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Side-by-side financial comparison of Datadog (DDOG) and Primoris Services Corp (PRIM). Click either name above to swap in a different company.
Primoris Services Corp is the larger business by last-quarter revenue ($1.9B vs $953.2M, roughly 1.9× Datadog). Datadog runs the higher net margin — 4.9% vs 2.8%, a 2.1% gap on every dollar of revenue. 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 $121.1M). Over the past eight quarters, Datadog's revenue compounded faster (24.9% CAGR vs 14.7%).
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.
Primoris Services Corporation is a publicly traded specialty construction and infrastructure company based in the United States, with a particular focus on pipelines for natural gas, wastewater and water. As of 2014 it was a Fortune 1000 company.
DDOG vs PRIM — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $953.2M | $1.9B |
| Net Profit | $46.6M | $51.7M |
| Gross Margin | 80.4% | 9.4% |
| Operating Margin | 1.0% | 4.2% |
| Net Margin | 4.9% | 2.8% |
| Revenue YoY | 29.2% | 6.7% |
| Net Profit YoY | 2.1% | -4.2% |
| EPS (diluted) | $0.13 | $0.94 |
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 | $1.9B | ||
| Q3 25 | $885.7M | $2.2B | ||
| Q2 25 | $826.8M | $1.9B | ||
| Q1 25 | $761.6M | $1.6B | ||
| Q4 24 | $737.7M | $1.7B | ||
| Q3 24 | $690.0M | $1.6B | ||
| Q2 24 | $645.3M | $1.6B | ||
| Q1 24 | $611.3M | $1.4B |
| Q4 25 | $46.6M | $51.7M | ||
| Q3 25 | $33.9M | $94.6M | ||
| Q2 25 | $2.6M | $84.3M | ||
| Q1 25 | $24.6M | $44.2M | ||
| Q4 24 | $45.6M | $54.0M | ||
| Q3 24 | $51.7M | $58.4M | ||
| Q2 24 | $43.8M | $49.5M | ||
| Q1 24 | $42.6M | $18.9M |
| Q4 25 | 80.4% | 9.4% | ||
| Q3 25 | 80.1% | 10.8% | ||
| Q2 25 | 79.9% | 12.3% | ||
| Q1 25 | 79.3% | 10.4% | ||
| Q4 24 | 80.5% | 10.6% | ||
| Q3 24 | 80.0% | 12.0% | ||
| Q2 24 | 80.9% | 11.9% | ||
| Q1 24 | 82.0% | 9.4% |
| Q4 25 | 1.0% | 4.2% | ||
| Q3 25 | -0.7% | 6.3% | ||
| Q2 25 | -4.3% | 6.7% | ||
| Q1 25 | -1.6% | 4.3% | ||
| Q4 24 | 1.3% | 5.0% | ||
| Q3 24 | 2.9% | 6.0% | ||
| Q2 24 | 2.0% | 5.5% | ||
| Q1 24 | 2.0% | 3.1% |
| Q4 25 | 4.9% | 2.8% | ||
| Q3 25 | 3.8% | 4.3% | ||
| Q2 25 | 0.3% | 4.5% | ||
| Q1 25 | 3.2% | 2.7% | ||
| Q4 24 | 6.2% | 3.1% | ||
| Q3 24 | 7.5% | 3.5% | ||
| Q2 24 | 6.8% | 3.2% | ||
| Q1 24 | 7.0% | 1.3% |
| Q4 25 | $0.13 | $0.94 | ||
| Q3 25 | $0.10 | $1.73 | ||
| Q2 25 | $0.01 | $1.54 | ||
| Q1 25 | $0.07 | $0.81 | ||
| Q4 24 | $0.14 | $0.98 | ||
| Q3 24 | $0.14 | $1.07 | ||
