Acadia Healthcare Company, Inc. (ACHC) vs LifeStance Health Group, Inc. (LFST)

Acadia Healthcare Company, Inc. and LifeStance Health Group, Inc. are both Medical Care Facilities companies. LifeStance Health Group, Inc. is the larger, with a market value of $4.7B against $2.9B — 1.6× the size. Acadia Healthcare Company, Inc. has negative trailing earnings, so its P/E is not meaningful; LifeStance Health Group, Inc. trades at 88.3×. LifeStance Health Group, Inc. grew revenue faster over the last twelve months: 20.4% against 4.27%. LifeStance Health Group, Inc. has the higher net margin (3.19% vs −33.4%) and the lower return on invested capital (3.25% vs 5.01%). Across the 19 metrics below, LifeStance Health Group, Inc. leads on 11 and Acadia Healthcare Company, Inc. on 8.

Valuation

Metric ACHC LFST Medical Care Facilities median
P/E n/m 88.27 20.56
P/S 0.81 2.84 0.85
P/B 1.38 3.05 2.84
Price to free cash flow n/m 25.89 13.73
EV/EBITDA 9.20 33.85 10.21
EV/Sales 1.47 2.86 1.32
Earnings yield (41.53%) 1.13% 2.25%
Free cash flow yield (3.68%) 3.86% 4.16%

Profitability

Metric ACHC LFST Medical Care Facilities median
Gross margin 100.00% 33.56% 30.78%
Operating margin 10.06% 4.95% 5.74%
Net margin (33.44%) 3.19% 2.32%
Free cash flow margin (2.98%) 10.97% 5.46%
Return on equity (44.54%) 3.43% 8.76%
Return on assets (19.00%) 2.34% 2.18%
Return on invested capital 5.01% 3.25% 5.01%

Growth

Metric ACHC LFST Medical Care Facilities median
Revenue growth (TTM) 4.27% 20.38% 7.12%
EPS growth (last fiscal year) (537.41%) 113.33% 17.46%
Revenue growth, 5-year CAGR 9.65% 30.44% 9.58%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric ACHC LFST Medical Care Facilities median
Debt to equity 1.22 0.18 0.37
Current ratio 1.57 1.38 1.20
Net debt to EBITDA 4.07 0.22 1.07

Dividend

Metric ACHC LFST Medical Care Facilities median
Dividend yield — — 0.63%
Payout ratio — — 0.13

Size

Metric ACHC LFST Medical Care Facilities median
Market cap 2.89b 4.73b 1.47b

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