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Side-by-side financial comparison of Datadog (DDOG) and ESAB Corp (ESAB). Click either name above to swap in a different company.
Datadog is the larger business by last-quarter revenue ($1.0B vs $745.6M, roughly 1.3× ESAB Corp). ESAB Corp runs the higher net margin — 6.6% vs 5.2%, a 1.4% gap on every dollar of revenue. On growth, Datadog posted the faster year-over-year revenue change (32.2% vs 9.9%). 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.
ESAB, Elektriska Svetsnings-Aktiebolaget, is an American-Swedish industrial company.
DDOG vs ESAB — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.0B | $745.6M |
| Net Profit | $52.6M | $49.2M |
| Gross Margin | 79.2% | 36.9% |
| Operating Margin | 21.5% | 12.1% |
| Net Margin | 5.2% | 6.6% |
| Revenue YoY | 32.2% | 9.9% |
| Net Profit YoY | 113.4% | -29.3% |
| EPS (diluted) | $0.15 | $0.78 |
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 | $745.6M | ||
| Q4 25 | $953.2M | $727.8M | ||
| Q3 25 | $885.7M | $715.6M | ||
| Q2 25 | $826.8M | $678.1M | ||
| Q1 25 | $761.6M | — | ||
| Q4 24 | $737.7M | $670.8M | ||
| Q3 24 | $690.0M | $673.3M | ||
| Q2 24 | $645.3M | $707.1M |
| Q1 26 | $52.6M | $49.2M | ||
| Q4 25 | $46.6M | $54.8M | ||
| Q3 25 | $33.9M | $66.9M | ||
| Q2 25 | $2.6M | $67.4M | ||
| Q1 25 | $24.6M | — | ||
| Q4 24 | $45.6M | $53.7M | ||
| Q3 24 | $51.7M | $68.2M | ||
| Q2 24 | $43.8M | $82.9M |
| Q1 26 | 79.2% | 36.9% | ||
| Q4 25 | 80.4% | 37.0% | ||
| Q3 25 | 80.1% | 37.2% | ||
| Q2 25 | 79.9% | 37.6% | ||
| Q1 25 | 79.3% | — | ||
| Q4 24 | 80.5% | 38.5% | ||
| Q3 24 | 80.0% | 37.7% | ||
| Q2 24 | 80.9% | 38.2% |
| Q1 26 | 21.5% | 12.1% | ||
| Q4 25 | 1.0% | 14.6% | ||
| Q3 25 | -0.7% | 15.2% | ||
| Q2 25 | -4.3% | 16.2% | ||
| Q1 25 | -1.6% | — | ||
| Q4 24 | 1.3% | 16.6% | ||
| Q3 24 | 2.9% | 15.7% | ||
| Q2 24 | 2.0% | 16.9% |
| Q1 26 | 5.2% | 6.6% | ||
| Q4 25 | 4.9% | 7.5% | ||
| Q3 25 | 3.8% | 9.3% | ||
| Q2 25 | 0.3% | 9.9% | ||
| Q1 25 | 3.2% | — | ||
| Q4 24 | 6.2% | 8.0% | ||
| Q3 24 | 7.5% | 10.1% | ||
| Q2 24 | 6.8% | 11.7% |
| Q1 26 | $0.15 | $0.78 | ||
| Q4 25 | $0.13 | $0.90 | ||
| Q3 25 | $0.10 | $1.09 | ||
| Q2 25 | $0.01 | $1.10 | ||
| Q1 25 | $0.07 | — | ||
| Q4 24 | $0.14 | $0.87 | ||
| Q3 24 | $0.14 | $1.11 | ||
| Q2 24 | $0.12 | $1.35 |
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 | $1.0B |
| Total DebtLower is stronger | — | $2.0B |
| Stockholders' EquityBook value | $4.0B | $2.2B |
| Total Assets | $7.0B | $5.6B |
| Debt / EquityLower = less leverage | — | 0.91× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $426.4M | $1.0B | ||
