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LifeStance Health Group, Inc.（LFST）与Stitch Fix, Inc.（SFIX）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Stitch Fix, Inc.的1.1倍（$382.2M vs $342.1M），LifeStance Health Group, Inc.净利率更高（3.1% vs -1.9%，领先4.9%），LifeStance Health Group, Inc.同比增速更快（17.4% vs 7.3%），LifeStance Health Group, Inc.自由现金流更多（$46.6M vs $5.6M），过去两年LifeStance Health Group, Inc.的营收复合增速更高（12.8% vs 1.8%）
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。
Stitch Fix是美国的在线个人造型服务平台，依托推荐算法与数据科学技术，根据顾客的身形尺寸、预算和风格偏好推送个性化服饰单品。该公司创立于2011年，2017年完成首次公开募股，目前总部位于旧金山。
LFST vs SFIX — 直观对比
营收规模更大
LFST
是对方的1.1倍
$342.1M
营收增速更快
LFST
高出10.1%
7.3%
净利率更高
LFST
高出4.9%
-1.9%
自由现金流更多
LFST
多$41.1M
$5.6M
两年增速更快
LFST
近两年复合增速
1.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $382.2M | $342.1M |
| 净利润 | $11.7M | $-6.4M |
| 毛利率 | — | 43.6% |
| 营业利润率 | 4.7% | -2.5% |
| 净利率 | 3.1% | -1.9% |
| 营收同比 | 17.4% | 7.3% |
| 净利润同比 | 264.1% | -1.7% |
| 每股收益（稀释后） | — | $-0.05 |
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LFSTSFIX
| Q4 25 | $382.2M | $342.1M | ||
| Q3 25 | $363.8M | $311.2M | ||
| Q2 25 | $345.3M | $325.0M | ||
| Q1 25 | $333.0M | $312.1M | ||
| Q4 24 | $325.5M | $318.8M | ||
| Q3 24 | $312.7M | $319.6M | ||
| Q2 24 | $312.3M | $322.7M | ||
| Q1 24 | $300.4M | $330.4M |
净利润LFSTSFIX
| Q4 25 | $11.7M | $-6.4M | ||
| Q3 25 | $1.1M | $-8.6M | ||
| Q2 25 | $-3.8M | $-7.4M | ||
| Q1 25 | $709.0K | $-6.5M | ||
| Q4 24 | $-7.1M | $-6.3M | ||
| Q3 24 | $-6.0M | $-36.5M | ||
| Q2 24 | $-23.3M | $-21.3M | ||
| Q1 24 | $-21.1M | $-35.5M |
毛利率LFSTSFIX
| Q4 25 | — | 43.6% | ||
| Q3 25 | — | 43.6% | ||
| Q2 25 | — | 44.2% | ||
| Q1 25 | — | 44.5% | ||
| Q4 24 | — | 45.4% | ||
| Q3 24 | — | 44.6% | ||
| Q2 24 | — | 45.5% | ||
| Q1 24 | — | 43.4% |
营业利润率LFSTSFIX
| Q4 25 | 4.7% | -2.5% | ||
| Q3 25 | 2.0% | -3.6% | ||
| Q2 25 | -0.9% | -3.0% | ||
| Q1 25 | 0.5% | -2.9% | ||
| Q4 24 | 0.3% | -2.8% | ||
| Q3 24 | 0.0% | -13.1% | ||
| Q2 24 | -5.1% | -7.7% | ||
| Q1 24 | -5.6% | -11.5% |
净利率LFSTSFIX
| Q4 25 | 3.1% | -1.9% | ||
| Q3 25 | 0.3% | -2.8% | ||
| Q2 25 | -1.1% | -2.3% | ||
| Q1 25 | 0.2% | -2.1% | ||
| Q4 24 | -2.2% | -2.0% | ||
| Q3 24 | -1.9% | -11.4% | ||
| Q2 24 | -7.5% | -6.6% | ||
| Q1 24 | -7.0% | -10.8% |
每股收益（稀释后）LFSTSFIX
| Q4 25 | — | $-0.05 | ||
| Q3 25 | — | $-0.06 | ||
| Q2 25 | — | $-0.06 | ||
| Q1 25 | — | $-0.05 | ||
| Q4 24 | — | $-0.05 | ||
| Q3 24 | — | $-0.29 | ||
| Q2 24 | — | $-0.18 | ||
| Q1 24 | — | $-0.30 |
