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Side-by-side financial comparison of Acadian Asset Management Inc. (AAMI) and iRhythm Holdings, Inc. (IRTC). Click either name above to swap in a different company.
iRhythm Holdings, Inc. is the larger business by last-quarter revenue ($208.9M vs $172.2M, roughly 1.2× Acadian Asset Management Inc.). Acadian Asset Management Inc. runs the higher net margin — 20.2% vs 2.7%, a 17.5% gap on every dollar of revenue. On growth, iRhythm Holdings, Inc. posted the faster year-over-year revenue change (27.1% vs 2.6%). Over the past eight quarters, Acadian Asset Management Inc.'s revenue compounded faster (27.6% CAGR vs 25.8%).
United Asset Management was an American holding company headquartered in Boston, Massachusetts.
iRhythm Holdings is a digital healthcare company focused on cardiac care, developing and commercializing wearable ambulatory heart monitoring devices paired with AI-powered analytical tools. It primarily serves healthcare providers and patients across the United States, helping to detect undiagnosed arrhythmias such as atrial fibrillation through convenient long-term heart rhythm tracking that delivers actionable clinical insights.
AAMI vs IRTC — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $172.2M | $208.9M |
| Net Profit | $34.7M | $5.6M |
| Gross Margin | — | 70.9% |
| Operating Margin | 33.3% | 1.1% |
| Net Margin | 20.2% | 2.7% |
| Revenue YoY | 2.6% | 27.1% |
| Net Profit YoY | -18.4% | 518.5% |
| EPS (diluted) | $0.97 | $0.18 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $172.2M | $208.9M | ||
| Q3 25 | $144.2M | $192.9M | ||
| Q2 25 | $127.4M | $186.7M | ||
| Q1 25 | $119.9M | $158.7M | ||
| Q4 24 | $167.8M | $164.3M | ||
| Q3 24 | $123.1M | $147.5M | ||
| Q2 24 | $109.0M | $148.0M | ||
| Q1 24 | $105.7M | $131.9M |
| Q4 25 | $34.7M | $5.6M | ||
| Q3 25 | $15.1M | $-5.2M | ||
| Q2 25 | $10.1M | $-14.2M | ||
| Q1 25 | $20.1M | $-30.7M | ||
| Q4 24 | $42.5M | $-1.3M | ||
| Q3 24 | $16.9M | $-46.2M | ||
| Q2 24 | $11.0M | $-20.1M | ||
| Q1 24 | $14.6M | $-45.7M |
| Q4 25 | — | 70.9% | ||
| Q3 25 | — | 71.1% | ||
| Q2 25 | — | 71.2% | ||
| Q1 25 | — | 68.8% | ||
| Q4 24 | — | 70.0% | ||
| Q3 24 | — | 68.8% | ||
| Q2 24 | — | 69.9% | ||
| Q1 24 | — | 66.3% |
| Q4 25 | 33.3% | 1.1% | ||
| Q3 25 | 18.4% | -4.4% | ||
| Q2 25 | 12.7% | -10.0% | ||
| Q1 25 | 26.6% | -20.5% | ||
| Q4 24 | 38.7% | -2.5% | ||
| Q3 24 | 21.9% | -34.1% | ||
| Q2 24 | 18.9% | -15.5% | ||
| Q1 24 | 21.7% | -28.9% |
| Q4 25 | 20.2% | 2.7% | ||
| Q3 25 | 10.5% | -2.7% | ||
| Q2 25 | 7.9% | -7.6% | ||
| Q1 25 | 16.8% | -19.3% | ||
| Q4 24 | 25.3% | -0.8% | ||
| Q3 24 | 13.7% | -31.3% | ||
| Q2 24 | 10.1% | -13.6% | ||
| Q1 24 | 13.8% | -34.6% |
| Q4 25 | $0.97 | $0.18 | ||
| Q3 25 | $0.42 | $-0.16 | ||
| Q2 25 | $0.28 | $-0.44 | ||
