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Side-by-side financial comparison of Datadog (DDOG) and Mid-America Apartment Communities (MAA). Click either name above to swap in a different company.
Datadog is the larger business by last-quarter revenue ($953.2M vs $555.6M, roughly 1.7× Mid-America Apartment Communities). Mid-America Apartment Communities runs the higher net margin — 10.4% vs 4.9%, a 5.5% gap on every dollar of revenue. On growth, Datadog posted the faster year-over-year revenue change (29.2% vs 1.0%). Datadog produced more free cash flow last quarter ($318.2M vs $158.6M). Over the past eight quarters, Datadog's revenue compounded faster (24.9% CAGR vs 1.1%).
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.
Mid-America Apartment Communities, Inc. (MAA) is a publicly traded real estate investment trust based in Memphis, Tennessee that invests in apartments in the Southeastern United States and the Southwestern United States.
DDOG vs MAA — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $953.2M | $555.6M |
| Net Profit | $46.6M | $57.6M |
| Gross Margin | 80.4% | — |
| Operating Margin | 1.0% | 10.4% |
| Net Margin | 4.9% | 10.4% |
| Revenue YoY | 29.2% | 1.0% |
| Net Profit YoY | 2.1% | -65.5% |
| EPS (diluted) | $0.13 | $0.48 |
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 | $555.6M | ||
| Q3 25 | $885.7M | $554.4M | ||
| Q2 25 | $826.8M | $549.9M | ||
| Q1 25 | $761.6M | $549.3M | ||
| Q4 24 | $737.7M | $549.8M | ||
| Q3 24 | $690.0M | $551.1M | ||
| Q2 24 | $645.3M | $546.4M | ||
| Q1 24 | $611.3M | $543.6M |
| Q4 25 | $46.6M | $57.6M | ||
| Q3 25 | $33.9M | $99.5M | ||
| Q2 25 | $2.6M | $108.1M | ||
| Q1 25 | $24.6M | $181.7M | ||
| Q4 24 | $45.6M | $166.6M | ||
| Q3 24 | $51.7M | $115.2M | ||
| Q2 24 | $43.8M | $102.0M | ||
| Q1 24 | $42.6M | $143.7M |
| 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% | 10.4% | ||
| Q3 25 | -0.7% | 18.7% | ||
| Q2 25 | -4.3% | 20.2% | ||
| Q1 25 | -1.6% | 34.0% | ||
| Q4 24 | 1.3% | 31.3% | ||
| Q3 24 | 2.9% | 21.5% | ||
| Q2 24 | 2.0% | 19.3% | ||
| Q1 24 | 2.0% | 27.4% |
| Q4 25 | 4.9% | 10.4% | ||
| Q3 25 | 3.8% | 18.0% | ||
| Q2 25 | 0.3% | 19.7% | ||
| Q1 25 | 3.2% | 33.1% | ||
| Q4 24 | 6.2% | 30.3% | ||
| Q3 24 | 7.5% | 20.9% | ||
| Q2 24 | 6.8% | 18.7% | ||
| Q1 24 | 7.0% | 26.4% |
| Q4 25 | $0.13 | $0.48 | ||
| Q3 25 | $0.10 | $0.84 | ||
| Q2 25 | $0.01 | $0.92 | ||
| Q1 25 | $0.07 | $1.54 | ||
| Q4 24 | $0.14 | $1.43 | ||
| Q3 24 | $0.14 | $0.98 | ||
| Q2 24 | $0.12 | $0.86 | ||
| Q1 24 | $0.12 | $1.22 |
