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Side-by-side financial comparison of Datadog (DDOG) and Installed Building Products, Inc. (IBP). Click either name above to swap in a different company.
Datadog is the larger business by last-quarter revenue ($953.2M vs $747.5M, roughly 1.3× Installed Building Products, Inc.). Installed Building Products, Inc. runs the higher net margin — 10.2% vs 4.9%, a 5.4% 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 $49.3M). Over the past eight quarters, Datadog's revenue compounded faster (24.9% CAGR vs 3.9%).
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.
Installed Building Products, Inc. is a leading US-based provider of professional installation services for building products. Core offerings include insulation, gutters, garage doors, fire protection systems and window treatments, serving residential new construction, repair & remodel, and commercial construction segments across most US regions.
DDOG vs IBP — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $953.2M | $747.5M |
| Net Profit | $46.6M | $76.6M |
| Gross Margin | 80.4% | 35.0% |
| Operating Margin | 1.0% | 14.6% |
| Net Margin | 4.9% | 10.2% |
| Revenue YoY | 29.2% | -0.4% |
| Net Profit YoY | 2.1% | 14.5% |
| EPS (diluted) | $0.13 | $2.81 |
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 | $747.5M | ||
| Q3 25 | $885.7M | $778.2M | ||
| Q2 25 | $826.8M | $760.3M | ||
| Q1 25 | $761.6M | $684.8M | ||
| Q4 24 | $737.7M | $750.2M | ||
| Q3 24 | $690.0M | $760.6M | ||
| Q2 24 | $645.3M | $737.6M | ||
| Q1 24 | $611.3M | $692.9M |
| Q4 25 | $46.6M | $76.6M | ||
| Q3 25 | $33.9M | $74.4M | ||
| Q2 25 | $2.6M | $69.0M | ||
| Q1 25 | $24.6M | $45.4M | ||
| Q4 24 | $45.6M | $66.9M | ||
| Q3 24 | $51.7M | $68.6M | ||
| Q2 24 | $43.8M | $65.2M | ||
| Q1 24 | $42.6M | $55.9M |
| Q4 25 | 80.4% | 35.0% | ||
| Q3 25 | 80.1% | 34.0% | ||
| Q2 25 | 79.9% | 34.2% | ||
| Q1 25 | 79.3% | 32.7% | ||
| Q4 24 | 80.5% | 33.6% | ||
| Q3 24 | 80.0% | 33.8% | ||
| Q2 24 | 80.9% | 34.1% | ||
| Q1 24 | 82.0% | 33.8% |
| Q4 25 | 1.0% | 14.6% | ||
| Q3 25 | -0.7% | 13.7% | ||
| Q2 25 | -4.3% | 13.3% | ||
| Q1 25 | -1.6% | 10.2% | ||
| Q4 24 | 1.3% | 13.1% | ||
| Q3 24 | 2.9% | 13.3% | ||
| Q2 24 | 2.0% | 12.9% | ||
| Q1 24 | 2.0% | 12.7% |
| Q4 25 | 4.9% | 10.2% | ||
| Q3 25 | 3.8% | 9.6% | ||
| Q2 25 | 0.3% | 9.1% | ||
| Q1 25 | 3.2% | 6.6% | ||
| Q4 24 | 6.2% | 8.9% | ||
| Q3 24 | 7.5% | 9.0% | ||
| Q2 24 | 6.8% | 8.8% | ||
| Q1 24 | 7.0% | 8.1% |
| Q4 25 | $0.13 | $2.81 | ||
| Q3 25 | $0.10 | $2.74 | ||
| Q2 25 | $0.01 | $2.52 | ||
| Q1 25 | $0.07 | $1.64 | ||
| Q4 24 | $0.14 | $2.39 | ||
| Q3 24 | $0.14 | $2.44 | ||
| Q2 24 | $0.12 | $2.30 | ||
| Q1 24 | $0.12 | $1.97 |
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 | $321.9M |
| Total DebtLower is stronger | — | $886.6M |
| Stockholders' EquityBook value | $3.7B | $709.9M |
| Total Assets | $6.6B | $2.1B |
| Debt / EquityLower = less leverage | — | 1.25× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $401.3M | $321.9M | ||
