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Side-by-side financial comparison of ACUITY INC. (DE) (AYI) and Datadog (DDOG). Click either name above to swap in a different company.
ACUITY INC. (DE) is the larger business by last-quarter revenue ($1.1B vs $1.0B, roughly 1.0× Datadog). ACUITY INC. (DE) runs the higher net margin — 9.2% vs 5.2%, a 3.9% gap on every dollar of revenue. On growth, Datadog posted the faster year-over-year revenue change (32.2% vs 4.9%). Over the past eight quarters, Datadog's revenue compounded faster (24.9% CAGR vs 4.4%).
Squarespace, Inc. is an American website building and hosting company based in New York City. It provides software as a service for website building and hosting, and allows users to use pre-built website templates and drag-and-drop elements to create and modify webpages.
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.
AYI vs DDOG — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.1B | $1.0B |
| Net Profit | $96.8M | $52.6M |
| Gross Margin | 49.3% | 79.2% |
| Operating Margin | 12.6% | 21.5% |
| Net Margin | 9.2% | 5.2% |
| Revenue YoY | 4.9% | 32.2% |
| Net Profit YoY | 24.9% | 113.4% |
| EPS (diluted) | $3.09 | $0.15 |
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 | $1.1B | $1.0B | ||
| Q4 25 | $1.1B | $953.2M | ||
| Q3 25 | $1.2B | $885.7M | ||
| Q2 25 | $1.2B | $826.8M | ||
| Q1 25 | $1.0B | $761.6M | ||
| Q4 24 | $951.6M | $737.7M | ||
| Q3 24 | $1.0B | $690.0M | ||
| Q2 24 | $968.1M | $645.3M |
| Q1 26 | $96.8M | $52.6M | ||
| Q4 25 | $120.5M | $46.6M | ||
| Q3 25 | $114.0M | $33.9M | ||
| Q2 25 | $98.4M | $2.6M | ||
| Q1 25 | $77.5M | $24.6M | ||
| Q4 24 | $106.7M | $45.6M | ||
| Q3 24 | $118.9M | $51.7M | ||
| Q2 24 | $113.9M | $43.8M |
| Q1 26 | 49.3% | 79.2% | ||
| Q4 25 | 48.4% | 80.4% | ||
| Q3 25 | 48.9% | 80.1% | ||
| Q2 25 | 48.4% | 79.9% | ||
| Q1 25 | 46.5% | 79.3% | ||
| Q4 24 | 47.2% | 80.5% | ||
| Q3 24 | 47.3% | 80.0% | ||
| Q2 24 | 46.7% | 80.9% |
| Q1 26 | 12.6% | 21.5% | ||
| Q4 25 | 14.0% | 1.0% | ||
| Q3 25 | 14.9% | -0.7% | ||
| Q2 25 | 11.9% | -4.3% | ||
| Q1 25 | 11.0% | -1.6% | ||
| Q4 24 | 14.0% | 1.3% | ||
| Q3 24 | 15.2% | 2.9% | ||
| Q2 24 | 15.0% | 2.0% |
| Q1 26 | 9.2% | 5.2% | ||
| Q4 25 | 10.5% | 4.9% | ||
| Q3 25 | 9.4% | 3.8% | ||
| Q2 25 | 8.3% | 0.3% | ||
| Q1 25 | 7.7% | 3.2% | ||
| Q4 24 | 11.2% | 6.2% | ||
| Q3 24 | 11.5% | 7.5% | ||
| Q2 24 | 11.8% | 6.8% |
| Q1 26 | $3.09 | $0.15 | ||
| Q4 25 | $3.82 | $0.13 | ||
| Q3 25 | $3.61 | $0.10 | ||
| Q2 25 | $3.12 | $0.01 | ||
| Q1 25 | $2.45 | $0.07 | ||
| Q4 24 | $3.35 | $0.14 | ||
| Q3 24 | $3.77 | $0.14 | ||
