vs
Side-by-side financial comparison of Dayforce (DAY) and Nutanix, Inc. (NTNX). Click either name above to swap in a different company.
Nutanix, Inc. is the larger business by last-quarter revenue ($670.6M vs $481.6M, roughly 1.4× Dayforce). Nutanix, Inc. runs the higher net margin — 9.3% vs -40.9%, a 50.1% gap on every dollar of revenue. On growth, Nutanix, Inc. posted the faster year-over-year revenue change (13.5% vs 9.5%). Over the past eight quarters, Dayforce's revenue compounded faster (9.8% CAGR vs 8.9%).
Dayforce, Inc., formerly Ceridian, is an American human resources software and services company.
Nutanix, Inc. is an American cloud computing company that sells software for datacenters and hybrid multi-cloud deployments. This includes software for virtualization, Kubernetes, database-as-a-service, software-defined networking, security, as well as software-defined storage for file, object, and block storage.
DAY vs NTNX — Head-to-Head
Income Statement — Q3 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $481.6M | $670.6M |
| Net Profit | $-196.8M | $62.1M |
| Gross Margin | — | 87.0% |
| Operating Margin | 6.3% | 7.4% |
| Net Margin | -40.9% | 9.3% |
| Revenue YoY | 9.5% | 13.5% |
| Net Profit YoY | -9940.0% | 107.5% |
| EPS (diluted) | $-1.23 | $0.21 |
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 | — | $670.6M | ||
| Q3 25 | $481.6M | $653.3M | ||
| Q2 25 | $464.7M | $639.0M | ||
| Q1 25 | $481.8M | $654.7M | ||
| Q4 24 | $465.2M | $591.0M | ||
| Q3 24 | $440.0M | $548.0M | ||
| Q2 24 | $423.3M | $524.6M | ||
| Q1 24 | $431.5M | $565.2M |
| Q4 25 | — | $62.1M | ||
| Q3 25 | $-196.8M | $38.6M | ||
| Q2 25 | $21.3M | $63.4M | ||
| Q1 25 | $14.9M | $56.4M | ||
| Q4 24 | $10.8M | $29.9M | ||
| Q3 24 | $2.0M | $-126.1M | ||
| Q2 24 | $-1.8M | $-15.6M | ||
| Q1 24 | $7.1M | $32.8M |
| Q4 25 | — | 87.0% | ||
| Q3 25 | — | 87.2% | ||
| Q2 25 | — | 87.0% | ||
| Q1 25 | — | 87.0% | ||
| Q4 24 | 47.0% | 86.0% | ||
| Q3 24 | 45.8% | 85.2% | ||
| Q2 24 | 44.1% | 84.8% | ||
| Q1 24 | 47.6% | 85.6% |
| Q4 25 | — | 7.4% | ||
| Q3 25 | 6.3% | 4.8% | ||
| Q2 25 | 9.1% | 7.6% | ||
| Q1 25 | 6.4% | 10.0% | ||
| Q4 24 | 6.1% | 4.6% | ||
| Q3 24 | 4.7% | -2.2% | ||
| Q2 24 | 3.3% | -2.2% | ||
| Q1 24 | 9.4% | 6.6% |
| Q4 25 | — | 9.3% | ||
| Q3 25 | -40.9% | 5.9% | ||
| Q2 25 | 4.6% | 9.9% | ||
| Q1 25 | 3.1% | 8.6% | ||
| Q4 24 | 2.3% | 5.1% | ||
| Q3 24 | 0.5% | -23.0% | ||
| Q2 24 | -0.4% | -3.0% | ||
| Q1 24 | 1.6% | 5.8% |
| Q4 25 | — | $0.21 | ||
| Q3 25 | $-1.23 | $0.14 | ||
| Q2 25 | $0.13 | $0.22 | ||
| Q1 25 | $0.09 | $0.19 | ||
| Q4 24 | $0.07 | $0.10 | ||
| Q3 24 | $0.01 | $-0.50 | ||
| Q2 24 | $-0.01 | $-0.06 | ||
| Q1 24 | $0.04 | $0.12 |
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 | $780.4M |
| Total DebtLower is stronger | $631.1M | — |
| Stockholders' EquityBook value | $2.7B | $-668.6M |
