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Side-by-side financial comparison of Dine Brands Global, Inc. (DIN) and Fastly, Inc. (FSLY). Click either name above to swap in a different company.
Dine Brands Global, Inc. is the larger business by last-quarter revenue ($217.6M vs $172.6M, roughly 1.3× Fastly, Inc.). Dine Brands Global, Inc. runs the higher net margin — -5.6% vs -9.0%, a 3.4% gap on every dollar of revenue. On growth, Fastly, Inc. posted the faster year-over-year revenue change (22.8% vs 6.3%). Fastly, Inc. produced more free cash flow last quarter ($12.2M vs $-8.6M). Over the past eight quarters, Fastly, Inc.'s revenue compounded faster (13.7% CAGR vs 2.7%).
Dine Brands Global Inc. is a publicly traded food and beverage company based in Pasadena, California. Founded in 1958 as IHOP, it operates franchised and corporate owned full-service restaurants including three restaurant concepts, Applebee's Neighborhood Grill & Bar, International House of Pancakes (IHOP), and Fuzzy's Taco Shop.
Fastly, Inc. is an American company based in San Francisco, which describes itself as a cloud computing company. Fastly provides content delivery network services, image optimization, and load balancing services. Fastly's cloud security services include denial-of-service attack protection, bot mitigation, and a web application firewall.
DIN vs FSLY — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $217.6M | $172.6M |
| Net Profit | $-12.2M | $-15.5M |
| Gross Margin | 42.4% | 61.4% |
| Operating Margin | -7.6% | -8.7% |
| Net Margin | -5.6% | -9.0% |
| Revenue YoY | 6.3% | 22.8% |
| Net Profit YoY | -336.1% | 52.9% |
| EPS (diluted) | $-0.79 | $-0.10 |
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 | $217.6M | $172.6M | ||
| Q3 25 | $216.2M | $158.2M | ||
| Q2 25 | $230.8M | $148.7M | ||
| Q1 25 | $214.8M | $144.5M | ||
| Q4 24 | $204.8M | $140.6M | ||
| Q3 24 | $195.0M | $137.2M | ||
| Q2 24 | $206.3M | $132.4M | ||
| Q1 24 | $206.2M | $133.5M |
| Q4 25 | $-12.2M | $-15.5M | ||
| Q3 25 | $7.3M | $-29.5M | ||
| Q2 25 | $13.8M | $-37.5M | ||
| Q1 25 | $8.2M | $-39.1M | ||
| Q4 24 | $5.2M | $-32.9M | ||
| Q3 24 | $19.1M | $-38.0M | ||
| Q2 24 | $23.2M | $-43.7M | ||
| Q1 24 | $17.5M | $-43.4M |
| Q4 25 | 42.4% | 61.4% | ||
| Q3 25 | 39.1% | 58.4% | ||
| Q2 25 | 40.0% | 54.5% | ||
| Q1 25 | 42.0% | 53.2% | ||
| Q4 24 | 41.7% | 53.4% | ||
| Q3 24 | 47.8% | 54.5% | ||
| Q2 24 | 48.1% | 55.1% | ||
| Q1 24 | 47.2% | 54.8% |
| Q4 25 | -7.6% | -8.7% | ||
| Q3 25 | 4.7% | -18.2% | ||
| Q2 25 | 8.2% | -24.8% | ||
| Q1 25 | 6.0% | -26.4% | ||
| Q4 24 | 3.8% | -24.4% | ||
| Q3 24 | 13.6% | -29.6% | ||
| Q2 24 | 15.1% | -35.3% | ||
| Q1 24 | 11.7% | -34.6% |
| Q4 25 | -5.6% | -9.0% | ||
| Q3 25 | 3.4% | -18.6% | ||
| Q2 25 | 6.0% | -25.2% | ||
| Q1 25 | 3.8% | -27.1% | ||
| Q4 24 | 2.5% | -23.4% | ||
| Q3 24 | 9.8% | -27.7% | ||
| Q2 24 | 11.2% | -33.0% | ||
| Q1 24 | 8.5% | -32.5% |
| Q4 25 | $-0.79 | $-0.10 | ||
| Q3 25 | $0.48 | $-0.20 | ||
| Q2 25 | $0.89 | $-0.26 | ||
| Q1 25 | $0.53 | $-0.27 | ||
