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Side-by-side financial comparison of DiamondRock Hospitality Co (DRH) and Paymentus Holdings, Inc. (PAY). Click either name above to swap in a different company.
Paymentus Holdings, Inc. is the larger business by last-quarter revenue ($330.5M vs $258.2M, roughly 1.3× DiamondRock Hospitality Co). Paymentus Holdings, Inc. runs the higher net margin — 6.3% vs 5.6%, a 0.6% gap on every dollar of revenue. On growth, Paymentus Holdings, Inc. posted the faster year-over-year revenue change (28.1% vs 1.3%). Over the past eight quarters, Paymentus Holdings, Inc.'s revenue compounded faster (33.7% CAGR vs -8.6%).
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.
Paymentus Holdings, Inc. is a leading cloud-based bill payment and customer engagement technology provider. It offers integrated digital payment solutions, billing automation tools, and self-service portals for enterprises across utilities, financial services, government, healthcare, and telecommunications segments, primarily operating in the North American market.
DRH vs PAY — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $258.2M | $330.5M |
| Net Profit | $14.5M | $20.7M |
| Gross Margin | — | 25.4% |
| Operating Margin | 11.1% | 7.3% |
| Net Margin | 5.6% | 6.3% |
| Revenue YoY | 1.3% | 28.1% |
| Net Profit YoY | 22.0% | 57.2% |
| EPS (diluted) | $0.07 | $0.16 |
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 | $258.2M | — | ||
| Q4 25 | $274.5M | $330.5M | ||
| Q3 25 | $285.4M | $310.7M | ||
| Q2 25 | $305.7M | $280.1M | ||
| Q1 25 | $254.9M | $275.2M | ||
| Q4 24 | $279.1M | $257.9M | ||
| Q3 24 | $285.1M | $231.6M | ||
| Q2 24 | $309.3M | $197.4M |
| Q1 26 | $14.5M | — | ||
| Q4 25 | $26.2M | $20.7M | ||
| Q3 25 | $22.5M | $17.7M | ||
| Q2 25 | $40.8M | $14.7M | ||
| Q1 25 | $11.9M | $13.8M | ||
| Q4 24 | $-11.2M | $13.1M | ||
| Q3 24 | $26.4M | $14.4M | ||
| Q2 24 | $24.5M | $9.4M |
| Q1 26 | — | — | ||
| Q4 25 | — | 25.4% | ||
| Q3 25 | — | 24.1% | ||
| Q2 25 | — | 25.5% | ||
| Q1 25 | — | 24.0% | ||
| Q4 24 | — | 25.6% | ||
| Q3 24 | — | 26.2% | ||
| Q2 24 | — | 29.8% |
| Q1 26 | 11.1% | — | ||
| Q4 25 | 8.9% | 7.3% | ||
| Q3 25 | 8.1% | 6.4% | ||
| Q2 25 | 13.7% | 5.7% | ||
| Q1 25 | 4.3% | 5.7% | ||
| Q4 24 | -3.7% | 5.5% | ||
| Q3 24 | 9.5% | 5.2% | ||
| Q2 24 | 8.4% | 5.2% |
| Q1 26 | 5.6% | — | ||
| Q4 25 | 9.5% | 6.3% | ||
| Q3 25 | 7.9% | 5.7% | ||
| Q2 25 | 13.4% | 5.3% | ||
| Q1 25 | 4.7% | 5.0% | ||
| Q4 24 | -4.0% | 5.1% | ||
| Q3 24 | 9.3% | 6.2% | ||
| Q2 24 | 7.9% | 4.7% |
| Q1 26 | $0.07 | — | ||
| Q4 25 | $0.12 | $0.16 | ||
| Q3 25 | $0.10 | $0.14 | ||
| Q2 25 | $0.18 | $0.11 | ||
| Q1 25 | $0.04 | $0.11 | ||
| Q4 24 | $-0.06 | $0.11 | ||
| Q3 24 | $0.11 | $0.11 | ||
