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Side-by-side financial comparison of Datadog (DDOG) and PHINIA INC. (PHIN). Click either name above to swap in a different company.
Datadog is the larger business by last-quarter revenue ($953.2M vs $889.0M, roughly 1.1× PHINIA INC.). On growth, Datadog posted the faster year-over-year revenue change (29.2% vs 6.7%). Datadog produced more free cash flow last quarter ($318.2M vs $67.0M). Over the past eight quarters, Datadog's revenue compounded faster (24.9% CAGR vs 1.5%).
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.
PHINIA Inc. is a global automotive technology provider specializing in fuel injection systems, starters, alternators, and hybrid/electric vehicle components. It serves OEMs and aftermarket customers across North America, Europe, Asia Pacific and key markets, covering passenger car, commercial vehicle and industrial mobility segments.
DDOG vs PHIN — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $953.2M | $889.0M |
| Net Profit | $46.6M | — |
| Gross Margin | 80.4% | 21.7% |
| Operating Margin | 1.0% | 7.8% |
| Net Margin | 4.9% | — |
| Revenue YoY | 29.2% | 6.7% |
| Net Profit YoY | 2.1% | — |
| EPS (diluted) | $0.13 | $1.14 |
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 | $889.0M | ||
| Q3 25 | $885.7M | $908.0M | ||
| Q2 25 | $826.8M | $890.0M | ||
| Q1 25 | $761.6M | $796.0M | ||
| Q4 24 | $737.7M | $833.0M | ||
| Q3 24 | $690.0M | $839.0M | ||
| Q2 24 | $645.3M | $868.0M | ||
| Q1 24 | $611.3M | $863.0M |
| Q4 25 | $46.6M | — | ||
| Q3 25 | $33.9M | $13.0M | ||
| Q2 25 | $2.6M | $46.0M | ||
| Q1 25 | $24.6M | $26.0M | ||
| Q4 24 | $45.6M | — | ||
| Q3 24 | $51.7M | $31.0M | ||
| Q2 24 | $43.8M | $14.0M | ||
| Q1 24 | $42.6M | $29.0M |
| Q4 25 | 80.4% | 21.7% | ||
| Q3 25 | 80.1% | 22.0% | ||
| Q2 25 | 79.9% | 22.1% | ||
| Q1 25 | 79.3% | 21.6% | ||
| Q4 24 | 80.5% | 22.7% | ||
| Q3 24 | 80.0% | 22.3% | ||
| Q2 24 | 80.9% | 21.7% | ||
| Q1 24 | 82.0% | 22.2% |
| Q4 25 | 1.0% | 7.8% | ||
| Q3 25 | -0.7% | 3.7% | ||
| Q2 25 | -4.3% | 10.0% | ||
| Q1 25 | -1.6% | 7.8% | ||
| Q4 24 | 1.3% | 6.1% | ||
| Q3 24 | 2.9% | 7.9% | ||
| Q2 24 | 2.0% | 8.2% | ||
| Q1 24 | 2.0% | 8.2% |
| Q4 25 | 4.9% | — | ||
| Q3 25 | 3.8% | 1.4% | ||
| Q2 25 | 0.3% | 5.2% | ||
| Q1 25 | 3.2% | 3.3% | ||
| Q4 24 | 6.2% | — | ||
| Q3 24 | 7.5% | 3.7% | ||
| Q2 24 | 6.8% | 1.6% | ||
| Q1 24 | 7.0% | 3.4% |
| Q4 25 | $0.13 | $1.14 | ||
| Q3 25 | $0.10 | $0.33 | ||
| Q2 25 | $0.01 | $1.14 | ||
| Q1 25 | $0.07 | $0.63 | ||
| Q4 24 | $0.14 | $0.13 | ||
| Q3 24 | $0.14 | $0.70 | ||
| Q2 24 | $0.12 | $0.31 | ||
| Q1 24 | $0.12 | $0.62 |
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 | $359.0M |
| Total DebtLower is stronger | — | $970.0M |
| Stockholders' EquityBook value | $3.7B | $1.6B |
| Total Assets | $6.6B | $3.8B |
