vs
Side-by-side financial comparison of DiamondRock Hospitality Co (DRH) and SPS COMMERCE INC (SPSC). Click either name above to swap in a different company.
DiamondRock Hospitality Co is the larger business by last-quarter revenue ($258.2M vs $192.7M, roughly 1.3× SPS COMMERCE INC). SPS COMMERCE INC runs the higher net margin — 13.4% vs 5.6%, a 7.8% gap on every dollar of revenue. On growth, SPS COMMERCE INC posted the faster year-over-year revenue change (12.7% vs 1.3%). Over the past eight quarters, SPS COMMERCE INC's revenue compounded faster (13.5% 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.
SPS Commerce, Inc. is a technology and application software company based in the United States that provides cloud-based supply chain management software. The company's headquarters are located in Minneapolis, Minnesota, but it also has a US office in New Jersey, and international locations in Amsterdam, Beijing, Breukelen, Hong Kong, Kyiv, Melbourne, Montpellier, Sydney, and Toronto.
DRH vs SPSC — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $258.2M | $192.7M |
| Net Profit | $14.5M | $25.8M |
| Gross Margin | — | 70.4% |
| Operating Margin | 11.1% | 18.0% |
| Net Margin | 5.6% | 13.4% |
| Revenue YoY | 1.3% | 12.7% |
| Net Profit YoY | 22.0% | 47.2% |
| EPS (diluted) | $0.07 | $0.69 |
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 | $192.7M | ||
| Q3 25 | $285.4M | $189.9M | ||
| Q2 25 | $305.7M | $187.4M | ||
| Q1 25 | $254.9M | $181.5M | ||
| Q4 24 | $279.1M | $170.9M | ||
| Q3 24 | $285.1M | $163.7M | ||
| Q2 24 | $309.3M | $153.6M |
| Q1 26 | $14.5M | — | ||
| Q4 25 | $26.2M | $25.8M | ||
| Q3 25 | $22.5M | $25.6M | ||
| Q2 25 | $40.8M | $19.7M | ||
| Q1 25 | $11.9M | $22.2M | ||
| Q4 24 | $-11.2M | $17.6M | ||
| Q3 24 | $26.4M | $23.5M | ||
| Q2 24 | $24.5M | $18.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 70.4% | ||
| Q3 25 | — | 69.5% | ||
| Q2 25 | — | 68.1% | ||
| Q1 25 | — | 68.7% | ||
| Q4 24 | — | 67.5% | ||
| Q3 24 | — | 68.5% | ||
| Q2 24 | — | 66.1% |
| Q1 26 | 11.1% | — | ||
| Q4 25 | 8.9% | 18.0% | ||
| Q3 25 | 8.1% | 16.4% | ||
| Q2 25 | 13.7% | 14.1% | ||
| Q1 25 | 4.3% | 14.3% | ||
| Q4 24 | -3.7% | 14.5% | ||
| Q3 24 | 9.5% | 15.6% | ||
| Q2 24 | 8.4% | 15.1% |
| Q1 26 | 5.6% | — | ||
| Q4 25 | 9.5% | 13.4% | ||
| Q3 25 | 7.9% | 13.5% | ||
| Q2 25 | 13.4% | 10.5% | ||
| Q1 25 | 4.7% | 12.2% | ||
| Q4 24 | -4.0% | 10.3% | ||
| Q3 24 | 9.3% | 14.3% | ||
| Q2 24 | 7.9% | 11.7% |
| Q1 26 | $0.07 | — | ||
| Q4 25 | $0.12 | $0.69 | ||
| Q3 25 | $0.10 | $0.67 | ||
| Q2 25 | $0.18 | $0.52 | ||
| Q1 25 | $0.04 | $0.58 | ||
