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LifeStance Health Group, Inc.（LFST）与OPPENHEIMER HOLDINGS INC（OPY）财务数据对比。点击上方公司名可切换其他公司
OPPENHEIMER HOLDINGS INC的季度营收约是LifeStance Health Group, Inc.的1.2倍（$472.6M vs $382.2M），OPPENHEIMER HOLDINGS INC净利率更高（15.7% vs 3.1%，领先12.7%），OPPENHEIMER HOLDINGS INC同比增速更快（25.9% vs 17.4%），OPPENHEIMER HOLDINGS INC自由现金流更多（$183.6M vs $46.6M），过去两年OPPENHEIMER HOLDINGS INC的营收复合增速更高（15.7% vs 12.8%）
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。
奥本海默控股是一家美国跨国独立投资银行与金融服务企业，面向全球客户提供投资银行、财务咨询、资本市场、资产管理及财富管理等相关产品与服务，目前总部设于纽约市宽街85号。
LFST vs OPY — 直观对比
营收规模更大
OPY
是对方的1.2倍
$382.2M
营收增速更快
OPY
高出8.5%
17.4%
净利率更高
OPY
高出12.7%
3.1%
自由现金流更多
OPY
多$136.9M
$46.6M
两年增速更快
OPY
近两年复合增速
12.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $382.2M | $472.6M |
| 净利润 | $11.7M | $74.4M |
| 毛利率 | — | — |
| 营业利润率 | 4.7% | 22.4% |
| 净利率 | 3.1% | 15.7% |
| 营收同比 | 17.4% | 25.9% |
| 净利润同比 | 264.1% | 593.1% |
| 每股收益（稀释后） | — | $6.51 |
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LFSTOPY
| Q4 25 | $382.2M | $472.6M | ||
| Q3 25 | $363.8M | $424.4M | ||
| Q2 25 | $345.3M | $373.2M | ||
| Q1 25 | $333.0M | $367.8M | ||
| Q4 24 | $325.5M | $375.4M | ||
| Q3 24 | $312.7M | $373.4M | ||
| Q2 24 | $312.3M | $330.6M | ||
| Q1 24 | $300.4M | $353.1M |
净利润LFSTOPY
| Q4 25 | $11.7M | $74.4M | ||
| Q3 25 | $1.1M | $21.7M | ||
| Q2 25 | $-3.8M | $21.7M | ||
| Q1 25 | $709.0K | $30.7M | ||
| Q4 24 | $-7.1M | $10.7M | ||
| Q3 24 | $-6.0M | $24.5M | ||
| Q2 24 | $-23.3M | $10.3M | ||
| Q1 24 | $-21.1M | $26.1M |
营业利润率LFSTOPY
| Q4 25 | 4.7% | 22.4% | ||
| Q3 25 | 2.0% | 7.5% | ||
| Q2 25 | -0.9% | 8.6% | ||
| Q1 25 | 0.5% | 11.2% | ||
| Q4 24 | 0.3% | 4.5% | ||
| Q3 24 | 0.0% | 9.5% | ||
| Q2 24 | -5.1% | 4.8% | ||
| Q1 24 | -5.6% | 10.6% |
净利率LFSTOPY
| Q4 25 | 3.1% | 15.7% | ||
| Q3 25 | 0.3% | 5.1% | ||
| Q2 25 | -1.1% | 5.8% | ||
| Q1 25 | 0.2% | 8.3% | ||
| Q4 24 | -2.2% | 2.9% | ||
| Q3 24 | -1.9% | 6.6% | ||
| Q2 24 | -7.5% | 3.1% | ||
| Q1 24 | -7.0% | 7.4% |
每股收益（稀释后）LFSTOPY
| Q4 25 | — | $6.51 | ||
| Q3 25 | — | $1.90 | ||
| Q2 25 | — | $1.91 | ||
| Q1 25 | — | $2.72 | ||
| Q4 24 | — | $0.92 | ||
| Q3 24 | — | $2.16 | ||
| Q2 24 | — | $0.92 | ||
| Q1 24 | — | $2.37 |
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 | $38.4M |
| 总债务越低越好 | $282.8M | — |
| 股东权益账面价值 | $1.5B | $983.8M |
| 总资产 | $2.2B | $3.7B |
| 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LFSTOPY
| Q4 25 | $248.6M | $38.4M | ||
| Q3 25 | $203.9M | $38.3M | ||
| Q2 25 | $188.9M | $37.6M | ||
| Q1 25 | $134.3M | $36.7M | ||
| Q4 24 | $154.6M | $33.1M | ||
| Q3 24 | $102.6M | $32.2M | ||
| Q2 24 | $87.0M | $33.2M | ||
| Q1 24 | $49.5M | $27.7M |
总债务LFSTOPY
| Q4 25 | $282.8M | — | ||
| Q3 25 | $284.6M | — | ||
