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Side-by-side financial comparison of ARKO Corp. (ARKO) and Astrana Health, Inc. (ASTH). Click either name above to swap in a different company.
ARKO Corp. is the larger business by last-quarter revenue ($1.8B vs $950.5M, roughly 1.9× Astrana Health, Inc.). Astrana Health, Inc. runs the higher net margin — 0.7% vs 0.1%, a 0.6% gap on every dollar of revenue. On growth, Astrana Health, Inc. posted the faster year-over-year revenue change (42.9% vs -9.9%). ARKO Corp. produced more free cash flow last quarter ($14.9M vs $-6.0M). Over the past eight quarters, Astrana Health, Inc.'s revenue compounded faster (53.3% CAGR vs -7.0%).
ARKO Corp. is a leading U.S. operator of convenience stores and fuel retail locations, primarily serving consumers across multiple states. It offers a wide range of products including fresh food, beverages, daily essentials, and motor fuels, alongside wholesale fuel distribution services for commercial partners.
Astrana Health, Inc. is a U.S.-based value-based healthcare services provider that primarily serves Medicare-eligible senior populations across the United States. It offers in-home primary care, chronic disease management, and care coordination services, aiming to improve patient health outcomes and reduce unnecessary medical costs.
ARKO vs ASTH — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.8B | $950.5M |
| Net Profit | $1.9M | $6.6M |
| Gross Margin | — | — |
| Operating Margin | 1.2% | 1.9% |
| Net Margin | 0.1% | 0.7% |
| Revenue YoY | -9.9% | 42.9% |
| Net Profit YoY | 180.9% | 184.4% |
| EPS (diluted) | $0.01 | $0.12 |
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.
| Q4 25 | $1.8B | $950.5M | ||
| Q3 25 | $2.0B | $956.0M | ||
| Q2 25 | $2.0B | $654.8M | ||
| Q1 25 | $1.8B | $620.4M | ||
| Q4 24 | $2.0B | $665.2M | ||
| Q3 24 | $2.3B | $478.7M | ||
| Q2 24 | $2.4B | $486.3M | ||
| Q1 24 | $2.1B | $404.4M |
| Q4 25 | $1.9M | $6.6M | ||
| Q3 25 | $13.5M | $373.0K | ||
| Q2 25 | $20.1M | $9.4M | ||
| Q1 25 | $-12.7M | $6.7M | ||
| Q4 24 | $-2.3M | $-7.8M | ||
| Q3 24 | $9.7M | $16.1M | ||
| Q2 24 | $14.1M | $19.2M | ||
| Q1 24 | $-594.0K | $14.8M |
| Q4 25 | 1.2% | 1.9% | ||
| Q3 25 | 1.8% | 2.0% | ||
| Q2 25 | 2.8% | 3.1% | ||
| Q1 25 | -0.6% | 3.3% | ||
| Q4 24 | 0.7% | 0.1% | ||
| Q3 24 | 1.8% | 5.9% | ||
| Q2 24 | 1.8% | 6.2% | ||
| Q1 24 | -0.2% | 7.5% |
| Q4 25 | 0.1% | 0.7% | ||
| Q3 25 | 0.7% | 0.0% | ||
| Q2 25 | 1.0% | 1.4% | ||
| Q1 25 | -0.7% | 1.1% | ||
| Q4 24 | -0.1% | -1.2% | ||
| Q3 24 | 0.4% | 3.4% | ||
| Q2 24 | 0.6% | 3.9% | ||
| Q1 24 | -0.0% | 3.7% |
| Q4 25 | $0.01 | $0.12 | ||
| Q3 25 | $0.10 | $0.01 | ||
| Q2 25 | $0.16 | $0.19 | ||
| Q1 25 | $-0.12 | $0.14 | ||
| Q4 24 | $-0.03 | $-0.14 | ||
| Q3 24 | $0.07 | $0.33 | ||
| Q2 24 | $0.11 | $0.40 | ||
| Q1 24 | $-0.02 | $0.31 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $311.5M | $429.5M |
| Total DebtLower is stronger | $912.1M | — |
| Stockholders' EquityBook value | $267.2M | $779.3M |
| Total Assets | $3.5B | $2.2B |
| Debt / EquityLower = less leverage | 3.41× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $311.5M | $429.5M | ||
