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e.l.f. Beauty, Inc.（ELF）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
e.l.f. Beauty, Inc.的季度营收约是LifeStance Health Group, Inc.的1.3倍（$489.5M vs $382.2M），e.l.f. Beauty, Inc.净利率更高（8.0% vs 3.1%，领先5.0%），e.l.f. Beauty, Inc.同比增速更快（37.8% vs 17.4%），e.l.f. Beauty, Inc.自由现金流更多（$52.8M vs $46.6M）
e.l.f. Beauty是美国知名彩妆品牌，2004年创立，总部位于加利福尼亚州奥克兰。品牌产品线丰富，涵盖沐浴护肤产品、矿物彩妆、专业美妆工具、眼线笔、口红、腮红、睫毛膏等多个品类，产品销往全球18个国家，入驻Target、沃尔玛等主流零售渠道，过半营收来自品牌官网。
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。
ELF vs LFST — 直观对比
营收规模更大
ELF
是对方的1.3倍
$382.2M
营收增速更快
ELF
高出20.3%
17.4%
净利率更高
ELF
高出5.0%
3.1%
自由现金流更多
ELF
多$6.1M
$46.6M
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $489.5M | $382.2M |
| 净利润 | $39.4M | $11.7M |
| 毛利率 | 71.0% | — |
| 营业利润率 | 13.8% | 4.7% |
| 净利率 | 8.0% | 3.1% |
| 营收同比 | 37.8% | 17.4% |
| 净利润同比 | 128.1% | 264.1% |
| 每股收益（稀释后） | $0.65 | — |
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ELFLFST
| Q4 25 | $489.5M | $382.2M | ||
| Q3 25 | $343.9M | $363.8M | ||
| Q2 25 | $353.7M | $345.3M | ||
| Q1 25 | — | $333.0M | ||
| Q4 24 | — | $325.5M | ||
| Q3 24 | — | $312.7M | ||
| Q2 24 | — | $312.3M | ||
| Q1 24 | — | $300.4M |
净利润ELFLFST
| Q4 25 | $39.4M | $11.7M | ||
| Q3 25 | $3.0M | $1.1M | ||
| Q2 25 | $33.3M | $-3.8M | ||
| Q1 25 | — | $709.0K | ||
| Q4 24 | — | $-7.1M | ||
| Q3 24 | — | $-6.0M | ||
| Q2 24 | — | $-23.3M | ||
| Q1 24 | — | $-21.1M |
毛利率ELFLFST
| Q4 25 | 71.0% | — | ||
| Q3 25 | 69.4% | — | ||
| Q2 25 | 69.1% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
营业利润率ELFLFST
| Q4 25 | 13.8% | 4.7% | ||
| Q3 25 | 2.2% | 2.0% | ||
| Q2 25 | 13.8% | -0.9% | ||
| Q1 25 | — | 0.5% | ||
| Q4 24 | — | 0.3% | ||
| Q3 24 | — | 0.0% | ||
| Q2 24 | — | -5.1% | ||
| Q1 24 | — | -5.6% |
净利率ELFLFST
| Q4 25 | 8.0% | 3.1% | ||
| Q3 25 | 0.9% | 0.3% | ||
| Q2 25 | 9.4% | -1.1% | ||
| Q1 25 | — | 0.2% | ||
| Q4 24 | — | -2.2% | ||
| Q3 24 | — | -1.9% | ||
| Q2 24 | — | -7.5% | ||
| Q1 24 | — | -7.0% |
每股收益（稀释后）ELFLFST
| Q4 25 | $0.65 | — | ||
| Q3 25 | $0.05 | — | ||
| Q2 25 | $0.58 | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $196.8M | $248.6M |
| 总债务越低越好 | $816.7M | $282.8M |
| 股东权益账面价值 | $1.2B | $1.5B |
| 总资产 | $2.3B | $2.2B |
| 负债/权益比越低杠杆越低 | 0.70× | 0.19× |
8季度趋势，按日历期对齐
