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LifeStance Health Group, Inc.（LFST）与UPWORK, INC（UPWK）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UPWORK, INC的2.0倍（$382.2M vs $195.5M），UPWORK, INC净利率更高（16.1% vs 3.1%，领先13.0%），LifeStance Health Group, Inc.同比增速更快（17.4% vs 1.4%），LifeStance Health Group, Inc.自由现金流更多（$46.6M vs $12.9M），过去两年LifeStance Health Group, Inc.的营收复合增速更高（12.8% vs 0.6%）
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。
Upwork是全球知名的自由职业者服务平台，总部位于美国加利福尼亚州圣克拉拉和旧金山。平台前身为2013年Elance与oDesk两家企业合并后成立的Elance-oDesk，2015年正式更名为Upwork，连接全球企业与各领域专业自由职业者，提供灵活的远程用工及服务对接解决方案。
LFST vs UPWK — 直观对比
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $382.2M | $195.5M |
| 净利润 | $11.7M | $31.5M |
| 毛利率 | — | 77.2% |
| 营业利润率 | 4.7% | 16.7% |
| 净利率 | 3.1% | 16.1% |
| 营收同比 | 17.4% | 1.4% |
| 净利润同比 | 264.1% | — |
| 每股收益（稀释后） | — | $0.24 |
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
| Q1 26 | — | $195.5M | ||
| Q4 25 | $382.2M | $198.4M | ||
| Q3 25 | $363.8M | $201.7M | ||
| Q2 25 | $345.3M | $194.9M | ||
| Q1 25 | $333.0M | $192.7M | ||
| Q4 24 | $325.5M | $191.5M | ||
| Q3 24 | $312.7M | $193.8M | ||
| Q2 24 | $312.3M | $193.1M |
| Q1 26 | — | $31.5M | ||
| Q4 25 | $11.7M | $15.6M | ||
| Q3 25 | $1.1M | $29.3M | ||
| Q2 25 | $-3.8M | $32.7M | ||
| Q1 25 | $709.0K | $37.7M | ||
| Q4 24 | $-7.1M | $147.2M | ||
| Q3 24 | $-6.0M | $27.8M | ||
| Q2 24 | $-23.3M | $22.2M |
| Q1 26 | — | 77.2% | ||
| Q4 25 | — | 78.0% | ||
| Q3 25 | — | 77.3% | ||
| Q2 25 | — | 77.7% | ||
| Q1 25 | — | 78.3% | ||
| Q4 24 | — | 77.7% | ||
| Q3 24 | — | 77.6% | ||
| Q2 24 | — | 77.3% |
| Q1 26 | — | 16.7% | ||
| Q4 25 | 4.7% | 14.3% | ||
| Q3 25 | 2.0% | 14.8% | ||
| Q2 25 | -0.9% | 16.7% | ||
| Q1 25 | 0.5% | 20.1% | ||
| Q4 24 | 0.3% | 7.1% | ||
| Q3 24 | 0.0% | 10.7% | ||
| Q2 24 | -5.1% | 9.2% |
| Q1 26 | — | 16.1% | ||
| Q4 25 | 3.1% | 7.9% | ||
| Q3 25 | 0.3% | 14.5% | ||
| Q2 25 | -1.1% | 16.8% | ||
| Q1 25 | 0.2% | 19.6% | ||
| Q4 24 | -2.2% | 76.9% | ||
| Q3 24 | -1.9% | 14.3% | ||
| Q2 24 | -7.5% | 11.5% |
| Q1 26 | — | $0.24 | ||
| Q4 25 | — | $0.12 | ||
| Q3 25 | — | $0.21 | ||
| Q2 25 | — | $0.24 | ||
| Q1 25 | — | $0.27 | ||
| Q4 24 | — | $1.02 | ||
| Q3 24 | — | $0.20 | ||
| Q2 24 | — | $0.17 |
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 | $328.4M |
| 总债务越低越好 | $282.8M | — |
| 股东权益账面价值 | $1.5B | $569.6M |
| 总资产 | $2.2B | $1.2B |
| 负债/权益比越低杠杆越低 | 0.19× | — |
8季度趋势，按日历期对齐
| Q1 26 | — | $328.4M | ||
| Q4 25 | $248.6M | $672.8M | ||
| Q3 25 | $203.9M | $643.1M | ||
