vs
Side-by-side financial comparison of AvalonBay Communities (AVB) 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 $767.9M, roughly 1.2× AvalonBay Communities). AvalonBay Communities runs the higher net margin — 9040.6% vs 4.9%, a 9035.7% gap on every dollar of revenue. On growth, Datadog posted the faster year-over-year revenue change (29.2% vs 3.7%). AvalonBay Communities produced more free cash flow last quarter ($1.4B vs $318.2M). Over the past eight quarters, Datadog's revenue compounded faster (24.9% CAGR vs 3.8%).
AvalonBay Communities, Inc. is a publicly traded real estate investment trust that invests in apartments.
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.
AVB vs DDOG — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $767.9M | $953.2M |
| Net Profit | $166.0M | $46.6M |
| Gross Margin | — | 80.4% |
| Operating Margin | 64.2% | 1.0% |
| Net Margin | 9040.6% | 4.9% |
| Revenue YoY | 3.7% | 29.2% |
| Net Profit YoY | -41.2% | 2.1% |
| EPS (diluted) | $1.18 | $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.
| Q4 25 | $767.9M | $953.2M | ||
| Q3 25 | $766.8M | $885.7M | ||
| Q2 25 | $760.2M | $826.8M | ||
| Q1 25 | $745.9M | $761.6M | ||
| Q4 24 | $740.5M | $737.7M | ||
| Q3 24 | $734.3M | $690.0M | ||
| Q2 24 | $726.0M | $645.3M | ||
| Q1 24 | $712.9M | $611.3M |
| Q4 25 | $166.0M | $46.6M | ||
| Q3 25 | $381.3M | $33.9M | ||
| Q2 25 | $268.7M | $2.6M | ||
| Q1 25 | $236.6M | $24.6M | ||
| Q4 24 | $282.1M | $45.6M | ||
| Q3 24 | $372.5M | $51.7M | ||
| Q2 24 | $253.9M | $43.8M | ||
| Q1 24 | $173.4M | $42.6M |
| 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 24 | — | 82.0% |
| Q4 25 | 64.2% | 1.0% | ||
| Q3 25 | 65.7% | -0.7% | ||
| Q2 25 | 67.6% | -4.3% | ||
| Q1 25 | 68.5% | -1.6% | ||
| Q4 24 | 63.1% | 1.3% | ||
| Q3 24 | 65.4% | 2.9% | ||
| Q2 24 | 66.6% | 2.0% | ||
| Q1 24 | 67.2% | 2.0% |
| Q4 25 | 9040.6% | 4.9% | ||
| Q3 25 | 49.7% | 3.8% | ||
| Q2 25 | 35.3% | 0.3% | ||
| Q1 25 | 31.7% | 3.2% | ||
| Q4 24 | 38.1% | 6.2% | ||
| Q3 24 | 50.7% | 7.5% | ||
| Q2 24 | 35.0% | 6.8% | ||
| Q1 24 | 24.3% | 7.0% |
| Q4 25 | $1.18 | $0.13 | ||
| Q3 25 | $2.68 | $0.10 | ||
| Q2 25 | $1.88 | $0.01 | ||
| Q1 25 | $1.66 | $0.07 | ||
| Q4 24 | $1.99 | $0.14 | ||
| Q3 24 | $2.61 | $0.14 | ||
| Q2 24 | $1.78 | $0.12 | ||
| Q1 24 | $1.22 | $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 | $187.2M | $401.3M |
| Total DebtLower is stronger | $9.3B | — |
| Stockholders' EquityBook value | $11.6B | $3.7B |
| Total Assets | $22.2B | $6.6B |
| Debt / EquityLower = less leverage | 0.80× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $187.2M | $401.3M | ||
| Q3 25 | $123.3M | $540.6M | ||
| Q2 25 | $102.8M | $489.0M | ||
| Q1 25 | $53.3M | $1.1B | ||
