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Side-by-side financial comparison of Datadog (DDOG) and Element Solutions Inc (ESI). Click either name above to swap in a different company.
Datadog is the larger business by last-quarter revenue ($953.2M vs $840.0M, roughly 1.1× Element Solutions Inc). Element Solutions Inc runs the higher net margin — 6.7% vs 4.9%, a 1.8% gap on every dollar of revenue. On growth, Element Solutions Inc posted the faster year-over-year revenue change (41.0% vs 29.2%). Datadog produced more free cash flow last quarter ($318.2M vs $-74.2M). Over the past eight quarters, Datadog's revenue compounded faster (24.9% CAGR vs 17.1%).
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.
Element Solutions Inc is an American specialty chemicals production corporation listed on the New York Stock Exchange.
DDOG vs ESI — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $953.2M | $840.0M |
| Net Profit | $46.6M | $56.0M |
| Gross Margin | 80.4% | 38.4% |
| Operating Margin | 1.0% | 13.3% |
| Net Margin | 4.9% | 6.7% |
| Revenue YoY | 29.2% | 41.0% |
| Net Profit YoY | 2.1% | -42.9% |
| EPS (diluted) | $0.13 | $0.23 |
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 | — | $840.0M | ||
| Q4 25 | $953.2M | $676.2M | ||
| Q3 25 | $885.7M | $656.1M | ||
| Q2 25 | $826.8M | $625.2M | ||
| Q1 25 | $761.6M | $593.7M | ||
| Q4 24 | $737.7M | $624.2M | ||
| Q3 24 | $690.0M | $645.0M | ||
| Q2 24 | $645.3M | $612.7M |
| Q1 26 | — | $56.0M | ||
| Q4 25 | $46.6M | $6.2M | ||
| Q3 25 | $33.9M | $39.3M | ||
| Q2 25 | $2.6M | $47.4M | ||
| Q1 25 | $24.6M | $98.0M | ||
| Q4 24 | $45.6M | $54.7M | ||
| Q3 24 | $51.7M | $40.3M | ||
| Q2 24 | $43.8M | $93.2M |
| Q1 26 | — | 38.4% | ||
| Q4 25 | 80.4% | 40.9% | ||
| Q3 25 | 80.1% | 42.2% | ||
| Q2 25 | 79.9% | 42.6% | ||
| Q1 25 | 79.3% | 42.2% | ||
| Q4 24 | 80.5% | 41.0% | ||
| Q3 24 | 80.0% | 41.5% | ||
| Q2 24 | 80.9% | 43.6% |
| Q1 26 | — | 13.3% | ||
| Q4 25 | 1.0% | 10.3% | ||
| Q3 25 | -0.7% | 15.4% | ||
| Q2 25 | -4.3% | 15.1% | ||
| Q1 25 | -1.6% | 13.0% | ||
| Q4 24 | 1.3% | 12.0% | ||
| Q3 24 | 2.9% | 14.7% | ||
| Q2 24 | 2.0% | 15.7% |
| Q1 26 | — | 6.7% | ||
| Q4 25 | 4.9% | 0.9% | ||
| Q3 25 | 3.8% | 6.0% | ||
| Q2 25 | 0.3% | 7.6% | ||
| Q1 25 | 3.2% | 16.5% | ||
| Q4 24 | 6.2% | 8.8% | ||
| Q3 24 | 7.5% | 6.2% | ||
| Q2 24 | 6.8% | 15.2% |
| Q1 26 | — | $0.23 | ||
| Q4 25 | $0.13 | $0.03 | ||
| Q3 25 | $0.10 | $0.16 | ||
| Q2 25 | $0.01 | $0.20 | ||
| Q1 25 | $0.07 | $0.40 | ||
| Q4 24 | $0.14 | $0.22 | ||
| Q3 24 | $0.14 | $0.17 | ||
| Q2 24 | $0.12 | $0.39 |
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 | $177.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $3.7B | $2.7B |
