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Side-by-side financial comparison of Danaos Corp (DAC) and Udemy, Inc. (UDMY). Click either name above to swap in a different company.

Danaos Corp is the larger business by last-quarter revenue ($262.2M vs $194.0M, roughly 1.4× Udemy, Inc.). Danaos Corp runs the higher net margin — 49.9% vs -1.2%, a 51.1% gap on every dollar of revenue. On growth, Danaos Corp posted the faster year-over-year revenue change (6.4% vs -3.0%).

Danaos Corporation is a leading global containership ownership and management firm. It operates a large fleet of modern container vessels, providing long-term charter services to top international container liner operators across major global trade routes, supporting the efficiency and reliability of global supply chains.

Udemy is a US-based education technology company. Founded as a massive open online course (MOOC) provider in 2010 by Eren Bali, Gagan Biyani, and Oktay Caglar; the company is based in San Francisco, California, with offices in the United States, Australia, India, Ireland, Mexico and Turkey. Its education platform allows both the creation and sharing of online courses. By early 2025, Udemy claimed to have millions of individual users. Courses are typically video-based and on-demand.

DAC vs UDMY — Head-to-Head

Bigger by revenue
DAC
DAC
1.4× larger
DAC
$262.2M
$194.0M
UDMY
Growing faster (revenue YoY)
DAC
DAC
+9.4% gap
DAC
6.4%
-3.0%
UDMY
Higher net margin
DAC
DAC
51.1% more per $
DAC
49.9%
-1.2%
UDMY

Income Statement — Q2 FY2025 vs Q4 FY2025

Metric
DAC
DAC
UDMY
UDMY
Revenue
$262.2M
$194.0M
Net Profit
$130.9M
$-2.3M
Gross Margin
66.0%
Operating Margin
47.9%
-1.8%
Net Margin
49.9%
-1.2%
Revenue YoY
6.4%
-3.0%
Net Profit YoY
-7.3%
76.4%
EPS (diluted)
$7.12
$-0.01

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
DAC
DAC
UDMY
UDMY
Q4 25
$194.0M
Q3 25
$195.7M
Q2 25
$262.2M
$199.9M
Q1 25
$200.3M
Q4 24
$199.9M
Q3 24
$195.4M
Q2 24
$246.3M
$194.4M
Q1 24
$196.8M
Net Profit
DAC
DAC
UDMY
UDMY
Q4 25
$-2.3M
Q3 25
$1.6M
Q2 25
$130.9M
$6.3M
Q1 25
$-1.8M
Q4 24
$-9.9M
Q3 24
$-25.3M
Q2 24
$141.2M
$-31.8M
Q1 24
$-18.3M
Gross Margin
DAC
DAC
UDMY
UDMY
Q4 25
66.0%
Q3 25
65.9%
Q2 25
66.1%
Q1 25
64.6%
Q4 24
63.6%
Q3 24
63.0%
Q2 24
62.3%
Q1 24
61.2%
Operating Margin
DAC
DAC
UDMY
UDMY
Q4 25
-1.8%
Q3 25
-0.1%
Q2 25
47.9%
2.0%
Q1 25
-2.2%
Q4 24
-5.8%
Q3 24
-15.1%
Q2 24
56.8%
-13.1%
Q1 24
-11.5%
Net Margin
DAC
DAC
UDMY
UDMY
Q4 25
-1.2%
Q3 25
0.8%
Q2 25
49.9%
3.1%
Q1 25
-0.9%
Q4 24
-4.9%
Q3 24
-12.9%
Q2 24
57.3%
-16.4%
Q1 24
-9.3%
EPS (diluted)
DAC
DAC
UDMY
UDMY
Q4 25
$-0.01
Q3 25
$0.01
Q2 25
$7.12
$0.04
Q1 25
$-0.01
Q4 24
$-0.06
Q3 24
$-0.17
Q2 24
$7.23
$-0.21
Q1 24
$-0.12

Balance Sheet & Financial Strength

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

Metric
DAC
DAC
UDMY
UDMY
Cash + ST InvestmentsLiquidity on hand
$654.1M
$358.7M
Total DebtLower is stronger
Stockholders' EquityBook value
$3.6B
$210.5M
Total Assets
$4.5B
$617.7M
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
DAC
DAC
UDMY
UDMY
Q4 25
$358.7M
Q3 25
$371.2M
Q2 25
$654.1M
$392.0M
Q1 25
$357.0M
Q4 24
$354.4M
Q3 24
$357.1M
Q2 24
$471.7M
$420.9M
Q1 24
$430.7M
Stockholders' Equity
DAC
DAC
UDMY
UDMY
Q4 25
$210.5M
Q3 25
$221.8M
Q2 25
$3.6B
$233.4M
Q1 25
$209.4M
Q4 24
$197.4M
Q3 24
$196.3M
Q2 24
$3.3B
$252.3M
Q1 24
$296.5M
Total Assets
DAC
DAC
UDMY
UDMY
Q4 25
$617.7M
Q3 25
$618.9M
Q2 25
$4.5B
$644.0M
Q1 25
$639.0M
Q4 24
$605.6M
Q3 24
$608.9M
Q2 24
$4.0B
$671.9M
Q1 24
$708.5M

Cash Flow & Capital Efficiency

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

Metric
DAC
DAC
UDMY
UDMY
Operating Cash FlowLast quarter
$15.5M
Free Cash FlowOCF − Capex
$15.0M
FCF MarginFCF / Revenue
7.7%
Capex IntensityCapex / Revenue
0.3%
Cash ConversionOCF / Net Profit
TTM Free Cash FlowTrailing 4 quarters
$81.9M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
DAC
DAC
UDMY
UDMY
Q4 25
$15.5M
Q3 25
$15.7M
Q2 25
$44.2M
Q1 25
$12.2M
Q4 24
$9.6M
Q3 24
$-6.1M
Q2 24
$28.6M
Q1 24
$21.0M
Free Cash Flow
DAC
DAC
UDMY
UDMY
Q4 25
$15.0M
Q3 25
$15.1M
Q2 25
$41.9M
Q1 25
$9.8M
Q4 24
$8.4M
Q3 24
$-6.7M
Q2 24
$28.2M
Q1 24
$20.8M
FCF Margin
DAC
DAC
UDMY
UDMY
Q4 25
7.7%
Q3 25
7.7%
Q2 25
21.0%
Q1 25
4.9%
Q4 24
4.2%
Q3 24
-3.4%
Q2 24
14.5%
Q1 24
10.6%
Capex Intensity
DAC
DAC
UDMY
UDMY
Q4 25
0.3%
Q3 25
0.3%
Q2 25
1.1%
Q1 25
1.2%
Q4 24
0.6%
Q3 24
0.3%
Q2 24
0.2%
Q1 24
0.1%
Cash Conversion
DAC
DAC
UDMY
UDMY
Q4 25
Q3 25
9.58×
Q2 25
7.06×
Q1 25
Q4 24
Q3 24
Q2 24
Q1 24

Financial Flow Comparison

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

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