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Side-by-side financial comparison of Datadog (DDOG) and Graham Holdings Co (GHC). Click either name above to swap in a different company.
Graham Holdings Co is the larger business by last-quarter revenue ($1.3B vs $953.2M, roughly 1.3× Datadog). Graham Holdings Co runs the higher net margin — 8.7% vs 4.9%, a 3.8% gap on every dollar of revenue. On growth, Datadog posted the faster year-over-year revenue change (29.2% vs 0.4%). Datadog produced more free cash flow last quarter ($318.2M vs $5.0M). Over the past eight quarters, Datadog's revenue compounded faster (24.9% CAGR vs 4.2%).
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.
Graham Holdings Company is a diversified American conglomerate holding company. Headquartered in Arlington County, Virginia, and incorporated in Delaware, it was formerly the owner of The Washington Post newspaper and Newsweek magazine.
DDOG vs GHC — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $953.2M | $1.3B |
| Net Profit | $46.6M | $108.7M |
| Gross Margin | 80.4% | — |
| Operating Margin | 1.0% | 3.8% |
| Net Margin | 4.9% | 8.7% |
| Revenue YoY | 29.2% | 0.4% |
| Net Profit YoY | 2.1% | -80.2% |
| EPS (diluted) | $0.13 | $24.76 |
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 | $1.3B | ||
| Q3 25 | $885.7M | $1.3B | ||
| Q2 25 | $826.8M | $1.2B | ||
| Q1 25 | $761.6M | $1.2B | ||
| Q4 24 | $737.7M | $1.2B | ||
| Q3 24 | $690.0M | $1.2B | ||
| Q2 24 | $645.3M | $1.2B | ||
| Q1 24 | $611.3M | $1.2B |
| Q4 25 | $46.6M | $108.7M | ||
| Q3 25 | $33.9M | $122.9M | ||
| Q2 25 | $2.6M | $36.7M | ||
| Q1 25 | $24.6M | $23.9M | ||
| Q4 24 | $45.6M | $548.8M | ||
| Q3 24 | $51.7M | $72.5M | ||
| Q2 24 | $43.8M | $-21.0M | ||
| Q1 24 | $42.6M | $124.4M |
| 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% | 3.8% | ||
| Q3 25 | -0.7% | 5.2% | ||
| Q2 25 | -4.3% | 6.0% | ||
| Q1 25 | -1.6% | 4.1% | ||
| Q4 24 | 1.3% | 5.8% | ||
| Q3 24 | 2.9% | 6.8% | ||
| Q2 24 | 2.0% | 2.2% | ||
| Q1 24 | 2.0% | 3.1% |
| Q4 25 | 4.9% | 8.7% | ||
| Q3 25 | 3.8% | 9.6% | ||
| Q2 25 | 0.3% | 3.0% | ||
| Q1 25 | 3.2% | 2.0% | ||
| Q4 24 | 6.2% | 44.1% | ||
| Q3 24 | 7.5% | 6.0% | ||
| Q2 24 | 6.8% | -1.8% | ||
| Q1 24 | 7.0% | 10.8% |
| Q4 25 | $0.13 | $24.76 | ||
| Q3 25 | $0.10 | $27.91 | ||
| Q2 25 | $0.01 | $8.35 | ||
| Q1 25 | $0.07 | $5.45 | ||
| Q4 24 | $0.14 | $124.05 | ||
| Q3 24 | $0.14 | $16.42 | ||
| Q2 24 | $0.12 | $-4.79 | ||
| Q1 24 | $0.12 | $27.72 |
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 | $267.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $3.7B | $4.8B |
