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Side-by-side financial comparison of Acadia Healthcare Company, Inc. (ACHC) and ZILLOW GROUP, INC. (ZG). 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 $654.0M, roughly 1.3× ZILLOW GROUP, INC.). Acadia Healthcare Company, Inc. runs the higher net margin — 0.5% vs 0.5%, a 0.1% gap on every dollar of revenue. On growth, ZILLOW GROUP, INC. posted the faster year-over-year revenue change (18.1% vs 7.5%). Over the past eight quarters, ZILLOW GROUP, INC.'s revenue compounded faster (11.2% 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.
Zillow Group, Inc., or simply Zillow, is an American tech real-estate marketplace company that was founded in 2006 by co-executive chairmen Rich Barton and Lloyd Frink, former Microsoft executives and founders of Microsoft spin-off Expedia; Spencer Rascoff, a co-founder of Hotwire.com; David Beitel, Zillow's current chief technology officer; and Kristin Acker, Zillow's current technology leadership advisor.
ACHC vs ZG — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $829.0M | $654.0M |
| Net Profit | $4.5M | $3.0M |
| Gross Margin | — | 72.8% |
| Operating Margin | — | -1.7% |
| Net Margin | 0.5% | 0.5% |
| Revenue YoY | 7.5% | 18.1% |
| Net Profit YoY | -50.8% | 105.8% |
| EPS (diluted) | $0.05 | $0.01 |
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 | $654.0M | ||
| Q3 25 | $851.6M | $676.0M | ||
| Q2 25 | $869.2M | $655.0M | ||
| Q1 25 | $770.5M | $598.0M | ||
| Q4 24 | $774.2M | $554.0M | ||
| Q3 24 | $815.6M | $581.0M | ||
| Q2 24 | $796.0M | $572.0M |
| Q1 26 | $4.5M | — | ||
| Q4 25 | $-1.2B | $3.0M | ||
| Q3 25 | $36.2M | $10.0M | ||
| Q2 25 | $30.1M | $2.0M | ||
| Q1 25 | $8.4M | $8.0M | ||
| Q4 24 | $32.6M | $-52.0M | ||
| Q3 24 | $68.1M | $-20.0M | ||
| Q2 24 | $78.5M | $-17.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 72.8% | ||
| Q3 25 | — | 72.6% | ||
| Q2 25 | — | 74.7% | ||
| Q1 25 | — | 76.8% | ||
| Q4 24 | — | 75.8% | ||
| Q3 24 | — | 75.9% | ||
| Q2 24 | — | 77.3% |
| Q1 26 | — | — | ||
| Q4 25 | -142.4% | -1.7% | ||
| Q3 25 | 4.7% | -0.4% | ||
| Q2 25 | 5.8% | -1.7% | ||
| Q1 25 | 1.7% | -1.5% | ||
| Q4 24 | 4.9% | -12.5% | ||
| Q3 24 | 12.1% | -7.7% | ||
| Q2 24 | 13.4% | -6.6% |
| Q1 26 | 0.5% | — | ||
| Q4 25 | -143.3% | 0.5% | ||
| Q3 25 | 4.3% | 1.5% | ||
| Q2 25 | 3.5% | 0.3% | ||
| Q1 25 | 1.1% | 1.3% | ||
| Q4 24 | 4.2% | -9.4% | ||
| Q3 24 | 8.4% | -3.4% | ||
| Q2 24 | 9.9% | -3.0% |
| Q1 26 | $0.05 | — | ||
| Q4 25 | $-12.98 | $0.01 | ||
| Q3 25 | $0.40 | $0.04 | ||
| Q2 25 | $0.33 | $0.01 | ||
| Q1 25 | $0.09 | $0.03 | ||
| Q4 24 | $0.36 | $-0.23 | ||
