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Side-by-side financial comparison of Acadia Healthcare Company, Inc. (ACHC) and Corpay (CPAY). Click either name above to swap in a different company.
Corpay is the larger business by last-quarter revenue ($1.2B vs $821.5M, roughly 1.5× Acadia Healthcare Company, Inc.). Corpay runs the higher net margin — 21.2% vs -143.3%, a 164.5% gap on every dollar of revenue. On growth, Corpay posted the faster year-over-year revenue change (20.7% vs 6.1%). Corpay produced more free cash flow last quarter ($760.3M vs $-179.5M). Over the past eight quarters, Corpay's revenue compounded faster (15.5% CAGR vs 3.4%).
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.
Corpay, Inc., headquartered in Atlanta, Georgia, provides payments and spend management systems and services that control expense-related purchasing and payment processes. The company focuses on vehicle-related expenses, lodging expenses, and corporate payments.
ACHC vs CPAY — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $821.5M | $1.2B |
| Net Profit | $-1.2B | $264.5M |
| Gross Margin | — | — |
| Operating Margin | -142.4% | 45.2% |
| Net Margin | -143.3% | 21.2% |
| Revenue YoY | 6.1% | 20.7% |
| Net Profit YoY | -3710.4% | 7.5% |
| EPS (diluted) | $-12.98 | $3.74 |
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 | $821.5M | $1.2B | ||
| Q3 25 | $851.6M | $1.2B | ||
| Q2 25 | $869.2M | $1.1B | ||
| Q1 25 | $770.5M | $1.0B | ||
| Q4 24 | $774.2M | $1.0B | ||
| Q3 24 | $815.6M | $1.0B | ||
| Q2 24 | $796.0M | $975.7M | ||
| Q1 24 | $768.1M | $935.3M |
| Q4 25 | $-1.2B | $264.5M | ||
| Q3 25 | $36.2M | $277.9M | ||
| Q2 25 | $30.1M | $284.2M | ||
| Q1 25 | $8.4M | $243.2M | ||
| Q4 24 | $32.6M | $246.0M | ||
| Q3 24 | $68.1M | $276.4M | ||
| Q2 24 | $78.5M | $251.6M | ||
| Q1 24 | $76.4M | $229.8M |
| Q4 25 | -142.4% | 45.2% | ||
| Q3 25 | 4.7% | 44.6% | ||
| Q2 25 | 5.8% | 43.5% | ||
| Q1 25 | 1.7% | 42.5% | ||
| Q4 24 | 4.9% | 47.2% | ||
| Q3 24 | 12.1% | 45.5% | ||
| Q2 24 | 13.4% | 44.4% | ||
| Q1 24 | 12.9% | 42.5% |
| Q4 25 | -143.3% | 21.2% | ||
| Q3 25 | 4.3% | 23.7% | ||
| Q2 25 | 3.5% | 25.8% | ||
| Q1 25 | 1.1% | 24.2% | ||
| Q4 24 | 4.2% | 23.8% | ||
| Q3 24 | 8.4% | 26.9% | ||
| Q2 24 | 9.9% | 25.8% | ||
| Q1 24 | 9.9% | 24.6% |
| Q4 25 | $-12.98 | $3.74 | ||
| Q3 25 | $0.40 | $3.91 | ||
| Q2 25 | $0.33 | $3.98 | ||
| Q1 25 | $0.09 | $3.40 | ||
| Q4 24 | $0.36 | $3.43 | ||
| Q3 24 | $0.74 | $3.90 | ||
| Q2 24 | $0.85 | $3.52 | ||
| Q1 24 | $0.83 | $3.12 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $133.2M | $2.4B |
| Total DebtLower is stronger | $2.5B | $10.0B |
| Stockholders' EquityBook value | $1.9B | $3.9B |
| Total Assets | $5.5B | $26.4B |
| Debt / EquityLower = less leverage | 1.28× | 2.58× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $133.2M | $2.4B | ||
| Q3 25 | $118.7M | $2.0B | ||
| Q2 25 | $131.4M | $2.2B | ||
| Q1 25 | $91.2M | $1.6B | ||
| Q4 24 | $76.3M | $1.6B | ||
| Q3 24 | $82.1M | $1.3B | ||
