vs
Dynatrace, Inc.（DT）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
Dynatrace, Inc.的季度营收约是LifeStance Health Group, Inc.的1.3倍（$515.5M vs $382.2M），Dynatrace, Inc.净利率更高（7.8% vs 3.1%，领先4.7%），Dynatrace, Inc.同比增速更快（18.2% vs 17.4%），LifeStance Health Group, Inc.自由现金流更多（$46.6M vs $27.2M），过去两年Dynatrace, Inc.的营收复合增速更高（16.3% vs 12.8%）
Dynatrace是总部位于美国的跨国科技企业，主打AI驱动的可观测性平台，旗下软件可用于应用性能监控分析、软件开发流程优化、网络安全防护、IT基础设施运维及用户体验提升等场景，为各行业客户的数字化运营提供有力技术支撑。
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。
DT vs LFST — 直观对比
营收规模更大
DT
是对方的1.3倍
$382.2M
营收增速更快
DT
高出0.8%
17.4%
净利率更高
DT
高出4.7%
3.1%
自由现金流更多
LFST
多$19.4M
$27.2M
两年增速更快
DT
近两年复合增速
12.8%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $515.5M | $382.2M |
| 净利润 | $40.1M | $11.7M |
| 毛利率 | 81.4% | — |
| 营业利润率 | 14.1% | 4.7% |
| 净利率 | 7.8% | 3.1% |
| 营收同比 | 18.2% | 17.4% |
| 净利润同比 | -88.9% | 264.1% |
| 每股收益（稀释后） | $0.13 | — |
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
营收DTLFST
| Q4 25 | $515.5M | $382.2M | ||
| Q3 25 | $493.8M | $363.8M | ||
| Q2 25 | $477.3M | $345.3M | ||
| Q1 25 | $445.2M | $333.0M | ||
| Q4 24 | $436.2M | $325.5M | ||
| Q3 24 | $418.1M | $312.7M | ||
| Q2 24 | $399.2M | $312.3M | ||
| Q1 24 | $380.8M | $300.4M |
净利润DTLFST
| Q4 25 | $40.1M | $11.7M | ||
| Q3 25 | $57.2M | $1.1M | ||
| Q2 25 | $48.0M | $-3.8M | ||
| Q1 25 | $39.3M | $709.0K | ||
| Q4 24 | $361.8M | $-7.1M | ||
| Q3 24 | $44.0M | $-6.0M | ||
| Q2 24 | $38.6M | $-23.3M | ||
| Q1 24 | $37.9M | $-21.1M |
毛利率DTLFST
| Q4 25 | 81.4% | — | ||
| Q3 25 | 81.8% | — | ||
| Q2 25 | 82.1% | — | ||
| Q1 25 | 80.9% | — | ||
| Q4 24 | 81.1% | — | ||
| Q3 24 | 81.4% | — | ||
| Q2 24 | 81.3% | — | ||
| Q1 24 | 81.1% | — |
营业利润率DTLFST
| Q4 25 | 14.1% | 4.7% | ||
| Q3 25 | 14.8% | 2.0% | ||
| Q2 25 | 13.1% | -0.9% | ||
| Q1 25 | 9.6% | 0.5% | ||
| Q4 24 | 10.9% | 0.3% | ||
| Q3 24 | 11.2% | 0.0% | ||
| Q2 24 | 10.5% | -5.1% | ||
| Q1 24 | 6.1% | -5.6% |
净利率DTLFST
| Q4 25 | 7.8% | 3.1% | ||
| Q3 25 | 11.6% | 0.3% | ||
| Q2 25 | 10.0% | -1.1% | ||
| Q1 25 | 8.8% | 0.2% | ||
| Q4 24 | 82.9% | -2.2% | ||
| Q3 24 | 10.5% | -1.9% | ||
| Q2 24 | 9.7% | -7.5% | ||
| Q1 24 | 10.0% | -7.0% |
每股收益（稀释后）DTLFST
| Q4 25 | $0.13 | — | ||
| Q3 25 | $0.19 | — | ||
| Q2 25 | $0.16 | — | ||
| Q1 25 | $0.12 | — | ||
| Q4 24 | $1.19 | — | ||
| Q3 24 | $0.15 | — | ||
| Q2 24 | $0.13 | — | ||
| Q1 24 | $0.13 | — |
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 | $1.2B | $248.6M |
| 总债务越低越好 | — | $282.8M |
| 股东权益账面价值 | $2.7B | $1.5B |
