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Side-by-side financial comparison of Datadog (DDOG) and Dream Finders Homes, Inc. (DFH). Click either name above to swap in a different company.
Dream Finders Homes, Inc. is the larger business by last-quarter revenue ($1.2B vs $953.2M, roughly 1.3× Datadog). Datadog runs the higher net margin — 4.9% vs 4.8%, a 0.0% gap on every dollar of revenue. On growth, Datadog posted the faster year-over-year revenue change (29.2% vs -22.3%). Datadog produced more free cash flow last quarter ($318.2M vs $136.0M). Over the past eight quarters, Datadog's revenue compounded faster (24.9% CAGR vs 21.0%).
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.
Dream Finders Homes, Inc. is a U.S. homebuilding firm that constructs and sells entry-level to luxury residential properties, including single-family homes and townhomes, across high-growth domestic markets. It also provides mortgage, title insurance and home warranty services for homebuyers.
DDOG vs DFH — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $953.2M | $1.2B |
| Net Profit | $46.6M | $58.8M |
| Gross Margin | 80.4% | — |
| Operating Margin | 1.0% | 6.4% |
| Net Margin | 4.9% | 4.8% |
| Revenue YoY | 29.2% | -22.3% |
| Net Profit YoY | 2.1% | -54.9% |
| EPS (diluted) | $0.13 | $0.57 |
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 | $953.2M | $1.2B | ||
| Q3 25 | $885.7M | $969.8M | ||
| Q2 25 | $826.8M | $1.2B | ||
| Q1 25 | $761.6M | $989.9M | ||
| Q4 24 | $737.7M | $1.6B | ||
| Q3 24 | $690.0M | $1.0B | ||
| Q2 24 | $645.3M | $1.1B | ||
| Q1 24 | $611.3M | $827.8M |
| Q4 25 | $46.6M | $58.8M | ||
| Q3 25 | $33.9M | $47.0M | ||
| Q2 25 | $2.6M | $56.6M | ||
| Q1 25 | $24.6M | $54.9M | ||
| Q4 24 | $45.6M | $130.5M | ||
| Q3 24 | $51.7M | $70.7M | ||
| Q2 24 | $43.8M | $80.9M | ||
| Q1 24 | $42.6M | $54.5M |
| 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% | 19.2% | ||
| Q1 24 | 82.0% | 18.0% |
| Q4 25 | 1.0% | 6.4% | ||
| Q3 25 | -0.7% | 6.3% | ||
| Q2 25 | -4.3% | 6.4% | ||
| Q1 25 | -1.6% | 7.2% | ||
| Q4 24 | 1.3% | 10.8% | ||
| Q3 24 | 2.9% | 9.2% | ||
| Q2 24 | 2.0% | 10.0% | ||
| Q1 24 | 2.0% | 8.6% |
| Q4 25 | 4.9% | 4.8% | ||
| Q3 25 | 3.8% | 4.8% | ||
| Q2 25 | 0.3% | 4.9% | ||
| Q1 25 | 3.2% | 5.5% | ||
| Q4 24 | 6.2% | 8.4% | ||
| Q3 24 | 7.5% | 7.0% | ||
| Q2 24 | 6.8% | 7.7% | ||
| Q1 24 | 7.0% | 6.6% |
| Q4 25 | $0.13 | $0.57 | ||
| Q3 25 | $0.10 | $0.47 | ||
| Q2 25 | $0.01 | $0.56 | ||
| Q1 25 | $0.07 | $0.54 | ||
| Q4 24 | $0.14 | $1.28 | ||
| Q3 24 | $0.14 | $0.70 | ||
| Q2 24 | $0.12 | $0.81 | ||
| Q1 24 | $0.12 | $0.55 |
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 | $234.8M |
| Total DebtLower is stronger | — | $1.6B |
| Stockholders' EquityBook value | $3.7B | $1.4B |
| Total Assets | $6.6B | $3.7B |
