vs
Side-by-side financial comparison of Datadog (DDOG) and EnerSys (ENS). Click either name above to swap in a different company.
Datadog is the larger business by last-quarter revenue ($953.2M vs $919.1M, roughly 1.0× EnerSys). EnerSys runs the higher net margin — 9.8% vs 4.9%, a 4.9% gap on every dollar of revenue. On growth, Datadog posted the faster year-over-year revenue change (29.2% vs 1.4%). Datadog produced more free cash flow last quarter ($318.2M vs $171.3M). Over the past eight quarters, Datadog's revenue compounded faster (24.9% CAGR vs 0.5%).
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.
EnerSys is a stored energy systems and technology provider for industrial applications. The company manufactures reserve-power and motive-power batteries, battery chargers, power equipment, battery accessories and outdoor equipment enclosures.
DDOG vs ENS — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $953.2M | $919.1M |
| Net Profit | $46.6M | $90.4M |
| Gross Margin | 80.4% | 30.1% |
| Operating Margin | 1.0% | 13.5% |
| Net Margin | 4.9% | 9.8% |
| Revenue YoY | 29.2% | 1.4% |
| Net Profit YoY | 2.1% | -21.3% |
| EPS (diluted) | $0.13 | $2.40 |
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 | $919.1M | ||
| Q3 25 | $885.7M | $951.3M | ||
| Q2 25 | $826.8M | $893.0M | ||
| Q1 25 | $761.6M | $974.8M | ||
| Q4 24 | $737.7M | $906.2M | ||
| Q3 24 | $690.0M | $883.7M | ||
| Q2 24 | $645.3M | $852.9M | ||
| Q1 24 | $611.3M | $910.7M |
| Q4 25 | $46.6M | $90.4M | ||
| Q3 25 | $33.9M | $68.4M | ||
| Q2 25 | $2.6M | $57.5M | ||
| Q1 25 | $24.6M | $96.5M | ||
| Q4 24 | $45.6M | $114.8M | ||
| Q3 24 | $51.7M | $82.3M | ||
| Q2 24 | $43.8M | $70.1M | ||
| Q1 24 | $42.6M | $60.9M |
| Q4 25 | 80.4% | 30.1% | ||
| Q3 25 | 80.1% | 29.1% | ||
| Q2 25 | 79.9% | 28.4% | ||
| Q1 25 | 79.3% | 31.2% | ||
| Q4 24 | 80.5% | 32.9% | ||
| Q3 24 | 80.0% | 28.5% | ||
| Q2 24 | 80.9% | 27.9% | ||
| Q1 24 | 82.0% | 27.9% |
| Q4 25 | 1.0% | 13.5% | ||
| Q3 25 | -0.7% | 9.7% | ||
| Q2 25 | -4.3% | 9.7% | ||
| Q1 25 | -1.6% | 13.5% | ||
| Q4 24 | 1.3% | 15.7% | ||
| Q3 24 | 2.9% | 11.2% | ||
| Q2 24 | 2.0% | 10.7% | ||
| Q1 24 | 2.0% | 8.9% |
| Q4 25 | 4.9% | 9.8% | ||
| Q3 25 | 3.8% | 7.2% | ||
| Q2 25 | 0.3% | 6.4% | ||
| Q1 25 | 3.2% | 9.9% | ||
| Q4 24 | 6.2% | 12.7% | ||
| Q3 24 | 7.5% | 9.3% | ||
| Q2 24 | 6.8% | 8.2% | ||
| Q1 24 | 7.0% | 6.7% |
| Q4 25 | $0.13 | $2.40 | ||
| Q3 25 | $0.10 | $1.80 | ||
| Q2 25 | $0.01 | $1.46 | ||
| Q1 25 | $0.07 | $2.39 | ||
| Q4 24 | $0.14 | $2.88 | ||
| Q3 24 | $0.14 | $2.01 | ||
| Q2 24 | $0.12 | $1.71 | ||
| Q1 24 | $0.12 | $1.48 |
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 | $450.1M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $3.7B | $1.9B |
