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Side-by-side financial comparison of Datadog (DDOG) and NCR Atleos Corp (NATL). Click either name above to swap in a different company.
NCR Atleos Corp is the larger business by last-quarter revenue ($1.2B vs $953.2M, roughly 1.2× Datadog). NCR Atleos Corp runs the higher net margin — 7.2% vs 4.9%, a 2.3% gap on every dollar of revenue. On growth, Datadog posted the faster year-over-year revenue change (29.2% vs 4.0%). Datadog produced more free cash flow last quarter ($318.2M vs $194.0M). Over the past eight quarters, Datadog's revenue compounded faster (24.9% CAGR vs 4.9%).
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.
NCR Voyix Corporation, previously known as NCR Corporation and National Cash Register, is a global software, consulting and technology company providing several professional services and electronic products. It manufactured self-service kiosks, point-of-sale terminals, automated teller machines, check processing systems, and barcode scanners.
DDOG vs NATL — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $953.2M | $1.2B |
| Net Profit | $46.6M | $83.0M |
| Gross Margin | 80.4% | — |
| Operating Margin | 1.0% | 13.5% |
| Net Margin | 4.9% | 7.2% |
| Revenue YoY | 29.2% | 4.0% |
| Net Profit YoY | 2.1% | 102.4% |
| EPS (diluted) | $0.13 | $1.09 |
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 | $1.2B | ||
| Q3 25 | $885.7M | $1.1B | ||
| Q2 25 | $826.8M | $1.1B | ||
| Q1 25 | $761.6M | $979.0M | ||
| Q4 24 | $737.7M | $1.1B | ||
| Q3 24 | $690.0M | $1.1B | ||
| Q2 24 | $645.3M | $1.1B | ||
| Q1 24 | $611.3M | $1.0B |
| Q4 25 | $46.6M | $83.0M | ||
| Q3 25 | $33.9M | $26.0M | ||
| Q2 25 | $2.6M | $39.0M | ||
| Q1 25 | $24.6M | $14.0M | ||
| Q4 24 | $45.6M | $41.0M | ||
| Q3 24 | $51.7M | $21.0M | ||
| Q2 24 | $43.8M | $27.0M | ||
| Q1 24 | $42.6M | $-9.0M |
| 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% | 13.5% | ||
| Q3 25 | -0.7% | 9.8% | ||
| Q2 25 | -4.3% | 10.8% | ||
| Q1 25 | -1.6% | 9.5% | ||
| Q4 24 | 1.3% | 13.4% | ||
| Q3 24 | 2.9% | 10.6% | ||
| Q2 24 | 2.0% | 9.8% | ||
| Q1 24 | 2.0% | 6.5% |
| Q4 25 | 4.9% | 7.2% | ||
| Q3 25 | 3.8% | 2.3% | ||
| Q2 25 | 0.3% | 3.5% | ||
| Q1 25 | 3.2% | 1.4% | ||
| Q4 24 | 6.2% | 3.7% | ||
| Q3 24 | 7.5% | 2.0% | ||
| Q2 24 | 6.8% | 2.5% | ||
| Q1 24 | 7.0% | -0.9% |
| Q4 25 | $0.13 | $1.09 | ||
| Q3 25 | $0.10 | $0.34 | ||
| Q2 25 | $0.01 | $0.52 | ||
| Q1 25 | $0.07 | $0.19 | ||
| Q4 24 | $0.14 | $0.56 | ||
| Q3 24 | $0.14 | $0.28 | ||
| Q2 24 | $0.12 | $0.37 | ||
| Q1 24 | $0.12 | $-0.13 |
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 | $456.0M |
| Total DebtLower is stronger | — | $2.7B |
| Stockholders' EquityBook value | $3.7B | $403.0M |
| Total Assets | $6.6B | $5.7B |
