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Side-by-side financial comparison of Datadog (DDOG) and MODINE MANUFACTURING CO (MOD). Click either name above to swap in a different company.
Datadog is the larger business by last-quarter revenue ($953.2M vs $805.0M, roughly 1.2× MODINE MANUFACTURING CO). Datadog runs the higher net margin — 4.9% vs -5.9%, a 10.8% gap on every dollar of revenue. On growth, MODINE MANUFACTURING CO posted the faster year-over-year revenue change (30.5% vs 29.2%). Datadog produced more free cash flow last quarter ($318.2M vs $-17.1M). Over the past eight quarters, Datadog's revenue compounded faster (24.9% CAGR vs 15.5%).
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.
Modine Manufacturing is a thermal management company established in 1916 in the United States. The company started as Modine Manufacturing Company by Arthur B Modine who patented the Spirex radiator for tractors. The Modine company manufactured the Turbotube radiator for Ford Model T cars. The company built the world's first vehicular wind tunnel in Racine, Wisconsin in 1941. During WWII, Modine manufactured aftercoolers for the P-51 Mustang fighter plane. After WWII, Modine introduced the Ai...
DDOG vs MOD — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $953.2M | $805.0M |
| Net Profit | $46.6M | $-47.4M |
| Gross Margin | 80.4% | 23.1% |
| Operating Margin | 1.0% | 11.1% |
| Net Margin | 4.9% | -5.9% |
| Revenue YoY | 29.2% | 30.5% |
| Net Profit YoY | 2.1% | -215.6% |
| EPS (diluted) | $0.13 | $-0.90 |
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 | $805.0M | ||
| Q3 25 | $885.7M | $738.9M | ||
| Q2 25 | $826.8M | $682.8M | ||
| Q1 25 | $761.6M | $647.2M | ||
| Q4 24 | $737.7M | $616.8M | ||
| Q3 24 | $690.0M | $658.0M | ||
| Q2 24 | $645.3M | $661.5M | ||
| Q1 24 | $611.3M | $603.5M |
| Q4 25 | $46.6M | $-47.4M | ||
| Q3 25 | $33.9M | $44.4M | ||
| Q2 25 | $2.6M | $51.2M | ||
| Q1 25 | $24.6M | $49.6M | ||
| Q4 24 | $45.6M | $41.0M | ||
| Q3 24 | $51.7M | $46.1M | ||
| Q2 24 | $43.8M | $47.3M | ||
| Q1 24 | $42.6M | $25.8M |
| Q4 25 | 80.4% | 23.1% | ||
| Q3 25 | 80.1% | 22.3% | ||
| Q2 25 | 79.9% | 24.2% | ||
| Q1 25 | 79.3% | 25.6% | ||
| Q4 24 | 80.5% | 24.3% | ||
| Q3 24 | 80.0% | 25.2% | ||
| Q2 24 | 80.9% | 24.6% | ||
| Q1 24 | 82.0% | 22.4% |
| Q4 25 | 1.0% | 11.1% | ||
| Q3 25 | -0.7% | 9.9% | ||
| Q2 25 | -4.3% | 11.1% | ||
| Q1 25 | -1.6% | 11.5% | ||
| Q4 24 | 1.3% | 9.6% | ||
| Q3 24 | 2.9% | 11.4% | ||
| Q2 24 | 2.0% | 11.2% | ||
| Q1 24 | 2.0% | 7.8% |
| Q4 25 | 4.9% | -5.9% | ||
| Q3 25 | 3.8% | 6.0% | ||
| Q2 25 | 0.3% | 7.5% | ||
| Q1 25 | 3.2% | 7.7% | ||
| Q4 24 | 6.2% | 6.6% | ||
| Q3 24 | 7.5% | 7.0% | ||
| Q2 24 | 6.8% | 7.2% | ||
| Q1 24 | 7.0% | 4.3% |
| Q4 25 | $0.13 | $-0.90 | ||
| Q3 25 | $0.10 | $0.83 | ||
| Q2 25 | $0.01 | $0.95 | ||
| Q1 25 | $0.07 | $0.92 | ||
| Q4 24 | $0.14 | $0.76 | ||
| Q3 24 | $0.14 | $0.86 | ||
| Q2 24 | $0.12 | $0.88 | ||
| Q1 24 | $0.12 | $0.48 |
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 | $98.7M |
| Total DebtLower is stronger | — | $570.7M |
