Lifestance Health Group Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Lifestance Health Group Inc (LFST) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Lifestance Health Group Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 1,585M vs 120,332M combined for its competitors (1.3% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+9.9% annualized vs trailing 12 months), vs accelerating (+2.6%) for its tracked peer group.
- Growth: Lifestance Health Group Inc generated 26.1% revenue growth year over year in Q2 2026, vs 11.6% for its competitors combined.
- Profitability: Its 5.4% net margin compares with 33.6% for the peer group.
- Scale: Lifestance Health Group Inc ranks #32 of 246 companies by market capitalization in the Medical Equipment & Supplies industry, holding 0.4% of industry market cap.
- Peer revenue share: Lifestance Health Group Inc accounted for 1.4% of combined revenue among its tracked peer group, up from 1.2% a year earlier.
- Peer differentiation: Revenue per employee of $0.14M compares with $0.25M for the peer group (0.6x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
LFST Sales vs. its Competitors, Q2 2026
Lifestance Health Group Inc reported revenue growth of 26.08 % year on year in Q2 2026, above its competitors' combined revenue growth of 11.64 %.
With a net margin of 5.42 %, Lifestance Health Group Inc reported lower profitability than its competitors (33.63 %).
Lifestance Health Group Inc generated 1.39 % of the combined sales of its peer group, up from 1.23 % a year earlier.
API endpoints for this dataset
Lifestance Health Group Inc vs. its Competitors, Q2 2026
Revenue growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in Lifestance Health Group Inc reports; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Lifestance Health Group Inc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Lifestance Health Group Inc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| Similar-Size Competitors (8) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (5) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Lifestance Health Group Inc's competitor groups requires a Commercial License.
For context: the Medical Equipment & Supplies industry grew revenue 14.5% year over year, combined, vs 26.1% for Lifestance Health Group Inc. Lifestance Health Group Inc's share of combined industry revenue moved from 0.34% to 0.37%, a gain of 0.03 percentage points.
Lifestance Health Group Inc's Competitor Quality Breadth
Group definitions: see Methodology: Performance Group Definitions.
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Lifestance Health Group Inc | Yes | Yes | Yes | No |
| Competitors combined (10) | ||||
| High-Confidence Competitors (1) | - | - | - | |
| Similar-Size Competitors (9) | ||||
| Similar Growth & Profitability (8) | 75.00 % (6 of 8) | 100.00 % (8 of 8) | 100.00 % (8 of 8) | 14.30 % (1 of 7) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
LFST Stock Performance relative to its Competitors
LFST Stock Performance relative to High-Confidence Competitors
LFST Stock Performance relative to Similar-Size Competitors
LFST Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Welltower Inc | 282.9% | Outperformed |
| 2 | Teladoc Health Inc | 282.9% | Outperformed |
| 3 | Hca Healthcare Inc | 282.9% | Outperformed |
| 4 | Ensign Group Inc | 282.9% | Outperformed |
| 5 | Universal Health Services Inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Lifestance Health Group Inc's best-performing competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Publicly Traded Peers of Lifestance Health Group Inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
 Lifestance Health Group Inc |
5,201.43 | 1,584.83 |
 Welltower Inc |
185,275.84 | 13,793.30 |
 Hca Healthcare Inc |
110,230.75 | 78,701.00 |
 Universal Health Services Inc |
11,897.53 | 18,114.49 |
 Ensign Group Inc |
10,816.27 | 5,674.31 |
 Teladoc Health Inc |
1,711.46 | 2,468.14 |
| SUBTOTAL | 325,297.39 | 121,917.18 |
Sign in to see all competitors of Lifestance Health Group Inc .
Sources: see Methodology: Peer & Competitor Identification, Sourcing.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Lifestance Health Group Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Lifestance Health Group Inc's Competitors Named by the Company
Competitive relationships identified from Lifestance Health Group Inc reports and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Uphealth Inc | Company report | 85% |
| Teladoc Health Inc | Company report | 85% |
| Magellan Health inc | Company report | 85% |
| Babylon Holdings Limited | Company report | 85% |
| P3 Health Partners Inc | Company report | 85% |
Company report basis, confidence, active dates and source counts for Lifestance Health Group Inc's named competitors require a Commercial License.
Methodology: see Methodology: Peer & Competitor Identification, Sourcing.
Lifestance Health Group Inc's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Welltower Inc | Senior Housing - Operating 84.10 % |
| Hca Healthcare Inc | American Group 34.50 % |
| Universal Health Services Inc | Acute Care Hospital Services 56.27 % |
| Ensign Group Inc | Skilled Services 95.82 % |
| Teladoc Health Inc | Teladoc Health Integrated Care 65.85 % |
Source: operating segment revenue as reported in each company's reports (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
Sign in to see all peers for Lifestance Health Group Inc .