现金及短期投资ELFLFST
| Q4 25 | $196.8M | $248.6M | ||
| Q3 25 | $194.4M | $203.9M | ||
| Q2 25 | $170.0M | $188.9M | ||
| Q1 25 | — | $134.3M | ||
| Q4 24 | — | $154.6M | ||
| Q3 24 | — | $102.6M | ||
| Q2 24 | — | $87.0M | ||
| Q1 24 | — | $49.5M |
总债务ELFLFST
| Q4 25 | $816.7M | $282.8M | ||
| Q3 25 | $831.6M | $284.6M | ||
| Q2 25 | $256.7M | $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ELFLFST
| Q4 25 | $1.2B | $1.5B | ||
| Q3 25 | $1.1B | $1.5B | ||
| Q2 25 | $804.9M | $1.5B | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | — | $1.4B | ||
| Q3 24 | — | $1.4B | ||
| Q2 24 | — | $1.4B | ||
| Q1 24 | — | $1.4B |
总资产ELFLFST
| Q4 25 | $2.3B | $2.2B | ||
| Q3 25 | $2.3B | $2.1B | ||
| Q2 25 | $1.3B | $2.1B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | — | $2.1B | ||
| Q3 24 | — | $2.1B | ||
| Q2 24 | — | $2.1B | ||
| Q1 24 | — | $2.1B |
负债/权益比ELFLFST
| Q4 25 | 0.70× | 0.19× | ||
| Q3 25 | 0.73× | 0.19× | ||
| Q2 25 | 0.32× | 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 | $59.4M | $57.6M |
| 自由现金流经营现金流 - 资本支出 | $52.8M | $46.6M |
| 自由现金流率自由现金流/营收 | 10.8% | 12.2% |
| 资本支出强度资本支出/营收 | 1.4% | 2.9% |
| 现金转化率经营现金流/净利润 | 1.51× | 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
经营现金流ELFLFST
| Q4 25 | $59.4M | $57.6M | ||
| Q3 25 | $23.4M | $27.3M | ||
| Q2 25 | $27.2M | $64.4M | ||
| Q1 25 | — | $-3.1M | ||
| Q4 24 | — | $62.3M | ||
| Q3 24 | — | $22.7M | ||
| Q2 24 | — | $44.1M | ||
| Q1 24 | — | $-21.8M |
自由现金流ELFLFST
| Q4 25 | $52.8M | $46.6M | ||
| Q3 25 | $16.6M | $17.0M | ||
| Q2 25 | $20.1M | $56.6M | ||
| Q1 25 | — | $-10.3M | ||
| Q4 24 | — | $56.0M | ||
| Q3 24 | — | $17.7M | ||
| Q2 24 | — | $39.0M | ||
| Q1 24 | — | $-26.9M |
自由现金流率ELFLFST
| Q4 25 | 10.8% | 12.2% | ||
| Q3 25 | 4.8% | 4.7% | ||
| Q2 25 | 5.7% | 16.4% | ||
| Q1 25 | — | -3.1% | ||
| Q4 24 | — | 17.2% | ||
| Q3 24 | — | 5.7% | ||
| Q2 24 | — | 12.5% | ||
| Q1 24 | — | -9.0% |
资本支出强度ELFLFST
| Q4 25 | 1.4% | 2.9% | ||
| Q3 25 | 2.0% | 2.8% | ||
| Q2 25 | 2.0% | 2.2% | ||
| Q1 25 | — | 2.2% | ||
| Q4 24 | — | 1.9% | ||
| Q3 24 | — | 1.6% | ||
| Q2 24 | — | 1.6% | ||
| Q1 24 | — | 1.7% |
现金转化率ELFLFST
| Q4 25 | 1.51× | 4.93× | ||
| Q3 25 | 7.82× | 25.34× | ||
| Q2 25 | 0.82× | — | ||
| 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
