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Invitation Homes（INVH）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
Invitation Homes的季度营收约是LifeStance Health Group, Inc.的1.8倍（$685.3M vs $382.2M），Invitation Homes净利率更高（21.1% vs 3.1%，领先18.0%），LifeStance Health Group, Inc.同比增速更快（17.4% vs 4.0%），Invitation Homes自由现金流更多（$122.4M vs $46.6M），过去两年LifeStance Health Group, Inc.的营收复合增速更高（12.8% vs 3.0%）
Invitation Homes是纽交所上市企业，总部位于美国得克萨斯州达拉斯市林肯中心大厦，由Dallas B. Tanner出任首席执行官。截至2024年7月，公司在全美16个市场持有约8.4万套独栋出租住宅，是美国规模最大的独栋住宅租赁业主，17%的租金收入来自加利福尼亚州。
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。
INVH vs LFST — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $685.3M | $382.2M |
| 净利润 | $144.6M | $11.7M |
| 毛利率 | — | — |
| 营业利润率 | — | 4.7% |
| 净利率 | 21.1% | 3.1% |
| 营收同比 | 4.0% | 17.4% |
| 净利润同比 | 1.0% | 264.1% |
| 每股收益（稀释后） | $0.24 | — |
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 | $685.3M | $382.2M | ||
| Q3 25 | $688.2M | $363.8M | ||
| Q2 25 | $681.4M | $345.3M | ||
| Q1 25 | $674.5M | $333.0M | ||
| Q4 24 | $659.1M | $325.5M | ||
| Q3 24 | $660.3M | $312.7M | ||
| Q2 24 | $653.5M | $312.3M | ||
| Q1 24 | $646.0M | $300.4M |
| Q4 25 | $144.6M | $11.7M | ||
| Q3 25 | $136.7M | $1.1M | ||
| Q2 25 | $140.9M | $-3.8M | ||
| Q1 25 | $165.7M | $709.0K | ||
| Q4 24 | $143.1M | $-7.1M | ||
| Q3 24 | $95.3M | $-6.0M | ||
| Q2 24 | $73.2M | $-23.3M | ||
| Q1 24 | $142.3M | $-21.1M |
| Q4 25 | — | 4.7% | ||
| Q3 25 | — | 2.0% | ||
| Q2 25 | — | -0.9% | ||
| Q1 25 | — | 0.5% | ||
| Q4 24 | — | 0.3% | ||
| Q3 24 | — | 0.0% | ||
| Q2 24 | — | -5.1% | ||
| Q1 24 | — | -5.6% |
| Q4 25 | 21.1% | 3.1% | ||
| Q3 25 | 19.9% | 0.3% | ||
| Q2 25 | 20.7% | -1.1% | ||
| Q1 25 | 24.6% | 0.2% | ||
| Q4 24 | 21.7% | -2.2% | ||
| Q3 24 | 14.4% | -1.9% | ||
| Q2 24 | 11.2% | -7.5% | ||
| Q1 24 | 22.0% | -7.0% |
| Q4 25 | $0.24 | — | ||
| Q3 25 | $0.22 | — | ||
| Q2 25 | $0.23 | — | ||
| Q1 25 | $0.27 | — | ||
| Q4 24 | $0.24 | — | ||
| Q3 24 | $0.15 | — | ||
| Q2 24 | $0.12 | — | ||
| Q1 24 | $0.23 | — |
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 | $130.0M | $248.6M |
| 总债务越低越好 | $8.4B | $282.8M |
| 股东权益账面价值 | $9.5B | $1.5B |
| 总资产 | $18.7B | $2.2B |
| 负债/权益比越低杠杆越低 | 0.88× | 0.19× |
8季度趋势，按日历期对齐
| Q4 25 | $130.0M | $248.6M | ||
| Q3 25 | $155.4M | $203.9M | ||
| Q2 25 | $65.1M | $188.9M | ||
| Q1 25 | $84.4M | $134.3M | ||
| Q4 24 | $174.5M | $154.6M | ||
| Q3 24 | $1.0B | $102.6M | ||
| Q2 24 | $749.4M | $87.0M | ||
