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LifeStance Health Group, Inc.(LFST)与Privia Health Group, Inc.(PRVA)财务数据对比。点击上方公司名可切换其他公司
Privia Health Group, Inc.的季度营收约是LifeStance Health Group, Inc.的1.4倍($541.2M vs $382.2M)。LifeStance Health Group, Inc.净利率更高(3.1% vs 1.7%,领先1.4%)。LifeStance Health Group, Inc.同比增速更快(17.4% vs 17.4%)。过去两年Privia Health Group, Inc.的营收复合增速更高(14.2% 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。
Privia Health Group, Inc.是总部位于美国的医疗科技与服务企业,为独立诊所、医疗系统和医疗支付方提供价值导向型医疗解决方案,涵盖人群健康管理、患者互动平台、护理协调支持及行政流程优化工具,助力提升诊疗效果、降低医疗参与方运营成本。
LFST vs PRVA — 直观对比
营收规模更大
PRVA
是对方的1.4倍
$382.2M
营收增速更快
LFST
高出0.0%
17.4%
净利率更高
LFST
高出1.4%
1.7%
两年增速更快
PRVA
近两年复合增速
12.8%
损益表 — Q4 2025 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $382.2M | $541.2M |
| 净利润 | $11.7M | $9.2M |
| 毛利率 | — | — |
| 营业利润率 | 4.7% | 2.1% |
| 净利率 | 3.1% | 1.7% |
| 营收同比 | 17.4% | 17.4% |
| 净利润同比 | 264.1% | 108.0% |
| 每股收益(稀释后) | — | $0.08 |
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
LFST
PRVA
| Q4 25 | $382.2M | $541.2M | ||
| Q3 25 | $363.8M | $580.4M | ||
| Q2 25 | $345.3M | $521.2M | ||
| Q1 25 | $333.0M | $480.1M | ||
| Q4 24 | $325.5M | $460.9M | ||
| Q3 24 | $312.7M | $437.9M | ||
| Q2 24 | $312.3M | $422.3M | ||
| Q1 24 | $300.4M | $415.2M |
净利润
LFST
PRVA
| Q4 25 | $11.7M | $9.2M | ||
| Q3 25 | $1.1M | $6.9M | ||
| Q2 25 | $-3.8M | $2.7M | ||
| Q1 25 | $709.0K | $4.2M | ||
| Q4 24 | $-7.1M | $4.4M | ||
| Q3 24 | $-6.0M | $3.5M | ||
| Q2 24 | $-23.3M | $3.5M | ||
| Q1 24 | $-21.1M | $3.0M |
营业利润率
LFST
PRVA
| Q4 25 | 4.7% | 2.1% | ||
| Q3 25 | 2.0% | 2.5% | ||
| Q2 25 | -0.9% | 0.6% | ||
| Q1 25 | 0.5% | 1.1% | ||
| Q4 24 | 0.3% | 1.1% | ||
| Q3 24 | 0.0% | 1.3% | ||
| Q2 24 | -5.1% | 1.2% | ||
| Q1 24 | -5.6% | 0.2% |
净利率
LFST
PRVA
| Q4 25 | 3.1% | 1.7% | ||
| Q3 25 | 0.3% | 1.2% | ||
| Q2 25 | -1.1% | 0.5% | ||
| Q1 25 | 0.2% | 0.9% | ||
| Q4 24 | -2.2% | 1.0% | ||
| Q3 24 | -1.9% | 0.8% | ||
| Q2 24 | -7.5% | 0.8% | ||
| Q1 24 | -7.0% | 0.7% |
每股收益(稀释后)
LFST
PRVA
| Q4 25 | — | $0.08 | ||
| Q3 25 | — | $0.05 | ||
| Q2 25 | — | $0.02 | ||
| Q1 25 | — | $0.03 | ||
| Q4 24 | — | $0.03 | ||
| Q3 24 | — | $0.03 | ||
| Q2 24 | — | $0.03 | ||
| Q1 24 | — | $0.02 |
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 | $479.7M |
| 总债务越低越好 | $282.8M | — |
| 股东权益账面价值 | $1.5B | $737.2M |
| 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
LFST
PRVA
| Q4 25 | $248.6M | $479.7M | ||
| Q3 25 | $203.9M | $441.4M | ||
| Q2 25 | $188.9M | $390.1M | ||
| Q1 25 | $134.3M | $469.3M | ||
| Q4 24 | $154.6M | $491.1M | ||
| Q3 24 | $102.6M | $422.0M | ||
| Q2 24 | $87.0M | $387.4M | ||
| Q1 24 | $49.5M | $351.1M |
总债务
LFST
PRVA
| 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
LFST
PRVA
| Q4 25 | $1.5B | $737.2M | ||
| Q3 25 | $1.5B | $709.1M | ||
| Q2 25 | $1.5B | $682.9M | ||
| Q1 25 | $1.5B | $659.4M | ||
| Q4 24 | $1.4B | $635.2M | ||
| Q3 24 | $1.4B | $614.9M | ||
| Q2 24 | $1.4B | $595.4M | ||
| Q1 24 | $1.4B | $576.8M |
总资产
LFST
PRVA
| Q4 25 | $2.2B | $1.4B | ||
| Q3 25 | $2.1B | $1.4B | ||
| Q2 25 | $2.1B | $1.3B | ||
| Q1 25 | $2.1B | $1.2B | ||
| Q4 24 | $2.1B | $1.1B | ||
| Q3 24 | $2.1B | $1.1B | ||
| Q2 24 | $2.1B | $1.1B | ||
| Q1 24 | $2.1B | $1.0B |
负债/权益比
LFST
PRVA
| 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 | $127.5M |
| 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× | 13.93× |
| 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
LFST
PRVA
| Q4 25 | $57.6M | $127.5M | ||
| Q3 25 | $27.3M | $52.0M | ||
| Q2 25 | $64.4M | $8.0M | ||
| Q1 25 | $-3.1M | $-24.1M | ||
| Q4 24 | $62.3M | $74.8M | ||
| Q3 24 | $22.7M | $33.2M | ||
| Q2 24 | $44.1M | $34.5M | ||
| Q1 24 | $-21.8M | $-33.1M |
自由现金流
LFST
PRVA
| 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
LFST
PRVA
| 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
LFST
PRVA
| 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
LFST
PRVA
| Q4 25 | 4.93× | 13.93× | ||
| Q3 25 | 25.34× | 7.58× | ||
| Q2 25 | — | 2.97× | ||
| Q1 25 | -4.36× | -5.70× | ||
| Q4 24 | — | 17.00× | ||
| Q3 24 | — | 9.38× | ||
| Q2 24 | — | 9.94× | ||
| Q1 24 | — | -11.10× |
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
PRVA
| FFS Patient Care | $364.4M | 67% |
| Capitated Revenue | $71.4M | 13% |
| Shared Savings | $46.9M | 9% |
| FFS Administrative Services | $36.0M | 7% |
| Care Management Fee PMPM | $20.0M | 4% |
| Other Revenue | $2.5M | 0% |