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Side-by-side financial comparison of DiamondRock Hospitality Co (DRH) and Strategic Education, Inc. (STRA). Click either name above to swap in a different company.
Strategic Education, Inc. is the larger business by last-quarter revenue ($305.9M vs $258.2M, roughly 1.2× DiamondRock Hospitality Co). Strategic Education, Inc. runs the higher net margin — 10.7% vs 5.6%, a 5.1% gap on every dollar of revenue. On growth, DiamondRock Hospitality Co posted the faster year-over-year revenue change (1.3% vs 0.8%). Over the past eight quarters, Strategic Education, Inc.'s revenue compounded faster (-1.0% 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.
Strategic Education, Inc. (SEI) is an education services holding company and is formerly known as Strayer Education, Inc. The company owns for-profit, online Capella University and Strayer University, as well as non-degree programs schools such as DevMountain, Hackbright Academy, and Sophia Learning.
DRH vs STRA — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $258.2M | $305.9M |
| Net Profit | $14.5M | $32.8M |
| Gross Margin | — | — |
| Operating Margin | 11.1% | 13.4% |
| Net Margin | 5.6% | 10.7% |
| Revenue YoY | 1.3% | 0.8% |
| Net Profit YoY | 22.0% | 10.3% |
| EPS (diluted) | $0.07 | $1.48 |
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 | $305.9M | ||
| Q4 25 | $274.5M | $323.2M | ||
| Q3 25 | $285.4M | $319.9M | ||
| Q2 25 | $305.7M | $321.5M | ||
| Q1 25 | $254.9M | $303.6M | ||
| Q4 24 | $279.1M | $311.5M | ||
| Q3 24 | $285.1M | $306.0M | ||
| Q2 24 | $309.3M | $312.3M |
| Q1 26 | $14.5M | $32.8M | ||
| Q4 25 | $26.2M | $37.9M | ||
| Q3 25 | $22.5M | $26.6M | ||
| Q2 25 | $40.8M | $32.3M | ||
| Q1 25 | $11.9M | $29.7M | ||
| Q4 24 | $-11.2M | $25.3M | ||
| Q3 24 | $26.4M | $27.7M | ||
| Q2 24 | $24.5M | $29.9M |
| Q1 26 | 11.1% | 13.4% | ||
| Q4 25 | 8.9% | 16.0% | ||
| Q3 25 | 8.1% | 11.6% | ||
| Q2 25 | 13.7% | 14.2% | ||
| Q1 25 | 4.3% | 13.1% | ||
| Q4 24 | -3.7% | 11.6% | ||
| Q3 24 | 9.5% | 11.9% | ||
| Q2 24 | 8.4% | 13.4% |
| Q1 26 | 5.6% | 10.7% | ||
| Q4 25 | 9.5% | 11.7% | ||
| Q3 25 | 7.9% | 8.3% | ||
| Q2 25 | 13.4% | 10.1% | ||
| Q1 25 | 4.7% | 9.8% | ||
| Q4 24 | -4.0% | 8.1% | ||
| Q3 24 | 9.3% | 9.1% | ||
| Q2 24 | 7.9% | 9.6% |
| Q1 26 | $0.07 | $1.48 | ||
| Q4 25 | $0.12 | $1.65 | ||
| Q3 25 | $0.10 | $1.15 | ||
| Q2 25 | $0.18 | $1.37 | ||
| Q1 25 | $0.04 | $1.24 | ||
| Q4 24 | $-0.06 | $1.05 | ||
| Q3 24 | $0.11 | $1.15 | ||
| Q2 24 | $0.10 | $1.24 |
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 | $150.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.4B | $1.6B |
| Total Assets | $3.0B | $2.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $39.3M | $150.3M | ||
| Q4 25 | $68.1M | $148.1M | ||
| Q3 25 | $145.3M | $172.6M | ||
| Q2 25 | $52.4M | $164.9M | ||
| Q1 25 | $100.6M | $182.6M | ||
| Q4 24 | $81.4M | $184.0M | ||
| Q3 24 | $75.3M | $222.1M | ||
| Q2 24 | $125.2M | $256.2M |
| 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 | $1.6B | ||
| Q4 25 | $1.4B | $1.6B | ||
| Q3 25 | $1.6B | $1.7B | ||
| Q2 25 | $1.6B | $1.7B | ||
| Q1 25 | $1.6B | $1.6B | ||
| Q4 24 | $1.6B | $1.7B | ||
| Q3 24 | $1.6B | $1.7B | ||
| Q2 24 | $1.6B | $1.7B |
| Q1 26 | $3.0B | $2.1B | ||
| Q4 25 | $3.0B | $2.0B | ||
| Q3 25 | $3.1B | $2.1B | ||
| Q2 25 | $3.1B | $2.1B | ||
| Q1 25 | $3.1B | $2.1B | ||
| Q4 24 | $3.2B | $2.0B | ||
| Q3 24 | $3.2B | $2.2B | ||
| Q2 24 | $3.2B | $2.2B |
| 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 | — | $87.4M |
| Free Cash FlowOCF − Capex | — | $77.3M |
| FCF MarginFCF / Revenue | — | 25.3% |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | — | 2.66× |
| TTM Free Cash FlowTrailing 4 quarters | — | $173.9M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $87.4M | ||
| Q4 25 | $67.9M | $39.2M | ||
| Q3 25 | $74.6M | $60.1M | ||
| Q2 25 | $73.6M | $31.2M | ||
| Q1 25 | $27.6M | $67.7M | ||
| Q4 24 | $75.8M | $15.9M | ||
| Q3 24 | $61.7M | $51.5M | ||
| Q2 24 | $55.7M | $24.3M |
| Q1 26 | — | $77.3M | ||
| Q4 25 | $47.3M | $27.0M | ||
| Q3 25 | $54.9M | $49.3M | ||
| Q2 25 | $57.9M | $20.4M | ||
| Q1 25 | $2.0M | $57.3M | ||
| Q4 24 | $52.6M | $4.7M | ||
| Q3 24 | $39.0M | $42.1M | ||
| Q2 24 | $38.8M | $13.6M |
| Q1 26 | — | 25.3% | ||
| Q4 25 | 17.2% | 8.3% | ||
| Q3 25 | 19.2% | 15.4% | ||
| Q2 25 | 18.9% | 6.3% | ||
| Q1 25 | 0.8% | 18.9% | ||
| Q4 24 | 18.9% | 1.5% | ||
| Q3 24 | 13.7% | 13.8% | ||
| Q2 24 | 12.5% | 4.3% |
| Q1 26 | — | — | ||
| Q4 25 | 7.5% | 3.8% | ||
| Q3 25 | 6.9% | 3.4% | ||
| Q2 25 | 5.1% | 3.4% | ||
| Q1 25 | 10.0% | 3.4% | ||
| Q4 24 | 8.3% | 3.6% | ||
| Q3 24 | 7.9% | 3.1% | ||
| Q2 24 | 5.5% | 3.4% |
| Q1 26 | — | 2.66× | ||
| Q4 25 | 2.59× | 1.03× | ||
| Q3 25 | 3.31× | 2.26× | ||
| Q2 25 | 1.80× | 0.97× | ||
| Q1 25 | 2.33× | 2.27× | ||
| Q4 24 | — | 0.63× | ||
| Q3 24 | 2.33× | 1.86× | ||
| Q2 24 | 2.27× | 0.81× |
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% |
STRA
| U.S. Higher Education | $212.6M | 69% |
| Australia/New Zealand | $51.8M | 17% |
| Education Technology Services | $41.5M | 14% |
