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Side-by-side financial comparison of Datadog (DDOG) and Howard Hughes Holdings Inc. (HHH). Click either name above to swap in a different company.
Datadog is the larger business by last-quarter revenue ($1.0B vs $235.9M, roughly 4.3× Howard Hughes Holdings Inc.). Datadog runs the higher net margin — 5.2% vs 3.4%, a 1.8% gap on every dollar of revenue. On growth, Datadog posted the faster year-over-year revenue change (32.2% vs 18.4%). Over the past eight quarters, Datadog's revenue compounded faster (24.9% CAGR vs -13.8%).
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.
Howard Hughes Holdings Inc., formerly the Howard Hughes Corporation, is a real estate development and management company based in The Woodlands, Texas. It was formed in 2010 as a spin-off from General Growth Properties (GGP). Most of its holdings are focused on several master-planned communities. It took its name from the original Howard Hughes Corporation, which had developed the planned community of Summerlin, Nevada, and later became a subsidiary of GGP.
DDOG vs HHH — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.0B | $235.9M |
| Net Profit | $52.6M | $8.1M |
| Gross Margin | 79.2% | — |
| Operating Margin | 21.5% | 121.6% |
| Net Margin | 5.2% | 3.4% |
| Revenue YoY | 32.2% | 18.4% |
| Net Profit YoY | 113.4% | -25.6% |
| EPS (diluted) | $0.15 | $0.14 |
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.
| Q1 26 | $1.0B | $235.9M | ||
| Q4 25 | $953.2M | $624.4M | ||
| Q3 25 | $885.7M | $390.2M | ||
| Q2 25 | $826.8M | $260.9M | ||
| Q1 25 | $761.6M | $199.3M | ||
| Q4 24 | $737.7M | $935.0M | ||
| Q3 24 | $690.0M | $327.1M | ||
| Q2 24 | $645.3M | $317.4M |
| Q1 26 | $52.6M | $8.1M | ||
| Q4 25 | $46.6M | $6.0M | ||
| Q3 25 | $33.9M | $119.5M | ||
| Q2 25 | $2.6M | $-12.1M | ||
| Q1 25 | $24.6M | $10.5M | ||
| Q4 24 | $45.6M | $156.3M | ||
| Q3 24 | $51.7M | $72.8M | ||
| Q2 24 | $43.8M | $21.1M |
| Q1 26 | 79.2% | — | ||
| 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 26 | 21.5% | 121.6% | ||
| Q4 25 | 1.0% | 4.2% | ||
| Q3 25 | -0.7% | 48.6% | ||
| Q2 25 | -4.3% | 26.0% | ||
| Q1 25 | -1.6% | 24.0% | ||
| Q4 24 | 1.3% | 33.5% | ||
| Q3 24 | 2.9% | 60.6% | ||
| Q2 24 | 2.0% | 20.4% |
| Q1 26 | 5.2% | 3.4% | ||
| Q4 25 | 4.9% | 1.0% | ||
| Q3 25 | 3.8% | 30.6% | ||
| Q2 25 | 0.3% | -4.7% | ||
| Q1 25 | 3.2% | 5.3% | ||
| Q4 24 | 6.2% | 16.7% | ||
| Q3 24 | 7.5% | 22.2% | ||
| Q2 24 | 6.8% | 6.6% |
| Q1 26 | $0.15 | $0.14 | ||
| Q4 25 | $0.13 | $0.20 | ||
| Q3 25 | $0.10 | $2.02 | ||
| Q2 25 | $0.01 | $-0.22 | ||
| Q1 25 | $0.07 | $0.21 | ||
| Q4 24 | $0.14 | $3.14 | ||
| Q3 24 | $0.14 | $1.46 | ||
| Q2 24 | $0.12 | $0.42 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $426.4M | $1.8B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $4.0B | $3.8B |
