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Side-by-side financial comparison of Datadog (DDOG) and Life Time Group Holdings, Inc. (LTH). Click either name above to swap in a different company.
Datadog is the larger business by last-quarter revenue ($953.2M vs $745.1M, roughly 1.3× Life Time Group Holdings, Inc.). Life Time Group Holdings, Inc. runs the higher net margin — 16.5% vs 4.9%, a 11.6% gap on every dollar of revenue. On growth, Datadog posted the faster year-over-year revenue change (29.2% vs 12.3%). Datadog produced more free cash flow last quarter ($318.2M vs $-64.6M). Over the past eight quarters, Datadog's revenue compounded faster (24.9% CAGR vs 11.7%).
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.
Life Time Group Holdings, Inc. operates a network of premium athletic, fitness and wellness destinations across the United States. It offers diverse services including state-of-the-art gym facilities, group exercise classes, personal training, spa treatments, nutrition coaching, youth programs and co-working spaces for consumers pursuing holistic healthy lifestyles.
DDOG vs LTH — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $953.2M | $745.1M |
| Net Profit | $46.6M | $123.0M |
| Gross Margin | 80.4% | 49.1% |
| Operating Margin | 1.0% | 17.4% |
| Net Margin | 4.9% | 16.5% |
| Revenue YoY | 29.2% | 12.3% |
| Net Profit YoY | 2.1% | 231.0% |
| EPS (diluted) | $0.13 | $0.55 |
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 | $745.1M | ||
| Q3 25 | $885.7M | $782.6M | ||
| Q2 25 | $826.8M | $761.5M | ||
| Q1 25 | $761.6M | $706.0M | ||
| Q4 24 | $737.7M | $663.3M | ||
| Q3 24 | $690.0M | $693.2M | ||
| Q2 24 | $645.3M | $667.8M | ||
| Q1 24 | $611.3M | $596.7M |
| Q4 25 | $46.6M | $123.0M | ||
| Q3 25 | $33.9M | $102.4M | ||
| Q2 25 | $2.6M | $72.1M | ||
| Q1 25 | $24.6M | $76.1M | ||
| Q4 24 | $45.6M | $37.2M | ||
| Q3 24 | $51.7M | $41.4M | ||
| Q2 24 | $43.8M | $52.8M | ||
| Q1 24 | $42.6M | $24.9M |
| Q4 25 | 80.4% | 49.1% | ||
| Q3 25 | 80.1% | 47.1% | ||
| Q2 25 | 79.9% | 47.0% | ||
| Q1 25 | 79.3% | 47.5% | ||
| Q4 24 | 80.5% | 48.2% | ||
| Q3 24 | 80.0% | 46.5% | ||
| Q2 24 | 80.9% | 46.8% | ||
| Q1 24 | 82.0% | 46.1% |
| Q4 25 | 1.0% | 17.4% | ||
| Q3 25 | -0.7% | 17.3% | ||
| Q2 25 | -4.3% | 14.2% | ||
| Q1 25 | -1.6% | 15.2% | ||
| Q4 24 | 1.3% | 13.1% | ||
| Q3 24 | 2.9% | 13.5% | ||
| Q2 24 | 2.0% | 15.7% | ||
| Q1 24 | 2.0% | 12.1% |
| Q4 25 | 4.9% | 16.5% | ||
| Q3 25 | 3.8% | 13.1% | ||
| Q2 25 | 0.3% | 9.5% | ||
| Q1 25 | 3.2% | 10.8% | ||
| Q4 24 | 6.2% | 5.6% | ||
| Q3 24 | 7.5% | 6.0% | ||
| Q2 24 | 6.8% | 7.9% | ||
| Q1 24 | 7.0% | 4.2% |
| Q4 25 | $0.13 | $0.55 | ||
| Q3 25 | $0.10 | $0.45 | ||
| Q2 25 | $0.01 | $0.32 | ||
| Q1 25 | $0.07 | $0.34 | ||
| Q4 24 | $0.14 | $0.17 | ||
| Q3 24 | $0.14 | $0.19 | ||
| Q2 24 | $0.12 | $0.26 | ||
| Q1 24 | $0.12 | $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 | $204.8M |
| Total DebtLower is stronger | — | $1.5B |
