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Side-by-side financial comparison of ARKO Corp. (ARKO) and SELECT MEDICAL HOLDINGS CORP (SEM). Click either name above to swap in a different company.
ARKO Corp. is the larger business by last-quarter revenue ($1.8B vs $1.4B, roughly 1.3× SELECT MEDICAL HOLDINGS CORP). SELECT MEDICAL HOLDINGS CORP runs the higher net margin — 1.4% vs 0.1%, a 1.3% gap on every dollar of revenue. On growth, SELECT MEDICAL HOLDINGS CORP posted the faster year-over-year revenue change (6.4% vs -9.9%). ARKO Corp. produced more free cash flow last quarter ($14.9M vs $5.2M). Over the past eight quarters, SELECT MEDICAL HOLDINGS CORP's revenue compounded faster (2.8% 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.
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.
ARKO vs SEM — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.8B | $1.4B |
| Net Profit | $1.9M | $20.2M |
| Gross Margin | — | — |
| Operating Margin | 1.2% | 4.6% |
| Net Margin | 0.1% | 1.4% |
| Revenue YoY | -9.9% | 6.4% |
| Net Profit YoY | 180.9% | 225.7% |
| EPS (diluted) | $0.01 | $0.17 |
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 | $1.4B | ||
| Q3 25 | $2.0B | $1.4B | ||
| Q2 25 | $2.0B | $1.3B | ||
| Q1 25 | $1.8B | $1.4B | ||
| Q4 24 | $2.0B | $1.3B | ||
| Q3 24 | $2.3B | $1.3B | ||
| Q2 24 | $2.4B | $1.3B | ||
| Q1 24 | $2.1B | $1.3B |
| Q4 25 | $1.9M | $20.2M | ||
| Q3 25 | $13.5M | $28.8M | ||
| Q2 25 | $20.1M | $40.6M | ||
| Q1 25 | $-12.7M | $56.7M | ||
| Q4 24 | $-2.3M | $-16.1M | ||
| Q3 24 | $9.7M | $55.6M | ||
| Q2 24 | $14.1M | $77.6M | ||
| Q1 24 | $-594.0K | $96.9M |
| Q4 25 | 1.2% | 4.6% | ||
| Q3 25 | 1.8% | 5.4% | ||
| Q2 25 | 2.8% | 6.5% | ||
| Q1 25 | -0.6% | 8.3% | ||
| Q4 24 | 0.7% | 1.6% | ||
| Q3 24 | 1.8% | 4.3% | ||
| Q2 24 | 1.8% | 5.8% | ||
| Q1 24 | -0.2% | 9.0% |
| Q4 25 | 0.1% | 1.4% | ||
| Q3 25 | 0.7% | 2.1% | ||
| Q2 25 | 1.0% | 3.0% | ||
| Q1 25 | -0.7% | 4.2% | ||
| Q4 24 | -0.1% | -1.2% | ||
| Q3 24 | 0.4% | 4.4% | ||
| Q2 24 | 0.6% | 6.1% | ||
| Q1 24 | -0.0% | 7.3% |
| Q4 25 | $0.01 | $0.17 | ||
| Q3 25 | $0.10 | $0.23 | ||
| Q2 25 | $0.16 | $0.32 | ||
| Q1 25 | $-0.12 | $0.44 | ||
| Q4 24 | $-0.03 | $-0.12 | ||
| Q3 24 | $0.07 | $0.43 | ||
| Q2 24 | $0.11 | $0.60 | ||
| Q1 24 | $-0.02 | $0.75 |
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 | $26.5M |
| Total DebtLower is stronger | $912.1M | $1.8B |
| Stockholders' EquityBook value | $267.2M | $1.7B |
| Total Assets | $3.5B | $5.9B |
| Debt / EquityLower = less leverage | 3.41× | 1.06× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $311.5M | $26.5M | ||
| Q3 25 | $313.2M | $60.1M | ||
| Q2 25 | $299.7M | $52.3M | ||
| Q1 25 | $271.1M | $53.2M | ||
| Q4 24 | $267.1M | $59.7M | ||