| Total Assets | $6.6B | $4.0B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $401.3M | $450.1M | ||
| Q3 25 | $540.6M | $388.6M | ||
| Q2 25 | $489.0M | $346.7M | ||
| Q1 25 | $1.1B | $343.1M | ||
| Q4 24 | $1.2B | $463.2M | ||
| Q3 24 | $337.4M | $407.9M | ||
| Q2 24 | $411.0M | $344.1M | ||
| Q1 24 | $282.2M | $333.3M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $802.0M |
| Q4 25 | $3.7B | $1.9B | ||
| Q3 25 | $3.4B | $1.9B | ||
| Q2 25 | $3.2B | $1.9B | ||
| Q1 25 | $2.9B | $1.9B | ||
| Q4 24 | $2.7B | $1.8B | ||
| Q3 24 | $2.6B | $1.8B | ||
| Q2 24 | $2.4B | $1.8B | ||
| Q1 24 | $2.2B | $1.8B |
| Q4 25 | $6.6B | $4.0B | ||
| Q3 25 | $6.1B | $4.1B | ||
| Q2 25 | $5.8B | $4.1B | ||
| Q1 25 | $6.0B | $4.0B | ||
| Q4 24 | $5.8B | $4.0B | ||
| Q3 24 | $4.6B | $4.0B | ||
| Q2 24 | $4.4B | $3.6B | ||
| Q1 24 | $4.1B | $3.5B |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 0.57× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 0.46× |
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 | $184.6M |
| Free Cash FlowOCF − Capex | $318.2M | $171.3M |
| FCF MarginFCF / Revenue | 33.4% | 18.6% |
| Capex IntensityCapex / Revenue | 0.9% | 1.4% |
| Cash ConversionOCF / Net Profit | 7.02× | 2.04× |
| TTM Free Cash FlowTrailing 4 quarters | $1.0B | $441.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $327.1M | $184.6M | ||
| Q3 25 | $251.5M | $218.0M | ||
| Q2 25 | $200.1M | $968.0K | ||
| Q1 25 | $271.5M | $135.2M | ||
| Q4 24 | $265.2M | $81.1M | ||
| Q3 24 | $228.7M | $33.6M | ||
| Q2 24 | $164.4M | $10.4M | ||
| Q1 24 | $212.3M | — |
| Q4 25 | $318.2M | $171.3M | ||
| Q3 25 | $234.7M | $197.1M | ||
| Q2 25 | $184.9M | $-32.1M | ||
| Q1 25 | $262.8M | $104.9M | ||
| Q4 24 | $257.5M | $56.8M | ||
| Q3 24 | $220.3M | $3.3M | ||
| Q2 24 | $160.0M | $-25.7M | ||
| Q1 24 | $198.1M | — |
| Q4 25 | 33.4% | 18.6% | ||
| Q3 25 | 26.5% | 20.7% | ||
| Q2 25 | 22.4% | -3.6% | ||
| Q1 25 | 34.5% | 10.8% | ||
| Q4 24 | 34.9% | 6.3% | ||
| Q3 24 | 31.9% | 0.4% | ||
| Q2 24 | 24.8% | -3.0% | ||
| Q1 24 | 32.4% | — |
| Q4 25 | 0.9% | 1.4% | ||
| Q3 25 | 1.9% | 2.2% | ||
| Q2 25 | 1.8% | 3.7% | ||
| Q1 25 | 1.1% | 3.1% | ||
| Q4 24 | 1.1% | 2.7% | ||
| Q3 24 | 1.2% | 3.4% | ||
| Q2 24 | 0.7% | 4.2% | ||
| Q1 24 | 2.3% | — |
| Q4 25 | 7.02× | 2.04× | ||
| Q3 25 | 7.42× | 3.19× | ||
| Q2 25 | 75.58× | 0.02× | ||
| Q1 25 | 11.02× | 1.40× | ||
| Q4 24 | 5.82× | 0.71× | ||
| Q3 24 | 4.42× | 0.41× | ||
| Q2 24 | 3.75× | 0.15× | ||
| Q1 24 | 4.98× | — |
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% |
ENS
| Energy Systems | $399.5M | 43% |
| Motive Power | $352.0M | 38% |
| Services | $92.6M | 10% |
| Transferred Over Time | $38.2M | 4% |
| Other | $36.8M | 4% |
