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Side-by-side financial comparison of Datadog (DDOG) and INSPERITY, INC. (NSP). Click either name above to swap in a different company.
INSPERITY, INC. is the larger business by last-quarter revenue ($1.7B vs $953.2M, roughly 1.7× Datadog). On growth, Datadog posted the faster year-over-year revenue change (29.2% vs 3.4%). Datadog produced more free cash flow last quarter ($318.2M vs $246.0M). Over the past eight quarters, Datadog's revenue compounded faster (24.9% CAGR vs -3.8%).
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.
Insperity, Inc., previously known as Administaff, Inc., is a professional employer organization (PEO) headquartered in Kingwood, an area of Houston, Texas, USA. Insperity provides human resources and administrative services to small and medium-sized businesses. Since 2004, the company has been title sponsor of a professional golf tournament on the Champions Tour, previously known as the Administaff Small Business Classic.
DDOG vs NSP — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $953.2M | $1.7B |
| Net Profit | $46.6M | — |
| Gross Margin | 80.4% | 10.3% |
| Operating Margin | 1.0% | -2.8% |
| Net Margin | 4.9% | — |
| Revenue YoY | 29.2% | 3.4% |
| Net Profit YoY | 2.1% | — |
| EPS (diluted) | $0.13 | $-0.87 |
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 | $1.7B | ||
| Q3 25 | $885.7M | $1.6B | ||
| Q2 25 | $826.8M | $1.7B | ||
| Q1 25 | $761.6M | $1.9B | ||
| Q4 24 | $737.7M | $1.6B | ||
| Q3 24 | $690.0M | $1.6B | ||
| Q2 24 | $645.3M | $1.6B | ||
| Q1 24 | $611.3M | $1.8B |
| Q4 25 | $46.6M | — | ||
| Q3 25 | $33.9M | $-20.0M | ||
| Q2 25 | $2.6M | $-5.0M | ||
| Q1 25 | $24.6M | $51.0M | ||
| Q4 24 | $45.6M | — | ||
| Q3 24 | $51.7M | $3.0M | ||
| Q2 24 | $43.8M | $18.0M | ||
| Q1 24 | $42.6M | $79.0M |
| Q4 25 | 80.4% | 10.3% | ||
| Q3 25 | 80.1% | 12.0% | ||
| Q2 25 | 79.9% | 13.4% | ||
| Q1 25 | 79.3% | 16.6% | ||
| Q4 24 | 80.5% | 13.5% | ||
| Q3 24 | 80.0% | 14.7% | ||
| Q2 24 | 80.9% | 16.2% | ||
| Q1 24 | 82.0% | 19.1% |
| Q4 25 | 1.0% | -2.8% | ||
| Q3 25 | -0.7% | -1.5% | ||
| Q2 25 | -4.3% | -0.4% | ||
| Q1 25 | -1.6% | 3.7% | ||
| Q4 24 | 1.3% | -0.9% | ||
| Q3 24 | 2.9% | 0.1% | ||
| Q2 24 | 2.0% | 1.4% | ||
| Q1 24 | 2.0% | 6.0% |
| Q4 25 | 4.9% | — | ||
| Q3 25 | 3.8% | -1.2% | ||
| Q2 25 | 0.3% | -0.3% | ||
| Q1 25 | 3.2% | 2.7% | ||
| Q4 24 | 6.2% | — | ||
| Q3 24 | 7.5% | 0.2% | ||
| Q2 24 | 6.8% | 1.1% | ||
| Q1 24 | 7.0% | 4.4% |
| Q4 25 | $0.13 | $-0.87 | ||
| Q3 25 | $0.10 | $-0.53 | ||
| Q2 25 | $0.01 | $-0.14 | ||
| Q1 25 | $0.07 | $1.35 | ||
| Q4 24 | $0.14 | $-0.21 | ||
| Q3 24 | $0.14 | $0.07 | ||
| Q2 24 | $0.12 | $0.48 | ||
| Q1 24 | $0.12 | $2.08 |