| Debt / EquityLower = less leverage | — | 0.61× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $401.3M | $359.0M | ||
| Q3 25 | $540.6M | $349.0M | ||
| Q2 25 | $489.0M | $347.0M | ||
| Q1 25 | $1.1B | $373.0M | ||
| Q4 24 | $1.2B | $484.0M | ||
| Q3 24 | $337.4M | $477.0M | ||
| Q2 24 | $411.0M | $339.0M | ||
| Q1 24 | $282.2M | $325.0M |
| Q4 25 | — | $970.0M | ||
| Q3 25 | — | $990.0M | ||
| Q2 25 | — | $990.0M | ||
| Q1 25 | — | $989.0M | ||
| Q4 24 | — | $988.0M | ||
| Q3 24 | — | $987.0M | ||
| Q2 24 | — | $821.0M | ||
| Q1 24 | — | $706.0M |
| Q4 25 | $3.7B | $1.6B | ||
| Q3 25 | $3.4B | $1.6B | ||
| Q2 25 | $3.2B | $1.6B | ||
| Q1 25 | $2.9B | $1.5B | ||
| Q4 24 | $2.7B | $1.6B | ||
| Q3 24 | $2.6B | $1.7B | ||
| Q2 24 | $2.4B | $1.7B | ||
| Q1 24 | $2.2B | $1.9B |
| Q4 25 | $6.6B | $3.8B | ||
| Q3 25 | $6.1B | $4.0B | ||
| Q2 25 | $5.8B | $3.9B | ||
| Q1 25 | $6.0B | $3.7B | ||
| Q4 24 | $5.8B | $3.8B | ||
| Q3 24 | $4.6B | $4.0B | ||
| Q2 24 | $4.4B | $3.9B | ||
| Q1 24 | $4.1B | $4.0B |
| Q4 25 | — | 0.61× | ||
| Q3 25 | — | 0.62× | ||
| Q2 25 | — | 0.61× | ||
| Q1 25 | — | 0.64× | ||
| Q4 24 | — | 0.63× | ||
| Q3 24 | — | 0.58× | ||
| Q2 24 | — | 0.47× | ||
| Q1 24 | — | 0.38× |
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 | $96.0M |
| Free Cash FlowOCF − Capex | $318.2M | $67.0M |
| FCF MarginFCF / Revenue | 33.4% | 7.5% |
| Capex IntensityCapex / Revenue | 0.9% | 3.3% |
| Cash ConversionOCF / Net Profit | 7.02× | — |
| TTM Free Cash FlowTrailing 4 quarters | $1.0B | $188.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $327.1M | $96.0M | ||
| Q3 25 | $251.5M | $119.0M | ||
| Q2 25 | $200.1M | $57.0M | ||
| Q1 25 | $271.5M | $40.0M | ||
| Q4 24 | $265.2M | $73.0M | ||
| Q3 24 | $228.7M | $95.0M | ||
| Q2 24 | $164.4M | $109.0M | ||
| Q1 24 | $212.3M | $31.0M |
| Q4 25 | $318.2M | $67.0M | ||
| Q3 25 | $234.7M | $93.0M | ||
| Q2 25 | $184.9M | $23.0M | ||
| Q1 25 | $262.8M | $5.0M | ||
| Q4 24 | $257.5M | $53.0M | ||
| Q3 24 | $220.3M | $70.0M | ||
| Q2 24 | $160.0M | $92.0M | ||
| Q1 24 | $198.1M | $-12.0M |
| Q4 25 | 33.4% | 7.5% | ||
| Q3 25 | 26.5% | 10.2% | ||
| Q2 25 | 22.4% | 2.6% | ||
| Q1 25 | 34.5% | 0.6% | ||
| Q4 24 | 34.9% | 6.4% | ||
| Q3 24 | 31.9% | 8.3% | ||
| Q2 24 | 24.8% | 10.6% | ||
| Q1 24 | 32.4% | -1.4% |
| Q4 25 | 0.9% | 3.3% | ||
| Q3 25 | 1.9% | 2.9% | ||
| Q2 25 | 1.8% | 3.8% | ||
| Q1 25 | 1.1% | 4.4% | ||
| Q4 24 | 1.1% | 2.4% | ||
| Q3 24 | 1.2% | 3.0% | ||
| Q2 24 | 0.7% | 2.0% | ||
| Q1 24 | 2.3% | 5.0% |
| Q4 25 | 7.02× | — | ||
| Q3 25 | 7.42× | 9.15× | ||
| Q2 25 | 75.58× | 1.24× | ||
| Q1 25 | 11.02× | 1.54× | ||
| Q4 24 | 5.82× | — | ||
| Q3 24 | 4.42× | 3.06× | ||
| Q2 24 | 3.75× | 7.79× | ||
| Q1 24 | 4.98× | 1.07× |
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% |
PHIN
| Customer | $618.0M | 70% |
| Fuel Systems | $194.0M | 22% |
| Other | $77.0M | 9% |
