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Side-by-side financial comparison of Datadog (DDOG) and KB HOME (KBH). Click either name above to swap in a different company.
KB HOME is the larger business by last-quarter revenue ($1.7B vs $953.2M, roughly 1.8× Datadog). KB HOME runs the higher net margin — 6.0% vs 4.9%, a 1.1% gap on every dollar of revenue. On growth, Datadog posted the faster year-over-year revenue change (29.2% vs -15.3%). Datadog produced more free cash flow last quarter ($318.2M vs $290.1M). Over the past eight quarters, Datadog's revenue compounded faster (24.9% CAGR vs 7.4%).
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.
KB Home is an American homebuilding company founded in 1957 as Kaufman & Broad in Detroit, Michigan. It was the first company to be traded on the New York Stock Exchange as a home builder. Its headquarters are in Los Angeles, California.
DDOG vs KBH — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $953.2M | $1.7B |
| Net Profit | $46.6M | $101.5M |
| Gross Margin | 80.4% | — |
| Operating Margin | 1.0% | — |
| Net Margin | 4.9% | 6.0% |
| Revenue YoY | 29.2% | -15.3% |
| Net Profit YoY | 2.1% | -46.7% |
| EPS (diluted) | $0.13 | $1.55 |
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 | $1.7B | ||
| Q3 25 | $885.7M | $1.6B | ||
| Q2 25 | $826.8M | $1.5B | ||
| Q1 25 | $761.6M | $1.4B | ||
| Q4 24 | $737.7M | $2.0B | ||
| Q3 24 | $690.0M | $1.8B | ||
| Q2 24 | $645.3M | $1.7B | ||
| Q1 24 | $611.3M | $1.5B |
| Q4 25 | $46.6M | $101.5M | ||
| Q3 25 | $33.9M | $109.8M | ||
| Q2 25 | $2.6M | $107.9M | ||
| Q1 25 | $24.6M | $109.6M | ||
| Q4 24 | $45.6M | $190.6M | ||
| Q3 24 | $51.7M | $157.3M | ||
| Q2 24 | $43.8M | $168.4M | ||
| Q1 24 | $42.6M | $138.7M |
| 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% | — | ||
| Q3 25 | -0.7% | — | ||
| Q2 25 | -4.3% | — | ||
| Q1 25 | -1.6% | — | ||
| Q4 24 | 1.3% | — | ||
| Q3 24 | 2.9% | — | ||
| Q2 24 | 2.0% | — | ||
| Q1 24 | 2.0% | — |
| Q4 25 | 4.9% | 6.0% | ||
| Q3 25 | 3.8% | 6.8% | ||
| Q2 25 | 0.3% | 7.1% | ||
| Q1 25 | 3.2% | 7.9% | ||
| Q4 24 | 6.2% | 9.5% | ||
| Q3 24 | 7.5% | 9.0% | ||
| Q2 24 | 6.8% | 9.9% | ||
| Q1 24 | 7.0% | 9.4% |
| Q4 25 | $0.13 | $1.55 | ||
| Q3 25 | $0.10 | $1.61 | ||
| Q2 25 | $0.01 | $1.50 | ||
| Q1 25 | $0.07 | $1.49 | ||
| Q4 24 | $0.14 | $2.50 | ||
| Q3 24 | $0.14 | $2.04 | ||
| Q2 24 | $0.12 | $2.15 | ||
| Q1 24 | $0.12 | $1.76 |
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 | — |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $3.7B | $3.9B |
| Total Assets | $6.6B | $6.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $401.3M | — | ||
| Q3 25 | $540.6M | — | ||
| Q2 25 | $489.0M | — | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $337.4M | — | ||
| Q2 24 | $411.0M | — | ||
| Q1 24 | $282.2M | — |
| Q4 25 | $3.7B | $3.9B | ||
| Q3 25 | $3.4B | $3.9B | ||
| Q2 25 | $3.2B | $4.0B | ||
| Q1 25 | $2.9B | $4.1B | ||
| Q4 24 | $2.7B | $4.1B | ||
| Q3 24 | $2.6B | $4.0B | ||
| Q2 24 | $2.4B | $4.0B | ||
| Q1 24 | $2.2B | $3.9B |
| Q4 25 | $6.6B | $6.7B | ||
| Q3 25 | $6.1B | $7.0B | ||
| Q2 25 | $5.8B | $7.0B | ||
| Q1 25 | $6.0B | $7.0B | ||
| Q4 24 | $5.8B | $6.9B | ||
| Q3 24 | $4.6B | $6.8B | ||
| Q2 24 | $4.4B | $6.8B | ||
| Q1 24 | $4.1B | $6.7B |
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 | $303.8M |
| Free Cash FlowOCF − Capex | $318.2M | $290.1M |
| FCF MarginFCF / Revenue | 33.4% | 17.1% |
| Capex IntensityCapex / Revenue | 0.9% | 0.8% |
| Cash ConversionOCF / Net Profit | 7.02× | 2.99× |
| TTM Free Cash FlowTrailing 4 quarters | $1.0B | $287.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $327.1M | $303.8M | ||
| Q3 25 | $251.5M | $197.7M | ||
| Q2 25 | $200.1M | $168.4M | ||
| Q1 25 | $271.5M | $-334.3M | ||
| Q4 24 | $265.2M | $362.6M | ||
| Q3 24 | $228.7M | $-89.9M | ||
| Q2 24 | $164.4M | $61.5M | ||
| Q1 24 | $212.3M | $28.5M |
| Q4 25 | $318.2M | $290.1M | ||
| Q3 25 | $234.7M | $185.8M | ||
| Q2 25 | $184.9M | $156.9M | ||
| Q1 25 | $262.8M | $-345.5M | ||
| Q4 24 | $257.5M | $352.6M | ||
| Q3 24 | $220.3M | $-99.4M | ||
| Q2 24 | $160.0M | $51.2M | ||
| Q1 24 | $198.1M | $19.1M |
| Q4 25 | 33.4% | 17.1% | ||
| Q3 25 | 26.5% | 11.5% | ||
| Q2 25 | 22.4% | 10.3% | ||
| Q1 25 | 34.5% | -24.8% | ||
| Q4 24 | 34.9% | 17.6% | ||
| Q3 24 | 31.9% | -5.7% | ||
| Q2 24 | 24.8% | 3.0% | ||
| Q1 24 | 32.4% | 1.3% |
| Q4 25 | 0.9% | 0.8% | ||
| Q3 25 | 1.9% | 0.7% | ||
| Q2 25 | 1.8% | 0.8% | ||
| Q1 25 | 1.1% | 0.8% | ||
| Q4 24 | 1.1% | 0.5% | ||
| Q3 24 | 1.2% | 0.5% | ||
| Q2 24 | 0.7% | 0.6% | ||
| Q1 24 | 2.3% | 0.6% |
| Q4 25 | 7.02× | 2.99× | ||
| Q3 25 | 7.42× | 1.80× | ||
| Q2 25 | 75.58× | 1.56× | ||
| Q1 25 | 11.02× | -3.05× | ||
| Q4 24 | 5.82× | 1.90× | ||
| Q3 24 | 4.42× | -0.57× | ||
| Q2 24 | 3.75× | 0.37× | ||
| Q1 24 | 4.98× | 0.21× |
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% |
KBH
| Home Building | $1.7B | 99% |
| Financial Service | $8.7M | 1% |
