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Side-by-side financial comparison of Datadog (DDOG) and LCI INDUSTRIES (LCII). Click either name above to swap in a different company.
Datadog is the larger business by last-quarter revenue ($953.2M vs $932.7M, roughly 1.0× LCI INDUSTRIES). Datadog runs the higher net margin — 4.9% vs 2.0%, a 2.9% gap on every dollar of revenue. On growth, Datadog posted the faster year-over-year revenue change (29.2% vs 16.1%). Datadog produced more free cash flow last quarter ($318.2M vs $64.3M). Over the past eight quarters, Datadog's revenue compounded faster (24.9% CAGR vs -1.8%).
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.
Lucky Core Industries Limited, formerly known as ICI Pakistan, is a Pakistani conglomerate company headquartered in Karachi. It manufactures polyester, pharmaceutical, agrochemical, soda ash, and veterinary medicine.
DDOG vs LCII — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $953.2M | $932.7M |
| Net Profit | $46.6M | $18.7M |
| Gross Margin | 80.4% | 22.1% |
| Operating Margin | 1.0% | 3.8% |
| Net Margin | 4.9% | 2.0% |
| Revenue YoY | 29.2% | 16.1% |
| Net Profit YoY | 2.1% | 95.7% |
| EPS (diluted) | $0.13 | $0.79 |
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 | $932.7M | ||
| Q3 25 | $885.7M | $1.0B | ||
| Q2 25 | $826.8M | $1.1B | ||
| Q1 25 | $761.6M | $1.0B | ||
| Q4 24 | $737.7M | $803.1M | ||
| Q3 24 | $690.0M | $915.5M | ||
| Q2 24 | $645.3M | $1.1B | ||
| Q1 24 | $611.3M | $968.0M |
| Q4 25 | $46.6M | $18.7M | ||
| Q3 25 | $33.9M | $62.5M | ||
| Q2 25 | $2.6M | $57.6M | ||
| Q1 25 | $24.6M | $49.4M | ||
| Q4 24 | $45.6M | $9.5M | ||
| Q3 24 | $51.7M | $35.6M | ||
| Q2 24 | $43.8M | $61.2M | ||
| Q1 24 | $42.6M | $36.5M |
| Q4 25 | 80.4% | 22.1% | ||
| Q3 25 | 80.1% | 24.4% | ||
| Q2 25 | 79.9% | 24.4% | ||
| Q1 25 | 79.3% | 24.1% | ||
| Q4 24 | 80.5% | 21.1% | ||
| Q3 24 | 80.0% | 24.0% | ||
| Q2 24 | 80.9% | 25.3% | ||
| Q1 24 | 82.0% | 23.1% |
| Q4 25 | 1.0% | 3.8% | ||
| Q3 25 | -0.7% | 7.3% | ||
| Q2 25 | -4.3% | 7.9% | ||
| Q1 25 | -1.6% | 7.8% | ||
| Q4 24 | 1.3% | 2.0% | ||
| Q3 24 | 2.9% | 5.9% | ||
| Q2 24 | 2.0% | 8.6% | ||
| Q1 24 | 2.0% | 6.0% |
| Q4 25 | 4.9% | 2.0% | ||
| Q3 25 | 3.8% | 6.0% | ||
| Q2 25 | 0.3% | 5.2% | ||
| Q1 25 | 3.2% | 4.7% | ||
| Q4 24 | 6.2% | 1.2% | ||
| Q3 24 | 7.5% | 3.9% | ||
| Q2 24 | 6.8% | 5.8% | ||
| Q1 24 | 7.0% | 3.8% |
| Q4 25 | $0.13 | $0.79 | ||
| Q3 25 | $0.10 | $2.55 | ||
| Q2 25 | $0.01 | $2.29 | ||
| Q1 25 | $0.07 | $1.94 | ||
| Q4 24 | $0.14 | $0.37 | ||
| Q3 24 | $0.14 | $1.39 | ||
| Q2 24 | $0.12 | $2.40 | ||
| Q1 24 | $0.12 | $1.44 |
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 | $222.6M |
| Total DebtLower is stronger | — | $945.2M |
| Stockholders' EquityBook value | $3.7B | $1.4B |
| Total Assets | $6.6B | $3.2B |
| Debt / EquityLower = less leverage | — | 0.69× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $401.3M | $222.6M | ||
