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Side-by-side financial comparison of Datadog (DDOG) and NATIONAL FUEL GAS CO (NFG). Click either name above to swap in a different company.
Datadog is the larger business by last-quarter revenue ($953.2M vs $637.9M, roughly 1.5× NATIONAL FUEL GAS CO). NATIONAL FUEL GAS CO runs the higher net margin — 28.5% vs 4.9%, a 23.6% gap on every dollar of revenue. On growth, Datadog posted the faster year-over-year revenue change (29.2% vs 24.1%). Datadog produced more free cash flow last quarter ($318.2M vs $-2.7M). Over the past eight quarters, Datadog's revenue compounded faster (24.9% CAGR vs 6.9%).
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.
National Fuel Gas Company is a diversified energy company with $6.2 billion in assets distributed among the following five operating segments: Exploration and Production, Pipeline and Storage, Gathering, Utility, and Energy Marketing. National Fuel Gas was incorporated in 1902 and is based in Williamsville, New York.
DDOG vs NFG — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $953.2M | $637.9M |
| Net Profit | $46.6M | $181.6M |
| Gross Margin | 80.4% | 86.6% |
| Operating Margin | 1.0% | 43.3% |
| Net Margin | 4.9% | 28.5% |
| Revenue YoY | 29.2% | 24.1% |
| Net Profit YoY | 2.1% | 303.8% |
| EPS (diluted) | $0.13 | $1.98 |
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 | $637.9M | ||
| Q3 25 | $885.7M | $443.1M | ||
| Q2 25 | $826.8M | $527.4M | ||
| Q1 25 | $761.6M | $734.8M | ||
| Q4 24 | $737.7M | $513.8M | ||
| Q3 24 | $690.0M | $310.0M | ||
| Q2 24 | $645.3M | $338.6M | ||
| Q1 24 | $611.3M | $558.7M |
| Q4 25 | $46.6M | $181.6M | ||
| Q3 25 | $33.9M | $107.3M | ||
| Q2 25 | $2.6M | $149.8M | ||
| Q1 25 | $24.6M | $216.4M | ||
| Q4 24 | $45.6M | $45.0M | ||
| Q3 24 | $51.7M | $-167.6M | ||
| Q2 24 | $43.8M | $-54.2M | ||
| Q1 24 | $42.6M | $166.3M |
| Q4 25 | 80.4% | 86.6% | ||
| Q3 25 | 80.1% | — | ||
| Q2 25 | 79.9% | 94.7% | ||
| Q1 25 | 79.3% | 81.6% | ||
| Q4 24 | 80.5% | 87.3% | ||
| Q3 24 | 80.0% | — | ||
| Q2 24 | 80.9% | 98.5% | ||
| Q1 24 | 82.0% | 81.0% |
| Q4 25 | 1.0% | 43.3% | ||
| Q3 25 | -0.7% | 40.6% | ||
| Q2 25 | -4.3% | 43.7% | ||
| Q1 25 | -1.6% | 43.2% | ||
| Q4 24 | 1.3% | 16.8% | ||
| Q3 24 | 2.9% | -63.4% | ||
| Q2 24 | 2.0% | -15.2% | ||
| Q1 24 | 2.0% | 44.9% |
| Q4 25 | 4.9% | 28.5% | ||
| Q3 25 | 3.8% | 24.2% | ||
| Q2 25 | 0.3% | 28.4% | ||
| Q1 25 | 3.2% | 29.4% | ||
| Q4 24 | 6.2% | 8.8% | ||
| Q3 24 | 7.5% | -54.1% | ||
| Q2 24 | 6.8% | -16.0% | ||
| Q1 24 | 7.0% | 29.8% |
| Q4 25 | $0.13 | $1.98 | ||
| Q3 25 | $0.10 | $1.18 | ||
| Q2 25 | $0.01 | $1.64 | ||
| Q1 25 | $0.07 | $2.37 | ||
| Q4 24 | $0.14 | $0.49 | ||
| Q3 24 | $0.14 | $-1.81 | ||
| Q2 24 | $0.12 | $-0.59 | ||
| Q1 24 | $0.12 | $1.80 |
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 | $271.4M |
| Total DebtLower is stronger | — | $2.7B |
| Stockholders' EquityBook value | $3.7B | $3.6B |
| Total Assets | $6.6B | $9.2B |