| Q4 24 | $0.35 | $-0.23 | ||
| Q3 24 | $1.24 | $-0.27 | ||
| Q2 24 | $1.50 | $-0.32 | ||
| Q1 24 | $1.13 | $-0.32 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $128.2M | $361.8M |
| Total DebtLower is stronger | $1.2B | — |
| Stockholders' EquityBook value | $-273.9M | $929.6M |
| Total Assets | $1.7B | $1.5B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $128.2M | $361.8M | ||
| Q3 25 | $167.9M | $342.9M | ||
| Q2 25 | $194.2M | $321.2M | ||
| Q1 25 | $186.5M | $307.3M | ||
| Q4 24 | $186.7M | $295.9M | ||
| Q3 24 | $169.6M | $308.2M | ||
| Q2 24 | $153.5M | $311.8M | ||
| Q1 24 | $145.0M | $329.5M |
| Q4 25 | $1.2B | — | ||
| Q3 25 | $1.2B | — | ||
| Q2 25 | $1.2B | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $1.2B | — | ||
| Q1 24 | $1.2B | — |
| Q4 25 | $-273.9M | $929.6M | ||
| Q3 25 | $-231.9M | $937.0M | ||
| Q2 25 | $-212.5M | $942.6M | ||
| Q1 25 | $-215.7M | $957.0M | ||
| Q4 24 | $-216.0M | $965.3M | ||
| Q3 24 | $-216.7M | $969.5M | ||
| Q2 24 | $-231.7M | $981.2M | ||
| Q1 24 | $-244.8M | $991.8M |
| Q4 25 | $1.7B | $1.5B | ||
| Q3 25 | $1.8B | $1.5B | ||
| Q2 25 | $1.8B | $1.5B | ||
| Q1 25 | $1.8B | $1.4B | ||
| Q4 24 | $1.8B | $1.5B | ||
| Q3 24 | $1.7B | $1.5B | ||
| Q2 24 | $1.7B | $1.5B | ||
| Q1 24 | $1.7B | $1.5B |
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 | $5.7M | $22.4M |
| Free Cash FlowOCF − Capex | $-8.6M | $12.2M |
| FCF MarginFCF / Revenue | -3.9% | 7.1% |
| Capex IntensityCapex / Revenue | 6.6% | 5.9% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $53.4M | $65.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $5.7M | $22.4M | ||
| Q3 25 | $30.2M | $28.9M | ||
| Q2 25 | $37.0M | $25.8M | ||
| Q1 25 | $16.1M | $17.3M | ||
| Q4 24 | $30.5M | $5.2M | ||
| Q3 24 | $25.5M | $5.0M | ||
| Q2 24 | $21.6M | $-4.9M | ||
| Q1 24 | $30.6M | $11.1M |
| Q4 25 | $-8.6M | $12.2M | ||
| Q3 25 | $18.1M | $22.9M | ||
| Q2 25 | $31.0M | $15.9M | ||
| Q1 25 | $12.8M | $14.7M | ||
| Q4 24 | $26.7M | $251.0K | ||
| Q3 24 | $22.0M | $3.0M | ||
| Q2 24 | $18.2M | $-6.7M | ||
| Q1 24 | $27.2M | $9.5M |
| Q4 25 | -3.9% | 7.1% | ||
| Q3 25 | 8.4% | 14.5% | ||
| Q2 25 | 13.4% | 10.7% | ||
| Q1 25 | 6.0% | 10.2% | ||
| Q4 24 | 13.0% | 0.2% | ||
| Q3 24 | 11.3% | 2.2% | ||
| Q2 24 | 8.8% | -5.1% | ||
| Q1 24 | 13.2% | 7.1% |
| Q4 25 | 6.6% | 5.9% | ||
| Q3 25 | 5.6% | 3.8% | ||
| Q2 25 | 2.6% | 6.6% | ||
| Q1 25 | 1.5% | 1.8% | ||
| Q4 24 | 1.9% | 3.5% | ||
| Q3 24 | 1.8% | 1.5% | ||
| Q2 24 | 1.7% | 1.3% | ||
| Q1 24 | 1.6% | 1.2% |
| Q4 25 | — | — | ||
| Q3 25 | 4.12× | — | ||
| Q2 25 | 2.68× | — | ||
| Q1 25 | 1.97× | — | ||
| Q4 24 | 5.88× | — | ||
| Q3 24 | 1.34× | — | ||
| Q2 24 | 0.93× | — | ||
| Q1 24 | 1.75× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DIN
| Franchisor | $163.2M | 75% |
| Food And Beverage | $27.3M | 13% |
| Proprietary Product Sales And Other | $17.0M | 8% |
| Other | $8.1M | 4% |
| Franchise And Development Fees | $2.0M | 1% |
FSLY
| Network Services | $130.8M | 76% |
| Security | $35.4M | 21% |
| Other | $6.4M | 4% |
