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Side-by-side financial comparison of SELECT MEDICAL HOLDINGS CORP (SEM) and SOMNIGROUP INTERNATIONAL INC. (SGI). Click either name above to swap in a different company.
SOMNIGROUP INTERNATIONAL INC. is the larger business by last-quarter revenue ($1.9B vs $1.4B, roughly 1.3× SELECT MEDICAL HOLDINGS CORP). SOMNIGROUP INTERNATIONAL INC. runs the higher net margin — 7.5% vs 1.4%, a 6.1% gap on every dollar of revenue. On growth, SOMNIGROUP INTERNATIONAL INC. posted the faster year-over-year revenue change (54.7% vs 6.4%). SOMNIGROUP INTERNATIONAL INC. produced more free cash flow last quarter ($41.1M vs $5.2M). Over the past eight quarters, SOMNIGROUP INTERNATIONAL INC.'s revenue compounded faster (25.3% CAGR vs 2.8%).
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.
Somnigroup International Inc. is an American manufacturer of mattresses and bedding products.
SEM vs SGI — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.4B | $1.9B |
| Net Profit | $20.2M | $140.8M |
| Gross Margin | — | 44.0% |
| Operating Margin | 4.6% | 13.2% |
| Net Margin | 1.4% | 7.5% |
| Revenue YoY | 6.4% | 54.7% |
| Net Profit YoY | 225.7% | 95.8% |
| EPS (diluted) | $0.17 | $0.71 |
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.
| Q4 25 | $1.4B | $1.9B | ||
| Q3 25 | $1.4B | $2.1B | ||
| Q2 25 | $1.3B | $1.9B | ||
| Q1 25 | $1.4B | $1.6B | ||
| Q4 24 | $1.3B | $1.2B | ||
| Q3 24 | $1.3B | $1.3B | ||
| Q2 24 | $1.3B | $1.2B | ||
| Q1 24 | $1.3B | $1.2B |
| Q4 25 | $20.2M | $140.8M | ||
| Q3 25 | $28.8M | $177.4M | ||
| Q2 25 | $40.6M | $99.0M | ||
| Q1 25 | $56.7M | $-33.1M | ||
| Q4 24 | $-16.1M | $71.9M | ||
| Q3 24 | $55.6M | $130.0M | ||
| Q2 24 | $77.6M | $106.1M | ||
| Q1 24 | $96.9M | $76.3M |
| Q4 25 | — | 44.0% | ||
| Q3 25 | — | 44.9% | ||
| Q2 25 | — | 44.0% | ||
| Q1 25 | — | 36.2% | ||
| Q4 24 | — | 43.3% | ||
| Q3 24 | — | 45.4% | ||
| Q2 24 | — | 44.9% | ||
| Q1 24 | — | 43.1% |
| Q4 25 | 4.6% | 13.2% | ||
| Q3 25 | 5.4% | 14.8% | ||
| Q2 25 | 6.5% | 9.6% | ||
| Q1 25 | 8.3% | 0.8% | ||
| Q4 24 | 1.6% | 10.6% | ||
| Q3 24 | 4.3% | 15.5% | ||
| Q2 24 | 5.8% | 14.0% | ||
| Q1 24 | 9.0% | 11.1% |
| Q4 25 | 1.4% | 7.5% | ||
| Q3 25 | 2.1% | 8.4% | ||
| Q2 25 | 3.0% | 5.3% | ||
| Q1 25 | 4.2% | -2.1% | ||
| Q4 24 | -1.2% | 6.0% | ||
| Q3 24 | 4.4% | 10.0% | ||
| Q2 24 | 6.1% | 8.6% | ||
| Q1 24 | 7.3% | 6.4% |
| Q4 25 | $0.17 | $0.71 | ||
| Q3 25 | $0.23 | $0.83 | ||
| Q2 25 | $0.32 | $0.47 | ||
| Q1 25 | $0.44 | $-0.17 | ||
| Q4 24 | $-0.12 | $0.40 | ||
| Q3 24 | $0.43 | $0.73 | ||
| Q2 24 | $0.60 | $0.60 | ||
| Q1 24 | $0.75 | $0.43 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $26.5M | — |
| Total DebtLower is stronger | $1.8B | $4.6B |
| Stockholders' EquityBook value | $1.7B | $3.1B |
| Total Assets | $5.9B | $11.6B |
| Debt / EquityLower = less leverage | 1.06× | 1.47× |
8-quarter trend — quarters aligned by calendar period.
