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Life360, Inc.(LIF)与WSFS FINANCIAL CORP(WSFS)财务数据对比。点击上方公司名可切换其他公司
WSFS FINANCIAL CORP的季度营收约是Life360, Inc.的1.9倍($275.3M vs $146.0M),Life360, Inc.净利率更高(88.8% vs 31.5%,领先57.3%),Life360, Inc.同比增速更快(26.4% vs 7.5%),过去两年Life360, Inc.的营收复合增速更高(36.6% vs 1.7%)
Life360是一家主打家庭安全与互联服务的科技企业,核心产品涵盖实时位置共享、紧急求助预警、驾驶行为分析及身份防盗保护服务,主要面向北美、欧洲、亚太消费市场,营收大多来自其分级付费订阅套餐。
WSFS金融集团是一家金融服务企业,核心子公司WSFS银行是总部位于特拉华州及大特拉华谷地区规模最大、经营历史最久的本地管理银行与财富管理机构。集团共运营115个网点,其中88个为银行网点,分布在宾夕法尼亚、特拉华、新泽西、佛罗里达、弗吉尼亚、内华达六州,提供全面金融服务。
LIF vs WSFS — 直观对比
营收规模更大
WSFS
是对方的1.9倍
$146.0M
营收增速更快
LIF
高出18.9%
7.5%
净利率更高
LIF
高出57.3%
31.5%
两年增速更快
LIF
近两年复合增速
1.7%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $146.0M | $275.3M |
| 净利润 | $129.7M | $86.8M |
| 毛利率 | 75.1% | — |
| 营业利润率 | 6.1% | — |
| 净利率 | 88.8% | 31.5% |
| 营收同比 | 26.4% | 7.5% |
| 净利润同比 | 1425.9% | 31.7% |
| 每股收益(稀释后) | $1.53 | $1.64 |
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
LIF
WSFS
| Q1 26 | — | $275.3M | ||
| Q4 25 | $146.0M | $271.9M | ||
| Q3 25 | $124.5M | $270.5M | ||
| Q2 25 | $115.4M | $267.5M | ||
| Q1 25 | $103.6M | $256.1M | ||
| Q4 24 | $115.5M | $261.5M | ||
| Q3 24 | $92.9M | $267.7M | ||
| Q2 24 | $84.9M | $266.0M |
净利润
LIF
WSFS
| Q1 26 | — | $86.8M | ||
| Q4 25 | $129.7M | $72.7M | ||
| Q3 25 | $9.8M | $76.4M | ||
| Q2 25 | $7.0M | $72.3M | ||
| Q1 25 | $4.4M | $65.9M | ||
| Q4 24 | $8.5M | $64.2M | ||
| Q3 24 | $7.7M | $64.4M | ||
| Q2 24 | $-11.0M | $69.3M |
毛利率
LIF
WSFS
| Q1 26 | — | — | ||
| Q4 25 | 75.1% | — | ||
| Q3 25 | 78.0% | — | ||
| Q2 25 | 78.4% | — | ||
| Q1 25 | 80.6% | — | ||
| Q4 24 | 74.0% | — | ||
| Q3 24 | 75.4% | — | ||
| Q2 24 | 75.0% | — |
营业利润率
LIF
WSFS
| Q1 26 | — | — | ||
| Q4 25 | 6.1% | 35.8% | ||
| Q3 25 | 4.6% | 37.3% | ||
| Q2 25 | 1.7% | 35.7% | ||
| Q1 25 | 2.1% | 34.0% | ||
| Q4 24 | 4.9% | 32.3% | ||
| Q3 24 | -5.3% | 31.9% | ||
| Q2 24 | -2.8% | 34.0% |
净利率
LIF
WSFS
| Q1 26 | — | 31.5% | ||
| Q4 25 | 88.8% | 26.7% | ||
| Q3 25 | 7.9% | 28.3% | ||
| Q2 25 | 6.1% | 27.0% | ||
| Q1 25 | 4.2% | 25.7% | ||
| Q4 24 | 7.4% | 24.6% | ||
| Q3 24 | 8.3% | 24.1% | ||
| Q2 24 | -12.9% | 26.0% |
每股收益(稀释后)
LIF
WSFS
| Q1 26 | — | $1.64 | ||
| Q4 25 | $1.53 | $1.33 | ||
| Q3 25 | $0.11 | $1.37 | ||
| Q2 25 | $0.08 | $1.27 | ||
| Q1 25 | $0.05 | $1.12 | ||
| Q4 24 | $0.14 | $1.08 | ||
| Q3 24 | $0.09 | $1.08 | ||
| Q2 24 | $-0.15 | $1.16 |