| Q4 24 | $-0.06 | $0.46 | ||
| Q3 24 | $0.11 | $0.62 | ||
| Q2 24 | $0.10 | $0.48 |
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 | $151.4M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.4B | $973.9M |
| Total Assets | $3.0B | $1.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $39.3M | — | ||
| Q4 25 | $68.1M | $151.4M | ||
| Q3 25 | $145.3M | $133.7M | ||
| Q2 25 | $52.4M | $107.6M | ||
| Q1 25 | $100.6M | $94.9M | ||
| Q4 24 | $81.4M | $241.0M | ||
| Q3 24 | $75.3M | $205.8M | ||
| Q2 24 | $125.2M | $271.8M |
| 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 | $973.9M | ||
| Q3 25 | $1.6B | $958.9M | ||
| Q2 25 | $1.6B | $949.8M | ||
| Q1 25 | $1.6B | $920.9M | ||
| Q4 24 | $1.6B | $854.7M | ||
| Q3 24 | $1.6B | $829.4M | ||
| Q2 24 | $1.6B | $703.4M |
| Q1 26 | $3.0B | — | ||
| Q4 25 | $3.0B | $1.2B | ||
| Q3 25 | $3.1B | $1.2B | ||
| Q2 25 | $3.1B | $1.1B | ||
| Q1 25 | $3.1B | $1.1B | ||
| Q4 24 | $3.2B | $1.0B | ||
| Q3 24 | $3.2B | $1.0B | ||
| Q2 24 | $3.2B | $854.5M |
| 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 | — | $45.9M |
| Free Cash FlowOCF − Capex | — | $38.2M |
| FCF MarginFCF / Revenue | — | 19.8% |
| Capex IntensityCapex / Revenue | — | 4.0% |
| Cash ConversionOCF / Net Profit | — | 1.78× |
| TTM Free Cash FlowTrailing 4 quarters | — | $152.3M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $67.9M | $45.9M | ||
| Q3 25 | $74.6M | $60.6M | ||
| Q2 25 | $73.6M | $32.3M | ||
| Q1 25 | $27.6M | $40.0M | ||
| Q4 24 | $75.8M | $40.6M | ||
| Q3 24 | $61.7M | $53.3M | ||
| Q2 24 | $55.7M | $29.4M |
| Q1 26 | — | — | ||
| Q4 25 | $47.3M | $38.2M | ||
| Q3 25 | $54.9M | $54.6M | ||
| Q2 25 | $57.9M | $25.7M | ||
| Q1 25 | $2.0M | $33.8M | ||
| Q4 24 | $52.6M | $34.3M | ||
| Q3 24 | $39.0M | $48.1M | ||
| Q2 24 | $38.8M | $24.4M |
| Q1 26 | — | — | ||
| Q4 25 | 17.2% | 19.8% | ||
| Q3 25 | 19.2% | 28.7% | ||
| Q2 25 | 18.9% | 13.7% | ||
| Q1 25 | 0.8% | 18.6% | ||
| Q4 24 | 18.9% | 20.1% | ||
| Q3 24 | 13.7% | 29.4% | ||
| Q2 24 | 12.5% | 15.9% |
| Q1 26 | — | — | ||
| Q4 25 | 7.5% | 4.0% | ||
| Q3 25 | 6.9% | 3.2% | ||
| Q2 25 | 5.1% | 3.6% | ||
| Q1 25 | 10.0% | 3.4% | ||
| Q4 24 | 8.3% | 3.6% | ||
| Q3 24 | 7.9% | 3.2% | ||
| Q2 24 | 5.5% | 3.3% |
| Q1 26 | — | — | ||
| Q4 25 | 2.59× | 1.78× | ||
| Q3 25 | 3.31× | 2.37× | ||
| Q2 25 | 1.80× | 1.64× | ||
| Q1 25 | 2.33× | 1.80× | ||
| Q4 24 | — | 2.31× | ||
| Q3 24 | 2.33× | 2.27× | ||
| Q2 24 | 2.27× | 1.63× |
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% |
SPSC
| Recurring Revenues | $184.5M | 96% |
| One Time Revenues | $8.1M | 4% |
| Set Up Fees | $4.1M | 2% |
