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Side-by-side financial comparison of CF Industries (CF) and Datadog (DDOG). Click either name above to swap in a different company.
CF Industries is the larger business by last-quarter revenue ($1.9B vs $953.2M, roughly 2.0× Datadog). CF Industries runs the higher net margin — 26.4% vs 4.9%, a 21.6% gap on every dollar of revenue. On growth, Datadog posted the faster year-over-year revenue change (29.2% vs 22.8%). Datadog produced more free cash flow last quarter ($318.2M vs $313.0M). Over the past eight quarters, Datadog's revenue compounded faster (24.9% CAGR vs 12.8%).
CF Industries Holdings, Inc. is an American manufacturer and distributor of agricultural fertilizers, including ammonia, urea, and ammonium nitrate products. The company is based in Northbrook, Illinois, a suburb of Chicago, and was founded in 1946 as the Central Farmers Fertilizer Company. For its first 56 years, it was a federation of regional agricultural supply cooperatives. CF then demutualized, and became a publicly traded company.
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.
CF vs DDOG — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.9B | $953.2M |
| Net Profit | $495.0M | $46.6M |
| Gross Margin | 40.9% | 80.4% |
| Operating Margin | 33.0% | 1.0% |
| Net Margin | 26.4% | 4.9% |
| Revenue YoY | 22.8% | 29.2% |
| Net Profit YoY | 26.3% | 2.1% |
| EPS (diluted) | $2.56 | $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 | $1.9B | $953.2M | ||
| Q3 25 | $1.7B | $885.7M | ||
| Q2 25 | $1.9B | $826.8M | ||
| Q1 25 | $1.7B | $761.6M | ||
| Q4 24 | $1.5B | $737.7M | ||
| Q3 24 | $1.4B | $690.0M | ||
| Q2 24 | $1.6B | $645.3M | ||
| Q1 24 | $1.5B | $611.3M |
| Q4 25 | $495.0M | $46.6M | ||
| Q3 25 | $460.0M | $33.9M | ||
| Q2 25 | $492.0M | $2.6M | ||
| Q1 25 | $351.0M | $24.6M | ||
| Q4 24 | $392.0M | $45.6M | ||
| Q3 24 | $341.0M | $51.7M | ||
| Q2 24 | $506.0M | $43.8M | ||
| Q1 24 | $238.0M | $42.6M |
| Q4 25 | 40.9% | 80.4% | ||
| Q3 25 | 38.1% | 80.1% | ||
| Q2 25 | 39.9% | 79.9% | ||
| Q1 25 | 34.4% | 79.3% | ||
| Q4 24 | 34.4% | 80.5% | ||
| Q3 24 | 32.4% | 80.0% | ||
| Q2 24 | 43.2% | 80.9% | ||
| Q1 24 | 27.8% | 82.0% |
| Q4 25 | 33.0% | 1.0% | ||
| Q3 25 | 35.0% | -0.7% | ||
| Q2 25 | 34.3% | -4.3% | ||
| Q1 25 | 27.4% | -1.6% | ||
| Q4 24 | 28.9% | 1.3% | ||
| Q3 24 | 26.6% | 2.9% | ||
| Q2 24 | 40.6% | 2.0% | ||
| Q1 24 | 20.6% | 2.0% |
| Q4 25 | 26.4% | 4.9% | ||
| Q3 25 | 27.7% | 3.8% | ||
| Q2 25 | 26.0% | 0.3% | ||
| Q1 25 | 21.1% | 3.2% | ||
| Q4 24 | 25.7% | 6.2% | ||
| Q3 24 | 24.9% | 7.5% | ||
| Q2 24 | 32.2% | 6.8% | ||
| Q1 24 | 16.2% | 7.0% |
| Q4 25 | $2.56 | $0.13 | ||
| Q3 25 | $2.19 | $0.10 | ||
| Q2 25 | $2.37 | $0.01 | ||
| Q1 25 | $1.85 | $0.07 | ||
| Q4 24 | $1.86 | $0.14 | ||
| Q3 24 | $1.55 | $0.14 | ||
| Q2 24 | $2.30 | $0.12 | ||
| Q1 24 | $1.03 | $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 | $3.2B | — |
| Stockholders' EquityBook value | $4.8B | $3.7B |
| Total Assets | $14.1B | $6.6B |
