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Side-by-side financial comparison of Datadog (DDOG) and Liberty Energy Inc. (LBRT). Click either name above to swap in a different company.
Liberty Energy Inc. is the larger business by last-quarter revenue ($1.0B vs $953.2M, roughly 1.1× Datadog). Datadog runs the higher net margin — 4.9% vs 2.2%, a 2.7% gap on every dollar of revenue. On growth, Datadog posted the faster year-over-year revenue change (29.2% vs 4.5%). Over the past eight quarters, Datadog's revenue compounded faster (24.9% CAGR vs -6.2%).
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.
Liberty Energy Inc. is a North American energy services provider specializing in hydraulic fracturing and well completion solutions for oil and gas operators. It serves clients across major U.S. shale basins, offering low-emission equipment and tailored support to optimize well productivity.
DDOG vs LBRT — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $953.2M | $1.0B |
| Net Profit | $46.6M | $22.6M |
| Gross Margin | 80.4% | — |
| Operating Margin | 1.0% | 2.2% |
| Net Margin | 4.9% | 2.2% |
| Revenue YoY | 29.2% | 4.5% |
| Net Profit YoY | 2.1% | — |
| EPS (diluted) | $0.13 | $0.14 |
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 | ||
| Q4 25 | $953.2M | $1.0B | ||
| Q3 25 | $885.7M | $947.4M | ||
| Q2 25 | $826.8M | $1.0B | ||
| Q1 25 | $761.6M | $977.5M | ||
| Q4 24 | $737.7M | $943.6M | ||
| Q3 24 | $690.0M | $1.1B | ||
| Q2 24 | $645.3M | $1.2B |
| Q1 26 | — | $22.6M | ||
| Q4 25 | $46.6M | $13.7M | ||
| Q3 25 | $33.9M | $43.1M | ||
| Q2 25 | $2.6M | $71.0M | ||
| Q1 25 | $24.6M | $20.1M | ||
| Q4 24 | $45.6M | $51.9M | ||
| Q3 24 | $51.7M | $73.8M | ||
| Q2 24 | $43.8M | $108.4M |
| Q1 26 | — | — | ||
| Q4 25 | 80.4% | 20.6% | ||
| Q3 25 | 80.1% | 18.7% | ||
| Q2 25 | 79.9% | 22.1% | ||
| Q1 25 | 79.3% | 22.1% | ||
| Q4 24 | 80.5% | 21.4% | ||
| Q3 24 | 80.0% | 26.2% | ||
| Q2 24 | 80.9% | 27.9% |
| Q1 26 | — | 2.2% | ||
| Q4 25 | 1.0% | 1.9% | ||
| Q3 25 | -0.7% | -0.3% | ||
| Q2 25 | -4.3% | 3.6% | ||
| Q1 25 | -1.6% | 1.9% | ||
| Q4 24 | 1.3% | 2.6% | ||
| Q3 24 | 2.9% | 9.4% | ||
| Q2 24 | 2.0% | 12.2% |
| Q1 26 | — | 2.2% | ||
| Q4 25 | 4.9% | 1.3% | ||
| Q3 25 | 3.8% | 4.5% | ||
| Q2 25 | 0.3% | 6.8% | ||
| Q1 25 | 3.2% | 2.1% | ||
| Q4 24 | 6.2% | 5.5% | ||
| Q3 24 | 7.5% | 6.5% | ||
| Q2 24 | 6.8% | 9.3% |
| Q1 26 | — | $0.14 | ||
| Q4 25 | $0.13 | $0.08 | ||
| Q3 25 | $0.10 | $0.26 | ||
| Q2 25 | $0.01 | $0.43 | ||
| Q1 25 | $0.07 | $0.12 | ||
| Q4 24 | $0.14 | $0.31 | ||
| Q3 24 | $0.14 | $0.44 | ||
