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Side-by-side financial comparison of Dexcom (DXCM) and Workday, Inc. (WDAY). Click either name above to swap in a different company.
Workday, Inc. is the larger business by last-quarter revenue ($2.4B vs $1.3B, roughly 1.9× Dexcom). Dexcom runs the higher net margin — 21.2% vs 10.4%, a 10.9% gap on every dollar of revenue. On growth, Dexcom posted the faster year-over-year revenue change (21.6% vs 12.6%). Over the past eight quarters, Workday, Inc.'s revenue compounded faster (12.5% CAGR vs 12.0%).
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.
Workday, Inc. is a leading global enterprise cloud software provider that develops and distributes human capital management, financial management, and enterprise resource planning solutions. It caters primarily to mid-sized and large organizations across sectors including education, healthcare, finance, and technology, with operations spanning North America, Europe, and Asia Pacific.
DXCM vs WDAY — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.3B | $2.4B |
| Net Profit | $267.3M | $252.0M |
| Gross Margin | 62.9% | — |
| Operating Margin | 25.6% | 10.6% |
| Net Margin | 21.2% | 10.4% |
| Revenue YoY | 21.6% | 12.6% |
| Net Profit YoY | 153.6% | 30.6% |
| EPS (diluted) | $0.67 | $0.94 |
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 | $2.4B | ||
| Q3 25 | $1.2B | $2.3B | ||
| Q2 25 | $1.2B | $2.2B | ||
| Q1 25 | $1.0B | $2.2B | ||
| Q4 24 | $1.1B | $2.2B | ||
| Q3 24 | $994.2M | $2.1B | ||
| Q2 24 | $1.0B | $2.0B |
| Q1 26 | $267.3M | — | ||
| Q4 25 | $267.3M | $252.0M | ||
| Q3 25 | $283.8M | $228.0M | ||
| Q2 25 | $179.8M | $68.0M | ||
| Q1 25 | $105.4M | $94.0M | ||
| Q4 24 | $151.7M | $193.0M | ||
| Q3 24 | $134.6M | $132.0M | ||
| Q2 24 | $143.5M | $107.0M |
| 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% | 10.6% | ||
| Q3 25 | 20.1% | 10.6% | ||
| Q2 25 | 18.4% | 1.7% | ||
| Q1 25 | 12.9% | 3.4% | ||
| Q4 24 | 17.0% | 7.6% | ||
| Q3 24 | 15.3% | 5.3% | ||
| Q2 24 | 15.7% | 3.2% |
| Q1 26 | 21.2% | — | ||
| Q4 25 | 21.2% | 10.4% | ||
| Q3 25 | 23.5% | 9.7% | ||
| Q2 25 | 15.5% | 3.0% | ||
| Q1 25 | 10.2% | 4.3% | ||
| Q4 24 | 13.6% | 8.9% | ||
| Q3 24 | 13.5% | 6.3% | ||
| Q2 24 | 14.3% | 5.4% |
| Q1 26 | $0.67 | — | ||
| Q4 25 | $0.67 | $0.94 | ||
| Q3 25 | $0.70 | $0.84 | ||
| Q2 25 | $0.45 | $0.25 | ||
| Q1 25 | $0.27 | $0.34 | ||
| Q4 24 | $0.37 | $0.72 | ||
| Q3 24 | $0.34 | $0.49 | ||
| Q2 24 | $0.35 | $0.40 |
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 | $6.8B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.7B | $8.9B |
| Total Assets | $6.3B | $17.8B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $917.7M | — | ||
| Q4 25 | $917.7M | $6.8B | ||
| Q3 25 | $1.8B | $8.2B | ||
| Q2 25 | $1.2B | $8.0B | ||
| Q1 25 | $904.9M | $8.0B | ||
| Q4 24 | $606.1M | $7.2B | ||
| Q3 24 | $621.2M | $7.4B | ||
| Q2 24 | $939.2M | $7.2B |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $3.0B |
| Q1 26 | $2.7B | — | ||
| Q4 25 | $2.7B | $8.9B | ||
| Q3 25 | $2.7B | $9.2B | ||
| Q2 25 | $2.6B | $8.9B | ||
| Q1 25 | $2.3B | $9.0B | ||
| Q4 24 | $2.1B | $8.6B | ||
| Q3 24 | $2.0B | $8.3B | ||
| Q2 24 | $2.4B | $8.2B |
| Q1 26 | $6.3B | — | ||
| Q4 25 | $6.3B | $17.8B | ||
| Q3 25 | $7.5B | $18.0B | ||
| Q2 25 | $7.3B | $17.2B | ||
| Q1 25 | $6.8B | $18.0B | ||
| Q4 24 | $6.5B | $16.4B | ||
| Q3 24 | $6.4B | $16.2B | ||
| Q2 24 | $6.8B | $15.9B |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.37× |
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 | — | $588.0M |
| Free Cash FlowOCF − Capex | — | $550.0M |
| FCF MarginFCF / Revenue | — | 22.6% |
| Capex IntensityCapex / Revenue | — | 1.6% |
| Cash ConversionOCF / Net Profit | — | 2.33× |
| TTM Free Cash FlowTrailing 4 quarters | — | $2.6B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $294.0M | $588.0M | ||
| Q3 25 | $659.9M | $616.0M | ||
| Q2 25 | $303.0M | $457.0M | ||
| Q1 25 | $183.8M | $1.1B | ||
| Q4 24 | $301.4M | $406.0M | ||
| Q3 24 | $199.5M | $571.0M | ||
| Q2 24 | $279.4M | $372.0M |
| Q1 26 | — | — | ||
| Q4 25 | $192.1M | $550.0M | ||
| Q3 25 | $579.4M | $588.0M | ||
| Q2 25 | $208.9M | $421.0M | ||
| Q1 25 | $96.8M | $1.0B | ||
| Q4 24 | $176.8M | $359.0M | ||
| Q3 24 | $88.3M | $516.0M | ||
| Q2 24 | $213.3M | $291.0M |
| Q1 26 | — | — | ||
| Q4 25 | 15.3% | 22.6% | ||
| Q3 25 | 47.9% | 25.0% | ||
| Q2 25 | 18.1% | 18.8% | ||
| Q1 25 | 9.3% | 46.4% | ||
| Q4 24 | 15.9% | 16.6% | ||
| Q3 24 | 8.9% | 24.7% | ||
| Q2 24 | 21.2% | 14.6% |
| Q1 26 | — | — | ||
| Q4 25 | 8.1% | 1.6% | ||
| Q3 25 | 6.7% | 1.2% | ||
| Q2 25 | 8.1% | 1.6% | ||
| Q1 25 | 8.4% | 3.9% | ||
| Q4 24 | 11.2% | 2.2% | ||
| Q3 24 | 11.2% | 2.6% | ||
| Q2 24 | 6.6% | 4.1% |
| Q1 26 | — | — | ||
| Q4 25 | 1.10× | 2.33× | ||
| Q3 25 | 2.33× | 2.70× | ||
| Q2 25 | 1.69× | 6.72× | ||
| Q1 25 | 1.74× | 11.83× | ||
| Q4 24 | 1.99× | 2.10× | ||
| Q3 24 | 1.48× | 4.33× | ||
| Q2 24 | 1.95× | 3.48× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DXCM
Segment breakdown not available.
WDAY
| Subscription Services | $2.2B | 92% |
| Professional Services | $188.0M | 8% |