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 | $60.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $3.7B | $5.7B |
| Total Assets | $6.6B | $12.0B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $401.3M | $60.3M | ||
| Q3 25 | $540.6M | $32.2M | ||
| Q2 25 | $489.0M | $54.5M | ||
| Q1 25 | $1.1B | $55.8M | ||
| Q4 24 | $1.2B | $43.0M | ||
| Q3 24 | $337.4M | $50.2M | ||
| Q2 24 | $411.0M | $62.8M | ||
| Q1 24 | $282.2M | $54.6M |
| Q4 25 | $3.7B | $5.7B | ||
| Q3 25 | $3.4B | $5.8B | ||
| Q2 25 | $3.2B | $5.9B | ||
| Q1 25 | $2.9B | $5.9B | ||
| Q4 24 | $2.7B | $5.9B | ||
| Q3 24 | $2.6B | $5.9B | ||
| Q2 24 | $2.4B | $6.0B | ||
| Q1 24 | $2.2B | $6.1B |
| Q4 25 | $6.6B | $12.0B | ||
| Q3 25 | $6.1B | $11.9B | ||
| Q2 25 | $5.8B | $11.8B | ||
| Q1 25 | $6.0B | $11.8B | ||
| Q4 24 | $5.8B | $11.8B | ||
| Q3 24 | $4.6B | $11.8B | ||
| Q2 24 | $4.4B | $11.6B | ||
| Q1 24 | $4.1B | $11.5B |
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 | $261.7M |
| Free Cash FlowOCF − Capex | $318.2M | $158.6M |
| FCF MarginFCF / Revenue | 33.4% | 28.5% |
| Capex IntensityCapex / Revenue | 0.9% | 18.6% |
| Cash ConversionOCF / Net Profit | 7.02× | 4.55× |
| TTM Free Cash FlowTrailing 4 quarters | $1.0B | $717.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $327.1M | $261.7M | ||
| Q3 25 | $251.5M | $266.4M | ||
| Q2 25 | $200.1M | $353.4M | ||
| Q1 25 | $271.5M | $196.6M | ||
| Q4 24 | $265.2M | $239.1M | ||
| Q3 24 | $228.7M | $309.5M | ||
| Q2 24 | $164.4M | $349.4M | ||
| Q1 24 | $212.3M | $200.3M |
| Q4 25 | $318.2M | $158.6M | ||
| Q3 25 | $234.7M | $170.8M | ||
| Q2 25 | $184.9M | $264.5M | ||
| Q1 25 | $262.8M | $124.0M | ||
| Q4 24 | $257.5M | $152.6M | ||
| Q3 24 | $220.3M | $215.5M | ||
| Q2 24 | $160.0M | $259.7M | ||
| Q1 24 | $198.1M | $148.2M |
| Q4 25 | 33.4% | 28.5% | ||
| Q3 25 | 26.5% | 30.8% | ||
| Q2 25 | 22.4% | 48.1% | ||
| Q1 25 | 34.5% | 22.6% | ||
| Q4 24 | 34.9% | 27.8% | ||
| Q3 24 | 31.9% | 39.1% | ||
| Q2 24 | 24.8% | 47.5% | ||
| Q1 24 | 32.4% | 27.3% |
| Q4 25 | 0.9% | 18.6% | ||
| Q3 25 | 1.9% | 17.2% | ||
| Q2 25 | 1.8% | 16.2% | ||
| Q1 25 | 1.1% | 13.2% | ||
| Q4 24 | 1.1% | 15.7% | ||
| Q3 24 | 1.2% | 17.1% | ||
| Q2 24 | 0.7% | 16.4% | ||
| Q1 24 | 2.3% | 9.6% |
| Q4 25 | 7.02× | 4.55× | ||
| Q3 25 | 7.42× | 2.68× | ||
| Q2 25 | 75.58× | 3.27× | ||
| Q1 25 | 11.02× | 1.08× | ||
| Q4 24 | 5.82× | 1.43× | ||
| Q3 24 | 4.42× | 2.69× | ||
| Q2 24 | 3.75× | 3.43× | ||
| Q1 24 | 4.98× | 1.39× |
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% |
MAA
| Same Store | $515.5M | 93% |
| Non Same Store And Other | $36.8M | 7% |
