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Side-by-side financial comparison of Dexcom (DXCM) and MARRIOTT VACATIONS WORLDWIDE Corp (VAC). Click either name above to swap in a different company.
Dexcom is the larger business by last-quarter revenue ($1.3B vs $1.2B, roughly 1.0× MARRIOTT VACATIONS WORLDWIDE Corp). Dexcom runs the higher net margin — 21.2% vs -35.0%, a 56.2% gap on every dollar of revenue. On growth, Dexcom posted the faster year-over-year revenue change (21.6% vs -0.7%). Over the past eight quarters, Dexcom's revenue compounded faster (12.0% CAGR vs 5.2%).
Dexcom, Inc. is an American multinational healthcare company that develops, manufactures, produces and distributes a line of continuous glucose monitoring (CGM) systems for diabetes management. It operates internationally with global headquarters and R&D center in San Diego, California, U.S.A. and manufacturing facilities in Mesa, Arizona, U.S.A.; Batu Kawan, Malaysia and Athenry, County Galway, Ireland.
Marriott Vacations Worldwide Corporation is a pure-play public timeshare company. Formerly a division of Marriott International, Marriott Vacations Worldwide was established as a separate, publicly traded entity focusing primarily on vacation ownership in November 2011. Marriott Vacations Worldwide runs more than 120 resorts with over 700,000 Owners and members in a diverse portfolio of brands under The Marriott Vacation Clubs name. Its brands include Marriott Vacation Club, The Marriott Vaca...
DXCM vs VAC — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.3B | $1.2B |
| Net Profit | $267.3M | $-431.0M |
| Gross Margin | 62.9% | — |
| Operating Margin | 25.6% | — |
| Net Margin | 21.2% | -35.0% |
| Revenue YoY | 21.6% | -0.7% |
| Net Profit YoY | 153.6% | -962.0% |
| EPS (diluted) | $0.67 | $-12.00 |
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 | $1.3B | — | ||
| Q4 25 | $1.3B | $1.2B | ||
| Q3 25 | $1.2B | $1.2B | ||
| Q2 25 | $1.2B | $1.2B | ||
| Q1 25 | $1.0B | $1.1B | ||
| Q4 24 | $1.1B | $1.2B | ||
| Q3 24 | $994.2M | $1.2B | ||
| Q2 24 | $1.0B | $1.1B |
| Q1 26 | $267.3M | — | ||
| Q4 25 | $267.3M | $-431.0M | ||
| Q3 25 | $283.8M | $-2.0M | ||
| Q2 25 | $179.8M | $69.0M | ||
| Q1 25 | $105.4M | $56.0M | ||
| Q4 24 | $151.7M | $50.0M | ||
| Q3 24 | $134.6M | $84.0M | ||
| Q2 24 | $143.5M | $37.0M |
| Q1 26 | 62.9% | — | ||
| Q4 25 | 62.9% | — | ||
| Q3 25 | 60.5% | — | ||
| Q2 25 | 59.5% | — | ||
| Q1 25 | 56.9% | — | ||
| Q4 24 | 58.9% | — | ||
| Q3 24 | 59.7% | — | ||
| Q2 24 | 62.4% | — |
| Q1 26 | 25.6% | — | ||
| Q4 25 | 25.6% | — | ||
| Q3 25 | 20.1% | — | ||
| Q2 25 | 18.4% | — | ||
| Q1 25 | 12.9% | — | ||
| Q4 24 | 17.0% | — | ||
| Q3 24 | 15.3% | — | ||
| Q2 24 | 15.7% | — |
| Q1 26 | 21.2% | — | ||
| Q4 25 | 21.2% | -35.0% | ||
| Q3 25 | 23.5% | -0.2% | ||
| Q2 25 | 15.5% | 6.0% | ||
| Q1 25 | 10.2% | 5.0% | ||
| Q4 24 | 13.6% | 4.0% | ||