Lifestance Health Group Inc's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Lifestance Health Group Inc | 5,201 | 144,588 | 4,616 |
| Welltower Inc | 185,276 | 19,372,612 | 2,454,900 |
| Hca Healthcare Inc | 110,231 | 245,941 | 22,806 |
| Universal Health Services Inc | 11,898 | 178,468 | 15,273 |
| Ensign Group Inc | 10,816 | 123,354 | 8,682 |
| Teladoc Health Inc | 1,711 | 440,740 | -27,647 |
| PEERS TOTAL | 320,096 | 253,577 | 38,307 |
Sign in to see all peers for Lifestance Health Group Inc .
Lifestance Health Group Inc's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent report. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Welltower Inc | United States 60.91 % |
| Teladoc Health Inc | United States 80.85 % |
Source: revenue geography as reported in each company's reports (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
Lifestance Health Group Inc's Position in Industry Market Structure
Market-capitalization share and concentration across all 218 companies in Lifestance Health Group Inc's industry classification, broader than the peer set above. Market cap in millions of $.Lifestance Health Group Inc ranks #32 of 218 companies by market capitalization in its industry, holding 0.43 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 624, indicating a unconcentrated market structure (see Methodology: Market Structure & Concentration).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Intuitive Surgical Inc | 167,402 | 13.73 % |
| 2 | Medtronic Plc | 134,730 | 11.05 % |
| 3 | Stryker Corp | 129,341 | 10.61 % |
| 4 | 3m Company | 98,091 | 8.05 % |
| 5 | Boston Scientific Corporation | 1,234 | 5.2% |
| 6 | Becton Dickinson And Company | 1,234 | 5.2% |
| 7 | Edwards Lifesciences Corporation | 1,234 | 5.2% |
| 8 | Alcon inc | 1,234 | 5.2% |
| 9 | Resmed Inc | 1,234 | 5.2% |
| 10 | Medline Inc | 1,234 | 5.2% |
| 32 | Lifestance Health Group Inc | 5,201 | 0.43 % |
Market cap and industry share for the rest of Lifestance Health Group Inc's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-11-05.
Lifestance Health Group Inc's Same-Size Peers & Stock Performance
Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.| Rank | Company | Market Cap | TTM Return |
|---|---|---|---|
| 27 | Teleflex Incorporated | 6,643 | 24.60 % |
| 28 | Msa Safety Inc | 6,578 | 13.77 % |
| 30 | Haemonetics Corporation | 5,672 | 151.22 % |
| 31 | Merit Medical Systems Inc | 5,378 | 2.57 % |
| 32 | Lifestance Health Group Inc | 5,201 | 204.52 % |
| 33 | Livanova Plc | 1,234 | 12.3% |
| 34 | Marizyme Inc | 1,234 | 12.3% |
| 35 | Heartflow Inc | 1,234 | 12.3% |
| 36 | Integer Holdings Corporation | 1,234 | 12.3% |
| 37 | Irhythm Holdings Inc | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of Lifestance Health Group Inc's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-11-05. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
Lifestance Health Group Inc's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Medical Equipment & Supplies industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (342 companies). See the full Medical Equipment & Supplies industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 0.00 % | 45.82 % (avg) | -45.8 pp |
| Operating Margin | 4.95 % | industry median | +5.0 pp |
| EBITDA Margin | 9.78 % | -7.08 % (avg) | +16.9 pp |
| Capital Intensity (Capex / Revenue) | 2.77 % | 7.18 % (avg) | -4.4 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Lifestance Health Group Inc's Valuation vs Competitive Position
Valuation multiples vs the Medical Equipment & Supplies industry average (342 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns. See the full Medical Equipment & Supplies industry valuation benchmarks.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | - | 38.2x | - |
| EV / EBITDA | 19.7x | 18.2x | +1.5x |
| P/B | 2.0x | 4.6x | -2.6x |
| Return on Equity | 3.39 % | industry aggregate | -8.59 % |
| Return on Invested Capital | 2.29 % | -6.87 % (avg) | 9.16 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Lifestance Health Group Inc's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in company reports.| Metric | 2021 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| Revenue Growth | - | 22.82 % | 18.50 % | 13.85 % |
| Operating Margin | - | -17.92 % | -2.53 % | 1.70 % |
| Return on Invested Capital | - | -5.47 % | -0.95 % | 0.71 % |
| P/E | - | - | - | - |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Lifestance Health Group Inc's Strategic Group Map
Lifestance Health Group Inc is shown in red; its closest peers by combined growth, margin and ROIC are labeled. See Methodology: Strategic Group Map for how this chart is built.
