合体。
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。
CUZ vs LFST — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $255.0M | $382.2M |
| 净利润 | $-3.5M | $11.7M |
| 毛利率 | 67.4% | — |
| 营业利润率 | 67.5% | 4.7% |
| 净利率 | -1.4% | 3.1% |
| 营收同比 | 13.2% | 17.4% |
| 净利润同比 | -125.4% | 264.1% |
| 每股收益（稀释后） | $-0.02 | — |
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 | $255.0M | $382.2M | ||
| Q3 25 | $248.3M | $363.8M | ||
| Q2 25 | $240.1M | $345.3M | ||
| Q1 25 | $250.3M | $333.0M | ||
| Q4 24 | $225.3M | $325.5M | ||
| Q3 24 | $209.2M | $312.7M | ||
| Q2 24 | $213.0M | $312.3M | ||
| Q1 24 | $209.2M | $300.4M |
| Q4 25 | $-3.5M | $11.7M | ||
| Q3 25 | $8.6M | $1.1M | ||
| Q2 25 | $14.5M | $-3.8M | ||
| Q1 25 | $20.9M | $709.0K | ||
| Q4 24 | $13.6M | $-7.1M | ||
| Q3 24 | $11.2M | $-6.0M | ||
| Q2 24 | $7.8M | $-23.3M | ||
| Q1 24 | $13.3M | $-21.1M |
| Q4 25 | 67.4% | — | ||
| Q3 25 | 67.8% | — | ||
| Q2 25 | 69.1% | — | ||
| Q1 25 | 69.2% | — | ||
| Q4 24 | 67.6% | — | ||
| Q3 24 | 68.5% | — | ||
| Q2 24 | 66.8% | — | ||
| Q1 24 | 66.0% | — |
| Q4 25 | 67.5% | 4.7% | ||
| Q3 25 | 68.1% | 2.0% | ||
| Q2 25 | 69.4% | -0.9% | ||
| Q1 25 | 66.0% | 0.5% | ||
| Q4 24 | 65.8% | 0.3% | ||
| Q3 24 | 67.9% | 0.0% | ||
| Q2 24 | 66.4% | -5.1% | ||
| Q1 24 | 66.3% | -5.6% |
| Q4 25 | -1.4% | 3.1% | ||
| Q3 25 | 3.5% | 0.3% | ||
| Q2 25 | 6.0% | -1.1% | ||
| Q1 25 | 8.3% | 0.2% | ||
| Q4 24 | 6.1% | -2.2% | ||
| Q3 24 | 5.4% | -1.9% | ||
| Q2 24 | 3.7% | -7.5% | ||
| Q1 24 | 6.4% | -7.0% |
| Q4 25 | $-0.02 | — | ||
| Q3 25 | $0.05 | — | ||
| Q2 25 | $0.09 | — | ||
| Q1 25 | $0.12 | — | ||
| Q4 24 | $0.09 | — | ||
| Q3 24 | $0.07 | — | ||
| Q2 24 | $0.05 | — | ||
| Q1 24 | $0.09 | — |
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 | $5.7M | $248.6M |
| 总债务越低越好 | $3.3B | $282.8M |
| 股东权益账面价值 | $4.7B | $1.5B |
| 总资产 | $8.9B | $2.2B |
| 负债/权益比越低杠杆越低 | 0.71× | 0.19× |
8季度趋势，按日历期对齐
| Q4 25 | $5.7M | $248.6M | ||
| Q3 25 | $4.7M | $203.9M | ||
| Q2 25 | $416.8M | $188.9M | ||
| Q1 25 | $5.3M | $134.3M | ||
| Q4 24 | $7.3M | $154.6M | ||
| Q3 24 | $76.1M | $102.6M | ||
| Q2 24 | $6.0M | $87.0M | ||
| Q1 24 | $5.5M | $49.5M |
| Q4 25 | $3.3B | $282.8M | ||
| Q3 25 | $3.3B | $284.6M | ||
| Q2 25 | $3.5B | $286.4M | ||
| Q1 25 | $3.0B | $288.2M | ||
| Q4 24 | $3.1B | $290.0M | ||
