vs
Side-by-side financial comparison of Datadog (DDOG) and Pediatrix Medical Group, Inc. (MD). Click either name above to swap in a different company.
Datadog is the larger business by last-quarter revenue ($953.2M vs $493.8M, roughly 1.9× Pediatrix Medical Group, Inc.). Pediatrix Medical Group, Inc. runs the higher net margin — 6.8% vs 4.9%, a 1.9% gap on every dollar of revenue. On growth, Datadog posted the faster year-over-year revenue change (29.2% vs -1.7%). Over the past eight quarters, Datadog's revenue compounded faster (24.9% CAGR vs -0.1%).
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.
Pediatrix Medical Group, Inc. is a leading U.S. specialized medical service provider focusing on maternal-fetal care, neonatology, pediatric cardiology and other pediatric subspecialties. It partners with U.S. healthcare facilities to deliver evidence-based care to women, newborns and children.
DDOG vs MD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | ||
|---|---|---|
| Revenue | $953.2M | $493.8M |
| Net Profit | $46.6M | $33.7M |
| Gross Margin | 80.4% | — |
| Operating Margin | 1.0% | 9.9% |
| Net Margin | 4.9% | 6.8% |
| Revenue YoY | 29.2% | -1.7% |
| Net Profit YoY | 2.1% | 10.5% |
| EPS (diluted) | $0.13 | $0.40 |
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 | $493.8M | ||
| Q3 25 | $885.7M | $492.9M | ||
| Q2 25 | $826.8M | $468.8M | ||
| Q1 25 | $761.6M | $458.4M | ||
| Q4 24 | $737.7M | $502.4M | ||
| Q3 24 | $690.0M | $511.2M | ||
| Q2 24 | $645.3M | $504.3M | ||
| Q1 24 | $611.3M | $495.1M |
| Q4 25 | $46.6M | $33.7M | ||
| Q3 25 | $33.9M | $71.7M | ||
| Q2 25 | $2.6M | $39.3M | ||
| Q1 25 | $24.6M | $20.7M | ||
| Q4 24 | $45.6M | $30.5M | ||
| Q3 24 | $51.7M | $19.4M | ||
| Q2 24 | $43.8M | $-153.0M | ||
| Q1 24 | $42.6M | $4.0M |
| 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% | 9.9% | ||
| Q3 25 | -0.7% | 13.8% | ||
| Q2 25 | -4.3% | 12.8% | ||
| Q1 25 | -1.6% | 7.0% | ||
| Q4 24 | 1.3% | 7.8% | ||
| Q3 24 | 2.9% | 6.6% | ||
| Q2 24 | 2.0% | -31.3% | ||
| Q1 24 | 2.0% | 3.2% |
| Q4 25 | 4.9% | 6.8% | ||
| Q3 25 | 3.8% | 14.5% | ||
| Q2 25 | 0.3% | 8.4% | ||
| Q1 25 | 3.2% | 4.5% | ||
| Q4 24 | 6.2% | 6.1% | ||
| Q3 24 | 7.5% | 3.8% | ||
| Q2 24 | 6.8% | -30.3% | ||
| Q1 24 | 7.0% | 0.8% |
| Q4 25 | $0.13 | $0.40 | ||
| Q3 25 | $0.10 | $0.84 | ||
| Q2 25 | $0.01 | $0.46 | ||
| Q1 25 | $0.07 | $0.24 | ||
| Q4 24 | $0.14 | $0.37 | ||
| Q3 24 | $0.14 | $0.23 | ||
| Q2 24 | $0.12 | $-1.84 | ||
| Q1 24 | $0.12 | $0.05 |
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 | $375.2M |
| Total DebtLower is stronger | — | $570.5M |
| Stockholders' EquityBook value | $3.7B | $865.9M |
| Total Assets | $6.6B | $2.2B |
