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Side-by-side financial comparison of Fidelity National Information Services (FIS) and SELECT MEDICAL HOLDINGS CORP (SEM). Click either name above to swap in a different company.
Fidelity National Information Services is the larger business by last-quarter revenue ($2.8B vs $1.4B, roughly 2.0× SELECT MEDICAL HOLDINGS CORP). Fidelity National Information Services runs the higher net margin — 18.2% vs 4.5%, a 13.7% gap on every dollar of revenue. On growth, Fidelity National Information Services posted the faster year-over-year revenue change (8.1% vs 5.0%). Over the past eight quarters, Fidelity National Information Services's revenue compounded faster (6.8% CAGR vs 5.3%).
Fidelity National Information Services, Inc. (FIS) is an American multinational corporation which offers a wide range of financial products and services. FIS is most known for its development of Financial Technology, or FinTech. Annually, FIS facilitates the movement of roughly US$9 trillion through the processing of approximately 75 billion transactions in service to more than 20,000 clients around the globe.
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.
FIS vs SEM — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $2.8B | $1.4B |
| Net Profit | $511.0M | $63.8M |
| Gross Margin | 38.3% | — |
| Operating Margin | 18.8% | 6.9% |
| Net Margin | 18.2% | 4.5% |
| Revenue YoY | 8.1% | 5.0% |
| Net Profit YoY | 97.3% | -14.7% |
| EPS (diluted) | $0.98 | $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 | ||
| Q4 25 | $2.8B | $1.4B | ||
| Q3 25 | $2.7B | $1.4B | ||
| Q2 25 | $2.6B | $1.3B | ||
| Q1 25 | $2.5B | $1.4B | ||
| Q4 24 | $2.6B | $1.3B | ||
| Q3 24 | $2.6B | $1.3B | ||
| Q2 24 | $2.5B | $1.3B |
| Q1 26 | — | $63.8M | ||
| Q4 25 | $511.0M | $20.2M | ||
| Q3 25 | $264.0M | $28.8M | ||
| Q2 25 | $-470.0M | $40.6M | ||
| Q1 25 | $77.0M | $56.7M | ||
| Q4 24 | $259.0M | $-16.1M | ||
| Q3 24 | $224.0M | $55.6M | ||
| Q2 24 | $243.0M | $77.6M |
| Q1 26 | — | — | ||
| Q4 25 | 38.3% | — | ||
| Q3 25 | 37.8% | — | ||
| Q2 25 | 36.4% | — | ||
| Q1 25 | 34.7% | — | ||
| Q4 24 | 36.9% | — | ||
| Q3 24 | 38.0% | — | ||
| Q2 24 | 38.2% | — |
| Q1 26 | — | 6.9% | ||
| Q4 25 | 18.8% | 4.6% | ||
| Q3 25 | 16.8% | 5.4% | ||
| Q2 25 | 15.6% | 6.5% | ||
| Q1 25 | 13.7% | 8.3% | ||
| Q4 24 | 18.5% | 1.6% | ||
| Q3 24 | 19.1% | 4.3% | ||
| Q2 24 | 15.2% | 5.8% |
| Q1 26 | — | 4.5% | ||
| Q4 25 | 18.2% | 1.4% | ||
| Q3 25 | 9.7% | 2.1% | ||
| Q2 25 | -18.0% | 3.0% | ||
| Q1 25 | 3.0% | 4.2% | ||
| Q4 24 | 10.0% | -1.2% | ||
| Q3 24 | 8.7% | 4.4% | ||
| Q2 24 | 9.8% | 6.1% |
| Q1 26 | — | $0.35 | ||
| Q4 25 | $0.98 | $0.17 | ||
| Q3 25 | $0.50 | $0.23 | ||
| Q2 25 | $-0.90 | $0.32 | ||
| Q1 25 | $0.15 | $0.44 | ||
| Q4 24 | $0.51 | $-0.12 | ||
| Q3 24 | $0.41 | $0.43 | ||
| Q2 24 | $0.44 | $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 | $599.0M | $25.7M |
| Total DebtLower is stronger | $9.1B | $1.8B |
