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Side-by-side financial comparison of Datadog (DDOG) and Fidelity National Financial, Inc. (FNF). Click either name above to swap in a different company.
Datadog is the larger business by last-quarter revenue ($953.2M vs $544.0M, roughly 1.8× Fidelity National Financial, Inc.). Datadog runs the higher net margin — 4.9% vs -21.5%, a 26.4% gap on every dollar of revenue. On growth, Datadog posted the faster year-over-year revenue change (29.2% vs 10.3%). Over the past eight quarters, Datadog's revenue compounded faster (24.9% CAGR vs 13.7%).
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.
Fidelity National Financial, Inc., is an American provider of title insurance and settlement services to the real estate and mortgage industries. A Fortune 500 company, Fidelity National Financial generated approximately $8.469 billion in annual revenue in 2019 from its title and real estate-related operations. The company was the first instance of an attorney licensed by a Native American Tribe being certified as "authorized house counsel" in the state of Florida.
DDOG vs FNF — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $953.2M | $544.0M |
| Net Profit | $46.6M | $-117.0M |
| Gross Margin | 80.4% | — |
| Operating Margin | 1.0% | 82.9% |
| Net Margin | 4.9% | -21.5% |
| Revenue YoY | 29.2% | 10.3% |
| Net Profit YoY | 2.1% | -126.0% |
| EPS (diluted) | $0.13 | $-0.44 |
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 | $544.0M | ||
| Q3 25 | $885.7M | $553.0M | ||
| Q2 25 | $826.8M | $547.0M | ||
| Q1 25 | $761.6M | $455.0M | ||
| Q4 24 | $737.7M | $493.0M | ||
| Q3 24 | $690.0M | $506.0M | ||
| Q2 24 | $645.3M | $504.0M | ||
| Q1 24 | $611.3M | $421.0M |
| Q4 25 | $46.6M | $-117.0M | ||
| Q3 25 | $33.9M | $358.0M | ||
| Q2 25 | $2.6M | $278.0M | ||
| Q1 25 | $24.6M | $83.0M | ||
| Q4 24 | $45.6M | $450.0M | ||
| Q3 24 | $51.7M | $266.0M | ||
| Q2 24 | $43.8M | $306.0M | ||
| Q1 24 | $42.6M | $248.0M |
| Q4 25 | 80.4% | — | ||
| Q3 25 | 80.1% | — | ||
| Q2 25 | 79.9% | — | ||
| Q1 25 | 79.3% | — | ||
| Q4 24 | 80.5% | — | ||
| Q3 24 | 80.0% | — | ||
| Q2 24 | 80.9% | — | ||
| Q1 24 | 82.0% | — |
| Q4 25 | 1.0% | 82.9% | ||
| Q3 25 | -0.7% | 81.9% | ||
| Q2 25 | -4.3% | 69.8% | ||
| Q1 25 | -1.6% | 24.4% | ||
| Q4 24 | 1.3% | — | ||
| Q3 24 | 2.9% | 61.9% | ||
| Q2 24 | 2.0% | 90.9% | ||
| Q1 24 | 2.0% | 78.6% |
| Q4 25 | 4.9% | -21.5% | ||
| Q3 25 | 3.8% | 64.7% | ||
| Q2 25 | 0.3% | 50.8% | ||
| Q1 25 | 3.2% | 18.2% | ||
| Q4 24 | 6.2% | 91.3% | ||
| Q3 24 | 7.5% | 52.6% | ||
| Q2 24 | 6.8% | 60.7% | ||
| Q1 24 | 7.0% | 58.9% |
| Q4 25 | $0.13 | $-0.44 | ||
| Q3 25 | $0.10 | $1.33 | ||
