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Side-by-side financial comparison of Datadog (DDOG) and PATRICK INDUSTRIES INC (PATK). Click either name above to swap in a different company.
Datadog is the larger business by last-quarter revenue ($953.2M vs $924.2M, roughly 1.0× PATRICK INDUSTRIES INC). Datadog runs the higher net margin — 4.9% vs 3.1%, a 1.7% gap on every dollar of revenue. On growth, Datadog posted the faster year-over-year revenue change (29.2% vs 9.2%). Datadog produced more free cash flow last quarter ($318.2M vs $112.7M). Over the past eight quarters, Datadog's revenue compounded faster (24.9% CAGR vs -0.5%).
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.
Anduril Industries, Inc. is an American defense technology company specializing in the development of advanced autonomous systems.
DDOG vs PATK — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $953.2M | $924.2M |
| Net Profit | $46.6M | $29.1M |
| Gross Margin | 80.4% | 23.0% |
| Operating Margin | 1.0% | 6.2% |
| Net Margin | 4.9% | 3.1% |
| Revenue YoY | 29.2% | 9.2% |
| Net Profit YoY | 2.1% | 99.7% |
| EPS (diluted) | $0.13 | $0.82 |
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 | $924.2M | ||
| Q3 25 | $885.7M | $975.6M | ||
| Q2 25 | $826.8M | $1.0B | ||
| Q1 25 | $761.6M | $1.0B | ||
| Q4 24 | $737.7M | $846.1M | ||
| Q3 24 | $690.0M | $919.4M | ||
| Q2 24 | $645.3M | $1.0B | ||
| Q1 24 | $611.3M | $933.5M |
| Q4 25 | $46.6M | $29.1M | ||
| Q3 25 | $33.9M | $35.3M | ||
| Q2 25 | $2.6M | $32.4M | ||
| Q1 25 | $24.6M | $38.2M | ||
| Q4 24 | $45.6M | $14.6M | ||
| Q3 24 | $51.7M | $40.9M | ||
| Q2 24 | $43.8M | $47.9M | ||
| Q1 24 | $42.6M | $35.1M |
| Q4 25 | 80.4% | 23.0% | ||
| Q3 25 | 80.1% | 22.6% | ||
| Q2 25 | 79.9% | 23.9% | ||
| Q1 25 | 79.3% | 22.8% | ||
| Q4 24 | 80.5% | 22.1% | ||
| Q3 24 | 80.0% | 23.1% | ||
| Q2 24 | 80.9% | 22.8% | ||
| Q1 24 | 82.0% | 21.9% |
| Q4 25 | 1.0% | 6.2% | ||
| Q3 25 | -0.7% | 6.8% | ||
| Q2 25 | -4.3% | 8.3% | ||
| Q1 25 | -1.6% | 6.5% | ||
| Q4 24 | 1.3% | 4.7% | ||
| Q3 24 | 2.9% | 8.1% | ||
| Q2 24 | 2.0% | 8.3% | ||
| Q1 24 | 2.0% | 6.4% |
| Q4 25 | 4.9% | 3.1% | ||
| Q3 25 | 3.8% | 3.6% | ||
| Q2 25 | 0.3% | 3.1% | ||
| Q1 25 | 3.2% | 3.8% | ||
| Q4 24 | 6.2% | 1.7% | ||
| Q3 24 | 7.5% | 4.4% | ||
| Q2 24 | 6.8% | 4.7% | ||
| Q1 24 | 7.0% | 3.8% |
| Q4 25 | $0.13 | $0.82 | ||
| Q3 25 | $0.10 | $1.01 | ||
| Q2 25 | $0.01 | $0.96 | ||
| Q1 25 | $0.07 | $1.11 | ||
| Q4 24 | $0.14 | $-1.44 | ||
| Q3 24 | $0.14 | $1.80 | ||
| Q2 24 | $0.12 | $2.16 | ||
| Q1 24 | $0.12 | $1.59 |
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 | $26.4M |
| Total DebtLower is stronger | — | $1.3B |
| Stockholders' EquityBook value | $3.7B | $1.2B |
| Total Assets | $6.6B | $3.1B |