| Q2 24 | $3.62 | $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 | $272.5M | $426.4M |
| Total DebtLower is stronger | $697.1M | — |
| Stockholders' EquityBook value | $2.8B | $4.0B |
| Total Assets | $4.6B | $7.0B |
| Debt / EquityLower = less leverage | 0.25× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $272.5M | $426.4M | ||
| Q4 25 | $376.1M | $401.3M | ||
| Q3 25 | $422.5M | $540.6M | ||
| Q2 25 | $371.8M | $489.0M | ||
| Q1 25 | $397.9M | $1.1B | ||
| Q4 24 | $935.6M | $1.2B | ||
| Q3 24 | $845.8M | $337.4M | ||
| Q2 24 | $699.0M | $411.0M |
| Q1 26 | $697.1M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | $2.8B | $4.0B | ||
| Q4 25 | $2.8B | $3.7B | ||
| Q3 25 | $2.7B | $3.4B | ||
| Q2 25 | $2.6B | $3.2B | ||
| Q1 25 | $2.5B | $2.9B | ||
| Q4 24 | $2.5B | $2.7B | ||
| Q3 24 | $2.4B | $2.6B | ||
| Q2 24 | $2.3B | $2.4B |
| Q1 26 | $4.6B | $7.0B | ||
| Q4 25 | $4.7B | $6.6B | ||
| Q3 25 | $4.8B | $6.1B | ||
| Q2 25 | $4.6B | $5.8B | ||
| Q1 25 | $4.6B | $6.0B | ||
| Q4 24 | $3.9B | $5.8B | ||
| Q3 24 | $3.8B | $4.6B | ||
| Q2 24 | $3.6B | $4.4B |
| Q1 26 | 0.25× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $229.9M | $334.6M |
| Free Cash FlowOCF − Capex | — | $289.1M |
| FCF MarginFCF / Revenue | — | 28.7% |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | 2.38× | 6.36× |
| TTM Free Cash FlowTrailing 4 quarters | — | $1.0B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $229.9M | $334.6M | ||
| Q4 25 | $140.8M | $327.1M | ||
| Q3 25 | $202.5M | $251.5M | ||
| Q2 25 | $207.3M | $200.1M | ||
| Q1 25 | $59.4M | $271.5M | ||
| Q4 24 | $132.2M | $265.2M | ||
| Q3 24 | $174.1M | $228.7M | ||
| Q2 24 | $152.5M | $164.4M |
| Q1 26 | — | $289.1M | ||
| Q4 25 | $114.8M | $318.2M | ||
| Q3 25 | $177.7M | $234.7M | ||
| Q2 25 | $192.3M | $184.9M | ||
| Q1 25 | $49.7M | $262.8M | ||
| Q4 24 | $113.3M | $257.5M | ||
| Q3 24 | $151.1M | $220.3M | ||
| Q2 24 | $140.5M | $160.0M |
| Q1 26 | — | 28.7% | ||
| Q4 25 | 10.0% | 33.4% | ||
| Q3 25 | 14.7% | 26.5% | ||
| Q2 25 | 16.3% | 22.4% | ||
| Q1 25 | 4.9% | 34.5% | ||
| Q4 24 | 11.9% | 34.9% | ||
| Q3 24 | 14.6% | 31.9% | ||
| Q2 24 | 14.5% | 24.8% |
| Q1 26 | — | — | ||
| Q4 25 | 2.3% | 0.9% | ||
| Q3 25 | 2.1% | 1.9% | ||
| Q2 25 | 1.3% | 1.8% | ||
| Q1 25 | 1.0% | 1.1% | ||
| Q4 24 | 2.0% | 1.1% | ||
| Q3 24 | 2.2% | 1.2% | ||
| Q2 24 | 1.2% | 0.7% |
| Q1 26 | 2.38× | 6.36× | ||
| Q4 25 | 1.17× | 7.02× | ||
| Q3 25 | 1.78× | 7.42× | ||
| Q2 25 | 2.11× | 75.58× | ||
| Q1 25 | 0.77× | 11.02× | ||
| Q4 24 | 1.24× | 5.82× | ||
| Q3 24 | 1.46× | 4.42× | ||
| Q2 24 | 1.34× | 3.75× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
