vs
Side-by-side financial comparison of Datadog (DDOG) and Essex Property Trust (ESS). Click either name above to swap in a different company.
Datadog is the larger business by last-quarter revenue ($953.2M vs $479.6M, roughly 2.0× Essex Property Trust). Essex Property Trust runs the higher net margin — 17.9% vs 4.9%, a 13.0% gap on every dollar of revenue. On growth, Datadog posted the faster year-over-year revenue change (29.2% vs 5.5%). Over the past eight quarters, Datadog's revenue compounded faster (24.9% CAGR vs 6.0%).
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.
Essex Property Trust is a publicly traded real estate investment trust that invests in apartments in California and in the Seattle metropolitan area.
DDOG vs ESS — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $953.2M | $479.6M |
| Net Profit | $46.6M | $85.7M |
| Gross Margin | 80.4% | 70.0% |
| Operating Margin | 1.0% | 31.7% |
| Net Margin | 4.9% | 17.9% |
| Revenue YoY | 29.2% | 5.5% |
| Net Profit YoY | 2.1% | -71.6% |
| EPS (diluted) | $0.13 | $1.24 |
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 | $479.6M | ||
| Q3 25 | $885.7M | $473.3M | ||
| Q2 25 | $826.8M | $469.8M | ||
| Q1 25 | $761.6M | $464.6M | ||
| Q4 24 | $737.7M | $454.5M | ||
| Q3 24 | $690.0M | $450.7M | ||
| Q2 24 | $645.3M | $442.4M | ||
| Q1 24 | $611.3M | $426.9M |
| Q4 25 | $46.6M | $85.7M | ||
| Q3 25 | $33.9M | $172.7M | ||
| Q2 25 | $2.6M | $231.5M | ||
| Q1 25 | $24.6M | $212.8M | ||
| Q4 24 | $45.6M | $301.7M | ||
| Q3 24 | $51.7M | $125.5M | ||
| Q2 24 | $43.8M | $99.0M | ||
| Q1 24 | $42.6M | $285.1M |
| Q4 25 | 80.4% | 70.0% | ||
| Q3 25 | 80.1% | 69.2% | ||
| Q2 25 | 79.9% | 70.7% | ||
| Q1 25 | 79.3% | 69.6% | ||
| Q4 24 | 80.5% | 70.0% | ||
| Q3 24 | 80.0% | 69.5% | ||
| Q2 24 | 80.9% | 70.8% | ||
| Q1 24 | 82.0% | 69.7% |
| Q4 25 | 1.0% | 31.7% | ||
| Q3 25 | -0.7% | 44.5% | ||
| Q2 25 | -4.3% | 59.5% | ||
| Q1 25 | -1.6% | 55.3% | ||
| Q4 24 | 1.3% | 67.0% | ||
| Q3 24 | 2.9% | 28.6% | ||
| Q2 24 | 2.0% | 31.1% | ||
| Q1 24 | 2.0% | 31.0% |
| Q4 25 | 4.9% | 17.9% | ||
| Q3 25 | 3.8% | 36.5% | ||
| Q2 25 | 0.3% | 49.3% | ||
| Q1 25 | 3.2% | 45.8% | ||
| Q4 24 | 6.2% | 66.4% | ||
| Q3 24 | 7.5% | 27.8% | ||
| Q2 24 | 6.8% | 22.4% | ||
| Q1 24 | 7.0% | 66.8% |
| Q4 25 | $0.13 | $1.24 | ||
| Q3 25 | $0.10 | $2.56 | ||
| Q2 25 | $0.01 | $3.44 | ||
| Q1 25 | $0.07 | $3.16 | ||
| Q4 24 | $0.14 | $4.00 | ||
| Q3 24 | $0.14 | $1.84 | ||
| Q2 24 | $0.12 | $1.45 | ||
| Q1 24 | $0.12 | $4.25 |
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 | $76.2M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $3.7B | $5.5B |
