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Side-by-side financial comparison of Datadog (DDOG) and M/I HOMES, INC. (MHO). Click either name above to swap in a different company.
M/I HOMES, INC. is the larger business by last-quarter revenue ($1.1B vs $953.2M, roughly 1.2× Datadog). M/I HOMES, INC. runs the higher net margin — 5.6% vs 4.9%, a 0.7% gap on every dollar of revenue. On growth, Datadog posted the faster year-over-year revenue change (29.2% vs -4.8%). Datadog produced more free cash flow last quarter ($318.2M vs $-13.0M). Over the past eight quarters, Datadog's revenue compounded faster (24.9% CAGR vs 4.7%).
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.
M/I Homes, Inc. is a leading U.S. residential construction company that designs, builds and sells single-family homes, townhomes and duplexes across multiple U.S. states. It caters to entry-level, move-up and luxury homebuyers, offering energy-efficient designs, flexible floor plans and personalized customization options.
DDOG vs MHO — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $953.2M | $1.1B |
| Net Profit | $46.6M | $64.0M |
| Gross Margin | 80.4% | 17.4% |
| Operating Margin | 1.0% | 6.5% |
| Net Margin | 4.9% | 5.6% |
| Revenue YoY | 29.2% | -4.8% |
| Net Profit YoY | 2.1% | -52.1% |
| EPS (diluted) | $0.13 | $2.42 |
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 | $1.1B | ||
| Q3 25 | $885.7M | $1.1B | ||
| Q2 25 | $826.8M | $1.2B | ||
| Q1 25 | $761.6M | $976.1M | ||
| Q4 24 | $737.7M | $1.2B | ||
| Q3 24 | $690.0M | $1.1B | ||
| Q2 24 | $645.3M | $1.1B | ||
| Q1 24 | $611.3M | $1.0B |
| Q4 25 | $46.6M | $64.0M | ||
| Q3 25 | $33.9M | $106.5M | ||
| Q2 25 | $2.6M | $121.2M | ||
| Q1 25 | $24.6M | $111.2M | ||
| Q4 24 | $45.6M | $133.5M | ||
| Q3 24 | $51.7M | $145.4M | ||
| Q2 24 | $43.8M | $146.7M | ||
| Q1 24 | $42.6M | $138.1M |
| Q4 25 | 80.4% | 17.4% | ||
| Q3 25 | 80.1% | 24.5% | ||
| Q2 25 | 79.9% | 24.7% | ||
| Q1 25 | 79.3% | 25.9% | ||
| Q4 24 | 80.5% | 24.6% | ||
| Q3 24 | 80.0% | 27.1% | ||
| Q2 24 | 80.9% | 27.9% | ||
| Q1 24 | 82.0% | 27.1% |
| Q4 25 | 1.0% | 6.5% | ||
| Q3 25 | -0.7% | 12.0% | ||
| Q2 25 | -4.3% | 13.4% | ||
| Q1 25 | -1.6% | 14.4% | ||
| Q4 24 | 1.3% | 13.6% | ||
| Q3 24 | 2.9% | 15.9% | ||
| Q2 24 | 2.0% | 16.8% | ||
| Q1 24 | 2.0% | 16.6% |
| Q4 25 | 4.9% | 5.6% | ||
| Q3 25 | 3.8% | 9.4% | ||
| Q2 25 | 0.3% | 10.4% | ||
| Q1 25 | 3.2% | 11.4% | ||
| Q4 24 | 6.2% | 11.1% | ||
| Q3 24 | 7.5% | 12.7% | ||
| Q2 24 | 6.8% | 13.2% | ||
| Q1 24 | 7.0% | 13.2% |
| Q4 25 | $0.13 | $2.42 | ||
| Q3 25 | $0.10 | $3.92 | ||
