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LifeStance Health Group, Inc.（LFST）与大都会人寿（MET）财务数据对比。点击上方公司名可切换其他公司
大都会人寿的季度营收约是LifeStance Health Group, Inc.的1.6倍（$600.0M vs $382.2M），大都会人寿净利率更高（134.8% vs 3.1%，领先131.8%），LifeStance Health Group, Inc.同比增速更快（17.4% vs 7.9%），过去两年LifeStance Health Group, Inc.的营收复合增速更高（12.8% vs 2.0%）
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。
大都会人寿（MetLife）是全球规模领先的保险、年金及员工福利服务提供商之一，创立于1868年，业务覆盖超60个国家和地区，服务约9000万客户，2018年位列《财富》美国500强营收排行榜第43位。
LFST vs MET — 直观对比
营收规模更大
MET
是对方的1.6倍
$382.2M
营收增速更快
LFST
高出9.5%
7.9%
净利率更高
MET
高出131.8%
3.1%
两年增速更快
LFST
近两年复合增速
2.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $382.2M | $600.0M |
| 净利润 | $11.7M | $809.0M |
| 毛利率 | — | — |
| 营业利润率 | 4.7% | — |
| 净利率 | 3.1% | 134.8% |
| 营收同比 | 17.4% | 7.9% |
| 净利润同比 | 264.1% | -36.3% |
| 每股收益（稀释后） | — | $1.18 |
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
营收LFSTMET
| Q4 25 | $382.2M | $600.0M | ||
| Q3 25 | $363.8M | $621.0M | ||
| Q2 25 | $345.3M | $604.0M | ||
| Q1 25 | $333.0M | $611.0M | ||
| Q4 24 | $325.5M | $556.0M | ||
| Q3 24 | $312.7M | $554.0M | ||
| Q2 24 | $312.3M | $558.0M | ||
| Q1 24 | $300.4M | $577.0M |
净利润LFSTMET
| Q4 25 | $11.7M | $809.0M | ||
| Q3 25 | $1.1M | $896.0M | ||
| Q2 25 | $-3.8M | $729.0M | ||
| Q1 25 | $709.0K | $945.0M | ||
| Q4 24 | $-7.1M | $1.3B | ||
| Q3 24 | $-6.0M | $1.3B | ||
| Q2 24 | $-23.3M | $946.0M | ||
| Q1 24 | $-21.1M | $867.0M |
营业利润率LFSTMET
| 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% | — |
净利率LFSTMET
| Q4 25 | 3.1% | 134.8% | ||
| Q3 25 | 0.3% | 144.3% | ||
| Q2 25 | -1.1% | 120.7% | ||
| Q1 25 | 0.2% | 154.7% | ||
| Q4 24 | -2.2% | 228.6% | ||
| Q3 24 | -1.9% | 242.2% | ||
| Q2 24 | -7.5% | 169.5% | ||
| Q1 24 | -7.0% | 150.3% |
每股收益（稀释后）LFSTMET
| Q4 25 | — | $1.18 | ||
| Q3 25 | — | $1.22 | ||
| Q2 25 | — | $1.03 | ||
| Q1 25 | — | $1.28 | ||
| Q4 24 | — | $1.75 | ||
| Q3 24 | — | $1.81 | ||
| Q2 24 | — | $1.28 | ||
| Q1 24 | — | $1.10 |
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 | $25.6B |
| 总债务越低越好 | $282.8M | — |
| 股东权益账面价值 | $1.5B | $28.4B |
| 总资产 | $2.2B | $745.2B |
| 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LFSTMET
| Q4 25 | $248.6M | $25.6B | ||
| Q3 25 | $203.9M | $26.2B | ||
| Q2 25 | $188.9M | $27.5B | ||
| Q1 25 | $134.3M | $26.9B | ||
| Q4 24 | $154.6M | $25.2B | ||
| Q3 24 | $102.6M | $26.4B | ||
| Q2 24 | $87.0M | $24.6B | ||
| Q1 24 | $49.5M | $24.7B |
总债务LFSTMET
| 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LFSTMET
| Q4 25 | $1.5B | $28.4B | ||
| Q3 25 | $1.5B | $28.9B | ||
| Q2 25 | $1.5B | $27.7B | ||
| Q1 25 | $1.5B | $27.5B | ||
| Q4 24 | $1.4B | $27.4B | ||
| Q3 24 | $1.4B | $30.9B | ||
| Q2 24 | $1.4B | $27.3B | ||
| Q1 24 | $1.4B | $28.5B |
总资产LFSTMET
| Q4 25 | $2.2B | $745.2B | ||
| Q3 25 | $2.1B | $719.7B | ||
| Q2 25 | $2.1B | $702.5B | ||
| Q1 25 | $2.1B | $688.3B | ||
| Q4 24 | $2.1B | $677.5B | ||
| Q3 24 | $2.1B | $705.0B | ||
| Q2 24 | $2.1B | $675.7B | ||
| Q1 24 | $2.1B | $677.6B |
负债/权益比LFSTMET
| 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 | $7.1B |
| 自由现金流经营现金流 - 资本支出 | $46.6M | — |
| 自由现金流率自由现金流/营收 | 12.2% | — |
| 资本支出强度资本支出/营收 | 2.9% | — |
| 现金转化率经营现金流/净利润 | 4.93× | 8.75× |
| 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LFSTMET
| Q4 25 | $57.6M | $7.1B | ||
| Q3 25 | $27.3M | $3.6B | ||
| Q2 25 | $64.4M | $2.2B | ||
| Q1 25 | $-3.1M | $4.3B | ||
| Q4 24 | $62.3M | $4.6B | ||
| Q3 24 | $22.7M | $4.2B | ||
| Q2 24 | $44.1M | $3.5B | ||
| Q1 24 | $-21.8M | $2.3B |
自由现金流LFSTMET
| Q4 25 | $46.6M | — | ||
| Q3 25 | $17.0M | — | ||
| Q2 25 | $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LFSTMET
| Q4 25 | 12.2% | — | ||
| Q3 25 | 4.7% | — | ||
| Q2 25 | 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LFSTMET
| Q4 25 | 2.9% | — | ||
| Q3 25 | 2.8% | — | ||
| Q2 25 | 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LFSTMET
| Q4 25 | 4.93× | 8.75× | ||
| Q3 25 | 25.34× | 3.98× | ||
| Q2 25 | — | 3.00× | ||
| Q1 25 | -4.36× | 4.51× | ||
| Q4 24 | — | 3.63× | ||
| Q3 24 | — | 3.11× | ||
| Q2 24 | — | 3.69× | ||
| Q1 24 | — | 2.69× |
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
MET
| Other | $165.0M | 28% |
| Prepaidlegalplansandadministrativeonlycontracts | $158.0M | 26% |
| Vision Fee For Service Arrangements | $140.0M | 23% |
| Administrative Service | $76.0M | 13% |
| Distribution Service | $36.0M | 6% |
| Feebasedinvestmentmanagementservices | $25.0M | 4% |
