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LifeStance Health Group, Inc.（LFST）与如新（NUS）财务数据对比。点击上方公司名可切换其他公司
LifeStance Health Group, Inc.的季度营收约是如新的1.0倍（$382.2M vs $370.3M），如新净利率更高（3.9% vs 3.1%，领先0.9%），LifeStance Health Group, Inc.同比增速更快（17.4% vs -16.9%），LifeStance Health Group, Inc.自由现金流更多（$46.6M vs $5.9M），过去两年LifeStance Health Group, Inc.的营收复合增速更高（12.8% vs -5.8%）
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。
如新企业集团是一家美国多层次直销企业，主打研发并销售个人护理产品与营养膳食补充产品，旗下拥有Nu Skin及Pharmanex两大品牌，目前已在全球54个市场开展业务，依托约120万独立销售代表的销售网络覆盖全球市场。
LFST vs NUS — 直观对比
营收规模更大
LFST
是对方的1.0倍
$370.3M
营收增速更快
LFST
高出34.3%
-16.9%
净利率更高
NUS
高出0.9%
3.1%
自由现金流更多
LFST
多$40.8M
$5.9M
两年增速更快
LFST
近两年复合增速
-5.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $382.2M | $370.3M |
| 净利润 | $11.7M | $14.5M |
| 毛利率 | — | 70.7% |
| 营业利润率 | 4.7% | 6.3% |
| 净利率 | 3.1% | 3.9% |
| 营收同比 | 17.4% | -16.9% |
| 净利润同比 | 264.1% | 140.1% |
| 每股收益（稀释后） | — | $0.27 |
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LFSTNUS
| Q4 25 | $382.2M | $370.3M | ||
| Q3 25 | $363.8M | $364.2M | ||
| Q2 25 | $345.3M | $386.1M | ||
| Q1 25 | $333.0M | $364.5M | ||
| Q4 24 | $325.5M | $445.6M | ||
| Q3 24 | $312.7M | $430.1M | ||
| Q2 24 | $312.3M | $439.1M | ||
| Q1 24 | $300.4M | $417.3M |
净利润LFSTNUS
| Q4 25 | $11.7M | $14.5M | ||
| Q3 25 | $1.1M | $17.1M | ||
| Q2 25 | $-3.8M | $21.1M | ||
| Q1 25 | $709.0K | $107.5M | ||
| Q4 24 | $-7.1M | $-36.1M | ||
| Q3 24 | $-6.0M | $8.3M | ||
| Q2 24 | $-23.3M | $-118.3M | ||
| Q1 24 | $-21.1M | $-533.0K |
毛利率LFSTNUS
| Q4 25 | — | 70.7% | ||
| Q3 25 | — | 70.5% | ||
| Q2 25 | — | 68.8% | ||
| Q1 25 | — | 67.8% | ||
| Q4 24 | — | 62.7% | ||
| Q3 24 | — | 70.1% | ||
| Q2 24 | — | 70.0% | ||
| Q1 24 | — | 70.5% |
营业利润率LFSTNUS
| Q4 25 | 4.7% | 6.3% | ||
| Q3 25 | 2.0% | 5.9% | ||
| Q2 25 | -0.9% | 8.0% | ||
| Q1 25 | 0.5% | -2.7% | ||
| Q4 24 | 0.3% | -11.9% | ||
| Q3 24 | 0.0% | 4.2% | ||
| Q2 24 | -5.1% | -28.6% | ||
| Q1 24 | -5.6% | 2.1% |
净利率LFSTNUS
| Q4 25 | 3.1% | 3.9% | ||
| Q3 25 | 0.3% | 4.7% | ||
| Q2 25 | -1.1% | 5.5% | ||
| Q1 25 | 0.2% | 29.5% | ||
| Q4 24 | -2.2% | -8.1% | ||
| Q3 24 | -1.9% | 1.9% | ||
| Q2 24 | -7.5% | -26.9% | ||
| Q1 24 | -7.0% | -0.1% |
每股收益（稀释后）LFSTNUS
| Q4 25 | — | $0.27 | ||
| Q3 25 | — | $0.34 | ||
| Q2 25 | — | $0.43 | ||
| Q1 25 | — | $2.14 | ||
| Q4 24 | — | $-0.73 | ||
| Q3 24 | — | $0.17 | ||
| Q2 24 | — | $-2.38 | ||
| Q1 24 | — | $-0.01 |
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 | $239.8M |
| 总债务越低越好 | $282.8M | — |
| 股东权益账面价值 | $1.5B | $805.2M |
| 总资产 | $2.2B | $1.4B |
| 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LFSTNUS
