Volver a la clasificación

LifeStance Health Group, Inc. (LFST)

NEUTRAL
HealthcareMedical Care FacilitiesUnited States

Fundamental

60

Precio

$12.07

Capitalización Bursátil

$4.75B

Parte 1 · Cuánto vale la empresa

Resumen

LifeStance Health Group, Inc., through its subsidiaries, provides outpatient mental health services to children, adolescents, adults, and geriatrics in the United States. The company offers patients a multidisciplinary suite of mental health services, psychiatric evaluations and treatment, psychological, and neuropsychological testing, as well as individual, family, and group therapy. It also treats a range of mental health conditions, including anxiety, depression, bipolar disorder, eating disorders, psychotic disorders, and post-traumatic stress disorder. In addition, the company operates an outpatient mental health platform, as well as offers patient care virtually through its online delivery platform or in-person at its centers. LifeStance Health Group, Inc. was founded in 2017 and is headquartered in Scottsdale, Arizona.

No editorial profile for this company yet

Direct competitors

Who this company fights with for the same customers

No editorial profile for this company yet

No competitor list for this company yet.

Balance y Liquidez

Ingresos

$1.58B

Últimos 12 meses (hasta 30/6/2026)

Beneficio Neto

$51M

Últimos 12 meses (hasta 30/6/2026)

Flujo de Caja Libre

$110M

Patrimonio Neto Total

$1.52B

Pasivo Total

$683M

Ratio de Liquidez

1.38

Cobertura de Intereses

7.75

Deuda/EBITDA

7.21

Beneficio Por Acción

Ingresos y Beneficio Neto

Flujo de Caja Libre

Desglose de Ingresos

Estado histórico

Márgenes en el tiempo

La deuda en el tiempo

Cuánto pesa la deuda

Cuadro de crecimiento

Crecimiento — Ingresos

Estimación de Valor Justo

General caseValoración Justa

Valor Justo

$10.62

Precio Actual

$12.07

Margen de Seguridad

-13.7%

Rango de Valor Justo

$6.90 - $14.33

Métodos de Estimación

Analyst price target:$13.80
Discounted cash flow (DCF):$4.51
Earnings multiple (P/E):$6.92
Graham growth formula:$2.12
Earnings power value (EPV):$0.78
Justified P/B:Not enough data to compute it
Dividend discount (Gordon):Not enough data to compute it
P/FFO, funds from operations:Not enough data to compute it
Mid-cycle earnings:Not enough data to compute it
Revenue multiple:Not enough data to compute it
Consenso de Analistas:Compra Fuerte (14B / 4H / 0S)
Última Sorpresa de Resultados:+34.53%

Métricas de Valoración

Ratio P/E

93.54

ROE

0.6%

Ratio P/B

3.15

P/FCF

26.71

Margen Bruto

-

ROIC

3.3%

Radar de Rentabilidad

Value Creation (Economic Moat)

ROIC

3.3%

WACC

10.4%

ROIC − WACC

-7.2 pp

ROIC is below the cost of capital — the company is destroying value for every dollar invested.

Criterios de Análisis Fundamental

Superado (14)

  • EPS shows upward trend
  • Price CAGR 5.55%
  • P/FCF 26.71
  • Debt/Equity ratio
  • Positive Free Cash Flow
  • Current Ratio
  • Interest Coverage
  • Return on Tangible Assets
  • Revenue Growth 5Y 30.4%
  • Analyst Consensus 78% Buy
  • Earnings Surprise avg 621.9%
  • Earnings Quality (OCF/NI) 4.31
  • Net Margin Trend 3.2% vs -1.2%
  • Piotroski F-Score 7/9

Fallido (10)

  • ROIC 3.2%
  • P/B Ratio 3.15
  • Operating Margin 4.9%
  • CapEx intensity
  • Debt/EBITDA
  • Low reliance on intangibles
  • Price below Graham Number
  • DCF valuation (Overvalued)
  • ROE 1.6%
  • Share Dilution 26.2%

No disponible (3)

  • Gross Margin NaN%
  • Dividend Payout NaN%
  • PEG Ratio (need PE > 0 and growth > 0)

Piotroski F-Score

7/9

Solidez financiera fuerte

score
criteria

Calidad de los Beneficios

4.31

Alta calidad: beneficios respaldados por efectivo

Dilución de Acciones

26.2%

Emitiendo nuevas acciones, diluyendo la participación

Gobernanza

Equipo Directivo

NombreCargoEdad
Mr. Kenneth Alan Burdick J.D.Executive Chairman66
Mr. David Patrick BourdonCEO & Director56
Mr. Ryan Bruce McGroartyCFO & Treasurer52
Mr. Vukasin PaunovichChief Technology Officer53
Mr. Ryan Pardo J.D.Chief Legal Officer & Secretary48
Ms. Ann VaranakisChief People Officer47
Ms. Lisa Keise MillerChief Operating Officer & Principal Operating Officer51
Ms. Monica ProkockiVice President of Investor Relations-
Brooke MatthewsDirector of Public Relations-
Mr. Richard HallChief Shared Services Officer-

Riesgo de Auditoría

10

Riesgo del Consejo

10

Riesgo de Compensación

7

Riesgo de Derechos del Accionista

8

Parte 2 · El precio y el momento de entrar

Esta parte no sirve para saber si la empresa vale: sirve para elegir cuándo comprarla, una vez que los fundamentales te han convencido. Dentro: análisis técnico, potencial, caídas históricas, exposición gamma.

Latest News

Recent headlines for LFST, sourced from Markets Gazette.

  • 2/25/2026NEUTRAL
    LifeStance (LFST) Q4 2025 Earnings Call Transcript

    The transcript for LifeStance Health Group, Inc.'s (LFST) Q4 2025 earnings call is now available. Investors and analysts have been keenly awaiting this document to gain in-depth insights into the company's financial performance for the period. While the specific content has not been disclosed in this announcement, the release of the transcript is a crucial event for market transparency. Market participants will now focus on analyzing management's statements, future projections, and responses to analyst questions to assess LifeStance's operational health and growth prospects. The market's reaction will hinge on the key metrics presented and the guidance provided.

via Markets Gazette