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LifeStance Health Group, Inc.（LFST）与SEI INVESTMENTS CO（SEIC）财务数据对比。点击上方公司名可切换其他公司
SEI INVESTMENTS CO的季度营收约是LifeStance Health Group, Inc.的1.6倍（$622.2M vs $382.2M），SEI INVESTMENTS CO净利率更高（28.0% vs 3.1%，领先25.0%），LifeStance Health Group, Inc.同比增速更快（17.4% vs 13.0%），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。
SEI Investments是一家总部位于美国宾夕法尼亚州奥克斯的金融服务企业，服务对象涵盖机构、私人银行、投资顾问、资产管理机构及私人客户。集团通过旗下子公司及参股合作主体，管理、咨询或受托运营规模达1万亿美元的资产，覆盖对冲基金、私募股权、共同基金及各类集合或独立管理资产品类。
LFST vs SEIC — 直观对比
营收规模更大
SEIC
是对方的1.6倍
$382.2M
营收增速更快
LFST
高出4.4%
13.0%
净利率更高
SEIC
高出25.0%
3.1%
两年增速更快
LFST
近两年复合增速
9.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $382.2M | $622.2M |
| 净利润 | $11.7M | $174.5M |
| 毛利率 | — | — |
| 营业利润率 | 4.7% | 30.5% |
| 净利率 | 3.1% | 28.0% |
| 营收同比 | 17.4% | 13.0% |
| 净利润同比 | 264.1% | 15.0% |
| 每股收益（稀释后） | — | $1.40 |
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LFSTSEIC
| Q1 26 | — | $622.2M | ||
| Q4 25 | $382.2M | $607.9M | ||
| Q3 25 | $363.8M | $578.5M | ||
| Q2 25 | $345.3M | $559.6M | ||
| Q1 25 | $333.0M | $551.3M | ||
| Q4 24 | $325.5M | $557.2M | ||
| Q3 24 | $312.7M | $537.4M | ||
| Q2 24 | $312.3M | $519.0M |
净利润LFSTSEIC
| Q1 26 | — | $174.5M | ||
| Q4 25 | $11.7M | $172.5M | ||
| Q3 25 | $1.1M | $164.2M | ||
| Q2 25 | $-3.8M | $227.1M | ||
| Q1 25 | $709.0K | $151.5M | ||
| Q4 24 | $-7.1M | $155.8M | ||
| Q3 24 | $-6.0M | $154.9M | ||
| Q2 24 | $-23.3M | $139.1M |
毛利率LFSTSEIC
| Q1 26 | — | — | ||
| Q4 25 | — | 36.8% | ||
| Q3 25 | — | 35.0% | ||
| Q2 25 | — | 33.8% | ||
| Q1 25 | — | 34.9% | ||
| Q4 24 | — | 33.1% | ||
| Q3 24 | — | 33.8% | ||
| Q2 24 | — | 32.7% |
营业利润率LFSTSEIC
| Q1 26 | — | 30.5% | ||
| Q4 25 | 4.7% | 26.6% | ||
| Q3 25 | 2.0% | 27.7% | ||
| Q2 25 | -0.9% | 26.6% | ||
| Q1 25 | 0.5% | 28.5% | ||
| Q4 24 | 0.3% | 26.1% | ||
| Q3 24 | 0.0% | 26.8% | ||
| Q2 24 | -5.1% | 26.3% |
净利率LFSTSEIC
| Q1 26 | — | 28.0% | ||
| Q4 25 | 3.1% | 28.4% | ||
| Q3 25 | 0.3% | 28.4% | ||
| Q2 25 | -1.1% | 40.6% | ||
| Q1 25 | 0.2% | 27.5% | ||
| Q4 24 | -2.2% | 28.0% | ||
| Q3 24 | -1.9% | 28.8% | ||
| Q2 24 | -7.5% | 26.8% |
每股收益（稀释后）LFSTSEIC
| Q1 26 | — | $1.40 | ||
| Q4 25 | — | $1.38 | ||
| Q3 25 | — | $1.30 | ||
| Q2 25 | — | $1.78 | ||
| Q1 25 | — | $1.17 | ||
| Q4 24 | — | $1.18 | ||
| Q3 24 | — | $1.19 | ||
| Q2 24 | — | $1.05 |
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 | $363.1M |
| 总债务越低越好 | $282.8M | $32.4M |
