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Side-by-side financial comparison of OPEN TEXT CORP (OTEX) 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 $1.3B, roughly 1.1× OPEN TEXT CORP). OPEN TEXT CORP runs the higher net margin — 12.7% vs 4.5%, a 8.2% gap on every dollar of revenue. On growth, SELECT MEDICAL HOLDINGS CORP posted the faster year-over-year revenue change (5.0% vs -0.6%). Over the past eight quarters, SELECT MEDICAL HOLDINGS CORP's revenue compounded faster (5.3% CAGR vs -4.3%).
Open Text Corporation is a global software company that develops and sells information management software.
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.
OTEX vs SEM — Head-to-Head
Income Statement — Q2 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.3B | $1.4B |
| Net Profit | $168.1M | $63.8M |
| Gross Margin | 74.0% | — |
| Operating Margin | 22.0% | 6.9% |
| Net Margin | 12.7% | 4.5% |
| Revenue YoY | -0.6% | 5.0% |
| Net Profit YoY | -26.9% | -14.7% |
| EPS (diluted) | $0.66 | $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 | $1.3B | $1.4B | ||
| Q3 25 | $1.3B | $1.4B | ||
| Q2 25 | $1.3B | $1.3B | ||
| Q1 25 | $1.3B | $1.4B | ||
| Q4 24 | $1.3B | $1.3B | ||
| Q3 24 | $1.3B | $1.3B | ||
| Q2 24 | $1.4B | $1.3B |
| Q1 26 | — | $63.8M | ||
| Q4 25 | $168.1M | $20.2M | ||
| Q3 25 | $146.6M | $28.8M | ||
| Q2 25 | $28.8M | $40.6M | ||
| Q1 25 | $92.8M | $56.7M | ||
| Q4 24 | $229.9M | $-16.1M | ||
| Q3 24 | $84.4M | $55.6M | ||
| Q2 24 | $248.2M | $77.6M |
| Q1 26 | — | — | ||
| Q4 25 | 74.0% | — | ||
| Q3 25 | 72.8% | — | ||
| Q2 25 | 72.3% | — | ||
| Q1 25 | 71.6% | — | ||
| Q4 24 | 73.3% | — | ||
| Q3 24 | 71.7% | — | ||
| Q2 24 | 72.5% | — |
| Q1 26 | — | 6.9% | ||
| Q4 25 | 22.0% | 4.6% | ||
| Q3 25 | 21.0% | 5.4% | ||
| Q2 25 | 13.9% | 6.5% | ||
| Q1 25 | 16.7% | 8.3% | ||
| Q4 24 | 22.2% | 1.6% | ||
| Q3 24 | 16.3% | 4.3% | ||
| Q2 24 | 14.2% | 5.8% |
| Q1 26 | — | 4.5% | ||
| Q4 25 | 12.7% | 1.4% | ||
| Q3 25 | 11.4% | 2.1% | ||
| Q2 25 | 2.2% | 3.0% | ||
| Q1 25 | 7.4% | 4.2% | ||
| Q4 24 | 17.2% | -1.2% | ||
| Q3 24 | 6.6% | 4.4% | ||
| Q2 24 | 18.2% | 6.1% |
| Q1 26 | — | $0.35 | ||
| Q4 25 | $0.66 | $0.17 | ||
| Q3 25 | $0.58 | $0.23 | ||
| Q2 25 | $0.11 | $0.32 | ||
| Q1 25 | $0.35 | $0.44 | ||
| Q4 24 | $0.87 | $-0.12 | ||
| Q3 24 | $0.32 | $0.43 | ||
| Q2 24 | $0.91 | $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 | $1.3B | $25.7M |
| Total DebtLower is stronger | $6.4B | $1.8B |
| Stockholders' EquityBook value | $4.0B | $2.1B |
| Total Assets | $13.6B | $6.0B |
| Debt / EquityLower = less leverage | 1.58× | 0.88× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $25.7M | ||
| Q4 25 | $1.3B | $26.5M | ||
| Q3 25 | $1.1B | $60.1M | ||
| Q2 25 | $1.2B | $52.3M | ||
| Q1 25 | $1.3B | $53.2M | ||
| Q4 24 | $1.1B | $59.7M | ||
| Q3 24 | $1.0B | $191.5M | ||
| Q2 24 | $1.3B | $111.2M |
| Q1 26 | — | $1.8B | ||
| Q4 25 | $6.4B | $1.8B | ||
| Q3 25 | $6.4B | $1.7B | ||