| Debt / EquityLower = less leverage | — | 0.66× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $401.3M | $375.2M | ||
| Q3 25 | $540.6M | $340.1M | ||
| Q2 25 | $489.0M | $224.7M | ||
| Q1 25 | $1.1B | $99.0M | ||
| Q4 24 | $1.2B | $229.9M | ||
| Q3 24 | $337.4M | $103.8M | ||
| Q2 24 | $411.0M | $19.4M | ||
| Q1 24 | $282.2M | $8.0M |
| Q4 25 | — | $570.5M | ||
| Q3 25 | — | $577.2M | ||
| Q2 25 | — | $583.9M | ||
| Q1 25 | — | $590.5M | ||
| Q4 24 | — | $597.1M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $3.7B | $865.9M | ||
| Q3 25 | $3.4B | $890.7M | ||
| Q2 25 | $3.2B | $833.8M | ||
| Q1 25 | $2.9B | $789.2M | ||
| Q4 24 | $2.7B | $764.9M | ||
| Q3 24 | $2.6B | $732.5M | ||
| Q2 24 | $2.4B | $706.5M | ||
| Q1 24 | $2.2B | $856.2M |
| Q4 25 | $6.6B | $2.2B | ||
| Q3 25 | $6.1B | $2.2B | ||
| Q2 25 | $5.8B | $2.1B | ||
| Q1 25 | $6.0B | $2.0B | ||
| Q4 24 | $5.8B | $2.2B | ||
| Q3 24 | $4.6B | $2.1B | ||
| Q2 24 | $4.4B | $2.0B | ||
| Q1 24 | $4.1B | $2.2B |
| Q4 25 | — | 0.66× | ||
| Q3 25 | — | 0.65× | ||
| Q2 25 | — | 0.70× | ||
| Q1 25 | — | 0.75× | ||
| Q4 24 | — | 0.78× | ||
| 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 | $114.1M |
| Free Cash FlowOCF − Capex | $318.2M | — |
| FCF MarginFCF / Revenue | 33.4% | — |
| Capex IntensityCapex / Revenue | 0.9% | — |
| Cash ConversionOCF / Net Profit | 7.02× | 3.39× |
| TTM Free Cash FlowTrailing 4 quarters | $1.0B | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $327.1M | $114.1M | ||
| Q3 25 | $251.5M | $137.3M | ||
| Q2 25 | $200.1M | $137.2M | ||
| Q1 25 | $271.5M | $-117.5M | ||
| Q4 24 | $265.2M | $133.0M | ||
| Q3 24 | $228.7M | $91.8M | ||
| Q2 24 | $164.4M | $107.0M | ||
| Q1 24 | $212.3M | $-125.2M |
| Q4 25 | $318.2M | — | ||
| Q3 25 | $234.7M | — | ||
| Q2 25 | $184.9M | — | ||
| Q1 25 | $262.8M | — | ||
| Q4 24 | $257.5M | — | ||
| Q3 24 | $220.3M | — | ||
| Q2 24 | $160.0M | — | ||
| Q1 24 | $198.1M | — |
| Q4 25 | 33.4% | — | ||
| Q3 25 | 26.5% | — | ||
| Q2 25 | 22.4% | — | ||
| Q1 25 | 34.5% | — | ||
| Q4 24 | 34.9% | — | ||
| Q3 24 | 31.9% | — | ||
| Q2 24 | 24.8% | — | ||
| Q1 24 | 32.4% | — |
| Q4 25 | 0.9% | — | ||
| Q3 25 | 1.9% | — | ||
| Q2 25 | 1.8% | — | ||
| Q1 25 | 1.1% | — | ||
| Q4 24 | 1.1% | — | ||
| Q3 24 | 1.2% | — | ||
| Q2 24 | 0.7% | — | ||
| Q1 24 | 2.3% | — |
| Q4 25 | 7.02× | 3.39× | ||
| Q3 25 | 7.42× | 1.91× | ||
| Q2 25 | 75.58× | 3.49× | ||
| Q1 25 | 11.02× | -5.66× | ||
| Q4 24 | 5.82× | 4.36× | ||
| Q3 24 | 4.42× | 4.72× | ||
| Q2 24 | 3.75× | — | ||
| Q1 24 | 4.98× | -31.03× |
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% |
MD
| Health Care Patient Service | $421.6M | 85% |
| Hospitals Contracts | $70.0M | 14% |
| Other | $2.2M | 0% |