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LifeStance Health Group, Inc.（LFST）与VIRTUS INVESTMENT PARTNERS, INC.（VRTS）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VIRTUS INVESTMENT PARTNERS, INC.的1.9倍（$382.2M vs $199.5M），VIRTUS INVESTMENT PARTNERS, INC.净利率更高（3.6% vs 3.1%，领先0.5%），LifeStance Health Group, Inc.同比增速更快（17.4% vs -4.1%），过去两年LifeStance Health Group, Inc.的营收复合增速更高（12.8% vs -5.7%）
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。
Virtus Investment Partners是一家美国多管理人资产管理企业，旗下汇集多家具备独立投资流程与自有品牌的关联投资管理人，同时也提供非关联子投资顾问服务，为客户提供多元化的资产管理解决方案。
LFST vs VRTS — 直观对比
营收规模更大
LFST
是对方的1.9倍
$199.5M
营收增速更快
LFST
高出21.5%
-4.1%
净利率更高
VRTS
高出0.5%
3.1%
两年增速更快
LFST
近两年复合增速
-5.7%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $382.2M | $199.5M |
| 净利润 | $11.7M | $7.1M |
| 毛利率 | — | — |
| 营业利润率 | 4.7% | 7.7% |
| 净利率 | 3.1% | 3.6% |
| 营收同比 | 17.4% | -4.1% |
| 净利润同比 | 264.1% | -78.1% |
| 每股收益（稀释后） | — | $1.05 |
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LFSTVRTS
| Q1 26 | — | $199.5M | ||
| Q4 25 | $382.2M | $208.0M | ||
| Q3 25 | $363.8M | $216.4M | ||
| Q2 25 | $345.3M | $210.5M | ||
| Q1 25 | $333.0M | $217.9M | ||
| Q4 24 | $325.5M | $233.5M | ||
| Q3 24 | $312.7M | $227.0M | ||
| Q2 24 | $312.3M | $224.4M |
净利润LFSTVRTS
| Q1 26 | — | $7.1M | ||
| Q4 25 | $11.7M | $33.9M | ||
| Q3 25 | $1.1M | $31.3M | ||
| Q2 25 | $-3.8M | $42.7M | ||
| Q1 25 | $709.0K | $28.1M | ||
| Q4 24 | $-7.1M | $39.5M | ||
| Q3 24 | $-6.0M | $49.1M | ||
| Q2 24 | $-23.3M | $26.0M |
营业利润率LFSTVRTS
| Q1 26 | — | 7.7% | ||
| Q4 25 | 4.7% | 19.1% | ||
| Q3 25 | 2.0% | 21.7% | ||
| Q2 25 | -0.9% | 21.5% | ||
| Q1 25 | 0.5% | 16.8% | ||
| Q4 24 | 0.3% | 21.7% | ||
| Q3 24 | 0.0% | 24.3% | ||
| Q2 24 | -5.1% | 19.7% |
净利率LFSTVRTS
| Q1 26 | — | 3.6% | ||
| Q4 25 | 3.1% | 16.3% | ||
| Q3 25 | 0.3% | 14.5% | ||
| Q2 25 | -1.1% | 20.3% | ||
| Q1 25 | 0.2% | 12.9% | ||
| Q4 24 | -2.2% | 16.9% | ||
| Q3 24 | -1.9% | 21.6% | ||
| Q2 24 | -7.5% | 11.6% |
每股收益（稀释后）LFSTVRTS
| Q1 26 | — | $1.05 | ||
| Q4 25 | — | $5.15 | ||
| Q3 25 | — | $4.65 | ||
| Q2 25 | — | $6.12 | ||
| Q1 25 | — | $4.05 | ||
| Q4 24 | — | $4.65 | ||
| Q3 24 | — | $5.71 | ||
| Q2 24 | — | $2.43 |
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 | $136.6M |
| 总债务越低越好 | $282.8M | — |
| 股东权益账面价值 | $1.5B | $93.6B |
| 总资产 | $2.2B | — |
| 负债/权益比越低杠杆越低 | 0.19× | — |
8季度趋势，按日历期对齐
现金及短期投资LFSTVRTS
| Q1 26 | — | $136.6M | ||
| Q4 25 | $248.6M | — | ||
| Q3 25 | $203.9M | — | ||
| Q2 25 | $188.9M | — | ||
| Q1 25 | $134.3M | — | ||
| Q4 24 | $154.6M | — | ||
