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Side-by-side financial comparison of Acadia Healthcare Company, Inc. (ACHC) and PEGASYSTEMS INC (PEGA). 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 $430.0M, roughly 1.9× PEGASYSTEMS INC). PEGASYSTEMS INC runs the higher net margin — 7.6% vs 0.5%, a 7.1% gap on every dollar of revenue. On growth, Acadia Healthcare Company, Inc. posted the faster year-over-year revenue change (7.5% vs -9.6%). Over the past eight quarters, PEGASYSTEMS INC's revenue compounded faster (10.7% 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.
Pegasystems Inc. (Pega) is a global software company based in Waltham, Massachusetts, in the United States, and founded in 1983. The company has been publicly traded since 1996 as PEGA (NASDAQ). Pega is a low-code platform for workflow automation and generative AI-powered decision-making for businesses.
ACHC vs PEGA — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $829.0M | $430.0M |
| Net Profit | $4.5M | $32.8M |
| Gross Margin | — | 75.2% |
| Operating Margin | — | 8.6% |
| Net Margin | 0.5% | 7.6% |
| Revenue YoY | 7.5% | -9.6% |
| Net Profit YoY | -50.8% | — |
| EPS (diluted) | $0.05 | $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.
| Q1 26 | $829.0M | $430.0M | ||
| Q4 25 | $821.5M | $504.3M | ||
| Q3 25 | $851.6M | $381.4M | ||
| Q2 25 | $869.2M | $384.5M | ||
| Q1 25 | $770.5M | $475.6M | ||
| Q4 24 | $774.2M | $490.8M | ||
| Q3 24 | $815.6M | $325.1M | ||
| Q2 24 | $796.0M | $351.2M |
| Q1 26 | $4.5M | $32.8M | ||
| Q4 25 | $-1.2B | $234.6M | ||
| Q3 25 | $36.2M | $43.4M | ||
| Q2 25 | $30.1M | $30.1M | ||
| Q1 25 | $8.4M | $85.4M | ||
| Q4 24 | $32.6M | $119.1M | ||
| Q3 24 | $68.1M | $-14.4M | ||
| Q2 24 | $78.5M | $6.6M |
| Q1 26 | — | 75.2% | ||
| Q4 25 | — | 79.5% | ||
| Q3 25 | — | 72.2% | ||
| Q2 25 | — | 71.5% | ||
| Q1 25 | — | 78.5% | ||
| Q4 24 | — | 79.1% | ||
| Q3 24 | — | 70.2% | ||
| Q2 24 | — | 72.4% |
| Q1 26 | — | 8.6% | ||
| Q4 25 | -142.4% | 20.7% | ||
| Q3 25 | 4.7% | 3.8% | ||
| Q2 25 | 5.8% | 4.5% | ||
| Q1 25 | 1.7% | 26.7% | ||
| Q4 24 | 4.9% | 29.1% | ||
| Q3 24 | 12.1% | -3.6% | ||
| Q2 24 | 13.4% | 3.7% |
| Q1 26 | 0.5% | 7.6% | ||
| Q4 25 | -143.3% | 46.5% | ||
| Q3 25 | 4.3% | 11.4% | ||
| Q2 25 | 3.5% | 7.8% | ||
| Q1 25 | 1.1% | 18.0% | ||
| Q4 24 | 4.2% | 24.3% | ||
| Q3 24 | 8.4% | -4.4% | ||
| Q2 24 | 9.9% | 1.9% |
| Q1 26 | $0.05 | $0.18 | ||
| Q4 25 | $-12.98 | $0.81 | ||
| Q3 25 | $0.40 | $0.24 | ||
| Q2 25 | $0.33 | $0.17 | ||
| Q1 25 | $0.09 | $0.91 | ||
| Q4 24 | $0.36 | $1.35 | ||
| Q3 24 | $0.74 | $-0.17 | ||
| Q2 24 | $0.85 | $0.07 |
