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LifeStance Health Group, Inc.（LFST）与PIPER SANDLER COMPANIES（PIPR）财务数据对比。点击上方公司名可切换其他公司
PIPER SANDLER COMPANIES的季度营收约是LifeStance Health Group, Inc.的1.7倍（$667.0M vs $382.2M），PIPER SANDLER COMPANIES净利率更高（17.1% vs 3.1%，领先14.0%），PIPER SANDLER COMPANIES同比增速更快（37.4% vs 17.4%），过去两年PIPER SANDLER COMPANIES的营收复合增速更高（39.2% 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。
Piper Sandler是一家美国跨国投资银行及金融服务提供商，核心业务覆盖并购重组、财务重整、公开募股、公共财政、机构经纪、投资管理、证券研究等领域，通过旗下核心子公司Piper Sandler & Co.为企业、机构投资者及公共组织提供专业金融服务。
LFST vs PIPR — 直观对比
营收规模更大
PIPR
是对方的1.7倍
$382.2M
营收增速更快
PIPR
高出20.0%
17.4%
净利率更高
PIPR
高出14.0%
3.1%
两年增速更快
PIPR
近两年复合增速
12.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $382.2M | $667.0M |
| 净利润 | $11.7M | $114.0M |
| 毛利率 | — | — |
| 营业利润率 | 4.7% | 28.3% |
| 净利率 | 3.1% | 17.1% |
| 营收同比 | 17.4% | 37.4% |
| 净利润同比 | 264.1% | 65.0% |
| 每股收益（稀释后） | — | $6.41 |
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LFSTPIPR
| Q4 25 | $382.2M | $667.0M | ||
| Q3 25 | $363.8M | $480.1M | ||
| Q2 25 | $345.3M | $398.6M | ||
| Q1 25 | $333.0M | $358.6M | ||
| Q4 24 | $325.5M | $485.4M | ||
| Q3 24 | $312.7M | $360.9M | ||
| Q2 24 | $312.3M | $340.8M | ||
| Q1 24 | $300.4M | $344.4M |
净利润LFSTPIPR
| Q4 25 | $11.7M | $114.0M | ||
| Q3 25 | $1.1M | $60.3M | ||
| Q2 25 | $-3.8M | $42.2M | ||
| Q1 25 | $709.0K | $64.9M | ||
| Q4 24 | $-7.1M | $69.1M | ||
| Q3 24 | $-6.0M | $34.8M | ||
| Q2 24 | $-23.3M | $34.8M | ||
| Q1 24 | $-21.1M | $42.5M |
营业利润率LFSTPIPR
| Q4 25 | 4.7% | 28.3% | ||
| Q3 25 | 2.0% | 22.4% | ||
| Q2 25 | -0.9% | 12.3% | ||
| Q1 25 | 0.5% | 8.2% | ||
| Q4 24 | 0.3% | 16.9% | ||
| Q3 24 | 0.0% | 15.4% | ||
| Q2 24 | -5.1% | 8.3% | ||
| Q1 24 | -5.6% | 15.2% |
净利率LFSTPIPR
| Q4 25 | 3.1% | 17.1% | ||
| Q3 25 | 0.3% | 12.6% | ||
| Q2 25 | -1.1% | 10.6% | ||
| Q1 25 | 0.2% | 18.1% | ||
| Q4 24 | -2.2% | 14.2% | ||
| Q3 24 | -1.9% | 9.6% | ||
| Q2 24 | -7.5% | 10.2% | ||
| Q1 24 | -7.0% | 12.3% |
每股收益（稀释后）LFSTPIPR
| Q4 25 | — | $6.41 | ||
| Q3 25 | — | $3.38 | ||
| Q2 25 | — | $2.38 | ||
| Q1 25 | — | $3.65 | ||
| Q4 24 | — | $3.88 | ||
| Q3 24 | — | $1.96 | ||
| Q2 24 | — | $1.97 | ||
| Q1 24 | — | $2.43 |
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 | — |
| 总债务越低越好 | $282.8M | — |
| 股东权益账面价值 | $1.5B | $1.4B |
| 总资产 | $2.2B | $2.6B |
| 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LFSTPIPR
| Q4 25 | $248.6M | — | ||
| Q3 25 | $203.9M | — | ||
| Q2 25 | $188.9M | — | ||
| Q1 25 | $134.3M | — | ||
| Q4 24 | $154.6M | — | ||
| Q3 24 | $102.6M | — | ||
| Q2 24 | $87.0M | — | ||
| Q1 24 | $49.5M | — |
总债务LFSTPIPR
| 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LFSTPIPR
| Q4 25 | $1.5B | $1.4B | ||
| Q3 25 | $1.5B | $1.3B | ||
| Q2 25 | $1.5B | $1.2B | ||
| Q1 25 | $1.5B | $1.2B | ||
| Q4 24 | $1.4B | $1.2B | ||
| Q3 24 | $1.4B | $1.2B | ||
| Q2 24 | $1.4B | $1.1B | ||
| Q1 24 | $1.4B | $1.1B |
总资产LFSTPIPR
| Q4 25 | $2.2B | $2.6B | ||
| Q3 25 | $2.1B | $2.2B | ||
| Q2 25 | $2.1B | $2.0B | ||
| Q1 25 | $2.1B | $1.8B | ||
| Q4 24 | $2.1B | $2.3B | ||
| Q3 24 | $2.1B | $2.0B | ||
| Q2 24 | $2.1B | $1.9B | ||
| Q1 24 | $2.1B | $1.8B |
负债/权益比LFSTPIPR
| 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 | $729.8M |
| 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× | 6.40× |
| 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LFSTPIPR
| Q4 25 | $57.6M | $729.8M | ||
| Q3 25 | $27.3M | $31.9M | ||
| Q2 25 | $64.4M | $32.1M | ||
| Q1 25 | $-3.1M | $-207.2M | ||
| Q4 24 | $62.3M | $163.8M | ||
| Q3 24 | $22.7M | $80.1M | ||
| Q2 24 | $44.1M | $266.5M | ||
| Q1 24 | $-21.8M | $-197.2M |
自由现金流LFSTPIPR
| 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LFSTPIPR
| 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LFSTPIPR
| 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LFSTPIPR
| Q4 25 | 4.93× | 6.40× | ||
| Q3 25 | 25.34× | 0.53× | ||
| Q2 25 | — | 0.76× | ||
| Q1 25 | -4.36× | -3.19× | ||
| Q4 24 | — | 2.37× | ||
| Q3 24 | — | 2.30× | ||
| Q2 24 | — | 7.66× | ||
| Q1 24 | — | -4.64× |
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
PIPR
| Advisory Services | $402.6M | 60% |
| Equities Financing | $66.7M | 10% |
| Equity Salesand Trading | $64.2M | 10% |
| Fixed Income Salesand Trading | $47.9M | 7% |
| Other | $46.7M | 7% |
| Debt Financing | $38.9M | 6% |
