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Side-by-side financial comparison of Allstate (ALL) and Datadog (DDOG). Click either name above to swap in a different company.
Datadog is the larger business by last-quarter revenue ($953.2M vs $922.0M, roughly 1.0× Allstate). Allstate runs the higher net margin — 266.6% vs 4.9%, a 261.7% gap on every dollar of revenue. On growth, Datadog posted the faster year-over-year revenue change (29.2% vs 7.2%). Over the past eight quarters, Datadog's revenue compounded faster (24.9% CAGR vs -75.8%).
The Allstate Corporation, together with its subsidiaries, provides property and casualty, and other insurance products in the United States and Canada. The company operates through Allstate Protection; Protection Services; Allstate Health and Benefits; and Run-off Property-Liability segments. The Allstate Protection segment offers private passenger auto and homeowners insurance; specialty auto products, including motorcycle, trailer, motor home, and off-road vehicle insurance; other personal ...
Datadog, Inc. is an American company that provides an observability service for cloud-scale applications, providing monitoring of servers, databases, tools, and services, through a SaaS-based data analytics platform. Founded and headquartered in New York City, the company is a publicly traded entity on the Nasdaq stock exchange.
ALL vs DDOG — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $922.0M | $953.2M |
| Net Profit | $2.5B | $46.6M |
| Gross Margin | — | 80.4% |
| Operating Margin | -1400.3% | 1.0% |
| Net Margin | 266.6% | 4.9% |
| Revenue YoY | 7.2% | 29.2% |
| Net Profit YoY | — | 2.1% |
| EPS (diluted) | $9.25 | $0.13 |
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 | $922.0M | — | ||
| Q4 25 | $17.3B | $953.2M | ||
| Q3 25 | $17.3B | $885.7M | ||
| Q2 25 | $16.6B | $826.8M | ||
| Q1 25 | $16.5B | $761.6M | ||
| Q4 24 | $16.5B | $737.7M | ||
| Q3 24 | $16.6B | $690.0M | ||
| Q2 24 | $15.7B | $645.3M |
| Q1 26 | $2.5B | — | ||
| Q4 25 | $3.8B | $46.6M | ||
| Q3 25 | $3.7B | $33.9M | ||
| Q2 25 | $2.1B | $2.6M | ||
| Q1 25 | $595.0M | $24.6M | ||
| Q4 24 | $1.9B | $45.6M | ||
| Q3 24 | $1.2B | $51.7M | ||
| Q2 24 | $331.0M | $43.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | 80.4% | ||
| Q3 25 | — | 80.1% | ||
| Q2 25 | — | 79.9% | ||
| Q1 25 | — | 79.3% | ||
| Q4 24 | — | 80.5% | ||
| Q3 24 | — | 80.0% | ||
| Q2 24 | — | 80.9% |
| Q1 26 | -1400.3% | — | ||
| Q4 25 | — | 1.0% | ||
| Q3 25 | — | -0.7% | ||
| Q2 25 | — | -4.3% | ||
| Q1 25 | — | -1.6% | ||
| Q4 24 | — | 1.3% | ||
| Q3 24 | — | 2.9% | ||
| Q2 24 | — | 2.0% |
| Q1 26 | 266.6% | — | ||
| Q4 25 | 22.1% | 4.9% | ||
| Q3 25 | 21.7% | 3.8% | ||
| Q2 25 | 12.7% | 0.3% | ||
| Q1 25 | 3.6% | 3.2% | ||
| Q4 24 | 11.7% | 6.2% | ||
| Q3 24 | 7.2% | 7.5% | ||
| Q2 24 | 2.1% | 6.8% |
| Q1 26 | $9.25 | — | ||
| Q4 25 | $14.24 | $0.13 | ||
| Q3 25 | $13.95 | $0.10 | ||
| Q2 25 | $7.76 | $0.01 | ||
| Q1 25 | $2.11 | $0.07 | ||
