vs
Side-by-side financial comparison of Acadia Healthcare Company, Inc. (ACHC) and Cloudflare, Inc. (NET). 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 $614.5M, roughly 1.3× Cloudflare, Inc.). Acadia Healthcare Company, Inc. runs the higher net margin — 0.5% vs -2.0%, a 2.5% gap on every dollar of revenue. On growth, Cloudflare, Inc. posted the faster year-over-year revenue change (33.6% vs 7.5%). Over the past eight quarters, Cloudflare, Inc.'s revenue compounded faster (27.4% 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.
Cloudflare, Inc. is an American technology company headquartered in San Francisco, California, that provides a range of internet services, including content delivery network (CDN) services, cloud cybersecurity, DDoS mitigation, and ICANN-accredited domain registration. The company's services act primarily as a reverse proxy between website visitors and a customer's hosting provider, improving performance and protecting against malicious traffic.
ACHC vs NET — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $829.0M | $614.5M |
| Net Profit | $4.5M | $-12.1M |
| Gross Margin | — | 73.6% |
| Operating Margin | — | -8.0% |
| Net Margin | 0.5% | -2.0% |
| Revenue YoY | 7.5% | 33.6% |
| Net Profit YoY | -50.8% | 6.0% |
| EPS (diluted) | $0.05 | $-0.03 |
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 | — | ||
| Q4 25 | $821.5M | $614.5M | ||
| Q3 25 | $851.6M | $562.0M | ||
| Q2 25 | $869.2M | $512.3M | ||
| Q1 25 | $770.5M | $479.1M | ||
| Q4 24 | $774.2M | $459.9M | ||
| Q3 24 | $815.6M | $430.1M | ||
| Q2 24 | $796.0M | $401.0M |
| Q1 26 | $4.5M | — | ||
| Q4 25 | $-1.2B | $-12.1M | ||
| Q3 25 | $36.2M | $-1.3M | ||
| Q2 25 | $30.1M | $-50.4M | ||
| Q1 25 | $8.4M | $-38.5M | ||
| Q4 24 | $32.6M | $-12.8M | ||
| Q3 24 | $68.1M | $-15.3M | ||
| Q2 24 | $78.5M | $-15.1M |
| Q1 26 | — | — | ||
| Q4 25 | — | 73.6% | ||
| Q3 25 | — | 74.0% | ||
| Q2 25 | — | 74.9% | ||
| Q1 25 | — | 75.9% | ||
| Q4 24 | — | 76.4% | ||
| Q3 24 | — | 77.7% | ||
| Q2 24 | — | 77.8% |
| Q1 26 | — | — | ||
| Q4 25 | -142.4% | -8.0% | ||
| Q3 25 | 4.7% | -6.7% | ||
| Q2 25 | 5.8% | -13.1% | ||
| Q1 25 | 1.7% | -11.1% | ||
| Q4 24 | 4.9% | -7.5% | ||
| Q3 24 | 12.1% | -7.2% | ||
| Q2 24 | 13.4% | -8.7% |
| Q1 26 | 0.5% | — | ||
| Q4 25 | -143.3% | -2.0% | ||
| Q3 25 | 4.3% | -0.2% | ||
| Q2 25 | 3.5% | -9.8% | ||
| Q1 25 | 1.1% | -8.0% | ||
| Q4 24 | 4.2% | -2.8% | ||
| Q3 24 | 8.4% | -3.6% | ||
| Q2 24 | 9.9% | -3.8% |
| Q1 26 | $0.05 | — | ||
| Q4 25 | $-12.98 | $-0.03 | ||
| Q3 25 | $0.40 | $0.00 | ||
| Q2 25 | $0.33 | $-0.15 | ||
| Q1 25 | $0.09 | $-0.11 | ||
| Q4 24 | $0.36 | $-0.05 | ||
| Q3 24 | $0.74 | $-0.04 | ||
