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Side-by-side financial comparison of Acadia Healthcare Company, Inc. (ACHC) and COMMERCE BANCSHARES INC (CBSH). Click either name above to swap in a different company.
Acadia Healthcare Company, Inc. is the larger business by last-quarter revenue ($829.0M vs $475.7M, roughly 1.7× COMMERCE BANCSHARES INC). COMMERCE BANCSHARES INC runs the higher net margin — 29.8% vs 0.5%, a 29.2% gap on every dollar of revenue. On growth, COMMERCE BANCSHARES INC posted the faster year-over-year revenue change (11.1% vs 7.5%). Over the past eight quarters, COMMERCE BANCSHARES INC's revenue compounded faster (7.1% CAGR vs 2.0%).
Acadia Healthcare Company, Inc. is an American provider of for-profit behavioral healthcare services. It operates a network of over 225 facilities across the United States and Puerto Rico.
Commerce Bancshares, Inc. is a regional bank holding company headquartered in Missouri, with principal offices in Kansas City and St. Louis. It is the corporate parent of Commerce Bank, which offers a diversified line of financial services, including business and personal banking, wealth management and investments through its affiliated companies.
ACHC vs CBSH — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $829.0M | $475.7M |
| Net Profit | $4.5M | $141.6M |
| Gross Margin | — | — |
| Operating Margin | — | — |
| Net Margin | 0.5% | 29.8% |
| Revenue YoY | 7.5% | 11.1% |
| Net Profit YoY | -50.8% | 10.5% |
| EPS (diluted) | $0.05 | $0.96 |
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 | $829.0M | $475.7M | ||
| Q4 25 | $821.5M | $449.4M | ||
| Q3 25 | $851.6M | $441.0M | ||
| Q2 25 | $869.2M | $445.8M | ||
| Q1 25 | $770.5M | $428.1M | ||
| Q4 24 | $774.2M | $422.1M | ||
| Q3 24 | $815.6M | $421.4M | ||
| Q2 24 | $796.0M | $414.5M |
| Q1 26 | $4.5M | $141.6M | ||
| Q4 25 | $-1.2B | $140.7M | ||
| Q3 25 | $36.2M | $141.5M | ||
| Q2 25 | $30.1M | $152.5M | ||
| Q1 25 | $8.4M | $131.6M | ||
| Q4 24 | $32.6M | $136.1M | ||
| Q3 24 | $68.1M | $138.0M | ||
| Q2 24 | $78.5M | $139.6M |
| Q1 26 | — | — | ||
| Q4 25 | -142.4% | 40.8% | ||
| Q3 25 | 4.7% | 41.9% | ||
| Q2 25 | 5.8% | 44.0% | ||
| Q1 25 | 1.7% | 39.2% | ||
| Q4 24 | 4.9% | 41.2% | ||
| Q3 24 | 12.1% | 42.4% | ||
| Q2 24 | 13.4% | 43.4% |
| Q1 26 | 0.5% | 29.8% | ||
| Q4 25 | -143.3% | 31.3% | ||
| Q3 25 | 4.3% | 32.1% | ||
| Q2 25 | 3.5% | 34.2% | ||
| Q1 25 | 1.1% | 30.7% | ||
| Q4 24 | 4.2% | 32.2% | ||
| Q3 24 | 8.4% | 32.8% | ||
| Q2 24 | 9.9% | 33.7% |
| Q1 26 | $0.05 | $0.96 | ||
| Q4 25 | $-12.98 | $0.86 | ||
| Q3 25 | $0.40 | $1.06 | ||
| Q2 25 | $0.33 | $1.14 | ||
| Q1 25 | $0.09 | $0.98 | ||
| Q4 24 | $0.36 | $0.83 | ||
| Q3 24 | $0.74 | $1.01 | ||
| Q2 24 | $0.85 | $1.03 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $158.5M | — |
| Total DebtLower is stronger | $2.5B | — |
