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Side-by-side financial comparison of Datadog (DDOG) and Hims & Hers Health, Inc. (HIMS). Click either name above to swap in a different company.
Datadog is the larger business by last-quarter revenue ($953.2M vs $617.8M, roughly 1.5× Hims & Hers Health, Inc.). Datadog runs the higher net margin — 4.9% vs 3.3%, a 1.6% gap on every dollar of revenue. On growth, Datadog posted the faster year-over-year revenue change (29.2% vs 28.4%). Datadog produced more free cash flow last quarter ($318.2M vs $-2.5M). Over the past eight quarters, Hims & Hers Health, Inc.'s revenue compounded faster (49.0% CAGR vs 24.9%).
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.
Hims & Hers Health, Inc. is an American telehealth company established in 2017. The company provides prescription medications, over-the-counter medications, and personal care products.
DDOG vs HIMS — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $953.2M | $617.8M |
| Net Profit | $46.6M | $20.6M |
| Gross Margin | 80.4% | 71.9% |
| Operating Margin | 1.0% | 1.5% |
| Net Margin | 4.9% | 3.3% |
| Revenue YoY | 29.2% | 28.4% |
| Net Profit YoY | 2.1% | -20.8% |
| EPS (diluted) | $0.13 | $0.08 |
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 | $617.8M | ||
| Q3 25 | $885.7M | $599.0M | ||
| Q2 25 | $826.8M | $544.8M | ||
| Q1 25 | $761.6M | $586.0M | ||
| Q4 24 | $737.7M | $481.1M | ||
| Q3 24 | $690.0M | $401.6M | ||
| Q2 24 | $645.3M | $315.6M | ||
| Q1 24 | $611.3M | $278.2M |
| Q4 25 | $46.6M | $20.6M | ||
| Q3 25 | $33.9M | $15.8M | ||
| Q2 25 | $2.6M | $42.5M | ||
| Q1 25 | $24.6M | $49.5M | ||
| Q4 24 | $45.6M | $26.0M | ||
| Q3 24 | $51.7M | $75.6M | ||
| Q2 24 | $43.8M | $13.3M | ||
| Q1 24 | $42.6M | $11.1M |
| Q4 25 | 80.4% | 71.9% | ||
| Q3 25 | 80.1% | 73.8% | ||
| Q2 25 | 79.9% | 76.4% | ||
| Q1 25 | 79.3% | 73.5% | ||
| Q4 24 | 80.5% | 76.8% | ||
| Q3 24 | 80.0% | 79.2% | ||
| Q2 24 | 80.9% | 81.3% | ||
| Q1 24 | 82.0% | 82.4% |
| Q4 25 | 1.0% | 1.5% | ||
| Q3 25 | -0.7% | 2.0% | ||
| Q2 25 | -4.3% | 4.9% | ||
| Q1 25 | -1.6% | 9.9% | ||
| Q4 24 | 1.3% | 3.9% | ||
| Q3 24 | 2.9% | 5.6% | ||
| Q2 24 | 2.0% | 3.5% | ||
| Q1 24 | 2.0% | 3.6% |
| Q4 25 | 4.9% | 3.3% | ||
| Q3 25 | 3.8% | 2.6% | ||
| Q2 25 | 0.3% | 7.8% | ||
| Q1 25 | 3.2% | 8.4% | ||
| Q4 24 | 6.2% | 5.4% | ||
| Q3 24 | 7.5% | 18.8% | ||
| Q2 24 | 6.8% | 4.2% | ||
| Q1 24 | 7.0% | 4.0% |
| Q4 25 | $0.13 | $0.08 | ||
| Q3 25 | $0.10 | $0.06 | ||
| Q2 25 | $0.01 | $0.17 | ||
| Q1 25 | $0.07 | $0.20 | ||
| Q4 24 | $0.14 | $0.10 | ||
| Q3 24 | $0.14 | $0.32 | ||
| Q2 24 | $0.12 | $0.06 | ||
