vs
Side-by-side financial comparison of Datadog (DDOG) and Floor & Decor Holdings, Inc. (FND). Click either name above to swap in a different company.
Floor & Decor Holdings, Inc. is the larger business by last-quarter revenue ($1.2B vs $953.2M, roughly 1.2× Datadog). Datadog runs the higher net margin — 4.9% vs 3.4%, a 1.4% gap on every dollar of revenue. On growth, Datadog posted the faster year-over-year revenue change (29.2% vs -0.7%). Over the past eight quarters, Datadog's revenue compounded faster (24.9% CAGR vs 0.8%).
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.
Floor & Decor Holdings, Inc., branded as Floor & Decor, is a multi-channel American specialty retailer of hard surface flooring and related accessories that was founded in 2000 and headquartered in Smyrna, Georgia, United States.
DDOG vs FND — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $953.2M | $1.2B |
| Net Profit | $46.6M | $39.7M |
| Gross Margin | 80.4% | 44.0% |
| Operating Margin | 1.0% | 4.5% |
| Net Margin | 4.9% | 3.4% |
| Revenue YoY | 29.2% | -0.7% |
| Net Profit YoY | 2.1% | -18.8% |
| EPS (diluted) | $0.13 | $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 | — | $1.2B | ||
| Q4 25 | $953.2M | $1.1B | ||
| Q3 25 | $885.7M | $1.2B | ||
| Q2 25 | $826.8M | $1.2B | ||
| Q1 25 | $761.6M | $1.2B | ||
| Q4 24 | $737.7M | $1.1B | ||
| Q3 24 | $690.0M | $1.1B | ||
| Q2 24 | $645.3M | $1.1B |
| Q1 26 | — | $39.7M | ||
| Q4 25 | $46.6M | $39.3M | ||
| Q3 25 | $33.9M | $57.3M | ||
| Q2 25 | $2.6M | $63.2M | ||
| Q1 25 | $24.6M | $48.9M | ||
| Q4 24 | $45.6M | $47.5M | ||
| Q3 24 | $51.7M | $51.7M | ||
| Q2 24 | $43.8M | $56.7M |
| Q1 26 | — | 44.0% | ||
| Q4 25 | 80.4% | 43.5% | ||
| Q3 25 | 80.1% | 43.4% | ||
| Q2 25 | 79.9% | 43.9% | ||
| Q1 25 | 79.3% | 43.8% | ||
| Q4 24 | 80.5% | 43.5% | ||
| Q3 24 | 80.0% | 43.5% | ||
| Q2 24 | 80.9% | 43.3% |
| Q1 26 | — | 4.5% | ||
| Q4 25 | 1.0% | 4.6% | ||
| Q3 25 | -0.7% | 6.1% | ||
| Q2 25 | -4.3% | 6.7% | ||
| Q1 25 | -1.6% | 5.5% | ||
| Q4 24 | 1.3% | 5.3% | ||
| Q3 24 | 2.9% | 5.9% | ||
| Q2 24 | 2.0% | 6.3% |
| Q1 26 | — | 3.4% | ||
| Q4 25 | 4.9% | 3.5% | ||
| Q3 25 | 3.8% | 4.9% | ||
| Q2 25 | 0.3% | 5.2% | ||
| Q1 25 | 3.2% | 4.2% | ||
| Q4 24 | 6.2% | 4.3% | ||
| Q3 24 | 7.5% | 4.6% | ||
| Q2 24 | 6.8% | 5.0% |
| Q1 26 | — | $0.37 | ||
| Q4 25 | $0.13 | $0.36 | ||
| Q3 25 | $0.10 | $0.53 | ||
| Q2 25 | $0.01 | $0.58 | ||
| Q1 25 | $0.07 | $0.45 | ||
| Q4 24 | $0.14 | $0.44 | ||