| Total Assets | $6.6B | $5.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $177.3M | ||
| Q4 25 | $401.3M | $626.5M | ||
| Q3 25 | $540.6M | $594.3M | ||
| Q2 25 | $489.0M | $529.9M | ||
| Q1 25 | $1.1B | $499.2M | ||
| Q4 24 | $1.2B | $359.4M | ||
| Q3 24 | $337.4M | $376.0M | ||
| Q2 24 | $411.0M | $309.3M |
| Q1 26 | — | — | ||
| Q4 25 | — | $1.6B | ||
| Q3 25 | — | $1.6B | ||
| Q2 25 | — | $1.6B | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | — | $1.8B | ||
| Q3 24 | — | $1.9B | ||
| Q2 24 | — | $1.9B |
| Q1 26 | — | $2.7B | ||
| Q4 25 | $3.7B | $2.7B | ||
| Q3 25 | $3.4B | $2.7B | ||
| Q2 25 | $3.2B | $2.6B | ||
| Q1 25 | $2.9B | $2.5B | ||
| Q4 24 | $2.7B | $2.4B | ||
| Q3 24 | $2.6B | $2.4B | ||
| Q2 24 | $2.4B | $2.4B |
| Q1 26 | — | $5.7B | ||
| Q4 25 | $6.6B | $5.1B | ||
| Q3 25 | $6.1B | $5.0B | ||
| Q2 25 | $5.8B | $5.0B | ||
| Q1 25 | $6.0B | $4.8B | ||
| Q4 24 | $5.8B | $4.9B | ||
| Q3 24 | $4.6B | $5.1B | ||
| Q2 24 | $4.4B | $5.0B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.61× | ||
| Q3 25 | — | 0.61× | ||
| Q2 25 | — | 0.62× | ||
| Q1 25 | — | 0.64× | ||
| Q4 24 | — | 0.76× | ||
| Q3 24 | — | 0.78× | ||
| Q2 24 | — | 0.81× |
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 | — |
| Free Cash FlowOCF − Capex | $318.2M | $-74.2M |
| FCF MarginFCF / Revenue | 33.4% | -8.8% |
| Capex IntensityCapex / Revenue | 0.9% | 3.0% |
| Cash ConversionOCF / Net Profit | 7.02× | — |
| TTM Free Cash FlowTrailing 4 quarters | $1.0B | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $327.1M | — | ||
| Q3 25 | $251.5M | $100.1M | ||
| Q2 25 | $200.1M | — | ||
| Q1 25 | $271.5M | $26.0M | ||
| Q4 24 | $265.2M | — | ||
| Q3 24 | $228.7M | $98.5M | ||
| Q2 24 | $164.4M | — |
| Q1 26 | — | $-74.2M | ||
| Q4 25 | $318.2M | — | ||
| Q3 25 | $234.7M | $83.6M | ||
| Q2 25 | $184.9M | — | ||
| Q1 25 | $262.8M | $15.0M | ||
| Q4 24 | $257.5M | — | ||
| Q3 24 | $220.3M | $85.9M | ||
| Q2 24 | $160.0M | — |
| Q1 26 | — | -8.8% | ||
| Q4 25 | 33.4% | — | ||
| Q3 25 | 26.5% | 12.7% | ||
| Q2 25 | 22.4% | — | ||
| Q1 25 | 34.5% | 2.5% | ||
| Q4 24 | 34.9% | — | ||
| Q3 24 | 31.9% | 13.3% | ||
| Q2 24 | 24.8% | — |
| Q1 26 | — | 3.0% | ||
| Q4 25 | 0.9% | 2.5% | ||
| Q3 25 | 1.9% | 2.5% | ||
| Q2 25 | 1.8% | 2.8% | ||
| Q1 25 | 1.1% | 1.9% | ||
| Q4 24 | 1.1% | 3.6% | ||
| Q3 24 | 1.2% | 2.0% | ||
| Q2 24 | 0.7% | 2.4% |
| Q1 26 | — | — | ||
| Q4 25 | 7.02× | — | ||
| Q3 25 | 7.42× | 2.55× | ||
| Q2 25 | 75.58× | — | ||
| Q1 25 | 11.02× | 0.27× | ||
| Q4 24 | 5.82× | — | ||
| Q3 24 | 4.42× | 2.44× | ||
| Q2 24 | 3.75× | — |
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% |
ESI
| Electronics ex-Metals | $377.8M | 45% |
| Pass-through Metals | $255.7M | 30% |
| Other | $206.5M | 25% |