| Q3 24 | $102.6M | — | ||
| Q2 24 | $87.0M | — |
总债务LFSTVRTS
| Q1 26 | — | — | ||
| Q4 25 | $282.8M | $390.0M | ||
| Q3 25 | $284.6M | $390.6M | ||
| Q2 25 | $286.4M | $231.3M | ||
| Q1 25 | $288.2M | $231.7M | ||
| Q4 24 | $290.0M | $232.1M | ||
| Q3 24 | $287.3M | $237.5M | ||
| Q2 24 | $288.0M | $247.6M |
股东权益LFSTVRTS
| Q1 26 | — | $93.6B | ||
| Q4 25 | $1.5B | $934.0M | ||
| Q3 25 | $1.5B | $918.7M | ||
| Q2 25 | $1.5B | $896.4M | ||
| Q1 25 | $1.5B | $893.7M | ||
| Q4 24 | $1.4B | $897.5M | ||
| Q3 24 | $1.4B | $889.0M | ||
| Q2 24 | $1.4B | $868.7M |
总资产LFSTVRTS
| Q1 26 | — | — | ||
| Q4 25 | $2.2B | $4.3B | ||
| Q3 25 | $2.1B | $3.9B | ||
| Q2 25 | $2.1B | $3.7B | ||
| Q1 25 | $2.1B | $3.7B | ||
| Q4 24 | $2.1B | $4.0B | ||
| Q3 24 | $2.1B | $3.6B | ||
| Q2 24 | $2.1B | $3.6B |
负债/权益比LFSTVRTS
| Q1 26 | — | — | ||
| Q4 25 | 0.19× | 0.42× | ||
| Q3 25 | 0.19× | 0.43× | ||
| Q2 25 | 0.19× | 0.26× | ||
| Q1 25 | 0.20× | 0.26× | ||
| Q4 24 | 0.20× | 0.26× | ||
| Q3 24 | 0.20× | 0.27× | ||
| Q2 24 | 0.20× | 0.29× |
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% | — |
| 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LFSTVRTS
| Q1 26 | — | — | ||
| Q4 25 | $57.6M | $-67.2M | ||
| Q3 25 | $27.3M | $108.3M | ||
| Q2 25 | $64.4M | $75.8M | ||
| Q1 25 | $-3.1M | $-3.8M | ||
| Q4 24 | $62.3M | $1.8M | ||
| Q3 24 | $22.7M | $69.1M | ||
| Q2 24 | $44.1M | $70.0M |
自由现金流LFSTVRTS
| Q1 26 | — | — | ||
| Q4 25 | $46.6M | $-74.1M | ||
| Q3 25 | $17.0M | $106.9M | ||
| Q2 25 | $56.6M | $74.2M | ||
| Q1 25 | $-10.3M | $-6.8M | ||
| Q4 24 | $56.0M | $-3.8M | ||
| Q3 24 | $17.7M | $68.7M | ||
| Q2 24 | $39.0M | $68.6M |
自由现金流率LFSTVRTS
| Q1 26 | — | — | ||
| Q4 25 | 12.2% | -35.6% | ||
| Q3 25 | 4.7% | 49.4% | ||
| Q2 25 | 16.4% | 35.2% | ||
| Q1 25 | -3.1% | -3.1% | ||
| Q4 24 | 17.2% | -1.6% | ||
| Q3 24 | 5.7% | 30.3% | ||
| Q2 24 | 12.5% | 30.6% |
资本支出强度LFSTVRTS
| Q1 26 | — | — | ||
| Q4 25 | 2.9% | 3.3% | ||
| Q3 25 | 2.8% | 0.7% | ||
| Q2 25 | 2.2% | 0.7% | ||
| Q1 25 | 2.2% | 1.4% | ||
| Q4 24 | 1.9% | 2.4% | ||
| Q3 24 | 1.6% | 0.2% | ||
| Q2 24 | 1.6% | 0.6% |
现金转化率LFSTVRTS
| Q1 26 | — | — | ||
| Q4 25 | 4.93× | -1.99× | ||
| Q3 25 | 25.34× | 3.45× | ||
| Q2 25 | — | 1.77× | ||
| Q1 25 | -4.36× | -0.13× | ||
| Q4 24 | — | 0.04× | ||
| Q3 24 | — | 1.41× | ||
| Q2 24 | — | 2.69× |
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
VRTS
| Investment management fees | $169.1M | 85% |
| Administration and shareholder service fees | $17.3M | 9% |
| Distribution and service fees | $11.6M | 6% |