| Q4 25 | $401.3M | $218.2M | ||
| Q3 25 | $540.6M | $258.2M | ||
| Q2 25 | $489.0M | $291.3M | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | $1.2B | $249.4M | ||
| Q3 24 | $337.4M | $253.7M | ||
| Q2 24 | $411.0M | $228.5M |
| Q1 26 | — | $2.0B | ||
| Q4 25 | — | $1.3B | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $1.1B | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $1.1B | ||
| Q2 24 | — | $1.1B |
| Q1 26 | $4.0B | $2.2B | ||
| Q4 25 | $3.7B | $2.1B | ||
| Q3 25 | $3.4B | $2.1B | ||
| Q2 25 | $3.2B | $1.9B | ||
| Q1 25 | $2.9B | — | ||
| Q4 24 | $2.7B | $1.8B | ||
| Q3 24 | $2.6B | $1.8B | ||
| Q2 24 | $2.4B | $1.7B |
| Q1 26 | $7.0B | $5.6B | ||
| Q4 25 | $6.6B | $4.9B | ||
| Q3 25 | $6.1B | $4.4B | ||
| Q2 25 | $5.8B | $4.2B | ||
| Q1 25 | $6.0B | — | ||
| Q4 24 | $5.8B | $4.0B | ||
| Q3 24 | $4.6B | $4.1B | ||
| Q2 24 | $4.4B | $4.0B |
| Q1 26 | — | 0.91× | ||
| Q4 25 | — | 0.63× | ||
| Q3 25 | — | 0.51× | ||
| Q2 25 | — | 0.55× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.60× | ||
| Q3 24 | — | 0.59× | ||
| Q2 24 | — | 0.63× |
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 | $46.9M |
| Free Cash FlowOCF − Capex | $289.1M | — |
| FCF MarginFCF / Revenue | 28.7% | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | 6.36× | 0.95× |
| TTM Free Cash FlowTrailing 4 quarters | $1.0B | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $334.6M | $46.9M | ||
| Q4 25 | $327.1M | $81.5M | ||
| Q3 25 | $251.5M | $46.6M | ||
| Q2 25 | $200.1M | $35.4M | ||
| Q1 25 | $271.5M | — | ||
| Q4 24 | $265.2M | $126.9M | ||
| Q3 24 | $228.7M | $101.0M | ||
| Q2 24 | $164.4M | $83.0M |
| Q1 26 | $289.1M | — | ||
| Q4 25 | $318.2M | $70.3M | ||
| Q3 25 | $234.7M | $37.4M | ||
| Q2 25 | $184.9M | $28.1M | ||
| Q1 25 | $262.8M | — | ||
| Q4 24 | $257.5M | $102.2M | ||
| Q3 24 | $220.3M | $90.4M | ||
| Q2 24 | $160.0M | $74.0M |
| Q1 26 | 28.7% | — | ||
| Q4 25 | 33.4% | 9.7% | ||
| Q3 25 | 26.5% | 5.2% | ||
| Q2 25 | 22.4% | 4.1% | ||
| Q1 25 | 34.5% | — | ||
| Q4 24 | 34.9% | 15.2% | ||
| Q3 24 | 31.9% | 13.4% | ||
| Q2 24 | 24.8% | 10.5% |
| Q1 26 | — | — | ||
| Q4 25 | 0.9% | 1.5% | ||
| Q3 25 | 1.9% | 1.3% | ||
| Q2 25 | 1.8% | 1.1% | ||
| Q1 25 | 1.1% | — | ||
| Q4 24 | 1.1% | 3.7% | ||
| Q3 24 | 1.2% | 1.6% | ||
| Q2 24 | 0.7% | 1.3% |
| Q1 26 | 6.36× | 0.95× | ||
| Q4 25 | 7.02× | 1.49× | ||
| Q3 25 | 7.42× | 0.70× | ||
| Q2 25 | 75.58× | 0.53× | ||
| Q1 25 | 11.02× | — | ||
| Q4 24 | 5.82× | 2.36× | ||
| Q3 24 | 4.42× | 1.48× | ||
| Q2 24 | 3.75× | 1.00× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
