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LifeStance Health Group, Inc.（LFST）与LendingTree, Inc.（TREE）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LendingTree, Inc.的1.2倍（$382.2M vs $327.3M），LendingTree, Inc.净利率更高（5.3% vs 3.1%，领先2.2%），LifeStance Health Group, Inc.同比增速更快（17.4% vs 2.4%），过去两年LendingTree, Inc.的营收复合增速更高（24.8% vs 12.8%）
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。
LendingTree, Inc.是1996年成立的在线借贷交易平台，总部位于北卡罗来纳州夏洛特。该平台对接潜在借款用户与多家贷款机构，可提供贷款、信用卡、存款账户、保险等多种金融产品服务，支持用户对比不同机构的利率与条款，还配套提供金融工具、贷款查询及借贷相关资讯服务。
LFST vs TREE — 直观对比
营收规模更大
LFST
是对方的1.2倍
$327.3M
营收增速更快
LFST
高出15.0%
2.4%
净利率更高
TREE
高出2.2%
3.1%
两年增速更快
TREE
近两年复合增速
12.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $382.2M | $327.3M |
| 净利润 | $11.7M | $17.3M |
| 毛利率 | — | 100.0% |
| 营业利润率 | 4.7% | 9.5% |
| 净利率 | 3.1% | 5.3% |
| 营收同比 | 17.4% | 2.4% |
| 净利润同比 | 264.1% | 239.5% |
| 每股收益（稀释后） | — | $1.22 |
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LFSTTREE
| Q1 26 | — | $327.3M | ||
| Q4 25 | $382.2M | $319.7M | ||
| Q3 25 | $363.8M | $307.8M | ||
| Q2 25 | $345.3M | $250.1M | ||
| Q1 25 | $333.0M | $239.7M | ||
| Q4 24 | $325.5M | $261.5M | ||
| Q3 24 | $312.7M | $260.8M | ||
| Q2 24 | $312.3M | $210.1M |
净利润LFSTTREE
| Q1 26 | — | $17.3M | ||
| Q4 25 | $11.7M | $144.7M | ||
| Q3 25 | $1.1M | $10.2M | ||
| Q2 25 | $-3.8M | $8.9M | ||
| Q1 25 | $709.0K | $-12.4M | ||
| Q4 24 | $-7.1M | $7.5M | ||
| Q3 24 | $-6.0M | $-58.0M | ||
| Q2 24 | $-23.3M | $7.8M |
毛利率LFSTTREE
| Q1 26 | — | 100.0% | ||
| Q4 25 | — | 29.2% | ||
| Q3 25 | — | 30.7% | ||
| Q2 25 | — | 34.0% | ||
| Q1 25 | — | 32.9% | ||
| Q4 24 | — | 33.6% | ||
| Q3 24 | — | 30.2% | ||
| Q2 24 | — | 34.5% |
营业利润率LFSTTREE
| Q1 26 | — | 9.5% | ||
| Q4 25 | 4.7% | 7.0% | ||
| Q3 25 | 2.0% | 9.3% | ||
| Q2 25 | -0.9% | 8.4% | ||
| Q1 25 | 0.5% | -3.0% | ||
| Q4 24 | 0.3% | 6.9% | ||
| Q3 24 | 0.0% | 3.8% | ||
| Q2 24 | -5.1% | 4.6% |
净利率LFSTTREE
| Q1 26 | — | 5.3% | ||
| Q4 25 | 3.1% | 45.2% | ||
| Q3 25 | 0.3% | 3.3% | ||
| Q2 25 | -1.1% | 3.5% | ||
| Q1 25 | 0.2% | -5.2% | ||
| Q4 24 | -2.2% | 2.9% | ||
| Q3 24 | -1.9% | -22.2% | ||
| Q2 24 | -7.5% | 3.7% |
每股收益（稀释后）LFSTTREE
| Q1 26 | — | $1.22 | ||
| Q4 25 | — | $10.32 | ||
| Q3 25 | — | $0.73 | ||
| Q2 25 | — | $0.65 | ||
| Q1 25 | — | $-0.92 | ||
| Q4 24 | — | $0.54 | ||
| Q3 24 | — | $-4.34 | ||
| Q2 24 | — | $0.58 |
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 | $85.5M |
| 总债务越低越好 | $282.8M | $390.9M |
| 股东权益账面价值 | $1.5B | $304.7M |
| 总资产 | $2.2B | $863.9M |
| 负债/权益比越低杠杆越低 | 0.19× | 1.28× |
8季度趋势，按日历期对齐
现金及短期投资LFSTTREE
| Q1 26 | — | $85.5M | ||
| Q4 25 | $248.6M | $81.1M | ||
| Q3 25 | $203.9M | $68.6M | ||