| Debt / EquityLower = less leverage | 0.66× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $401.3M | ||
| Q3 25 | — | $540.6M | ||
| Q2 25 | — | $489.0M | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | $337.4M | ||
| Q2 24 | — | $411.0M | ||
| Q1 24 | — | $282.2M |
| Q4 25 | $3.2B | — | ||
| Q3 25 | $3.0B | — | ||
| Q2 25 | $3.0B | — | ||
| Q1 25 | $3.0B | — | ||
| Q4 24 | $3.0B | — | ||
| Q3 24 | $3.0B | — | ||
| Q2 24 | $3.0B | — | ||
| Q1 24 | $3.0B | — |
| Q4 25 | $4.8B | $3.7B | ||
| Q3 25 | $4.8B | $3.4B | ||
| Q2 25 | $5.0B | $3.2B | ||
| Q1 25 | $4.8B | $2.9B | ||
| Q4 24 | $5.0B | $2.7B | ||
| Q3 24 | $5.2B | $2.6B | ||
| Q2 24 | $5.5B | $2.4B | ||
| Q1 24 | $5.4B | $2.2B |
| Q4 25 | $14.1B | $6.6B | ||
| Q3 25 | $14.2B | $6.1B | ||
| Q2 25 | $13.8B | $5.8B | ||
| Q1 25 | $13.3B | $6.0B | ||
| Q4 24 | $13.5B | $5.8B | ||
| Q3 24 | $13.8B | $4.6B | ||
| Q2 24 | $13.8B | $4.4B | ||
| Q1 24 | $13.9B | $4.1B |
| Q4 25 | 0.66× | — | ||
| Q3 25 | 0.61× | — | ||
| Q2 25 | 0.60× | — | ||
| Q1 25 | 0.62× | — | ||
| Q4 24 | 0.60× | — | ||
| Q3 24 | 0.57× | — | ||
| Q2 24 | 0.54× | — | ||
| Q1 24 | 0.55× | — |
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 | $539.0M | $327.1M |
| Free Cash FlowOCF − Capex | $313.0M | $318.2M |
| FCF MarginFCF / Revenue | 16.7% | 33.4% |
| Capex IntensityCapex / Revenue | 12.1% | 0.9% |
| Cash ConversionOCF / Net Profit | 1.09× | 7.02× |
| TTM Free Cash FlowTrailing 4 quarters | $1.8B | $1.0B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $539.0M | $327.1M | ||
| Q3 25 | $1.1B | $251.5M | ||
| Q2 25 | $563.0M | $200.1M | ||
| Q1 25 | $586.0M | $271.5M | ||
| Q4 24 | $420.0M | $265.2M | ||
| Q3 24 | $931.0M | $228.7M | ||
| Q2 24 | $475.0M | $164.4M | ||
| Q1 24 | $445.0M | $212.3M |
| Q4 25 | $313.0M | $318.2M | ||
| Q3 25 | $717.0M | $234.7M | ||
| Q2 25 | $318.0M | $184.9M | ||
| Q1 25 | $454.0M | $262.8M | ||
| Q4 24 | $223.0M | $257.5M | ||
| Q3 24 | $792.0M | $220.3M | ||
| Q2 24 | $391.0M | $160.0M | ||
| Q1 24 | $347.0M | $198.1M |
| Q4 25 | 16.7% | 33.4% | ||
| Q3 25 | 43.2% | 26.5% | ||
| Q2 25 | 16.8% | 22.4% | ||
| Q1 25 | 27.3% | 34.5% | ||
| Q4 24 | 14.6% | 34.9% | ||
| Q3 24 | 57.8% | 31.9% | ||
| Q2 24 | 24.9% | 24.8% | ||
| Q1 24 | 23.6% | 32.4% |
| Q4 25 | 12.1% | 0.9% | ||
| Q3 25 | 20.9% | 1.9% | ||
| Q2 25 | 13.0% | 1.8% | ||
| Q1 25 | 7.9% | 1.1% | ||
| Q4 24 | 12.9% | 1.1% | ||
| Q3 24 | 10.1% | 1.2% | ||
| Q2 24 | 5.3% | 0.7% | ||
| Q1 24 | 6.7% | 2.3% |
| Q4 25 | 1.09× | 7.02× | ||
| Q3 25 | 2.31× | 7.42× | ||
| Q2 25 | 1.14× | 75.58× | ||
| Q1 25 | 1.67× | 11.02× | ||
| Q4 24 | 1.07× | 5.82× | ||
| Q3 24 | 2.73× | 4.42× | ||
| Q2 24 | 0.94× | 3.75× | ||
| Q1 24 | 1.87× | 4.98× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CF
| Ammonia | $591.0M | 32% |
| UAN | $493.0M | 26% |
| Urea | $372.0M | 20% |
| Other | $244.0M | 13% |
| Other Products | $147.0M | 8% |
| Ammonium Nitrate Segment | $25.0M | 1% |
DDOG
| North America | $678.7M | 71% |
| International | $274.5M | 29% |