| Total Assets | $8.7B | $3.3B |
| Debt / EquityLower = less leverage | 0.23× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $780.4M | ||
| Q3 25 | $627.6M | $769.5M | ||
| Q2 25 | $625.2M | $872.6M | ||
| Q1 25 | $557.3M | $1.1B | ||
| Q4 24 | $579.7M | $716.6M | ||
| Q3 24 | $494.1M | $655.3M | ||
| Q2 24 | $465.4M | $598.0M | ||
| Q1 24 | $392.5M | $679.2M |
| Q4 25 | — | — | ||
| Q3 25 | $631.1M | — | ||
| Q2 25 | $631.8M | — | ||
| Q1 25 | $632.4M | — | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $1.2B | — | ||
| Q1 24 | $1.2B | — |
| Q4 25 | — | $-668.6M | ||
| Q3 25 | $2.7B | $-694.5M | ||
| Q2 25 | $2.7B | $-711.4M | ||
| Q1 25 | $2.6B | $-807.7M | ||
| Q4 24 | $2.5B | $-685.3M | ||
| Q3 24 | $2.6B | $-728.1M | ||
| Q2 24 | $2.5B | $-619.5M | ||
| Q1 24 | $2.4B | $-611.7M |
| Q4 25 | — | $3.3B | ||
| Q3 25 | $8.7B | $3.3B | ||
| Q2 25 | $8.5B | $3.1B | ||
| Q1 25 | $9.5B | $3.0B | ||
| Q4 24 | $9.1B | $2.2B | ||
| Q3 24 | $8.1B | $2.1B | ||
| Q2 24 | $9.0B | $2.8B | ||
| Q1 24 | $10.8B | $2.7B |
| Q4 25 | — | — | ||
| Q3 25 | 0.23× | — | ||
| Q2 25 | 0.23× | — | ||
| Q1 25 | 0.24× | — | ||
| Q4 24 | 0.47× | — | ||
| Q3 24 | 0.47× | — | ||
| Q2 24 | 0.49× | — | ||
| Q1 24 | 0.50× | — |
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 | $196.8M |
| Free Cash FlowOCF − Capex | — | $174.5M |
| FCF MarginFCF / Revenue | — | 26.0% |
| Capex IntensityCapex / Revenue | — | 3.3% |
| Cash ConversionOCF / Net Profit | — | 3.17× |
| TTM Free Cash FlowTrailing 4 quarters | — | $772.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $196.8M | ||
| Q3 25 | $31.2M | $219.5M | ||
| Q2 25 | $112.7M | $218.5M | ||
| Q1 25 | $49.6M | $221.7M | ||
| Q4 24 | $81.0M | $161.8M | ||
| Q3 24 | $91.8M | $244.7M | ||
| Q2 24 | $99.2M | $96.4M | ||
| Q1 24 | $9.1M | $186.4M |
| Q4 25 | — | $174.5M | ||
| Q3 25 | — | $207.8M | ||
| Q2 25 | — | $203.4M | ||
| Q1 25 | — | $187.1M | ||
| Q4 24 | — | $151.9M | ||
| Q3 24 | — | $224.3M | ||
| Q2 24 | — | $78.3M | ||
| Q1 24 | — | $162.6M |
| Q4 25 | — | 26.0% | ||
| Q3 25 | — | 31.8% | ||
| Q2 25 | — | 31.8% | ||
| Q1 25 | — | 28.6% | ||
| Q4 24 | — | 25.7% | ||
| Q3 24 | — | 40.9% | ||
| Q2 24 | — | 14.9% | ||
| Q1 24 | — | 28.8% |
| Q4 25 | — | 3.3% | ||
| Q3 25 | — | 1.8% | ||
| Q2 25 | — | 2.4% | ||
| Q1 25 | — | 5.3% | ||
| Q4 24 | — | 1.7% | ||
| Q3 24 | — | 3.7% | ||
| Q2 24 | — | 3.4% | ||
| Q1 24 | — | 4.2% |
| Q4 25 | — | 3.17× | ||
| Q3 25 | — | 5.68× | ||
| Q2 25 | 5.29× | 3.45× | ||
| Q1 25 | 3.33× | 3.93× | ||
| Q4 24 | 7.50× | 5.41× | ||
| Q3 24 | 45.90× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 1.28× | 5.68× |
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% |
NTNX
| Services | $335.5M | 50% |
| Subscriptionand Circulation Software Entitlementand Support Subscription | $320.8M | 48% |
| Other | $14.3M | 2% |
