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Side-by-side financial comparison of Datadog (DDOG) and Magnera Corp (MAGN). Click either name above to swap in a different company.
Datadog is the larger business by last-quarter revenue ($953.2M vs $792.0M, roughly 1.2× Magnera Corp). Datadog runs the higher net margin — 4.9% vs -4.3%, a 9.2% gap on every dollar of revenue. On growth, Datadog posted the faster year-over-year revenue change (29.2% vs 12.8%). Datadog produced more free cash flow last quarter ($318.2M vs $-13.0M). Over the past eight quarters, Magnera Corp's revenue compounded faster (54.9% CAGR vs 24.9%).
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.
DDOG vs MAGN — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $953.2M | $792.0M |
| Net Profit | $46.6M | $-34.0M |
| Gross Margin | 80.4% | 12.2% |
| Operating Margin | 1.0% | 1.8% |
| Net Margin | 4.9% | -4.3% |
| Revenue YoY | 29.2% | 12.8% |
| Net Profit YoY | 2.1% | 43.3% |
| EPS (diluted) | $0.13 | $-0.95 |
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 | $792.0M | ||
| Q3 25 | $885.7M | — | ||
| Q2 25 | $826.8M | $839.0M | ||
| Q1 25 | $761.6M | $824.0M | ||
| Q4 24 | $737.7M | $702.0M | ||
| Q3 24 | $690.0M | $332.1M | ||
| Q2 24 | $645.3M | $556.0M | ||
| Q1 24 | $611.3M | $558.0M |
| Q4 25 | $46.6M | $-34.0M | ||
| Q3 25 | $33.9M | — | ||
| Q2 25 | $2.6M | $-18.0M | ||
| Q1 25 | $24.6M | $-41.0M | ||
| Q4 24 | $45.6M | $-60.0M | ||
| Q3 24 | $51.7M | $-15.2M | ||
| Q2 24 | $43.8M | $19.0M | ||
| Q1 24 | $42.6M | $14.0M |
| Q4 25 | 80.4% | 12.2% | ||
| Q3 25 | 80.1% | — | ||
| Q2 25 | 79.9% | 10.7% | ||
| Q1 25 | 79.3% | 10.7% | ||
| Q4 24 | 80.5% | 10.1% | ||
| Q3 24 | 80.0% | 10.7% | ||
| Q2 24 | 80.9% | 6.6% | ||
| Q1 24 | 82.0% | 6.2% |
| Q4 25 | 1.0% | 1.8% | ||
| Q3 25 | -0.7% | — | ||
| Q2 25 | -4.3% | 1.5% | ||
| Q1 25 | -1.6% | 0.5% | ||
| Q4 24 | 1.3% | -3.1% | ||
| Q3 24 | 2.9% | 0.9% | ||
| Q2 24 | 2.0% | 3.1% | ||
| Q1 24 | 2.0% | 3.8% |
| Q4 25 | 4.9% | -4.3% | ||
| Q3 25 | 3.8% | — | ||
| Q2 25 | 0.3% | -2.1% | ||
| Q1 25 | 3.2% | -5.0% | ||
| Q4 24 | 6.2% | -8.5% | ||
| Q3 24 | 7.5% | -4.6% | ||
| Q2 24 | 6.8% | 3.4% | ||
| Q1 24 | 7.0% | 2.5% |
| Q4 25 | $0.13 | $-0.95 | ||
| Q3 25 | $0.10 | — | ||
| Q2 25 | $0.01 | $-0.51 | ||
| Q1 25 | $0.07 | $-1.15 | ||
| Q4 24 | $0.14 | $-1.69 | ||
| Q3 24 | $0.14 | $-0.33 | ||
| Q2 24 | $0.12 | $0.60 | ||
| Q1 24 | $0.12 | $0.44 |
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 | $264.0M |
| Total DebtLower is stronger | — | $1.9B |
| Stockholders' EquityBook value | $3.7B | $1.0B |
| Total Assets | $6.6B | $3.9B |
| Debt / EquityLower = less leverage | — | 1.86× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $401.3M | $264.0M | ||
