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LifeStance Health Group, Inc. (LFST)

NEUTRAL
HealthcareMedical Care FacilitiesUnited States

Fundamental

60

Preço

$12.07

Capitalização de Mercado

$4.75B

Parte 1 · Quanto vale a empresa

Visão Geral

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.

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Direct competitors

Who this company fights with for the same customers

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No competitor list for this company yet.

Balanço & Liquidez

Receita

$1.58B

Últimos 12 meses (até 30/06/2026)

Resultado Líquido

$51M

Últimos 12 meses (até 30/06/2026)

Fluxo de Caixa Livre

$110M

Capital Próprio Total

$1.52B

Passivo Total

$683M

Rácio de Liquidez

1.38

Cobertura de Juros

7.75

Dívida/EBITDA

7.21

Resultados Por Ação

Receita & Resultado Líquido

Fluxo de Caixa Livre

Decomposição dos Resultados

Demonstração histórica

Margens ao longo do tempo

A dívida ao longo do tempo

Quanto pesa a dívida

Grelha do crescimento

Crescimento — Receitas

Estimativa de Valor Justo

General caseJustamente Valorizada

Valor Justo

$10.62

Preço Atual

$12.07

Margem de Segurança

-13.7%

Intervalo de Valor Justo

$6.90 - $14.33

Métodos de Estimativa

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 dos Analistas:Compra Forte (14B / 4H / 0S)
Última Surpresa de Resultados:+34.53%

Métricas de Avaliação

Rácio P/E

93.54

ROE

0.6%

Rácio P/B

3.15

P/FCF

26.71

Margem Bruta

-

ROIC

3.3%

Radar de Rentabilidade

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.

Critérios de Análise Fundamental

Aprovado (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

Reprovado (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%

Indisponível (3)

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

Piotroski F-Score

7/9

Saúde financeira sólida

score
criteria

Qualidade dos Resultados

4.31

Alta qualidade: resultados respaldados por caixa

Diluição de Ações

26.2%

A emitir novas ações, diluindo a participação

Governação

Equipa Executiva

NomeCargoIdade
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-

Risco de Auditoria

10

Risco do Conselho

10

Risco de Remuneração

7

Risco dos Direitos dos Acionistas

8

Parte 2 · O preço e o momento de entrar

Esta parte não serve para saber se a empresa vale: serve para escolher quando comprá-la, depois que os fundamentos te convenceram. Dentro: análise técnica, potencial, quedas históricas, exposição gama.

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