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Side-by-side financial comparison of Datadog (DDOG) and Organon & Co. (OGN). Click either name above to swap in a different company.
Organon & Co. is the larger business by last-quarter revenue ($1.5B vs $953.2M, roughly 1.6× Datadog). Datadog runs the higher net margin — 4.9% vs -13.6%, a 18.5% gap on every dollar of revenue. On growth, Datadog posted the faster year-over-year revenue change (29.2% vs -5.3%). Datadog produced more free cash flow last quarter ($318.2M vs $96.0M). Over the past eight quarters, Datadog's revenue compounded faster (24.9% CAGR vs -3.6%).
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.
Organon & Co. is an American pharmaceutical company headquartered in Jersey City, New Jersey. Organon specializes in the following core therapeutic fields: reproductive medicine, contraception, psychiatry, hormone replacement therapy (HRT), and anesthesia. Organon produces all its products outside of the United States but receives a third of its revenue from the United States.
DDOG vs OGN — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $953.2M | $1.5B |
| Net Profit | $46.6M | $-205.0M |
| Gross Margin | 80.4% | 49.2% |
| Operating Margin | 1.0% | -9.8% |
| Net Margin | 4.9% | -13.6% |
| Revenue YoY | 29.2% | -5.3% |
| Net Profit YoY | 2.1% | -288.1% |
| EPS (diluted) | $0.13 | $-0.78 |
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 | $1.5B | ||
| Q3 25 | $885.7M | $1.6B | ||
| Q2 25 | $826.8M | $1.6B | ||
| Q1 25 | $761.6M | $1.5B | ||
| Q4 24 | $737.7M | $1.6B | ||
| Q3 24 | $690.0M | $1.6B | ||
| Q2 24 | $645.3M | $1.6B | ||
| Q1 24 | $611.3M | $1.6B |
| Q4 25 | $46.6M | $-205.0M | ||
| Q3 25 | $33.9M | $160.0M | ||
| Q2 25 | $2.6M | $145.0M | ||
| Q1 25 | $24.6M | $87.0M | ||
| Q4 24 | $45.6M | $109.0M | ||
| Q3 24 | $51.7M | $359.0M | ||
| Q2 24 | $43.8M | $195.0M | ||
| Q1 24 | $42.6M | $201.0M |
| Q4 25 | 80.4% | 49.2% | ||
| Q3 25 | 80.1% | 53.5% | ||
| Q2 25 | 79.9% | 54.8% | ||
| Q1 25 | 79.3% | 55.6% | ||
| Q4 24 | 80.5% | 56.3% | ||
| Q3 24 | 80.0% | 58.3% | ||
| Q2 24 | 80.9% | 58.4% | ||
| Q1 24 | 82.0% | 59.0% |
| Q4 25 | 1.0% | -9.8% | ||
| Q3 25 | -0.7% | 15.2% | ||
| Q2 25 | -4.3% | 14.4% | ||
| Q1 25 | -1.6% | 6.7% | ||
| Q4 24 | 1.3% | 8.1% | ||
| Q3 24 | 2.9% | 13.1% | ||
| Q2 24 | 2.0% | 14.6% | ||
| Q1 24 | 2.0% | 14.5% |
| Q4 25 | 4.9% | -13.6% | ||
| Q3 25 | 3.8% | 10.0% | ||
| Q2 25 | 0.3% | 9.1% | ||
| Q1 25 | 3.2% | 5.8% | ||
| Q4 24 | 6.2% | 6.8% | ||
| Q3 24 | 7.5% | 22.7% | ||
| Q2 24 | 6.8% | 12.1% | ||
| Q1 24 | 7.0% | 12.4% |
| Q4 25 | $0.13 | $-0.78 | ||
| Q3 25 | $0.10 | $0.61 | ||
| Q2 25 | $0.01 | $0.56 | ||
| Q1 25 | $0.07 | $0.33 | ||
| Q4 24 | $0.14 | $0.42 | ||
| Q3 24 | $0.14 | $1.38 | ||
| Q2 24 | $0.12 | $0.75 | ||
| Q1 24 | $0.12 | $0.78 |
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 | $574.0M |
| Total DebtLower is stronger | — | $8.6B |