| Q2 25 | $0.01 | $4.42 | ||
| Q1 25 | $0.07 | $3.98 | ||
| Q4 24 | $0.14 | $4.71 | ||
| Q3 24 | $0.14 | $5.10 | ||
| Q2 24 | $0.12 | $5.12 | ||
| Q1 24 | $0.12 | $4.78 |
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 | — | — |
| Stockholders' EquityBook value | $3.7B | $3.2B |
| Total Assets | $6.6B | $4.8B |
| Debt / EquityLower = less leverage | — | — |
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 | $3.7B | $3.2B | ||
| Q3 25 | $3.4B | $3.1B | ||
| Q2 25 | $3.2B | $3.1B | ||
| Q1 25 | $2.9B | $3.0B | ||
| Q4 24 | $2.7B | $2.9B | ||
| Q3 24 | $2.6B | $2.8B | ||
| Q2 24 | $2.4B | $2.7B | ||
| Q1 24 | $2.2B | $2.6B |
| Q4 25 | $6.6B | $4.8B | ||
| Q3 25 | $6.1B | $4.8B | ||
| Q2 25 | $5.8B | $4.7B | ||
| Q1 25 | $6.0B | $4.6B | ||
| Q4 24 | $5.8B | $4.5B | ||
| Q3 24 | $4.6B | $4.5B | ||
| Q2 24 | $4.4B | $4.3B | ||
| Q1 24 | $4.1B | $4.2B |
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 | $-8.7M |
| Free Cash FlowOCF − Capex | $318.2M | $-13.0M |
| FCF MarginFCF / Revenue | 33.4% | -1.1% |
| Capex IntensityCapex / Revenue | 0.9% | 0.4% |
| Cash ConversionOCF / Net Profit | 7.02× | -0.14× |
| TTM Free Cash FlowTrailing 4 quarters | $1.0B | $127.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $327.1M | $-8.7M | ||
| Q3 25 | $251.5M | $43.4M | ||
| Q2 25 | $200.1M | $37.8M | ||
| Q1 25 | $271.5M | $64.9M | ||
| Q4 24 | $265.2M | $104.4M | ||
| Q3 24 | $228.7M | $-67.9M | ||
| Q2 24 | $164.4M | $27.5M | ||
| Q1 24 | $212.3M | $115.8M |
| Q4 25 | $318.2M | $-13.0M | ||
| Q3 25 | $234.7M | $42.0M | ||
| Q2 25 | $184.9M | $35.1M | ||
| Q1 25 | $262.8M | $63.5M | ||
| Q4 24 | $257.5M | $102.3M | ||
| Q3 24 | $220.3M | $-68.5M | ||
| Q2 24 | $160.0M | $22.0M | ||
| Q1 24 | $198.1M | $115.5M |
| Q4 25 | 33.4% | -1.1% | ||
| Q3 25 | 26.5% | 3.7% | ||
| Q2 25 | 22.4% | 3.0% | ||
| Q1 25 | 34.5% | 6.5% | ||
| Q4 24 | 34.9% | 8.5% | ||
| Q3 24 | 31.9% | -6.0% | ||
| Q2 24 | 24.8% | 2.0% | ||
| Q1 24 | 32.4% | 11.0% |
| Q4 25 | 0.9% | 0.4% | ||
| Q3 25 | 1.9% | 0.1% | ||
| Q2 25 | 1.8% | 0.2% | ||
| Q1 25 | 1.1% | 0.1% | ||
| Q4 24 | 1.1% | 0.2% | ||
| Q3 24 | 1.2% | 0.1% | ||
| Q2 24 | 0.7% | 0.5% | ||
| Q1 24 | 2.3% | 0.0% |
| Q4 25 | 7.02× | -0.14× | ||
| Q3 25 | 7.42× | 0.41× | ||
| Q2 25 | 75.58× | 0.31× | ||
| Q1 25 | 11.02× | 0.58× | ||
| Q4 24 | 5.82× | 0.78× | ||
| Q3 24 | 4.42× | -0.47× | ||
| Q2 24 | 3.75× | 0.19× | ||
| Q1 24 | 4.98× | 0.84× |
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% |
MHO
| Southern Homebuilding | $615.6M | 54% |
| Northern Homebuilding | $503.9M | 44% |
| Financial Service | $27.8M | 2% |
| Land | $4.7M | 0% |
