vs
Side-by-side financial comparison of Datadog (DDOG) and GRACO INC (GGG). Click either name above to swap in a different company.
Datadog is the larger business by last-quarter revenue ($953.2M vs $593.2M, roughly 1.6× GRACO INC). GRACO INC runs the higher net margin — 22.3% vs 4.9%, a 17.5% gap on every dollar of revenue. On growth, Datadog posted the faster year-over-year revenue change (29.2% vs 8.1%). Datadog produced more free cash flow last quarter ($318.2M vs $184.3M). Over the past eight quarters, Datadog's revenue compounded faster (24.9% CAGR vs 9.8%).
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.
Graco Inc. is an American industrial company that specializes in the development and manufacturing of fluid-handling systems and products. The company is headquartered in Minneapolis, Minnesota, and markets its products to customers worldwide.
DDOG vs GGG — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $953.2M | $593.2M |
| Net Profit | $46.6M | $132.5M |
| Gross Margin | 80.4% | 51.7% |
| Operating Margin | 1.0% | 26.7% |
| Net Margin | 4.9% | 22.3% |
| Revenue YoY | 29.2% | 8.1% |
| Net Profit YoY | 2.1% | 21.9% |
| EPS (diluted) | $0.13 | $0.78 |
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 | $593.2M | ||
| Q3 25 | $885.7M | $543.4M | ||
| Q2 25 | $826.8M | $571.8M | ||
| Q1 25 | $761.6M | $528.3M | ||
| Q4 24 | $737.7M | $548.7M | ||
| Q3 24 | $690.0M | $519.2M | ||
| Q2 24 | $645.3M | $553.2M | ||
| Q1 24 | $611.3M | $492.2M |
| Q4 25 | $46.6M | $132.5M | ||
| Q3 25 | $33.9M | $137.6M | ||
| Q2 25 | $2.6M | $127.6M | ||
| Q1 25 | $24.6M | $124.1M | ||
| Q4 24 | $45.6M | $108.7M | ||
| Q3 24 | $51.7M | $122.2M | ||
| Q2 24 | $43.8M | $133.0M | ||
| Q1 24 | $42.6M | $122.2M |
| Q4 25 | 80.4% | 51.7% | ||
| Q3 25 | 80.1% | 53.2% | ||
| Q2 25 | 79.9% | 52.4% | ||
| Q1 25 | 79.3% | 52.6% | ||
| Q4 24 | 80.5% | 50.9% | ||
| Q3 24 | 80.0% | 53.2% | ||
| Q2 24 | 80.9% | 54.4% | ||
| Q1 24 | 82.0% | 54.1% |
| Q4 25 | 1.0% | 26.7% | ||
| Q3 25 | -0.7% | 30.3% | ||
| Q2 25 | -4.3% | 27.5% | ||
| Q1 25 | -1.6% | 27.3% | ||
| Q4 24 | 1.3% | 23.7% | ||
| Q3 24 | 2.9% | 28.1% | ||
| Q2 24 | 2.0% | 29.2% | ||
| Q1 24 | 2.0% | 27.0% |
| Q4 25 | 4.9% | 22.3% | ||
| Q3 25 | 3.8% | 25.3% | ||
| Q2 25 | 0.3% | 22.3% | ||
| Q1 25 | 3.2% | 23.5% | ||
| Q4 24 | 6.2% | 19.8% | ||
| Q3 24 | 7.5% | 23.5% | ||
| Q2 24 | 6.8% | 24.0% | ||
| Q1 24 | 7.0% | 24.8% |
| Q4 25 | $0.13 | $0.78 | ||
| Q3 25 | $0.10 | $0.82 | ||
| Q2 25 | $0.01 | $0.76 | ||
| Q1 25 | $0.07 | $0.72 | ||
| Q4 24 | $0.14 | $0.63 | ||
| Q3 24 | $0.14 | $0.71 | ||
| Q2 24 | $0.12 | $0.77 | ||
| Q1 24 | $0.12 | $0.71 |