| Q3 25 | $540.6M | — | ||
| Q2 25 | $489.0M | $276.0M | ||
| Q1 25 | $1.1B | $282.0M | ||
| Q4 24 | $1.2B | $215.0M | ||
| Q3 24 | $337.4M | $230.0M | ||
| Q2 24 | $411.0M | $33.9M | ||
| Q1 24 | $282.2M | $30.2M |
| Q4 25 | — | $1.9B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $2.0B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | — | $877.4M | ||
| Q1 24 | — | $884.7M |
| Q4 25 | $3.7B | $1.0B | ||
| Q3 25 | $3.4B | — | ||
| Q2 25 | $3.2B | $1.1B | ||
| Q1 25 | $2.9B | $1.1B | ||
| Q4 24 | $2.7B | $1.1B | ||
| Q3 24 | $2.6B | $2.1B | ||
| Q2 24 | $2.4B | $2.4B | ||
| Q1 24 | $2.2B | $2.4B |
| Q4 25 | $6.6B | $3.9B | ||
| Q3 25 | $6.1B | — | ||
| Q2 25 | $5.8B | $4.1B | ||
| Q1 25 | $6.0B | $4.1B | ||
| Q4 24 | $5.8B | $4.0B | ||
| Q3 24 | $4.6B | $2.8B | ||
| Q2 24 | $4.4B | $1.5B | ||
| Q1 24 | $4.1B | $1.5B |
| Q4 25 | — | 1.86× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 1.77× | ||
| Q1 25 | — | 1.83× | ||
| Q4 24 | — | 1.80× | ||
| Q3 24 | — | 0.91× | ||
| Q2 24 | — | 0.37× | ||
| Q1 24 | — | 0.36× |
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 | $2.0M |
| Free Cash FlowOCF − Capex | $318.2M | $-13.0M |
| FCF MarginFCF / Revenue | 33.4% | -1.6% |
| Capex IntensityCapex / Revenue | 0.9% | 1.9% |
| Cash ConversionOCF / Net Profit | 7.02× | — |
| TTM Free Cash FlowTrailing 4 quarters | $1.0B | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $327.1M | $2.0M | ||
| Q3 25 | $251.5M | — | ||
| Q2 25 | $200.1M | $0 | ||
| Q1 25 | $271.5M | $65.0M | ||
| Q4 24 | $265.2M | $-58.0M | ||
| Q3 24 | $228.7M | $12.2M | ||
| Q2 24 | $164.4M | $38.0M | ||
| Q1 24 | $212.3M | $20.0M |
| Q4 25 | $318.2M | $-13.0M | ||
| Q3 25 | $234.7M | — | ||
| Q2 25 | $184.9M | — | ||
| Q1 25 | $262.8M | $42.0M | ||
| Q4 24 | $257.5M | $-74.0M | ||
| Q3 24 | $220.3M | $3.6M | ||
| Q2 24 | $160.0M | $23.0M | ||
| Q1 24 | $198.1M | $12.5M |
| Q4 25 | 33.4% | -1.6% | ||
| Q3 25 | 26.5% | — | ||
| Q2 25 | 22.4% | — | ||
| Q1 25 | 34.5% | 5.1% | ||
| Q4 24 | 34.9% | -10.5% | ||
| Q3 24 | 31.9% | 1.1% | ||
| Q2 24 | 24.8% | 4.1% | ||
| Q1 24 | 32.4% | 2.2% |
| Q4 25 | 0.9% | 1.9% | ||
| Q3 25 | 1.9% | — | ||
| Q2 25 | 1.8% | 1.5% | ||
| Q1 25 | 1.1% | 2.8% | ||
| Q4 24 | 1.1% | 2.3% | ||
| Q3 24 | 1.2% | 2.6% | ||
| Q2 24 | 0.7% | 2.7% | ||
| Q1 24 | 2.3% | 1.3% |
| Q4 25 | 7.02× | — | ||
| Q3 25 | 7.42× | — | ||
| Q2 25 | 75.58× | — | ||
| Q1 25 | 11.02× | — | ||
| Q4 24 | 5.82× | — | ||
| Q3 24 | 4.42× | — | ||
| Q2 24 | 3.75× | 2.00× | ||
| Q1 24 | 4.98× | 1.43× |
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% |
MAGN
| Other | $451.0M | 57% |
| United States And Canada | $341.0M | 43% |
