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Side-by-side financial comparison of AMERICAN PUBLIC EDUCATION INC (APEI) and DiamondRock Hospitality Co (DRH). Click either name above to swap in a different company.
DiamondRock Hospitality Co is the larger business by last-quarter revenue ($258.2M vs $158.3M, roughly 1.6× AMERICAN PUBLIC EDUCATION INC). AMERICAN PUBLIC EDUCATION INC runs the higher net margin — 8.0% vs 5.6%, a 2.3% gap on every dollar of revenue. On growth, DiamondRock Hospitality Co posted the faster year-over-year revenue change (1.3% vs -3.5%). Over the past eight quarters, AMERICAN PUBLIC EDUCATION INC's revenue compounded faster (1.3% CAGR vs -8.6%).
Strategic Education, Inc. (SEI) is an education services holding company and is formerly known as Strayer Education, Inc. The company owns for-profit, online Capella University and Strayer University, as well as non-degree programs schools such as DevMountain, Hackbright Academy, and Sophia Learning.
DiamondRock Hospitality Co is a US-based real estate investment trust owning and operating a portfolio of premium upscale hotels and resorts. Its properties are mainly located in major urban tourist and business hubs nationwide, catering to both leisure and corporate clientele seeking high-quality accommodation services.
APEI vs DRH — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $158.3M | $258.2M |
| Net Profit | $12.6M | $14.5M |
| Gross Margin | 56.4% | — |
| Operating Margin | 12.0% | 11.1% |
| Net Margin | 8.0% | 5.6% |
| Revenue YoY | -3.5% | 1.3% |
| Net Profit YoY | -2.7% | 22.0% |
| EPS (diluted) | $0.67 | $0.07 |
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 | — | $258.2M | ||
| Q4 25 | $158.3M | $274.5M | ||
| Q3 25 | $163.2M | $285.4M | ||
| Q2 25 | $162.8M | $305.7M | ||
| Q1 25 | $164.6M | $254.9M | ||
| Q4 24 | $164.1M | $279.1M | ||
| Q3 24 | $153.1M | $285.1M | ||
| Q2 24 | $152.9M | $309.3M |
| Q1 26 | — | $14.5M | ||
| Q4 25 | $12.6M | $26.2M | ||
| Q3 25 | $5.6M | $22.5M | ||
| Q2 25 | $4.5M | $40.8M | ||
| Q1 25 | $8.9M | $11.9M | ||
| Q4 24 | $13.0M | $-11.2M | ||
| Q3 24 | $2.3M | $26.4M | ||
| Q2 24 | $371.0K | $24.5M |
| Q1 26 | — | — | ||
| Q4 25 | 56.4% | — | ||
| Q3 25 | 54.2% | — | ||
| Q2 25 | 51.8% | — | ||
| Q1 25 | 54.5% | — | ||
| Q4 24 | 56.3% | — | ||
| Q3 24 | 50.8% | — | ||
| Q2 24 | 50.2% | — |
| Q1 26 | — | 11.1% | ||
| Q4 25 | 12.0% | 8.9% | ||
| Q3 25 | 5.9% | 8.1% | ||
| Q2 25 | 4.3% | 13.7% | ||
| Q1 25 | 7.4% | 4.3% | ||
| Q4 24 | 13.1% | -3.7% | ||
| Q3 24 | 2.7% | 9.5% | ||
| Q2 24 | 1.5% | 8.4% |
| Q1 26 | — | 5.6% | ||
| Q4 25 | 8.0% | 9.5% | ||
| Q3 25 | 3.4% | 7.9% | ||
| Q2 25 | 2.8% | 13.4% | ||
| Q1 25 | 5.4% | 4.7% | ||
| Q4 24 | 7.9% | -4.0% | ||
| Q3 24 | 1.5% | 9.3% | ||
| Q2 24 | 0.2% | 7.9% |
| Q1 26 | — | $0.07 | ||
| Q4 25 | $0.67 | $0.12 | ||
| Q3 25 | $0.30 | $0.10 | ||
| Q2 25 | $-0.02 | $0.18 | ||
| Q1 25 | $0.41 | $0.04 | ||
| Q4 24 | $0.63 | $-0.06 | ||
| Q3 24 | $0.04 | $0.11 | ||
| Q2 24 | $-0.06 | $0.10 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $174.1M | $39.3M |
| Total DebtLower is stronger | $94.7M | — |
