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Side-by-side financial comparison of Rithm Capital Corp. (RITM) 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 $828.2M, roughly 1.7× Rithm Capital Corp.). Rithm Capital Corp. runs the higher net margin — 13.2% vs 4.5%, a 8.7% gap on every dollar of revenue. On growth, Rithm Capital Corp. posted the faster year-over-year revenue change (508.5% vs 5.0%). Over the past eight quarters, SELECT MEDICAL HOLDINGS CORP's revenue compounded faster (5.3% CAGR vs -17.9%).
Rithm Capital Corp. (Rithm) is an American investment management company headquartered in New York that focuses on real estate and alternative investments.
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.
RITM vs SEM — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $828.2M | $1.4B |
| Net Profit | $109.5M | $63.8M |
| Gross Margin | — | — |
| Operating Margin | 29.9% | 6.9% |
| Net Margin | 13.2% | 4.5% |
| Revenue YoY | 508.5% | 5.0% |
| Net Profit YoY | 27.7% | -14.7% |
| EPS (diluted) | $0.12 | $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 | $828.2M | $1.4B | ||
| Q4 25 | $1.5B | $1.4B | ||
| Q3 25 | $1.1B | $1.4B | ||
| Q2 25 | $1.2B | $1.3B | ||
| Q1 25 | $768.4M | $1.4B | ||
| Q4 24 | $2.1B | $1.3B | ||
| Q3 24 | $619.5M | $1.3B | ||
| Q2 24 | $1.2B | $1.3B |
| Q1 26 | $109.5M | $63.8M | ||
| Q4 25 | $85.0M | $20.2M | ||
| Q3 25 | $221.5M | $28.8M | ||
| Q2 25 | $311.7M | $40.6M | ||
| Q1 25 | $78.8M | $56.7M | ||
| Q4 24 | $290.2M | $-16.1M | ||
| Q3 24 | $121.7M | $55.6M | ||
| Q2 24 | $235.6M | $77.6M |
| Q1 26 | 29.9% | 6.9% | ||
| Q4 25 | 13.8% | 4.6% | ||
| Q3 25 | 21.4% | 5.4% | ||
| Q2 25 | 25.2% | 6.5% | ||
| Q1 25 | 7.4% | 8.3% | ||
| Q4 24 | 23.8% | 1.6% | ||
| Q3 24 | 7.3% | 4.3% | ||
| Q2 24 | 23.6% | 5.8% |
| Q1 26 | 13.2% | 4.5% | ||
| Q4 25 | 5.7% | 1.4% | ||
| Q3 25 | 20.0% | 2.1% | ||
| Q2 25 | 25.6% | 3.0% | ||
| Q1 25 | 10.3% | 4.2% | ||
| Q4 24 | 14.0% | -1.2% | ||
| Q3 24 | 19.7% | 4.4% | ||
| Q2 24 | 19.2% | 6.1% |
| Q1 26 | $0.12 | $0.35 | ||
| Q4 25 | $0.09 | $0.17 | ||
| Q3 25 | $0.35 | $0.23 | ||
| Q2 25 | $0.53 | $0.32 | ||
| Q1 25 | $0.07 | $0.44 | ||
| Q4 24 | $0.50 | $-0.12 | ||
| Q3 24 | $0.20 | $0.43 | ||
| Q2 24 | $0.43 | $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 | $9.1B | $2.1B |
| Total Assets | $53.4B | $6.0B |
| Debt / EquityLower = less leverage | — | 0.88× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $25.7M | ||
| Q4 25 | $1.8B | $26.5M | ||
| Q3 25 | $1.6B | $60.1M | ||
| Q2 25 | $1.6B | $52.3M | ||
| Q1 25 | $1.5B | $53.2M | ||
| Q4 24 | $1.5B | $59.7M | ||
| Q3 24 | $1.6B | $191.5M | ||
| Q2 24 | $1.2B | $111.2M |
| Q1 26 | — | $1.8B | ||
| Q4 25 | $35.4B | $1.8B | ||
| Q3 25 | $32.2B | $1.7B | ||
| Q2 25 | $31.2B | $1.8B | ||
| Q1 25 | $32.2B | $1.8B | ||
| Q4 24 | $32.6B | $1.7B | ||
| Q3 24 | $29.6B | $3.1B | ||
| Q2 24 | $30.1B | $3.6B |
| Q1 26 | $9.1B | $2.1B | ||
| Q4 25 | $8.4B | $1.7B | ||
| Q3 25 | $8.5B | $1.7B | ||
| Q2 25 | $7.9B | $1.7B | ||
| Q1 25 | $7.8B | $1.7B | ||
| Q4 24 | $7.8B | $1.7B | ||
| Q3 24 | $7.7B | $1.9B | ||
| Q2 24 | $7.3B | $1.4B |
| Q1 26 | $53.4B | $6.0B | ||
| Q4 25 | $53.1B | $5.9B | ||
| Q3 25 | $47.2B | $5.7B | ||
| Q2 25 | $44.3B | $5.7B | ||
| Q1 25 | $45.3B | $5.7B | ||
| Q4 24 | $46.0B | $5.6B | ||
| Q3 24 | $42.3B | $8.0B | ||
| Q2 24 | $42.0B | $7.9B |
| Q1 26 | — | 0.88× | ||
| Q4 25 | 4.20× | 1.06× | ||
| Q3 25 | 3.79× | 1.03× | ||
| Q2 25 | 3.92× | 1.10× | ||
| Q1 25 | 4.14× | 1.03× | ||
| Q4 24 | 4.18× | 1.01× | ||
| Q3 24 | 3.87× | 1.62× | ||
| Q2 24 | 4.10× | 2.54× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
RITM
| Servicing revenue, net | $375.1M | 45% |
| Other | $234.9M | 28% |
| Gain on originated residential mortgage loans, held-for-sale, net | $195.0M | 24% |
| Other revenue | $23.3M | 3% |
SEM
Segment breakdown not available.