| Q2 24 | $0.12 | $0.64 |
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 | $699.1M |
| Total DebtLower is stronger | — | $7.1M |
| Stockholders' EquityBook value | $3.7B | $1.9B |
| Total Assets | $6.6B | $4.4B |
| Debt / EquityLower = less leverage | — | 0.00× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $699.1M | ||
| Q4 25 | $401.3M | $27.6M | ||
| Q3 25 | $540.6M | $13.5M | ||
| Q2 25 | $489.0M | $19.6M | ||
| Q1 25 | $1.1B | $24.1M | ||
| Q4 24 | $1.2B | $20.0M | ||
| Q3 24 | $337.4M | $23.0M | ||
| Q2 24 | $411.0M | $30.0M |
| Q1 26 | — | $7.1M | ||
| Q4 25 | — | $246.6M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $190.5M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $1.9B | ||
| Q4 25 | $3.7B | $2.1B | ||
| Q3 25 | $3.4B | $2.1B | ||
| Q2 25 | $3.2B | $2.0B | ||
| Q1 25 | $2.9B | $2.0B | ||
| Q4 24 | $2.7B | $2.0B | ||
| Q3 24 | $2.6B | $2.0B | ||
| Q2 24 | $2.4B | $1.9B |
| Q1 26 | — | $4.4B | ||
| Q4 25 | $6.6B | $3.6B | ||
| Q3 25 | $6.1B | $3.5B | ||
| Q2 25 | $5.8B | $3.4B | ||
| Q1 25 | $6.0B | $3.4B | ||
| Q4 24 | $5.8B | $3.3B | ||
| Q3 24 | $4.6B | $3.3B | ||
| Q2 24 | $4.4B | $3.2B |
| Q1 26 | — | 0.00× | ||
| Q4 25 | — | 0.12× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.10× | ||
| 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% | 13.1% |
| 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 | $195.4M | ||
| Q3 25 | $251.5M | $51.5M | ||
| Q2 25 | $200.1M | $170.6M | ||
| Q1 25 | $271.5M | $192.1M | ||
| Q4 24 | $265.2M | $177.3M | ||
| Q3 24 | $228.7M | $244.5M | ||
| Q2 24 | $164.4M | $248.2M |
| Q1 26 | — | — | ||
| Q4 25 | $318.2M | $-10.0M | ||
| Q3 25 | $234.7M | $-67.2M | ||
| Q2 25 | $184.9M | $33.1M | ||
| Q1 25 | $262.8M | $58.2M | ||
| Q4 24 | $257.5M | $-26.2M | ||
| Q3 24 | $220.3M | $77.9M | ||
| Q2 24 | $160.0M | $112.2M |
| Q1 26 | — | — | ||
| Q4 25 | 33.4% | -1.0% | ||
| Q3 25 | 26.5% | -7.1% | ||
| Q2 25 | 22.4% | 3.2% | ||
| Q1 25 | 34.5% | 6.0% | ||
| Q4 24 | 34.9% | -2.8% | ||
| Q3 24 | 31.9% | 6.8% | ||
| Q2 24 | 24.8% | 9.7% |
| Q1 26 | — | 13.1% | ||
| Q4 25 | 0.9% | 19.8% | ||
| Q3 25 | 1.9% | 12.5% | ||
| Q2 25 | 1.8% | 13.2% | ||
| Q1 25 | 1.1% | 13.7% | ||
| Q4 24 | 1.1% | 21.6% | ||
| Q3 24 | 1.2% | 14.6% | ||
| Q2 24 | 0.7% | 11.7% |
| Q1 26 | — | — | ||
| Q4 25 | 7.02× | 14.28× | ||
| Q3 25 | 7.42× | 1.20× | ||
| Q2 25 | 75.58× | 2.40× | ||
| Q1 25 | 11.02× | 9.55× | ||
| Q4 24 | 5.82× | 3.42× | ||
| Q3 24 | 4.42× | 3.31× | ||
| Q2 24 | 3.75× | 2.29× |
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% |
LBRT
Segment breakdown not available.