| 总资产 | $4.1B | $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
现金及短期投资DTLFST
| Q4 25 | $1.2B | $248.6M | ||
| Q3 25 | $1.3B | $203.9M | ||
| Q2 25 | $1.3B | $188.9M | ||
| Q1 25 | $1.1B | $134.3M | ||
| Q4 24 | $1.0B | $154.6M | ||
| Q3 24 | $1.0B | $102.6M | ||
| Q2 24 | $1.0B | $87.0M | ||
| Q1 24 | $836.9M | $49.5M |
总债务DTLFST
| 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 |
股东权益DTLFST
| Q4 25 | $2.7B | $1.5B | ||
| Q3 25 | $2.8B | $1.5B | ||
| Q2 25 | $2.7B | $1.5B | ||
| Q1 25 | $2.6B | $1.5B | ||
| Q4 24 | $2.6B | $1.4B | ||
| Q3 24 | $2.1B | $1.4B | ||
| Q2 24 | $2.1B | $1.4B | ||
| Q1 24 | $2.0B | $1.4B |
总资产DTLFST
| Q4 25 | $4.1B | $2.2B | ||
| Q3 25 | $4.1B | $2.1B | ||
| Q2 25 | $4.1B | $2.1B | ||
| Q1 25 | $4.1B | $2.1B | ||
| Q4 24 | $3.7B | $2.1B | ||
| Q3 24 | $3.3B | $2.1B | ||
| Q2 24 | $3.3B | $2.1B | ||
| Q1 24 | $3.4B | $2.1B |
负债/权益比DTLFST
| 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 | $33.8M | $57.6M |
| 自由现金流经营现金流 - 资本支出 | $27.2M | $46.6M |
| 自由现金流率自由现金流/营收 | 5.3% | 12.2% |
| 资本支出强度资本支出/营收 | 1.3% | 2.9% |
| 现金转化率经营现金流/净利润 | 0.84× | 4.93× |
| 过去12个月自由现金流最近4个季度 | $465.5M | $110.0M |
8季度趋势，按日历期对齐
经营现金流DTLFST
| Q4 25 | $33.8M | $57.6M | ||
| Q3 25 | $32.0M | $27.3M | ||
| Q2 25 | $269.7M | $64.4M | ||
| Q1 25 | $162.8M | $-3.1M | ||
| Q4 24 | $42.2M | $62.3M | ||
| Q3 24 | $23.6M | $22.7M | ||
| Q2 24 | $230.7M | $44.1M | ||
| Q1 24 | $131.7M | $-21.8M |
自由现金流DTLFST
| Q4 25 | $27.2M | $46.6M | ||
| Q3 25 | $27.8M | $17.0M | ||
| Q2 25 | $262.2M | $56.6M | ||
| Q1 25 | $148.2M | $-10.3M | ||
| Q4 24 | $37.6M | $56.0M | ||
| Q3 24 | $20.1M | $17.7M | ||
| Q2 24 | $227.4M | $39.0M | ||
| Q1 24 | $121.9M | $-26.9M |
自由现金流率DTLFST
| Q4 25 | 5.3% | 12.2% | ||
| Q3 25 | 5.6% | 4.7% | ||
| Q2 25 | 54.9% | 16.4% | ||
| Q1 25 | 33.3% | -3.1% | ||
| Q4 24 | 8.6% | 17.2% | ||
| Q3 24 | 4.8% | 5.7% | ||
| Q2 24 | 57.0% | 12.5% | ||
| Q1 24 | 32.0% | -9.0% |
资本支出强度DTLFST
| Q4 25 | 1.3% | 2.9% | ||
| Q3 25 | 0.8% | 2.8% | ||
| Q2 25 | 1.6% | 2.2% | ||
| Q1 25 | 3.3% | 2.2% | ||
| Q4 24 | 1.1% | 1.9% | ||
| Q3 24 | 0.8% | 1.6% | ||
| Q2 24 | 0.8% | 1.6% | ||
| Q1 24 | 2.6% | 1.7% |
现金转化率DTLFST
| Q4 25 | 0.84× | 4.93× | ||
| Q3 25 | 0.56× | 25.34× | ||
| Q2 25 | 5.62× | — | ||
| Q1 25 | 4.14× | -4.36× | ||
| Q4 24 | 0.12× | — | ||
| Q3 24 | 0.54× | — | ||
| Q2 24 | 5.97× | — | ||
| Q1 24 | 3.47× | — |
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
DT
| Subscription And Circulation | $493.4M | 96% |
| Services | $22.1M | 4% |
LFST
暂无分部数据
