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Side-by-side financial comparison of Datadog (DDOG) and MERCURY GENERAL CORP (MCY). Click either name above to swap in a different company.
MERCURY GENERAL CORP is the larger business by last-quarter revenue ($1.5B vs $953.2M, roughly 1.6× Datadog). MERCURY GENERAL CORP runs the higher net margin — 13.2% vs 4.9%, a 8.3% gap on every dollar of revenue. On growth, Datadog posted the faster year-over-year revenue change (29.2% vs 12.4%). Datadog produced more free cash flow last quarter ($318.2M vs $273.9M). Over the past eight quarters, Datadog's revenue compounded faster (24.9% CAGR vs 9.8%).
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.
Mercury General Corporation is a multiple-line insurance organization that offers personal automobiles, homeowners, renters, and business insurance. Mercury's primary focus is automobiles and homeowners' insurance.
DDOG vs MCY — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $953.2M | $1.5B |
| Net Profit | $46.6M | $202.5M |
| Gross Margin | 80.4% | 99.7% |
| Operating Margin | 1.0% | 16.2% |
| Net Margin | 4.9% | 13.2% |
| Revenue YoY | 29.2% | 12.4% |
| Net Profit YoY | 2.1% | 100.4% |
| EPS (diluted) | $0.13 | $3.66 |
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 | $1.5B | ||
| Q3 25 | $885.7M | $1.6B | ||
| Q2 25 | $826.8M | $1.5B | ||
| Q1 25 | $761.6M | $1.4B | ||
| Q4 24 | $737.7M | $1.4B | ||
| Q3 24 | $690.0M | $1.5B | ||
| Q2 24 | $645.3M | $1.3B | ||
| Q1 24 | $611.3M | $1.3B |
| Q4 25 | $46.6M | $202.5M | ||
| Q3 25 | $33.9M | $280.4M | ||
| Q2 25 | $2.6M | $166.5M | ||
| Q1 25 | $24.6M | $-108.3M | ||
| Q4 24 | $45.6M | $101.1M | ||
| Q3 24 | $51.7M | $230.9M | ||
| Q2 24 | $43.8M | $62.6M | ||
| Q1 24 | $42.6M | $73.5M |
| Q4 25 | 80.4% | 99.7% | ||
| Q3 25 | 80.1% | 99.8% | ||
| Q2 25 | 79.9% | 99.8% | ||
| Q1 25 | 79.3% | 99.7% | ||
| Q4 24 | 80.5% | 99.7% | ||
| Q3 24 | 80.0% | 99.8% | ||
| Q2 24 | 80.9% | 99.8% | ||
| Q1 24 | 82.0% | 99.7% |
| Q4 25 | 1.0% | 16.2% | ||
| Q3 25 | -0.7% | 22.1% | ||
| Q2 25 | -4.3% | 14.0% | ||
| Q1 25 | -1.6% | -10.2% | ||
| Q4 24 | 1.3% | 9.0% | ||
| Q3 24 | 2.9% | 18.8% | ||
| Q2 24 | 2.0% | 5.8% | ||
| Q1 24 | 2.0% | 7.0% |
| Q4 25 | 4.9% | 13.2% | ||
| Q3 25 | 3.8% | 17.7% | ||
| Q2 25 | 0.3% | 11.3% | ||
| Q1 25 | 3.2% | -7.8% | ||
| Q4 24 | 6.2% | 7.4% | ||
| Q3 24 | 7.5% | 15.1% | ||
| Q2 24 | 6.8% | 4.8% | ||
| Q1 24 | 7.0% | 5.8% |
| Q4 25 | $0.13 | $3.66 | ||
| Q3 25 | $0.10 | $5.06 | ||
| Q2 25 | $0.01 | $3.01 | ||
| Q1 25 | $0.07 | $-1.96 | ||
| Q4 24 | $0.14 | $1.82 | ||
| Q3 24 | $0.14 | $4.17 | ||
| Q2 24 | $0.12 | $1.13 | ||
| Q1 24 | $0.12 | $1.33 |
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 | — |