| Total Assets | $6.6B | $13.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $401.3M | $76.2M | ||
| Q3 25 | $540.6M | $66.0M | ||
| Q2 25 | $489.0M | $58.7M | ||
| Q1 25 | $1.1B | $98.7M | ||
| Q4 24 | $1.2B | $66.8M | ||
| Q3 24 | $337.4M | $71.3M | ||
| Q2 24 | $411.0M | $55.2M | ||
| Q1 24 | $282.2M | $499.0M |
| Q4 25 | — | — | ||
| Q3 25 | — | $6.4B | ||
| Q2 25 | — | $6.4B | ||
| Q1 25 | — | $6.8B | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $6.4B | ||
| Q2 24 | — | $6.2B | ||
| Q1 24 | — | $6.6B |
| Q4 25 | $3.7B | $5.5B | ||
| Q3 25 | $3.4B | $5.6B | ||
| Q2 25 | $3.2B | $5.6B | ||
| Q1 25 | $2.9B | $5.6B | ||
| Q4 24 | $2.7B | $5.5B | ||
| Q3 24 | $2.6B | $5.4B | ||
| Q2 24 | $2.4B | $5.5B | ||
| Q1 24 | $2.2B | $5.5B |
| Q4 25 | $6.6B | $13.2B | ||
| Q3 25 | $6.1B | $13.2B | ||
| Q2 25 | $5.8B | $13.2B | ||
| Q1 25 | $6.0B | $13.2B | ||
| Q4 24 | $5.8B | $12.9B | ||
| Q3 24 | $4.6B | $12.6B | ||
| Q2 24 | $4.4B | $12.5B | ||
| Q1 24 | $4.1B | $12.9B |
| Q4 25 | — | — | ||
| Q3 25 | — | 1.15× | ||
| Q2 25 | — | 1.14× | ||
| Q1 25 | — | 1.22× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.18× | ||
| Q2 24 | — | 1.13× | ||
| Q1 24 | — | 1.19× |
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 | $1.1B |
| Free Cash FlowOCF − Capex | $318.2M | — |
| FCF MarginFCF / Revenue | 33.4% | — |
| Capex IntensityCapex / Revenue | 0.9% | — |
| Cash ConversionOCF / Net Profit | 7.02× | 12.53× |
| TTM Free Cash FlowTrailing 4 quarters | $1.0B | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $327.1M | $1.1B | ||
| Q3 25 | $251.5M | $342.6M | ||
| Q2 25 | $200.1M | $216.1M | ||
| Q1 25 | $271.5M | $281.5M | ||
| Q4 24 | $265.2M | $1.1B | ||
| Q3 24 | $228.7M | $316.2M | ||
| Q2 24 | $164.4M | $218.9M | ||
| Q1 24 | $212.3M | $314.9M |
| Q4 25 | $318.2M | — | ||
| Q3 25 | $234.7M | — | ||
| Q2 25 | $184.9M | — | ||
| Q1 25 | $262.8M | — | ||
| Q4 24 | $257.5M | — | ||
| Q3 24 | $220.3M | — | ||
| Q2 24 | $160.0M | — | ||
| Q1 24 | $198.1M | — |
| Q4 25 | 33.4% | — | ||
| Q3 25 | 26.5% | — | ||
| Q2 25 | 22.4% | — | ||
| Q1 25 | 34.5% | — | ||
| Q4 24 | 34.9% | — | ||
| Q3 24 | 31.9% | — | ||
| Q2 24 | 24.8% | — | ||
| Q1 24 | 32.4% | — |
| Q4 25 | 0.9% | — | ||
| Q3 25 | 1.9% | — | ||
| Q2 25 | 1.8% | — | ||
| Q1 25 | 1.1% | — | ||
| Q4 24 | 1.1% | — | ||
| Q3 24 | 1.2% | — | ||
| Q2 24 | 0.7% | — | ||
| Q1 24 | 2.3% | — |
| Q4 25 | 7.02× | 12.53× | ||
| Q3 25 | 7.42× | 1.98× | ||
| Q2 25 | 75.58× | 0.93× | ||
| Q1 25 | 11.02× | 1.32× | ||
| Q4 24 | 5.82× | 3.54× | ||
| Q3 24 | 4.42× | 2.52× | ||
| Q2 24 | 3.75× | 2.21× | ||
| Q1 24 | 4.98× | 1.10× |
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% |
ESS
Segment breakdown not available.
