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Side-by-side financial comparison of Datadog (DDOG) and KEMPER Corp (KMPR). Click either name above to swap in a different company.
KEMPER Corp is the larger business by last-quarter revenue ($1.1B vs $953.2M, roughly 1.2× Datadog). Datadog runs the higher net margin — 4.9% vs -0.7%, a 5.6% gap on every dollar of revenue. On growth, Datadog posted the faster year-over-year revenue change (29.2% vs -4.7%). Datadog produced more free cash flow last quarter ($318.2M vs $166.2M). Over the past eight quarters, Datadog's revenue compounded faster (24.9% CAGR vs -0.5%).
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.
Kemper Corporation is an American insurance provider with corporate headquarters located in Chicago, Illinois. With nearly $13 billion in assets, the Kemper family of companies provides insurance to individuals, families, and businesses.
DDOG vs KMPR — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $953.2M | $1.1B |
| Net Profit | $46.6M | $-8.0M |
| Gross Margin | 80.4% | — |
| Operating Margin | 1.0% | — |
| Net Margin | 4.9% | -0.7% |
| Revenue YoY | 29.2% | -4.7% |
| Net Profit YoY | 2.1% | -108.2% |
| EPS (diluted) | $0.13 | $-0.03 |
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 | $1.1B | ||
| Q3 25 | $885.7M | $1.2B | ||
| Q2 25 | $826.8M | $1.2B | ||
| Q1 25 | $761.6M | $1.2B | ||
| Q4 24 | $737.7M | $1.2B | ||
| Q3 24 | $690.0M | $1.2B | ||
| Q2 24 | $645.3M | $1.1B | ||
| Q1 24 | $611.3M | $1.1B |
| Q4 25 | $46.6M | $-8.0M | ||
| Q3 25 | $33.9M | $-21.0M | ||
| Q2 25 | $2.6M | $72.6M | ||
| Q1 25 | $24.6M | $99.7M | ||
| Q4 24 | $45.6M | $97.4M | ||
| Q3 24 | $51.7M | $73.7M | ||
| Q2 24 | $43.8M | $75.4M | ||
| Q1 24 | $42.6M | $71.3M |
| 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% | 11.2% | ||
| Q2 24 | 2.0% | 10.1% | ||
| Q1 24 | 2.0% | 7.6% |
| Q4 25 | 4.9% | -0.7% | ||
| Q3 25 | 3.8% | -1.7% | ||
| Q2 25 | 0.3% | 5.9% | ||
| Q1 25 | 3.2% | 8.4% | ||
| Q4 24 | 6.2% | 8.2% | ||
| Q3 24 | 7.5% | 6.3% | ||
| Q2 24 | 6.8% | 6.7% | ||
| Q1 24 | 7.0% | 6.2% |
| Q4 25 | $0.13 | $-0.03 | ||
| Q3 25 | $0.10 | $-0.34 | ||
| Q2 25 | $0.01 | $1.12 | ||
| Q1 25 | $0.07 | $1.54 | ||
| Q4 24 | $0.14 | $1.51 | ||
| Q3 24 | $0.14 | $1.14 | ||
| Q2 24 | $0.12 | $1.16 | ||
| Q1 24 | $0.12 | $1.10 |
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 | — | $943.5M |
| Stockholders' EquityBook value | $3.7B | $2.7B |
| Total Assets | $6.6B | $12.5B |
| Debt / EquityLower = less leverage | — | 0.35× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $401.3M | — | ||
| Q3 25 | $540.6M | $371.2M | ||
| Q2 25 | $489.0M | $407.6M | ||
| Q1 25 | $1.1B | $545.3M | ||
