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Side-by-side financial comparison of Datadog (DDOG) and Insulet Corporation (PODD). Click either name above to swap in a different company.
Datadog is the larger business by last-quarter revenue ($953.2M vs $783.7M, roughly 1.2× Insulet Corporation). Insulet Corporation runs the higher net margin — 13.0% vs 4.9%, a 8.1% gap on every dollar of revenue. On growth, Insulet Corporation posted the faster year-over-year revenue change (31.2% vs 29.2%). Datadog produced more free cash flow last quarter ($318.2M vs $48.2M). Over the past eight quarters, Insulet Corporation's revenue compounded faster (33.2% CAGR vs 24.9%).
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.
An insulin pump is a medical device used for the administration of insulin in the treatment of diabetes mellitus, also known as continuous subcutaneous insulin therapy . The device configuration may vary depending on design. A traditional pump includes:the pump a disposable reservoir for insulin a disposable infusion set, including a cannula for subcutaneous insertion and a tubing system to connect the insulin reservoir to the cannula.
DDOG vs PODD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $953.2M | $783.7M |
| Net Profit | $46.6M | $101.6M |
| Gross Margin | 80.4% | 72.6% |
| Operating Margin | 1.0% | 18.7% |
| Net Margin | 4.9% | 13.0% |
| Revenue YoY | 29.2% | 31.2% |
| Net Profit YoY | 2.1% | 0.9% |
| EPS (diluted) | $0.13 | $1.42 |
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 | $783.7M | ||
| Q3 25 | $885.7M | $706.3M | ||
| Q2 25 | $826.8M | $649.1M | ||
| Q1 25 | $761.6M | $569.0M | ||
| Q4 24 | $737.7M | $597.5M | ||
| Q3 24 | $690.0M | $543.9M | ||
| Q2 24 | $645.3M | $488.5M | ||
| Q1 24 | $611.3M | $441.7M |
| Q4 25 | $46.6M | $101.6M | ||
| Q3 25 | $33.9M | $87.6M | ||
| Q2 25 | $2.6M | $22.5M | ||
| Q1 25 | $24.6M | $35.4M | ||
| Q4 24 | $45.6M | $100.7M | ||
| Q3 24 | $51.7M | $77.5M | ||
| Q2 24 | $43.8M | $188.6M | ||
| Q1 24 | $42.6M | $51.5M |
| Q4 25 | 80.4% | 72.6% | ||
| Q3 25 | 80.1% | 72.2% | ||
| Q2 25 | 79.9% | 69.7% | ||
| Q1 25 | 79.3% | 71.9% | ||
| Q4 24 | 80.5% | 72.1% | ||
| Q3 24 | 80.0% | 69.3% | ||
| Q2 24 | 80.9% | 67.7% | ||
| Q1 24 | 82.0% | 69.5% |
| Q4 25 | 1.0% | 18.7% | ||
| Q3 25 | -0.7% | 16.7% | ||
| Q2 25 | -4.3% | 18.7% | ||
| Q1 25 | -1.6% | 15.6% | ||
| Q4 24 | 1.3% | 18.3% | ||
| Q3 24 | 2.9% | 16.2% | ||
| Q2 24 | 2.0% | 11.2% | ||
| Q1 24 | 2.0% | 12.9% |
| Q4 25 | 4.9% | 13.0% | ||
| Q3 25 | 3.8% | 12.4% | ||
| Q2 25 | 0.3% | 3.5% | ||
| Q1 25 | 3.2% | 6.2% | ||
| Q4 24 | 6.2% | 16.9% | ||
| Q3 24 | 7.5% | 14.2% | ||
| Q2 24 | 6.8% | 38.6% | ||
| Q1 24 | 7.0% | 11.7% |
| Q4 25 | $0.13 | $1.42 | ||
| Q3 25 | $0.10 | $1.24 | ||
| Q2 25 | $0.01 | $0.32 | ||
| Q1 25 | $0.07 | $0.50 | ||
| Q4 24 | $0.14 | $1.38 | ||
| Q3 24 | $0.14 | $1.08 | ||
| Q2 24 | $0.12 | $2.59 | ||
| Q1 24 | $0.12 | $0.73 |
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 | — |
