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Side-by-side financial comparison of SELECT MEDICAL HOLDINGS CORP (SEM) and Sylvamo Corp (SLVM). 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 $890.0M, roughly 1.6× Sylvamo Corp). Sylvamo Corp runs the higher net margin — 3.7% vs 1.4%, a 2.3% gap on every dollar of revenue. On growth, SELECT MEDICAL HOLDINGS CORP posted the faster year-over-year revenue change (6.4% vs -8.2%). Sylvamo Corp produced more free cash flow last quarter ($38.0M vs $5.2M). Over the past eight quarters, SELECT MEDICAL HOLDINGS CORP's revenue compounded faster (2.8% CAGR vs -0.8%).

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.

Sylvamo Corp is a leading global manufacturer of sustainable paper and pulp products. Its core offerings include uncoated printing paper, packaging paper, and market pulp, serving office supplies, publishing, commercial printing, and packaging segments across North America, Europe, and Latin America.

SEM vs SLVM — Head-to-Head

Bigger by revenue
SEM
SEM
1.6× larger
SEM
$1.4B
$890.0M
SLVM
Growing faster (revenue YoY)
SEM
SEM
+14.7% gap
SEM
6.4%
-8.2%
SLVM
Higher net margin
SLVM
SLVM
2.3% more per $
SLVM
3.7%
1.4%
SEM
More free cash flow
SLVM
SLVM
$32.8M more FCF
SLVM
$38.0M
$5.2M
SEM
Faster 2-yr revenue CAGR
SEM
SEM
Annualised
SEM
2.8%
-0.8%
SLVM

Income Statement — Q4 FY2025 vs Q4 FY2025

Metric
SEM
SEM
SLVM
SLVM
Revenue
$1.4B
$890.0M
Net Profit
$20.2M
$33.0M
Gross Margin
Operating Margin
4.6%
8.9%
Net Margin
1.4%
3.7%
Revenue YoY
6.4%
-8.2%
Net Profit YoY
225.7%
-59.3%
EPS (diluted)
$0.17
$0.81

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.

Revenue
SEM
SEM
SLVM
SLVM
Q4 25
$1.4B
$890.0M
Q3 25
$1.4B
$846.0M
Q2 25
$1.3B
$794.0M
Q1 25
$1.4B
$821.0M
Q4 24
$1.3B
$970.0M
Q3 24
$1.3B
$965.0M
Q2 24
$1.3B
$933.0M
Q1 24
$1.3B
$905.0M
Net Profit
SEM
SEM
SLVM
SLVM
Q4 25
$20.2M
$33.0M
Q3 25
$28.8M
$57.0M
Q2 25
$40.6M
$15.0M
Q1 25
$56.7M
$27.0M
Q4 24
$-16.1M
$81.0M
Q3 24
$55.6M
$95.0M
Q2 24
$77.6M
$83.0M
Q1 24
$96.9M
$43.0M
Operating Margin
SEM
SEM
SLVM
SLVM
Q4 25
4.6%
8.9%
Q3 25
5.4%
11.6%
Q2 25
6.5%
3.8%
Q1 25
8.3%
5.4%
Q4 24
1.6%
11.2%
Q3 24
4.3%
15.5%
Q2 24
5.8%
13.1%
Q1 24
9.0%
8.0%
Net Margin
SEM
SEM
SLVM
SLVM
Q4 25
1.4%
3.7%
Q3 25
2.1%
6.7%
Q2 25
3.0%
1.9%
Q1 25
4.2%
3.3%
Q4 24
-1.2%
8.4%
Q3 24
4.4%
9.8%
Q2 24
6.1%
8.9%
Q1 24
7.3%
4.8%
EPS (diluted)
SEM
SEM
SLVM
SLVM
Q4 25
$0.17
$0.81
Q3 25
$0.23
$1.41
Q2 25
$0.32
$0.37
Q1 25
$0.44
$0.65
Q4 24
$-0.12
$1.91
Q3 24
$0.43
$2.27
Q2 24
$0.60
$1.98
Q1 24
$0.75
$1.02