| Debt / EquityLower = less leverage | — | 0.75× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $401.3M | $271.4M | ||
| Q3 25 | $540.6M | $43.2M | ||
| Q2 25 | $489.0M | $39.3M | ||
| Q1 25 | $1.1B | $40.0M | ||
| Q4 24 | $1.2B | $48.7M | ||
| Q3 24 | $337.4M | $38.2M | ||
| Q2 24 | $411.0M | $81.4M | ||
| Q1 24 | $282.2M | $50.8M |
| Q4 25 | — | $2.7B | ||
| Q3 25 | — | $2.7B | ||
| Q2 25 | — | $2.7B | ||
| Q1 25 | — | $2.7B | ||
| Q4 24 | — | $2.7B | ||
| Q3 24 | — | $2.7B | ||
| Q2 24 | — | $2.7B | ||
| Q1 24 | — | $2.4B |
| Q4 25 | $3.7B | $3.6B | ||
| Q3 25 | $3.4B | $3.1B | ||
| Q2 25 | $3.2B | $3.0B | ||
| Q1 25 | $2.9B | $2.8B | ||
| Q4 24 | $2.7B | $-76.2M | ||
| Q3 24 | $2.6B | $-15.5M | ||
| Q2 24 | $2.4B | $5.0M | ||
| Q1 24 | $2.2B | $75.3M |
| Q4 25 | $6.6B | $9.2B | ||
| Q3 25 | $6.1B | $8.7B | ||
| Q2 25 | $5.8B | $8.4B | ||
| Q1 25 | $6.0B | $8.5B | ||
| Q4 24 | $5.8B | $8.3B | ||
| Q3 24 | $4.6B | $8.3B | ||
| Q2 24 | $4.4B | $8.5B | ||
| Q1 24 | $4.1B | $8.7B |
| Q4 25 | — | 0.75× | ||
| Q3 25 | — | 0.87× | ||
| Q2 25 | — | 0.90× | ||
| Q1 25 | — | 0.99× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 532.10× | ||
| Q1 24 | — | 31.68× |
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 | $274.9M |
| Free Cash FlowOCF − Capex | $318.2M | $-2.7M |
| FCF MarginFCF / Revenue | 33.4% | -0.4% |
| Capex IntensityCapex / Revenue | 0.9% | 43.5% |
| Cash ConversionOCF / Net Profit | 7.02× | 1.51× |
| TTM Free Cash FlowTrailing 4 quarters | $1.0B | $204.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $327.1M | $274.9M | ||
| Q3 25 | $251.5M | $237.8M | ||
| Q2 25 | $200.1M | $388.4M | ||
| Q1 25 | $271.5M | $253.8M | ||
| Q4 24 | $265.2M | $220.1M | ||
| Q3 24 | $228.7M | $197.9M | ||
| Q2 24 | $164.4M | $281.8M | ||
| Q1 24 | $212.3M | $315.3M |
| Q4 25 | $318.2M | $-2.7M | ||
| Q3 25 | $234.7M | $-47.8M | ||
| Q2 25 | $184.9M | $195.3M | ||
| Q1 25 | $262.8M | $59.9M | ||
| Q4 24 | $257.5M | $-20.3M | ||
| Q3 24 | $220.3M | $-49.1M | ||
| Q2 24 | $160.0M | $79.5M | ||
| Q1 24 | $198.1M | $80.3M |
| Q4 25 | 33.4% | -0.4% | ||
| Q3 25 | 26.5% | -10.8% | ||
| Q2 25 | 22.4% | 37.0% | ||
| Q1 25 | 34.5% | 8.2% | ||
| Q4 24 | 34.9% | -4.0% | ||
| Q3 24 | 31.9% | -15.8% | ||
| Q2 24 | 24.8% | 23.5% | ||
| Q1 24 | 32.4% | 14.4% |
| Q4 25 | 0.9% | 43.5% | ||
| Q3 25 | 1.9% | 64.4% | ||
| Q2 25 | 1.8% | 36.6% | ||
| Q1 25 | 1.1% | 26.4% | ||
| Q4 24 | 1.1% | 46.8% | ||
| Q3 24 | 1.2% | 79.7% | ||
| Q2 24 | 0.7% | 59.7% | ||
| Q1 24 | 2.3% | 42.1% |
| Q4 25 | 7.02× | 1.51× | ||
| Q3 25 | 7.42× | 2.21× | ||
| Q2 25 | 75.58× | 2.59× | ||
| Q1 25 | 11.02× | 1.17× | ||
| Q4 24 | 5.82× | 4.89× | ||
| Q3 24 | 4.42× | — | ||
| Q2 24 | 3.75× | — | ||
| Q1 24 | 4.98× | 1.90× |
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% |
NFG
| Natural Gas Production | $302.5M | 47% |
| Natural Gas Residential Sales | $198.0M | 31% |
| Pipeline And Storage | $69.2M | 11% |
| Natural Gas Commercial Sales | $27.9M | 4% |
| Natural Gas Storage | $25.1M | 4% |
| Other | $4.1M | 1% |
| Natural Gas Midstream | $2.8M | 0% |