| Debt / EquityLower = less leverage | — | 1.13× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $401.3M | $234.8M | ||
| Q3 25 | $540.6M | $251.0M | ||
| Q2 25 | $489.0M | $210.3M | ||
| Q1 25 | $1.1B | $297.5M | ||
| Q4 24 | $1.2B | $274.4M | ||
| Q3 24 | $337.4M | $204.9M | ||
| Q2 24 | $411.0M | $274.8M | ||
| Q1 24 | $282.2M | $239.4M |
| Q4 25 | — | $1.6B | ||
| Q3 25 | — | $1.8B | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $3.7B | $1.4B | ||
| Q3 25 | $3.4B | $1.4B | ||
| Q2 25 | $3.2B | $1.3B | ||
| Q1 25 | $2.9B | $1.3B | ||
| Q4 24 | $2.7B | $1.2B | ||
| Q3 24 | $2.6B | $1.1B | ||
| Q2 24 | $2.4B | $1.0B | ||
| Q1 24 | $2.2B | $968.7M |
| Q4 25 | $6.6B | $3.7B | ||
| Q3 25 | $6.1B | $3.8B | ||
| Q2 25 | $5.8B | $3.7B | ||
| Q1 25 | $6.0B | $3.5B | ||
| Q4 24 | $5.8B | $3.3B | ||
| Q3 24 | $4.6B | $3.3B | ||
| Q2 24 | $4.4B | $3.0B | ||
| Q1 24 | $4.1B | $2.7B |
| Q4 25 | — | 1.13× | ||
| Q3 25 | — | 1.29× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.03× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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 | $327.1M | $143.6M |
| Free Cash FlowOCF − Capex | $318.2M | $136.0M |
| FCF MarginFCF / Revenue | 33.4% | 11.2% |
| Capex IntensityCapex / Revenue | 0.9% | 0.6% |
| Cash ConversionOCF / Net Profit | 7.02× | 2.44× |
| TTM Free Cash FlowTrailing 4 quarters | $1.0B | $-126.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $327.1M | $143.6M | ||
| Q3 25 | $251.5M | $-131.0M | ||
| Q2 25 | $200.1M | $-68.5M | ||
| Q1 25 | $271.5M | $-44.7M | ||
| Q4 24 | $265.2M | $306.5M | ||
| Q3 24 | $228.7M | $-205.0M | ||
| Q2 24 | $164.4M | $-110.6M | ||
| Q1 24 | $212.3M | $-247.5M |
| Q4 25 | $318.2M | $136.0M | ||
| Q3 25 | $234.7M | $-135.7M | ||
| Q2 25 | $184.9M | $-78.8M | ||
| Q1 25 | $262.8M | $-47.9M | ||
| Q4 24 | $257.5M | $302.6M | ||
| Q3 24 | $220.3M | $-222.5M | ||
| Q2 24 | $160.0M | $-112.4M | ||
| Q1 24 | $198.1M | $-249.6M |
| Q4 25 | 33.4% | 11.2% | ||
| Q3 25 | 26.5% | -14.0% | ||
| Q2 25 | 22.4% | -6.8% | ||
| Q1 25 | 34.5% | -4.8% | ||
| Q4 24 | 34.9% | 19.4% | ||
| Q3 24 | 31.9% | -22.1% | ||
| Q2 24 | 24.8% | -10.6% | ||
| Q1 24 | 32.4% | -30.2% |
| Q4 25 | 0.9% | 0.6% | ||
| Q3 25 | 1.9% | 0.5% | ||
| Q2 25 | 1.8% | 0.9% | ||
| Q1 25 | 1.1% | 0.3% | ||
| Q4 24 | 1.1% | 0.3% | ||
| Q3 24 | 1.2% | 1.7% | ||
| Q2 24 | 0.7% | 0.2% | ||
| Q1 24 | 2.3% | 0.3% |
| Q4 25 | 7.02× | 2.44× | ||
| Q3 25 | 7.42× | -2.79× | ||
| Q2 25 | 75.58× | -1.21× | ||
| Q1 25 | 11.02× | -0.81× | ||
| Q4 24 | 5.82× | 2.35× | ||
| Q3 24 | 4.42× | -2.90× | ||
| Q2 24 | 3.75× | -1.37× | ||
| Q1 24 | 4.98× | -4.54× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DDOG
| North America | $678.7M | 71% |
| International | $274.5M | 29% |
DFH
| Midwest Segment | $454.2M | 37% |
| Southeast Segment | $397.5M | 33% |
| Mid Atlantic Segment | $307.3M | 25% |
| Financial Services Segment | $53.7M | 4% |