Lifestance Health Group Inc's trailing-12-month revenue growth of 20.4% and operating margin of 5.0% compares with an average of 20.1% growth and 4.9% margin across its 8 closest peers by combined growth, margin and ROIC -- Lifestance Health Group Inc sits above that peer average on growth and above it on margin.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
Lifestance Health Group Inc's BCG Growth-Share Matrix
See Methodology: BCG Growth-Share Matrix for how relative share and growth are calculated and thresholded.
Lifestance Health Group Inc falls in the Dog quadrant: relative market share of 0.03x vs its largest competitor, in an industry growing revenue 8.9% (median, trailing 12 months).
Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution.
Lifestance Health Group Inc's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | High | Industry HHI of 624 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | Lower than typical for the industry | Capital intensity (capex / revenue) of 2.77 % vs industry average 7.18 % (see Profitability & Cost Structure above) |
Note: see Methodology: Porter's Five Forces. Supplier power and buyer power are covered on Lifestance Health Group Inc's dedicated Suppliers and Customers pages, not here.
Lifestance Health Group Inc's Industry Attractiveness & Competitive Strength
See Methodology: GE/McKinsey Matrix for how the two axes are built.
Lifestance Health Group Inc falls in the Low attractiveness / Medium strength cell: Harvest.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Lifestance Health Group Inc's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Latest-quarter revenue run-rate is accelerating (+9.9% annualized vs trailing 12 months).
- Outperforming the U.S.A. 500 over the trailing 12 months.
Weaknesses
- Return on equity 8.6 points below the industry aggregate.
- Low relative market share vs the industry leader (0.03x).
Opportunities
No rule matched.
Threats
No rule matched.
Methodology: see Methodology: SWOT Analysis.
Lifestance Health Group Inc's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Lifestance Health Group Inc | 0.88 | 1.52 | 0.18 |
| Welltower Inc | 1.37 | 3.09 | 0.36 |
| Hca Healthcare Inc | 0.05 | 0.90 | - |
| Universal Health Services Inc | 0.04 | 1.07 | 0.72 |
| Ensign Group Inc | 0.46 | 1.34 | 0.05 |
| Teladoc Health Inc | 0.88 | 1.28 | 0.75 |
Sign in to see all peers for Lifestance Health Group Inc .
Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Lifestance Health Group Inc's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Lifestance Health Group Inc | Q2 2026 | +26.1 % | - |
| Welltower Inc | Q3 2026 | +38.4 % | +47.0 % |
| Hca Healthcare Inc | Q3 2026 | +3.6 % | -17.0 % |
| Universal Health Services Inc | Q2 2026 | +8.3 % | +0.5 % |
| Ensign Group Inc | Q3 2026 | +14.5 % | +24.3 % |
| Teladoc Health Inc | Q3 2026 | -3.4 % | - |
| PEERS TOTAL | +8.3 % | +299.7 % |
Sign in to see all peers for Lifestance Health Group Inc .
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Lifestance Health Group Inc's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Lifestance Health Group Inc | Q2 2026 | - | +54.7 % |
| Welltower Inc | Q3 2026 | +42.3 % | +144.7 % |
| Hca Healthcare Inc | Q3 2026 | - | +5.4 % |
| Universal Health Services Inc | Q2 2026 | - | -14.4 % |
| Ensign Group Inc | Q3 2026 | +11.7 % | - |
| Teladoc Health Inc | Q3 2026 | +1.6 % | -2.5 % |
Sign in to see all peers for Lifestance Health Group Inc .
Lifestance Health Group Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Lifestance Health Group Inc | 2.33% | 2.61% | 3.39% |
| Welltower Inc | 2.51% | 2.52% | 3.78% |
| Hca Healthcare Inc | 11.73% | 15.54% | - |
| Universal Health Services Inc | 9.92% | 12.43% | 20.89% |
| Ensign Group Inc | 7.00% | 5.94% | 16.62% |
| Teladoc Health Inc | - | - | - |
Sign in to see all peers for Lifestance Health Group Inc .
ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Lifestance Health Group Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Lifestance Health Group Inc | - | 3.28 |
| Welltower Inc | 106.25 | 13.43 |
| Hca Healthcare Inc | 17.69 | 1.40 |
| Universal Health Services Inc | 8.14 | 0.66 |
| Ensign Group Inc | 27.10 | 1.91 |
| Teladoc Health Inc | - | 0.69 |
| PEERS AVERAGE | 17.85 | 2.67 |
Sign in to see all peers for Lifestance Health Group Inc .
P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.