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Side-by-side financial comparison of DiamondRock Hospitality Co (DRH) and VARONIS SYSTEMS INC (VRNS). Click either name above to swap in a different company.
DiamondRock Hospitality Co is the larger business by last-quarter revenue ($258.2M vs $173.1M, roughly 1.5× VARONIS SYSTEMS INC). On growth, VARONIS SYSTEMS INC posted the faster year-over-year revenue change (26.9% vs 1.3%). Over the past eight quarters, VARONIS SYSTEMS INC's revenue compounded faster (15.2% 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.
Varonis Systems, Inc. is a software company based in Miami, Florida with R&D offices in Herzliya, Israel. The company’s Data Security Platform analyzes data and data activity using the insights to identify data exposure risks stemming from access permissions and software-as-a-service (SaaS) app configurations, triggering automated remediation capabilities in response.
DRH vs VRNS — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $258.2M | $173.1M |
| Net Profit | $14.5M | — |
| Gross Margin | — | 76.0% |
| Operating Margin | 11.1% | -1.7% |
| Net Margin | 5.6% | — |
| Revenue YoY | 1.3% | 26.9% |
| Net Profit YoY | 22.0% | — |
| EPS (diluted) | $0.07 | — |
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 | $173.1M | ||
| Q4 25 | $274.5M | $173.4M | ||
| Q3 25 | $285.4M | $161.6M | ||
| Q2 25 | $305.7M | $152.2M | ||
| Q1 25 | $254.9M | $136.4M | ||
| Q4 24 | $279.1M | $158.5M | ||
| Q3 24 | $285.1M | $148.1M | ||
| Q2 24 | $309.3M | $130.3M |
| Q1 26 | $14.5M | — | ||
| Q4 25 | $26.2M | $-27.8M | ||
| Q3 25 | $22.5M | $-29.9M | ||
| Q2 25 | $40.8M | $-35.8M | ||
| Q1 25 | $11.9M | $-35.8M | ||
| Q4 24 | $-11.2M | $-13.0M | ||
| Q3 24 | $26.4M | $-18.3M | ||
| Q2 24 | $24.5M | $-23.9M |
| Q1 26 | — | 76.0% | ||
| Q4 25 | — | 78.9% | ||
| Q3 25 | — | 78.2% | ||
| Q2 25 | — | 79.5% | ||
| Q1 25 | — | 78.7% | ||
| Q4 24 | — | 83.6% | ||
| Q3 24 | — | 83.8% | ||
| Q2 24 | — | 82.8% |
| Q1 26 | 11.1% | -1.7% | ||
| Q4 25 | 8.9% | -17.5% | ||
| Q3 25 | 8.1% | -22.2% | ||
| Q2 25 | 13.7% | -24.0% | ||
| Q1 25 | 4.3% | -32.1% | ||
| Q4 24 | -3.7% | -11.1% | ||
| Q3 24 | 9.5% | -16.0% | ||
| Q2 24 | 8.4% | -22.1% |
| Q1 26 | 5.6% | — | ||
| Q4 25 | 9.5% | -16.0% | ||
| Q3 25 | 7.9% | -18.5% | ||
| Q2 25 | 13.4% | -23.5% | ||
| Q1 25 | 4.7% | -26.2% | ||
| Q4 24 | -4.0% | -8.2% | ||
| Q3 24 | 9.3% | -12.4% | ||
| Q2 24 | 7.9% | -18.4% |
| Q1 26 | $0.07 | — | ||
| Q4 25 | $0.12 | $-0.23 | ||
| Q3 25 | $0.10 | $-0.26 | ||
| Q2 25 | $0.18 | $-0.32 | ||
| Q1 25 | $0.04 | $-0.32 | ||
| Q4 24 | $-0.06 | $-0.12 | ||
| Q3 24 | $0.11 | $-0.16 | ||
| Q2 24 | $0.10 | $-0.21 |
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 | $179.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.4B | $453.5M |
| Total Assets | $3.0B | $1.6B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $39.3M | $179.3M | ||
| Q4 25 | $68.1M | $883.7M | ||
| Q3 25 | $145.3M | $671.3M | ||
| Q2 25 | $52.4M | $770.9M | ||
| Q1 25 | $100.6M | $567.6M | ||
| Q4 24 | $81.4M | $529.0M | ||
| Q3 24 | $75.3M | $844.8M | ||
| Q2 24 | $125.2M | $582.5M |
| 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 | $453.5M | ||
| Q4 25 | $1.4B | $598.7M | ||
| Q3 25 | $1.6B | $604.8M | ||
| Q2 25 | $1.6B | $341.5M | ||
| Q1 25 | $1.6B | $367.7M | ||
| Q4 24 | $1.6B | $455.7M | ||
| Q3 24 | $1.6B | $428.6M | ||
| Q2 24 | $1.6B | $458.6M |
| Q1 26 | $3.0B | $1.6B | ||
| Q4 25 | $3.0B | $1.8B | ||
| Q3 25 | $3.1B | $1.7B | ||
| Q2 25 | $3.1B | $1.6B | ||
| Q1 25 | $3.1B | $1.6B | ||
| Q4 24 | $3.2B | $1.7B | ||
| Q3 24 | $3.2B | $1.5B | ||
| Q2 24 | $3.2B | $1.1B |
| 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 | — | $55.0M |
| Free Cash FlowOCF − Capex | — | $49.0M |
| FCF MarginFCF / Revenue | — | 28.3% |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $118.2M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $55.0M | ||
| Q4 25 | $67.9M | $24.7M | ||
| Q3 25 | $74.6M | $33.4M | ||
| Q2 25 | $73.6M | $21.3M | ||
| Q1 25 | $27.6M | $68.0M | ||
| Q4 24 | $75.8M | $24.3M | ||
| Q3 24 | $61.7M | $22.5M | ||
| Q2 24 | $55.7M | $11.7M |
| Q1 26 | — | $49.0M | ||
| Q4 25 | $47.3M | $20.7M | ||
| Q3 25 | $54.9M | $30.4M | ||
| Q2 25 | $57.9M | $18.0M | ||
| Q1 25 | $2.0M | $65.7M | ||
| Q4 24 | $52.6M | $19.9M | ||
| Q3 24 | $39.0M | $21.3M | ||
| Q2 24 | $38.8M | $10.9M |
| Q1 26 | — | 28.3% | ||
| Q4 25 | 17.2% | 12.0% | ||
| Q3 25 | 19.2% | 18.8% | ||
| Q2 25 | 18.9% | 11.8% | ||
| Q1 25 | 0.8% | 48.1% | ||
| Q4 24 | 18.9% | 12.6% | ||
| Q3 24 | 13.7% | 14.4% | ||
| Q2 24 | 12.5% | 8.4% |
| Q1 26 | — | — | ||
| Q4 25 | 7.5% | 2.3% | ||
| Q3 25 | 6.9% | 1.8% | ||
| Q2 25 | 5.1% | 2.2% | ||
| Q1 25 | 10.0% | 1.7% | ||
| Q4 24 | 8.3% | 2.7% | ||
| Q3 24 | 7.9% | 0.8% | ||
| Q2 24 | 5.5% | 0.6% |
| Q1 26 | — | — | ||
| 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× | — |
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% |
VRNS
| SaaS | $161.1M | 93% |
| Term license subscriptions | $6.9M | 4% |
| Maintenance and services | $5.2M | 3% |