| Q3 24 | $0.74 | $-0.08 | ||
| 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 | $768.0M |
| Total DebtLower is stronger | $2.5B | — |
| Stockholders' EquityBook value | $2.0B | $4.9B |
| Total Assets | $5.5B | $5.7B |
| Debt / EquityLower = less leverage | 1.29× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $158.5M | — | ||
| Q4 25 | $133.2M | $768.0M | ||
| Q3 25 | $118.7M | $874.0M | ||
| Q2 25 | $131.4M | $587.0M | ||
| Q1 25 | $91.2M | $914.0M | ||
| Q4 24 | $76.3M | $1.1B | ||
| Q3 24 | $82.1M | $1.1B | ||
| Q2 24 | $77.2M | $1.2B |
| 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 | $4.9B | ||
| Q3 25 | $3.1B | $5.0B | ||
| Q2 25 | $3.1B | $4.7B | ||
| Q1 25 | $3.0B | $4.8B | ||
| Q4 24 | $3.1B | $4.8B | ||
| Q3 24 | $3.0B | $4.7B | ||
| Q2 24 | $3.0B | $4.5B |
| Q1 26 | $5.5B | — | ||
| Q4 25 | $5.5B | $5.7B | ||
| Q3 25 | $6.4B | $5.7B | ||
| Q2 25 | $6.3B | $5.4B | ||
| Q1 25 | $6.1B | $5.7B | ||
| Q4 24 | $6.0B | $5.8B | ||
| Q3 24 | $5.9B | $6.2B | ||
| Q2 24 | $5.7B | $6.6B |
| 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 | $72.0M |
| Free Cash FlowOCF − Capex | — | $44.0M |
| FCF MarginFCF / Revenue | — | 6.7% |
| Capex IntensityCapex / Revenue | — | 4.3% |
| Cash ConversionOCF / Net Profit | 13.78× | 24.00× |
| TTM Free Cash FlowTrailing 4 quarters | — | $235.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $61.5M | — | ||
| Q4 25 | $-86.3M | $72.0M | ||
| Q3 25 | $73.2M | $105.0M | ||
| Q2 25 | $133.5M | $87.0M | ||
| Q1 25 | $11.5M | $104.0M | ||
| Q4 24 | $116.7M | $122.0M | ||
| Q3 24 | $163.1M | $171.0M | ||
| Q2 24 | $171.1M | $55.0M |
| Q1 26 | — | — | ||
| Q4 25 | $-179.5M | $44.0M | ||
| Q3 25 | $-63.0M | $73.0M | ||
| Q2 25 | $-34.2M | $50.0M | ||
| Q1 25 | $-163.2M | $68.0M | ||
| Q4 24 | $-86.8M | $88.0M | ||
| Q3 24 | $-27.1M | $138.0M | ||
| Q2 24 | $16.9M | $18.0M |
| Q1 26 | — | — | ||
| Q4 25 | -21.8% | 6.7% | ||
| Q3 25 | -7.4% | 10.8% | ||
| Q2 25 | -3.9% | 7.6% | ||
| Q1 25 | -21.2% | 11.4% | ||
| Q4 24 | -11.2% | 15.9% | ||
| Q3 24 | -3.3% | 23.8% | ||
| Q2 24 | 2.1% | 3.1% |
| Q1 26 | — | — | ||
| Q4 25 | 11.3% | 4.3% | ||
| Q3 25 | 16.0% | 4.7% | ||
| Q2 25 | 19.3% | 5.6% | ||
| Q1 25 | 22.7% | 6.0% | ||
| Q4 24 | 26.3% | 6.1% | ||
| Q3 24 | 23.3% | 5.7% | ||
| Q2 24 | 19.4% | 6.5% |
| Q1 26 | 13.78× | — | ||
| Q4 25 | — | 24.00× | ||
| Q3 25 | 2.02× | 10.50× | ||
| Q2 25 | 4.43× | 43.50× | ||
| Q1 25 | 1.37× | 13.00× | ||
| 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% |
ZG
| Residential Revenue | $418.0M | 64% |
| Rental Revenue | $168.0M | 26% |
| Mortgage Revenue | $57.0M | 9% |
| Display Advertising And Other Revenue | $11.0M | 2% |
