vs
Side-by-side financial comparison of Datadog (DDOG) and Driven Brands Holdings Inc. (DRVN). Click either name above to swap in a different company.
Datadog is the larger business by last-quarter revenue ($1.0B vs $535.7M, roughly 1.9× Driven Brands Holdings Inc.). Driven Brands Holdings Inc. runs the higher net margin — 11.4% vs 5.2%, a 6.1% gap on every dollar of revenue. On growth, Datadog posted the faster year-over-year revenue change (32.2% vs 6.6%). Datadog produced more free cash flow last quarter ($289.1M vs $39.5M). Over the past eight quarters, Datadog's revenue compounded faster (24.9% CAGR vs -4.0%).
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.
Standard Brands was a packaged foods company, formed in 1929 by J. P. Morgan & Co. with the merger of:Fleischmann Company Royal Baking Powder Company E. W. Gillett Company of Canada (1929) - Toronto-based baking goods company founded by P. W. Gillett in 1852 Widlar Food Products Company Chase & Sanborn Coffee Company
DDOG vs DRVN — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.0B | $535.7M |
| Net Profit | $52.6M | $60.9M |
| Gross Margin | 79.2% | — |
| Operating Margin | 21.5% | 11.6% |
| Net Margin | 5.2% | 11.4% |
| Revenue YoY | 32.2% | 6.6% |
| Net Profit YoY | 113.4% | 507.2% |
| EPS (diluted) | $0.15 | $0.37 |
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 | $1.0B | — | ||
| Q4 25 | $953.2M | — | ||
| Q3 25 | $885.7M | $535.7M | ||
| Q2 25 | $826.8M | $551.0M | ||
| Q1 25 | $761.6M | $516.2M | ||
| Q4 24 | $737.7M | $836.5M | ||
| Q3 24 | $690.0M | $502.3M | ||
| Q2 24 | $645.3M | $518.8M |
| Q1 26 | $52.6M | — | ||
| Q4 25 | $46.6M | — | ||
| Q3 25 | $33.9M | $60.9M | ||
| Q2 25 | $2.6M | $47.6M | ||
| Q1 25 | $24.6M | $5.5M | ||
| Q4 24 | $45.6M | $-312.0M | ||
| Q3 24 | $51.7M | $-14.9M | ||
| Q2 24 | $43.8M | $30.2M |
| Q1 26 | 79.2% | — | ||
| 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 26 | 21.5% | — | ||
| Q4 25 | 1.0% | — | ||
| Q3 25 | -0.7% | 11.6% | ||
| Q2 25 | -4.3% | 6.9% | ||
| Q1 25 | -1.6% | 11.9% | ||
| Q4 24 | 1.3% | -41.6% | ||
| Q3 24 | 2.9% | 9.9% | ||
| Q2 24 | 2.0% | 17.4% |
| Q1 26 | 5.2% | — | ||
| Q4 25 | 4.9% | — | ||
| Q3 25 | 3.8% | 11.4% | ||
| Q2 25 | 0.3% | 8.6% | ||
| Q1 25 | 3.2% | 1.1% | ||
| Q4 24 | 6.2% | -37.3% | ||
| Q3 24 | 7.5% | -3.0% | ||
| Q2 24 | 6.8% | 5.8% |
| Q1 26 | $0.15 | — | ||
| Q4 25 | $0.13 | — | ||
| Q3 25 | $0.10 | $0.37 | ||
| Q2 25 | $0.01 | $0.29 | ||
| Q1 25 | $0.07 | $0.04 | ||
| Q4 24 | $0.14 | $-1.93 | ||
| Q3 24 | $0.14 | $-0.09 | ||
| Q2 24 | $0.12 | $0.18 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $426.4M | $162.0M |
| Total DebtLower is stronger | — | $1.9B |
| Stockholders' EquityBook value | $4.0B | $793.5M |
| Total Assets | $7.0B | $4.2B |
| Debt / EquityLower = less leverage | — | 2.44× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $426.4M | — | ||