| Q2 25 | $188.9M | $149.1M | ||
| Q1 25 | $134.3M | $126.4M | ||
| Q4 24 | $154.6M | $106.6M | ||
| Q3 24 | $102.6M | $96.8M | ||
| Q2 24 | $87.0M | $66.8M |
总债务LFSTTREE
| Q1 26 | — | $390.9M | ||
| Q4 25 | $282.8M | $387.7M | ||
| Q3 25 | $284.6M | $388.4M | ||
| Q2 25 | $286.4M | $385.1M | ||
| Q1 25 | $288.2M | $387.7M | ||
| Q4 24 | $290.0M | $344.1M | ||
| Q3 24 | $287.3M | $346.2M | ||
| Q2 24 | $288.0M | $467.7M |
股东权益LFSTTREE
| Q1 26 | — | $304.7M | ||
| Q4 25 | $1.5B | $286.8M | ||
| Q3 25 | $1.5B | $132.4M | ||
| Q2 25 | $1.5B | $118.1M | ||
| Q1 25 | $1.5B | $103.7M | ||
| Q4 24 | $1.4B | $108.8M | ||
| Q3 24 | $1.4B | $94.3M | ||
| Q2 24 | $1.4B | $145.8M |
总资产LFSTTREE
| Q1 26 | — | $863.9M | ||
| Q4 25 | $2.2B | $855.7M | ||
| Q3 25 | $2.1B | $759.9M | ||
| Q2 25 | $2.1B | $835.8M | ||
| Q1 25 | $2.1B | $777.1M | ||
| Q4 24 | $2.1B | $767.7M | ||
| Q3 24 | $2.1B | $787.2M | ||
| Q2 24 | $2.1B | $802.2M |
负债/权益比LFSTTREE
| Q1 26 | — | 1.28× | ||
| Q4 25 | 0.19× | 1.35× | ||
| Q3 25 | 0.19× | 2.93× | ||
| Q2 25 | 0.19× | 3.26× | ||
| Q1 25 | 0.20× | 3.74× | ||
| Q4 24 | 0.20× | 3.16× | ||
| Q3 24 | 0.20× | 3.67× | ||
| Q2 24 | 0.20× | 3.21× |
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% | 0.8% |
| 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LFSTTREE
| Q1 26 | — | — | ||
| Q4 25 | $57.6M | $73.1M | ||
| Q3 25 | $27.3M | $28.8M | ||
| Q2 25 | $64.4M | $28.0M | ||
| Q1 25 | $-3.1M | $-210.0K | ||
| Q4 24 | $62.3M | $62.3M | ||
| Q3 24 | $22.7M | $45.3M | ||
| Q2 24 | $44.1M | $-4.9M |
自由现金流LFSTTREE
| Q1 26 | — | — | ||
| Q4 25 | $46.6M | $60.7M | ||
| Q3 25 | $17.0M | $25.6M | ||
| Q2 25 | $56.6M | $25.2M | ||
| Q1 25 | $-10.3M | $-3.6M | ||
| Q4 24 | $56.0M | $51.0M | ||
| Q3 24 | $17.7M | $42.3M | ||
| Q2 24 | $39.0M | $-7.7M |
自由现金流率LFSTTREE
| Q1 26 | — | — | ||
| Q4 25 | 12.2% | 19.0% | ||
| Q3 25 | 4.7% | 8.3% | ||
| Q2 25 | 16.4% | 10.1% | ||
| Q1 25 | -3.1% | -1.5% | ||
| Q4 24 | 17.2% | 19.5% | ||
| Q3 24 | 5.7% | 16.2% | ||
| Q2 24 | 12.5% | -3.7% |
资本支出强度LFSTTREE
| Q1 26 | — | 0.8% | ||
| Q4 25 | 2.9% | 3.9% | ||
| Q3 25 | 2.8% | 1.1% | ||
| Q2 25 | 2.2% | 1.1% | ||
| Q1 25 | 2.2% | 1.4% | ||
| Q4 24 | 1.9% | 4.3% | ||
| Q3 24 | 1.6% | 1.1% | ||
| Q2 24 | 1.6% | 1.3% |
现金转化率LFSTTREE
| Q1 26 | — | — | ||
| Q4 25 | 4.93× | 0.51× | ||
| Q3 25 | 25.34× | 2.84× | ||
| Q2 25 | — | 3.15× | ||
| Q1 25 | -4.36× | — | ||
| Q4 24 | — | 8.29× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | -0.64× |
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
TREE
| Insurance segment | $221.9M | 68% |
| Consumer segment | $66.3M | 20% |
| Home segment | $39.1M | 12% |