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 | $270.0M |
| Total DebtLower is stronger | $2.5B | — |
| Stockholders' EquityBook value | $2.0B | $705.9M |
| Total Assets | $5.5B | $1.6B |
| Debt / EquityLower = less leverage | 1.29× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $158.5M | $270.0M | ||
| Q4 25 | $133.2M | $425.8M | ||
| Q3 25 | $118.7M | $351.4M | ||
| Q2 25 | $131.4M | $411.6M | ||
| Q1 25 | $91.2M | $371.7M | ||
| Q4 24 | $76.3M | $740.0M | ||
| Q3 24 | $82.1M | $703.0M | ||
| Q2 24 | $77.2M | $665.1M |
| 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 | $705.9M | ||
| Q4 25 | $1.9B | $787.4M | ||
| Q3 25 | $3.1B | $596.8M | ||
| Q2 25 | $3.1B | $624.5M | ||
| Q1 25 | $3.0B | $611.3M | ||
| Q4 24 | $3.1B | $585.5M | ||
| Q3 24 | $3.0B | $473.0M | ||
| Q2 24 | $3.0B | $435.4M |
| Q1 26 | $5.5B | $1.6B | ||
| Q4 25 | $5.5B | $1.6B | ||
| Q3 25 | $6.4B | $1.3B | ||
| Q2 25 | $6.3B | $1.3B | ||
| Q1 25 | $6.1B | $1.3B | ||
| Q4 24 | $6.0B | $1.8B | ||
| Q3 24 | $5.9B | $1.6B | ||
| Q2 24 | $5.7B | $1.5B |
| 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 | — | $206.5M |
| FCF MarginFCF / Revenue | — | 48.0% |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | 13.78× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $494.9M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $61.5M | — | ||
| Q4 25 | $-86.3M | $158.4M | ||
| Q3 25 | $73.2M | $56.3M | ||
| Q2 25 | $133.5M | $86.3M | ||
| Q1 25 | $11.5M | $204.2M | ||
| Q4 24 | $116.7M | $95.2M | ||
| Q3 24 | $163.1M | $30.5M | ||
| Q2 24 | $171.1M | $40.1M |
| Q1 26 | — | $206.5M | ||
| Q4 25 | $-179.5M | $152.4M | ||
| Q3 25 | $-63.0M | $51.8M | ||
| Q2 25 | $-34.2M | $84.1M | ||
| Q1 25 | $-163.2M | $202.3M | ||
| Q4 24 | $-86.8M | $92.4M | ||
| Q3 24 | $-27.1M | $27.4M | ||
| Q2 24 | $16.9M | $38.8M |
| Q1 26 | — | 48.0% | ||
| Q4 25 | -21.8% | 30.2% | ||
| Q3 25 | -7.4% | 13.6% | ||
| Q2 25 | -3.9% | 21.9% | ||
| Q1 25 | -21.2% | 42.5% | ||
| Q4 24 | -11.2% | 18.8% | ||
| Q3 24 | -3.3% | 8.4% | ||
| Q2 24 | 2.1% | 11.1% |
| Q1 26 | — | — | ||
| Q4 25 | 11.3% | 1.2% | ||
| Q3 25 | 16.0% | 1.2% | ||
| Q2 25 | 19.3% | 0.6% | ||
| Q1 25 | 22.7% | 0.4% | ||
| Q4 24 | 26.3% | 0.6% | ||
| Q3 24 | 23.3% | 0.9% | ||
| Q2 24 | 19.4% | 0.4% |
| Q1 26 | 13.78× | — | ||
| Q4 25 | — | 0.68× | ||
| Q3 25 | 2.02× | 1.30× | ||
| Q2 25 | 4.43× | 2.87× | ||
| Q1 25 | 1.37× | 2.39× | ||
| Q4 24 | 3.58× | 0.80× | ||
| Q3 24 | 2.39× | — | ||
| Q2 24 | 2.18× | 6.06× |
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% |
PEGA
| Pega Cloud | $205.0M | 48% |
| Subscription license | $94.9M | 22% |
| Maintenance | $75.3M | 18% |
| Consulting | $54.8M | 13% |