| Q1 25 | $0.54 | $-0.97 | ||
| Q4 24 | $1.11 | $-0.03 | ||
| Q3 24 | $0.45 | $-1.48 | ||
| Q2 24 | $0.29 | $-0.65 | ||
| Q1 24 | $0.37 | $-1.47 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $583.8M |
| Total DebtLower is stronger | $200.0M | — |
| Stockholders' EquityBook value | — | $152.7M |
| Total Assets | $677.0M | $1.0B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $583.8M | ||
| Q3 25 | — | $565.2M | ||
| Q2 25 | — | $545.5M | ||
| Q1 25 | — | $520.6M | ||
| Q4 24 | — | $535.6M | ||
| Q3 24 | — | $522.0M | ||
| Q2 24 | — | $561.5M | ||
| Q1 24 | — | $569.1M |
| Q4 25 | $200.0M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $275.0M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | — | $152.7M | ||
| Q3 25 | — | $121.9M | ||
| Q2 25 | — | $103.7M | ||
| Q1 25 | — | $86.7M | ||
| Q4 24 | — | $90.9M | ||
| Q3 24 | — | $71.8M | ||
| Q2 24 | — | $99.2M | ||
| Q1 24 | — | $90.3M |
| Q4 25 | $677.0M | $1.0B | ||
| Q3 25 | $751.4M | $995.2M | ||
| Q2 25 | $672.3M | $964.0M | ||
| Q1 25 | $677.3M | $926.1M | ||
| Q4 24 | $703.2M | $931.4M | ||
| Q3 24 | $555.2M | $909.7M | ||
| Q2 24 | $533.1M | $919.2M | ||
| Q1 24 | $544.9M | $909.8M |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $-2.4M | $26.2M |
| Free Cash FlowOCF − Capex | — | $14.5M |
| FCF MarginFCF / Revenue | — | 6.9% |
| Capex IntensityCapex / Revenue | — | 5.6% |
| Cash ConversionOCF / Net Profit | -0.07× | 4.70× |
| TTM Free Cash FlowTrailing 4 quarters | — | $34.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-2.4M | $26.2M | ||
| Q3 25 | $-23.9M | $34.9M | ||
| Q2 25 | $61.6M | $27.7M | ||
| Q1 25 | $-48.8M | $-7.9M | ||
| Q4 24 | $55.8M | $19.2M | ||
| Q3 24 | $69.6M | $24.3M | ||
| Q2 24 | $45.7M | $11.8M | ||
| Q1 24 | $-40.4M | $-52.0M |
| Q4 25 | — | $14.5M | ||
| Q3 25 | — | $20.1M | ||
| Q2 25 | — | $17.3M | ||
| Q1 25 | — | $-17.3M | ||
| Q4 24 | — | $12.4M | ||
| Q3 24 | — | $15.5M | ||
| Q2 24 | — | $3.4M | ||
| Q1 24 | — | $-61.8M |
| Q4 25 | — | 6.9% | ||
| Q3 25 | — | 10.4% | ||
| Q2 25 | — | 9.3% | ||
| Q1 25 | — | -10.9% | ||
| Q4 24 | — | 7.5% | ||
| Q3 24 | — | 10.5% | ||
| Q2 24 | — | 2.3% | ||
| Q1 24 | — | -46.8% |
| Q4 25 | — | 5.6% | ||
| Q3 25 | — | 7.7% | ||
| Q2 25 | — | 5.6% | ||
| Q1 25 | — | 5.9% | ||
| Q4 24 | — | 4.2% | ||
| Q3 24 | — | 6.0% | ||
| Q2 24 | — | 5.7% | ||
| Q1 24 | — | 7.4% |
| Q4 25 | -0.07× | 4.70× | ||
| Q3 25 | -1.58× | — | ||
| Q2 25 | 6.10× | — | ||
| Q1 25 | -2.43× | — | ||
| Q4 24 | 1.31× | — | ||
| Q3 24 | 4.12× | — | ||
| Q2 24 | 4.15× | — | ||
| Q1 24 | -2.77× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AAMI
Segment breakdown not available.
IRTC
| Commercial Payors | $111.7M | 53% |
| Centers For Medicare And Medicaid | $49.2M | 24% |
| Healthcare Institutions | $34.3M | 16% |
| Non Contracted Third Party Payors | $13.7M | 7% |
