vs
Side-by-side financial comparison of ADVANCE AUTO PARTS INC (AAP) and SELECT MEDICAL HOLDINGS CORP (SEM). Click either name above to swap in a different company.
ADVANCE AUTO PARTS INC is the larger business by last-quarter revenue ($2.0B vs $1.4B, roughly 1.4× SELECT MEDICAL HOLDINGS CORP). SELECT MEDICAL HOLDINGS CORP runs the higher net margin — 1.4% vs 0.3%, a 1.1% gap on every dollar of revenue. On growth, ADVANCE AUTO PARTS INC posted the faster year-over-year revenue change (130.1% vs 6.4%). SELECT MEDICAL HOLDINGS CORP produced more free cash flow last quarter ($5.2M vs $-21.0M). Over the past eight quarters, SELECT MEDICAL HOLDINGS CORP's revenue compounded faster (2.8% CAGR vs -15.7%).
Advance Auto Parts, Inc. is an American automotive aftermarket parts provider. Headquartered in Raleigh, North Carolina, it serves professional installer and do it yourself (DIY) customers.
Select Medical is a healthcare company based in Pennsylvania. It owns long-term acute care and inpatient rehabilitation hospitals, as well as occupational health and physical therapy clinics. Select Medical is a subsidiary of Select Medical Holdings, which is listed on the New York Stock Exchange.
AAP vs SEM — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $2.0B | $1.4B |
| Net Profit | $6.0M | $20.2M |
| Gross Margin | 44.1% | — |
| Operating Margin | 2.2% | 4.6% |
| Net Margin | 0.3% | 1.4% |
| Revenue YoY | 130.1% | 6.4% |
| Net Profit YoY | 101.4% | 225.7% |
| EPS (diluted) | $0.10 | $0.17 |
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.
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $1.4B | ||
| Q3 25 | $2.0B | $1.4B | ||
| Q2 25 | $2.6B | $1.3B | ||
| Q1 25 | — | $1.4B | ||
| Q4 24 | $2.1B | $1.3B | ||
| Q3 24 | $2.2B | $1.3B | ||
| Q2 24 | $2.8B | $1.3B |
| Q1 26 | $6.0M | — | ||
| Q4 25 | $-1.0M | $20.2M | ||
| Q3 25 | $15.0M | $28.8M | ||
| Q2 25 | $24.0M | $40.6M | ||
| Q1 25 | — | $56.7M | ||
| Q4 24 | $-6.0M | $-16.1M | ||
| Q3 24 | $45.0M | $55.6M | ||
| Q2 24 | $40.0M | $77.6M |
| Q1 26 | 44.1% | — | ||
| Q4 25 | 43.3% | — | ||
| Q3 25 | 43.5% | — | ||
| Q2 25 | 42.9% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 42.3% | — | ||
| Q3 24 | 43.6% | — | ||
| Q2 24 | 43.4% | — |
| Q1 26 | 2.2% | — | ||
| Q4 25 | 1.1% | 4.6% | ||
| Q3 25 | 1.1% | 5.4% | ||
| Q2 25 | -5.1% | 6.5% | ||
| Q1 25 | — | 8.3% | ||
| Q4 24 | — | 1.6% | ||
| Q3 24 | 2.5% | 4.3% | ||
| Q2 24 | 1.9% | 5.8% |
| Q1 26 | 0.3% | — | ||
| Q4 25 | -0.0% | 1.4% | ||
| Q3 25 | 0.7% | 2.1% | ||
| Q2 25 | 0.9% | 3.0% | ||
| Q1 25 | — | 4.2% | ||
| Q4 24 | -0.3% | -1.2% | ||
| Q3 24 | 2.1% | 4.4% | ||
| Q2 24 | 1.4% | 6.1% |
| Q1 26 | $0.10 | — | ||
| Q4 25 | $-0.02 | $0.17 | ||
| Q3 25 | $0.25 | $0.23 | ||
| Q2 25 | $0.40 | $0.32 | ||
| Q1 25 | — | $0.44 | ||
| Q4 24 | $-0.10 | $-0.12 | ||
| Q3 24 | $0.75 | $0.43 | ||
| Q2 24 | $0.67 | $0.60 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $3.1B | $26.5M |
| Total DebtLower is stronger | $3.4B | $1.8B |
| Stockholders' EquityBook value | $2.2B | $1.7B |
