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LifeStance Health Group, Inc.（LFST）与SUN COMMUNITIES INC（SUI）财务数据对比。点击上方公司名可切换其他公司
SUN COMMUNITIES INC的季度营收约是LifeStance Health Group, Inc.的1.8倍（$697.2M vs $382.2M），LifeStance Health Group, Inc.净利率更高（3.1% vs 1.7%，领先1.3%），LifeStance Health Group, Inc.同比增速更快（17.4% vs -25.8%），过去两年LifeStance Health Group, Inc.的营收复合增速更高（12.8% vs -2.1%）
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。
Sun Communities是一家上市房地产投资信托基金，核心投资品类为预制住宅社区及房车营地物业。截至2025年6月2日，该公司在美国、加拿大、英国三地合计持有500处相关资产的权益，专注于居住及休闲类不动产投资领域。
LFST vs SUI — 直观对比
营收规模更大
SUI
是对方的1.8倍
$382.2M
营收增速更快
LFST
高出43.2%
-25.8%
净利率更高
LFST
高出1.3%
1.7%
两年增速更快
LFST
近两年复合增速
-2.1%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $382.2M | $697.2M |
| 净利润 | $11.7M | $12.1M |
| 毛利率 | — | — |
| 营业利润率 | 4.7% | — |
| 净利率 | 3.1% | 1.7% |
| 营收同比 | 17.4% | -25.8% |
| 净利润同比 | 264.1% | -96.0% |
| 每股收益（稀释后） | — | $0.07 |
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LFSTSUI
| Q4 25 | $382.2M | — | ||
| Q3 25 | $363.8M | $697.2M | ||
| Q2 25 | $345.3M | $623.5M | ||
| Q1 25 | $333.0M | $470.2M | ||
| Q4 24 | $325.5M | $745.9M | ||
| Q3 24 | $312.7M | $939.9M | ||
| Q2 24 | $312.3M | $864.0M | ||
| Q1 24 | $300.4M | $671.3M |
净利润LFSTSUI
| Q4 25 | $11.7M | — | ||
| Q3 25 | $1.1M | $12.1M | ||
| Q2 25 | $-3.8M | $1.3B | ||
| Q1 25 | $709.0K | $-41.2M | ||
| Q4 24 | $-7.1M | $-228.4M | ||
| Q3 24 | $-6.0M | $300.5M | ||
| Q2 24 | $-23.3M | $56.7M | ||
| Q1 24 | $-21.1M | $-25.2M |
营业利润率LFSTSUI
| Q4 25 | 4.7% | — | ||
| Q3 25 | 2.0% | — | ||
| Q2 25 | -0.9% | — | ||
| Q1 25 | 0.5% | — | ||
| Q4 24 | 0.3% | — | ||
| Q3 24 | 0.0% | — | ||
| Q2 24 | -5.1% | — | ||
| Q1 24 | -5.6% | — |
净利率LFSTSUI
| Q4 25 | 3.1% | — | ||
| Q3 25 | 0.3% | 1.7% | ||
| Q2 25 | -1.1% | 210.8% | ||
| Q1 25 | 0.2% | -8.8% | ||
| Q4 24 | -2.2% | -30.6% | ||
| Q3 24 | -1.9% | 32.0% | ||
| Q2 24 | -7.5% | 6.6% | ||
| Q1 24 | -7.0% | -3.8% |
每股收益（稀释后）LFSTSUI
| Q4 25 | — | — | ||
| Q3 25 | — | $0.07 | ||
| Q2 25 | — | $10.02 | ||
| Q1 25 | — | $-0.34 | ||
| Q4 24 | — | $-1.80 | ||
| Q3 24 | — | $2.31 | ||
| Q2 24 | — | $0.42 | ||
| Q1 24 | — | $-0.22 |
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 | $542.7M |
| 总债务越低越好 | $282.8M | — |
| 股东权益账面价值 | $1.5B | $7.0B |
| 总资产 | $2.2B | $12.8B |
| 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LFSTSUI
| Q4 25 | $248.6M | — | ||
| Q3 25 | $203.9M | $542.7M | ||
| Q2 25 | $188.9M | $889.7M | ||
| Q1 25 | $134.3M | — | ||
| Q4 24 | $154.6M | $47.4M | ||
| Q3 24 | $102.6M | — | ||
| Q2 24 | $87.0M | — | ||
| Q1 24 | $49.5M | — |
总债务LFSTSUI
| Q4 25 | $282.8M | — | ||
| Q3 25 | $284.6M | — | ||
| Q2 25 | $286.4M | — | ||
| Q1 25 | $288.2M | — | ||
| Q4 24 | $290.0M | $7.4B | ||
| Q3 24 | $287.3M | — | ||
| Q2 24 | $288.0M | — | ||
| Q1 24 | $288.8M | — |
股东权益LFSTSUI
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.5B | $7.0B | ||
| Q2 25 | $1.5B | $7.4B | ||
| Q1 25 | $1.5B | $6.9B | ||
| Q4 24 | $1.4B | $7.1B | ||
| Q3 24 | $1.4B | $7.5B | ||
| Q2 24 | $1.4B | $6.9B | ||
| Q1 24 | $1.4B | $6.9B |
总资产LFSTSUI
| Q4 25 | $2.2B | — | ||
| Q3 25 | $2.1B | $12.8B | ||
| Q2 25 | $2.1B | $13.4B | ||
| Q1 25 | $2.1B | $16.5B | ||
| Q4 24 | $2.1B | $16.5B | ||
| Q3 24 | $2.1B | $17.1B | ||
| Q2 24 | $2.1B | $17.0B | ||
| Q1 24 | $2.1B | $17.1B |
负债/权益比LFSTSUI
| Q4 25 | 0.19× | — | ||
| Q3 25 | 0.19× | — | ||
| Q2 25 | 0.19× | — | ||
| Q1 25 | 0.20× | — | ||
| Q4 24 | 0.20× | 1.04× | ||
| 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 | $197.8M |
| 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× | 16.35× |
| 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LFSTSUI
| Q4 25 | $57.6M | — | ||
| Q3 25 | $27.3M | $197.8M | ||
| Q2 25 | $64.4M | $256.0M | ||
| Q1 25 | $-3.1M | $243.9M | ||
| Q4 24 | $62.3M | $118.0M | ||
| Q3 24 | $22.7M | $189.2M | ||
| Q2 24 | $44.1M | $311.3M | ||
| Q1 24 | $-21.8M | $242.5M |
自由现金流LFSTSUI
| 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LFSTSUI
| 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LFSTSUI
| 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LFSTSUI
| Q4 25 | 4.93× | — | ||
| Q3 25 | 25.34× | 16.35× | ||
| Q2 25 | — | 0.19× | ||
| Q1 25 | -4.36× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.63× | ||
| Q2 24 | — | 5.49× | ||
| Q1 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