| Q3 25 | $540.6M | $199.7M | ||
| Q2 25 | $489.0M | $191.9M | ||
| Q1 25 | $1.1B | $231.2M | ||
| Q4 24 | $1.2B | $165.8M | ||
| Q3 24 | $337.4M | $161.2M | ||
| Q2 24 | $411.0M | $130.4M | ||
| Q1 24 | $282.2M | $22.6M |
| Q4 25 | — | $945.2M | ||
| Q3 25 | — | $947.8M | ||
| Q2 25 | — | $948.0M | ||
| Q1 25 | — | $938.3M | ||
| Q4 24 | — | $757.3M | ||
| Q3 24 | — | $822.5M | ||
| Q2 24 | — | $829.7M | ||
| Q1 24 | — | $855.3M |
| Q4 25 | $3.7B | $1.4B | ||
| Q3 25 | $3.4B | $1.4B | ||
| Q2 25 | $3.2B | $1.4B | ||
| Q1 25 | $2.9B | $1.4B | ||
| Q4 24 | $2.7B | $1.4B | ||
| Q3 24 | $2.6B | $1.4B | ||
| Q2 24 | $2.4B | $1.4B | ||
| Q1 24 | $2.2B | $1.4B |
| Q4 25 | $6.6B | $3.2B | ||
| Q3 25 | $6.1B | $3.2B | ||
| Q2 25 | $5.8B | $3.2B | ||
| Q1 25 | $6.0B | $3.1B | ||
| Q4 24 | $5.8B | $2.9B | ||
| Q3 24 | $4.6B | $3.0B | ||
| Q2 24 | $4.4B | $3.0B | ||
| Q1 24 | $4.1B | $3.0B |
| Q4 25 | — | 0.69× | ||
| Q3 25 | — | 0.70× | ||
| Q2 25 | — | 0.68× | ||
| Q1 25 | — | 0.69× | ||
| Q4 24 | — | 0.55× | ||
| Q3 24 | — | 0.58× | ||
| Q2 24 | — | 0.60× | ||
| Q1 24 | — | 0.63× |
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 | $78.9M |
| Free Cash FlowOCF − Capex | $318.2M | $64.3M |
| FCF MarginFCF / Revenue | 33.4% | 6.9% |
| Capex IntensityCapex / Revenue | 0.9% | 1.6% |
| Cash ConversionOCF / Net Profit | 7.02× | 4.22× |
| TTM Free Cash FlowTrailing 4 quarters | $1.0B | $278.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $327.1M | $78.9M | ||
| Q3 25 | $251.5M | $97.2M | ||
| Q2 25 | $200.1M | $112.2M | ||
| Q1 25 | $271.5M | $42.7M | ||
| Q4 24 | $265.2M | $106.6M | ||
| Q3 24 | $228.7M | $78.4M | ||
| Q2 24 | $164.4M | $192.9M | ||
| Q1 24 | $212.3M | $-7.7M |
| Q4 25 | $318.2M | $64.3M | ||
| Q3 25 | $234.7M | $80.9M | ||
| Q2 25 | $184.9M | $99.5M | ||
| Q1 25 | $262.8M | $33.7M | ||
| Q4 24 | $257.5M | $95.7M | ||
| Q3 24 | $220.3M | $68.3M | ||
| Q2 24 | $160.0M | $180.2M | ||
| Q1 24 | $198.1M | $-16.3M |
| Q4 25 | 33.4% | 6.9% | ||
| Q3 25 | 26.5% | 7.8% | ||
| Q2 25 | 22.4% | 9.0% | ||
| Q1 25 | 34.5% | 3.2% | ||
| Q4 24 | 34.9% | 11.9% | ||
| Q3 24 | 31.9% | 7.5% | ||
| Q2 24 | 24.8% | 17.1% | ||
| Q1 24 | 32.4% | -1.7% |
| Q4 25 | 0.9% | 1.6% | ||
| Q3 25 | 1.9% | 1.6% | ||
| Q2 25 | 1.8% | 1.2% | ||
| Q1 25 | 1.1% | 0.9% | ||
| Q4 24 | 1.1% | 1.4% | ||
| Q3 24 | 1.2% | 1.1% | ||
| Q2 24 | 0.7% | 1.2% | ||
| Q1 24 | 2.3% | 0.9% |
| Q4 25 | 7.02× | 4.22× | ||
| Q3 25 | 7.42× | 1.55× | ||
| Q2 25 | 75.58× | 1.95× | ||
| Q1 25 | 11.02× | 0.86× | ||
| Q4 24 | 5.82× | 11.17× | ||
| Q3 24 | 4.42× | 2.20× | ||
| Q2 24 | 3.75× | 3.15× | ||
| 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% |
LCII
| Travel Trailer And Fifth Wheels | $378.4M | 41% |
| Chassis Chassis Partsand Slideout Mechanisms | $206.1M | 22% |
| Furnitureand Mattresses | $120.4M | 13% |
| Appliances | $69.9M | 7% |
| Other Products | $69.1M | 7% |
| Axlesand Suspension Solutions | $62.3M | 7% |
| Motorhomes | $34.2M | 4% |