| Total Assets | $11.8B | $5.9B |
| Debt / EquityLower = less leverage | 1.55× | 1.06× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $3.1B | — | ||
| Q4 25 | $3.2B | $26.5M | ||
| Q3 25 | $1.7B | $60.1M | ||
| Q2 25 | $1.7B | $52.3M | ||
| Q1 25 | — | $53.2M | ||
| Q4 24 | $464.5M | $59.7M | ||
| Q3 24 | $479.4M | $191.5M | ||
| Q2 24 | $451.0M | $111.2M |
| Q1 26 | $3.4B | — | ||
| Q4 25 | $3.4B | $1.8B | ||
| Q3 25 | $1.8B | $1.7B | ||
| Q2 25 | $1.8B | $1.8B | ||
| Q1 25 | — | $1.8B | ||
| Q4 24 | $1.8B | $1.7B | ||
| Q3 24 | $1.8B | $3.1B | ||
| Q2 24 | $1.8B | $3.6B |
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.2B | $1.7B | ||
| Q3 25 | $2.2B | $1.7B | ||
| Q2 25 | $2.2B | $1.7B | ||
| Q1 25 | — | $1.7B | ||
| Q4 24 | $2.6B | $1.7B | ||
| Q3 24 | $2.6B | $1.9B | ||
| Q2 24 | $2.6B | $1.4B |
| Q1 26 | $11.8B | — | ||
| Q4 25 | $12.1B | $5.9B | ||
| Q3 25 | $10.5B | $5.7B | ||
| Q2 25 | $10.6B | $5.7B | ||
| Q1 25 | — | $5.7B | ||
| Q4 24 | $12.5B | $5.6B | ||
| Q3 24 | $12.3B | $8.0B | ||
| Q2 24 | $12.2B | $7.9B |
| Q1 26 | 1.55× | — | ||
| Q4 25 | 1.55× | 1.06× | ||
| Q3 25 | 0.81× | 1.03× | ||
| Q2 25 | 0.81× | 1.10× | ||
| Q1 25 | — | 1.03× | ||
| Q4 24 | 0.69× | 1.01× | ||
| Q3 24 | 0.69× | 1.62× | ||
| Q2 24 | 0.70× | 2.54× |
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 | $72.0M | $64.3M |
| Free Cash FlowOCF − Capex | $-21.0M | $5.2M |
| FCF MarginFCF / Revenue | -1.1% | 0.4% |
| Capex IntensityCapex / Revenue | 4.7% | 4.2% |
| Cash ConversionOCF / Net Profit | 12.00× | 3.19× |
| TTM Free Cash FlowTrailing 4 quarters | $-298.0M | $117.2M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $72.0M | — | ||
| Q4 25 | $-12.0M | $64.3M | ||
| Q3 25 | $50.0M | $175.3M | ||
| Q2 25 | $-156.0M | $110.3M | ||
| Q1 25 | — | $-3.5M | ||
| Q4 24 | $70.0M | $125.4M | ||
| Q3 24 | $85.0M | $181.0M | ||
| Q2 24 | $3.0M | $278.2M |
| Q1 26 | $-21.0M | — | ||
| Q4 25 | $-76.0M | $5.2M | ||
| Q3 25 | $-3.0M | $122.2M | ||
| Q2 25 | $-198.0M | $45.6M | ||
| Q1 25 | — | $-55.8M | ||
| Q4 24 | $27.0M | $62.0M | ||
| Q3 24 | $44.0M | $130.3M | ||
| Q2 24 | $-43.0M | $222.6M |
| Q1 26 | -1.1% | — | ||
| Q4 25 | -3.7% | 0.4% | ||
| Q3 25 | -0.1% | 9.0% | ||
| Q2 25 | -7.7% | 3.4% | ||
| Q1 25 | — | -4.1% | ||
| Q4 24 | 1.3% | 4.7% | ||
| Q3 24 | 2.0% | 10.2% | ||
| Q2 24 | -1.6% | 17.4% |
| Q1 26 | 4.7% | — | ||
| Q4 25 | 3.1% | 4.2% | ||
| Q3 25 | 2.6% | 3.9% | ||
| Q2 25 | 1.6% | 4.8% | ||
| Q1 25 | — | 3.9% | ||
| Q4 24 | 2.0% | 4.8% | ||
| Q3 24 | 1.9% | 4.0% | ||
| Q2 24 | 1.7% | 4.3% |
| Q1 26 | 12.00× | — | ||
| Q4 25 | — | 3.19× | ||
| Q3 25 | 3.33× | 6.09× | ||
| Q2 25 | -6.50× | 2.72× | ||
| Q1 25 | — | -0.06× | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.89× | 3.25× | ||
| Q2 24 | 0.07× | 3.59× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AAP
Segment breakdown not available.
SEM
| Critical Illness Recovery Hospitals | $629.7M | 45% |
| Health Care Patient Service Non Medicare | $428.6M | 31% |
| Rehabilitation Hospitals | $339.2M | 24% |