| Q2 25 | $286.4M | — | ||
| Q1 25 | $288.2M | — | ||
| Q4 24 | $290.0M | $0 | ||
| Q3 24 | $287.3M | $112.8M | ||
| Q2 24 | $288.0M | $112.8M | ||
| Q1 24 | $288.8M | $112.7M |
股东权益LFSTOPY
| Q4 25 | $1.5B | $983.8M | ||
| Q3 25 | $1.5B | $920.3M | ||
| Q2 25 | $1.5B | $896.9M | ||
| Q1 25 | $1.5B | $872.3M | ||
| Q4 24 | $1.4B | $850.4M | ||
| Q3 24 | $1.4B | $837.8M | ||
| Q2 24 | $1.4B | $812.1M | ||
| Q1 24 | $1.4B | $801.5M |
总资产LFSTOPY
| Q4 25 | $2.2B | $3.7B | ||
| Q3 25 | $2.1B | $3.8B | ||
| Q2 25 | $2.1B | $3.7B | ||
| Q1 25 | $2.1B | $3.6B | ||
| Q4 24 | $2.1B | $3.4B | ||
| Q3 24 | $2.1B | $3.4B | ||
| Q2 24 | $2.1B | $3.3B | ||
| Q1 24 | $2.1B | $3.3B |
负债/权益比LFSTOPY
| Q4 25 | 0.19× | — | ||
| Q3 25 | 0.19× | — | ||
| Q2 25 | 0.19× | — | ||
| Q1 25 | 0.20× | — | ||
| Q4 24 | 0.20× | 0.00× | ||
| Q3 24 | 0.20× | 0.13× | ||
| Q2 24 | 0.20× | 0.14× | ||
| Q1 24 | 0.20× | 0.14× |
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 | $188.8M |
| 自由现金流经营现金流 - 资本支出 | $46.6M | $183.6M |
| 自由现金流率自由现金流/营收 | 12.2% | 38.8% |
| 资本支出强度资本支出/营收 | 2.9% | 1.1% |
| 现金转化率经营现金流/净利润 | 4.93× | 2.54× |
| 过去12个月自由现金流最近4个季度 | $110.0M | $191.3M |
8季度趋势，按日历期对齐
经营现金流LFSTOPY
| Q4 25 | $57.6M | $188.8M | ||
| Q3 25 | $27.3M | $63.4M | ||
| Q2 25 | $64.4M | $40.1M | ||
| Q1 25 | $-3.1M | $-91.7M | ||
| Q4 24 | $62.3M | $-108.2M | ||
| Q3 24 | $22.7M | $11.4M | ||
| Q2 24 | $44.1M | $-115.3M | ||
| Q1 24 | $-21.8M | $-79.0M |
自由现金流LFSTOPY
| Q4 25 | $46.6M | $183.6M | ||
| Q3 25 | $17.0M | $62.2M | ||
| Q2 25 | $56.6M | $38.9M | ||
| Q1 25 | $-10.3M | $-93.4M | ||
| Q4 24 | $56.0M | $-113.3M | ||
| Q3 24 | $17.7M | $11.2M | ||
| Q2 24 | $39.0M | $-116.7M | ||
| Q1 24 | $-26.9M | $-79.3M |
自由现金流率LFSTOPY
| Q4 25 | 12.2% | 38.8% | ||
| Q3 25 | 4.7% | 14.7% | ||
| Q2 25 | 16.4% | 10.4% | ||
| Q1 25 | -3.1% | -25.4% | ||
| Q4 24 | 17.2% | -30.2% | ||
| Q3 24 | 5.7% | 3.0% | ||
| Q2 24 | 12.5% | -35.3% | ||
| Q1 24 | -9.0% | -22.5% |
资本支出强度LFSTOPY
| Q4 25 | 2.9% | 1.1% | ||
| Q3 25 | 2.8% | 0.3% | ||
| Q2 25 | 2.2% | 0.3% | ||
| Q1 25 | 2.2% | 0.5% | ||
| Q4 24 | 1.9% | 1.4% | ||
| Q3 24 | 1.6% | 0.1% | ||
| Q2 24 | 1.6% | 0.4% | ||
| Q1 24 | 1.7% | 0.1% |
现金转化率LFSTOPY
| Q4 25 | 4.93× | 2.54× | ||
| Q3 25 | 25.34× | 2.92× | ||
| Q2 25 | — | 1.85× | ||
| Q1 25 | -4.36× | -2.99× | ||
| Q4 24 | — | -10.08× | ||
| Q3 24 | — | 0.47× | ||
| Q2 24 | — | -11.23× | ||
| Q1 24 | — | -3.03× |
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
OPY
| Advisory Fees | $166.6M | 35% |
| Capital Markets Segment | $155.5M | 33% |
| Other | $57.2M | 12% |
| Commissions From Sales And Trading | $52.9M | 11% |
| Bank Deposit Sweep Income | $27.7M | 6% |
| Mutual Fund Income | $8.9M | 2% |
| Investment Banking Capital Markets | $3.3M | 1% |
