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LifeStance Health Group, Inc.（LFST）与Victory Capital Holdings, Inc.（VCTR）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Victory Capital Holdings, Inc.的1.0倍（$382.2M vs $374.1M），Victory Capital Holdings, Inc.净利率更高（30.2% vs 3.1%，领先27.1%），Victory Capital Holdings, Inc.同比增速更快（61.0% vs 17.4%），Victory Capital Holdings, Inc.自由现金流更多（$144.5M vs $46.6M），过去两年Victory Capital Holdings, Inc.的营收复合增速更高（31.7% 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。
Victory Capital Holdings是一家总部位于美国得克萨斯州圣安东尼奥的金融服务企业，核心业务为投资管理。除美国本土外，公司在伦敦、中国香港、新加坡三地均配备了专业投资团队，为全球客户提供资产管理相关服务。
LFST vs VCTR — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $382.2M | $374.1M |
| 净利润 | $11.7M | $112.8M |
| 毛利率 | — | — |
| 营业利润率 | 4.7% | 40.9% |
| 净利率 | 3.1% | 30.2% |
| 营收同比 | 17.4% | 61.0% |
| 净利润同比 | 264.1% | 46.6% |
| 每股收益（稀释后） | — | $1.33 |
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
| Q4 25 | $382.2M | $374.1M | ||
| Q3 25 | $363.8M | $361.2M | ||
| Q2 25 | $345.3M | $351.2M | ||
| Q1 25 | $333.0M | $219.6M | ||
| Q4 24 | $325.5M | $232.4M | ||
| Q3 24 | $312.7M | $225.6M | ||
| Q2 24 | $312.3M | $219.6M | ||
| Q1 24 | $300.4M | $215.9M |
| Q4 25 | $11.7M | $112.8M | ||
| Q3 25 | $1.1M | $96.5M | ||
| Q2 25 | $-3.8M | $58.7M | ||
| Q1 25 | $709.0K | $62.0M | ||
| Q4 24 | $-7.1M | $76.9M | ||
| Q3 24 | $-6.0M | $82.0M | ||
| Q2 24 | $-23.3M | $74.3M | ||
| Q1 24 | $-21.1M | $55.7M |
| Q4 25 | 4.7% | 40.9% | ||
| Q3 25 | 2.0% | 38.2% | ||
| Q2 25 | -0.9% | 26.8% | ||
| Q1 25 | 0.5% | 42.3% | ||
| Q4 24 | 0.3% | 48.1% | ||
| Q3 24 | 0.0% | 53.3% | ||
| Q2 24 | -5.1% | 50.4% | ||
| Q1 24 | -5.6% | 39.3% |
| Q4 25 | 3.1% | 30.2% | ||
| Q3 25 | 0.3% | 26.7% | ||
| Q2 25 | -1.1% | 16.7% | ||
| Q1 25 | 0.2% | 28.2% | ||
| Q4 24 | -2.2% | 33.1% | ||
| Q3 24 | -1.9% | 36.3% | ||
| Q2 24 | -7.5% | 33.8% | ||
| Q1 24 | -7.0% | 25.8% |
| Q4 25 | — | $1.33 | ||
| Q3 25 | — | $1.11 | ||
| Q2 25 | — | $0.68 | ||
| Q1 25 | — | $0.96 | ||
| Q4 24 | — | $1.18 | ||
| Q3 24 | — | $1.24 | ||
| Q2 24 | — | $1.12 | ||
| Q1 24 | — | $0.84 |
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 | $163.7M |
| 总债务越低越好 | $282.8M | $970.0M |
| 股东权益账面价值 | $1.5B | $2.4B |
| 总资产 | $2.2B | $4.2B |
| 负债/权益比越低杠杆越低 | 0.19× | 0.40× |
8季度趋势，按日历期对齐
| Q4 25 | $248.6M | $163.7M | ||
| Q3 25 | $203.9M | $115.7M | ||
| Q2 25 | $188.9M | $107.9M | ||
| Q1 25 | $134.3M | $175.6M | ||
| Q4 24 | $154.6M | $126.7M | ||
| Q3 24 | $102.6M | $188.2M | ||
| Q2 24 | $87.0M | $119.0M | ||
| Q1 24 | $49.5M | $79.9M |