| Q2 25 | $0.01 | $1.02 | ||
| Q1 25 | $0.07 | $0.30 | ||
| Q4 24 | $0.14 | $1.65 | ||
| Q3 24 | $0.14 | $0.97 | ||
| Q2 24 | $0.12 | $1.12 | ||
| Q1 24 | $0.12 | $0.91 |
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 | $2.6B |
| Total DebtLower is stronger | — | $4.4B |
| Stockholders' EquityBook value | $3.7B | $7.4B |
| Total Assets | $6.6B | $109.0B |
| Debt / EquityLower = less leverage | — | 0.59× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $401.3M | $2.6B | ||
| Q3 25 | $540.6M | $3.5B | ||
| Q2 25 | $489.0M | $3.3B | ||
| Q1 25 | $1.1B | $4.5B | ||
| Q4 24 | $1.2B | $3.5B | ||
| Q3 24 | $337.4M | $5.0B | ||
| Q2 24 | $411.0M | $4.9B | ||
| Q1 24 | $282.2M | $3.5B |
| Q4 25 | — | $4.4B | ||
| Q3 25 | — | $4.4B | ||
| Q2 25 | — | $4.4B | ||
| Q1 25 | — | $4.4B | ||
| Q4 24 | — | $4.3B | ||
| Q3 24 | — | $4.2B | ||
| Q2 24 | — | $4.2B | ||
| Q1 24 | — | $3.9B |
| Q4 25 | $3.7B | $7.4B | ||
| Q3 25 | $3.4B | $8.4B | ||
| Q2 25 | $3.2B | $7.9B | ||
| Q1 25 | $2.9B | $7.9B | ||
| Q4 24 | $2.7B | $7.8B | ||
| Q3 24 | $2.6B | $8.1B | ||
| Q2 24 | $2.4B | $7.3B | ||
| Q1 24 | $2.2B | $7.1B |
| Q4 25 | $6.6B | $109.0B | ||
| Q3 25 | $6.1B | $106.6B | ||
| Q2 25 | $5.8B | $102.3B | ||
| Q1 25 | $6.0B | $98.2B | ||
| Q4 24 | $5.8B | $95.4B | ||
| Q3 24 | $4.6B | $94.7B | ||
| Q2 24 | $4.4B | $88.8B | ||
| Q1 24 | $4.1B | $84.5B |
| Q4 25 | — | 0.59× | ||
| Q3 25 | — | 0.53× | ||
| Q2 25 | — | 0.56× | ||
| Q1 25 | — | 0.56× | ||
| Q4 24 | — | 0.56× | ||
| Q3 24 | — | 0.52× | ||
| Q2 24 | — | 0.58× | ||
| Q1 24 | — | 0.55× |
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 | $1.5B |
| Free Cash FlowOCF − Capex | $318.2M | — |
| FCF MarginFCF / Revenue | 33.4% | — |
| Capex IntensityCapex / Revenue | 0.9% | — |
| Cash ConversionOCF / Net Profit | 7.02× | — |
| TTM Free Cash FlowTrailing 4 quarters | $1.0B | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $327.1M | $1.5B | ||
| Q3 25 | $251.5M | $1.3B | ||
| Q2 25 | $200.1M | $1.9B | ||
| Q1 25 | $271.5M | $1.1B | ||
| Q4 24 | $265.2M | $1.5B | ||
| Q3 24 | $228.7M | $2.4B | ||
| Q2 24 | $164.4M | $1.4B | ||
| Q1 24 | $212.3M | $1.6B |
| 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× | — | ||
| Q3 25 | 7.42× | 3.66× | ||
| Q2 25 | 75.58× | 6.82× | ||
| Q1 25 | 11.02× | 13.43× | ||
| Q4 24 | 5.82× | 3.32× | ||
| Q3 24 | 4.42× | 8.89× | ||
| Q2 24 | 3.75× | 4.45× | ||
| Q1 24 | 4.98× | 6.42× |
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% |
FNF
| Escrow Fees | $241.0M | 44% |
| Other Title Related Fees And Income | $182.0M | 33% |
| Service Link Excluding Title Premiums Escrow Fees And Subservicing Fees | $87.0M | 16% |
| Insurance Contracts Home Warranty | $31.0M | 6% |