| Stockholders' EquityBook value | $2.0B | $4.3B |
| Total Assets | $5.5B | $35.7B |
| Debt / EquityLower = less leverage | 1.29× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $158.5M | — | ||
| Q4 25 | $133.2M | — | ||
| Q3 25 | $118.7M | — | ||
| Q2 25 | $131.4M | — | ||
| Q1 25 | $91.2M | — | ||
| Q4 24 | $76.3M | — | ||
| Q3 24 | $82.1M | — | ||
| Q2 24 | $77.2M | — |
| Q1 26 | $2.5B | — | ||
| Q4 25 | $2.5B | — | ||
| Q3 25 | $2.3B | — | ||
| Q2 25 | $2.3B | — | ||
| Q1 25 | $2.2B | — | ||
| Q4 24 | $2.0B | — | ||
| Q3 24 | $1.9B | — | ||
| Q2 24 | $1.8B | — |
| Q1 26 | $2.0B | $4.3B | ||
| Q4 25 | $1.9B | $3.8B | ||
| Q3 25 | $3.1B | $3.8B | ||
| Q2 25 | $3.1B | $3.6B | ||
| Q1 25 | $3.0B | $3.5B | ||
| Q4 24 | $3.1B | $3.3B | ||
| Q3 24 | $3.0B | $3.4B | ||
| Q2 24 | $3.0B | $3.1B |
| Q1 26 | $5.5B | $35.7B | ||
| Q4 25 | $5.5B | $32.9B | ||
| Q3 25 | $6.4B | $32.3B | ||
| Q2 25 | $6.3B | $32.3B | ||
| Q1 25 | $6.1B | $32.4B | ||
| Q4 24 | $6.0B | $32.0B | ||
| Q3 24 | $5.9B | $31.5B | ||
| Q2 24 | $5.7B | $30.6B |
| Q1 26 | 1.29× | — | ||
| Q4 25 | 1.28× | — | ||
| Q3 25 | 0.74× | — | ||
| Q2 25 | 0.74× | — | ||
| Q1 25 | 0.72× | — | ||
| Q4 24 | 0.64× | — | ||
| Q3 24 | 0.62× | — | ||
| Q2 24 | 0.62× | — |
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 | $61.5M | — |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | 13.78× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $61.5M | — | ||
| Q4 25 | $-86.3M | $645.1M | ||
| Q3 25 | $73.2M | $129.0M | ||
| Q2 25 | $133.5M | $111.2M | ||
| Q1 25 | $11.5M | $138.6M | ||
| Q4 24 | $116.7M | $577.9M | ||
| Q3 24 | $163.1M | $431.7M | ||
| Q2 24 | $171.1M | $147.4M |
| Q1 26 | — | — | ||
| Q4 25 | $-179.5M | $592.4M | ||
| Q3 25 | $-63.0M | $113.3M | ||
| Q2 25 | $-34.2M | $100.5M | ||
| Q1 25 | $-163.2M | $126.0M | ||
| Q4 24 | $-86.8M | $531.7M | ||
| Q3 24 | $-27.1M | $419.1M | ||
| Q2 24 | $16.9M | $138.9M |
| Q1 26 | — | — | ||
| Q4 25 | -21.8% | 131.8% | ||
| Q3 25 | -7.4% | 25.7% | ||
| Q2 25 | -3.9% | 22.5% | ||
| Q1 25 | -21.2% | 29.4% | ||
| Q4 24 | -11.2% | 126.0% | ||
| Q3 24 | -3.3% | 99.5% | ||
| Q2 24 | 2.1% | 33.5% |
| Q1 26 | — | — | ||
| Q4 25 | 11.3% | 11.7% | ||
| Q3 25 | 16.0% | 3.6% | ||
| Q2 25 | 19.3% | 2.4% | ||
| Q1 25 | 22.7% | 2.9% | ||
| Q4 24 | 26.3% | 10.9% | ||
| Q3 24 | 23.3% | 3.0% | ||
| Q2 24 | 19.4% | 2.1% |
| Q1 26 | 13.78× | — | ||
| Q4 25 | — | 4.59× | ||
| Q3 25 | 2.02× | 0.91× | ||
| Q2 25 | 4.43× | 0.73× | ||
| Q1 25 | 1.37× | 1.05× | ||
| Q4 24 | 3.58× | 4.25× | ||
| Q3 24 | 2.39× | 3.13× | ||
| Q2 24 | 2.18× | 1.06× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ACHC
| Acute Inpatient Psychiatric Facilities | $471.0M | 57% |
| Other | $140.0M | 17% |
| Specialty Treatment Facilities | $128.0M | 15% |
| Residential Treatment Facilities | $90.0M | 11% |
CBSH
Segment breakdown not available.
