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Side-by-side financial comparison of Datadog (DDOG) and Global Business Travel Group, Inc. (GBTG). Click either name above to swap in a different company.
Datadog is the larger business by last-quarter revenue ($953.2M vs $792.0M, roughly 1.2× Global Business Travel Group, Inc.). Global Business Travel Group, Inc. runs the higher net margin — 10.5% vs 4.9%, a 5.6% gap on every dollar of revenue. On growth, Global Business Travel Group, Inc. posted the faster year-over-year revenue change (34.0% vs 29.2%). Datadog produced more free cash flow last quarter ($318.2M vs $13.0M). Over the past eight quarters, Datadog's revenue compounded faster (24.9% CAGR vs 13.9%).
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.
A travel management company (TMC) is a travel agency which manages organizations' corporate or business travel programs. Such companies will often provide an end-user online booking tool, mobile application, program management, and consulting teams, executive travel services, meetings and events support, reporting functionality, duty of care, and more. Non-Profit travel management companies also provide services to manage complex visa requirements, pre-trip medical needs, remote area travel, ...
DDOG vs GBTG — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $953.2M | $792.0M |
| Net Profit | $46.6M | $83.0M |
| Gross Margin | 80.4% | — |
| Operating Margin | 1.0% | 3.7% |
| Net Margin | 4.9% | 10.5% |
| Revenue YoY | 29.2% | 34.0% |
| Net Profit YoY | 2.1% | 692.9% |
| EPS (diluted) | $0.13 | $0.16 |
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 | $792.0M | ||
| Q3 25 | $885.7M | $674.0M | ||
| Q2 25 | $826.8M | $631.0M | ||
| Q1 25 | $761.6M | $621.0M | ||
| Q4 24 | $737.7M | $591.0M | ||
| Q3 24 | $690.0M | $597.0M | ||
| Q2 24 | $645.3M | $625.0M | ||
| Q1 24 | $611.3M | $610.0M |
| Q4 25 | $46.6M | $83.0M | ||
| Q3 25 | $33.9M | $-62.0M | ||
| Q2 25 | $2.6M | $15.0M | ||
| Q1 25 | $24.6M | $75.0M | ||
| Q4 24 | $45.6M | $-14.0M | ||
| Q3 24 | $51.7M | $-128.0M | ||
| Q2 24 | $43.8M | $27.0M | ||
| Q1 24 | $42.6M | $-19.0M |
| 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% | 3.7% | ||
| Q3 25 | -0.7% | 1.8% | ||
| Q2 25 | -4.3% | 5.4% | ||
| Q1 25 | -1.6% | 8.9% | ||
| Q4 24 | 1.3% | 5.1% | ||
| Q3 24 | 2.9% | 4.5% | ||
| Q2 24 | 2.0% | 6.7% | ||
| Q1 24 | 2.0% | 2.6% |
| Q4 25 | 4.9% | 10.5% | ||
| Q3 25 | 3.8% | -9.2% | ||
| Q2 25 | 0.3% | 2.4% | ||
| Q1 25 | 3.2% | 12.1% | ||
| Q4 24 | 6.2% | -2.4% | ||
| Q3 24 | 7.5% | -21.4% | ||
| Q2 24 | 6.8% | 4.3% | ||
| Q1 24 | 7.0% | -3.1% |
| Q4 25 | $0.13 | $0.16 | ||
| Q3 25 | $0.10 | $-0.13 | ||
| Q2 25 | $0.01 | $0.03 | ||
| Q1 25 | $0.07 | $0.16 | ||
| Q4 24 | $0.14 | $-0.04 | ||
| Q3 24 | $0.14 | $-0.28 | ||
| Q2 24 | $0.12 | $0.06 | ||
| Q1 24 | $0.12 | $-0.04 |
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 | $434.0M |
