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DoubleVerify Holdings, Inc.（DV）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DoubleVerify Holdings, Inc.的1.9倍（$382.2M vs $205.6M），DoubleVerify Holdings, Inc.净利率更高（14.3% vs 3.1%，领先11.2%），LifeStance Health Group, Inc.同比增速更快（17.4% vs 7.9%），DoubleVerify Holdings, Inc.自由现金流更多（$62.1M vs $46.6M），过去两年DoubleVerify Holdings, Inc.的营收复合增速更高（20.8% vs 12.8%）
DoubleVerify Holdings是一家专注于媒体测量、分析及验证的技术服务商，核心业务为品牌安全、广告可见度、反广告欺诈等，帮助广告主、发布商及平台方优化数字广告投放效果，保障营销投入的ROI，业务覆盖全球多个市场。
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。
DV vs LFST — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $205.6M | $382.2M |
| 净利润 | $29.3M | $11.7M |
| 毛利率 | 82.5% | — |
| 营业利润率 | 18.4% | 4.7% |
| 净利率 | 14.3% | 3.1% |
| 营收同比 | 7.9% | 17.4% |
| 净利润同比 | 25.3% | 264.1% |
| 每股收益（稀释后） | $0.18 | — |
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 | $205.6M | $382.2M | ||
| Q3 25 | $188.6M | $363.8M | ||
| Q2 25 | $189.0M | $345.3M | ||
| Q1 25 | $165.1M | $333.0M | ||
| Q4 24 | $190.6M | $325.5M | ||
| Q3 24 | $169.6M | $312.7M | ||
| Q2 24 | $155.9M | $312.3M | ||
| Q1 24 | $140.8M | $300.4M |
| Q4 25 | $29.3M | $11.7M | ||
| Q3 25 | $10.2M | $1.1M | ||
| Q2 25 | $8.8M | $-3.8M | ||
| Q1 25 | $2.4M | $709.0K | ||
| Q4 24 | $23.4M | $-7.1M | ||
| Q3 24 | $18.2M | $-6.0M | ||
| Q2 24 | $7.5M | $-23.3M | ||
| Q1 24 | $7.2M | $-21.1M |
| Q4 25 | 82.5% | — | ||
| Q3 25 | 82.3% | — | ||
| Q2 25 | 82.5% | — | ||
| Q1 25 | 81.2% | — | ||
| Q4 24 | 82.0% | — | ||
| Q3 24 | 82.6% | — | ||
| Q2 24 | 83.3% | — | ||
| Q1 24 | 81.1% | — |
| Q4 25 | 18.4% | 4.7% | ||
| Q3 25 | 11.2% | 2.0% | ||
| Q2 25 | 7.2% | -0.9% | ||
| Q1 25 | 4.1% | 0.5% | ||
| Q4 24 | 20.3% | 0.3% | ||
| Q3 24 | 15.2% | 0.0% | ||
| Q2 24 | 7.1% | -5.1% | ||
| Q1 24 | 4.9% | -5.6% |
| Q4 25 | 14.3% | 3.1% | ||
| Q3 25 | 5.4% | 0.3% | ||
| Q2 25 | 4.6% | -1.1% | ||
| Q1 25 | 1.4% | 0.2% | ||
| Q4 24 | 12.3% | -2.2% | ||
| Q3 24 | 10.7% | -1.9% | ||
| Q2 24 | 4.8% | -7.5% | ||
| Q1 24 | 5.1% | -7.0% |
| Q4 25 | $0.18 | — | ||
| Q3 25 | $0.06 | — | ||
| Q2 25 | $0.05 | — | ||
| Q1 25 | $0.01 | — | ||
| Q4 24 | $0.14 | — | ||
| Q3 24 | $0.10 | — | ||
| Q2 24 | $0.04 | — | ||
| Q1 24 | $0.04 | — |
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 | $259.0M | $248.6M |
| 总债务越低越好 | — | $282.8M |
| 股东权益账面价值 | $1.1B | $1.5B |