| Total Assets | $6.6B | $8.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $401.3M | $267.0M | ||
| Q3 25 | $540.6M | $190.8M | ||
| Q2 25 | $489.0M | $176.2M | ||
| Q1 25 | $1.1B | $156.7M | ||
| Q4 24 | $1.2B | $260.9M | ||
| Q3 24 | $337.4M | $244.4M | ||
| Q2 24 | $411.0M | $140.7M | ||
| Q1 24 | $282.2M | $130.9M |
| Q4 25 | $3.7B | $4.8B | ||
| Q3 25 | $3.4B | $4.5B | ||
| Q2 25 | $3.2B | $4.4B | ||
| Q1 25 | $2.9B | $4.3B | ||
| Q4 24 | $2.7B | $4.3B | ||
| Q3 24 | $2.6B | $4.0B | ||
| Q2 24 | $2.4B | $4.0B | ||
| Q1 24 | $2.2B | $4.0B |
| Q4 25 | $6.6B | $8.4B | ||
| Q3 25 | $6.1B | $7.9B | ||
| Q2 25 | $5.8B | $7.6B | ||
| Q1 25 | $6.0B | $7.6B | ||
| Q4 24 | $5.8B | $7.7B | ||
| Q3 24 | $4.6B | $7.4B | ||
| Q2 24 | $4.4B | $7.2B | ||
| Q1 24 | $4.1B | $7.3B |
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 | $28.3M |
| Free Cash FlowOCF − Capex | $318.2M | $5.0M |
| FCF MarginFCF / Revenue | 33.4% | 0.4% |
| Capex IntensityCapex / Revenue | 0.9% | 1.9% |
| Cash ConversionOCF / Net Profit | 7.02× | 0.26× |
| TTM Free Cash FlowTrailing 4 quarters | $1.0B | $275.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $327.1M | $28.3M | ||
| Q3 25 | $251.5M | $178.1M | ||
| Q2 25 | $200.1M | $94.8M | ||
| Q1 25 | $271.5M | $46.0M | ||
| Q4 24 | $265.2M | $116.3M | ||
| Q3 24 | $228.7M | $237.6M | ||
| Q2 24 | $164.4M | $52.0M | ||
| Q1 24 | $212.3M | $1.1M |
| Q4 25 | $318.2M | $5.0M | ||
| Q3 25 | $234.7M | $161.8M | ||
| Q2 25 | $184.9M | $78.0M | ||
| Q1 25 | $262.8M | $30.5M | ||
| Q4 24 | $257.5M | $91.1M | ||
| Q3 24 | $220.3M | $219.4M | ||
| Q2 24 | $160.0M | $33.7M | ||
| Q1 24 | $198.1M | $-20.2M |
| Q4 25 | 33.4% | 0.4% | ||
| Q3 25 | 26.5% | 12.6% | ||
| Q2 25 | 22.4% | 6.4% | ||
| Q1 25 | 34.5% | 2.6% | ||
| Q4 24 | 34.9% | 7.3% | ||
| Q3 24 | 31.9% | 18.2% | ||
| Q2 24 | 24.8% | 2.8% | ||
| Q1 24 | 32.4% | -1.8% |
| Q4 25 | 0.9% | 1.9% | ||
| Q3 25 | 1.9% | 1.3% | ||
| Q2 25 | 1.8% | 1.4% | ||
| Q1 25 | 1.1% | 1.3% | ||
| Q4 24 | 1.1% | 2.0% | ||
| Q3 24 | 1.2% | 1.5% | ||
| Q2 24 | 0.7% | 1.5% | ||
| Q1 24 | 2.3% | 1.8% |
| Q4 25 | 7.02× | 0.26× | ||
| Q3 25 | 7.42× | 1.45× | ||
| Q2 25 | 75.58× | 2.58× | ||
| Q1 25 | 11.02× | 1.93× | ||
| Q4 24 | 5.82× | 0.21× | ||
| Q3 24 | 4.42× | 3.28× | ||
| Q2 24 | 3.75× | — | ||
| Q1 24 | 4.98× | 0.01× |
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% |
GHC
| Products | $602.7M | 48% |
| Kaplan International | $251.9M | 20% |
| Manufacturing | $117.8M | 9% |
| Television Broadcasting | $110.5M | 9% |
| Higher Education | $83.8M | 7% |
| Supplemental Education | $74.9M | 6% |
| Related Party | $4.4M | 0% |
