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Side-by-side financial comparison of BELDEN INC. (BDC) 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 $720.1M, roughly 1.3× BELDEN INC.). BELDEN INC. runs the higher net margin — 9.4% vs 4.9%, a 4.5% gap on every dollar of revenue. On growth, Datadog posted the faster year-over-year revenue change (29.2% vs 8.1%). Datadog produced more free cash flow last quarter ($318.2M vs $121.3M). Over the past eight quarters, Datadog's revenue compounded faster (24.9% CAGR vs 15.9%).
Belden Inc. is an American, multinational, publicly traded company specializing in the design, manufacture, and distribution of end-to-end networking, security and connectivity products. The company serves the Industrial Automation Solutions, Smart Buildings and Broadband & 5G markets.
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.
BDC vs DDOG — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $720.1M | $953.2M |
| Net Profit | $67.9M | $46.6M |
| Gross Margin | 36.6% | 80.4% |
| Operating Margin | 12.2% | 1.0% |
| Net Margin | 9.4% | 4.9% |
| Revenue YoY | 8.1% | 29.2% |
| Net Profit YoY | 16.3% | 2.1% |
| EPS (diluted) | $1.70 | $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 | $720.1M | $953.2M | ||
| Q3 25 | $698.2M | $885.7M | ||
| Q2 25 | $672.0M | $826.8M | ||
| Q1 25 | $624.9M | $761.6M | ||
| Q4 24 | $666.0M | $737.7M | ||
| Q3 24 | $654.9M | $690.0M | ||
| Q2 24 | $604.3M | $645.3M | ||
| Q1 24 | $535.7M | $611.3M |
| Q4 25 | $67.9M | $46.6M | ||
| Q3 25 | $56.7M | $33.9M | ||
| Q2 25 | $61.0M | $2.6M | ||
| Q1 25 | $51.9M | $24.6M | ||
| Q4 24 | $58.4M | $45.6M | ||
| Q3 24 | $53.7M | $51.7M | ||
| Q2 24 | $49.0M | $43.8M | ||
| Q1 24 | $37.3M | $42.6M |
| Q4 25 | 36.6% | 80.4% | ||
| Q3 25 | 37.7% | 80.1% | ||
| Q2 25 | 38.5% | 79.9% | ||
| Q1 25 | 39.3% | 79.3% | ||
| Q4 24 | 37.5% | 80.5% | ||
| Q3 24 | 37.3% | 80.0% | ||
| Q2 24 | 37.5% | 80.9% | ||
| Q1 24 | 37.6% | 82.0% |
| Q4 25 | 12.2% | 1.0% | ||
| Q3 25 | 10.9% | -0.7% | ||
| Q2 25 | 11.8% | -4.3% | ||
| Q1 25 | 11.6% | -1.6% | ||
| Q4 24 | 10.4% | 1.3% | ||
| Q3 24 | 11.5% | 2.9% | ||
| Q2 24 | 11.4% | 2.0% | ||
| Q1 24 | 9.9% | 2.0% |
| Q4 25 | 9.4% | 4.9% | ||
| Q3 25 | 8.1% | 3.8% | ||
| Q2 25 | 9.1% | 0.3% | ||
| Q1 25 | 8.3% | 3.2% | ||
| Q4 24 | 8.8% | 6.2% | ||
| Q3 24 | 8.2% | 7.5% | ||
| Q2 24 | 8.1% | 6.8% | ||
| Q1 24 | 7.0% | 7.0% |
| Q4 25 | $1.70 | $0.13 | ||
| Q3 25 | $1.41 | $0.10 | ||
| Q2 25 | $1.53 | $0.01 | ||
| Q1 25 | $1.27 | $0.07 | ||
| Q4 24 | $1.41 | $0.14 | ||
| Q3 24 | $1.30 | $0.14 | ||
| Q2 24 | $1.19 | $0.12 | ||