| Stockholders' EquityBook value | $3.7B | $752.0M |
| Total Assets | $6.6B | $12.9B |
| Debt / EquityLower = less leverage | — | 11.49× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $401.3M | $574.0M | ||
| Q3 25 | $540.6M | $672.0M | ||
| Q2 25 | $489.0M | $599.0M | ||
| Q1 25 | $1.1B | $547.0M | ||
| Q4 24 | $1.2B | $675.0M | ||
| Q3 24 | $337.4M | $763.0M | ||
| Q2 24 | $411.0M | $704.0M | ||
| Q1 24 | $282.2M | $575.0M |
| Q4 25 | — | $8.6B | ||
| Q3 25 | — | $8.8B | ||
| Q2 25 | — | $8.9B | ||
| Q1 25 | — | $9.0B | ||
| Q4 24 | — | $8.9B | ||
| Q3 24 | — | $8.7B | ||
| Q2 24 | — | $8.7B | ||
| Q1 24 | — | $8.7B |
| Q4 25 | $3.7B | $752.0M | ||
| Q3 25 | $3.4B | $906.0M | ||
| Q2 25 | $3.2B | $733.0M | ||
| Q1 25 | $2.9B | $542.0M | ||
| Q4 24 | $2.7B | $472.0M | ||
| Q3 24 | $2.6B | $493.0M | ||
| Q2 24 | $2.4B | $144.0M | ||
| Q1 24 | $2.2B | $48.0M |
| Q4 25 | $6.6B | $12.9B | ||
| Q3 25 | $6.1B | $13.6B | ||
| Q2 25 | $5.8B | $13.5B | ||
| Q1 25 | $6.0B | $13.2B | ||
| Q4 24 | $5.8B | $13.1B | ||
| Q3 24 | $4.6B | $12.8B | ||
| Q2 24 | $4.4B | $12.2B | ||
| Q1 24 | $4.1B | $11.9B |
| Q4 25 | — | 11.49× | ||
| Q3 25 | — | 9.74× | ||
| Q2 25 | — | 12.14× | ||
| Q1 25 | — | 16.52× | ||
| Q4 24 | — | 18.81× | ||
| Q3 24 | — | 17.75× | ||
| Q2 24 | — | 60.11× | ||
| Q1 24 | — | 181.54× |
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 | $141.0M |
| Free Cash FlowOCF − Capex | $318.2M | $96.0M |
| FCF MarginFCF / Revenue | 33.4% | 6.4% |
| Capex IntensityCapex / Revenue | 0.9% | 3.0% |
| Cash ConversionOCF / Net Profit | 7.02× | — |
| TTM Free Cash FlowTrailing 4 quarters | $1.0B | $538.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $327.1M | $141.0M | ||
| Q3 25 | $251.5M | $264.0M | ||
| Q2 25 | $200.1M | $220.0M | ||
| Q1 25 | $271.5M | $75.0M | ||
| Q4 24 | $265.2M | $390.0M | ||
| Q3 24 | $228.7M | $141.0M | ||
| Q2 24 | $164.4M | $332.0M | ||
| Q1 24 | $212.3M | $76.0M |
| Q4 25 | $318.2M | $96.0M | ||
| Q3 25 | $234.7M | $218.0M | ||
| Q2 25 | $184.9M | $181.0M | ||
| Q1 25 | $262.8M | $43.0M | ||
| Q4 24 | $257.5M | $335.0M | ||
| Q3 24 | $220.3M | $99.0M | ||
| Q2 24 | $160.0M | $300.0M | ||
| Q1 24 | $198.1M | $30.0M |
| Q4 25 | 33.4% | 6.4% | ||
| Q3 25 | 26.5% | 13.6% | ||
| Q2 25 | 22.4% | 11.4% | ||
| Q1 25 | 34.5% | 2.8% | ||
| Q4 24 | 34.9% | 21.0% | ||
| Q3 24 | 31.9% | 6.3% | ||
| Q2 24 | 24.8% | 18.7% | ||
| Q1 24 | 32.4% | 1.8% |
| Q4 25 | 0.9% | 3.0% | ||
| Q3 25 | 1.9% | 2.9% | ||
| Q2 25 | 1.8% | 2.4% | ||
| Q1 25 | 1.1% | 2.1% | ||
| Q4 24 | 1.1% | 3.5% | ||
| Q3 24 | 1.2% | 2.7% | ||
| Q2 24 | 0.7% | 2.0% | ||
| Q1 24 | 2.3% | 2.8% |
| Q4 25 | 7.02× | — | ||
| Q3 25 | 7.42× | 1.65× | ||
| Q2 25 | 75.58× | 1.52× | ||
| Q1 25 | 11.02× | 0.86× | ||
| Q4 24 | 5.82× | 3.58× | ||
| Q3 24 | 4.42× | 0.39× | ||
| Q2 24 | 3.75× | 1.70× | ||
| Q1 24 | 4.98× | 0.38× |
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% |
OGN
Segment breakdown not available.