| Q3 25 | $313.2M | $463.4M | ||
| Q2 25 | $299.7M | $342.1M | ||
| Q1 25 | $271.1M | $260.9M | ||
| Q4 24 | $267.1M | $290.8M | ||
| Q3 24 | $296.8M | $350.3M | ||
| Q2 24 | $236.5M | $327.7M | ||
| Q1 24 | $189.1M | $337.3M |
| Q4 25 | $912.1M | — | ||
| Q3 25 | $911.6M | — | ||
| Q2 25 | $916.4M | — | ||
| Q1 25 | $880.1M | — | ||
| Q4 24 | $881.0M | — | ||
| Q3 24 | $884.7M | — | ||
| Q2 24 | $889.9M | — | ||
| Q1 24 | $885.0M | — |
| Q4 25 | $267.2M | $779.3M | ||
| Q3 25 | $273.1M | $775.5M | ||
| Q2 25 | $264.8M | $765.5M | ||
| Q1 25 | $255.2M | $745.4M | ||
| Q4 24 | $276.9M | $712.7M | ||
| Q3 24 | $280.0M | $704.6M | ||
| Q2 24 | $273.1M | $678.9M | ||
| Q1 24 | $261.2M | $653.5M |
| Q4 25 | $3.5B | $2.2B | ||
| Q3 25 | $3.6B | $2.2B | ||
| Q2 25 | $3.6B | $1.4B | ||
| Q1 25 | $3.6B | $1.3B | ||
| Q4 24 | $3.6B | $1.4B | ||
| Q3 24 | $3.7B | $1.3B | ||
| Q2 24 | $3.7B | $1.3B | ||
| Q1 24 | $3.6B | $1.2B |
| Q4 25 | 3.41× | — | ||
| Q3 25 | 3.34× | — | ||
| Q2 25 | 3.46× | — | ||
| Q1 25 | 3.45× | — | ||
| Q4 24 | 3.18× | — | ||
| Q3 24 | 3.16× | — | ||
| Q2 24 | 3.26× | — | ||
| Q1 24 | 3.39× | — |
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 | $44.6M | $-2.9M |
| Free Cash FlowOCF − Capex | $14.9M | $-6.0M |
| FCF MarginFCF / Revenue | 0.8% | -0.6% |
| Capex IntensityCapex / Revenue | 1.7% | 0.3% |
| Cash ConversionOCF / Net Profit | 23.98× | -0.44× |
| TTM Free Cash FlowTrailing 4 quarters | $65.3M | $104.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $44.6M | $-2.9M | ||
| Q3 25 | $49.4M | $10.0M | ||
| Q2 25 | $55.2M | $90.9M | ||
| Q1 25 | $43.4M | $16.6M | ||
| Q4 24 | $22.7M | $-10.9M | ||
| Q3 24 | $109.2M | $34.0M | ||
| Q2 24 | $77.2M | $23.2M | ||
| Q1 24 | $12.8M | $6.0M |
| Q4 25 | $14.9M | $-6.0M | ||
| Q3 25 | $24.5M | $7.4M | ||
| Q2 25 | $9.8M | $89.5M | ||
| Q1 25 | $16.0M | $13.6M | ||
| Q4 24 | $-13.4M | $-13.5M | ||
| Q3 24 | $79.9M | $31.7M | ||
| Q2 24 | $57.9M | $20.4M | ||
| Q1 24 | $-16.5M | $5.6M |
| Q4 25 | 0.8% | -0.6% | ||
| Q3 25 | 1.2% | 0.8% | ||
| Q2 25 | 0.5% | 13.7% | ||
| Q1 25 | 0.9% | 2.2% | ||
| Q4 24 | -0.7% | -2.0% | ||
| Q3 24 | 3.5% | 6.6% | ||
| Q2 24 | 2.4% | 4.2% | ||
| Q1 24 | -0.8% | 1.4% |
| Q4 25 | 1.7% | 0.3% | ||
| Q3 25 | 1.2% | 0.3% | ||
| Q2 25 | 2.3% | 0.2% | ||
| Q1 25 | 1.5% | 0.5% | ||
| Q4 24 | 1.8% | 0.4% | ||
| Q3 24 | 1.3% | 0.5% | ||
| Q2 24 | 0.8% | 0.6% | ||
| Q1 24 | 1.4% | 0.1% |
| Q4 25 | 23.98× | -0.44× | ||
| Q3 25 | 3.67× | 26.69× | ||
| Q2 25 | 2.75× | 9.65× | ||
| Q1 25 | — | 2.48× | ||
| Q4 24 | — | — | ||
| Q3 24 | 11.28× | 2.11× | ||
| Q2 24 | 5.49× | 1.21× | ||
| Q1 24 | — | 0.40× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ARKO
| Fuel Products | $1.4B | 79% |
| Merchandise Products | $338.1M | 19% |
| Other Product | $33.6M | 2% |
ASTH
| Medicare | $542.4M | 57% |
| Commercial | $99.1M | 10% |
| Care Delivery | $92.1M | 10% |
| Care Enablement | $78.9M | 8% |
| Other Third Parties | $58.0M | 6% |
| Health Care Patient Service | $39.8M | 4% |
| Health Care Other | $25.5M | 3% |
| Other | $12.1M | 1% |
| Management Service | $10.3M | 1% |