| Q1 24 | $0.90 | $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 | $389.9M | $401.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.3B | $3.7B |
| Total Assets | $3.5B | $6.6B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $389.9M | $401.3M | ||
| Q3 25 | $314.3M | $540.6M | ||
| Q2 25 | $301.5M | $489.0M | ||
| Q1 25 | $259.0M | $1.1B | ||
| Q4 24 | $370.3M | $1.2B | ||
| Q3 24 | $323.0M | $337.4M | ||
| Q2 24 | $564.8M | $411.0M | ||
| Q1 24 | $506.8M | $282.2M |
| Q4 25 | $1.3B | $3.7B | ||
| Q3 25 | $1.2B | $3.4B | ||
| Q2 25 | $1.2B | $3.2B | ||
| Q1 25 | $1.2B | $2.9B | ||
| Q4 24 | $1.3B | $2.7B | ||
| Q3 24 | $1.2B | $2.6B | ||
| Q2 24 | $1.2B | $2.4B | ||
| Q1 24 | $1.2B | $2.2B |
| Q4 25 | $3.5B | $6.6B | ||
| Q3 25 | $3.4B | $6.1B | ||
| Q2 25 | $3.4B | $5.8B | ||
| Q1 25 | $3.3B | $6.0B | ||
| Q4 24 | $3.3B | $5.8B | ||
| Q3 24 | $3.3B | $4.6B | ||
| Q2 24 | $3.5B | $4.4B | ||
| Q1 24 | $3.1B | $4.1B |
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 | $160.4M | $327.1M |
| Free Cash FlowOCF − Capex | $121.3M | $318.2M |
| FCF MarginFCF / Revenue | 16.8% | 33.4% |
| Capex IntensityCapex / Revenue | 5.4% | 0.9% |
| Cash ConversionOCF / Net Profit | 2.36× | 7.02× |
| TTM Free Cash FlowTrailing 4 quarters | $218.7M | $1.0B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $160.4M | $327.1M | ||
| Q3 25 | $105.0M | $251.5M | ||
| Q2 25 | $82.0M | $200.1M | ||
| Q1 25 | $7.4M | $271.5M | ||
| Q4 24 | $174.7M | $265.2M | ||
| Q3 24 | $91.7M | $228.7M | ||
| Q2 24 | $83.0M | $164.4M | ||
| Q1 24 | $2.7M | $212.3M |
| Q4 25 | $121.3M | $318.2M | ||
| Q3 25 | $65.3M | $234.7M | ||
| Q2 25 | $56.9M | $184.9M | ||
| Q1 25 | $-24.8M | $262.8M | ||
| Q4 24 | $116.4M | $257.5M | ||
| Q3 24 | $67.2M | $220.3M | ||
| Q2 24 | $61.0M | $160.0M | ||
| Q1 24 | $-21.5M | $198.1M |
| Q4 25 | 16.8% | 33.4% | ||
| Q3 25 | 9.4% | 26.5% | ||
| Q2 25 | 8.5% | 22.4% | ||
| Q1 25 | -4.0% | 34.5% | ||
| Q4 24 | 17.5% | 34.9% | ||
| Q3 24 | 10.3% | 31.9% | ||
| Q2 24 | 10.1% | 24.8% | ||
| Q1 24 | -4.0% | 32.4% |
| Q4 25 | 5.4% | 0.9% | ||
| Q3 25 | 5.7% | 1.9% | ||
| Q2 25 | 3.7% | 1.8% | ||
| Q1 25 | 5.2% | 1.1% | ||
| Q4 24 | 8.8% | 1.1% | ||
| Q3 24 | 3.7% | 1.2% | ||
| Q2 24 | 3.6% | 0.7% | ||
| Q1 24 | 4.5% | 2.3% |
| Q4 25 | 2.36× | 7.02× | ||
| Q3 25 | 1.85× | 7.42× | ||
| Q2 25 | 1.34× | 75.58× | ||
| Q1 25 | 0.14× | 11.02× | ||
| Q4 24 | 2.99× | 5.82× | ||
| Q3 24 | 1.71× | 4.42× | ||
| Q2 24 | 1.69× | 3.75× | ||
| Q1 24 | 0.07× | 4.98× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BDC
| Automation Solutions Segment | $397.7M | 55% |
| Broadband Solutions | $164.8M | 23% |
| Smart Buildings Solutions | $157.7M | 22% |
DDOG
| North America | $678.7M | 71% |
| International | $274.5M | 29% |
