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LifeStance Health Group, Inc.（LFST）与Revolve Group, Inc.（RVLV）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Revolve Group, Inc.的1.2倍（$382.2M vs $324.4M），Revolve Group, Inc.净利率更高（5.7% vs 3.1%，领先2.7%），LifeStance Health Group, Inc.同比增速更快（17.4% vs 10.4%），LifeStance Health Group, Inc.自由现金流更多（$46.6M vs $-13.3M），过去两年LifeStance Health Group, Inc.的营收复合增速更高（12.8% vs 9.5%）
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。
Revolve Theatre Company是总部位于英国泰晤士河畔亨利的剧团，专注于创作演出政治题材和莎士比亚系列戏剧作品，由奥利弗·登奇、乔·莫里斯与汤姆·史密斯共同创立运营。
LFST vs RVLV — 直观对比
营收规模更大
LFST
是对方的1.2倍
$324.4M
营收增速更快
LFST
高出7.0%
10.4%
净利率更高
RVLV
高出2.7%
3.1%
自由现金流更多
LFST
多$59.9M
$-13.3M
两年增速更快
LFST
近两年复合增速
9.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $382.2M | $324.4M |
| 净利润 | $11.7M | $18.6M |
| 毛利率 | — | 53.3% |
| 营业利润率 | 4.7% | 6.3% |
| 净利率 | 3.1% | 5.7% |
| 营收同比 | 17.4% | 10.4% |
| 净利润同比 | 264.1% | 50.4% |
| 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LFSTRVLV
| Q4 25 | $382.2M | $324.4M | ||
| Q3 25 | $363.8M | $295.6M | ||
| Q2 25 | $345.3M | $309.0M | ||
| Q1 25 | $333.0M | $296.7M | ||
| Q4 24 | $325.5M | $293.7M | ||
| Q3 24 | $312.7M | $283.1M | ||
| Q2 24 | $312.3M | $282.5M | ||
| Q1 24 | $300.4M | $270.6M |
净利润LFSTRVLV
| Q4 25 | $11.7M | $18.6M | ||
| Q3 25 | $1.1M | $21.2M | ||
| Q2 25 | $-3.8M | $10.2M | ||
| Q1 25 | $709.0K | $11.8M | ||
| Q4 24 | $-7.1M | $12.3M | ||
| Q3 24 | $-6.0M | $11.0M | ||
| Q2 24 | $-23.3M | $15.4M | ||
| Q1 24 | $-21.1M | $10.9M |
毛利率LFSTRVLV
| Q4 25 | — | 53.3% | ||
| Q3 25 | — | 54.6% | ||
| Q2 25 | — | 54.1% | ||
| Q1 25 | — | 52.0% | ||
| Q4 24 | — | 52.5% | ||
| Q3 24 | — | 51.2% | ||
| Q2 24 | — | 54.0% | ||
| Q1 24 | — | 52.3% |
营业利润率LFSTRVLV
| Q4 25 | 4.7% | 6.3% | ||
| Q3 25 | 2.0% | 7.1% | ||
| Q2 25 | -0.9% | 5.8% | ||
| Q1 25 | 0.5% | 5.0% | ||
| Q4 24 | 0.3% | 3.9% | ||
| Q3 24 | 0.0% | 5.0% | ||
| Q2 24 | -5.1% | 5.8% | ||
| Q1 24 | -5.6% | 3.4% |
净利率LFSTRVLV
| Q4 25 | 3.1% | 5.7% | ||
| Q3 25 | 0.3% | 7.2% | ||
| Q2 25 | -1.1% | 3.3% | ||
| Q1 25 | 0.2% | 4.0% | ||
| Q4 24 | -2.2% | 4.2% | ||
| Q3 24 | -1.9% | 3.9% | ||
| Q2 24 | -7.5% | 5.4% | ||
| Q1 24 | -7.0% | 4.0% |
每股收益（稀释后）LFSTRVLV
| Q4 25 | — | $0.27 | ||
| Q3 25 | — | $0.29 | ||
| Q2 25 | — | $0.14 | ||
| Q1 25 | — | $0.16 | ||
| Q4 24 | — | $0.18 | ||
| Q3 24 | — | $0.15 | ||
| Q2 24 | — | $0.21 | ||
| Q1 24 | — | $0.15 |
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 | $292.3M |
| 总债务越低越好 | $282.8M | — |
| 股东权益账面价值 | $1.5B | $512.5M |
| 总资产 | $2.2B | $765.0M |
| 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LFSTRVLV
| Q4 25 | $248.6M | $292.3M | ||