| Q2 25 | $6.4B | $1.8B | ||
| Q1 25 | $6.4B | $1.8B | ||
| Q4 24 | $6.4B | $1.7B | ||
| Q3 24 | $6.4B | $3.1B | ||
| Q2 24 | $6.4B | $3.6B |
| Q1 26 | — | $2.1B | ||
| Q4 25 | $4.0B | $1.7B | ||
| Q3 25 | $4.0B | $1.7B | ||
| Q2 25 | $3.9B | $1.7B | ||
| Q1 25 | $4.1B | $1.7B | ||
| Q4 24 | $4.2B | $1.7B | ||
| Q3 24 | $4.1B | $1.9B | ||
| Q2 24 | $4.2B | $1.4B |
| Q1 26 | — | $6.0B | ||
| Q4 25 | $13.6B | $5.9B | ||
| Q3 25 | $13.5B | $5.7B | ||
| Q2 25 | $13.8B | $5.7B | ||
| Q1 25 | $13.8B | $5.7B | ||
| Q4 24 | $13.7B | $5.6B | ||
| Q3 24 | $13.8B | $8.0B | ||
| Q2 24 | $14.2B | $7.9B |
| Q1 26 | — | 0.88× | ||
| Q4 25 | 1.58× | 1.06× | ||
| Q3 25 | 1.61× | 1.03× | ||
| Q2 25 | 1.62× | 1.10× | ||
| Q1 25 | 1.55× | 1.03× | ||
| Q4 24 | 1.51× | 1.01× | ||
| Q3 24 | 1.55× | 1.62× | ||
| Q2 24 | 1.52× | 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 | $318.7M | — |
| Free Cash FlowOCF − Capex | $279.4M | — |
| FCF MarginFCF / Revenue | 21.1% | — |
| Capex IntensityCapex / Revenue | 3.0% | — |
| Cash ConversionOCF / Net Profit | 1.90× | — |
| TTM Free Cash FlowTrailing 4 quarters | $878.5M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $318.7M | $64.3M | ||
| Q3 25 | $147.8M | $175.3M | ||
| Q2 25 | $158.2M | $110.3M | ||
| Q1 25 | $402.2M | $-3.5M | ||
| Q4 24 | $348.0M | $125.4M | ||
| Q3 24 | $-77.8M | $181.0M | ||
| Q2 24 | $185.2M | $278.2M |
| Q1 26 | — | — | ||
| Q4 25 | $279.4M | $5.2M | ||
| Q3 25 | $101.2M | $122.2M | ||
| Q2 25 | $124.0M | $45.6M | ||
| Q1 25 | $373.8M | $-55.8M | ||
| Q4 24 | $306.7M | $62.0M | ||
| Q3 24 | $-117.1M | $130.3M | ||
| Q2 24 | $145.2M | $222.6M |
| Q1 26 | — | — | ||
| Q4 25 | 21.1% | 0.4% | ||
| Q3 25 | 7.9% | 9.0% | ||
| Q2 25 | 9.5% | 3.4% | ||
| Q1 25 | 29.8% | -4.1% | ||
| Q4 24 | 23.0% | 4.7% | ||
| Q3 24 | -9.2% | 10.2% | ||
| Q2 24 | 10.7% | 17.4% |
| Q1 26 | — | — | ||
| Q4 25 | 3.0% | 4.2% | ||
| Q3 25 | 3.6% | 3.9% | ||
| Q2 25 | 2.6% | 4.8% | ||
| Q1 25 | 2.3% | 3.9% | ||
| Q4 24 | 3.1% | 4.8% | ||
| Q3 24 | 3.1% | 4.0% | ||
| Q2 24 | 2.9% | 4.3% |
| Q1 26 | — | — | ||
| Q4 25 | 1.90× | 3.19× | ||
| Q3 25 | 1.01× | 6.09× | ||
| Q2 25 | 5.49× | 2.72× | ||
| Q1 25 | 4.33× | -0.06× | ||
| Q4 24 | 1.51× | — | ||
| Q3 24 | -0.92× | 3.25× | ||
| Q2 24 | 0.75× | 3.59× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
OTEX
| Transferred At Point In Time | $184.2M | 14% |
| Cybersecurity Enterprise Product | $174.5M | 13% |
| Business Network Product | $159.8M | 12% |
| Business Network Cloud Services And Subscriptions | $151.4M | 11% |
| Content Cloud Services And Subscriptions | $137.9M | 10% |
| Cybersecurity SMB Consumer Product | $127.6M | 10% |
| Application Delivery Management Product | $120.1M | 9% |
| IT Operations Management Product | $113.3M | 9% |
| Professional Service And Other | $82.5M | 6% |
| Analytics Product | $58.1M | 4% |
| IT Operations Management Cloud Services And Subscriptions | $7.8M | 1% |
SEM
Segment breakdown not available.