| Q2 25 | $188.9M | $634.6M | ||
| Q1 25 | $134.3M | $622.1M | ||
| Q4 24 | $154.6M | $622.1M | ||
| Q3 24 | $102.6M | $601.2M | ||
| Q2 24 | $87.0M | $497.7M |
| Q1 26 | — | — | ||
| Q4 25 | $282.8M | $359.8M | ||
| Q3 25 | $284.6M | $359.3M | ||
| Q2 25 | $286.4M | — | ||
| Q1 25 | $288.2M | — | ||
| Q4 24 | $290.0M | $357.9M | ||
| Q3 24 | $287.3M | — | ||
| Q2 24 | $288.0M | — |
| Q1 26 | — | $569.6M | ||
| Q4 25 | $1.5B | $630.3M | ||
| Q3 25 | $1.5B | $628.1M | ||
| Q2 25 | $1.5B | $608.7M | ||
| Q1 25 | $1.5B | $594.3M | ||
| Q4 24 | $1.4B | $575.4M | ||
| Q3 24 | $1.4B | $411.2M | ||
| Q2 24 | $1.4B | $361.1M |
| Q1 26 | — | $1.2B | ||
| Q4 25 | $2.2B | $1.3B | ||
| Q3 25 | $2.1B | $1.3B | ||
| Q2 25 | $2.1B | $1.3B | ||
| Q1 25 | $2.1B | $1.2B | ||
| Q4 24 | $2.1B | $1.2B | ||
| Q3 24 | $2.1B | $1.1B | ||
| Q2 24 | $2.1B | $1.0B |
| Q1 26 | — | — | ||
| Q4 25 | 0.19× | 0.57× | ||
| Q3 25 | 0.19× | 0.57× | ||
| Q2 25 | 0.19× | — | ||
| Q1 25 | 0.20× | — | ||
| Q4 24 | 0.20× | 0.62× | ||
| 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 | $23.0M |
| 自由现金流经营现金流 - 资本支出 | $46.6M | $12.9M |
| 自由现金流率自由现金流/营收 | 12.2% | 6.6% |
| 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× | 0.73× |
| 过去12个月自由现金流最近4个季度 | $110.0M | $220.9M |
8季度趋势，按日历期对齐
| Q1 26 | — | $23.0M | ||
| Q4 25 | $57.6M | $63.7M | ||
| Q3 25 | $27.3M | $75.1M | ||
| Q2 25 | $64.4M | $72.5M | ||
| Q1 25 | $-3.1M | $37.0M | ||
| Q4 24 | $62.3M | $38.6M | ||
| Q3 24 | $22.7M | $61.0M | ||
| Q2 24 | $44.1M | $39.2M |
| Q1 26 | — | $12.9M | ||
| Q4 25 | $46.6M | $63.2M | ||
| Q3 25 | $17.0M | $74.6M | ||
| Q2 25 | $56.6M | $70.1M | ||
| Q1 25 | $-10.3M | $34.5M | ||
| Q4 24 | $56.0M | $37.0M | ||
| Q3 24 | $17.7M | $59.8M | ||
| Q2 24 | $39.0M | $38.6M |
| Q1 26 | — | 6.6% | ||
| Q4 25 | 12.2% | 31.9% | ||
| Q3 25 | 4.7% | 37.0% | ||
| Q2 25 | 16.4% | 36.0% | ||
| Q1 25 | -3.1% | 17.9% | ||
| Q4 24 | 17.2% | 19.3% | ||
| Q3 24 | 5.7% | 30.8% | ||
| Q2 24 | 12.5% | 20.0% |
| Q1 26 | — | — | ||
| Q4 25 | 2.9% | 0.2% | ||
| Q3 25 | 2.8% | 0.2% | ||
| Q2 25 | 2.2% | 1.2% | ||
| Q1 25 | 2.2% | 1.3% | ||
| Q4 24 | 1.9% | 0.8% | ||
| Q3 24 | 1.6% | 0.6% | ||
| Q2 24 | 1.6% | 0.3% |
| Q1 26 | — | 0.73× | ||
| Q4 25 | 4.93× | 4.07× | ||
| Q3 25 | 25.34× | 2.56× | ||
| Q2 25 | — | 2.22× | ||
| Q1 25 | -4.36× | 0.98× | ||
| Q4 24 | — | 0.26× | ||
| Q3 24 | — | 2.20× | ||
| Q2 24 | — | 1.76× |
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
UPWK
| Marketplace | $170.7M | 87% |
| Enterprise | $24.8M | 13% |
