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Side-by-side financial comparison of Datadog (DDOG) and Hyatt Hotels Corp (H). Click either name above to swap in a different company.
Hyatt Hotels Corp is the larger business by last-quarter revenue ($1.8B vs $953.2M, roughly 1.9× Datadog). Datadog runs the higher net margin — 4.9% vs -1.1%, a 6.0% gap on every dollar of revenue. On growth, Datadog posted the faster year-over-year revenue change (29.2% vs 11.7%). Datadog produced more free cash flow last quarter ($318.2M vs $236.0M). Over the past eight quarters, Datadog's revenue compounded faster (24.9% CAGR vs 2.2%).
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.
Hyatt Hotels Corporation, commonly known as Hyatt Hotels & Resorts, is an American multinational hospitality company headquartered in the Riverside Plaza area of Chicago that manages and franchises luxury and business hotels, resorts, and vacation properties. Hyatt Hotels & Resorts is one of the businesses managed by the Pritzker family. Hyatt has more than 1350 hotels and all-inclusive properties in 69 countries, across North America, South America, Europe, Asia, Africa and Australia.
DDOG vs H — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $953.2M | $1.8B |
| Net Profit | $46.6M | $-20.0M |
| Gross Margin | 80.4% | — |
| Operating Margin | 1.0% | 0.4% |
| Net Margin | 4.9% | -1.1% |
| Revenue YoY | 29.2% | 11.7% |
| Net Profit YoY | 2.1% | 64.3% |
| EPS (diluted) | $0.13 | $-0.20 |
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 | $1.8B | ||
| Q3 25 | $885.7M | $1.8B | ||
| Q2 25 | $826.8M | $1.8B | ||
| Q1 25 | $761.6M | $1.7B | ||
| Q4 24 | $737.7M | $1.6B | ||
| Q3 24 | $690.0M | $1.6B | ||
| Q2 24 | $645.3M | $1.7B | ||
| Q1 24 | $611.3M | $1.7B |
| Q4 25 | $46.6M | $-20.0M | ||
| Q3 25 | $33.9M | $-49.0M | ||
| Q2 25 | $2.6M | $-3.0M | ||
| Q1 25 | $24.6M | $20.0M | ||
| Q4 24 | $45.6M | $-56.0M | ||
| Q3 24 | $51.7M | $471.0M | ||
| Q2 24 | $43.8M | $359.0M | ||
| Q1 24 | $42.6M | $522.0M |
| 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% | 0.4% | ||
| Q3 25 | -0.7% | -1.0% | ||
| Q2 25 | -4.3% | 2.1% | ||
| Q1 25 | -1.6% | 3.0% | ||
| Q4 24 | 1.3% | -3.0% | ||
| Q3 24 | 2.9% | 37.3% | ||
| Q2 24 | 2.0% | 27.1% | ||
| Q1 24 | 2.0% | 31.6% |
| Q4 25 | 4.9% | -1.1% | ||
| Q3 25 | 3.8% | -2.7% | ||
| Q2 25 | 0.3% | -0.2% | ||
| Q1 25 | 3.2% | 1.2% | ||
| Q4 24 | 6.2% | -3.5% | ||
| Q3 24 | 7.5% | 28.9% | ||
| Q2 24 | 6.8% | 21.1% | ||
| Q1 24 | 7.0% | 30.5% |
| Q4 25 | $0.13 | $-0.20 | ||
| Q3 25 | $0.10 | $-0.51 | ||
| Q2 25 | $0.01 | $-0.03 | ||
| Q1 25 | $0.07 | $0.19 | ||
| Q4 24 | $0.14 | $-0.37 | ||
| Q3 24 | $0.14 | $4.63 | ||
| Q2 24 | $0.12 | $3.46 | ||
| Q1 24 | $0.12 | $4.93 |
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 | $813.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $3.7B | $3.3B |
| Total Assets | $6.6B | $14.0B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $401.3M | $813.0M | ||
| Q3 25 | $540.6M | $749.0M | ||