| Total DebtLower is stronger | — | $930.8M |
| Stockholders' EquityBook value | $3.7B | $1.5B |
| Total Assets | $6.6B | $3.2B |
| Debt / EquityLower = less leverage | — | 0.61× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $401.3M | — | ||
| Q3 25 | $540.6M | — | ||
| Q2 25 | $489.0M | — | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $337.4M | — | ||
| Q2 24 | $411.0M | — | ||
| Q1 24 | $282.2M | — |
| Q4 25 | — | $930.8M | ||
| Q3 25 | — | $934.9M | ||
| Q2 25 | — | $939.0M | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | $1.4B | ||
| Q2 24 | — | $1.4B | ||
| Q1 24 | — | $1.4B |
| Q4 25 | $3.7B | $1.5B | ||
| Q3 25 | $3.4B | $1.4B | ||
| Q2 25 | $3.2B | $1.5B | ||
| Q1 25 | $2.9B | $1.3B | ||
| Q4 24 | $2.7B | $1.2B | ||
| Q3 24 | $2.6B | $1.1B | ||
| Q2 24 | $2.4B | $998.4M | ||
| Q1 24 | $2.2B | $790.7M |
| Q4 25 | $6.6B | $3.2B | ||
| Q3 25 | $6.1B | $3.0B | ||
| Q2 25 | $5.8B | $3.5B | ||
| Q1 25 | $6.0B | $3.5B | ||
| Q4 24 | $5.8B | $3.1B | ||
| Q3 24 | $4.6B | $3.0B | ||
| Q2 24 | $4.4B | $2.9B | ||
| Q1 24 | $4.1B | $2.6B |
| Q4 25 | — | 0.61× | ||
| Q3 25 | — | 0.68× | ||
| Q2 25 | — | 0.64× | ||
| Q1 25 | — | 1.21× | ||
| Q4 24 | — | 1.07× | ||
| Q3 24 | — | 1.21× | ||
| Q2 24 | — | 1.36× | ||
| Q1 24 | — | 1.72× |
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 | $183.3M |
| Free Cash FlowOCF − Capex | $318.2M | $48.2M |
| FCF MarginFCF / Revenue | 33.4% | 6.2% |
| Capex IntensityCapex / Revenue | 0.9% | 17.2% |
| Cash ConversionOCF / Net Profit | 7.02× | 1.80× |
| TTM Free Cash FlowTrailing 4 quarters | $1.0B | $377.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $327.1M | $183.3M | ||
| Q3 25 | $251.5M | $125.7M | ||
| Q2 25 | $200.1M | $196.5M | ||
| Q1 25 | $271.5M | $63.8M | ||
| Q4 24 | $265.2M | $147.7M | ||
| Q3 24 | $228.7M | $98.5M | ||
| Q2 24 | $164.4M | $96.5M | ||
| Q1 24 | $212.3M | $87.6M |
| Q4 25 | $318.2M | $48.2M | ||
| Q3 25 | $234.7M | $100.1M | ||
| Q2 25 | $184.9M | $177.9M | ||
| Q1 25 | $262.8M | $51.5M | ||
| Q4 24 | $257.5M | $94.1M | ||
| Q3 24 | $220.3M | $71.8M | ||
| Q2 24 | $160.0M | $74.0M | ||
| Q1 24 | $198.1M | $65.5M |
| Q4 25 | 33.4% | 6.2% | ||
| Q3 25 | 26.5% | 14.2% | ||
| Q2 25 | 22.4% | 27.4% | ||
| Q1 25 | 34.5% | 9.1% | ||
| Q4 24 | 34.9% | 15.7% | ||
| Q3 24 | 31.9% | 13.2% | ||
| Q2 24 | 24.8% | 15.1% | ||
| Q1 24 | 32.4% | 14.8% |
| Q4 25 | 0.9% | 17.2% | ||
| Q3 25 | 1.9% | 3.6% | ||
| Q2 25 | 1.8% | 2.9% | ||
| Q1 25 | 1.1% | 2.2% | ||
| Q4 24 | 1.1% | 9.0% | ||
| Q3 24 | 1.2% | 4.9% | ||
| Q2 24 | 0.7% | 4.6% | ||
| Q1 24 | 2.3% | 5.0% |
| Q4 25 | 7.02× | 1.80× | ||
| Q3 25 | 7.42× | 1.43× | ||
| Q2 25 | 75.58× | 8.73× | ||
| Q1 25 | 11.02× | 1.80× | ||
| Q4 24 | 5.82× | 1.47× | ||
| Q3 24 | 4.42× | 1.27× | ||
| Q2 24 | 3.75× | 0.51× | ||
| Q1 24 | 4.98× | 1.70× |
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% |
PODD
| U.S.Omnipod | $567.8M | 72% |
| International Omnipod | $214.0M | 27% |
| Drug Delivery | $1.9M | 0% |