| Stockholders' EquityBook value | $294.8M | $1.4B |
| Total Assets | $521.4M | $3.0B |
| Debt / EquityLower = less leverage | 0.32× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $39.3M | ||
| Q4 25 | $174.1M | $68.1M | ||
| Q3 25 | $191.3M | $145.3M | ||
| Q2 25 | $174.9M | $52.4M | ||
| Q1 25 | $161.6M | $100.6M | ||
| Q4 24 | $131.9M | $81.4M | ||
| Q3 24 | $135.4M | $75.3M | ||
| Q2 24 | $129.8M | $125.2M |
| Q1 26 | — | — | ||
| Q4 25 | $94.7M | $1.1B | ||
| Q3 25 | $94.4M | $1.1B | ||
| Q2 25 | $94.1M | $1.0B | ||
| Q1 25 | $93.7M | $1.1B | ||
| Q4 24 | $93.4M | $1.1B | ||
| Q3 24 | $93.1M | $1.1B | ||
| Q2 24 | $92.8M | $1.2B |
| Q1 26 | — | $1.4B | ||
| Q4 25 | $294.8M | $1.4B | ||
| Q3 25 | $279.3M | $1.6B | ||
| Q2 25 | $272.2M | $1.6B | ||
| Q1 25 | $310.0M | $1.6B | ||
| Q4 24 | $303.9M | $1.6B | ||
| Q3 24 | $290.4M | $1.6B | ||
| Q2 24 | $288.7M | $1.6B |
| Q1 26 | — | $3.0B | ||
| Q4 25 | $521.4M | $3.0B | ||
| Q3 25 | $525.3M | $3.1B | ||
| Q2 25 | $537.4M | $3.1B | ||
| Q1 25 | $578.7M | $3.1B | ||
| Q4 24 | $570.1M | $3.2B | ||
| Q3 24 | $569.6M | $3.2B | ||
| Q2 24 | $560.7M | $3.2B |
| Q1 26 | — | — | ||
| Q4 25 | 0.32× | 0.76× | ||
| Q3 25 | 0.34× | 0.70× | ||
| Q2 25 | 0.35× | 0.65× | ||
| Q1 25 | 0.30× | 0.70× | ||
| Q4 24 | 0.31× | 0.69× | ||
| Q3 24 | 0.32× | 0.67× | ||
| Q2 24 | 0.32× | 0.71× |
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 | $-11.6M | — |
| Free Cash FlowOCF − Capex | $-15.6M | — |
| FCF MarginFCF / Revenue | -9.9% | — |
| Capex IntensityCapex / Revenue | 2.6% | — |
| Cash ConversionOCF / Net Profit | -0.92× | — |
| TTM Free Cash FlowTrailing 4 quarters | $46.1M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $-11.6M | $67.9M | ||
| Q3 25 | $21.7M | $74.6M | ||
| Q2 25 | $14.8M | $73.6M | ||
| Q1 25 | $37.0M | $27.6M | ||
| Q4 24 | $1.6M | $75.8M | ||
| Q3 24 | $14.1M | $61.7M | ||
| Q2 24 | $12.5M | $55.7M |
| Q1 26 | — | — | ||
| Q4 25 | $-15.6M | $47.3M | ||
| Q3 25 | $17.5M | $54.9M | ||
| Q2 25 | $11.1M | $57.9M | ||
| Q1 25 | $33.1M | $2.0M | ||
| Q4 24 | $-1.8M | $52.6M | ||
| Q3 24 | $7.8M | $39.0M | ||
| Q2 24 | $7.3M | $38.8M |
| Q1 26 | — | — | ||
| Q4 25 | -9.9% | 17.2% | ||
| Q3 25 | 10.7% | 19.2% | ||
| Q2 25 | 6.8% | 18.9% | ||
| Q1 25 | 20.1% | 0.8% | ||
| Q4 24 | -1.1% | 18.9% | ||
| Q3 24 | 5.1% | 13.7% | ||
| Q2 24 | 4.7% | 12.5% |
| Q1 26 | — | — | ||
| Q4 25 | 2.6% | 7.5% | ||
| Q3 25 | 2.6% | 6.9% | ||
| Q2 25 | 2.3% | 5.1% | ||
| Q1 25 | 2.4% | 10.0% | ||
| Q4 24 | 2.0% | 8.3% | ||
| Q3 24 | 4.1% | 7.9% | ||
| Q2 24 | 3.4% | 5.5% |
| Q1 26 | — | — | ||
| Q4 25 | -0.92× | 2.59× | ||
| Q3 25 | 3.90× | 3.31× | ||
| Q2 25 | 3.29× | 1.80× | ||
| Q1 25 | 4.16× | 2.33× | ||
| Q4 24 | 0.12× | — | ||
| Q3 24 | 6.22× | 2.33× | ||
| Q2 24 | 33.57× | 2.27× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
APEI
| American Public Education Inc Segment | $71.0M | 45% |
| Rasmussen University Segment | $66.6M | 42% |
| Hondros College Of Nursing Segment | $20.7M | 13% |
DRH
| Rooms | $164.1M | 64% |
| Food and beverage | $67.2M | 26% |
| Other | $26.9M | 10% |