| Q3 24 | $296.8M | $191.5M | ||
| Q2 24 | $236.5M | $111.2M | ||
| Q1 24 | $189.1M | $92.6M |
| Q4 25 | $912.1M | $1.8B | ||
| Q3 25 | $911.6M | $1.7B | ||
| Q2 25 | $916.4M | $1.8B | ||
| Q1 25 | $880.1M | $1.8B | ||
| Q4 24 | $881.0M | $1.7B | ||
| Q3 24 | $884.7M | $3.1B | ||
| Q2 24 | $889.9M | $3.6B | ||
| Q1 24 | $885.0M | $3.8B |
| Q4 25 | $267.2M | $1.7B | ||
| Q3 25 | $273.1M | $1.7B | ||
| Q2 25 | $264.8M | $1.7B | ||
| Q1 25 | $255.2M | $1.7B | ||
| Q4 24 | $276.9M | $1.7B | ||
| Q3 24 | $280.0M | $1.9B | ||
| Q2 24 | $273.1M | $1.4B | ||
| Q1 24 | $261.2M | $1.4B |
| Q4 25 | $3.5B | $5.9B | ||
| Q3 25 | $3.6B | $5.7B | ||
| Q2 25 | $3.6B | $5.7B | ||
| Q1 25 | $3.6B | $5.7B | ||
| Q4 24 | $3.6B | $5.6B | ||
| Q3 24 | $3.7B | $8.0B | ||
| Q2 24 | $3.7B | $7.9B | ||
| Q1 24 | $3.6B | $7.9B |
| Q4 25 | 3.41× | 1.06× | ||
| Q3 25 | 3.34× | 1.03× | ||
| Q2 25 | 3.46× | 1.10× | ||
| Q1 25 | 3.45× | 1.03× | ||
| Q4 24 | 3.18× | 1.01× | ||
| Q3 24 | 3.16× | 1.62× | ||
| Q2 24 | 3.26× | 2.54× | ||
| Q1 24 | 3.39× | 2.75× |
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 | $64.3M |
| Free Cash FlowOCF − Capex | $14.9M | $5.2M |
| FCF MarginFCF / Revenue | 0.8% | 0.4% |
| Capex IntensityCapex / Revenue | 1.7% | 4.2% |
| Cash ConversionOCF / Net Profit | 23.98× | 3.19× |
| TTM Free Cash FlowTrailing 4 quarters | $65.3M | $117.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $44.6M | $64.3M | ||
| Q3 25 | $49.4M | $175.3M | ||
| Q2 25 | $55.2M | $110.3M | ||
| Q1 25 | $43.4M | $-3.5M | ||
| Q4 24 | $22.7M | $125.4M | ||
| Q3 24 | $109.2M | $181.0M | ||
| Q2 24 | $77.2M | $278.2M | ||
| Q1 24 | $12.8M | $-66.7M |
| Q4 25 | $14.9M | $5.2M | ||
| Q3 25 | $24.5M | $122.2M | ||
| Q2 25 | $9.8M | $45.6M | ||
| Q1 25 | $16.0M | $-55.8M | ||
| Q4 24 | $-13.4M | $62.0M | ||
| Q3 24 | $79.9M | $130.3M | ||
| Q2 24 | $57.9M | $222.6M | ||
| Q1 24 | $-16.5M | $-119.2M |
| Q4 25 | 0.8% | 0.4% | ||
| Q3 25 | 1.2% | 9.0% | ||
| Q2 25 | 0.5% | 3.4% | ||
| Q1 25 | 0.9% | -4.1% | ||
| Q4 24 | -0.7% | 4.7% | ||
| Q3 24 | 3.5% | 10.2% | ||
| Q2 24 | 2.4% | 17.4% | ||
| Q1 24 | -0.8% | -9.0% |
| Q4 25 | 1.7% | 4.2% | ||
| Q3 25 | 1.2% | 3.9% | ||
| Q2 25 | 2.3% | 4.8% | ||
| Q1 25 | 1.5% | 3.9% | ||
| Q4 24 | 1.8% | 4.8% | ||
| Q3 24 | 1.3% | 4.0% | ||
| Q2 24 | 0.8% | 4.3% | ||
| Q1 24 | 1.4% | 4.0% |
| Q4 25 | 23.98× | 3.19× | ||
| Q3 25 | 3.67× | 6.09× | ||
| Q2 25 | 2.75× | 2.72× | ||
| Q1 25 | — | -0.06× | ||
| Q4 24 | — | — | ||
| Q3 24 | 11.28× | 3.25× | ||
| Q2 24 | 5.49× | 3.59× | ||
| Q1 24 | — | -0.69× |
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% |
SEM
| Critical Illness Recovery Hospitals | $629.7M | 45% |
| Health Care Patient Service Non Medicare | $428.6M | 31% |
| Rehabilitation Hospitals | $339.2M | 24% |
