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Side-by-side financial comparison of Allstate (ALL) 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 $922.0M, roughly 1.5× Allstate). Allstate runs the higher net margin — 266.6% vs 4.5%, a 262.1% gap on every dollar of revenue. On growth, Allstate posted the faster year-over-year revenue change (7.2% vs 5.0%). Over the past eight quarters, SELECT MEDICAL HOLDINGS CORP's revenue compounded faster (5.3% CAGR vs -75.8%).
The Allstate Corporation, together with its subsidiaries, provides property and casualty, and other insurance products in the United States and Canada. The company operates through Allstate Protection; Protection Services; Allstate Health and Benefits; and Run-off Property-Liability segments. The Allstate Protection segment offers private passenger auto and homeowners insurance; specialty auto products, including motorcycle, trailer, motor home, and off-road vehicle insurance; other personal ...
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.
ALL vs SEM — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $922.0M | $1.4B |
| Net Profit | $2.5B | $63.8M |
| Gross Margin | — | — |
| Operating Margin | -1400.3% | 6.9% |
| Net Margin | 266.6% | 4.5% |
| Revenue YoY | 7.2% | 5.0% |
| Net Profit YoY | — | -14.7% |
| EPS (diluted) | $9.25 | $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 | $922.0M | $1.4B | ||
| Q4 25 | $17.3B | $1.4B | ||
| Q3 25 | $17.3B | $1.4B | ||
| Q2 25 | $16.6B | $1.3B | ||
| Q1 25 | $16.5B | $1.4B | ||
| Q4 24 | $16.5B | $1.3B | ||
| Q3 24 | $16.6B | $1.3B | ||
| Q2 24 | $15.7B | $1.3B |
| Q1 26 | $2.5B | $63.8M | ||
| Q4 25 | $3.8B | $20.2M | ||
| Q3 25 | $3.7B | $28.8M | ||
| Q2 25 | $2.1B | $40.6M | ||
| Q1 25 | $595.0M | $56.7M | ||
| Q4 24 | $1.9B | $-16.1M | ||
| Q3 24 | $1.2B | $55.6M | ||
| Q2 24 | $331.0M | $77.6M |
| Q1 26 | -1400.3% | 6.9% | ||
| Q4 25 | — | 4.6% | ||
| Q3 25 | — | 5.4% | ||
| Q2 25 | — | 6.5% | ||
| Q1 25 | — | 8.3% | ||
| Q4 24 | — | 1.6% | ||
| Q3 24 | — | 4.3% | ||
| Q2 24 | — | 5.8% |
| Q1 26 | 266.6% | 4.5% | ||
| Q4 25 | 22.1% | 1.4% | ||
| Q3 25 | 21.7% | 2.1% | ||
| Q2 25 | 12.7% | 3.0% | ||
| Q1 25 | 3.6% | 4.2% | ||
| Q4 24 | 11.7% | -1.2% | ||
| Q3 24 | 7.2% | 4.4% | ||
| Q2 24 | 2.1% | 6.1% |
| Q1 26 | $9.25 | $0.35 | ||
| Q4 25 | $14.24 | $0.17 | ||
| Q3 25 | $13.95 | $0.23 | ||
| Q2 25 | $7.76 | $0.32 | ||
| Q1 25 | $2.11 | $0.44 | ||
| Q4 24 | $7.07 | $-0.12 | ||
| Q3 24 | $4.33 | $0.43 | ||
| Q2 24 | $1.13 | $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 | — | $25.7M |
| Total DebtLower is stronger | — | $1.8B |
| Stockholders' EquityBook value | $31.6B | $2.1B |
| Total Assets | $124.0B | $6.0B |
| Debt / EquityLower = less leverage | — | 0.88× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $25.7M | ||
| Q4 25 | $4.9B | $26.5M | ||
| Q3 25 | $8.7B | $60.1M | ||
| Q2 25 | $9.6B | $52.3M | ||
| Q1 25 | $6.5B | $53.2M | ||
| Q4 24 | $4.5B | $59.7M | ||
| Q3 24 | $7.0B | $191.5M | ||
| Q2 24 | $5.3B | $111.2M |
| Q1 26 | — | $1.8B | ||
| Q4 25 | $7.5B | $1.8B | ||
| Q3 25 | $8.1B | $1.7B | ||
| Q2 25 | $8.1B | $1.8B | ||
| Q1 25 | $8.1B | $1.8B | ||
| Q4 24 | $8.1B | $1.7B | ||
| Q3 24 | $8.1B | $3.1B | ||
| Q2 24 | $8.1B | $3.6B |
| Q1 26 | $31.6B | $2.1B | ||
| Q4 25 | $30.6B | $1.7B | ||
| Q3 25 | $27.5B | $1.7B | ||
| Q2 25 | $24.0B | $1.7B | ||
| Q1 25 | $22.1B | $1.7B | ||
| Q4 24 | $21.4B | $1.7B | ||
| Q3 24 | $20.9B | $1.9B | ||
| Q2 24 | $18.6B | $1.4B |
| Q1 26 | $124.0B | $6.0B | ||
| Q4 25 | $119.8B | $5.9B | ||
| Q3 25 | $120.4B | $5.7B | ||
| Q2 25 | $115.9B | $5.7B | ||
| Q1 25 | $115.2B | $5.7B | ||
| Q4 24 | $111.6B | $5.6B | ||
| Q3 24 | $113.7B | $8.0B | ||
| Q2 24 | $108.4B | $7.9B |
| Q1 26 | — | 0.88× | ||
| Q4 25 | 0.24× | 1.06× | ||
| Q3 25 | 0.29× | 1.03× | ||
| Q2 25 | 0.34× | 1.10× | ||
| Q1 25 | 0.37× | 1.03× | ||
| Q4 24 | 0.38× | 1.01× | ||
| Q3 24 | 0.39× | 1.62× | ||
| Q2 24 | 0.43× | 2.54× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