| Total Assets | $7.0B | $11.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $426.4M | $1.8B | ||
| Q4 25 | $401.3M | $1.5B | ||
| Q3 25 | $540.6M | $1.5B | ||
| Q2 25 | $489.0M | $1.4B | ||
| Q1 25 | $1.1B | $493.7M | ||
| Q4 24 | $1.2B | $596.1M | ||
| Q3 24 | $337.4M | $400.7M | ||
| Q2 24 | $411.0M | $436.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | $5.1B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $5.1B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | $4.0B | $3.8B | ||
| Q4 25 | $3.7B | $3.8B | ||
| Q3 25 | $3.4B | $3.8B | ||
| Q2 25 | $3.2B | $3.6B | ||
| Q1 25 | $2.9B | $2.8B | ||
| Q4 24 | $2.7B | $2.8B | ||
| Q3 24 | $2.6B | $2.6B | ||
| Q2 24 | $2.4B | $3.0B |
| Q1 26 | $7.0B | $11.2B | ||
| Q4 25 | $6.6B | $10.6B | ||
| Q3 25 | $6.1B | $10.7B | ||
| Q2 25 | $5.8B | $10.3B | ||
| Q1 25 | $6.0B | $9.3B | ||
| Q4 24 | $5.8B | $9.2B | ||
| Q3 24 | $4.6B | $9.4B | ||
| Q2 24 | $4.4B | $9.9B |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.35× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.85× | ||
| Q3 24 | — | — | ||
| Q2 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 | $334.6M | — |
| Free Cash FlowOCF − Capex | $289.1M | — |
| FCF MarginFCF / Revenue | 28.7% | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | 6.36× | — |
| TTM Free Cash FlowTrailing 4 quarters | $1.0B | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $334.6M | — | ||
| Q4 25 | $327.1M | $360.3M | ||
| Q3 25 | $251.5M | $149.8M | ||
| Q2 25 | $200.1M | $177.3M | ||
| Q1 25 | $271.5M | $-224.9M | ||
| Q4 24 | $265.2M | $337.1M | ||
| Q3 24 | $228.7M | $248.3M | ||
| Q2 24 | $164.4M | $-17.5M |
| Q1 26 | $289.1M | — | ||
| Q4 25 | $318.2M | $348.6M | ||
| Q3 25 | $234.7M | $137.7M | ||
| Q2 25 | $184.9M | $169.7M | ||
| Q1 25 | $262.8M | $-238.4M | ||
| Q4 24 | $257.5M | $317.1M | ||
| Q3 24 | $220.3M | $238.7M | ||
| Q2 24 | $160.0M | $-25.1M |
| Q1 26 | 28.7% | — | ||
| Q4 25 | 33.4% | 55.8% | ||
| Q3 25 | 26.5% | 35.3% | ||
| Q2 25 | 22.4% | 65.1% | ||
| Q1 25 | 34.5% | -119.6% | ||
| Q4 24 | 34.9% | 33.9% | ||
| Q3 24 | 31.9% | 73.0% | ||
| Q2 24 | 24.8% | -7.9% |
| Q1 26 | — | — | ||
| Q4 25 | 0.9% | 1.9% | ||
| Q3 25 | 1.9% | 3.1% | ||
| Q2 25 | 1.8% | 2.9% | ||
| Q1 25 | 1.1% | 6.8% | ||
| Q4 24 | 1.1% | 2.1% | ||
| Q3 24 | 1.2% | 2.9% | ||
| Q2 24 | 0.7% | 2.4% |
| Q1 26 | 6.36× | — | ||
| Q4 25 | 7.02× | 60.04× | ||
| Q3 25 | 7.42× | 1.25× | ||
| Q2 25 | 75.58× | — | ||
| Q1 25 | 11.02× | -21.35× | ||
| Q4 24 | 5.82× | 2.16× | ||
| Q3 24 | 4.42× | 3.41× | ||
| Q2 24 | 3.75× | -0.83× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DDOG
Segment breakdown not available.
HHH
| Rental revenue | $113.5M | 48% |
| Master Planned Communities land sales | $99.6M | 42% |
| Other revenues | $11.0M | 5% |
| Builder price participation | $8.7M | 4% |
| Condominium rights and unit sales | $3.1M | 1% |
