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Side-by-side financial comparison of Datadog (DDOG) and KeyCorp (KEY). Click either name above to swap in a different company.
KeyCorp is the larger business by last-quarter revenue ($1.9B vs $1.0B, roughly 1.9× Datadog). KeyCorp runs the higher net margin — 26.8% vs 5.2%, a 21.6% gap on every dollar of revenue. On growth, Datadog posted the faster year-over-year revenue change (32.2% vs 10.2%). Over the past eight quarters, Datadog's revenue compounded faster (24.9% CAGR vs 12.9%).
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.
Key is a Japanese visual novel studio known for making dramatic and plot-oriented titles. It was formed on July 21, 1998, as a brand under the publisher Visual Arts, and is located in Kita, Osaka.
DDOG vs KEY — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.0B | $1.9B |
| Net Profit | $52.6M | $522.0M |
| Gross Margin | 79.2% | — |
| Operating Margin | 21.5% | — |
| Net Margin | 5.2% | 26.8% |
| Revenue YoY | 32.2% | 10.2% |
| Net Profit YoY | 113.4% | 28.9% |
| EPS (diluted) | $0.15 | $0.44 |
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 | $1.9B | ||
| Q4 25 | $953.2M | $2.0B | ||
| Q3 25 | $885.7M | $1.9B | ||
| Q2 25 | $826.8M | $1.8B | ||
| Q1 25 | $761.6M | $1.8B | ||
| Q4 24 | $737.7M | $865.0M | ||
| Q3 24 | $690.0M | $695.0M | ||
| Q2 24 | $645.3M | $1.5B |
| Q1 26 | $52.6M | $522.0M | ||
| Q4 25 | $46.6M | $510.0M | ||
| Q3 25 | $33.9M | $489.0M | ||
| Q2 25 | $2.6M | $425.0M | ||
| Q1 25 | $24.6M | $405.0M | ||
| Q4 24 | $45.6M | $-244.0M | ||
| Q3 24 | $51.7M | $-410.0M | ||
| Q2 24 | $43.8M | $274.0M |
| 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% | — | ||
| Q4 25 | 1.0% | 32.3% | ||
| Q3 25 | -0.7% | 31.8% | ||
| Q2 25 | -4.3% | 29.3% | ||
| Q1 25 | -1.6% | 29.0% | ||
| Q4 24 | 1.3% | -92.6% | ||
| Q3 24 | 2.9% | -72.8% | ||
| Q2 24 | 2.0% | 22.0% |
| Q1 26 | 5.2% | 26.8% | ||
| Q4 25 | 4.9% | 25.4% | ||
| Q3 25 | 3.8% | 25.8% | ||
| Q2 25 | 0.3% | 23.1% | ||
| Q1 25 | 3.2% | 22.8% | ||
| Q4 24 | 6.2% | -54.7% | ||
| Q3 24 | 7.5% | -59.0% | ||
| Q2 24 | 6.8% | 18.0% |
| Q1 26 | $0.15 | $0.44 | ||
| Q4 25 | $0.13 | $0.43 | ||
| Q3 25 | $0.10 | $0.41 | ||
| Q2 25 | $0.01 | $0.35 | ||
| Q1 25 | $0.07 | $0.33 | ||
| Q4 24 | $0.14 | $-0.30 | ||
| Q3 24 | $0.14 | $-0.47 | ||
| Q2 24 | $0.12 | $0.25 |
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 | $11.8B |
| Total DebtLower is stronger | — | $10.9B |
| Stockholders' EquityBook value | $4.0B | $20.0B |
| Total Assets | $7.0B | $188.7B |
