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Side-by-side financial comparison of Carlyle Group Inc. (CG) and Datadog (DDOG). Click either name above to swap in a different company.
Carlyle Group Inc. is the larger business by last-quarter revenue ($1.9B vs $953.2M, roughly 2.0× Datadog). Carlyle Group Inc. runs the higher net margin — 18.8% vs 4.9%, a 14.0% gap on every dollar of revenue. On growth, Carlyle Group Inc. posted the faster year-over-year revenue change (84.1% vs 29.2%). Datadog produced more free cash flow last quarter ($318.2M vs $-1.2B). Over the past eight quarters, Carlyle Group Inc.'s revenue compounded faster (66.2% CAGR vs 24.9%).
The Carlyle Group Inc. is an American multinational company with operations in private equity, alternative asset management and financial services. As of 2023, the company had $426 billion of assets under management.
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.
CG vs DDOG — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.9B | $953.2M |
| Net Profit | $358.1M | $46.6M |
| Gross Margin | — | 80.4% |
| Operating Margin | 24.3% | 1.0% |
| Net Margin | 18.8% | 4.9% |
| Revenue YoY | 84.1% | 29.2% |
| Net Profit YoY | 69.8% | 2.1% |
| EPS (diluted) | $0.96 | $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 | $332.7M | $885.7M | ||
| Q2 25 | $1.6B | $826.8M | ||
| Q1 25 | $973.1M | $761.6M | ||
| Q4 24 | $1.0B | $737.7M | ||
| Q3 24 | $2.6B | $690.0M | ||
| Q2 24 | $1.1B | $645.3M | ||
| Q1 24 | $688.4M | $611.3M |
| Q4 25 | $358.1M | $46.6M | ||
| Q3 25 | $900.0K | $33.9M | ||
| Q2 25 | $319.7M | $2.6M | ||
| Q1 25 | $130.0M | $24.6M | ||
| Q4 24 | $210.9M | $45.6M | ||
| Q3 24 | $595.7M | $51.7M | ||
| Q2 24 | $148.2M | $43.8M | ||
| Q1 24 | $65.6M | $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 | 24.3% | 1.0% | ||
| Q3 25 | 25.8% | -0.7% | ||
| Q2 25 | 28.0% | -4.3% | ||
| Q1 25 | 17.6% | -1.6% | ||
| Q4 24 | 25.7% | 1.3% | ||
| Q3 24 | 29.9% | 2.9% | ||
| Q2 24 | 20.5% | 2.0% | ||
| Q1 24 | 17.5% | 2.0% |
| Q4 25 | 18.8% | 4.9% | ||
| Q3 25 | 0.3% | 3.8% | ||
| Q2 25 | 20.3% | 0.3% | ||
| Q1 25 | 13.4% | 3.2% | ||
| Q4 24 | 20.4% | 6.2% | ||
| Q3 24 | 22.6% | 7.5% | ||
| Q2 24 | 13.9% | 6.8% | ||
| Q1 24 | 9.5% | 7.0% |
| Q4 25 | $0.96 | $0.13 | ||
| Q3 25 | $0.00 | $0.10 | ||
| Q2 25 | $0.87 | $0.01 | ||
| Q1 25 | $0.35 | $0.07 | ||
| Q4 24 | $0.56 | $0.14 | ||
| Q3 24 | $1.63 | $0.14 | ||
| Q2 24 | $0.40 | $0.12 | ||
| Q1 24 | $0.18 | $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 | $2.0B | $401.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $7.1B | $3.7B |
| Total Assets | $29.1B | $6.6B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $2.0B | $401.3M | ||
