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LifeStance Health Group, Inc.（LFST）与Mister Car Wash, Inc.（MCW）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Mister Car Wash, Inc.的1.5倍（$382.2M vs $261.2M），Mister Car Wash, Inc.净利率更高（7.7% vs 3.1%，领先4.6%），LifeStance Health Group, Inc.同比增速更快（17.4% vs 4.0%），LifeStance Health Group, Inc.自由现金流更多（$46.6M vs $-16.8M），过去两年LifeStance Health Group, Inc.的营收复合增速更高（12.8% vs 4.5%）
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。
棕熊洗车是总部位于美国华盛顿州的连锁洗车品牌，1957年在西雅图成立，截至2021年拥有49家门店，是美国排名第12位的大型洗车连锁企业，在当地洗车服务市场拥有较高的市场认可度。
LFST vs MCW — 直观对比
营收规模更大
LFST
是对方的1.5倍
$261.2M
营收增速更快
LFST
高出13.4%
4.0%
净利率更高
MCW
高出4.6%
3.1%
自由现金流更多
LFST
多$63.4M
$-16.8M
两年增速更快
LFST
近两年复合增速
4.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $382.2M | $261.2M |
| 净利润 | $11.7M | $20.1M |
| 毛利率 | — | — |
| 营业利润率 | 4.7% | 15.8% |
| 净利率 | 3.1% | 7.7% |
| 营收同比 | 17.4% | 4.0% |
| 净利润同比 | 264.1% | 118.9% |
| 每股收益（稀释后） | — | $0.06 |
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LFSTMCW
| Q4 25 | $382.2M | $261.2M | ||
| Q3 25 | $363.8M | $263.4M | ||
| Q2 25 | $345.3M | $265.4M | ||
| Q1 25 | $333.0M | $261.7M | ||
| Q4 24 | $325.5M | $251.2M | ||
| Q3 24 | $312.7M | $249.3M | ||
| Q2 24 | $312.3M | $255.0M | ||
| Q1 24 | $300.4M | $239.2M |
净利润LFSTMCW
| Q4 25 | $11.7M | $20.1M | ||
| Q3 25 | $1.1M | $27.4M | ||
| Q2 25 | $-3.8M | $28.6M | ||
| Q1 25 | $709.0K | $27.0M | ||
| Q4 24 | $-7.1M | $9.2M | ||
| Q3 24 | $-6.0M | $22.3M | ||
| Q2 24 | $-23.3M | $22.1M | ||
| Q1 24 | $-21.1M | $16.6M |
营业利润率LFSTMCW
| Q4 25 | 4.7% | 15.8% | ||
| Q3 25 | 2.0% | 19.7% | ||
| Q2 25 | -0.9% | 20.4% | ||
| Q1 25 | 0.5% | 20.2% | ||
| Q4 24 | 0.3% | 12.7% | ||
| Q3 24 | 0.0% | 19.9% | ||
| Q2 24 | -5.1% | 21.6% | ||
| Q1 24 | -5.6% | 17.8% |
净利率LFSTMCW
| Q4 25 | 3.1% | 7.7% | ||
| Q3 25 | 0.3% | 10.4% | ||
| Q2 25 | -1.1% | 10.8% | ||
| Q1 25 | 0.2% | 10.3% | ||
| Q4 24 | -2.2% | 3.7% | ||
| Q3 24 | -1.9% | 9.0% | ||
| Q2 24 | -7.5% | 8.7% | ||
| Q1 24 | -7.0% | 7.0% |
每股收益（稀释后）LFSTMCW
| Q4 25 | — | $0.06 | ||
| Q3 25 | — | $0.08 | ||
| Q2 25 | — | $0.09 | ||
| Q1 25 | — | $0.08 | ||
| Q4 24 | — | $0.02 | ||
| Q3 24 | — | $0.07 | ||
| Q2 24 | — | $0.07 | ||
| Q1 24 | — | $0.05 |
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 | $248.6M | $28.4M |
| 总债务越低越好 | $282.8M | — |
| 股东权益账面价值 | $1.5B | $1.1B |
| 总资产 | $2.2B | $3.2B |
| 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LFSTMCW
| Q4 25 | $248.6M | $28.4M | ||