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 | $682.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $3.7B | $46.0M |
| Total Assets | $6.6B | $2.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $401.3M | $682.0M | ||
| Q3 25 | $540.6M | $521.0M | ||
| Q2 25 | $489.0M | $511.0M | ||
| Q1 25 | $1.1B | $684.0M | ||
| Q4 24 | $1.2B | $1.2B | ||
| Q3 24 | $337.4M | $596.0M | ||
| Q2 24 | $411.0M | $850.0M | ||
| Q1 24 | $282.2M | $801.0M |
| Q4 25 | $3.7B | $46.0M | ||
| Q3 25 | $3.4B | $87.0M | ||
| Q2 25 | $3.2B | $112.0M | ||
| Q1 25 | $2.9B | $119.0M | ||
| Q4 24 | $2.7B | $97.0M | ||
| Q3 24 | $2.6B | $125.0M | ||
| Q2 24 | $2.4B | $142.0M | ||
| Q1 24 | $2.2B | $140.0M |
| Q4 25 | $6.6B | $2.2B | ||
| Q3 25 | $6.1B | $2.0B | ||
| Q2 25 | $5.8B | $2.0B | ||
| Q1 25 | $6.0B | $2.1B | ||
| Q4 24 | $5.8B | $2.6B | ||
| Q3 24 | $4.6B | $1.9B | ||
| Q2 24 | $4.4B | $2.1B | ||
| Q1 24 | $4.1B | $2.1B |
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 | $255.0M |
| Free Cash FlowOCF − Capex | $318.2M | $246.0M |
| FCF MarginFCF / Revenue | 33.4% | 14.7% |
| Capex IntensityCapex / Revenue | 0.9% | 0.5% |
| Cash ConversionOCF / Net Profit | 7.02× | — |
| TTM Free Cash FlowTrailing 4 quarters | $1.0B | $-309.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $327.1M | $255.0M | ||
| Q3 25 | $251.5M | $-11.0M | ||
| Q2 25 | $200.1M | $-79.0M | ||
| Q1 25 | $271.5M | $-443.0M | ||
| Q4 24 | $265.2M | $619.0M | ||
| Q3 24 | $228.7M | $-150.0M | ||
| Q2 24 | $164.4M | $20.0M | ||
| Q1 24 | $212.3M | $31.0M |
| Q4 25 | $318.2M | $246.0M | ||
| Q3 25 | $234.7M | $-20.0M | ||
| Q2 25 | $184.9M | $-86.0M | ||
| Q1 25 | $262.8M | $-449.0M | ||
| Q4 24 | $257.5M | $606.0M | ||
| Q3 24 | $220.3M | $-164.0M | ||
| Q2 24 | $160.0M | $14.0M | ||
| Q1 24 | $198.1M | $26.0M |
| Q4 25 | 33.4% | 14.7% | ||
| Q3 25 | 26.5% | -1.2% | ||
| Q2 25 | 22.4% | -5.2% | ||
| Q1 25 | 34.5% | -24.1% | ||
| Q4 24 | 34.9% | 37.6% | ||
| Q3 24 | 31.9% | -10.5% | ||
| Q2 24 | 24.8% | 0.9% | ||
| Q1 24 | 32.4% | 1.4% |
| Q4 25 | 0.9% | 0.5% | ||
| Q3 25 | 1.9% | 0.6% | ||
| Q2 25 | 1.8% | 0.4% | ||
| Q1 25 | 1.1% | 0.3% | ||
| Q4 24 | 1.1% | 0.8% | ||
| Q3 24 | 1.2% | 0.9% | ||
| Q2 24 | 0.7% | 0.4% | ||
| Q1 24 | 2.3% | 0.3% |
| Q4 25 | 7.02× | — | ||
| Q3 25 | 7.42× | — | ||
| Q2 25 | 75.58× | — | ||
| Q1 25 | 11.02× | -8.69× | ||
| Q4 24 | 5.82× | — | ||
| Q3 24 | 4.42× | -50.00× | ||
| Q2 24 | 3.75× | 1.11× | ||
| Q1 24 | 4.98× | 0.39× |
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% |
NSP
| Northeast | $455.0M | 27% |
| West | $339.0M | 20% |
| Southwest | $317.0M | 19% |
| Central | $299.0M | 18% |
| Southeast | $241.0M | 14% |
| Other Revenues | $17.0M | 1% |