| Q4 24 | $108.6M | $1.2B | ||
| Q3 24 | $552.4M | $337.4M | ||
| Q2 24 | $545.8M | $411.0M | ||
| Q1 24 | $287.9M | $282.2M |
| Q4 25 | $9.3B | — | ||
| Q3 25 | $8.7B | — | ||
| Q2 25 | $8.7B | — | ||
| Q1 25 | $8.3B | — | ||
| Q4 24 | $8.1B | — | ||
| Q3 24 | $8.4B | — | ||
| Q2 24 | $8.4B | — | ||
| Q1 24 | $8.0B | — |
| Q4 25 | $11.6B | $3.7B | ||
| Q3 25 | $11.9B | $3.4B | ||
| Q2 25 | $11.9B | $3.2B | ||
| Q1 25 | $11.9B | $2.9B | ||
| Q4 24 | $11.9B | $2.7B | ||
| Q3 24 | $11.9B | $2.6B | ||
| Q2 24 | $11.7B | $2.4B | ||
| Q1 24 | $11.7B | $2.2B |
| Q4 25 | $22.2B | $6.6B | ||
| Q3 25 | $21.9B | $6.1B | ||
| Q2 25 | $21.8B | $5.8B | ||
| Q1 25 | $21.2B | $6.0B | ||
| Q4 24 | $21.0B | $5.8B | ||
| Q3 24 | $21.3B | $4.6B | ||
| Q2 24 | $21.0B | $4.4B | ||
| Q1 24 | $20.6B | $4.1B |
| Q4 25 | 0.80× | — | ||
| Q3 25 | 0.73× | — | ||
| Q2 25 | 0.72× | — | ||
| Q1 25 | 0.70× | — | ||
| Q4 24 | 0.68× | — | ||
| Q3 24 | 0.70× | — | ||
| Q2 24 | 0.71× | — | ||
| Q1 24 | 0.68× | — |
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 | $1.7B | $327.1M |
| Free Cash FlowOCF − Capex | $1.4B | $318.2M |
| FCF MarginFCF / Revenue | 183.5% | 33.4% |
| Capex IntensityCapex / Revenue | 34.1% | 0.9% |
| Cash ConversionOCF / Net Profit | 10.07× | 7.02× |
| TTM Free Cash FlowTrailing 4 quarters | $2.5B | $1.0B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.7B | $327.1M | ||
| Q3 25 | $477.0M | $251.5M | ||
| Q2 25 | $377.8M | $200.1M | ||
| Q1 25 | $415.9M | $271.5M | ||
| Q4 24 | $1.6B | $265.2M | ||
| Q3 24 | $486.2M | $228.7M | ||
| Q2 24 | $380.0M | $164.4M | ||
| Q1 24 | $412.9M | $212.3M |
| Q4 25 | $1.4B | $318.2M | ||
| Q3 25 | $402.2M | $234.7M | ||
| Q2 25 | $317.1M | $184.9M | ||
| Q1 25 | $367.5M | $262.8M | ||
| Q4 24 | $1.4B | $257.5M | ||
| Q3 24 | $434.2M | $220.3M | ||
| Q2 24 | $333.0M | $160.0M | ||
| Q1 24 | $375.4M | $198.1M |
| Q4 25 | 183.5% | 33.4% | ||
| Q3 25 | 52.5% | 26.5% | ||
| Q2 25 | 41.7% | 22.4% | ||
| Q1 25 | 49.3% | 34.5% | ||
| Q4 24 | 191.0% | 34.9% | ||
| Q3 24 | 59.1% | 31.9% | ||
| Q2 24 | 45.9% | 24.8% | ||
| Q1 24 | 52.7% | 32.4% |
| Q4 25 | 34.1% | 0.9% | ||
| Q3 25 | 9.8% | 1.9% | ||
| Q2 25 | 8.0% | 1.8% | ||
| Q1 25 | 6.5% | 1.1% | ||
| Q4 24 | 26.1% | 1.1% | ||
| Q3 24 | 7.1% | 1.2% | ||
| Q2 24 | 6.5% | 0.7% | ||
| Q1 24 | 5.3% | 2.3% |
| Q4 25 | 10.07× | 7.02× | ||
| Q3 25 | 1.25× | 7.42× | ||
| Q2 25 | 1.41× | 75.58× | ||
| Q1 25 | 1.76× | 11.02× | ||
| Q4 24 | 5.70× | 5.82× | ||
| Q3 24 | 1.31× | 4.42× | ||
| Q2 24 | 1.50× | 3.75× | ||
| Q1 24 | 2.38× | 4.98× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AVB
Segment breakdown not available.
DDOG
| North America | $678.7M | 71% |
| International | $274.5M | 29% |