| Q1 24 | $738.1M | $49.5M |
| Q4 25 | $8.4B | $282.8M | ||
| Q3 25 | $8.2B | $284.6M | ||
| Q2 25 | $8.2B | $286.4M | ||
| Q1 25 | $8.1B | $288.2M | ||
| Q4 24 | $8.2B | $290.0M | ||
| Q3 24 | $9.0B | $287.3M | ||
| Q2 24 | $8.5B | $288.0M | ||
| Q1 24 | $8.5B | $288.8M |
| Q4 25 | $9.5B | $1.5B | ||
| Q3 25 | $9.6B | $1.5B | ||
| Q2 25 | $9.7B | $1.5B | ||
| Q1 25 | $9.7B | $1.5B | ||
| Q4 24 | $9.8B | $1.4B | ||
| Q3 24 | $9.9B | $1.4B | ||
| Q2 24 | $10.0B | $1.4B | ||
| Q1 24 | $10.1B | $1.4B |
| Q4 25 | $18.7B | $2.2B | ||
| Q3 25 | $18.8B | $2.1B | ||
| Q2 25 | $18.7B | $2.1B | ||
| Q1 25 | $18.6B | $2.1B | ||
| Q4 24 | $18.7B | $2.1B | ||
| Q3 24 | $19.6B | $2.1B | ||
| Q2 24 | $19.2B | $2.1B | ||
| Q1 24 | $19.2B | $2.1B |
| Q4 25 | 0.88× | 0.19× | ||
| Q3 25 | 0.86× | 0.19× | ||
| Q2 25 | 0.85× | 0.19× | ||
| Q1 25 | 0.83× | 0.20× | ||
| Q4 24 | 0.84× | 0.20× | ||
| Q3 24 | 0.91× | 0.20× | ||
| Q2 24 | 0.85× | 0.20× | ||
| Q1 24 | 0.84× | 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 | $128.7M | $57.6M |
| 自由现金流经营现金流 - 资本支出 | $122.4M | $46.6M |
| 自由现金流率自由现金流/营收 | 17.9% | 12.2% |
| 资本支出强度资本支出/营收 | 0.9% | 2.9% |
| 现金转化率经营现金流/净利润 | 0.89× | 4.93× |
| 过去12个月自由现金流最近4个季度 | $1.2B | $110.0M |
8季度趋势，按日历期对齐
| Q4 25 | $128.7M | $57.6M | ||
| Q3 25 | $394.6M | $27.3M | ||
| Q2 25 | $382.5M | $64.4M | ||
| Q1 25 | $300.5M | $-3.1M | ||
| Q4 24 | $132.8M | $62.3M | ||
| Q3 24 | $313.6M | $22.7M | ||
| Q2 24 | $369.8M | $44.1M | ||
| Q1 24 | $265.6M | $-21.8M |
| Q4 25 | $122.4M | $46.6M | ||
| Q3 25 | $387.8M | $17.0M | ||
| Q2 25 | $374.4M | $56.6M | ||
| Q1 25 | $293.3M | $-10.3M | ||
| Q4 24 | $125.0M | $56.0M | ||
| Q3 24 | $305.2M | $17.7M | ||
| Q2 24 | $363.8M | $39.0M | ||
| Q1 24 | $257.1M | $-26.9M |
| Q4 25 | 17.9% | 12.2% | ||
| Q3 25 | 56.4% | 4.7% | ||
| Q2 25 | 54.9% | 16.4% | ||
| Q1 25 | 43.5% | -3.1% | ||
| Q4 24 | 19.0% | 17.2% | ||
| Q3 24 | 46.2% | 5.7% | ||
| Q2 24 | 55.7% | 12.5% | ||
| Q1 24 | 39.8% | -9.0% |
| Q4 25 | 0.9% | 2.9% | ||
| Q3 25 | 1.0% | 2.8% | ||
| Q2 25 | 1.2% | 2.2% | ||
| Q1 25 | 1.1% | 2.2% | ||
| Q4 24 | 1.2% | 1.9% | ||
| Q3 24 | 1.3% | 1.6% | ||
| Q2 24 | 0.9% | 1.6% | ||
| Q1 24 | 1.3% | 1.7% |
| Q4 25 | 0.89× | 4.93× | ||
| Q3 25 | 2.89× | 25.34× | ||
| Q2 25 | 2.71× | — | ||
| Q1 25 | 1.81× | -4.36× | ||
| Q4 24 | 0.93× | — | ||
| Q3 24 | 3.29× | — | ||
| Q2 24 | 5.05× | — | ||
| Q1 24 | 1.87× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
