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Side-by-side financial comparison of DiamondRock Hospitality Co (DRH) and Fastly, Inc. (FSLY). Click either name above to swap in a different company.
DiamondRock Hospitality Co is the larger business by last-quarter revenue ($274.5M vs $172.6M, roughly 1.6× Fastly, Inc.). DiamondRock Hospitality Co runs the higher net margin — 9.5% vs -9.0%, a 18.5% gap on every dollar of revenue. On growth, Fastly, Inc. posted the faster year-over-year revenue change (22.8% vs -1.6%). DiamondRock Hospitality Co produced more free cash flow last quarter ($47.3M vs $12.2M). Over the past eight quarters, Fastly, Inc.'s revenue compounded faster (13.7% CAGR vs 3.5%).
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.
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.
DRH vs FSLY — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $274.5M | $172.6M |
| Net Profit | $26.2M | $-15.5M |
| Gross Margin | — | 61.4% |
| Operating Margin | 8.9% | -8.7% |
| Net Margin | 9.5% | -9.0% |
| Revenue YoY | -1.6% | 22.8% |
| Net Profit YoY | 333.2% | 52.9% |
| EPS (diluted) | $0.12 | $-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 | $274.5M | $172.6M | ||
| Q3 25 | $285.4M | $158.2M | ||
| Q2 25 | $305.7M | $148.7M | ||
| Q1 25 | $254.9M | $144.5M | ||
| Q4 24 | $279.1M | $140.6M | ||
| Q3 24 | $285.1M | $137.2M | ||
| Q2 24 | $309.3M | $132.4M | ||
| Q1 24 | $256.4M | $133.5M |
| Q4 25 | $26.2M | $-15.5M | ||
| Q3 25 | $22.5M | $-29.5M | ||
| Q2 25 | $40.8M | $-37.5M | ||
| Q1 25 | $11.9M | $-39.1M | ||
| Q4 24 | $-11.2M | $-32.9M | ||
| Q3 24 | $26.4M | $-38.0M | ||
| Q2 24 | $24.5M | $-43.7M | ||
| Q1 24 | $8.3M | $-43.4M |
| Q4 25 | — | 61.4% | ||
| Q3 25 | — | 58.4% | ||
| Q2 25 | — | 54.5% | ||
| Q1 25 | — | 53.2% | ||
| Q4 24 | — | 53.4% | ||
| Q3 24 | — | 54.5% | ||
| Q2 24 | — | 55.1% | ||
| Q1 24 | — | 54.8% |
| Q4 25 | 8.9% | -8.7% | ||
| Q3 25 | 8.1% | -18.2% | ||
| Q2 25 | 13.7% | -24.8% | ||
| Q1 25 | 4.3% | -26.4% | ||
| Q4 24 | -3.7% | -24.4% | ||
| Q3 24 | 9.5% | -29.6% | ||
| Q2 24 | 8.4% | -35.3% | ||
| Q1 24 | 2.8% | -34.6% |
| Q4 25 | 9.5% | -9.0% | ||
| Q3 25 | 7.9% | -18.6% | ||
| Q2 25 | 13.4% | -25.2% | ||
| Q1 25 | 4.7% | -27.1% | ||
| Q4 24 | -4.0% | -23.4% | ||
| Q3 24 | 9.3% | -27.7% | ||
| Q2 24 | 7.9% | -33.0% | ||
| Q1 24 | 3.2% | -32.5% |
| Q4 25 | $0.12 | $-0.10 | ||
| Q3 25 | $0.10 | $-0.20 | ||
| Q2 25 | $0.18 | $-0.26 | ||
| Q1 25 | $0.04 | $-0.27 | ||
| Q4 24 | $-0.06 | $-0.23 | ||
| Q3 24 | $0.11 | $-0.27 | ||
| Q2 24 | $0.10 | $-0.32 | ||
| Q1 24 | $0.03 | $-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 | $68.1M | $361.8M |
| Total DebtLower is stronger | $1.1B | — |
| Stockholders' EquityBook value | $1.4B | $929.6M |
| Total Assets | $3.0B | $1.5B |
| Debt / EquityLower = less leverage | 0.76× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $68.1M | $361.8M | ||