| Q4 24 | $1.2B | $1.0B | ||
| Q3 24 | $337.4M | $696.9M | ||
| Q2 24 | $411.0M | $539.1M | ||
| Q1 24 | $282.2M | $520.7M |
| Q4 25 | — | $943.5M | ||
| Q3 25 | — | $943.1M | ||
| Q2 25 | — | $942.6M | ||
| Q1 25 | — | $942.1M | ||
| Q4 24 | — | $1.4B | ||
| Q3 24 | — | $1.4B | ||
| Q2 24 | — | $1.4B | ||
| Q1 24 | — | $1.4B |
| Q4 25 | $3.7B | $2.7B | ||
| Q3 25 | $3.4B | $2.7B | ||
| Q2 25 | $3.2B | $370.0M | ||
| Q1 25 | $2.9B | $366.0M | ||
| Q4 24 | $2.7B | $2.8B | ||
| Q3 24 | $2.6B | $2.8B | ||
| Q2 24 | $2.4B | $358.0M | ||
| Q1 24 | $2.2B | $2.6B |
| Q4 25 | $6.6B | $12.5B | ||
| Q3 25 | $6.1B | $12.4B | ||
| Q2 25 | $5.8B | $12.6B | ||
| Q1 25 | $6.0B | $12.5B | ||
| Q4 24 | $5.8B | $12.6B | ||
| Q3 24 | $4.6B | $12.6B | ||
| Q2 24 | $4.4B | $12.6B | ||
| Q1 24 | $4.1B | $12.6B |
| Q4 25 | — | 0.35× | ||
| Q3 25 | — | 0.35× | ||
| Q2 25 | — | 2.55× | ||
| Q1 25 | — | 2.57× | ||
| Q4 24 | — | 0.50× | ||
| Q3 24 | — | 0.50× | ||
| Q2 24 | — | 3.88× | ||
| Q1 24 | — | 0.54× |
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 | $175.0M |
| Free Cash FlowOCF − Capex | $318.2M | $166.2M |
| FCF MarginFCF / Revenue | 33.4% | 14.7% |
| Capex IntensityCapex / Revenue | 0.9% | 0.8% |
| Cash ConversionOCF / Net Profit | 7.02× | — |
| TTM Free Cash FlowTrailing 4 quarters | $1.0B | $553.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $327.1M | $175.0M | ||
| Q3 25 | $251.5M | $139.9M | ||
| Q2 25 | $200.1M | $89.6M | ||
| Q1 25 | $271.5M | $180.0M | ||
| Q4 24 | $265.2M | $175.1M | ||
| Q3 24 | $228.7M | $141.9M | ||
| Q2 24 | $164.4M | $22.9M | ||
| Q1 24 | $212.3M | $43.0M |
| Q4 25 | $318.2M | $166.2M | ||
| Q3 25 | $234.7M | $133.4M | ||
| Q2 25 | $184.9M | $82.0M | ||
| Q1 25 | $262.8M | $172.3M | ||
| Q4 24 | $257.5M | $165.4M | ||
| Q3 24 | $220.3M | $131.4M | ||
| Q2 24 | $160.0M | $5.2M | ||
| Q1 24 | $198.1M | $27.7M |
| Q4 25 | 33.4% | 14.7% | ||
| Q3 25 | 26.5% | 10.8% | ||
| Q2 25 | 22.4% | 6.7% | ||
| Q1 25 | 34.5% | 14.4% | ||
| Q4 24 | 34.9% | 13.9% | ||
| Q3 24 | 31.9% | 11.1% | ||
| Q2 24 | 24.8% | 0.5% | ||
| Q1 24 | 32.4% | 2.4% |
| Q4 25 | 0.9% | 0.8% | ||
| Q3 25 | 1.9% | 0.5% | ||
| Q2 25 | 1.8% | 0.6% | ||
| Q1 25 | 1.1% | 0.6% | ||
| Q4 24 | 1.1% | 0.8% | ||
| Q3 24 | 1.2% | 0.9% | ||
| Q2 24 | 0.7% | 1.6% | ||
| Q1 24 | 2.3% | 1.3% |
| Q4 25 | 7.02× | — | ||
| Q3 25 | 7.42× | — | ||
| Q2 25 | 75.58× | 1.23× | ||
| Q1 25 | 11.02× | 1.81× | ||
| Q4 24 | 5.82× | 1.80× | ||
| Q3 24 | 4.42× | 1.93× | ||
| Q2 24 | 3.75× | 0.30× | ||
| Q1 24 | 4.98× | 0.60× |
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% |
KMPR
| Specialty Property Casualty Insurance Segment | $995.1M | 88% |
| Life Insurance Segment1 | $140.7M | 12% |