| Q2 25 | $489.0M | $912.0M | ||
| Q1 25 | $1.1B | $1.8B | ||
| Q4 24 | $1.2B | $1.4B | ||
| Q3 24 | $337.4M | $1.1B | ||
| Q2 24 | $411.0M | $2.0B | ||
| Q1 24 | $282.2M | $794.0M |
| Q4 25 | — | — | ||
| Q3 25 | — | $6.0B | ||
| Q2 25 | — | $6.0B | ||
| Q1 25 | — | $4.3B | ||
| Q4 24 | — | $3.8B | ||
| Q3 24 | — | $3.1B | ||
| Q2 24 | — | $3.9B | ||
| Q1 24 | — | $3.1B |
| Q4 25 | $3.7B | $3.3B | ||
| Q3 25 | $3.4B | $3.5B | ||
| Q2 25 | $3.2B | $3.6B | ||
| Q1 25 | $2.9B | $3.5B | ||
| Q4 24 | $2.7B | $3.5B | ||
| Q3 24 | $2.6B | $3.7B | ||
| Q2 24 | $2.4B | $3.9B | ||
| Q1 24 | $2.2B | $3.7B |
| Q4 25 | $6.6B | $14.0B | ||
| Q3 25 | $6.1B | $15.7B | ||
| Q2 25 | $5.8B | $15.9B | ||
| Q1 25 | $6.0B | $14.0B | ||
| Q4 24 | $5.8B | $13.3B | ||
| Q3 24 | $4.6B | $11.9B | ||
| Q2 24 | $4.4B | $12.8B | ||
| Q1 24 | $4.1B | $11.7B |
| Q4 25 | — | — | ||
| Q3 25 | — | 1.73× | ||
| Q2 25 | — | 1.69× | ||
| Q1 25 | — | 1.25× | ||
| Q4 24 | — | 1.07× | ||
| Q3 24 | — | 0.85× | ||
| Q2 24 | — | 1.01× | ||
| Q1 24 | — | 0.84× |
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 | $313.0M |
| Free Cash FlowOCF − Capex | $318.2M | $236.0M |
| FCF MarginFCF / Revenue | 33.4% | 13.2% |
| Capex IntensityCapex / Revenue | 0.9% | 4.3% |
| Cash ConversionOCF / Net Profit | 7.02× | — |
| TTM Free Cash FlowTrailing 4 quarters | $1.0B | $159.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $327.1M | $313.0M | ||
| Q3 25 | $251.5M | $-20.0M | ||
| Q2 25 | $200.1M | $-67.0M | ||
| Q1 25 | $271.5M | $153.0M | ||
| Q4 24 | $265.2M | $235.0M | ||
| Q3 24 | $228.7M | $-21.0M | ||
| Q2 24 | $164.4M | $177.0M | ||
| Q1 24 | $212.3M | $242.0M |
| Q4 25 | $318.2M | $236.0M | ||
| Q3 25 | $234.7M | $-89.0M | ||
| Q2 25 | $184.9M | $-111.0M | ||
| Q1 25 | $262.8M | $123.0M | ||
| Q4 24 | $257.5M | $184.0M | ||
| Q3 24 | $220.3M | $-64.0M | ||
| Q2 24 | $160.0M | $135.0M | ||
| Q1 24 | $198.1M | $208.0M |
| Q4 25 | 33.4% | 13.2% | ||
| Q3 25 | 26.5% | -5.0% | ||
| Q2 25 | 22.4% | -6.1% | ||
| Q1 25 | 34.5% | 7.2% | ||
| Q4 24 | 34.9% | 11.5% | ||
| Q3 24 | 31.9% | -3.9% | ||
| Q2 24 | 24.8% | 7.9% | ||
| Q1 24 | 32.4% | 12.1% |
| Q4 25 | 0.9% | 4.3% | ||
| Q3 25 | 1.9% | 3.9% | ||
| Q2 25 | 1.8% | 2.4% | ||
| Q1 25 | 1.1% | 1.7% | ||
| Q4 24 | 1.1% | 3.2% | ||
| Q3 24 | 1.2% | 2.6% | ||
| Q2 24 | 0.7% | 2.5% | ||
| Q1 24 | 2.3% | 2.0% |
| Q4 25 | 7.02× | — | ||
| Q3 25 | 7.42× | — | ||
| Q2 25 | 75.58× | — | ||
| Q1 25 | 11.02× | 7.65× | ||
| Q4 24 | 5.82× | — | ||
| Q3 24 | 4.42× | -0.04× | ||
| Q2 24 | 3.75× | 0.49× | ||
| Q1 24 | 4.98× | 0.46× |
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% |
H
| Other | $627.0M | 35% |
| Rooms Revenue | $326.0M | 18% |
| Net Fees | $290.0M | 16% |
| Distribution Segment | $177.0M | 10% |
| Franchise And Other Fees | $114.0M | 6% |
| Base Management Fees | $112.0M | 6% |
| Incentive Management Fees | $81.0M | 5% |
| Other Owned And Leased Hotel Revenue | $41.0M | 2% |
| Contra Revenue | $17.0M | 1% |
| Other Revenues | $4.0M | 0% |
