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Side-by-side financial comparison of agilon health, inc. (AGL) and SELECT MEDICAL HOLDINGS CORP (SEM). Click either name above to swap in a different company.
SELECT MEDICAL HOLDINGS CORP is the larger business by last-quarter revenue ($1.4B vs $1.4B, roughly 1.0× agilon health, inc.). SELECT MEDICAL HOLDINGS CORP runs the higher net margin — 4.5% vs 0.0%, a 4.5% gap on every dollar of revenue. On growth, SELECT MEDICAL HOLDINGS CORP posted the faster year-over-year revenue change (5.0% vs -3.0%). Over the past eight quarters, SELECT MEDICAL HOLDINGS CORP's revenue compounded faster (5.3% CAGR vs -2.1%).
agilon health, inc. is a U.S.-based healthcare company partnering with primary care providers to deliver value-based care solutions mainly for senior Medicare beneficiaries. It offers administrative support, clinical tools and risk management frameworks to help physicians improve patient outcomes and cut care costs, operating across over 20 U.S. states.
Select Medical is a healthcare company based in Pennsylvania. It owns long-term acute care and inpatient rehabilitation hospitals, as well as occupational health and physical therapy clinics. Select Medical is a subsidiary of Select Medical Holdings, which is listed on the New York Stock Exchange.
AGL vs SEM — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.4B | $1.4B |
| Net Profit | $49.0K | $63.8M |
| Gross Margin | — | — |
| Operating Margin | — | 6.9% |
| Net Margin | 0.0% | 4.5% |
| Revenue YoY | -3.0% | 5.0% |
| Net Profit YoY | — | -14.7% |
| EPS (diluted) | — | $0.35 |
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 | $1.4B | $1.4B | ||
| Q4 25 | $1.6B | $1.4B | ||
| Q3 25 | $1.4B | $1.4B | ||
| Q2 25 | $1.4B | $1.3B | ||
| Q1 25 | $1.5B | $1.4B | ||
| Q4 24 | $1.5B | $1.3B | ||
| Q3 24 | $1.5B | $1.3B | ||
| Q2 24 | $1.5B | $1.3B |
| Q1 26 | $49.0K | $63.8M | ||
| Q4 25 | $-188.9M | $20.2M | ||
| Q3 25 | $-110.2M | $28.8M | ||
| Q2 25 | $-104.4M | $40.6M | ||
| Q1 25 | $12.1M | $56.7M | ||
| Q4 24 | $-105.8M | $-16.1M | ||
| Q3 24 | $-117.6M | $55.6M | ||
| Q2 24 | $-30.7M | $77.6M |
| Q1 26 | — | 6.9% | ||
| Q4 25 | -12.3% | 4.6% | ||
| Q3 25 | -9.1% | 5.4% | ||
| Q2 25 | -8.3% | 6.5% | ||
| Q1 25 | -1.4% | 8.3% | ||
| Q4 24 | -7.1% | 1.6% | ||
| Q3 24 | -9.2% | 4.3% | ||
| Q2 24 | -2.9% | 5.8% |
| Q1 26 | 0.0% | 4.5% | ||
| Q4 25 | -12.0% | 1.4% | ||
| Q3 25 | -7.7% | 2.1% | ||
| Q2 25 | -7.5% | 3.0% | ||
| Q1 25 | 0.8% | 4.2% | ||
| Q4 24 | -6.9% | -1.2% | ||
| Q3 24 | -8.1% | 4.4% | ||
| Q2 24 | -2.1% | 6.1% |
| Q1 26 | — | $0.35 | ||
| Q4 25 | — | $0.17 | ||
| Q3 25 | — | $0.23 | ||
| Q2 25 | — | $0.32 | ||
| Q1 25 | — | $0.44 | ||
| Q4 24 | — | $-0.12 | ||
| Q3 24 | — | $0.43 | ||
| Q2 24 | — | $0.60 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $140.0M | $25.7M |
| Total DebtLower is stronger | $15.3M | $1.8B |
| Stockholders' EquityBook value | — | $2.1B |
| Total Assets | $1.5B | $6.0B |
| Debt / EquityLower = less leverage | — | 0.88× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $140.0M | $25.7M | ||
| Q4 25 | $173.7M | $26.5M | ||
| Q3 25 | $171.7M | $60.1M | ||
| Q2 25 | $171.4M | $52.3M | ||
| Q1 25 | $136.9M | $53.2M | ||
| Q4 24 | $188.2M | $59.7M | ||
| Q3 24 | $148.2M | $191.5M | ||
| Q2 24 | $109.5M | $111.2M |
| Q1 26 | $15.3M | $1.8B | ||
| Q4 25 | $35.0M | $1.8B | ||
| Q3 25 | — | $1.7B | ||
| Q2 25 | — | $1.8B | ||
| Q1 25 | — | $1.8B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | — | $3.1B | ||
| Q2 24 | — | $3.6B |
| Q1 26 | — | $2.1B | ||
| Q4 25 | $126.7M | $1.7B | ||
| Q3 25 | $306.1M | $1.7B | ||
| Q2 25 | $408.9M | $1.7B | ||
| Q1 25 | $500.3M | $1.7B | ||
| Q4 24 | $471.0M | $1.7B | ||
| Q3 24 | $574.9M | $1.9B | ||
| Q2 24 | $676.6M | $1.4B |
| Q1 26 | $1.5B | $6.0B | ||
| Q4 25 | $1.3B | $5.9B | ||
| Q3 25 | $1.6B | $5.7B | ||
| Q2 25 | $1.7B | $5.7B | ||
| Q1 25 | $1.9B | $5.7B | ||
| Q4 24 | $1.7B | $5.6B | ||
| Q3 24 | $2.1B | $8.0B | ||
| Q2 24 | $2.2B | $7.9B |
| Q1 26 | — | 0.88× | ||
| Q4 25 | 0.28× | 1.06× | ||
| Q3 25 | — | 1.03× | ||
| Q2 25 | — | 1.10× | ||
| Q1 25 | — | 1.03× | ||
| Q4 24 | — | 1.01× | ||
| Q3 24 | — | 1.62× | ||
| Q2 24 | — | 2.54× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
