vs
LifeStance Health Group, Inc.（LFST）与SM Energy Co（SM）财务数据对比。点击上方公司名可切换其他公司
SM Energy Co的季度营收约是LifeStance Health Group, Inc.的1.8倍（$704.9M vs $382.2M），LifeStance Health Group, Inc.同比增速更快（17.4% vs -17.3%），过去两年LifeStance Health Group, Inc.的营收复合增速更高（12.8% vs 12.2%）
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。
SM能源公司是一家专注于油气勘探开发的能源企业，注册地位于美国特拉华州，总部设立在科罗拉多州丹佛市，业务围绕 hydrocarbon 资源的勘探布局，在能源勘探领域拥有成熟的运营经验。
LFST vs SM — 直观对比
营收规模更大
SM
是对方的1.8倍
$382.2M
营收增速更快
LFST
高出34.7%
-17.3%
两年增速更快
LFST
近两年复合增速
12.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $382.2M | $704.9M |
| 净利润 | $11.7M | — |
| 毛利率 | — | — |
| 营业利润率 | 4.7% | 25.9% |
| 净利率 | 3.1% | — |
| 营收同比 | 17.4% | -17.3% |
| 净利润同比 | 264.1% | — |
| 每股收益（稀释后） | — | $0.94 |
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LFSTSM
| Q4 25 | $382.2M | $704.9M | ||
| Q3 25 | $363.8M | $811.6M | ||
| Q2 25 | $345.3M | $792.9M | ||
| Q1 25 | $333.0M | $844.5M | ||
| Q4 24 | $325.5M | $852.0M | ||
| Q3 24 | $312.7M | $643.6M | ||
| Q2 24 | $312.3M | $634.6M | ||
| Q1 24 | $300.4M | $559.9M |
净利润LFSTSM
| Q4 25 | $11.7M | — | ||
| Q3 25 | $1.1M | $155.1M | ||
| Q2 25 | $-3.8M | $201.7M | ||
| Q1 25 | $709.0K | $182.3M | ||
| Q4 24 | $-7.1M | — | ||
| Q3 24 | $-6.0M | $240.5M | ||
| Q2 24 | $-23.3M | $210.3M | ||
| Q1 24 | $-21.1M | $131.2M |
营业利润率LFSTSM
| Q4 25 | 4.7% | 25.9% | ||
| Q3 25 | 2.0% | 30.4% | ||
| Q2 25 | -0.9% | 37.2% | ||
| Q1 25 | 0.5% | 32.7% | ||
| Q4 24 | 0.3% | 33.7% | ||
| Q3 24 | 0.0% | 51.4% | ||
| Q2 24 | -5.1% | 44.0% | ||
| Q1 24 | -5.6% | 31.9% |
净利率LFSTSM
| Q4 25 | 3.1% | — | ||
| Q3 25 | 0.3% | 19.1% | ||
| Q2 25 | -1.1% | 25.4% | ||
| Q1 25 | 0.2% | 21.6% | ||
| Q4 24 | -2.2% | — | ||
| Q3 24 | -1.9% | 37.4% | ||
| Q2 24 | -7.5% | 33.1% | ||
| Q1 24 | -7.0% | 23.4% |
每股收益（稀释后）LFSTSM
| Q4 25 | — | $0.94 | ||
| Q3 25 | — | $1.35 | ||
| Q2 25 | — | $1.76 | ||
| Q1 25 | — | $1.59 | ||
| Q4 24 | — | $1.63 | ||
| Q3 24 | — | $2.09 | ||
| Q2 24 | — | $1.82 | ||
| Q1 24 | — | $1.13 |
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 | $368.0M |
| 总债务越低越好 | $282.8M | — |
| 股东权益账面价值 | $1.5B | $4.8B |
| 总资产 | $2.2B | $9.3B |
| 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LFSTSM
| Q4 25 | $248.6M | $368.0M | ||
| Q3 25 | $203.9M | $162.3M | ||
| Q2 25 | $188.9M | $101.9M | ||
| Q1 25 | $134.3M | $54.0K | ||
| Q4 24 | $154.6M | — | ||
| Q3 24 | $102.6M | $1.7B | ||
| Q2 24 | $87.0M | $487.9M | ||
| Q1 24 | $49.5M | $506.3M |
总债务LFSTSM
| 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LFSTSM
| Q4 25 | $1.5B | $4.8B | ||
| Q3 25 | $1.5B | $4.7B | ||
| Q2 25 | $1.5B | $4.6B | ||
| Q1 25 | $1.5B | $4.4B | ||
| Q4 24 | $1.4B | $4.2B | ||
| Q3 24 | $1.4B | $4.1B | ||
| Q2 24 | $1.4B | $3.8B | ||
| Q1 24 | $1.4B | $3.7B |
总资产LFSTSM
| Q4 25 | $2.2B | $9.3B | ||
| Q3 25 | $2.1B | $9.1B | ||
| Q2 25 | $2.1B | $9.0B | ||
| Q1 25 | $2.1B | $8.8B | ||
| Q4 24 | $2.1B | $8.6B | ||
| Q3 24 | $2.1B | $8.0B | ||
| Q2 24 | $2.1B | $6.7B | ||
| Q1 24 | $2.1B | $6.4B |
负债/权益比LFSTSM
| 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 | $451.9M |
| 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LFSTSM
| Q4 25 | $57.6M | $451.9M | ||
| Q3 25 | $27.3M | $505.0M | ||
| Q2 25 | $64.4M | $571.1M | ||
| Q1 25 | $-3.1M | $483.0M | ||
| Q4 24 | $62.3M | $578.4M | ||
| Q3 24 | $22.7M | $452.3M | ||
| Q2 24 | $44.1M | $476.4M | ||
| Q1 24 | $-21.8M | $276.0M |
自由现金流LFSTSM
| 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LFSTSM
| 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LFSTSM
| 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LFSTSM
| Q4 25 | 4.93× | — | ||
| Q3 25 | 25.34× | 3.26× | ||
| Q2 25 | — | 2.83× | ||
| Q1 25 | -4.36× | 2.65× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.88× | ||
| Q2 24 | — | 2.27× | ||
| Q1 24 | — | 2.10× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