| Q1 24 | $0.12 | $0.05 |
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 | $228.6M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $3.7B | $540.9M |
| Total Assets | $6.6B | $2.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $401.3M | $228.6M | ||
| Q3 25 | $540.6M | $345.8M | ||
| Q2 25 | $489.0M | $1.1B | ||
| Q1 25 | $1.1B | $273.7M | ||
| Q4 24 | $1.2B | $220.6M | ||
| Q3 24 | $337.4M | $165.5M | ||
| Q2 24 | $411.0M | $129.3M | ||
| Q1 24 | $282.2M | $105.2M |
| Q4 25 | $3.7B | $540.9M | ||
| Q3 25 | $3.4B | $581.0M | ||
| Q2 25 | $3.2B | $562.7M | ||
| Q1 25 | $2.9B | $549.3M | ||
| Q4 24 | $2.7B | $476.7M | ||
| Q3 24 | $2.6B | $440.1M | ||
| Q2 24 | $2.4B | $362.0M | ||
| Q1 24 | $2.2B | $344.5M |
| Q4 25 | $6.6B | $2.2B | ||
| Q3 25 | $6.1B | $2.2B | ||
| Q2 25 | $5.8B | $1.9B | ||
| Q1 25 | $6.0B | $891.7M | ||
| Q4 24 | $5.8B | $707.5M | ||
| Q3 24 | $4.6B | $602.3M | ||
| Q2 24 | $4.4B | $480.5M | ||
| Q1 24 | $4.1B | $448.1M |
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 | $61.3M |
| Free Cash FlowOCF − Capex | $318.2M | $-2.5M |
| FCF MarginFCF / Revenue | 33.4% | -0.4% |
| Capex IntensityCapex / Revenue | 0.9% | 10.3% |
| Cash ConversionOCF / Net Profit | 7.02× | 2.98× |
| TTM Free Cash FlowTrailing 4 quarters | $1.0B | $57.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $327.1M | $61.3M | ||
| Q3 25 | $251.5M | $148.7M | ||
| Q2 25 | $200.1M | $-19.1M | ||
| Q1 25 | $271.5M | $109.1M | ||
| Q4 24 | $265.2M | $86.4M | ||
| Q3 24 | $228.7M | $85.3M | ||
| Q2 24 | $164.4M | $53.6M | ||
| Q1 24 | $212.3M | $25.8M |
| Q4 25 | $318.2M | $-2.5M | ||
| Q3 25 | $234.7M | $79.3M | ||
| Q2 25 | $184.9M | $-69.5M | ||
| Q1 25 | $262.8M | $50.1M | ||
| Q4 24 | $257.5M | $59.5M | ||
| Q3 24 | $220.3M | $79.4M | ||
| Q2 24 | $160.0M | $47.6M | ||
| Q1 24 | $198.1M | $11.8M |
| Q4 25 | 33.4% | -0.4% | ||
| Q3 25 | 26.5% | 13.2% | ||
| Q2 25 | 22.4% | -12.8% | ||
| Q1 25 | 34.5% | 8.5% | ||
| Q4 24 | 34.9% | 12.4% | ||
| Q3 24 | 31.9% | 19.8% | ||
| Q2 24 | 24.8% | 15.1% | ||
| Q1 24 | 32.4% | 4.3% |
| Q4 25 | 0.9% | 10.3% | ||
| Q3 25 | 1.9% | 11.6% | ||
| Q2 25 | 1.8% | 9.3% | ||
| Q1 25 | 1.1% | 10.1% | ||
| Q4 24 | 1.1% | 5.6% | ||
| Q3 24 | 1.2% | 1.5% | ||
| Q2 24 | 0.7% | 1.9% | ||
| Q1 24 | 2.3% | 5.0% |
| Q4 25 | 7.02× | 2.98× | ||
| Q3 25 | 7.42× | 9.43× | ||
| Q2 25 | 75.58× | -0.45× | ||
| Q1 25 | 11.02× | 2.20× | ||
| Q4 24 | 5.82× | 3.32× | ||
| Q3 24 | 4.42× | 1.13× | ||
| Q2 24 | 3.75× | 4.03× | ||
| Q1 24 | 4.98× | 2.32× |
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% |
HIMS
Segment breakdown not available.