| 总资产 | $1.4B | $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 | $259.0M | $248.6M | ||
| Q3 25 | $200.7M | $203.9M | ||
| Q2 25 | $216.8M | $188.9M | ||
| Q1 25 | $174.3M | $134.3M | ||
| Q4 24 | $310.6M | $154.6M | ||
| Q3 24 | $362.6M | $102.6M | ||
| Q2 24 | $338.8M | $87.0M | ||
| Q1 24 | $334.3M | $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 | $1.1B | $1.5B | ||
| Q3 25 | $1.1B | $1.5B | ||
| Q2 25 | $1.1B | $1.5B | ||
| Q1 25 | $1.0B | $1.5B | ||
| Q4 24 | $1.1B | $1.4B | ||
| Q3 24 | $1.1B | $1.4B | ||
| Q2 24 | $1.1B | $1.4B | ||
| Q1 24 | $1.1B | $1.4B |
| Q4 25 | $1.4B | $2.2B | ||
| Q3 25 | $1.3B | $2.1B | ||
| Q2 25 | $1.3B | $2.1B | ||
| Q1 25 | $1.2B | $2.1B | ||
| Q4 24 | $1.3B | $2.1B | ||
| Q3 24 | $1.3B | $2.1B | ||
| Q2 24 | $1.3B | $2.1B | ||
| Q1 24 | $1.3B | $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 | $72.7M | $57.6M |
| 自由现金流经营现金流 - 资本支出 | $62.1M | $46.6M |
| 自由现金流率自由现金流/营收 | 30.2% | 12.2% |
| 资本支出强度资本支出/营收 | 5.1% | 2.9% |
| 现金转化率经营现金流/净利润 | 2.48× | 4.93× |
| 过去12个月自由现金流最近4个季度 | $172.7M | $110.0M |
8季度趋势，按日历期对齐
| Q4 25 | $72.7M | $57.6M | ||
| Q3 25 | $51.2M | $27.3M | ||
| Q2 25 | $49.6M | $64.4M | ||
| Q1 25 | $37.7M | $-3.1M | ||
| Q4 24 | $37.4M | $62.3M | ||
| Q3 24 | $54.6M | $22.7M | ||
| Q2 24 | $35.9M | $44.1M | ||
| Q1 24 | $31.8M | $-21.8M |
| Q4 25 | $62.1M | $46.6M | ||
| Q3 25 | $39.0M | $17.0M | ||
| Q2 25 | $40.1M | $56.6M | ||
| Q1 25 | $31.4M | $-10.3M | ||
| Q4 24 | $30.0M | $56.0M | ||
| Q3 24 | $48.4M | $17.7M | ||
| Q2 24 | $28.7M | $39.0M | ||
| Q1 24 | $25.4M | $-26.9M |
| Q4 25 | 30.2% | 12.2% | ||
| Q3 25 | 20.7% | 4.7% | ||
| Q2 25 | 21.2% | 16.4% | ||
| Q1 25 | 19.0% | -3.1% | ||
| Q4 24 | 15.8% | 17.2% | ||
| Q3 24 | 28.5% | 5.7% | ||
| Q2 24 | 18.4% | 12.5% | ||
| Q1 24 | 18.0% | -9.0% |
| Q4 25 | 5.1% | 2.9% | ||
| Q3 25 | 6.4% | 2.8% | ||
| Q2 25 | 5.0% | 2.2% | ||
| Q1 25 | 3.8% | 2.2% | ||
| Q4 24 | 3.9% | 1.9% | ||
| Q3 24 | 3.7% | 1.6% | ||
| Q2 24 | 4.6% | 1.6% | ||
| Q1 24 | 4.5% | 1.7% |
| Q4 25 | 2.48× | 4.93× | ||
| Q3 25 | 5.02× | 25.34× | ||
| Q2 25 | 5.66× | — | ||
| Q1 25 | 15.95× | -4.36× | ||
| Q4 24 | 1.60× | — | ||
| Q3 24 | 3.00× | — | ||
| Q2 24 | 4.80× | — | ||
| Q1 24 | 4.44× | — |
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
DV
| Activation | $116.5M | 57% |
| Measurement | $69.6M | 34% |
| Supply Side | $19.5M | 9% |
LFST
暂无分部数据