| Stockholders' EquityBook value | $13.9B | $2.1B |
| Total Assets | $33.5B | $6.0B |
| Debt / EquityLower = less leverage | 0.65× | 0.88× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $25.7M | ||
| Q4 25 | $599.0M | $26.5M | ||
| Q3 25 | $571.0M | $60.1M | ||
| Q2 25 | $581.0M | $52.3M | ||
| Q1 25 | $805.0M | $53.2M | ||
| Q4 24 | $834.0M | $59.7M | ||
| Q3 24 | $1.3B | $191.5M | ||
| Q2 24 | $2.1B | $111.2M |
| Q1 26 | — | $1.8B | ||
| Q4 25 | $9.1B | $1.8B | ||
| Q3 25 | $8.9B | $1.7B | ||
| Q2 25 | $8.9B | $1.8B | ||
| Q1 25 | $8.7B | $1.8B | ||
| Q4 24 | $9.7B | $1.7B | ||
| Q3 24 | $10.5B | $3.1B | ||
| Q2 24 | $10.6B | $3.6B |
| Q1 26 | — | $2.1B | ||
| Q4 25 | $13.9B | $1.7B | ||
| Q3 25 | $13.9B | $1.7B | ||
| Q2 25 | $14.2B | $1.7B | ||
| Q1 25 | $15.1B | $1.7B | ||
| Q4 24 | $15.7B | $1.7B | ||
| Q3 24 | $16.6B | $1.9B | ||
| Q2 24 | $17.0B | $1.4B |
| Q1 26 | — | $6.0B | ||
| Q4 25 | $33.5B | $5.9B | ||
| Q3 25 | $33.0B | $5.7B | ||
| Q2 25 | $33.4B | $5.7B | ||
| Q1 25 | $32.8B | $5.7B | ||
| Q4 24 | $33.8B | $5.6B | ||
| Q3 24 | $34.3B | $8.0B | ||
| Q2 24 | $34.6B | $7.9B |
| Q1 26 | — | 0.88× | ||
| Q4 25 | 0.65× | 1.06× | ||
| Q3 25 | 0.64× | 1.03× | ||
| Q2 25 | 0.63× | 1.10× | ||
| Q1 25 | 0.57× | 1.03× | ||
| Q4 24 | 0.62× | 1.01× | ||
| Q3 24 | 0.63× | 1.62× | ||
| Q2 24 | 0.62× | 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 | $758.0M | — |
| Free Cash FlowOCF − Capex | $739.0M | — |
| FCF MarginFCF / Revenue | 26.3% | — |
| Capex IntensityCapex / Revenue | 0.7% | — |
| Cash ConversionOCF / Net Profit | 1.48× | — |
| TTM Free Cash FlowTrailing 4 quarters | $2.5B | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $758.0M | $64.3M | ||
| Q3 25 | $1.0B | $175.3M | ||
| Q2 25 | $382.0M | $110.3M | ||
| Q1 25 | $457.0M | $-3.5M | ||
| Q4 24 | $782.0M | $125.4M | ||
| Q3 24 | $641.0M | $181.0M | ||
| Q2 24 | $546.0M | $278.2M |
| Q1 26 | — | — | ||
| Q4 25 | $739.0M | $5.2M | ||
| Q3 25 | $952.0M | $122.2M | ||
| Q2 25 | $343.0M | $45.6M | ||
| Q1 25 | $420.0M | $-55.8M | ||
| Q4 24 | $764.0M | $62.0M | ||
| Q3 24 | $605.0M | $130.3M | ||
| Q2 24 | $530.0M | $222.6M |
| Q1 26 | — | — | ||
| Q4 25 | 26.3% | 0.4% | ||
| Q3 25 | 35.0% | 9.0% | ||
| Q2 25 | 13.1% | 3.4% | ||
| Q1 25 | 16.6% | -4.1% | ||
| Q4 24 | 29.4% | 4.7% | ||
| Q3 24 | 23.5% | 10.2% | ||
| Q2 24 | 21.3% | 17.4% |
| Q1 26 | — | — | ||
| Q4 25 | 0.7% | 4.2% | ||
| Q3 25 | 2.2% | 3.9% | ||
| Q2 25 | 1.5% | 4.8% | ||
| Q1 25 | 1.5% | 3.9% | ||
| Q4 24 | 0.7% | 4.8% | ||
| Q3 24 | 1.4% | 4.0% | ||
| Q2 24 | 0.6% | 4.3% |
| Q1 26 | — | — | ||
| Q4 25 | 1.48× | 3.19× | ||
| Q3 25 | 3.83× | 6.09× | ||
| Q2 25 | — | 2.72× | ||
| Q1 25 | 5.94× | -0.06× | ||
| Q4 24 | 3.02× | — | ||
| Q3 24 | 2.86× | 3.25× | ||
| Q2 24 | 2.25× | 3.59× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FIS
| Banking Solutions | $1.6B | 57% |
| Other | $701.0M | 25% |
| Capital Market Solutions | $508.0M | 18% |
SEM
Segment breakdown not available.