| Q4 25 | $401.3M | — | ||
| Q3 25 | $540.6M | $162.0M | ||
| Q2 25 | $489.0M | $166.1M | ||
| Q1 25 | $1.1B | $152.0M | ||
| Q4 24 | $1.2B | $149.6M | ||
| Q3 24 | $337.4M | $204.2M | ||
| Q2 24 | $411.0M | $148.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $1.9B | ||
| Q2 25 | — | $2.1B | ||
| Q1 25 | — | $2.6B | ||
| Q4 24 | — | $2.7B | ||
| Q3 24 | — | $2.7B | ||
| Q2 24 | — | $2.9B |
| Q1 26 | $4.0B | — | ||
| Q4 25 | $3.7B | — | ||
| Q3 25 | $3.4B | $793.5M | ||
| Q2 25 | $3.2B | $743.4M | ||
| Q1 25 | $2.9B | $643.2M | ||
| Q4 24 | $2.7B | $607.3M | ||
| Q3 24 | $2.6B | $962.8M | ||
| Q2 24 | $2.4B | $942.8M |
| Q1 26 | $7.0B | — | ||
| Q4 25 | $6.6B | — | ||
| Q3 25 | $6.1B | $4.2B | ||
| Q2 25 | $5.8B | $4.3B | ||
| Q1 25 | $6.0B | $5.3B | ||
| Q4 24 | $5.8B | $5.3B | ||
| Q3 24 | $4.6B | $5.8B | ||
| Q2 24 | $4.4B | $5.8B |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 2.44× | ||
| Q2 25 | — | 2.82× | ||
| Q1 25 | — | 4.07× | ||
| Q4 24 | — | 4.37× | ||
| Q3 24 | — | 2.84× | ||
| Q2 24 | — | 3.03× |
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 | $334.6M | $79.2M |
| Free Cash FlowOCF − Capex | $289.1M | $39.5M |
| FCF MarginFCF / Revenue | 28.7% | 7.4% |
| Capex IntensityCapex / Revenue | — | 7.4% |
| Cash ConversionOCF / Net Profit | 6.36× | 1.30× |
| TTM Free Cash FlowTrailing 4 quarters | $1.0B | $31.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $334.6M | — | ||
| Q4 25 | $327.1M | — | ||
| Q3 25 | $251.5M | $79.2M | ||
| Q2 25 | $200.1M | $80.4M | ||
| Q1 25 | $271.5M | $75.1M | ||
| Q4 24 | $265.2M | $32.9M | ||
| Q3 24 | $228.7M | $101.3M | ||
| Q2 24 | $164.4M | $46.9M |
| Q1 26 | $289.1M | — | ||
| Q4 25 | $318.2M | — | ||
| Q3 25 | $234.7M | $39.5M | ||
| Q2 25 | $184.9M | $9.0M | ||
| Q1 25 | $262.8M | $18.9M | ||
| Q4 24 | $257.5M | $-36.3M | ||
| Q3 24 | $220.3M | $37.9M | ||
| Q2 24 | $160.0M | $-19.5M |
| Q1 26 | 28.7% | — | ||
| Q4 25 | 33.4% | — | ||
| Q3 25 | 26.5% | 7.4% | ||
| Q2 25 | 22.4% | 1.6% | ||
| Q1 25 | 34.5% | 3.7% | ||
| Q4 24 | 34.9% | -4.3% | ||
| Q3 24 | 31.9% | 7.5% | ||
| Q2 24 | 24.8% | -3.8% |
| Q1 26 | — | — | ||
| Q4 25 | 0.9% | — | ||
| Q3 25 | 1.9% | 7.4% | ||
| Q2 25 | 1.8% | 13.0% | ||
| Q1 25 | 1.1% | 10.9% | ||
| Q4 24 | 1.1% | 8.3% | ||
| Q3 24 | 1.2% | 12.6% | ||
| Q2 24 | 0.7% | 12.8% |
| Q1 26 | 6.36× | — | ||
| Q4 25 | 7.02× | — | ||
| Q3 25 | 7.42× | 1.30× | ||
| Q2 25 | 75.58× | 1.69× | ||
| Q1 25 | 11.02× | 13.65× | ||
| Q4 24 | 5.82× | — | ||
| Q3 24 | 4.42× | — | ||
| Q2 24 | 3.75× | 1.56× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DDOG
Segment breakdown not available.
DRVN
| Company Operated Store Sales | $331.3M | 62% |
| Supply And Other | $74.3M | 14% |
| Car Wash Segment | $54.0M | 10% |
| Independently Operated Store Sales | $51.4M | 10% |
| Advertising | $27.9M | 5% |
| Employee Services Leasing Agreement | $2.0M | 0% |
