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Side-by-side financial comparison of Dayforce (DAY) and Gaming & Leisure Properties, Inc. (GLPI). Click either name above to swap in a different company.
Dayforce is the larger business by last-quarter revenue ($481.6M vs $420.0M, roughly 1.1× Gaming & Leisure Properties, Inc.). Gaming & Leisure Properties, Inc. runs the higher net margin — 57.0% vs -40.9%, a 97.9% gap on every dollar of revenue. On growth, Dayforce posted the faster year-over-year revenue change (9.5% vs 6.3%). Over the past eight quarters, Dayforce's revenue compounded faster (9.8% CAGR vs 5.0%).
Dayforce, Inc., formerly Ceridian, is an American human resources software and services company.
Gaming and Leisure Properties, Inc. is a real estate investment trust (REIT) specializing in casino properties, based in Wyomissing, Pennsylvania. It was formed in November 2013 as a corporate spin-off from Penn National Gaming. The company owns 62 casino properties, all of which are leased to other companies.
DAY vs GLPI — Head-to-Head
Income Statement — Q3 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $481.6M | $420.0M |
| Net Profit | $-196.8M | $239.4M |
| Gross Margin | — | — |
| Operating Margin | 6.3% | 79.4% |
| Net Margin | -40.9% | 57.0% |
| Revenue YoY | 9.5% | 6.3% |
| Net Profit YoY | -9940.0% | 40.5% |
| EPS (diluted) | $-1.23 | — |
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 | — | $420.0M | ||
| Q4 25 | — | $407.0M | ||
| Q3 25 | $481.6M | $397.6M | ||
| Q2 25 | $464.7M | $394.9M | ||
| Q1 25 | $481.8M | $395.2M | ||
| Q4 24 | $465.2M | $389.6M | ||
| Q3 24 | $440.0M | $385.3M | ||
| Q2 24 | $423.3M | $380.6M |
| Q1 26 | — | $239.4M | ||
| Q4 25 | — | $275.4M | ||
| Q3 25 | $-196.8M | $241.2M | ||
| Q2 25 | $21.3M | $151.4M | ||
| Q1 25 | $14.9M | $165.2M | ||
| Q4 24 | $10.8M | $223.6M | ||
| Q3 24 | $2.0M | $184.7M | ||
| Q2 24 | $-1.8M | $208.3M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 47.0% | — | ||
| Q3 24 | 45.8% | — | ||
| Q2 24 | 44.1% | — |
| Q1 26 | — | 79.4% | ||
| Q4 25 | — | 89.3% | ||
| Q3 25 | 6.3% | 84.8% | ||
| Q2 25 | 9.1% | 61.3% | ||
| Q1 25 | 6.4% | 65.5% | ||
| Q4 24 | 6.1% | 79.1% | ||
| Q3 24 | 4.7% | 70.4% | ||
| Q2 24 | 3.3% | 77.1% |
| Q1 26 | — | 57.0% | ||
| Q4 25 | — | 67.6% | ||
| Q3 25 | -40.9% | 60.7% | ||
| Q2 25 | 4.6% | 38.4% | ||
| Q1 25 | 3.1% | 41.8% | ||
| Q4 24 | 2.3% | 57.4% | ||
| Q3 24 | 0.5% | 47.9% | ||
| Q2 24 | -0.4% | 54.7% |
| Q1 26 | — | — | ||
| Q4 25 | — | $0.96 | ||
| Q3 25 | $-1.23 | $0.85 | ||
| Q2 25 | $0.13 | $0.54 | ||
| Q1 25 | $0.09 | $0.60 | ||
| Q4 24 | $0.07 | $0.79 | ||
| Q3 24 | $0.01 | $0.67 | ||
| Q2 24 | $-0.01 | $0.77 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $627.6M | $274.5M |
