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Side-by-side financial comparison of F5, Inc. (FFIV) 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 $811.7M, roughly 1.8× F5, Inc.). F5, Inc. runs the higher net margin — 18.2% vs 4.5%, a 13.7% gap on every dollar of revenue. On growth, F5, Inc. posted the faster year-over-year revenue change (11.0% vs 5.0%). Over the past eight quarters, F5, Inc.'s revenue compounded faster (8.0% CAGR vs 5.3%).
F5, Inc. is an American technology company specializing in application security, multi-cloud management, online fraud prevention, application delivery networking (ADN), application availability and performance, and network security, access, and authorization.
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.
FFIV vs SEM — Head-to-Head
Income Statement — Q2 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $811.7M | $1.4B |
| Net Profit | $148.0M | $63.8M |
| Gross Margin | 81.4% | — |
| Operating Margin | 22.1% | 6.9% |
| Net Margin | 18.2% | 4.5% |
| Revenue YoY | 11.0% | 5.0% |
| Net Profit YoY | 1.5% | -14.7% |
| EPS (diluted) | $2.58 | $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 | $811.7M | $1.4B | ||
| Q4 25 | $822.5M | $1.4B | ||
| Q3 25 | $810.1M | $1.4B | ||
| Q2 25 | $780.4M | $1.3B | ||
| Q1 25 | $731.1M | $1.4B | ||
| Q4 24 | $766.5M | $1.3B | ||
| Q3 24 | $746.7M | $1.3B | ||
| Q2 24 | $695.5M | $1.3B |
| Q1 26 | $148.0M | $63.8M | ||
| Q4 25 | $180.1M | $20.2M | ||
| Q3 25 | $190.5M | $28.8M | ||
| Q2 25 | $189.9M | $40.6M | ||
| Q1 25 | $145.5M | $56.7M | ||
| Q4 24 | $166.4M | $-16.1M | ||
| Q3 24 | $165.3M | $55.6M | ||
| Q2 24 | $144.1M | $77.6M |
| Q1 26 | 81.4% | — | ||
| Q4 25 | 81.5% | — | ||
| Q3 25 | 82.2% | — | ||
| Q2 25 | 81.0% | — | ||
| Q1 25 | 80.7% | — | ||
| Q4 24 | 81.7% | — | ||
| Q3 24 | 80.8% | — | ||
| Q2 24 | 80.4% | — |
| Q1 26 | 22.1% | 6.9% | ||
| Q4 25 | 26.0% | 4.6% | ||
| Q3 25 | 25.4% | 5.4% | ||
| Q2 25 | 25.2% | 6.5% | ||
| Q1 25 | 21.7% | 8.3% | ||
| Q4 24 | 26.8% | 1.6% | ||
| Q3 24 | 25.6% | 4.3% | ||
| Q2 24 | 23.4% | 5.8% |
| Q1 26 | 18.2% | 4.5% | ||
| Q4 25 | 21.9% | 1.4% | ||
| Q3 25 | 23.5% | 2.1% | ||
| Q2 25 | 24.3% | 3.0% | ||
| Q1 25 | 19.9% | 4.2% | ||
| Q4 24 | 21.7% | -1.2% | ||
| Q3 24 | 22.1% | 4.4% | ||
| Q2 24 | 20.7% | 6.1% |
| Q1 26 | $2.58 | $0.35 | ||
| Q4 25 | $3.10 | $0.17 | ||
| Q3 25 | $3.25 | $0.23 | ||
| Q2 25 | $3.25 | $0.32 | ||
| Q1 25 | $2.48 | $0.44 | ||
| Q4 24 | $2.82 | $-0.12 | ||
| Q3 24 | $2.79 | $0.43 | ||