| Debt / EquityLower = less leverage | — | 0.54× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $426.4M | $11.8B | ||
| Q4 25 | $401.3M | $10.2B | ||
| Q3 25 | $540.6M | $13.3B | ||
| Q2 25 | $489.0M | $11.6B | ||
| Q1 25 | $1.1B | $15.3B | ||
| Q4 24 | $1.2B | $17.5B | ||
| Q3 24 | $337.4M | $22.8B | ||
| Q2 24 | $411.0M | $15.5B |
| Q1 26 | — | $10.9B | ||
| Q4 25 | — | $9.9B | ||
| Q3 25 | — | $10.9B | ||
| Q2 25 | — | $12.1B | ||
| Q1 25 | — | $12.4B | ||
| Q4 24 | — | $12.1B | ||
| Q3 24 | — | $15.7B | ||
| Q2 24 | — | $16.9B |
| Q1 26 | $4.0B | $20.0B | ||
| Q4 25 | $3.7B | $20.4B | ||
| Q3 25 | $3.4B | $20.1B | ||
| Q2 25 | $3.2B | $19.5B | ||
| Q1 25 | $2.9B | $19.0B | ||
| Q4 24 | $2.7B | $18.2B | ||
| Q3 24 | $2.6B | $16.9B | ||
| Q2 24 | $2.4B | $14.8B |
| Q1 26 | $7.0B | $188.7B | ||
| Q4 25 | $6.6B | $184.4B | ||
| Q3 25 | $6.1B | $187.4B | ||
| Q2 25 | $5.8B | $185.5B | ||
| Q1 25 | $6.0B | $188.7B | ||
| Q4 24 | $5.8B | $187.2B | ||
| Q3 24 | $4.6B | $189.8B | ||
| Q2 24 | $4.4B | $187.4B |
| Q1 26 | — | 0.54× | ||
| Q4 25 | — | 0.49× | ||
| Q3 25 | — | 0.54× | ||
| Q2 25 | — | 0.62× | ||
| Q1 25 | — | 0.65× | ||
| Q4 24 | — | 0.67× | ||
| Q3 24 | — | 0.93× | ||
| Q2 24 | — | 1.14× |
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 | $2.2B | ||
| Q3 25 | $251.5M | $396.0M | ||
| Q2 25 | $200.1M | $1.2B | ||
| Q1 25 | $271.5M | $-140.0M | ||
| Q4 24 | $265.2M | $664.0M | ||
| Q3 24 | $228.7M | $-1.2B | ||
| Q2 24 | $164.4M | $-217.0M |
| Q1 26 | $289.1M | — | ||
| Q4 25 | $318.2M | $2.1B | ||
| Q3 25 | $234.7M | $367.0M | ||
| Q2 25 | $184.9M | $1.2B | ||
| Q1 25 | $262.8M | $-150.0M | ||
| Q4 24 | $257.5M | $599.0M | ||
| Q3 24 | $220.3M | $-1.2B | ||
| Q2 24 | $160.0M | $-230.0M |
| Q1 26 | 28.7% | — | ||
| Q4 25 | 33.4% | 104.8% | ||
| Q3 25 | 26.5% | 19.4% | ||
| Q2 25 | 22.4% | 65.8% | ||
| Q1 25 | 34.5% | -8.5% | ||
| Q4 24 | 34.9% | 69.2% | ||
| Q3 24 | 31.9% | -175.8% | ||
| Q2 24 | 24.8% | -15.1% |
| Q1 26 | — | — | ||
| Q4 25 | 0.9% | 5.3% | ||
| Q3 25 | 1.9% | 1.5% | ||
| Q2 25 | 1.8% | 1.3% | ||
| Q1 25 | 1.1% | 0.6% | ||
| Q4 24 | 1.1% | 7.5% | ||
| Q3 24 | 1.2% | 2.4% | ||
| Q2 24 | 0.7% | 0.9% |
| Q1 26 | 6.36× | — | ||
| Q4 25 | 7.02× | 4.33× | ||
| Q3 25 | 7.42× | 0.81× | ||
| Q2 25 | 75.58× | 2.90× | ||
| Q1 25 | 11.02× | -0.35× | ||
| Q4 24 | 5.82× | — | ||
| Q3 24 | 4.42× | — | ||
| Q2 24 | 3.75× | -0.79× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DDOG
Segment breakdown not available.
KEY
| Net Interest Income | $1.2B | 63% |
| Noninterest Income | $723.0M | 37% |