| Q3 25 | $2.2B | $540.6M | ||
| Q2 25 | $1.3B | $489.0M | ||
| Q1 25 | $1.2B | $1.1B | ||
| Q4 24 | $1.3B | $1.2B | ||
| Q3 24 | $1.4B | $337.4M | ||
| Q2 24 | $914.8M | $411.0M | ||
| Q1 24 | $1.3B | $282.2M |
| Q4 25 | $7.1B | $3.7B | ||
| Q3 25 | $6.8B | $3.4B | ||
| Q2 25 | $6.7B | $3.2B | ||
| Q1 25 | $6.4B | $2.9B | ||
| Q4 24 | $6.3B | $2.7B | ||
| Q3 24 | $6.3B | $2.6B | ||
| Q2 24 | $5.7B | $2.4B | ||
| Q1 24 | $5.7B | $2.2B |
| Q4 25 | $29.1B | $6.6B | ||
| Q3 25 | $27.1B | $6.1B | ||
| Q2 25 | $25.1B | $5.8B | ||
| Q1 25 | $24.1B | $6.0B | ||
| Q4 24 | $23.1B | $5.8B | ||
| Q3 24 | $22.7B | $4.6B | ||
| Q2 24 | $22.3B | $4.4B | ||
| Q1 24 | $20.8B | $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 | $-1.2B | $327.1M |
| Free Cash FlowOCF − Capex | $-1.2B | $318.2M |
| FCF MarginFCF / Revenue | -65.1% | 33.4% |
| Capex IntensityCapex / Revenue | 2.2% | 0.9% |
| Cash ConversionOCF / Net Profit | -3.34× | 7.02× |
| TTM Free Cash FlowTrailing 4 quarters | $-3.4B | $1.0B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-1.2B | $327.1M | ||
| Q3 25 | $-1.6B | $251.5M | ||
| Q2 25 | $-168.8M | $200.1M | ||
| Q1 25 | $-352.1M | $271.5M | ||
| Q4 24 | $-352.8M | $265.2M | ||
| Q3 24 | $791.9M | $228.7M | ||
| Q2 24 | $-1.3B | $164.4M | ||
| Q1 24 | $71.1M | $212.3M |
| Q4 25 | $-1.2B | $318.2M | ||
| Q3 25 | $-1.6B | $234.7M | ||
| Q2 25 | $-186.3M | $184.9M | ||
| Q1 25 | $-368.8M | $262.8M | ||
| Q4 24 | $-379.5M | $257.5M | ||
| Q3 24 | $772.8M | $220.3M | ||
| Q2 24 | $-1.3B | $160.0M | ||
| Q1 24 | $56.9M | $198.1M |
| Q4 25 | -65.1% | 33.4% | ||
| Q3 25 | -475.7% | 26.5% | ||
| Q2 25 | -11.8% | 22.4% | ||
| Q1 25 | -37.9% | 34.5% | ||
| Q4 24 | -36.8% | 34.9% | ||
| Q3 24 | 29.3% | 31.9% | ||
| Q2 24 | -120.4% | 24.8% | ||
| Q1 24 | 8.3% | 32.4% |
| Q4 25 | 2.2% | 0.9% | ||
| Q3 25 | 7.0% | 1.9% | ||
| Q2 25 | 1.1% | 1.8% | ||
| Q1 25 | 1.7% | 1.1% | ||
| Q4 24 | 2.6% | 1.1% | ||
| Q3 24 | 0.7% | 1.2% | ||
| Q2 24 | 1.7% | 0.7% | ||
| Q1 24 | 2.1% | 2.3% |
| Q4 25 | -3.34× | 7.02× | ||
| Q3 25 | -1732.78× | 7.42× | ||
| Q2 25 | -0.53× | 75.58× | ||
| Q1 25 | -2.71× | 11.02× | ||
| Q4 24 | -1.67× | 5.82× | ||
| Q3 24 | 1.33× | 4.42× | ||
| Q2 24 | -8.57× | 3.75× | ||
| Q1 24 | 1.08× | 4.98× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CG
| Fund Management Fee | $606.8M | 32% |
| Other | $528.7M | 28% |
| Global Private Equity Segment | $307.3M | 16% |
| Global Credit Segment | $238.0M | 13% |
| Carlyle Alp Invest Segment | $124.6M | 7% |
| Incentive Fee | $55.4M | 3% |
| Fee Related Performance Revenues | $29.2M | 2% |
| Investment Advice | $11.1M | 1% |
DDOG
| North America | $678.7M | 71% |
| International | $274.5M | 29% |
