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Side-by-side financial comparison of Grocery Outlet Holding Corp. (GO) 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 $1.2B, roughly 1.2× Grocery Outlet Holding Corp.). SELECT MEDICAL HOLDINGS CORP runs the higher net margin — 4.5% vs -18.5%, a 23.0% gap on every dollar of revenue. On growth, Grocery Outlet Holding Corp. posted the faster year-over-year revenue change (10.7% vs 5.0%). Over the past eight quarters, Grocery Outlet Holding Corp.'s revenue compounded faster (8.3% CAGR vs 5.3%).
Grocery Outlet Holding Corp. is an American discount closeout retailer consisting exclusively of supermarket locations that offer discounted, overstocked, and closeout products from name-brand and private-label suppliers. The company has stores in California, Oregon, Washington, Idaho, Nevada, Maryland, Pennsylvania, New Jersey, Ohio, and Delaware.
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.
GO vs SEM — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.2B | $1.4B |
| Net Profit | $-224.9M | $63.8M |
| Gross Margin | 29.7% | — |
| Operating Margin | — | 6.9% |
| Net Margin | -18.5% | 4.5% |
| Revenue YoY | 10.7% | 5.0% |
| Net Profit YoY | -669.9% | -14.7% |
| EPS (diluted) | $-2.22 | $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 | $1.2B | $1.4B | ||
| Q4 25 | — | $1.4B | ||
| Q3 25 | $1.2B | $1.4B | ||
| Q2 25 | $1.2B | $1.3B | ||
| Q1 25 | $1.1B | $1.4B | ||
| Q4 24 | $1.1B | $1.3B | ||
| Q3 24 | $1.1B | $1.3B | ||
| Q2 24 | $1.1B | $1.3B |
| Q1 26 | $-224.9M | $63.8M | ||
| Q4 25 | — | $20.2M | ||
| Q3 25 | $11.6M | $28.8M | ||
| Q2 25 | $5.0M | $40.6M | ||
| Q1 25 | $-23.3M | $56.7M | ||
| Q4 24 | $2.3M | $-16.1M | ||
| Q3 24 | $24.2M | $55.6M | ||
| Q2 24 | $14.0M | $77.6M |
| Q1 26 | 29.7% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 30.4% | — | ||
| Q2 25 | 30.6% | — | ||
| Q1 25 | 30.4% | — | ||
| Q4 24 | 29.5% | — | ||
| Q3 24 | 31.1% | — | ||
| Q2 24 | 30.9% | — |
| Q1 26 | — | 6.9% | ||
| Q4 25 | — | 4.6% | ||
| Q3 25 | 2.0% | 5.4% | ||
| Q2 25 | 1.1% | 6.5% | ||
| Q1 25 | -2.0% | 8.3% | ||
| Q4 24 | 1.0% | 1.6% | ||
| Q3 24 | 3.6% | 4.3% | ||
| Q2 24 | 2.3% | 5.8% |
| Q1 26 | -18.5% | 4.5% | ||
| Q4 25 | — | 1.4% | ||
| Q3 25 | 1.0% | 2.1% | ||
| Q2 25 | 0.4% | 3.0% | ||
| Q1 25 | -2.1% | 4.2% | ||
| Q4 24 | 0.2% | -1.2% | ||
| Q3 24 | 2.2% | 4.4% | ||
| Q2 24 | 1.2% | 6.1% |
| Q1 26 | $-2.22 | $0.35 | ||
| Q4 25 | — | $0.17 | ||
| Q3 25 | $0.12 | $0.23 | ||
| Q2 25 | $0.05 | $0.32 | ||
| Q1 25 | $-0.24 | $0.44 | ||
| Q4 24 | $0.03 | $-0.12 | ||
| Q3 24 | $0.24 | $0.43 | ||
| Q2 24 | $0.14 | $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 | $69.6M | $25.7M |