| Q3 25 | $203.9M | $35.7M | ||
| Q2 25 | $188.9M | $26.4M | ||
| Q1 25 | $134.3M | $39.1M | ||
| Q4 24 | $154.6M | $67.5M | ||
| Q3 24 | $102.6M | $16.5M | ||
| Q2 24 | $87.0M | $3.6M | ||
| Q1 24 | $49.5M | $10.7M |
总债务LFSTMCW
| 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LFSTMCW
| Q4 25 | $1.5B | $1.1B | ||
| Q3 25 | $1.5B | $1.1B | ||
| Q2 25 | $1.5B | $1.1B | ||
| Q1 25 | $1.5B | $1.0B | ||
| Q4 24 | $1.4B | $998.4M | ||
| Q3 24 | $1.4B | $979.4M | ||
| Q2 24 | $1.4B | $949.4M | ||
| Q1 24 | $1.4B | $928.7M |
总资产LFSTMCW
| Q4 25 | $2.2B | $3.2B | ||
| Q3 25 | $2.1B | $3.1B | ||
| Q2 25 | $2.1B | $3.1B | ||
| Q1 25 | $2.1B | $3.1B | ||
| Q4 24 | $2.1B | $3.1B | ||
| Q3 24 | $2.1B | $3.0B | ||
| Q2 24 | $2.1B | $3.0B | ||
| Q1 24 | $2.1B | $2.9B |
负债/权益比LFSTMCW
| 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 | $57.6M | $60.0M |
| 自由现金流经营现金流 - 资本支出 | $46.6M | $-16.8M |
| 自由现金流率自由现金流/营收 | 12.2% | -6.4% |
| 资本支出强度资本支出/营收 | 2.9% | 29.4% |
| 现金转化率经营现金流/净利润 | 4.93× | 2.99× |
| 过去12个月自由现金流最近4个季度 | $110.0M | $30.3M |
8季度趋势，按日历期对齐
经营现金流LFSTMCW
| Q4 25 | $57.6M | $60.0M | ||
| Q3 25 | $27.3M | $91.4M | ||
| Q2 25 | $64.4M | $46.8M | ||
| Q1 25 | $-3.1M | $87.5M | ||
| Q4 24 | $62.3M | $49.8M | ||
| Q3 24 | $22.7M | $80.0M | ||
| Q2 24 | $44.1M | $60.9M | ||
| Q1 24 | $-21.8M | $58.0M |
自由现金流LFSTMCW
| Q4 25 | $46.6M | $-16.8M | ||
| Q3 25 | $17.0M | $25.8M | ||
| Q2 25 | $56.6M | $-11.2M | ||
| Q1 25 | $-10.3M | $32.5M | ||
| Q4 24 | $56.0M | $-20.4M | ||
| Q3 24 | $17.7M | $-16.8M | ||
| Q2 24 | $39.0M | $-20.4M | ||
| Q1 24 | $-26.9M | $-23.9M |
自由现金流率LFSTMCW
| Q4 25 | 12.2% | -6.4% | ||
| Q3 25 | 4.7% | 9.8% | ||
| Q2 25 | 16.4% | -4.2% | ||
| Q1 25 | -3.1% | 12.4% | ||
| Q4 24 | 17.2% | -8.1% | ||
| Q3 24 | 5.7% | -6.8% | ||
| Q2 24 | 12.5% | -8.0% | ||
| Q1 24 | -9.0% | -10.0% |
资本支出强度LFSTMCW
| Q4 25 | 2.9% | 29.4% | ||
| Q3 25 | 2.8% | 24.9% | ||
| Q2 25 | 2.2% | 21.9% | ||
| Q1 25 | 2.2% | 21.1% | ||
| Q4 24 | 1.9% | 27.9% | ||
| Q3 24 | 1.6% | 38.8% | ||
| Q2 24 | 1.6% | 31.9% | ||
| Q1 24 | 1.7% | 34.2% |
现金转化率LFSTMCW
| Q4 25 | 4.93× | 2.99× | ||
| Q3 25 | 25.34× | 3.33× | ||
| Q2 25 | — | 1.64× | ||
| Q1 25 | -4.36× | 3.24× | ||
| Q4 24 | — | 5.43× | ||
| Q3 24 | — | 3.58× | ||
| Q2 24 | — | 2.76× | ||
| Q1 24 | — | 3.49× |
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
LFST
暂无分部数据
MCW
| Transferred Over Time | $205.7M | 79% |
| Transferred At Point In Time | $55.2M | 21% |