| Debt / EquityLower = less leverage | — | 1.10× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $401.3M | $26.4M | ||
| Q3 25 | $540.6M | $20.7M | ||
| Q2 25 | $489.0M | $22.0M | ||
| Q1 25 | $1.1B | $86.6M | ||
| Q4 24 | $1.2B | $33.6M | ||
| Q3 24 | $337.4M | $52.6M | ||
| Q2 24 | $411.0M | $44.0M | ||
| Q1 24 | $282.2M | $17.6M |
| Q4 25 | — | $1.3B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $3.7B | $1.2B | ||
| Q3 25 | $3.4B | $1.2B | ||
| Q2 25 | $3.2B | $1.1B | ||
| Q1 25 | $2.9B | $1.1B | ||
| Q4 24 | $2.7B | $1.1B | ||
| Q3 24 | $2.6B | $1.1B | ||
| Q2 24 | $2.4B | $1.1B | ||
| Q1 24 | $2.2B | $1.1B |
| Q4 25 | $6.6B | $3.1B | ||
| Q3 25 | $6.1B | $3.1B | ||
| Q2 25 | $5.8B | $3.1B | ||
| Q1 25 | $6.0B | $3.2B | ||
| Q4 24 | $5.8B | $3.0B | ||
| Q3 24 | $4.6B | $3.1B | ||
| Q2 24 | $4.4B | $3.0B | ||
| Q1 24 | $4.1B | $3.0B |
| Q4 25 | — | 1.10× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.18× | ||
| 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 | $130.8M |
| Free Cash FlowOCF − Capex | $318.2M | $112.7M |
| FCF MarginFCF / Revenue | 33.4% | 12.2% |
| Capex IntensityCapex / Revenue | 0.9% | 2.0% |
| Cash ConversionOCF / Net Profit | 7.02× | 4.50× |
| TTM Free Cash FlowTrailing 4 quarters | $1.0B | $246.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $327.1M | $130.8M | ||
| Q3 25 | $251.5M | $9.1M | ||
| Q2 25 | $200.1M | $149.4M | ||
| Q1 25 | $271.5M | $40.1M | ||
| Q4 24 | $265.2M | $102.7M | ||
| Q3 24 | $228.7M | $51.5M | ||
| Q2 24 | $164.4M | $137.5M | ||
| Q1 24 | $212.3M | $35.2M |
| Q4 25 | $318.2M | $112.7M | ||
| Q3 25 | $234.7M | $-17.2M | ||
| Q2 25 | $184.9M | $131.1M | ||
| Q1 25 | $262.8M | $19.9M | ||
| Q4 24 | $257.5M | $77.2M | ||
| Q3 24 | $220.3M | $33.7M | ||
| Q2 24 | $160.0M | $120.6M | ||
| Q1 24 | $198.1M | $19.7M |
| Q4 25 | 33.4% | 12.2% | ||
| Q3 25 | 26.5% | -1.8% | ||
| Q2 25 | 22.4% | 12.5% | ||
| Q1 25 | 34.5% | 2.0% | ||
| Q4 24 | 34.9% | 9.1% | ||
| Q3 24 | 31.9% | 3.7% | ||
| Q2 24 | 24.8% | 11.9% | ||
| Q1 24 | 32.4% | 2.1% |
| Q4 25 | 0.9% | 2.0% | ||
| Q3 25 | 1.9% | 2.7% | ||
| Q2 25 | 1.8% | 1.7% | ||
| Q1 25 | 1.1% | 2.0% | ||
| Q4 24 | 1.1% | 3.0% | ||
| Q3 24 | 1.2% | 1.9% | ||
| Q2 24 | 0.7% | 1.7% | ||
| Q1 24 | 2.3% | 1.7% |
| Q4 25 | 7.02× | 4.50× | ||
| Q3 25 | 7.42× | 0.26× | ||
| Q2 25 | 75.58× | 4.61× | ||
| Q1 25 | 11.02× | 1.05× | ||
| Q4 24 | 5.82× | 7.05× | ||
| Q3 24 | 4.42× | 1.26× | ||
| Q2 24 | 3.75× | 2.87× | ||
| Q1 24 | 4.98× | 1.00× |
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% |
PATK
| Recreational Vehicle | $276.3M | 30% |
| Distribution | $222.4M | 24% |
| Marine | $141.9M | 15% |
| Industrial | $110.8M | 12% |
| Powersports | $104.8M | 11% |
| Manufactured Housing | $67.9M | 7% |