| Total DebtLower is stronger | $15.0M | $1.8B |
| Stockholders' EquityBook value | $983.7M | $2.1B |
| Total Assets | $3.1B | $6.0B |
| Debt / EquityLower = less leverage | 0.02× | 0.88× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $69.6M | $25.7M | ||
| Q4 25 | — | $26.5M | ||
| Q3 25 | $52.1M | $60.1M | ||
| Q2 25 | $55.2M | $52.3M | ||
| Q1 25 | $50.9M | $53.2M | ||
| Q4 24 | $62.8M | $59.7M | ||
| Q3 24 | $68.7M | $191.5M | ||
| Q2 24 | $67.1M | $111.2M |
| Q1 26 | $15.0M | $1.8B | ||
| Q4 25 | — | $1.8B | ||
| Q3 25 | $500.3M | $1.7B | ||
| Q2 25 | $473.9M | $1.8B | ||
| Q1 25 | $475.7M | $1.8B | ||
| Q4 24 | $477.5M | $1.7B | ||
| Q3 24 | $429.3M | $3.1B | ||
| Q2 24 | $379.2M | $3.6B |
| Q1 26 | $983.7M | $2.1B | ||
| Q4 25 | — | $1.7B | ||
| Q3 25 | $1.2B | $1.7B | ||
| Q2 25 | $1.2B | $1.7B | ||
| Q1 25 | $1.2B | $1.7B | ||
| Q4 24 | $1.2B | $1.7B | ||
| Q3 24 | $1.2B | $1.9B | ||
| Q2 24 | $1.2B | $1.4B |
| Q1 26 | $3.1B | $6.0B | ||
| Q4 25 | — | $5.9B | ||
| Q3 25 | $3.4B | $5.7B | ||
| Q2 25 | $3.3B | $5.7B | ||
| Q1 25 | $3.3B | $5.7B | ||
| Q4 24 | $3.2B | $5.6B | ||
| Q3 24 | $3.1B | $8.0B | ||
| Q2 24 | $3.1B | $7.9B |
| Q1 26 | 0.02× | 0.88× | ||
| Q4 25 | — | 1.06× | ||
| Q3 25 | 0.42× | 1.03× | ||
| Q2 25 | 0.40× | 1.10× | ||
| Q1 25 | 0.40× | 1.03× | ||
| Q4 24 | 0.40× | 1.01× | ||
| Q3 24 | 0.35× | 1.62× | ||
| Q2 24 | 0.31× | 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 | $222.1M | — |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $222.1M | — | ||
| Q4 25 | — | $64.3M | ||
| Q3 25 | $17.3M | $175.3M | ||
| Q2 25 | $73.6M | $110.3M | ||
| Q1 25 | $58.9M | $-3.5M | ||
| Q4 24 | $39.5M | $125.4M | ||
| Q3 24 | $23.0M | $181.0M | ||
| Q2 24 | $41.6M | $278.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | $5.2M | ||
| Q3 25 | $-21.6M | $122.2M | ||
| Q2 25 | $14.4M | $45.6M | ||
| Q1 25 | $-1.5M | $-55.8M | ||
| Q4 24 | $-19.6M | $62.0M | ||
| Q3 24 | $-19.3M | $130.3M | ||
| Q2 24 | $2.7M | $222.6M |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.4% | ||
| Q3 25 | -1.8% | 9.0% | ||
| Q2 25 | 1.2% | 3.4% | ||
| Q1 25 | -0.1% | -4.1% | ||
| Q4 24 | -1.8% | 4.7% | ||
| Q3 24 | -1.7% | 10.2% | ||
| Q2 24 | 0.2% | 17.4% |
| Q1 26 | — | — | ||
| Q4 25 | — | 4.2% | ||
| Q3 25 | 3.3% | 3.9% | ||
| Q2 25 | 5.0% | 4.8% | ||
| Q1 25 | 5.4% | 3.9% | ||
| Q4 24 | 5.4% | 4.8% | ||
| Q3 24 | 3.8% | 4.0% | ||
| Q2 24 | 3.4% | 4.3% |
| Q1 26 | — | — | ||
| Q4 25 | — | 3.19× | ||
| Q3 25 | 1.49× | 6.09× | ||
| Q2 25 | 14.84× | 2.72× | ||
| Q1 25 | — | -0.06× | ||
| Q4 24 | 17.09× | — | ||
| Q3 24 | 0.95× | 3.25× | ||
| Q2 24 | 2.97× | 3.59× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