| Q3 24 | $0.14 | $0.48 | ||
| Q2 24 | $0.12 | $0.52 |
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 | $293.6M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $3.7B | $2.5B |
| Total Assets | $6.6B | $5.6B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $293.6M | ||
| Q4 25 | $401.3M | — | ||
| Q3 25 | $540.6M | — | ||
| Q2 25 | $489.0M | — | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $337.4M | — | ||
| Q2 24 | $411.0M | — |
| Q1 26 | — | $2.5B | ||
| Q4 25 | $3.7B | $2.4B | ||
| Q3 25 | $3.4B | $2.4B | ||
| Q2 25 | $3.2B | $2.3B | ||
| Q1 25 | $2.9B | $2.2B | ||
| Q4 24 | $2.7B | $2.2B | ||
| Q3 24 | $2.6B | $2.1B | ||
| Q2 24 | $2.4B | $2.0B |
| Q1 26 | — | $5.6B | ||
| Q4 25 | $6.6B | $5.5B | ||
| Q3 25 | $6.1B | $5.5B | ||
| Q2 25 | $5.8B | $5.4B | ||
| Q1 25 | $6.0B | $5.4B | ||
| Q4 24 | $5.8B | $5.1B | ||
| Q3 24 | $4.6B | $4.9B | ||
| Q2 24 | $4.4B | $4.8B |
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 | $109.2M |
| Free Cash FlowOCF − Capex | $318.2M | — |
| FCF MarginFCF / Revenue | 33.4% | — |
| Capex IntensityCapex / Revenue | 0.9% | — |
| Cash ConversionOCF / Net Profit | 7.02× | 2.75× |
| TTM Free Cash FlowTrailing 4 quarters | $1.0B | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $109.2M | ||
| Q4 25 | $327.1M | $124.1M | ||
| Q3 25 | $251.5M | $102.5M | ||
| Q2 25 | $200.1M | $84.1M | ||
| Q1 25 | $271.5M | $71.2M | ||
| Q4 24 | $265.2M | $101.4M | ||
| Q3 24 | $228.7M | $160.3M | ||
| Q2 24 | $164.4M | $194.0M |
| Q1 26 | — | — | ||
| Q4 25 | $318.2M | $45.1M | ||
| Q3 25 | $234.7M | $24.5M | ||
| Q2 25 | $184.9M | $-10.0M | ||
| Q1 25 | $262.8M | $4.4M | ||
| Q4 24 | $257.5M | $3.9M | ||
| Q3 24 | $220.3M | $36.5M | ||
| Q2 24 | $160.0M | $80.0M |
| Q1 26 | — | — | ||
| Q4 25 | 33.4% | 4.0% | ||
| Q3 25 | 26.5% | 2.1% | ||
| Q2 25 | 22.4% | -0.8% | ||
| Q1 25 | 34.5% | 0.4% | ||
| Q4 24 | 34.9% | 0.4% | ||
| Q3 24 | 31.9% | 3.3% | ||
| Q2 24 | 24.8% | 7.1% |
| Q1 26 | — | — | ||
| Q4 25 | 0.9% | 7.0% | ||
| Q3 25 | 1.9% | 6.6% | ||
| Q2 25 | 1.8% | 7.8% | ||
| Q1 25 | 1.1% | 5.7% | ||
| Q4 24 | 1.1% | 8.8% | ||
| Q3 24 | 1.2% | 11.1% | ||
| Q2 24 | 0.7% | 10.1% |
| Q1 26 | — | 2.75× | ||
| Q4 25 | 7.02× | 3.15× | ||
| Q3 25 | 7.42× | 1.79× | ||
| Q2 25 | 75.58× | 1.33× | ||
| Q1 25 | 11.02× | 1.46× | ||
| Q4 24 | 5.82× | 2.14× | ||
| Q3 24 | 4.42× | 3.10× | ||
| Q2 24 | 3.75× | 3.42× |
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% |
FND
Segment breakdown not available.