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
SEM
SEM
SLVM
SLVM
Cash + ST InvestmentsLiquidity on hand
$26.5M
$198.0M
Total DebtLower is stronger
$1.8B
$763.0M
Stockholders' EquityBook value
$1.7B
$966.0M
Total Assets
$5.9B
$2.8B
Debt / EquityLower = less leverage
1.06×
0.79×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
SEM
SEM
SLVM
SLVM
Q4 25
$26.5M
$198.0M
Q3 25
$60.1M
$146.0M
Q2 25
$52.3M
$183.0M
Q1 25
$53.2M
$220.0M
Q4 24
$59.7M
$309.0M
Q3 24
$191.5M
$414.0M
Q2 24
$111.2M
$213.0M
Q1 24
$92.6M
$218.0M
Total Debt
SEM
SEM
SLVM
SLVM
Q4 25
$1.8B
$763.0M
Q3 25
$1.7B
$778.0M
Q2 25
$1.8B
$767.0M
Q1 25
$1.8B
$794.0M
Q4 24
$1.7B
$782.0M
Q3 24
$3.1B
$883.0M
Q2 24
$3.6B
$894.0M
Q1 24
$3.8B
$921.0M
Stockholders' Equity
SEM
SEM
SLVM
SLVM
Q4 25
$1.7B
$966.0M
Q3 25
$1.7B
$977.0M
Q2 25
$1.7B
$959.0M
Q1 25
$1.7B
$908.0M
Q4 24
$1.7B
$847.0M
Q3 24
$1.9B
$937.0M
Q2 24
$1.4B
$830.0M
Q1 24
$1.4B
$889.0M
Total Assets
SEM
SEM
SLVM
SLVM
Q4 25
$5.9B
$2.8B
Q3 25
$5.7B
$2.7B
Q2 25
$5.7B
$2.7B
Q1 25
$5.7B
$2.6B
Q4 24
$5.6B
$2.6B
Q3 24
$8.0B
$2.9B
Q2 24
$7.9B
$2.7B
Q1 24
$7.9B
$2.6B
Debt / Equity
SEM
SEM
SLVM
SLVM
Q4 25
1.06×
0.79×
Q3 25
1.03×
0.80×
Q2 25
1.10×
0.80×
Q1 25
1.03×
0.87×
Q4 24
1.01×
0.92×
Q3 24
1.62×
0.94×
Q2 24
2.54×
1.08×
Q1 24
2.75×
1.04×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
SEM
SEM
SLVM
SLVM
Operating Cash FlowLast quarter
$64.3M
$94.0M
Free Cash FlowOCF − Capex
$5.2M
$38.0M
FCF MarginFCF / Revenue
0.4%
4.3%
Capex IntensityCapex / Revenue
4.2%
6.3%
Cash ConversionOCF / Net Profit
3.19×
2.85×
TTM Free Cash FlowTrailing 4 quarters
$117.2M
$44.0M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
SEM
SEM
SLVM
SLVM
Q4 25
$64.3M
$94.0M
Q3 25
$175.3M
$87.0M
Q2 25
$110.3M
$64.0M
Q1 25
$-3.5M
$23.0M
Q4 24
$125.4M
$164.0M
Q3 24
$181.0M
$163.0M
Q2 24
$278.2M
$115.0M
Q1 24
$-66.7M
$27.0M
Free Cash Flow
SEM
SEM
SLVM
SLVM
Q4 25
$5.2M
$38.0M
Q3 25
$122.2M
$33.0M
Q2 25
$45.6M
$-2.0M
Q1 25
$-55.8M
$-25.0M
Q4 24
$62.0M
$100.0M
Q3 24
$130.3M
$119.0M
Q2 24
$222.6M
$62.0M
Q1 24
$-119.2M
$-33.0M
FCF Margin
SEM
SEM
SLVM
SLVM
Q4 25
0.4%
4.3%
Q3 25
9.0%
3.9%
Q2 25
3.4%
-0.3%
Q1 25
-4.1%
-3.0%
Q4 24
4.7%
10.3%
Q3 24
10.2%
12.3%
Q2 24
17.4%
6.6%
Q1 24
-9.0%
-3.6%
Capex Intensity
SEM
SEM
SLVM
SLVM
Q4 25
4.2%
6.3%
Q3 25
3.9%
6.4%
Q2 25
4.8%
8.3%
Q1 25
3.9%
5.8%
Q4 24
4.8%
6.6%
Q3 24
4.0%
4.6%
Q2 24
4.3%
5.7%
Q1 24
4.0%
6.6%
Cash Conversion
SEM
SEM
SLVM
SLVM
Q4 25
3.19×
2.85×
Q3 25
6.09×
1.53×
Q2 25
2.72×
4.27×
Q1 25
-0.06×
0.85×
Q4 24
2.02×
Q3 24
3.25×
1.72×
Q2 24
3.59×
1.39×
Q1 24
-0.69×
0.63×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

SEM
SEM

Critical Illness Recovery Hospitals$629.7M45%
Health Care Patient Service Non Medicare$428.6M31%
Rehabilitation Hospitals$339.2M24%

SLVM
SLVM

Segment breakdown not available.

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