| Q2 24 | $0.85 | $-0.04 |
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 | $943.5M |
| Total DebtLower is stronger | $2.5B | — |
| Stockholders' EquityBook value | $2.0B | $1.5B |
| Total Assets | $5.5B | $6.0B |
| Debt / EquityLower = less leverage | 1.29× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $158.5M | — | ||
| Q4 25 | $133.2M | $943.5M | ||
| Q3 25 | $118.7M | $1.1B | ||
| Q2 25 | $131.4M | $1.5B | ||
| Q1 25 | $91.2M | $204.5M | ||
| Q4 24 | $76.3M | $147.7M | ||
| Q3 24 | $82.1M | $182.9M | ||
| Q2 24 | $77.2M | $157.0M |
| 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 | — | ||
| Q4 25 | $1.9B | $1.5B | ||
| Q3 25 | $3.1B | $1.3B | ||
| Q2 25 | $3.1B | $1.2B | ||
| Q1 25 | $3.0B | $1.4B | ||
| Q4 24 | $3.1B | $1.0B | ||
| Q3 24 | $3.0B | $973.1M | ||
| Q2 24 | $3.0B | $881.5M |
| Q1 26 | $5.5B | — | ||
| Q4 25 | $5.5B | $6.0B | ||
| Q3 25 | $6.4B | $5.8B | ||
| Q2 25 | $6.3B | $5.6B | ||
| Q1 25 | $6.1B | $3.7B | ||
| Q4 24 | $6.0B | $3.3B | ||
| Q3 24 | $5.9B | $3.1B | ||
| Q2 24 | $5.7B | $2.9B |
| 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 | $190.4M |
| Free Cash FlowOCF − Capex | — | $105.2M |
| FCF MarginFCF / Revenue | — | 17.1% |
| Capex IntensityCapex / Revenue | — | 13.9% |
| Cash ConversionOCF / Net Profit | 13.78× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $287.5M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $61.5M | — | ||
| Q4 25 | $-86.3M | $190.4M | ||
| Q3 25 | $73.2M | $167.1M | ||
| Q2 25 | $133.5M | $99.8M | ||
| Q1 25 | $11.5M | $145.8M | ||
| Q4 24 | $116.7M | $127.3M | ||
| Q3 24 | $163.1M | $104.7M | ||
| Q2 24 | $171.1M | $74.8M |
| Q1 26 | — | — | ||
| Q4 25 | $-179.5M | $105.2M | ||
| Q3 25 | $-63.0M | $82.5M | ||
| Q2 25 | $-34.2M | $39.9M | ||
| Q1 25 | $-163.2M | $59.9M | ||
| Q4 24 | $-86.8M | $54.2M | ||
| Q3 24 | $-27.1M | $54.5M | ||
| Q2 24 | $16.9M | $45.2M |
| Q1 26 | — | — | ||
| Q4 25 | -21.8% | 17.1% | ||
| Q3 25 | -7.4% | 14.7% | ||
| Q2 25 | -3.9% | 7.8% | ||
| Q1 25 | -21.2% | 12.5% | ||
| Q4 24 | -11.2% | 11.8% | ||
| Q3 24 | -3.3% | 12.7% | ||
| Q2 24 | 2.1% | 11.3% |
| Q1 26 | — | — | ||
| Q4 25 | 11.3% | 13.9% | ||
| Q3 25 | 16.0% | 15.1% | ||
| Q2 25 | 19.3% | 11.7% | ||
| Q1 25 | 22.7% | 17.9% | ||
| Q4 24 | 26.3% | 15.9% | ||
| Q3 24 | 23.3% | 11.7% | ||
| Q2 24 | 19.4% | 7.4% |
| Q1 26 | 13.78× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 2.02× | — | ||
| Q2 25 | 4.43× | — | ||
| Q1 25 | 1.37× | — | ||
| Q4 24 | 3.58× | — | ||
| Q3 24 | 2.39× | — | ||
| Q2 24 | 2.18× | — |
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% |
NET
| Sales Channel Directly To Consumer | $438.5M | 71% |
| Sales Channel Through Intermediary | $176.0M | 29% |
