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Side-by-side financial comparison of Dexcom (DXCM) and ZILLOW GROUP, INC. (ZG). Click either name above to swap in a different company.
Dexcom is the larger business by last-quarter revenue ($1.3B vs $654.0M, roughly 1.9× ZILLOW GROUP, INC.). Dexcom runs the higher net margin — 21.2% vs 0.5%, a 20.8% gap on every dollar of revenue. On growth, Dexcom posted the faster year-over-year revenue change (21.6% vs 18.1%). Over the past eight quarters, Dexcom's revenue compounded faster (12.0% CAGR vs 11.2%).
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.
Zillow Group, Inc., or simply Zillow, is an American tech real-estate marketplace company that was founded in 2006 by co-executive chairmen Rich Barton and Lloyd Frink, former Microsoft executives and founders of Microsoft spin-off Expedia; Spencer Rascoff, a co-founder of Hotwire.com; David Beitel, Zillow's current chief technology officer; and Kristin Acker, Zillow's current technology leadership advisor.
DXCM vs ZG — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.3B | $654.0M |
| Net Profit | $267.3M | $3.0M |
| Gross Margin | 62.9% | 72.8% |
| Operating Margin | 25.6% | -1.7% |
| Net Margin | 21.2% | 0.5% |
| Revenue YoY | 21.6% | 18.1% |
| Net Profit YoY | 153.6% | 105.8% |
| EPS (diluted) | $0.67 | $0.01 |
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 | $654.0M | ||
| Q3 25 | $1.2B | $676.0M | ||
| Q2 25 | $1.2B | $655.0M | ||
| Q1 25 | $1.0B | $598.0M | ||
| Q4 24 | $1.1B | $554.0M | ||
| Q3 24 | $994.2M | $581.0M | ||
| Q2 24 | $1.0B | $572.0M |
| Q1 26 | $267.3M | — | ||
| Q4 25 | $267.3M | $3.0M | ||
| Q3 25 | $283.8M | $10.0M | ||
| Q2 25 | $179.8M | $2.0M | ||
| Q1 25 | $105.4M | $8.0M | ||
| Q4 24 | $151.7M | $-52.0M | ||
| Q3 24 | $134.6M | $-20.0M | ||
| Q2 24 | $143.5M | $-17.0M |
| Q1 26 | 62.9% | — | ||
| Q4 25 | 62.9% | 72.8% | ||
| Q3 25 | 60.5% | 72.6% | ||
| Q2 25 | 59.5% | 74.7% | ||
| Q1 25 | 56.9% | 76.8% | ||
| Q4 24 | 58.9% | 75.8% | ||
| Q3 24 | 59.7% | 75.9% | ||
| Q2 24 | 62.4% | 77.3% |
| Q1 26 | 25.6% | — | ||
| Q4 25 | 25.6% | -1.7% | ||
| Q3 25 | 20.1% | -0.4% | ||
| Q2 25 | 18.4% | -1.7% | ||
| Q1 25 | 12.9% | -1.5% | ||
| Q4 24 | 17.0% | -12.5% | ||
| Q3 24 | 15.3% | -7.7% | ||
| Q2 24 | 15.7% | -6.6% |
| Q1 26 | 21.2% | — | ||
| Q4 25 | 21.2% | 0.5% | ||
| Q3 25 | 23.5% | 1.5% | ||
| Q2 25 | 15.5% | 0.3% | ||
| Q1 25 | 10.2% | 1.3% | ||
| Q4 24 | 13.6% | -9.4% | ||
| Q3 24 | 13.5% | -3.4% | ||
| Q2 24 | 14.3% | -3.0% |
| Q1 26 | $0.67 | — | ||
| Q4 25 | $0.67 | $0.01 | ||
| Q3 25 | $0.70 | $0.04 | ||
| Q2 25 | $0.45 | $0.01 | ||
| Q1 25 | $0.27 | $0.03 | ||