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 | $624.1M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $3.7B | $2.7B |
| Total Assets | $6.6B | $3.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $401.3M | $624.1M | ||
| Q3 25 | $540.6M | $618.7M | ||
| Q2 25 | $489.0M | $534.9M | ||
| Q1 25 | $1.1B | $536.1M | ||
| Q4 24 | $1.2B | $675.3M | ||
| Q3 24 | $337.4M | $764.5M | ||
| Q2 24 | $411.0M | $666.0M | ||
| Q1 24 | $282.2M | $622.7M |
| Q4 25 | $3.7B | $2.7B | ||
| Q3 25 | $3.4B | $2.6B | ||
| Q2 25 | $3.2B | $2.5B | ||
| Q1 25 | $2.9B | $2.5B | ||
| Q4 24 | $2.7B | $2.6B | ||
| Q3 24 | $2.6B | $2.5B | ||
| Q2 24 | $2.4B | $2.4B | ||
| Q1 24 | $2.2B | $2.3B |
| Q4 25 | $6.6B | $3.3B | ||
| Q3 25 | $6.1B | $3.2B | ||
| Q2 25 | $5.8B | $3.0B | ||
| Q1 25 | $6.0B | $3.0B | ||
| Q4 24 | $5.8B | $3.1B | ||
| Q3 24 | $4.6B | $3.0B | ||
| Q2 24 | $4.4B | $2.9B | ||
| Q1 24 | $4.1B | $2.8B |
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 | $196.3M |
| Free Cash FlowOCF − Capex | $318.2M | $184.3M |
| FCF MarginFCF / Revenue | 33.4% | 31.1% |
| Capex IntensityCapex / Revenue | 0.9% | 2.0% |
| Cash ConversionOCF / Net Profit | 7.02× | 1.48× |
| TTM Free Cash FlowTrailing 4 quarters | $1.0B | $637.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $327.1M | $196.3M | ||
| Q3 25 | $251.5M | $179.2M | ||
| Q2 25 | $200.1M | $182.7M | ||
| Q1 25 | $271.5M | $125.4M | ||
| Q4 24 | $265.2M | $185.2M | ||
| Q3 24 | $228.7M | $178.6M | ||
| Q2 24 | $164.4M | $139.0M | ||
| Q1 24 | $212.3M | $118.9M |
| Q4 25 | $318.2M | $184.3M | ||
| Q3 25 | $234.7M | $175.7M | ||
| Q2 25 | $184.9M | $163.1M | ||
| Q1 25 | $262.8M | $114.8M | ||
| Q4 24 | $257.5M | $171.3M | ||
| Q3 24 | $220.3M | $159.2M | ||
| Q2 24 | $160.0M | $102.7M | ||
| Q1 24 | $198.1M | $81.7M |
| Q4 25 | 33.4% | 31.1% | ||
| Q3 25 | 26.5% | 32.3% | ||
| Q2 25 | 22.4% | 28.5% | ||
| Q1 25 | 34.5% | 21.7% | ||
| Q4 24 | 34.9% | 31.2% | ||
| Q3 24 | 31.9% | 30.7% | ||
| Q2 24 | 24.8% | 18.6% | ||
| Q1 24 | 32.4% | 16.6% |
| Q4 25 | 0.9% | 2.0% | ||
| Q3 25 | 1.9% | 0.6% | ||
| Q2 25 | 1.8% | 3.4% | ||
| Q1 25 | 1.1% | 2.0% | ||
| Q4 24 | 1.1% | 2.5% | ||
| Q3 24 | 1.2% | 3.7% | ||
| Q2 24 | 0.7% | 6.6% | ||
| Q1 24 | 2.3% | 7.6% |
| Q4 25 | 7.02× | 1.48× | ||
| Q3 25 | 7.42× | 1.30× | ||
| Q2 25 | 75.58× | 1.43× | ||
| Q1 25 | 11.02× | 1.01× | ||
| Q4 24 | 5.82× | 1.70× | ||
| Q3 24 | 4.42× | 1.46× | ||
| Q2 24 | 3.75× | 1.05× | ||
| Q1 24 | 4.98× | 0.97× |
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% |
GGG
| Industrial | $284.3M | 48% |
| Contractor | $265.5M | 45% |
| Other | $43.4M | 7% |