| Q3 25 | $145.3M | $342.9M | ||
| Q2 25 | $52.4M | $321.2M | ||
| Q1 25 | $100.6M | $307.3M | ||
| Q4 24 | $81.4M | $295.9M | ||
| Q3 24 | $75.3M | $308.2M | ||
| Q2 24 | $125.2M | $311.8M | ||
| Q1 24 | $120.1M | $329.5M |
| Q4 25 | $1.1B | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $1.0B | — | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $1.1B | — | ||
| Q2 24 | $1.2B | — | ||
| Q1 24 | $1.2B | — |
| Q4 25 | $1.4B | $929.6M | ||
| Q3 25 | $1.6B | $937.0M | ||
| Q2 25 | $1.6B | $942.6M | ||
| Q1 25 | $1.6B | $957.0M | ||
| Q4 24 | $1.6B | $965.3M | ||
| Q3 24 | $1.6B | $969.5M | ||
| Q2 24 | $1.6B | $981.2M | ||
| Q1 24 | $1.6B | $991.8M |
| Q4 25 | $3.0B | $1.5B | ||
| Q3 25 | $3.1B | $1.5B | ||
| Q2 25 | $3.1B | $1.5B | ||
| Q1 25 | $3.1B | $1.4B | ||
| Q4 24 | $3.2B | $1.5B | ||
| Q3 24 | $3.2B | $1.5B | ||
| Q2 24 | $3.2B | $1.5B | ||
| Q1 24 | $3.2B | $1.5B |
| Q4 25 | 0.76× | — | ||
| Q3 25 | 0.70× | — | ||
| Q2 25 | 0.65× | — | ||
| Q1 25 | 0.70× | — | ||
| Q4 24 | 0.69× | — | ||
| Q3 24 | 0.67× | — | ||
| Q2 24 | 0.71× | — | ||
| Q1 24 | 0.72× | — |
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 | $67.9M | $22.4M |
| Free Cash FlowOCF − Capex | $47.3M | $12.2M |
| FCF MarginFCF / Revenue | 17.2% | 7.1% |
| Capex IntensityCapex / Revenue | 7.5% | 5.9% |
| Cash ConversionOCF / Net Profit | 2.59× | — |
| TTM Free Cash FlowTrailing 4 quarters | $162.1M | $65.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $67.9M | $22.4M | ||
| Q3 25 | $74.6M | $28.9M | ||
| Q2 25 | $73.6M | $25.8M | ||
| Q1 25 | $27.6M | $17.3M | ||
| Q4 24 | $75.8M | $5.2M | ||
| Q3 24 | $61.7M | $5.0M | ||
| Q2 24 | $55.7M | $-4.9M | ||
| Q1 24 | $31.2M | $11.1M |
| Q4 25 | $47.3M | $12.2M | ||
| Q3 25 | $54.9M | $22.9M | ||
| Q2 25 | $57.9M | $15.9M | ||
| Q1 25 | $2.0M | $14.7M | ||
| Q4 24 | $52.6M | $251.0K | ||
| Q3 24 | $39.0M | $3.0M | ||
| Q2 24 | $38.8M | $-6.7M | ||
| Q1 24 | $12.4M | $9.5M |
| Q4 25 | 17.2% | 7.1% | ||
| Q3 25 | 19.2% | 14.5% | ||
| Q2 25 | 18.9% | 10.7% | ||
| Q1 25 | 0.8% | 10.2% | ||
| Q4 24 | 18.9% | 0.2% | ||
| Q3 24 | 13.7% | 2.2% | ||
| Q2 24 | 12.5% | -5.1% | ||
| Q1 24 | 4.8% | 7.1% |
| Q4 25 | 7.5% | 5.9% | ||
| Q3 25 | 6.9% | 3.8% | ||
| Q2 25 | 5.1% | 6.6% | ||
| Q1 25 | 10.0% | 1.8% | ||
| Q4 24 | 8.3% | 3.5% | ||
| Q3 24 | 7.9% | 1.5% | ||
| Q2 24 | 5.5% | 1.3% | ||
| Q1 24 | 7.4% | 1.2% |
| Q4 25 | 2.59× | — | ||
| Q3 25 | 3.31× | — | ||
| Q2 25 | 1.80× | — | ||
| Q1 25 | 2.33× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.33× | — | ||
| Q2 24 | 2.27× | — | ||
| Q1 24 | 3.75× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DRH
| Occupancy | $178.2M | 65% |
| Food And Beverage | $68.7M | 25% |
| Hotel Owned | $27.7M | 10% |
FSLY
| Network Services | $130.8M | 76% |
| Security | $35.4M | 21% |
| Other | $6.4M | 4% |