| Debt / EquityLower = less leverage | — | 6.63× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $401.3M | $456.0M | ||
| Q3 25 | $540.6M | $412.0M | ||
| Q2 25 | $489.0M | $357.0M | ||
| Q1 25 | $1.1B | $352.0M | ||
| Q4 24 | $1.2B | $419.0M | ||
| Q3 24 | $337.4M | $395.0M | ||
| Q2 24 | $411.0M | $374.0M | ||
| Q1 24 | $282.2M | $343.0M |
| Q4 25 | — | $2.7B | ||
| Q3 25 | — | $2.8B | ||
| Q2 25 | — | $2.8B | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $2.9B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $3.7B | $403.0M | ||
| Q3 25 | $3.4B | $330.0M | ||
| Q2 25 | $3.2B | $350.0M | ||
| Q1 25 | $2.9B | $275.0M | ||
| Q4 24 | $2.7B | $219.0M | ||
| Q3 24 | $2.6B | $264.0M | ||
| Q2 24 | $2.4B | $250.0M | ||
| Q1 24 | $2.2B | $283.0M |
| Q4 25 | $6.6B | $5.7B | ||
| Q3 25 | $6.1B | $5.7B | ||
| Q2 25 | $5.8B | $5.8B | ||
| Q1 25 | $6.0B | $5.7B | ||
| Q4 24 | $5.8B | $5.5B | ||
| Q3 24 | $4.6B | $5.7B | ||
| Q2 24 | $4.4B | $5.8B | ||
| Q1 24 | $4.1B | $5.8B |
| Q4 25 | — | 6.63× | ||
| Q3 25 | — | 8.45× | ||
| Q2 25 | — | 8.05× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 13.05× | ||
| 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 | $231.0M |
| Free Cash FlowOCF − Capex | $318.2M | $194.0M |
| FCF MarginFCF / Revenue | 33.4% | 16.8% |
| Capex IntensityCapex / Revenue | 0.9% | 3.2% |
| Cash ConversionOCF / Net Profit | 7.02× | 2.78× |
| TTM Free Cash FlowTrailing 4 quarters | $1.0B | $239.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $327.1M | $231.0M | ||
| Q3 25 | $251.5M | $25.0M | ||
| Q2 25 | $200.1M | $-23.0M | ||
| Q1 25 | $271.5M | $123.0M | ||
| Q4 24 | $265.2M | $80.0M | ||
| Q3 24 | $228.7M | $107.0M | ||
| Q2 24 | $164.4M | $9.0M | ||
| Q1 24 | $212.3M | $148.0M |
| Q4 25 | $318.2M | $194.0M | ||
| Q3 25 | $234.7M | $-5.0M | ||
| Q2 25 | $184.9M | $-44.0M | ||
| Q1 25 | $262.8M | $94.0M | ||
| Q4 24 | $257.5M | $62.0M | ||
| Q3 24 | $220.3M | $85.0M | ||
| Q2 24 | $160.0M | $-14.0M | ||
| Q1 24 | $198.1M | $124.0M |
| Q4 25 | 33.4% | 16.8% | ||
| Q3 25 | 26.5% | -0.4% | ||
| Q2 25 | 22.4% | -4.0% | ||
| Q1 25 | 34.5% | 9.6% | ||
| Q4 24 | 34.9% | 5.6% | ||
| Q3 24 | 31.9% | 7.9% | ||
| Q2 24 | 24.8% | -1.3% | ||
| Q1 24 | 32.4% | 11.9% |
| Q4 25 | 0.9% | 3.2% | ||
| Q3 25 | 1.9% | 2.7% | ||
| Q2 25 | 1.8% | 1.9% | ||
| Q1 25 | 1.1% | 3.0% | ||
| Q4 24 | 1.1% | 1.6% | ||
| Q3 24 | 1.2% | 2.1% | ||
| Q2 24 | 0.7% | 2.1% | ||
| Q1 24 | 2.3% | 2.3% |
| Q4 25 | 7.02× | 2.78× | ||
| Q3 25 | 7.42× | 0.96× | ||
| Q2 25 | 75.58× | -0.59× | ||
| Q1 25 | 11.02× | 8.79× | ||
| Q4 24 | 5.82× | 1.95× | ||
| Q3 24 | 4.42× | 5.10× | ||
| Q2 24 | 3.75× | 0.33× | ||
| Q1 24 | 4.98× | — |
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% |
NATL
| Services | $848.0M | 74% |
| APJ | $136.0M | 12% |
| Americas Excluding United States | $135.0M | 12% |
| TT | $44.0M | 4% |