| Q3 24 | $2.7B | $287.3M | ||
| Q2 24 | $2.6B | $288.0M | ||
| Q1 24 | $2.6B | $288.8M |
| Q4 25 | $4.7B | $1.5B | ||
| Q3 25 | $4.7B | $1.5B | ||
| Q2 25 | $4.8B | $1.5B | ||
| Q1 25 | $4.8B | $1.5B | ||
| Q4 24 | $4.8B | $1.4B | ||
| Q3 24 | $4.4B | $1.4B | ||
| Q2 24 | $4.5B | $1.4B | ||
| Q1 24 | $4.5B | $1.4B |
| Q4 25 | $8.9B | $2.2B | ||
| Q3 25 | $8.9B | $2.1B | ||
| Q2 25 | $9.1B | $2.1B | ||
| Q1 25 | $8.7B | $2.1B | ||
| Q4 24 | $8.8B | $2.1B | ||
| Q3 24 | $7.8B | $2.1B | ||
| Q2 24 | $7.7B | $2.1B | ||
| Q1 24 | $7.7B | $2.1B |
| Q4 25 | 0.71× | 0.19× | ||
| Q3 25 | 0.70× | 0.19× | ||
| Q2 25 | 0.73× | 0.19× | ||
| Q1 25 | 0.63× | 0.20× | ||
| Q4 24 | 0.64× | 0.20× | ||
| Q3 24 | 0.60× | 0.20× | ||
| Q2 24 | 0.58× | 0.20× | ||
| Q1 24 | 0.57× | 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 | $402.3M | $57.6M |
| 自由现金流经营现金流 - 资本支出 | $135.0M | $46.6M |
| 自由现金流率自由现金流/营收 | 53.0% | 12.2% |
| 资本支出强度资本支出/营收 | 104.8% | 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 | — | $110.0M |
8季度趋势，按日历期对齐
| Q4 25 | $402.3M | $57.6M | ||
| Q3 25 | $120.5M | $27.3M | ||
| Q2 25 | $122.6M | $64.4M | ||
| Q1 25 | $44.8M | $-3.1M | ||
| Q4 24 | $400.2M | $62.3M | ||
| Q3 24 | $117.4M | $22.7M | ||
| Q2 24 | $125.5M | $44.1M | ||
| Q1 24 | $28.3M | $-21.8M |
| Q4 25 | $135.0M | $46.6M | ||
| Q3 25 | — | $17.0M | ||
| Q2 25 | — | $56.6M | ||
| Q1 25 | — | $-10.3M | ||
| Q4 24 | $147.5M | $56.0M | ||
| Q3 24 | — | $17.7M | ||
| Q2 24 | — | $39.0M | ||
| Q1 24 | — | $-26.9M |
| Q4 25 | 53.0% | 12.2% | ||
| Q3 25 | — | 4.7% | ||
| Q2 25 | — | 16.4% | ||
| Q1 25 | — | -3.1% | ||
| Q4 24 | 65.5% | 17.2% | ||
| Q3 24 | — | 5.7% | ||
| Q2 24 | — | 12.5% | ||
| Q1 24 | — | -9.0% |
| Q4 25 | 104.8% | 2.9% | ||
| Q3 25 | — | 2.8% | ||
| Q2 25 | — | 2.2% | ||
| Q1 25 | — | 2.2% | ||
| Q4 24 | 112.2% | 1.9% | ||
| Q3 24 | — | 1.6% | ||
| Q2 24 | — | 1.6% | ||
| Q1 24 | — | 1.7% |
| Q4 25 | — | 4.93× | ||
| Q3 25 | 14.03× | 25.34× | ||
| Q2 25 | 8.46× | — | ||
| Q1 25 | 2.14× | -4.36× | ||
| Q4 24 | 29.35× | — | ||
| Q3 24 | 10.48× | — | ||
| Q2 24 | 16.01× | — | ||
| Q1 24 | 2.13× | — |
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
CUZ
| Rental Properties | $253.3M | 99% |
| Fee And Other Revenue | $1.7M | 1% |
| Other | $1.2M | 0% |
LFST
暂无分部数据