| Stockholders' EquityBook value | $3.7B | $1.1B |
| Total Assets | $6.6B | $2.5B |
| Debt / EquityLower = less leverage | — | 0.51× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $401.3M | $98.7M | ||
| Q3 25 | $540.6M | $83.8M | ||
| Q2 25 | $489.0M | $124.5M | ||
| Q1 25 | $1.1B | $71.6M | ||
| Q4 24 | $1.2B | $83.8M | ||
| Q3 24 | $337.4M | $78.6M | ||
| Q2 24 | $411.0M | $72.9M | ||
| Q1 24 | $282.2M | $60.1M |
| Q4 25 | — | $570.7M | ||
| Q3 25 | — | $525.8M | ||
| Q2 25 | — | $482.1M | ||
| Q1 25 | — | $296.7M | ||
| Q4 24 | — | $330.0M | ||
| Q3 24 | — | $359.1M | ||
| Q2 24 | — | $405.7M | ||
| Q1 24 | — | $399.9M |
| Q4 25 | $3.7B | $1.1B | ||
| Q3 25 | $3.4B | $1.1B | ||
| Q2 25 | $3.2B | $1.0B | ||
| Q1 25 | $2.9B | $910.2M | ||
| Q4 24 | $2.7B | $855.1M | ||
| Q3 24 | $2.6B | $858.8M | ||
| Q2 24 | $2.4B | $788.4M | ||
| Q1 24 | $2.2B | $747.6M |
| Q4 25 | $6.6B | $2.5B | ||
| Q3 25 | $6.1B | $2.4B | ||
| Q2 25 | $5.8B | $2.2B | ||
| Q1 25 | $6.0B | $1.9B | ||
| Q4 24 | $5.8B | $1.8B | ||
| Q3 24 | $4.6B | $1.9B | ||
| Q2 24 | $4.4B | $1.9B | ||
| Q1 24 | $4.1B | $1.9B |
| Q4 25 | — | 0.51× | ||
| Q3 25 | — | 0.50× | ||
| Q2 25 | — | 0.48× | ||
| Q1 25 | — | 0.33× | ||
| Q4 24 | — | 0.39× | ||
| Q3 24 | — | 0.42× | ||
| Q2 24 | — | 0.51× | ||
| Q1 24 | — | 0.53× |
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 | $24.7M |
| Free Cash FlowOCF − Capex | $318.2M | $-17.1M |
| FCF MarginFCF / Revenue | 33.4% | -2.1% |
| Capex IntensityCapex / Revenue | 0.9% | 5.2% |
| Cash ConversionOCF / Net Profit | 7.02× | — |
| TTM Free Cash FlowTrailing 4 quarters | $1.0B | $-20.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $327.1M | $24.7M | ||
| Q3 25 | $251.5M | $1.4M | ||
| Q2 25 | $200.1M | $27.7M | ||
| Q1 25 | $271.5M | $54.8M | ||
| Q4 24 | $265.2M | $60.7M | ||
| Q3 24 | $228.7M | $57.3M | ||
| Q2 24 | $164.4M | $40.5M | ||
| Q1 24 | $212.3M | $39.6M |
| Q4 25 | $318.2M | $-17.1M | ||
| Q3 25 | $234.7M | $-30.5M | ||
| Q2 25 | $184.9M | $200.0K | ||
| Q1 25 | $262.8M | $27.1M | ||
| Q4 24 | $257.5M | $44.7M | ||
| Q3 24 | $220.3M | $43.8M | ||
| Q2 24 | $160.0M | $13.7M | ||
| Q1 24 | $198.1M | $-4.3M |
| Q4 25 | 33.4% | -2.1% | ||
| Q3 25 | 26.5% | -4.1% | ||
| Q2 25 | 22.4% | 0.0% | ||
| Q1 25 | 34.5% | 4.2% | ||
| Q4 24 | 34.9% | 7.2% | ||
| Q3 24 | 31.9% | 6.7% | ||
| Q2 24 | 24.8% | 2.1% | ||
| Q1 24 | 32.4% | -0.7% |
| Q4 25 | 0.9% | 5.2% | ||
| Q3 25 | 1.9% | 4.3% | ||
| Q2 25 | 1.8% | 4.0% | ||
| Q1 25 | 1.1% | 4.3% | ||
| Q4 24 | 1.1% | 2.6% | ||
| Q3 24 | 1.2% | 2.1% | ||
| Q2 24 | 0.7% | 4.1% | ||
| Q1 24 | 2.3% | 7.3% |
| Q4 25 | 7.02× | — | ||
| Q3 25 | 7.42× | 0.03× | ||
| Q2 25 | 75.58× | 0.54× | ||
| Q1 25 | 11.02× | 1.10× | ||
| Q4 24 | 5.82× | 1.48× | ||
| Q3 24 | 4.42× | 1.24× | ||
| Q2 24 | 3.75× | 0.86× | ||
| Q1 24 | 4.98× | 1.53× |
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% |
MOD
| Data Centers | $296.9M | 37% |
| Performance Technologies | $266.0M | 33% |
| Hvac Technologies | $107.1M | 13% |
| Air Cooled | $92.4M | 11% |
| Lb White | $25.6M | 3% |
| Climate By Design | $10.2M | 1% |
| Absolutaire | $7.0M | 1% |
