vs
Side-by-side financial comparison of Datadog (DDOG) and Noble Corp plc (NE). Click either name above to swap in a different company.
Datadog is the larger business by last-quarter revenue ($953.2M vs $764.4M, roughly 1.2× Noble Corp plc). Noble Corp plc runs the higher net margin — 11.3% vs 4.9%, a 6.4% gap on every dollar of revenue. On growth, Datadog posted the faster year-over-year revenue change (29.2% vs -17.6%). Datadog produced more free cash flow last quarter ($318.2M vs $35.4M). Over the past eight quarters, Datadog's revenue compounded faster (24.9% CAGR vs 9.5%).
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.
Barnes & Noble Booksellers is an American bookseller with the largest number of retail outlets in the United States. The company operates approximately 700+ retail stores across the United States.
DDOG vs NE — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $953.2M | $764.4M |
| Net Profit | $46.6M | $86.6M |
| Gross Margin | 80.4% | — |
| Operating Margin | 1.0% | 5.6% |
| Net Margin | 4.9% | 11.3% |
| Revenue YoY | 29.2% | -17.6% |
| Net Profit YoY | 2.1% | -10.4% |
| EPS (diluted) | $0.13 | $0.54 |
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 | $764.4M | ||
| Q3 25 | $885.7M | $798.0M | ||
| Q2 25 | $826.8M | $848.7M | ||
| Q1 25 | $761.6M | $874.5M | ||
| Q4 24 | $737.7M | $927.3M | ||
| Q3 24 | $690.0M | $800.5M | ||
| Q2 24 | $645.3M | $692.8M | ||
| Q1 24 | $611.3M | $637.1M |
| Q4 25 | $46.6M | $86.6M | ||
| Q3 25 | $33.9M | $-21.1M | ||
| Q2 25 | $2.6M | $42.9M | ||
| Q1 25 | $24.6M | $108.3M | ||
| Q4 24 | $45.6M | $96.6M | ||
| Q3 24 | $51.7M | $61.2M | ||
| Q2 24 | $43.8M | $195.0M | ||
| Q1 24 | $42.6M | $95.5M |
| 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% | 5.6% | ||
| Q3 25 | -0.7% | 6.3% | ||
| Q2 25 | -4.3% | 15.9% | ||
| Q1 25 | -1.6% | 21.4% | ||
| Q4 24 | 1.3% | 18.4% | ||
| Q3 24 | 2.9% | 14.4% | ||
| Q2 24 | 2.0% | 30.3% | ||
| Q1 24 | 2.0% | 16.9% |
| Q4 25 | 4.9% | 11.3% | ||
| Q3 25 | 3.8% | -2.6% | ||
| Q2 25 | 0.3% | 5.1% | ||
| Q1 25 | 3.2% | 12.4% | ||
| Q4 24 | 6.2% | 10.4% | ||
| Q3 24 | 7.5% | 7.6% | ||
| Q2 24 | 6.8% | 28.1% | ||
| Q1 24 | 7.0% | 15.0% |
| Q4 25 | $0.13 | $0.54 | ||
| Q3 25 | $0.10 | $-0.13 | ||
| Q2 25 | $0.01 | $0.27 | ||
| Q1 25 | $0.07 | $0.67 | ||
| Q4 24 | $0.14 | $0.56 | ||
| Q3 24 | $0.14 | $0.40 | ||
| Q2 24 | $0.12 | $1.34 | ||
| Q1 24 | $0.12 | $0.66 |
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 | $471.4M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $3.7B | $4.5B |