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 | $244.2M |
| 总债务越低越好 | $282.8M | — |
| 股东权益账面价值 | $1.5B | $204.1M |
| 总资产 | $2.2B | $530.7M |
| 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LFSTSFIX
| Q4 25 | $248.6M | $244.2M | ||
| Q3 25 | $203.9M | $234.9M | ||
| Q2 25 | $188.9M | $234.2M | ||
| Q1 25 | $134.3M | $219.1M | ||
| Q4 24 | $154.6M | $253.3M | ||
| Q3 24 | $102.6M | $247.0M | ||
| Q2 24 | $87.0M | $244.5M | ||
| Q1 24 | $49.5M | $229.8M |
总债务LFSTSFIX
| 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LFSTSFIX
| Q4 25 | $1.5B | $204.1M | ||
| Q3 25 | $1.5B | $203.0M | ||
| Q2 25 | $1.5B | $200.4M | ||
| Q1 25 | $1.5B | $197.8M | ||
| Q4 24 | $1.4B | $190.5M | ||
| Q3 24 | $1.4B | $187.0M | ||
| Q2 24 | $1.4B | $208.9M | ||
| Q1 24 | $1.4B | $213.3M |
总资产LFSTSFIX
| Q4 25 | $2.2B | $530.7M | ||
| Q3 25 | $2.1B | $480.6M | ||
| Q2 25 | $2.1B | $484.7M | ||
| Q1 25 | $2.1B | $472.6M | ||
| Q4 24 | $2.1B | $507.1M | ||
| Q3 24 | $2.1B | $486.9M | ||
| Q2 24 | $2.1B | $537.0M | ||
| Q1 24 | $2.1B | $538.3M |
负债/权益比LFSTSFIX
| 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 | $10.9M |
| 自由现金流经营现金流 - 资本支出 | $46.6M | $5.6M |
| 自由现金流率自由现金流/营收 | 12.2% | 1.6% |
| 资本支出强度资本支出/营收 | 2.9% | 1.6% |
| 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 | $4.9M |
8季度趋势，按日历期对齐
经营现金流LFSTSFIX
| Q4 25 | $57.6M | $10.9M | ||
| Q3 25 | $27.3M | $7.0M | ||
| Q2 25 | $64.4M | $20.5M | ||
| Q1 25 | $-3.1M | $-16.2M | ||
| Q4 24 | $62.3M | $14.3M | ||
| Q3 24 | $22.7M | $8.2M | ||
| Q2 24 | $44.1M | $21.7M | ||
| Q1 24 | $-21.8M | $-22.3M |
自由现金流LFSTSFIX
| Q4 25 | $46.6M | $5.6M | ||
| Q3 25 | $17.0M | $2.8M | ||
| Q2 25 | $56.6M | $16.0M | ||
| Q1 25 | $-10.3M | $-19.4M | ||
| Q4 24 | $56.0M | $9.9M | ||
| Q3 24 | $17.7M | $4.5M | ||
| Q2 24 | $39.0M | $18.9M | ||
| Q1 24 | $-26.9M | $-26.1M |
自由现金流率LFSTSFIX
| Q4 25 | 12.2% | 1.6% | ||
| Q3 25 | 4.7% | 0.9% | ||
| Q2 25 | 16.4% | 4.9% | ||
| Q1 25 | -3.1% | -6.2% | ||
| Q4 24 | 17.2% | 3.1% | ||
| Q3 24 | 5.7% | 1.4% | ||
| Q2 24 | 12.5% | 5.9% | ||
| Q1 24 | -9.0% | -7.9% |
资本支出强度LFSTSFIX
| Q4 25 | 2.9% | 1.6% | ||
| Q3 25 | 2.8% | 1.4% | ||
| Q2 25 | 2.2% | 1.4% | ||
| Q1 25 | 2.2% | 1.0% | ||
| Q4 24 | 1.9% | 1.4% | ||
| Q3 24 | 1.6% | 1.2% | ||
| Q2 24 | 1.6% | 0.9% | ||
| Q1 24 | 1.7% | 1.1% |
现金转化率LFSTSFIX
| Q4 25 | 4.93× | — | ||
| Q3 25 | 25.34× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | -4.36× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