| Total DebtLower is stronger | — | $1.4B |
| Stockholders' EquityBook value | $3.7B | $1.6B |
| Total Assets | $6.6B | $4.9B |
| Debt / EquityLower = less leverage | — | 0.88× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $401.3M | $434.0M | ||
| Q3 25 | $540.6M | $427.0M | ||
| Q2 25 | $489.0M | $601.0M | ||
| Q1 25 | $1.1B | $552.0M | ||
| Q4 24 | $1.2B | $536.0M | ||
| Q3 24 | $337.4M | $524.0M | ||
| Q2 24 | $411.0M | $515.0M | ||
| Q1 24 | $282.2M | $475.0M |
| Q4 25 | — | $1.4B | ||
| Q3 25 | — | $1.4B | ||
| Q2 25 | — | $1.4B | ||
| Q1 25 | — | $1.4B | ||
| Q4 24 | — | $1.4B | ||
| Q3 24 | — | $1.4B | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $3.7B | $1.6B | ||
| Q3 25 | $3.4B | $1.5B | ||
| Q2 25 | $3.2B | $1.2B | ||
| Q1 25 | $2.9B | $1.1B | ||
| Q4 24 | $2.7B | $1.1B | ||
| Q3 24 | $2.6B | $1.1B | ||
| Q2 24 | $2.4B | $1.2B | ||
| Q1 24 | $2.2B | $1.2B |
| Q4 25 | $6.6B | $4.9B | ||
| Q3 25 | $6.1B | $4.8B | ||
| Q2 25 | $5.8B | $3.9B | ||
| Q1 25 | $6.0B | $3.8B | ||
| Q4 24 | $5.8B | $3.6B | ||
| Q3 24 | $4.6B | $3.8B | ||
| Q2 24 | $4.4B | $3.8B | ||
| Q1 24 | $4.1B | $3.8B |
| Q4 25 | — | 0.88× | ||
| Q3 25 | — | 0.91× | ||
| Q2 25 | — | 1.15× | ||
| Q1 25 | — | 1.23× | ||
| Q4 24 | — | 1.32× | ||
| Q3 24 | — | 1.26× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $52.0M |
| Free Cash FlowOCF − Capex | $318.2M | $13.0M |
| FCF MarginFCF / Revenue | 33.4% | 1.6% |
| Capex IntensityCapex / Revenue | 0.9% | 4.9% |
| Cash ConversionOCF / Net Profit | 7.02× | 0.63× |
| TTM Free Cash FlowTrailing 4 quarters | $1.0B | $104.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $327.1M | $52.0M | ||
| Q3 25 | $251.5M | $71.0M | ||
| Q2 25 | $200.1M | $57.0M | ||
| Q1 25 | $271.5M | $53.0M | ||
| Q4 24 | $265.2M | $65.0M | ||
| Q3 24 | $228.7M | $85.0M | ||
| Q2 24 | $164.4M | $73.0M | ||
| Q1 24 | $212.3M | $49.0M |
| Q4 25 | $318.2M | $13.0M | ||
| Q3 25 | $234.7M | $38.0M | ||
| Q2 25 | $184.9M | $27.0M | ||
| Q1 25 | $262.8M | $26.0M | ||
| Q4 24 | $257.5M | $33.0M | ||
| Q3 24 | $220.3M | $59.0M | ||
| Q2 24 | $160.0M | $49.0M | ||
| Q1 24 | $198.1M | $24.0M |
| Q4 25 | 33.4% | 1.6% | ||
| Q3 25 | 26.5% | 5.6% | ||
| Q2 25 | 22.4% | 4.3% | ||
| Q1 25 | 34.5% | 4.2% | ||
| Q4 24 | 34.9% | 5.6% | ||
| Q3 24 | 31.9% | 9.9% | ||
| Q2 24 | 24.8% | 7.8% | ||
| Q1 24 | 32.4% | 3.9% |
| Q4 25 | 0.9% | 4.9% | ||
| Q3 25 | 1.9% | 4.9% | ||
| Q2 25 | 1.8% | 4.8% | ||
| Q1 25 | 1.1% | 4.3% | ||
| Q4 24 | 1.1% | 5.4% | ||
| Q3 24 | 1.2% | 4.4% | ||
| Q2 24 | 0.7% | 3.8% | ||
| Q1 24 | 2.3% | 4.1% |
| Q4 25 | 7.02× | 0.63× | ||
| Q3 25 | 7.42× | — | ||
| Q2 25 | 75.58× | 3.80× | ||
| Q1 25 | 11.02× | 0.71× | ||
| Q4 24 | 5.82× | — | ||
| Q3 24 | 4.42× | — | ||
| Q2 24 | 3.75× | 2.70× | ||
| Q1 24 | 4.98× | — |
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% |
GBTG
| Travel | $620.0M | 78% |
| Other | $172.0M | 22% |