| Q4 25 | $282.8M | $970.0M | ||
| Q3 25 | $284.6M | $972.0M | ||
| Q2 25 | $286.4M | $965.7M | ||
| Q1 25 | $288.2M | $964.8M | ||
| Q4 24 | $290.0M | $963.9M | ||
| Q3 24 | $287.3M | $982.7M | ||
| Q2 24 | $288.0M | $981.7M | ||
| Q1 24 | $288.8M | $990.2M |
| Q4 25 | $1.5B | $2.4B | ||
| Q3 25 | $1.5B | $2.4B | ||
| Q2 25 | $1.5B | $2.5B | ||
| Q1 25 | $1.5B | $1.1B | ||
| Q4 24 | $1.4B | $1.1B | ||
| Q3 24 | $1.4B | $1.2B | ||
| Q2 24 | $1.4B | $1.1B | ||
| Q1 24 | $1.4B | $1.1B |
| Q4 25 | $2.2B | $4.2B | ||
| Q3 25 | $2.1B | $4.2B | ||
| Q2 25 | $2.1B | $4.2B | ||
| Q1 25 | $2.1B | $2.6B | ||
| Q4 24 | $2.1B | $2.5B | ||
| Q3 24 | $2.1B | $2.6B | ||
| Q2 24 | $2.1B | $2.5B | ||
| Q1 24 | $2.1B | $2.5B |
| Q4 25 | 0.19× | 0.40× | ||
| Q3 25 | 0.19× | 0.41× | ||
| Q2 25 | 0.19× | 0.39× | ||
| Q1 25 | 0.20× | 0.84× | ||
| Q4 24 | 0.20× | 0.86× | ||
| Q3 24 | 0.20× | 0.84× | ||
| Q2 24 | 0.20× | 0.87× | ||
| Q1 24 | 0.20× | 0.92× |
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 | $145.1M |
| 自由现金流经营现金流 - 资本支出 | $46.6M | $144.5M |
| 自由现金流率自由现金流/营收 | 12.2% | 38.6% |
| 资本支出强度资本支出/营收 | 2.9% | 0.2% |
| 现金转化率经营现金流/净利润 | 4.93× | 1.29× |
| 过去12个月自由现金流最近4个季度 | $110.0M | $381.3M |
8季度趋势，按日历期对齐
| Q4 25 | $57.6M | $145.1M | ||
| Q3 25 | $27.3M | $165.9M | ||
| Q2 25 | $64.4M | $-6.6M | ||
| Q1 25 | $-3.1M | $81.1M | ||
| Q4 24 | $62.3M | $91.8M | ||
| Q3 24 | $22.7M | $99.8M | ||
| Q2 24 | $44.1M | $79.7M | ||
| Q1 24 | $-21.8M | $68.7M |
| Q4 25 | $46.6M | $144.5M | ||
| Q3 25 | $17.0M | $164.8M | ||
| Q2 25 | $56.6M | $-7.5M | ||
| Q1 25 | $-10.3M | $79.5M | ||
| Q4 24 | $56.0M | $91.7M | ||
| Q3 24 | $17.7M | $99.4M | ||
| Q2 24 | $39.0M | $79.5M | ||
| Q1 24 | $-26.9M | $68.2M |
| Q4 25 | 12.2% | 38.6% | ||
| Q3 25 | 4.7% | 45.6% | ||
| Q2 25 | 16.4% | -2.1% | ||
| Q1 25 | -3.1% | 36.2% | ||
| Q4 24 | 17.2% | 39.4% | ||
| Q3 24 | 5.7% | 44.0% | ||
| Q2 24 | 12.5% | 36.2% | ||
| Q1 24 | -9.0% | 31.6% |
| Q4 25 | 2.9% | 0.2% | ||
| Q3 25 | 2.8% | 0.3% | ||
| Q2 25 | 2.2% | 0.3% | ||
| Q1 25 | 2.2% | 0.7% | ||
| Q4 24 | 1.9% | 0.1% | ||
| Q3 24 | 1.6% | 0.2% | ||
| Q2 24 | 1.6% | 0.1% | ||
| Q1 24 | 1.7% | 0.2% |
| Q4 25 | 4.93× | 1.29× | ||
| Q3 25 | 25.34× | 1.72× | ||
| Q2 25 | — | -0.11× | ||
| Q1 25 | -4.36× | 1.31× | ||
| Q4 24 | — | 1.19× | ||
| Q3 24 | — | 1.22× | ||
| Q2 24 | — | 1.07× | ||
| Q1 24 | — | 1.23× |
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
VCTR
| Investment Management Fees | $301.4M | 81% |
| Fund Administration And Distribution Fees | $72.8M | 19% |