| Q4 25 | $248.6M | $239.8M | ||
| Q3 25 | $203.9M | $253.0M | ||
| Q2 25 | $188.9M | $265.4M | ||
| Q1 25 | $134.3M | $213.6M | ||
| Q4 24 | $154.6M | $198.0M | ||
| Q3 24 | $102.6M | $237.8M | ||
| Q2 24 | $87.0M | $232.9M | ||
| Q1 24 | $49.5M | $221.2M |
总债务LFSTNUS
| 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LFSTNUS
| Q4 25 | $1.5B | $805.2M | ||
| Q3 25 | $1.5B | $799.8M | ||
| Q2 25 | $1.5B | $787.8M | ||
| Q1 25 | $1.5B | $754.0M | ||
| Q4 24 | $1.4B | $651.5M | ||
| Q3 24 | $1.4B | $706.9M | ||
| Q2 24 | $1.4B | $686.2M | ||
| Q1 24 | $1.4B | $810.2M |
总资产LFSTNUS
| Q4 25 | $2.2B | $1.4B | ||
| Q3 25 | $2.1B | $1.4B | ||
| Q2 25 | $2.1B | $1.4B | ||
| Q1 25 | $2.1B | $1.4B | ||
| Q4 24 | $2.1B | $1.5B | ||
| Q3 24 | $2.1B | $1.6B | ||
| Q2 24 | $2.1B | $1.6B | ||
| Q1 24 | $2.1B | $1.7B |
负债/权益比LFSTNUS
| 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 | $16.6M |
| 自由现金流经营现金流 - 资本支出 | $46.6M | $5.9M |
| 自由现金流率自由现金流/营收 | 12.2% | 1.6% |
| 资本支出强度资本支出/营收 | 2.9% | 2.9% |
| 现金转化率经营现金流/净利润 | 4.93× | 1.15× |
| 过去12个月自由现金流最近4个季度 | $110.0M | $46.0M |
8季度趋势，按日历期对齐
经营现金流LFSTNUS
| Q4 25 | $57.6M | $16.6M | ||
| Q3 25 | $27.3M | $27.5M | ||
| Q2 25 | $64.4M | $35.8M | ||
| Q1 25 | $-3.1M | $389.0K | ||
| Q4 24 | $62.3M | $25.8M | ||
| Q3 24 | $22.7M | $31.4M | ||
| Q2 24 | $44.1M | $51.2M | ||
| Q1 24 | $-21.8M | $3.3M |
自由现金流LFSTNUS
| Q4 25 | $46.6M | $5.9M | ||
| Q3 25 | $17.0M | $17.6M | ||
| Q2 25 | $56.6M | $35.8M | ||
| Q1 25 | $-10.3M | $-13.2M | ||
| Q4 24 | $56.0M | $13.2M | ||
| Q3 24 | $17.7M | $22.8M | ||
| Q2 24 | $39.0M | $43.1M | ||
| Q1 24 | $-26.9M | $-9.0M |
自由现金流率LFSTNUS
| Q4 25 | 12.2% | 1.6% | ||
| Q3 25 | 4.7% | 4.8% | ||
| Q2 25 | 16.4% | 9.3% | ||
| Q1 25 | -3.1% | -3.6% | ||
| Q4 24 | 17.2% | 3.0% | ||
| Q3 24 | 5.7% | 5.3% | ||
| Q2 24 | 12.5% | 9.8% | ||
| Q1 24 | -9.0% | -2.1% |
资本支出强度LFSTNUS
| Q4 25 | 2.9% | 2.9% | ||
| Q3 25 | 2.8% | 2.7% | ||
| Q2 25 | 2.2% | 0.0% | ||
| Q1 25 | 2.2% | 3.7% | ||
| Q4 24 | 1.9% | 2.8% | ||
| Q3 24 | 1.6% | 2.0% | ||
| Q2 24 | 1.6% | 1.9% | ||
| Q1 24 | 1.7% | 2.9% |
现金转化率LFSTNUS
| Q4 25 | 4.93× | 1.15× | ||
| Q3 25 | 25.34× | 1.61× | ||
| Q2 25 | — | 1.69× | ||
| Q1 25 | -4.36× | 0.00× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 3.79× | ||
| 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
业务分部营收拆解
LFST
暂无分部数据
NUS
| Other | $161.9M | 44% |
| Mainland China Segment | $52.0M | 14% |
| Southeast Asia Pacific Segment | $50.5M | 14% |
| Europe And Africa Segment | $41.8M | 11% |
| Hong Kong Taiwan Segment | $29.6M | 8% |
| South Korea Segment | $28.4M | 8% |
| Rhyz Other Segment | $6.1M | 2% |