| Q2 24 | $77.2M | $1.4B | ||
| Q1 24 | $77.3M | $1.3B |
| Q4 25 | $2.5B | $10.0B | ||
| Q3 25 | $2.3B | $8.1B | ||
| Q2 25 | $2.3B | $8.1B | ||
| Q1 25 | $2.2B | $8.2B | ||
| Q4 24 | $2.0B | $8.0B | ||
| Q3 24 | $1.9B | — | ||
| Q2 24 | $1.8B | — | ||
| Q1 24 | $1.9B | — |
| Q4 25 | $1.9B | $3.9B | ||
| Q3 25 | $3.1B | $4.1B | ||
| Q2 25 | $3.1B | $3.9B | ||
| Q1 25 | $3.0B | $3.5B | ||
| Q4 24 | $3.1B | $3.1B | ||
| Q3 24 | $3.0B | $3.1B | ||
| Q2 24 | $3.0B | $2.8B | ||
| Q1 24 | $2.9B | $3.3B |
| Q4 25 | $5.5B | $26.4B | ||
| Q3 25 | $6.4B | $19.7B | ||
| Q2 25 | $6.3B | $20.4B | ||
| Q1 25 | $6.1B | $18.5B | ||
| Q4 24 | $6.0B | $18.0B | ||
| Q3 24 | $5.9B | $17.6B | ||
| Q2 24 | $5.7B | $16.2B | ||
| Q1 24 | $5.5B | $15.8B |
| Q4 25 | 1.28× | 2.58× | ||
| Q3 25 | 0.74× | 1.99× | ||
| Q2 25 | 0.74× | 2.07× | ||
| Q1 25 | 0.72× | 2.37× | ||
| Q4 24 | 0.64× | 2.56× | ||
| Q3 24 | 0.62× | — | ||
| Q2 24 | 0.62× | — | ||
| Q1 24 | 0.65× | — |
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 | $-86.3M | $812.7M |
| Free Cash FlowOCF − Capex | $-179.5M | $760.3M |
| FCF MarginFCF / Revenue | -21.8% | 60.9% |
| Capex IntensityCapex / Revenue | 11.3% | 4.2% |
| Cash ConversionOCF / Net Profit | — | 3.07× |
| TTM Free Cash FlowTrailing 4 quarters | $-439.9M | $1.3B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-86.3M | $812.7M | ||
| Q3 25 | $73.2M | $-378.9M | ||
| Q2 25 | $133.5M | $1.1B | ||
| Q1 25 | $11.5M | $-74.2M | ||
| Q4 24 | $116.7M | $648.7M | ||
| Q3 24 | $163.1M | $400.8M | ||
| Q2 24 | $171.1M | $540.9M | ||
| Q1 24 | $-321.3M | $350.2M |
| Q4 25 | $-179.5M | $760.3M | ||
| Q3 25 | $-63.0M | $-429.8M | ||
| Q2 25 | $-34.2M | $1.1B | ||
| Q1 25 | $-163.2M | $-118.9M | ||
| Q4 24 | $-86.8M | $604.6M | ||
| Q3 24 | $-27.1M | $355.0M | ||
| Q2 24 | $16.9M | $496.8M | ||
| Q1 24 | $-463.7M | $309.0M |
| Q4 25 | -21.8% | 60.9% | ||
| Q3 25 | -7.4% | -36.7% | ||
| Q2 25 | -3.9% | 98.7% | ||
| Q1 25 | -21.2% | -11.8% | ||
| Q4 24 | -11.2% | 58.4% | ||
| Q3 24 | -3.3% | 34.5% | ||
| Q2 24 | 2.1% | 50.9% | ||
| Q1 24 | -60.4% | 33.0% |
| Q4 25 | 11.3% | 4.2% | ||
| Q3 25 | 16.0% | 4.3% | ||
| Q2 25 | 19.3% | 4.8% | ||
| Q1 25 | 22.7% | 4.5% | ||
| Q4 24 | 26.3% | 4.3% | ||
| Q3 24 | 23.3% | 4.4% | ||
| Q2 24 | 19.4% | 4.5% | ||
| Q1 24 | 18.5% | 4.4% |
| Q4 25 | — | 3.07× | ||
| Q3 25 | 2.02× | -1.36× | ||
| Q2 25 | 4.43× | 4.01× | ||
| Q1 25 | 1.37× | -0.30× | ||
| Q4 24 | 3.58× | 2.64× | ||
| Q3 24 | 2.39× | 1.45× | ||
| Q2 24 | 2.18× | 2.15× | ||
| Q1 24 | -4.21× | 1.52× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ACHC
| Acute Inpatient Psychiatric Facilities | $451.2M | 55% |
| Comprehensive Treatment Centers | $144.2M | 18% |
| Medicare | $113.7M | 14% |
| Residential Treatment Centers | $89.7M | 11% |
| Self Payor | $16.1M | 2% |
| Other Payor | $10.7M | 1% |
CPAY
| Vehicle Payments | $572.9M | 46% |
| Corporate Payments | $480.8M | 39% |
| Lodging Payments | $112.5M | 9% |
| Other Operating Segments | $82.1M | 7% |