| Total Assets | $6.6B | $7.5B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $401.3M | $471.4M | ||
| Q3 25 | $540.6M | $477.9M | ||
| Q2 25 | $489.0M | $338.2M | ||
| Q1 25 | $1.1B | $303.8M | ||
| Q4 24 | $1.2B | $247.3M | ||
| Q3 24 | $337.4M | $391.9M | ||
| Q2 24 | $411.0M | $162.9M | ||
| Q1 24 | $282.2M | $212.5M |
| Q4 25 | $3.7B | $4.5B | ||
| Q3 25 | $3.4B | $4.5B | ||
| Q2 25 | $3.2B | $4.6B | ||
| Q1 25 | $2.9B | $4.7B | ||
| Q4 24 | $2.7B | $4.7B | ||
| Q3 24 | $2.6B | $4.7B | ||
| Q2 24 | $2.4B | $4.0B | ||
| Q1 24 | $2.2B | $3.9B |
| Q4 25 | $6.6B | $7.5B | ||
| Q3 25 | $6.1B | $7.6B | ||
| Q2 25 | $5.8B | $7.7B | ||
| Q1 25 | $6.0B | $7.9B | ||
| Q4 24 | $5.8B | $8.0B | ||
| Q3 24 | $4.6B | $8.0B | ||
| Q2 24 | $4.4B | $5.6B | ||
| Q1 24 | $4.1B | $5.4B |
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 | $187.1M |
| Free Cash FlowOCF − Capex | $318.2M | $35.4M |
| FCF MarginFCF / Revenue | 33.4% | 4.6% |
| Capex IntensityCapex / Revenue | 0.9% | 19.9% |
| Cash ConversionOCF / Net Profit | 7.02× | 2.16× |
| TTM Free Cash FlowTrailing 4 quarters | $1.0B | $432.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $327.1M | $187.1M | ||
| Q3 25 | $251.5M | $277.1M | ||
| Q2 25 | $200.1M | $216.4M | ||
| Q1 25 | $271.5M | $271.1M | ||
| Q4 24 | $265.2M | $136.2M | ||
| Q3 24 | $228.7M | $283.8M | ||
| Q2 24 | $164.4M | $106.8M | ||
| Q1 24 | $212.3M | $128.7M |
| Q4 25 | $318.2M | $35.4M | ||
| Q3 25 | $234.7M | $139.5M | ||
| Q2 25 | $184.9M | $99.8M | ||
| Q1 25 | $262.8M | $157.5M | ||
| Q4 24 | $257.5M | $-4.4M | ||
| Q3 24 | $220.3M | $156.8M | ||
| Q2 24 | $160.0M | $-34.3M | ||
| Q1 24 | $198.1M | $-37.9M |
| Q4 25 | 33.4% | 4.6% | ||
| Q3 25 | 26.5% | 17.5% | ||
| Q2 25 | 22.4% | 11.8% | ||
| Q1 25 | 34.5% | 18.0% | ||
| Q4 24 | 34.9% | -0.5% | ||
| Q3 24 | 31.9% | 19.6% | ||
| Q2 24 | 24.8% | -4.9% | ||
| Q1 24 | 32.4% | -6.0% |
| Q4 25 | 0.9% | 19.9% | ||
| Q3 25 | 1.9% | 17.3% | ||
| Q2 25 | 1.8% | 13.7% | ||
| Q1 25 | 1.1% | 13.0% | ||
| Q4 24 | 1.1% | 15.2% | ||
| Q3 24 | 1.2% | 15.9% | ||
| Q2 24 | 0.7% | 20.4% | ||
| Q1 24 | 2.3% | 26.2% |
| Q4 25 | 7.02× | 2.16× | ||
| Q3 25 | 7.42× | — | ||
| Q2 25 | 75.58× | 5.05× | ||
| Q1 25 | 11.02× | 2.50× | ||
| Q4 24 | 5.82× | 1.41× | ||
| Q3 24 | 4.42× | 4.64× | ||
| Q2 24 | 3.75× | 0.55× | ||
| Q1 24 | 4.98× | 1.35× |
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% |
NE
| Floaters | $559.8M | 73% |
| Jackups | $145.5M | 19% |
| Service Other | $59.1M | 8% |