| Total DebtLower is stronger | $631.1M | — |
| Stockholders' EquityBook value | $2.7B | $5.0B |
| Total Assets | $8.7B | $13.8B |
| Debt / EquityLower = less leverage | 0.23× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $274.5M | ||
| Q4 25 | — | — | ||
| Q3 25 | $627.6M | — | ||
| Q2 25 | $625.2M | — | ||
| Q1 25 | $557.3M | — | ||
| Q4 24 | $579.7M | $560.8M | ||
| Q3 24 | $494.1M | $560.8M | ||
| Q2 24 | $465.4M | $560.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | $7.2B | ||
| Q3 25 | $631.1M | $7.2B | ||
| Q2 25 | $631.8M | $6.9B | ||
| Q1 25 | $632.4M | $6.9B | ||
| Q4 24 | $1.2B | $7.7B | ||
| Q3 24 | $1.2B | $7.4B | ||
| Q2 24 | $1.2B | $6.6B |
| Q1 26 | — | $5.0B | ||
| Q4 25 | — | $4.6B | ||
| Q3 25 | $2.7B | $4.6B | ||
| Q2 25 | $2.7B | $4.6B | ||
| Q1 25 | $2.6B | $4.2B | ||
| Q4 24 | $2.5B | $4.3B | ||
| Q3 24 | $2.6B | $4.3B | ||
| Q2 24 | $2.5B | $4.1B |
| Q1 26 | — | $13.8B | ||
| Q4 25 | — | $12.9B | ||
| Q3 25 | $8.7B | $12.8B | ||
| Q2 25 | $8.5B | $12.5B | ||
| Q1 25 | $9.5B | $12.1B | ||
| Q4 24 | $9.1B | $13.1B | ||
| Q3 24 | $8.1B | $12.7B | ||
| Q2 24 | $9.0B | $11.8B |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.56× | ||
| Q3 25 | 0.23× | 1.57× | ||
| Q2 25 | 0.23× | 1.51× | ||
| Q1 25 | 0.24× | 1.63× | ||
| Q4 24 | 0.47× | 1.81× | ||
| Q3 24 | 0.47× | 1.74× | ||
| Q2 24 | 0.49× | 1.60× |
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 | $31.2M | — |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | — | $1.1B | ||
| Q3 25 | $31.2M | $240.3M | ||
| Q2 25 | $112.7M | $293.4M | ||
| Q1 25 | $49.6M | $252.5M | ||
| Q4 24 | $81.0M | $1.1B | ||
| Q3 24 | $91.8M | $270.4M | ||
| Q2 24 | $99.2M | $252.1M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $183.0M | ||
| Q2 25 | — | $272.3M | ||
| Q1 25 | — | $239.6M | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $261.5M | ||
| Q2 24 | — | $245.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 46.0% | ||
| Q2 25 | — | 69.0% | ||
| Q1 25 | — | 60.6% | ||
| Q4 24 | — | 275.3% | ||
| Q3 24 | — | 67.9% | ||
| Q2 24 | — | 64.4% |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 14.4% | ||
| Q2 25 | — | 5.3% | ||
| Q1 25 | — | 3.3% | ||
| Q4 24 | — | 0.0% | ||
| Q3 24 | — | 2.3% | ||
| Q2 24 | — | 1.9% |
| Q1 26 | — | — | ||
| Q4 25 | — | 4.10× | ||
| Q3 25 | — | 1.00× | ||
| Q2 25 | 5.29× | 1.94× | ||
| Q1 25 | 3.33× | 1.53× | ||
| Q4 24 | 7.50× | 4.80× | ||
| Q3 24 | 45.90× | 1.46× | ||
| Q2 24 | — | 1.21× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DAY
| Dayforce Recurring | $333.0M | 69% |
| Cloud And Bureau Professional Services And Other | $78.5M | 16% |
| Float | $42.2M | 9% |
| Powerpay Recurring | $19.7M | 4% |
| Other Recurring | $8.2M | 2% |
GLPI
Segment breakdown not available.