| Q4 24 | $0.37 | $-0.23 | ||
| Q3 24 | $0.34 | $-0.08 | ||
| Q2 24 | $0.35 | $-0.07 |
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 | $768.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.7B | $4.9B |
| Total Assets | $6.3B | $5.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $917.7M | — | ||
| Q4 25 | $917.7M | $768.0M | ||
| Q3 25 | $1.8B | $874.0M | ||
| Q2 25 | $1.2B | $587.0M | ||
| Q1 25 | $904.9M | $914.0M | ||
| Q4 24 | $606.1M | $1.1B | ||
| Q3 24 | $621.2M | $1.1B | ||
| Q2 24 | $939.2M | $1.2B |
| Q1 26 | $2.7B | — | ||
| Q4 25 | $2.7B | $4.9B | ||
| Q3 25 | $2.7B | $5.0B | ||
| Q2 25 | $2.6B | $4.7B | ||
| Q1 25 | $2.3B | $4.8B | ||
| Q4 24 | $2.1B | $4.8B | ||
| Q3 24 | $2.0B | $4.7B | ||
| Q2 24 | $2.4B | $4.5B |
| Q1 26 | $6.3B | — | ||
| Q4 25 | $6.3B | $5.7B | ||
| Q3 25 | $7.5B | $5.7B | ||
| Q2 25 | $7.3B | $5.4B | ||
| Q1 25 | $6.8B | $5.7B | ||
| Q4 24 | $6.5B | $5.8B | ||
| Q3 24 | $6.4B | $6.2B | ||
| Q2 24 | $6.8B | $6.6B |
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 | — | $72.0M |
| Free Cash FlowOCF − Capex | — | $44.0M |
| FCF MarginFCF / Revenue | — | 6.7% |
| Capex IntensityCapex / Revenue | — | 4.3% |
| Cash ConversionOCF / Net Profit | — | 24.00× |
| TTM Free Cash FlowTrailing 4 quarters | — | $235.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $294.0M | $72.0M | ||
| Q3 25 | $659.9M | $105.0M | ||
| Q2 25 | $303.0M | $87.0M | ||
| Q1 25 | $183.8M | $104.0M | ||
| Q4 24 | $301.4M | $122.0M | ||
| Q3 24 | $199.5M | $171.0M | ||
| Q2 24 | $279.4M | $55.0M |
| Q1 26 | — | — | ||
| Q4 25 | $192.1M | $44.0M | ||
| Q3 25 | $579.4M | $73.0M | ||
| Q2 25 | $208.9M | $50.0M | ||
| Q1 25 | $96.8M | $68.0M | ||
| Q4 24 | $176.8M | $88.0M | ||
| Q3 24 | $88.3M | $138.0M | ||
| Q2 24 | $213.3M | $18.0M |
| Q1 26 | — | — | ||
| Q4 25 | 15.3% | 6.7% | ||
| Q3 25 | 47.9% | 10.8% | ||
| Q2 25 | 18.1% | 7.6% | ||
| Q1 25 | 9.3% | 11.4% | ||
| Q4 24 | 15.9% | 15.9% | ||
| Q3 24 | 8.9% | 23.8% | ||
| Q2 24 | 21.2% | 3.1% |
| Q1 26 | — | — | ||
| Q4 25 | 8.1% | 4.3% | ||
| Q3 25 | 6.7% | 4.7% | ||
| Q2 25 | 8.1% | 5.6% | ||
| Q1 25 | 8.4% | 6.0% | ||
| Q4 24 | 11.2% | 6.1% | ||
| Q3 24 | 11.2% | 5.7% | ||
| Q2 24 | 6.6% | 6.5% |
| Q1 26 | — | — | ||
| Q4 25 | 1.10× | 24.00× | ||
| Q3 25 | 2.33× | 10.50× | ||
| Q2 25 | 1.69× | 43.50× | ||
| Q1 25 | 1.74× | 13.00× | ||
| Q4 24 | 1.99× | — | ||
| Q3 24 | 1.48× | — | ||
| Q2 24 | 1.95× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DXCM
Segment breakdown not available.
ZG
| Residential Revenue | $418.0M | 64% |
| Rental Revenue | $168.0M | 26% |
| Mortgage Revenue | $57.0M | 9% |
| Display Advertising And Other Revenue | $11.0M | 2% |