| Total DebtLower is stronger | — | $575.0M |
| Stockholders' EquityBook value | $3.7B | $2.4B |
| Total Assets | $6.6B | $9.6B |
| Debt / EquityLower = less leverage | — | 0.24× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $401.3M | — | ||
| Q3 25 | $540.6M | — | ||
| Q2 25 | $489.0M | — | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $337.4M | — | ||
| Q2 24 | $411.0M | — | ||
| Q1 24 | $282.2M | — |
| Q4 25 | — | $575.0M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $575.0M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $3.7B | $2.4B | ||
| Q3 25 | $3.4B | $2.2B | ||
| Q2 25 | $3.2B | $2.0B | ||
| Q1 25 | $2.9B | $1.8B | ||
| Q4 24 | $2.7B | $1.9B | ||
| Q3 24 | $2.6B | $1.9B | ||
| Q2 24 | $2.4B | $1.6B | ||
| Q1 24 | $2.2B | $1.6B |
| Q4 25 | $6.6B | $9.6B | ||
| Q3 25 | $6.1B | $9.4B | ||
| Q2 25 | $5.8B | $9.1B | ||
| Q1 25 | $6.0B | $9.0B | ||
| Q4 24 | $5.8B | $8.3B | ||
| Q3 24 | $4.6B | $8.2B | ||
| Q2 24 | $4.4B | $7.7B | ||
| Q1 24 | $4.1B | $7.4B |
| Q4 25 | — | 0.24× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.30× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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 | $287.9M |
| Free Cash FlowOCF − Capex | $318.2M | $273.9M |
| FCF MarginFCF / Revenue | 33.4% | 17.8% |
| Capex IntensityCapex / Revenue | 0.9% | 0.9% |
| Cash ConversionOCF / Net Profit | 7.02× | 1.42× |
| TTM Free Cash FlowTrailing 4 quarters | $1.0B | $1.0B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $327.1M | $287.9M | ||
| Q3 25 | $251.5M | $496.4M | ||
| Q2 25 | $200.1M | $371.6M | ||
| Q1 25 | $271.5M | $-68.7M | ||
| Q4 24 | $265.2M | $248.3M | ||
| Q3 24 | $228.7M | $318.1M | ||
| Q2 24 | $164.4M | $278.0M | ||
| Q1 24 | $212.3M | $192.6M |
| Q4 25 | $318.2M | $273.9M | ||
| Q3 25 | $234.7M | $479.5M | ||
| Q2 25 | $184.9M | $357.2M | ||
| Q1 25 | $262.8M | $-81.9M | ||
| Q4 24 | $257.5M | $236.0M | ||
| Q3 24 | $220.3M | $306.2M | ||
| Q2 24 | $160.0M | $266.5M | ||
| Q1 24 | $198.1M | $182.4M |
| Q4 25 | 33.4% | 17.8% | ||
| Q3 25 | 26.5% | 30.3% | ||
| Q2 25 | 22.4% | 24.2% | ||
| Q1 25 | 34.5% | -5.9% | ||
| Q4 24 | 34.9% | 17.3% | ||
| Q3 24 | 31.9% | 20.0% | ||
| Q2 24 | 24.8% | 20.4% | ||
| Q1 24 | 32.4% | 14.3% |
| Q4 25 | 0.9% | 0.9% | ||
| Q3 25 | 1.9% | 1.1% | ||
| Q2 25 | 1.8% | 1.0% | ||
| Q1 25 | 1.1% | 0.9% | ||
| Q4 24 | 1.1% | 0.9% | ||
| Q3 24 | 1.2% | 0.8% | ||
| Q2 24 | 0.7% | 0.9% | ||
| Q1 24 | 2.3% | 0.8% |
| Q4 25 | 7.02× | 1.42× | ||
| Q3 25 | 7.42× | 1.77× | ||
| Q2 25 | 75.58× | 2.23× | ||
| Q1 25 | 11.02× | — | ||
| Q4 24 | 5.82× | 2.46× | ||
| Q3 24 | 4.42× | 1.38× | ||
| Q2 24 | 3.75× | 4.44× | ||
| Q1 24 | 4.98× | 2.62× |
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% |
MCY
Segment breakdown not available.