| Q3 24 | 13.5% | 6.9% | ||
| Q2 24 | 14.3% | 3.5% |
| Q1 26 | $0.67 | — | ||
| Q4 25 | $0.67 | $-12.00 | ||
| Q3 25 | $0.70 | $-0.07 | ||
| Q2 25 | $0.45 | $1.77 | ||
| Q1 25 | $0.27 | $1.46 | ||
| Q4 24 | $0.37 | $1.29 | ||
| Q3 24 | $0.34 | $2.12 | ||
| Q2 24 | $0.35 | $0.98 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $917.7M | $406.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.7B | $2.0B |
| Total Assets | $6.3B | $9.8B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $917.7M | — | ||
| Q4 25 | $917.7M | $406.0M | ||
| Q3 25 | $1.8B | $474.0M | ||
| Q2 25 | $1.2B | $205.0M | ||
| Q1 25 | $904.9M | $196.0M | ||
| Q4 24 | $606.1M | $197.0M | ||
| Q3 24 | $621.2M | $197.0M | ||
| Q2 24 | $939.2M | $206.0M |
| Q1 26 | $2.7B | — | ||
| Q4 25 | $2.7B | $2.0B | ||
| Q3 25 | $2.7B | $2.5B | ||
| Q2 25 | $2.6B | $2.5B | ||
| Q1 25 | $2.3B | $2.4B | ||
| Q4 24 | $2.1B | $2.4B | ||
| Q3 24 | $2.0B | $2.4B | ||
| Q2 24 | $2.4B | $2.4B |
| Q1 26 | $6.3B | — | ||
| Q4 25 | $6.3B | $9.8B | ||
| Q3 25 | $7.5B | $10.1B | ||
| Q2 25 | $7.3B | $9.9B | ||
| Q1 25 | $6.8B | $9.9B | ||
| Q4 24 | $6.5B | $9.8B | ||
| Q3 24 | $6.4B | $9.7B | ||
| Q2 24 | $6.8B | $9.6B |
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 | — | $6.0M |
| Free Cash FlowOCF − Capex | — | $-6.0M |
| FCF MarginFCF / Revenue | — | -0.5% |
| Capex IntensityCapex / Revenue | — | 1.0% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-29.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $294.0M | $6.0M | ||
| Q3 25 | $659.9M | $62.0M | ||
| Q2 25 | $303.0M | $-48.0M | ||
| Q1 25 | $183.8M | $8.0M | ||
| Q4 24 | $301.4M | $100.0M | ||
| Q3 24 | $199.5M | $72.0M | ||
| Q2 24 | $279.4M | $30.0M |
| Q1 26 | — | — | ||
| Q4 25 | $192.1M | $-6.0M | ||
| Q3 25 | $579.4M | $51.0M | ||
| Q2 25 | $208.9M | $-68.0M | ||
| Q1 25 | $96.8M | $-6.0M | ||
| Q4 24 | $176.8M | $86.0M | ||
| Q3 24 | $88.3M | $58.0M | ||
| Q2 24 | $213.3M | $17.0M |
| Q1 26 | — | — | ||
| Q4 25 | 15.3% | -0.5% | ||
| Q3 25 | 47.9% | 4.3% | ||
| Q2 25 | 18.1% | -5.9% | ||
| Q1 25 | 9.3% | -0.5% | ||
| Q4 24 | 15.9% | 6.9% | ||
| Q3 24 | 8.9% | 4.8% | ||
| Q2 24 | 21.2% | 1.6% |
| Q1 26 | — | — | ||
| Q4 25 | 8.1% | 1.0% | ||
| Q3 25 | 6.7% | 0.9% | ||
| Q2 25 | 8.1% | 1.7% | ||
| Q1 25 | 8.4% | 1.3% | ||
| Q4 24 | 11.2% | 1.1% | ||
| Q3 24 | 11.2% | 1.1% | ||
| Q2 24 | 6.6% | 1.2% |
| Q1 26 | — | — | ||
| Q4 25 | 1.10× | — | ||
| Q3 25 | 2.33× | — | ||
| Q2 25 | 1.69× | -0.70× | ||
| Q1 25 | 1.74× | 0.14× | ||
| Q4 24 | 1.99× | 2.00× | ||
| Q3 24 | 1.48× | 0.86× | ||
| Q2 24 | 1.95× | 0.81× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DXCM
Segment breakdown not available.
VAC
| Cost Reimbursement | $467.0M | 38% |
| Time Share | $381.0M | 31% |
| Management And Exchange | $212.0M | 17% |
| Ancillary Revenues | $64.0M | 5% |
| Management Service | $55.0M | 4% |
| Service Other | $36.0M | 3% |