| Q2 24 | $2.44 | $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 | $1.4B | $25.7M |
| Total DebtLower is stronger | — | $1.8B |
| Stockholders' EquityBook value | $3.6B | $2.1B |
| Total Assets | $6.5B | $6.0B |
| Debt / EquityLower = less leverage | — | 0.88× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $1.4B | $25.7M | ||
| Q4 25 | $1.2B | $26.5M | ||
| Q3 25 | $1.3B | $60.1M | ||
| Q2 25 | $1.4B | $52.3M | ||
| Q1 25 | $1.3B | $53.2M | ||
| Q4 24 | $1.2B | $59.7M | ||
| Q3 24 | $1.1B | $191.5M | ||
| Q2 24 | $935.6M | $111.2M |
| Q1 26 | — | $1.8B | ||
| Q4 25 | — | $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 | $3.6B | $2.1B | ||
| Q4 25 | $3.5B | $1.7B | ||
| Q3 25 | $3.6B | $1.7B | ||
| Q2 25 | $3.5B | $1.7B | ||
| Q1 25 | $3.3B | $1.7B | ||
| Q4 24 | $3.2B | $1.7B | ||
| Q3 24 | $3.1B | $1.9B | ||
| Q2 24 | $3.0B | $1.4B |
| Q1 26 | $6.5B | $6.0B | ||
| Q4 25 | $6.3B | $5.9B | ||
| Q3 25 | $6.3B | $5.7B | ||
| Q2 25 | $6.1B | $5.7B | ||
| Q1 25 | $5.9B | $5.7B | ||
| Q4 24 | $5.9B | $5.6B | ||
| Q3 24 | $5.6B | $8.0B | ||
| Q2 24 | $5.4B | $7.9B |
| Q1 26 | — | 0.88× | ||
| Q4 25 | — | 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× |
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 | $525.1M | — |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | 3.55× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $525.1M | — | ||
| Q4 25 | $159.2M | $64.3M | ||
| Q3 25 | $208.1M | $175.3M | ||
| Q2 25 | $282.2M | $110.3M | ||
| Q1 25 | $256.6M | $-3.5M | ||
| Q4 24 | $202.8M | $125.4M | ||
| Q3 24 | $246.5M | $181.0M | ||
| Q2 24 | $159.0M | $278.2M |
| Q1 26 | — | — | ||
| Q4 25 | $149.5M | $5.2M | ||
| Q3 25 | $191.9M | $122.2M | ||
| Q2 25 | $273.7M | $45.6M | ||
| Q1 25 | $246.1M | $-55.8M | ||
| Q4 24 | $194.7M | $62.0M | ||
| Q3 24 | $240.4M | $130.3M | ||
| Q2 24 | $153.1M | $222.6M |
| Q1 26 | — | — | ||
| Q4 25 | 18.2% | 0.4% | ||
| Q3 25 | 23.7% | 9.0% | ||
| Q2 25 | 35.1% | 3.4% | ||
| Q1 25 | 33.7% | -4.1% | ||
| Q4 24 | 25.4% | 4.7% | ||
| Q3 24 | 32.2% | 10.2% | ||
| Q2 24 | 22.0% | 17.4% |
| Q1 26 | — | — | ||
| Q4 25 | 1.2% | 4.2% | ||
| Q3 25 | 2.0% | 3.9% | ||
| Q2 25 | 1.1% | 4.8% | ||
| Q1 25 | 1.4% | 3.9% | ||
| Q4 24 | 1.1% | 4.8% | ||
| Q3 24 | 0.8% | 4.0% | ||
| Q2 24 | 0.8% | 4.3% |
| Q1 26 | 3.55× | — | ||
| Q4 25 | 0.88× | 3.19× | ||
| Q3 25 | 1.09× | 6.09× | ||
| Q2 25 | 1.49× | 2.72× | ||
| Q1 25 | 1.76× | -0.06× | ||
| Q4 24 | 1.22× | — | ||
| Q3 24 | 1.49× | 3.25× | ||
| Q2 24 | 1.10× | 3.59× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