| 股东权益账面价值 | $1.5B | $2.5B |
| 总资产 | $2.2B | $3.3B |
| 负债/权益比越低杠杆越低 | 0.19× | 0.01× |
8季度趋势，按日历期对齐
现金及短期投资LFSTSEIC
| Q1 26 | — | $363.1M | ||
| Q4 25 | $248.6M | $399.8M | ||
| Q3 25 | $203.9M | — | ||
| Q2 25 | $188.9M | — | ||
| Q1 25 | $134.3M | $710.7M | ||
| Q4 24 | $154.6M | $839.9M | ||
| Q3 24 | $102.6M | $901.1M | ||
| Q2 24 | $87.0M | $768.3M |
总债务LFSTSEIC
| Q1 26 | — | $32.4M | ||
| 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 | — |
股东权益LFSTSEIC
| Q1 26 | — | $2.5B | ||
| Q4 25 | $1.5B | $2.4B | ||
| Q3 25 | $1.5B | $2.4B | ||
| Q2 25 | $1.5B | $2.3B | ||
| Q1 25 | $1.5B | $2.3B | ||
| Q4 24 | $1.4B | $2.3B | ||
| Q3 24 | $1.4B | $2.4B | ||
| Q2 24 | $1.4B | $2.2B |
总资产LFSTSEIC
| Q1 26 | — | $3.3B | ||
| Q4 25 | $2.2B | — | ||
| Q3 25 | $2.1B | — | ||
| Q2 25 | $2.1B | $2.6B | ||
| Q1 25 | $2.1B | $2.6B | ||
| Q4 24 | $2.1B | $2.7B | ||
| Q3 24 | $2.1B | $2.7B | ||
| Q2 24 | $2.1B | $2.5B |
负债/权益比LFSTSEIC
| Q1 26 | — | 0.01× | ||
| 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× | — |
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 | — |
| 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× | — |
| 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LFSTSEIC
| Q1 26 | — | — | ||
| Q4 25 | $57.6M | $126.4M | ||
| Q3 25 | $27.3M | $238.3M | ||
| Q2 25 | $64.4M | $96.5M | ||
| Q1 25 | $-3.1M | $146.5M | ||
| Q4 24 | $62.3M | $195.3M | ||
| Q3 24 | $22.7M | $200.0M | ||
| Q2 24 | $44.1M | $114.7M |
自由现金流LFSTSEIC
| Q1 26 | — | — | ||
| Q4 25 | $46.6M | $124.8M | ||
| Q3 25 | $17.0M | $229.6M | ||
| Q2 25 | $56.6M | $92.7M | ||
| Q1 25 | $-10.3M | $137.8M | ||
| Q4 24 | $56.0M | $190.2M | ||
| Q3 24 | $17.7M | $193.7M | ||
| Q2 24 | $39.0M | $107.0M |
自由现金流率LFSTSEIC
| Q1 26 | — | — | ||
| Q4 25 | 12.2% | 20.5% | ||
| Q3 25 | 4.7% | 39.7% | ||
| Q2 25 | 16.4% | 16.6% | ||
| Q1 25 | -3.1% | 25.0% | ||
| Q4 24 | 17.2% | 34.1% | ||
| Q3 24 | 5.7% | 36.0% | ||
| Q2 24 | 12.5% | 20.6% |
资本支出强度LFSTSEIC
| Q1 26 | — | — | ||
| Q4 25 | 2.9% | 0.3% | ||
| Q3 25 | 2.8% | 1.5% | ||
| Q2 25 | 2.2% | 0.7% | ||
| Q1 25 | 2.2% | 1.6% | ||
| Q4 24 | 1.9% | 0.9% | ||
| Q3 24 | 1.6% | 1.2% | ||
| Q2 24 | 1.6% | 1.5% |
现金转化率LFSTSEIC
| Q1 26 | — | — | ||
| Q4 25 | 4.93× | 0.73× | ||
| Q3 25 | 25.34× | 1.45× | ||
| Q2 25 | — | 0.43× | ||
| Q1 25 | -4.36× | 0.97× | ||
| Q4 24 | — | 1.25× | ||
| Q3 24 | — | 1.29× | ||
| Q2 24 | — | 0.82× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