| 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 24 | $92.6M | — |
| Q4 25 | $1.8B | $4.6B | ||
| Q3 25 | $1.7B | $4.5B | ||
| Q2 25 | $1.8B | $4.8B | ||
| Q1 25 | $1.8B | $4.9B | ||
| Q4 24 | $1.7B | $3.7B | ||
| Q3 24 | $3.1B | $2.2B | ||
| Q2 24 | $3.6B | $2.4B | ||
| Q1 24 | $3.8B | $2.5B |
| Q4 25 | $1.7B | $3.1B | ||
| Q3 25 | $1.7B | $3.0B | ||
| Q2 25 | $1.7B | $2.8B | ||
| Q1 25 | $1.7B | $2.7B | ||
| Q4 24 | $1.7B | $559.0M | ||
| Q3 24 | $1.9B | $564.5M | ||
| Q2 24 | $1.4B | $411.8M | ||
| Q1 24 | $1.4B | $326.6M |
| Q4 25 | $5.9B | $11.6B | ||
| Q3 25 | $5.7B | $11.4B | ||
| Q2 25 | $5.7B | $11.4B | ||
| Q1 25 | $5.7B | $11.3B | ||
| Q4 24 | $5.6B | $6.0B | ||
| Q3 24 | $8.0B | $4.6B | ||
| Q2 24 | $7.9B | $4.6B | ||
| Q1 24 | $7.9B | $4.6B |
| Q4 25 | 1.06× | 1.47× | ||
| Q3 25 | 1.03× | 1.51× | ||
| Q2 25 | 1.10× | 1.69× | ||
| Q1 25 | 1.03× | 1.79× | ||
| Q4 24 | 1.01× | 6.69× | ||
| Q3 24 | 1.62× | 3.95× | ||
| Q2 24 | 2.54× | 5.92× | ||
| Q1 24 | 2.75× | 7.74× |
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 | $64.3M | $99.4M |
| Free Cash FlowOCF − Capex | $5.2M | $41.1M |
| FCF MarginFCF / Revenue | 0.4% | 2.2% |
| Capex IntensityCapex / Revenue | 4.2% | 3.1% |
| Cash ConversionOCF / Net Profit | 3.19× | 0.71× |
| TTM Free Cash FlowTrailing 4 quarters | $117.2M | $633.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $64.3M | $99.4M | ||
| Q3 25 | $175.3M | $408.2M | ||
| Q2 25 | $110.3M | $186.1M | ||
| Q1 25 | $-3.5M | $106.4M | ||
| Q4 24 | $125.4M | $129.1M | ||
| Q3 24 | $181.0M | $256.6M | ||
| Q2 24 | $278.2M | $150.6M | ||
| Q1 24 | $-66.7M | $130.2M |
| Q4 25 | $5.2M | $41.1M | ||
| Q3 25 | $122.2M | $360.3M | ||
| Q2 25 | $45.6M | $149.4M | ||
| Q1 25 | $-55.8M | $82.4M | ||
| Q4 24 | $62.0M | $108.2M | ||
| Q3 24 | $130.3M | $240.2M | ||
| Q2 24 | $222.6M | $122.1M | ||
| Q1 24 | $-119.2M | $98.7M |
| Q4 25 | 0.4% | 2.2% | ||
| Q3 25 | 9.0% | 17.0% | ||
| Q2 25 | 3.4% | 7.9% | ||
| Q1 25 | -4.1% | 5.1% | ||
| Q4 24 | 4.7% | 9.0% | ||
| Q3 24 | 10.2% | 18.5% | ||
| Q2 24 | 17.4% | 9.9% | ||
| Q1 24 | -9.0% | 8.3% |
| Q4 25 | 4.2% | 3.1% | ||
| Q3 25 | 3.9% | 2.3% | ||
| Q2 25 | 4.8% | 2.0% | ||
| Q1 25 | 3.9% | 1.5% | ||
| Q4 24 | 4.8% | 1.7% | ||
| Q3 24 | 4.0% | 1.3% | ||
| Q2 24 | 4.3% | 2.3% | ||
| Q1 24 | 4.0% | 2.6% |
| Q4 25 | 3.19× | 0.71× | ||
| Q3 25 | 6.09× | 2.30× | ||
| Q2 25 | 2.72× | 1.88× | ||
| Q1 25 | -0.06× | — | ||
| Q4 24 | — | 1.80× | ||
| Q3 24 | 3.25× | 1.97× | ||
| Q2 24 | 3.59× | 1.42× | ||
| Q1 24 | -0.69× | 1.71× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
SEM
| Critical Illness Recovery Hospitals | $629.7M | 45% |
| Health Care Patient Service Non Medicare | $428.6M | 31% |
| Rehabilitation Hospitals | $339.2M | 24% |
SGI
| Mattress Firm Segment | $892.1M | 48% |
| Tempur Sealy North America Segment | $620.5M | 33% |
| Tempur Sealy International Segment | $355.8M | 19% |