| Q3 25 | $203.9M | $315.4M | ||
| Q2 25 | $188.9M | $310.7M | ||
| Q1 25 | $134.3M | $300.8M | ||
| Q4 24 | $154.6M | $256.6M | ||
| Q3 24 | $102.6M | $252.8M | ||
| Q2 24 | $87.0M | $244.7M | ||
| Q1 24 | $49.5M | $273.4M |
总债务LFSTRVLV
| 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LFSTRVLV
| Q4 25 | $1.5B | $512.5M | ||
| Q3 25 | $1.5B | $490.2M | ||
| Q2 25 | $1.5B | $468.6M | ||
| Q1 25 | $1.5B | $453.4M | ||
| Q4 24 | $1.4B | $437.8M | ||
| Q3 24 | $1.4B | $420.8M | ||
| Q2 24 | $1.4B | $405.8M | ||
| Q1 24 | $1.4B | $389.9M |
总资产LFSTRVLV
| Q4 25 | $2.2B | $765.0M | ||
| Q3 25 | $2.1B | $751.3M | ||
| Q2 25 | $2.1B | $722.9M | ||
| Q1 25 | $2.1B | $713.9M | ||
| Q4 24 | $2.1B | $665.5M | ||
| Q3 24 | $2.1B | $670.9M | ||
| Q2 24 | $2.1B | $657.8M | ||
| Q1 24 | $2.1B | $650.0M |
负债/权益比LFSTRVLV
| 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 | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | $46.6M | $-13.3M |
| 自由现金流率自由现金流/营收 | 12.2% | -4.1% |
| 资本支出强度资本支出/营收 | 2.9% | 1.0% |
| 现金转化率经营现金流/净利润 | 4.93× | -0.55× |
| 过去12个月自由现金流最近4个季度 | $110.0M | $48.0M |
8季度趋势，按日历期对齐
经营现金流LFSTRVLV
| Q4 25 | $57.6M | $-10.2M | ||
| Q3 25 | $27.3M | $11.8M | ||
| Q2 25 | $64.4M | $12.6M | ||
| Q1 25 | $-3.1M | $45.1M | ||
| Q4 24 | $62.3M | $3.9M | ||
| Q3 24 | $22.7M | $9.1M | ||
| Q2 24 | $44.1M | $-24.7M | ||
| Q1 24 | $-21.8M | $38.4M |
自由现金流LFSTRVLV
| Q4 25 | $46.6M | $-13.3M | ||
| Q3 25 | $17.0M | $7.5M | ||
| Q2 25 | $56.6M | $10.4M | ||
| Q1 25 | $-10.3M | $43.4M | ||
| Q4 24 | $56.0M | $2.1M | ||
| Q3 24 | $17.7M | $8.0M | ||
| Q2 24 | $39.0M | $-25.7M | ||
| Q1 24 | $-26.9M | $36.7M |
自由现金流率LFSTRVLV
| Q4 25 | 12.2% | -4.1% | ||
| Q3 25 | 4.7% | 2.5% | ||
| Q2 25 | 16.4% | 3.4% | ||
| Q1 25 | -3.1% | 14.6% | ||
| Q4 24 | 17.2% | 0.7% | ||
| Q3 24 | 5.7% | 2.8% | ||
| Q2 24 | 12.5% | -9.1% | ||
| Q1 24 | -9.0% | 13.5% |
资本支出强度LFSTRVLV
| Q4 25 | 2.9% | 1.0% | ||
| Q3 25 | 2.8% | 1.5% | ||
| Q2 25 | 2.2% | 0.7% | ||
| Q1 25 | 2.2% | 0.6% | ||
| Q4 24 | 1.9% | 0.6% | ||
| Q3 24 | 1.6% | 0.4% | ||
| Q2 24 | 1.6% | 0.4% | ||
| Q1 24 | 1.7% | 0.6% |
现金转化率LFSTRVLV
| Q4 25 | 4.93× | -0.55× | ||
| Q3 25 | 25.34× | 0.56× | ||
| Q2 25 | — | 1.24× | ||
| Q1 25 | -4.36× | 3.82× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | — | 0.83× | ||
| Q2 24 | — | -1.60× | ||
| Q1 24 | — | 3.53× |
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
RVLV
| Fashion Apparel | $155.1M | 48% |
| Dresses | $76.4M | 24% |
| Handbags Shoes And Accessories | $67.6M | 21% |
| Beauty | $20.3M | 6% |
| Manufactured Product Other | $5.0M | 2% |
| Breakage On Store Credit And Gift Cards | $900.0K | 0% |