| Q4 24 | $7.07 | $0.14 | ||
| Q3 24 | $4.33 | $0.14 | ||
| Q2 24 | $1.13 | $0.12 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $401.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $31.6B | $3.7B |
| Total Assets | $124.0B | $6.6B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $4.9B | $401.3M | ||
| Q3 25 | $8.7B | $540.6M | ||
| Q2 25 | $9.6B | $489.0M | ||
| Q1 25 | $6.5B | $1.1B | ||
| Q4 24 | $4.5B | $1.2B | ||
| Q3 24 | $7.0B | $337.4M | ||
| Q2 24 | $5.3B | $411.0M |
| Q1 26 | — | — | ||
| Q4 25 | $7.5B | — | ||
| Q3 25 | $8.1B | — | ||
| Q2 25 | $8.1B | — | ||
| Q1 25 | $8.1B | — | ||
| Q4 24 | $8.1B | — | ||
| Q3 24 | $8.1B | — | ||
| Q2 24 | $8.1B | — |
| Q1 26 | $31.6B | — | ||
| Q4 25 | $30.6B | $3.7B | ||
| Q3 25 | $27.5B | $3.4B | ||
| Q2 25 | $24.0B | $3.2B | ||
| Q1 25 | $22.1B | $2.9B | ||
| Q4 24 | $21.4B | $2.7B | ||
| Q3 24 | $20.9B | $2.6B | ||
| Q2 24 | $18.6B | $2.4B |
| Q1 26 | $124.0B | — | ||
| Q4 25 | $119.8B | $6.6B | ||
| Q3 25 | $120.4B | $6.1B | ||
| Q2 25 | $115.9B | $5.8B | ||
| Q1 25 | $115.2B | $6.0B | ||
| Q4 24 | $111.6B | $5.8B | ||
| Q3 24 | $113.7B | $4.6B | ||
| Q2 24 | $108.4B | $4.4B |
| Q1 26 | — | — | ||
| Q4 25 | 0.24× | — | ||
| Q3 25 | 0.29× | — | ||
| Q2 25 | 0.34× | — | ||
| Q1 25 | 0.37× | — | ||
| Q4 24 | 0.38× | — | ||
| Q3 24 | 0.39× | — | ||
| Q2 24 | 0.43× | — |
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 | — | $327.1M |
| Free Cash FlowOCF − Capex | — | $318.2M |
| FCF MarginFCF / Revenue | — | 33.4% |
| Capex IntensityCapex / Revenue | — | 0.9% |
| Cash ConversionOCF / Net Profit | — | 7.02× |
| TTM Free Cash FlowTrailing 4 quarters | — | $1.0B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $3.0B | $327.1M | ||
| Q3 25 | $3.3B | $251.5M | ||
| Q2 25 | $1.9B | $200.1M | ||
| Q1 25 | $2.0B | $271.5M | ||
| Q4 24 | $1.7B | $265.2M | ||
| Q3 24 | $3.2B | $228.7M | ||
| Q2 24 | $2.4B | $164.4M |
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | $318.2M | ||
| Q3 25 | $3.2B | $234.7M | ||
| Q2 25 | $1.9B | $184.9M | ||
| Q1 25 | $1.9B | $262.8M | ||
| Q4 24 | $1.7B | $257.5M | ||
| Q3 24 | $3.1B | $220.3M | ||
| Q2 24 | $2.3B | $160.0M |
| Q1 26 | — | — | ||
| Q4 25 | 16.7% | 33.4% | ||
| Q3 25 | 18.8% | 26.5% | ||
| Q2 25 | 11.3% | 22.4% | ||
| Q1 25 | 11.4% | 34.5% | ||
| Q4 24 | 10.0% | 34.9% | ||
| Q3 24 | 18.9% | 31.9% | ||
| Q2 24 | 14.7% | 24.8% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 0.9% | ||
| Q3 25 | 0.3% | 1.9% | ||
| Q2 25 | 0.0% | 1.8% | ||
| Q1 25 | 0.6% | 1.1% | ||
| Q4 24 | 0.3% | 1.1% | ||
| Q3 24 | 0.4% | 1.2% | ||
| Q2 24 | 0.4% | 0.7% |
| Q1 26 | — | — | ||
| Q4 25 | 0.78× | 7.02× | ||
| Q3 25 | 0.88× | 7.42× | ||
| Q2 25 | 0.89× | 75.58× | ||
| Q1 25 | 3.30× | 11.02× | ||
| Q4 24 | 0.88× | 5.82× | ||
| Q3 24 | 2.69× | 4.42× | ||
| Q2 24 | 7.13× | 3.75× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ALL
Segment breakdown not available.
DDOG
| North America | $678.7M | 71% |
| International | $274.5M | 29% |
