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Side-by-side financial comparison of Lightspeed Commerce Inc. (LSPD) 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 $823.4M, roughly 1.7× Lightspeed Commerce Inc.). SELECT MEDICAL HOLDINGS CORP runs the higher net margin — 4.5% vs -11.1%, a 15.6% gap on every dollar of revenue. Over the past eight quarters, Lightspeed Commerce Inc.'s revenue compounded faster (89.1% CAGR vs 5.3%).
Lightspeed Commerce is a point-of-sale and e-commerce software provider based in Montreal, Quebec, Canada. It was founded in 2005 by Dax da Silva, who was its CEO until February 2022. It has offices in Montreal, New York, Ottawa, Toronto, London, Belfast, Amsterdam, Berlin, Geneva, Ghent, Melbourne, Ulyanovsk, Yerevan and Tbilisi. It offers its services to retail, restaurant, and hospitality businesses.
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.
LSPD vs SEM — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | ||
|---|---|---|
| Revenue | $823.4M | $1.4B |
| Net Profit | $-91.3M | $63.8M |
| Gross Margin | 41.1% | — |
| Operating Margin | -14.1% | 6.9% |
| Net Margin | -11.1% | 4.5% |
| Revenue YoY | — | 5.0% |
| Net Profit YoY | — | -14.7% |
| EPS (diluted) | — | $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 | $823.4M | $1.4B | ||
| Q3 25 | $543.3M | $1.4B | ||
| Q2 25 | $266.1M | $1.3B | ||
| Q1 25 | $253.4M | $1.4B | ||
| Q4 24 | $679.1M | $1.3B | ||
| Q3 24 | $439.4M | $1.3B | ||
| Q2 24 | $209.1M | $1.3B |
| Q1 26 | — | $63.8M | ||
| Q4 25 | $-91.3M | $20.2M | ||
| Q3 25 | $-64.7M | $28.8M | ||
| Q2 25 | $-35.0M | $40.6M | ||
| Q1 25 | $-575.9M | $56.7M | ||
| Q4 24 | $-131.4M | $-16.1M | ||
| Q3 24 | $-91.2M | $55.6M | ||
| Q2 24 | $-48.7M | $77.6M |
| Q1 26 | — | — | ||
| Q4 25 | 41.1% | — | ||
| Q3 25 | 41.0% | — | ||
| Q2 25 | 40.7% | — | ||
| Q1 25 | 44.1% | — | ||
| Q4 24 | 42.1% | — | ||
| Q3 24 | 41.9% | — | ||
| Q2 24 | 42.0% | — |
| Q1 26 | — | 6.9% | ||
| Q4 25 | -14.1% | 4.6% | ||
| Q3 25 | -15.1% | 5.4% | ||
| Q2 25 | -16.6% | 6.5% | ||
| Q1 25 | -228.9% | 8.3% | ||
| Q4 24 | -23.8% | 1.6% | ||
| Q3 24 | -25.1% | 4.3% | ||
| Q2 24 | -27.9% | 5.8% |
| Q1 26 | — | 4.5% | ||
| Q4 25 | -11.1% | 1.4% | ||
| Q3 25 | -11.9% | 2.1% | ||
| Q2 25 | -13.2% | 3.0% | ||
| Q1 25 | -227.3% | 4.2% | ||
| Q4 24 | -19.4% | -1.2% | ||
| Q3 24 | -20.8% | 4.4% | ||
| Q2 24 | -23.3% | 6.1% |
| Q1 26 | — | $0.35 | ||
| Q4 25 | — | $0.17 | ||
| Q3 25 | — | $0.23 | ||
| Q2 25 | — | $0.32 | ||
| Q1 25 | $0.10 | $0.44 | ||
| Q4 24 | — | $-0.12 | ||
| Q3 24 | — | $0.43 | ||
| Q2 24 | $-0.01 | $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 | — | $25.7M |
| Total DebtLower is stronger | — | $1.8B |
| Stockholders' EquityBook value | — | $2.1B |
| Total Assets | — | $6.0B |
| Debt / EquityLower = less leverage | — | 0.88× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $25.7M | ||
| Q4 25 | — | $26.5M | ||
| Q3 25 | — | $60.1M | ||
| Q2 25 | — | $52.3M | ||
| Q1 25 | — | $53.2M | ||
| Q4 24 | — | $59.7M | ||
| Q3 24 | — | $191.5M | ||
| Q2 24 | — | $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 | — | $2.1B | ||
| Q4 25 | — | $1.7B | ||
| Q3 25 | — | $1.7B | ||
| Q2 25 | — | $1.7B | ||
| Q1 25 | — | $1.7B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | — | $1.9B | ||
| Q2 24 | — | $1.4B |
| Q1 26 | — | $6.0B | ||
| Q4 25 | — | $5.9B | ||
| Q3 25 | — | $5.7B | ||
| Q2 25 | — | $5.7B | ||
| Q1 25 | — | $5.7B | ||
| Q4 24 | — | $5.6B | ||
| Q3 24 | — | $8.0B | ||
| Q2 24 | — | $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× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.