| Stockholders' EquityBook value | $3.7B | $3.1B |
| Total Assets | $6.6B | $8.0B |
| Debt / EquityLower = less leverage | — | 0.48× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $401.3M | $204.8M | ||
| Q3 25 | $540.6M | $218.9M | ||
| Q2 25 | $489.0M | $175.5M | ||
| Q1 25 | $1.1B | $59.0M | ||
| Q4 24 | $1.2B | $10.9M | ||
| Q3 24 | $337.4M | $120.9M | ||
| Q2 24 | $411.0M | $34.5M | ||
| Q1 24 | $282.2M | $18.6M |
| Q4 25 | — | $1.5B | ||
| Q3 25 | — | $1.5B | ||
| Q2 25 | — | $1.5B | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | — | $1.7B | ||
| Q2 24 | — | $1.8B | ||
| Q1 24 | — | $2.0B |
| Q4 25 | $3.7B | $3.1B | ||
| Q3 25 | $3.4B | $3.0B | ||
| Q2 25 | $3.2B | $2.9B | ||
| Q1 25 | $2.9B | $2.7B | ||
| Q4 24 | $2.7B | $2.6B | ||
| Q3 24 | $2.6B | $2.6B | ||
| Q2 24 | $2.4B | $2.4B | ||
| Q1 24 | $2.2B | $2.3B |
| Q4 25 | $6.6B | $8.0B | ||
| Q3 25 | $6.1B | $7.8B | ||
| Q2 25 | $5.8B | $7.6B | ||
| Q1 25 | $6.0B | $7.3B | ||
| Q4 24 | $5.8B | $7.2B | ||
| Q3 24 | $4.6B | $7.2B | ||
| Q2 24 | $4.4B | $7.1B | ||
| Q1 24 | $4.1B | $7.1B |
| Q4 25 | — | 0.48× | ||
| Q3 25 | — | 0.51× | ||
| Q2 25 | — | 0.53× | ||
| Q1 25 | — | 0.56× | ||
| Q4 24 | — | 0.59× | ||
| Q3 24 | — | 0.64× | ||
| Q2 24 | — | 0.78× | ||
| Q1 24 | — | 0.87× |
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 | $239.9M |
| Free Cash FlowOCF − Capex | $318.2M | $-64.6M |
| FCF MarginFCF / Revenue | 33.4% | -8.7% |
| Capex IntensityCapex / Revenue | 0.9% | 40.9% |
| Cash ConversionOCF / Net Profit | 7.02× | 1.95× |
| TTM Free Cash FlowTrailing 4 quarters | $1.0B | $-21.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $327.1M | $239.9M | ||
| Q3 25 | $251.5M | $251.1M | ||
| Q2 25 | $200.1M | $195.7M | ||
| Q1 25 | $271.5M | $183.9M | ||
| Q4 24 | $265.2M | $163.1M | ||
| Q3 24 | $228.7M | $151.1M | ||
| Q2 24 | $164.4M | $170.4M | ||
| Q1 24 | $212.3M | $90.4M |
| Q4 25 | $318.2M | $-64.6M | ||
| Q3 25 | $234.7M | $28.6M | ||
| Q2 25 | $184.9M | $-26.3M | ||
| Q1 25 | $262.8M | $41.4M | ||
| Q4 24 | $257.5M | $26.8M | ||
| Q3 24 | $220.3M | $64.0M | ||
| Q2 24 | $160.0M | $26.1M | ||
| Q1 24 | $198.1M | $-66.4M |
| Q4 25 | 33.4% | -8.7% | ||
| Q3 25 | 26.5% | 3.7% | ||
| Q2 25 | 22.4% | -3.5% | ||
| Q1 25 | 34.5% | 5.9% | ||
| Q4 24 | 34.9% | 4.0% | ||
| Q3 24 | 31.9% | 9.2% | ||
| Q2 24 | 24.8% | 3.9% | ||
| Q1 24 | 32.4% | -11.1% |
| Q4 25 | 0.9% | 40.9% | ||
| Q3 25 | 1.9% | 28.4% | ||
| Q2 25 | 1.8% | 29.2% | ||
| Q1 25 | 1.1% | 20.2% | ||
| Q4 24 | 1.1% | 20.6% | ||
| Q3 24 | 1.2% | 12.6% | ||
| Q2 24 | 0.7% | 21.6% | ||
| Q1 24 | 2.3% | 26.3% |
| Q4 25 | 7.02× | 1.95× | ||
| Q3 25 | 7.42× | 2.45× | ||
| Q2 25 | 75.58× | 2.71× | ||
| Q1 25 | 11.02× | 2.41× | ||
| Q4 24 | 5.82× | 4.39× | ||
| Q3 24 | 4.42× | 3.65× | ||
| Q2 24 | 3.75× | 3.23× | ||
| Q1 24 | 4.98× | 3.63× |
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% |
LTH
| Membership | $535.1M | 72% |
| In Center | $191.2M | 26% |
| Other | $18.8M | 3% |
