vs
Genius Sports Ltd（GENI）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
Genius Sports Ltd的季度营收约是LifeStance Health Group, Inc.的1.3倍（$510.9M vs $382.2M），LifeStance Health Group, Inc.净利率更高（3.1% vs -12.3%，领先15.4%），Genius Sports Ltd自由现金流更多（$69.6M vs $46.6M），过去两年Genius Sports Ltd的营收复合增速更高（129.2% vs 12.8%）
Genius Sports是一家体育数据与科技企业，为体育联盟、博彩机构及媒体公司提供数据管理、视频流媒体和赛事诚信服务，致力于帮助合作伙伴优化运营效率、丰富用户体验，保障体育赛事的公平透明与商业价值落地。
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。
GENI vs LFST — 直观对比
营收规模更大
GENI
是对方的1.3倍
$382.2M
净利率更高
LFST
高出15.4%
-12.3%
自由现金流更多
GENI
多$22.9M
$46.6M
两年增速更快
GENI
近两年复合增速
12.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $510.9M | $382.2M |
| 净利润 | $-63.0M | $11.7M |
| 毛利率 | 25.2% | — |
| 营业利润率 | -11.5% | 4.7% |
| 净利率 | -12.3% | 3.1% |
| 营收同比 | — | 17.4% |
| 净利润同比 | — | 264.1% |
| 每股收益（稀释后） | — | — |
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GENILFST
| Q4 25 | $510.9M | $382.2M | ||
| Q3 25 | $335.4M | $363.8M | ||
| Q2 25 | $215.2M | $345.3M | ||
| Q1 25 | $119.7M | $333.0M | ||
| Q4 24 | $413.0M | $325.5M | ||
| Q3 24 | $285.8M | $312.7M | ||
| Q2 24 | $184.1M | $312.3M | ||
| Q1 24 | $97.2M | $300.4M |
净利润GENILFST
| Q4 25 | $-63.0M | $11.7M | ||
| Q3 25 | — | $1.1M | ||
| Q2 25 | $-47.3M | $-3.8M | ||
| Q1 25 | $-25.5M | $709.0K | ||
| Q4 24 | $-85.5M | $-7.1M | ||
| Q3 24 | $-47.1M | $-6.0M | ||
| Q2 24 | $-35.5M | $-23.3M | ||
| Q1 24 | $-25.2M | $-21.1M |
毛利率GENILFST
| Q4 25 | 25.2% | — | ||
| Q3 25 | 24.2% | — | ||
| Q2 25 | 19.1% | — | ||
| Q1 25 | 10.7% | — | ||
| Q4 24 | 16.7% | — | ||
| Q3 24 | 20.5% | — | ||
| Q2 24 | 18.6% | — | ||
| Q1 24 | 9.8% | — |
营业利润率GENILFST
| Q4 25 | -11.5% | 4.7% | ||
| Q3 25 | -15.3% | 2.0% | ||
| Q2 25 | -21.0% | -0.9% | ||
| Q1 25 | -20.3% | 0.5% | ||
| Q4 24 | -18.0% | 0.3% | ||
| Q3 24 | -13.9% | 0.0% | ||
| Q2 24 | -16.8% | -5.1% | ||
| Q1 24 | -23.7% | -5.6% |
净利率GENILFST
| Q4 25 | -12.3% | 3.1% | ||
| Q3 25 | — | 0.3% | ||
| Q2 25 | -22.0% | -1.1% | ||
| Q1 25 | -21.3% | 0.2% | ||
| Q4 24 | -20.7% | -2.2% | ||
| Q3 24 | -16.5% | -1.9% | ||
| Q2 24 | -19.3% | -7.5% | ||
| Q1 24 | -25.9% | -7.0% |
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 | $280.6M | $248.6M |
| 总债务越低越好 | — | $282.8M |
| 股东权益账面价值 | $724.5M | $1.5B |
| 总资产 | $1.1B | $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GENILFST
| Q4 25 | $280.6M | $248.6M | ||
| Q3 25 | $110.2M | $203.9M | ||
| Q2 25 | $110.2M | $188.9M | ||
| Q1 25 | $110.2M | $134.3M | ||
| Q4 24 | $100.3M | $154.6M | ||
| Q3 24 | $100.3M | $102.6M | ||
| Q2 24 | $100.3M | $87.0M | ||
| Q1 24 | $100.3M | $49.5M |
总债务GENILFST
| 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GENILFST
| Q4 25 | $724.5M | $1.5B | ||
| Q3 25 | $572.4M | $1.5B | ||
| Q2 25 | $572.4M | $1.5B | ||
| Q1 25 | $572.4M | $1.5B | ||
| Q4 24 | $573.0M | $1.4B | ||
| Q3 24 | $573.0M | $1.4B | ||
| Q2 24 | $573.0M | $1.4B | ||
| Q1 24 | $573.0M | $1.4B |
总资产GENILFST
| Q4 25 | $1.1B | $2.2B | ||
| Q3 25 | $792.3M | $2.1B | ||
| Q2 25 | $792.3M | $2.1B | ||
| Q1 25 | $792.3M | $2.1B | ||
| Q4 24 | $775.7M | $2.1B | ||
| Q3 24 | $775.7M | $2.1B | ||
| Q2 24 | $775.7M | $2.1B | ||
| Q1 24 | $775.7M | $2.1B |
负债/权益比GENILFST
| 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 | $81.9M | $57.6M |
| 自由现金流经营现金流 - 资本支出 | $69.6M | $46.6M |
| 自由现金流率自由现金流/营收 | 13.6% | 12.2% |
| 资本支出强度资本支出/营收 | 2.4% | 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 | $33.5M | $110.0M |
8季度趋势，按日历期对齐
经营现金流GENILFST
| Q4 25 | $81.9M | $57.6M | ||
| Q3 25 | $-4.8M | $27.3M | ||
| Q2 25 | $-1.2M | $64.4M | ||
| Q1 25 | $-14.6M | $-3.1M | ||
| Q4 24 | $14.9M | $62.3M | ||
| Q3 24 | $-9.2M | $22.7M | ||
| Q2 24 | — | $44.1M | ||
| Q1 24 | — | $-21.8M |
自由现金流GENILFST
| Q4 25 | $69.6M | $46.6M | ||
| Q3 25 | $-14.2M | $17.0M | ||
| Q2 25 | $-5.8M | $56.6M | ||
| Q1 25 | $-16.0M | $-10.3M | ||
| Q4 24 | $11.3M | $56.0M | ||
| Q3 24 | $-11.6M | $17.7M | ||
| Q2 24 | — | $39.0M | ||
| Q1 24 | — | $-26.9M |
自由现金流率GENILFST
| Q4 25 | 13.6% | 12.2% | ||
| Q3 25 | -4.2% | 4.7% | ||
| Q2 25 | -2.7% | 16.4% | ||
| Q1 25 | -13.4% | -3.1% | ||
| Q4 24 | 2.7% | 17.2% | ||
| Q3 24 | -4.1% | 5.7% | ||
| Q2 24 | — | 12.5% | ||
| Q1 24 | — | -9.0% |
资本支出强度GENILFST
| Q4 25 | 2.4% | 2.9% | ||
| Q3 25 | 2.8% | 2.8% | ||
| Q2 25 | 2.1% | 2.2% | ||
| Q1 25 | 1.2% | 2.2% | ||
| Q4 24 | 0.9% | 1.9% | ||
| Q3 24 | 0.9% | 1.6% | ||
| Q2 24 | — | 1.6% | ||
| Q1 24 | — | 1.7% |
现金转化率GENILFST
| 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