| Q2 24 | $0.10 | $0.07 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $39.3M | $320.9M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.4B | $560.4M |
| Total Assets | $3.0B | $667.9M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $39.3M | — | ||
| Q4 25 | $68.1M | $320.9M | ||
| Q3 25 | $145.3M | $287.9M | ||
| Q2 25 | $52.4M | $266.4M | ||
| Q1 25 | $100.6M | $245.8M | ||
| Q4 24 | $81.4M | $205.9M | ||
| Q3 24 | $75.3M | $187.5M | ||
| Q2 24 | $125.2M | $188.8M |
| Q1 26 | — | — | ||
| 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 26 | $1.4B | — | ||
| Q4 25 | $1.4B | $560.4M | ||
| Q3 25 | $1.6B | $537.4M | ||
| Q2 25 | $1.6B | $516.7M | ||
| Q1 25 | $1.6B | $500.4M | ||
| Q4 24 | $1.6B | $485.6M | ||
| Q3 24 | $1.6B | $468.8M | ||
| Q2 24 | $1.6B | $451.6M |
| Q1 26 | $3.0B | — | ||
| Q4 25 | $3.0B | $667.9M | ||
| Q3 25 | $3.1B | $644.4M | ||
| Q2 25 | $3.1B | $609.5M | ||
| Q1 25 | $3.1B | $590.9M | ||
| Q4 24 | $3.2B | $576.2M | ||
| Q3 24 | $3.2B | $552.9M | ||
| Q2 24 | $3.2B | $527.7M |
| Q1 26 | — | — | ||
| 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× | — |
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 | — | $45.1M |
| Free Cash FlowOCF − Capex | — | $45.0M |
| FCF MarginFCF / Revenue | — | 13.6% |
| Capex IntensityCapex / Revenue | — | 0.0% |
| Cash ConversionOCF / Net Profit | — | 2.18× |
| TTM Free Cash FlowTrailing 4 quarters | — | $161.8M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $67.9M | $45.1M | ||
| Q3 25 | $74.6M | $35.1M | ||
| Q2 25 | $73.6M | $31.5M | ||
| Q1 25 | $27.6M | $50.4M | ||
| Q4 24 | $75.8M | $27.9M | ||
| Q3 24 | $61.7M | $6.7M | ||
| Q2 24 | $55.7M | $18.0M |
| Q1 26 | — | — | ||
| Q4 25 | $47.3M | $45.0M | ||
| Q3 25 | $54.9M | $35.0M | ||
| Q2 25 | $57.9M | $31.4M | ||
| Q1 25 | $2.0M | $50.4M | ||
| Q4 24 | $52.6M | $27.8M | ||
| Q3 24 | $39.0M | $6.7M | ||
| Q2 24 | $38.8M | $17.8M |
| Q1 26 | — | — | ||
| Q4 25 | 17.2% | 13.6% | ||
| Q3 25 | 19.2% | 11.3% | ||
| Q2 25 | 18.9% | 11.2% | ||
| Q1 25 | 0.8% | 18.3% | ||
| Q4 24 | 18.9% | 10.8% | ||
| Q3 24 | 13.7% | 2.9% | ||
| Q2 24 | 12.5% | 9.0% |
| Q1 26 | — | — | ||
| Q4 25 | 7.5% | 0.0% | ||
| Q3 25 | 6.9% | 0.0% | ||
| Q2 25 | 5.1% | 0.0% | ||
| Q1 25 | 10.0% | 0.0% | ||
| Q4 24 | 8.3% | 0.0% | ||
| Q3 24 | 7.9% | 0.0% | ||
| Q2 24 | 5.5% | 0.1% |
| Q1 26 | — | — | ||
| Q4 25 | 2.59× | 2.18× | ||
| Q3 25 | 3.31× | 1.98× | ||
| Q2 25 | 1.80× | 2.14× | ||
| Q1 25 | 2.33× | 3.65× | ||
| Q4 24 | — | 2.12× | ||
| Q3 24 | 2.33× | 0.47× | ||
| Q2 24 | 2.27× | 1.93× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DRH
| Rooms | $164.1M | 64% |
| Food and beverage | $67.2M | 26% |
| Other | $26.9M | 10% |
PAY
| Payment Transaction Processing Revenue | $326.9M | 99% |
| Other | $3.5M | 1% |
