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Side-by-side financial comparison of Datadog (DDOG) and Kimco Realty (KIM). Click either name above to swap in a different company.
Datadog is the larger business by last-quarter revenue ($953.2M vs $558.0M, roughly 1.7× Kimco Realty). Kimco Realty runs the higher net margin — 29.8% vs 4.9%, a 24.9% gap on every dollar of revenue. On growth, Datadog posted the faster year-over-year revenue change (29.2% vs 4.0%). Over the past eight quarters, Datadog's revenue compounded faster (24.9% CAGR vs 5.6%).
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.
Kimco Realty Corporation, headquartered in Jericho, New York, is a real estate investment trust that invests in shopping centers.
DDOG vs KIM — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $953.2M | $558.0M |
| Net Profit | $46.6M | $166.3M |
| Gross Margin | 80.4% | — |
| Operating Margin | 1.0% | 37.2% |
| Net Margin | 4.9% | 29.8% |
| Revenue YoY | 29.2% | 4.0% |
| Net Profit YoY | 2.1% | 23.7% |
| EPS (diluted) | $0.13 | $0.46 |
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 | — | $558.0M | ||
| Q4 25 | $953.2M | $542.5M | ||
| Q3 25 | $885.7M | $535.9M | ||
| Q2 25 | $826.8M | $525.2M | ||
| Q1 25 | $761.6M | $536.6M | ||
| Q4 24 | $737.7M | $525.4M | ||
| Q3 24 | $690.0M | $507.6M | ||
| Q2 24 | $645.3M | $500.2M |
| Q1 26 | — | $166.3M | ||
| Q4 25 | $46.6M | $151.2M | ||
| Q3 25 | $33.9M | $137.8M | ||
| Q2 25 | $2.6M | $163.0M | ||
| Q1 25 | $24.6M | $132.8M | ||
| Q4 24 | $45.6M | $166.0M | ||
| Q3 24 | $51.7M | $136.0M | ||
| Q2 24 | $43.8M | $119.7M |
| Q1 26 | — | — | ||
| 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 | — | 37.2% | ||
| Q4 25 | 1.0% | 36.4% | ||
| Q3 25 | -0.7% | 34.9% | ||
| Q2 25 | -4.3% | 39.2% | ||
| Q1 25 | -1.6% | 33.6% | ||
| Q4 24 | 1.3% | 31.7% | ||
| Q3 24 | 2.9% | 33.7% | ||
| Q2 24 | 2.0% | 32.1% |
| Q1 26 | — | 29.8% | ||
| Q4 25 | 4.9% | 27.9% | ||
| Q3 25 | 3.8% | 25.7% | ||
| Q2 25 | 0.3% | 31.0% | ||
| Q1 25 | 3.2% | 24.8% | ||
| Q4 24 | 6.2% | 31.6% | ||
| Q3 24 | 7.5% | 26.8% | ||
| Q2 24 | 6.8% | 23.9% |
| Q1 26 | — | $0.46 | ||
| Q4 25 | $0.13 | — | ||
| Q3 25 | $0.10 | — | ||
| Q2 25 | $0.01 | — | ||
| Q1 25 | $0.07 | — | ||
| Q4 24 | $0.14 | — | ||
| Q3 24 | $0.14 | — | ||
| Q2 24 | $0.12 | — |
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 | $10.4B |
| Total Assets | $6.6B | $19.6B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $401.3M | $211.6M | ||
| Q3 25 | $540.6M | $159.3M | ||
| Q2 25 | $489.0M | $226.6M | ||
| Q1 25 | $1.1B | $131.3M | ||
| Q4 24 | $1.2B | $688.6M | ||
| Q3 24 | $337.4M | $789.0M | ||
| Q2 24 | $411.0M | $126.4M |
| Q1 26 | — | — | ||
| Q4 25 | — | $7.7B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $8.0B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $10.4B | ||
| Q4 25 | $3.7B | $10.4B | ||
| Q3 25 | $3.4B | $10.5B | ||
| Q2 25 | $3.2B | $10.5B | ||
| Q1 25 | $2.9B | $10.6B | ||
| Q4 24 | $2.7B | $10.7B | ||
| Q3 24 | $2.6B | $10.5B | ||
| Q2 24 | $2.4B | $10.6B |
| Q1 26 | — | $19.6B | ||
| Q4 25 | $6.6B | $19.7B | ||
| Q3 25 | $6.1B | $19.9B | ||
| Q2 25 | $5.8B | $19.8B | ||
| Q1 25 | $6.0B | $19.7B | ||
| Q4 24 | $5.8B | $20.3B | ||
| Q3 24 | $4.6B | $20.1B | ||
| Q2 24 | $4.4B | $19.5B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.74× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.75× | ||
| 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 | $327.1M | — |
| Free Cash FlowOCF − Capex | $318.2M | — |
| FCF MarginFCF / Revenue | 33.4% | — |
| Capex IntensityCapex / Revenue | 0.9% | — |
| Cash ConversionOCF / Net Profit | 7.02× | — |
| TTM Free Cash FlowTrailing 4 quarters | $1.0B | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $327.1M | $258.4M | ||
| Q3 25 | $251.5M | $332.4M | ||
| Q2 25 | $200.1M | $305.4M | ||
| Q1 25 | $271.5M | $223.8M | ||
| Q4 24 | $265.2M | $239.5M | ||
| Q3 24 | $228.7M | $295.9M | ||
| Q2 24 | $164.4M | $294.1M |
| Q1 26 | — | — | ||
| Q4 25 | $318.2M | — | ||
| Q3 25 | $234.7M | — | ||
| Q2 25 | $184.9M | — | ||
| Q1 25 | $262.8M | $205.4M | ||
| Q4 24 | $257.5M | — | ||
| Q3 24 | $220.3M | — | ||
| Q2 24 | $160.0M | — |
| Q1 26 | — | — | ||
| Q4 25 | 33.4% | — | ||
| Q3 25 | 26.5% | — | ||
| Q2 25 | 22.4% | — | ||
| Q1 25 | 34.5% | 38.3% | ||
| Q4 24 | 34.9% | — | ||
| Q3 24 | 31.9% | — | ||
| Q2 24 | 24.8% | — |
| Q1 26 | — | — | ||
| Q4 25 | 0.9% | 0.0% | ||
| Q3 25 | 1.9% | 0.0% | ||
| Q2 25 | 1.8% | 0.0% | ||
| Q1 25 | 1.1% | 3.4% | ||
| Q4 24 | 1.1% | — | ||
| Q3 24 | 1.2% | — | ||
| Q2 24 | 0.7% | — |
| Q1 26 | — | — | ||
| Q4 25 | 7.02× | 1.71× | ||
| Q3 25 | 7.42× | 2.41× | ||
| Q2 25 | 75.58× | 1.87× | ||
| Q1 25 | 11.02× | 1.69× | ||
| Q4 24 | 5.82× | 1.44× | ||
| Q3 24 | 4.42× | 2.18× | ||
| Q2 24 | 3.75× | 2.46× |
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% |
KIM
| Revenues from rental properties, net | $552.8M | 99% |
| Management and other fee income | $5.2M | 1% |