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 | $494.3M | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $548.2M | $2.7B |
| 总资产 | $959.7M | $22.1B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势,按日历期对齐
现金及短期投资
LIF
WSFS
| Q1 26 | — | — | ||
| Q4 25 | $494.3M | $1.7B | ||
| Q3 25 | $455.7M | — | ||
| Q2 25 | $432.7M | — | ||
| Q1 25 | $168.9M | — | ||
| Q4 24 | $159.2M | $1.2B | ||
| Q3 24 | $159.0M | — | ||
| Q2 24 | $160.8M | — |
股东权益
LIF
WSFS
| Q1 26 | — | $2.7B | ||
| Q4 25 | $548.2M | $2.7B | ||
| Q3 25 | $391.4M | $2.8B | ||
| Q2 25 | $366.7M | $2.7B | ||
| Q1 25 | $376.3M | $2.7B | ||
| Q4 24 | $358.5M | $2.6B | ||
| Q3 24 | $339.7M | $2.7B | ||
| Q2 24 | $326.7M | $2.5B |
总资产
LIF
WSFS
| Q1 26 | — | $22.1B | ||
| Q4 25 | $959.7M | $21.3B | ||
| Q3 25 | $787.5M | $20.8B | ||
| Q2 25 | $753.6M | $20.8B | ||
| Q1 25 | $455.4M | $20.5B | ||
| Q4 24 | $441.6M | $20.8B | ||
| Q3 24 | $427.4M | $20.9B | ||
| Q2 24 | $405.9M | $20.7B |
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 | $36.8M | — |
| 自由现金流经营现金流 - 资本支出 | $36.6M | — |
| 自由现金流率自由现金流/营收 | 25.1% | — |
| 资本支出强度资本支出/营收 | 0.2% | — |
| 现金转化率经营现金流/净利润 | 0.28× | — |
| 过去12个月自由现金流最近4个季度 | $86.8M | — |
8季度趋势,按日历期对齐
经营现金流
LIF
WSFS
| Q1 26 | — | — | ||
| Q4 25 | $36.8M | $220.0M | ||
| Q3 25 | $26.4M | $121.5M | ||
| Q2 25 | $13.3M | $37.2M | ||
| Q1 25 | $12.1M | $8.7M | ||
| Q4 24 | $12.3M | $219.9M | ||
| Q3 24 | $6.3M | $3.1M | ||
| Q2 24 | $3.3M | $44.8M |
自由现金流
LIF
WSFS
| Q1 26 | — | — | ||
| Q4 25 | $36.6M | $213.6M | ||
| Q3 25 | $25.6M | $120.3M | ||
| Q2 25 | $12.7M | $35.2M | ||
| Q1 25 | $11.9M | $6.3M | ||
| Q4 24 | $11.2M | $205.6M | ||
| Q3 24 | $6.3M | $-489.0K | ||
| Q2 24 | $3.2M | $42.1M |
自由现金流率
LIF
WSFS
| Q1 26 | — | — | ||
| Q4 25 | 25.1% | 78.6% | ||
| Q3 25 | 20.6% | 44.5% | ||
| Q2 25 | 11.0% | 13.2% | ||
| Q1 25 | 11.5% | 2.5% | ||
| Q4 24 | 9.7% | 78.6% | ||
| Q3 24 | 6.8% | -0.2% | ||
| Q2 24 | 3.8% | 15.8% |
资本支出强度
LIF
WSFS
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 2.3% | ||
| Q3 25 | 0.6% | 0.5% | ||
| Q2 25 | 0.6% | 0.7% | ||
| Q1 25 | 0.1% | 0.9% | ||
| Q4 24 | 1.0% | 5.5% | ||
| Q3 24 | 0.0% | 1.4% | ||
| Q2 24 | 0.1% | 1.0% |
现金转化率
LIF
WSFS
| Q1 26 | — | — | ||
| Q4 25 | 0.28× | 3.03× | ||
| Q3 25 | 2.70× | 1.59× | ||
| Q2 25 | 1.90× | 0.51× | ||
| Q1 25 | 2.75× | 0.13× | ||
| Q4 24 | 1.45× | 3.43× | ||
| Q3 24 | 0.83× | 0.05× | ||
| Q2 24 | — | 0.65× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图