| Q3 25 | $540.6M | $333.3M | ||
| Q2 25 | $489.0M | $305.2M | ||
| Q1 25 | $1.1B | $298.7M | ||
| Q4 24 | $1.2B | $327.6M | ||
| Q3 24 | $337.4M | $406.2M | ||
| Q2 24 | $411.0M | $380.3M | ||
| Q1 24 | $282.2M | $399.9M |
| Q4 25 | — | $886.6M | ||
| Q3 25 | — | $880.8M | ||
| Q2 25 | — | $876.1M | ||
| Q1 25 | — | $872.4M | ||
| Q4 24 | — | $874.8M | ||
| Q3 24 | — | $872.3M | ||
| Q2 24 | — | $875.8M | ||
| Q1 24 | — | $875.0M |
| Q4 25 | $3.7B | $709.9M | ||
| Q3 25 | $3.4B | $678.6M | ||
| Q2 25 | $3.2B | $664.5M | ||
| Q1 25 | $2.9B | $660.9M | ||
| Q4 24 | $2.7B | $705.3M | ||
| Q3 24 | $2.6B | $716.4M | ||
| Q2 24 | $2.4B | $685.3M | ||
| Q1 24 | $2.2B | $679.2M |
| Q4 25 | $6.6B | $2.1B | ||
| Q3 25 | $6.1B | $2.1B | ||
| Q2 25 | $5.8B | $2.0B | ||
| Q1 25 | $6.0B | $2.0B | ||
| Q4 24 | $5.8B | $2.1B | ||
| Q3 24 | $4.6B | $2.1B | ||
| Q2 24 | $4.4B | $2.0B | ||
| Q1 24 | $4.1B | $2.0B |
| Q4 25 | — | 1.25× | ||
| Q3 25 | — | 1.30× | ||
| Q2 25 | — | 1.32× | ||
| Q1 25 | — | 1.32× | ||
| Q4 24 | — | 1.24× | ||
| Q3 24 | — | 1.22× | ||
| Q2 24 | — | 1.28× | ||
| Q1 24 | — | 1.29× |
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 | $64.9M |
| Free Cash FlowOCF − Capex | $318.2M | $49.3M |
| FCF MarginFCF / Revenue | 33.4% | 6.6% |
| Capex IntensityCapex / Revenue | 0.9% | 2.1% |
| Cash ConversionOCF / Net Profit | 7.02× | 0.85× |
| TTM Free Cash FlowTrailing 4 quarters | $1.0B | $300.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $327.1M | $64.9M | ||
| Q3 25 | $251.5M | $124.0M | ||
| Q2 25 | $200.1M | $90.4M | ||
| Q1 25 | $271.5M | $92.1M | ||
| Q4 24 | $265.2M | $74.8M | ||
| Q3 24 | $228.7M | $101.4M | ||
| Q2 24 | $164.4M | $79.0M | ||
| Q1 24 | $212.3M | $84.8M |
| Q4 25 | $318.2M | $49.3M | ||
| Q3 25 | $234.7M | $104.8M | ||
| Q2 25 | $184.9M | $74.8M | ||
| Q1 25 | $262.8M | $71.9M | ||
| Q4 24 | $257.5M | $52.9M | ||
| Q3 24 | $220.3M | $77.3M | ||
| Q2 24 | $160.0M | $58.2M | ||
| Q1 24 | $198.1M | $63.0M |
| Q4 25 | 33.4% | 6.6% | ||
| Q3 25 | 26.5% | 13.5% | ||
| Q2 25 | 22.4% | 9.8% | ||
| Q1 25 | 34.5% | 10.5% | ||
| Q4 24 | 34.9% | 7.1% | ||
| Q3 24 | 31.9% | 10.2% | ||
| Q2 24 | 24.8% | 7.9% | ||
| Q1 24 | 32.4% | 9.1% |
| Q4 25 | 0.9% | 2.1% | ||
| Q3 25 | 1.9% | 2.5% | ||
| Q2 25 | 1.8% | 2.1% | ||
| Q1 25 | 1.1% | 2.9% | ||
| Q4 24 | 1.1% | 2.9% | ||
| Q3 24 | 1.2% | 3.2% | ||
| Q2 24 | 0.7% | 2.8% | ||
| Q1 24 | 2.3% | 3.1% |
| Q4 25 | 7.02× | 0.85× | ||
| Q3 25 | 7.42× | 1.67× | ||
| Q2 25 | 75.58× | 1.31× | ||
| Q1 25 | 11.02× | 2.03× | ||
| Q4 24 | 5.82× | 1.12× | ||
| Q3 24 | 4.42× | 1.48× | ||
| Q2 24 | 3.75× | 1.21× | ||
| Q1 24 | 4.98× | 1.52× |
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% |
IBP
| Residential New Construction | $488.6M | 65% |
| Other Customer Installation | $67.8M | 9% |
| Shower Doors Shelving And Mirrors | $53.5M | 7% |
| Other Building Products | $47.7M | 6% |
| Fireproofing And Firestopping | $37.6M | 5% |
| Rain Gutters | $31.3M | 4% |
| Window Blinds | $18.0M | 2% |
| Related Party | $6.7M | 1% |