| Q2 24 | $0.12 | $0.91 | ||
| Q1 24 | $0.12 | $0.35 |
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 | $535.5M |
| Total DebtLower is stronger | — | $469.9M |
| Stockholders' EquityBook value | $3.7B | $1.7B |
| Total Assets | $6.6B | $4.4B |
| Debt / EquityLower = less leverage | — | 0.28× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $401.3M | $535.5M | ||
| Q3 25 | $540.6M | $431.4M | ||
| Q2 25 | $489.0M | $390.3M | ||
| Q1 25 | $1.1B | $351.6M | ||
| Q4 24 | $1.2B | $455.8M | ||
| Q3 24 | $337.4M | $352.7M | ||
| Q2 24 | $411.0M | $207.4M | ||
| Q1 24 | $282.2M | $177.6M |
| Q4 25 | — | $469.9M | ||
| Q3 25 | — | $486.0M | ||
| Q2 25 | — | $603.1M | ||
| Q1 25 | — | $612.0M | ||
| Q4 24 | — | $734.8M | ||
| Q3 24 | — | $903.7M | ||
| Q2 24 | — | $933.0M | ||
| Q1 24 | — | $951.7M |
| Q4 25 | $3.7B | $1.7B | ||
| Q3 25 | $3.4B | $1.6B | ||
| Q2 25 | $3.2B | $1.5B | ||
| Q1 25 | $2.9B | $1.4B | ||
| Q4 24 | $2.7B | $1.4B | ||
| Q3 24 | $2.6B | $1.4B | ||
| Q2 24 | $2.4B | $1.3B | ||
| Q1 24 | $2.2B | $1.2B |
| Q4 25 | $6.6B | $4.4B | ||
| Q3 25 | $6.1B | $4.6B | ||
| Q2 25 | $5.8B | $4.5B | ||
| Q1 25 | $6.0B | $4.2B | ||
| Q4 24 | $5.8B | $4.2B | ||
| Q3 24 | $4.6B | $4.2B | ||
| Q2 24 | $4.4B | $4.0B | ||
| Q1 24 | $4.1B | $4.0B |
| Q4 25 | — | 0.28× | ||
| Q3 25 | — | 0.30× | ||
| Q2 25 | — | 0.39× | ||
| Q1 25 | — | 0.42× | ||
| Q4 24 | — | 0.52× | ||
| Q3 24 | — | 0.67× | ||
| Q2 24 | — | 0.72× | ||
| Q1 24 | — | 0.76× |
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 | $142.9M |
| Free Cash FlowOCF − Capex | $318.2M | $121.1M |
| FCF MarginFCF / Revenue | 33.4% | 6.5% |
| Capex IntensityCapex / Revenue | 0.9% | 1.2% |
| Cash ConversionOCF / Net Profit | 7.02× | 2.76× |
| TTM Free Cash FlowTrailing 4 quarters | $1.0B | $340.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $327.1M | $142.9M | ||
| Q3 25 | $251.5M | $182.9M | ||
| Q2 25 | $200.1M | $78.5M | ||
| Q1 25 | $271.5M | $66.2M | ||
| Q4 24 | $265.2M | $298.3M | ||
| Q3 24 | $228.7M | $222.5M | ||
| Q2 24 | $164.4M | $16.1M | ||
| Q1 24 | $212.3M | $-28.5M |
| Q4 25 | $318.2M | $121.1M | ||
| Q3 25 | $234.7M | $148.4M | ||
| Q2 25 | $184.9M | $45.3M | ||
| Q1 25 | $262.8M | $25.6M | ||
| Q4 24 | $257.5M | $270.0M | ||
| Q3 24 | $220.3M | $158.8M | ||
| Q2 24 | $160.0M | $-8.1M | ||
| Q1 24 | $198.1M | $-38.9M |
| Q4 25 | 33.4% | 6.5% | ||
| Q3 25 | 26.5% | 6.8% | ||
| Q2 25 | 22.4% | 2.4% | ||
| Q1 25 | 34.5% | 1.6% | ||
| Q4 24 | 34.9% | 15.5% | ||
| Q3 24 | 31.9% | 9.6% | ||
| Q2 24 | 24.8% | -0.5% | ||
| Q1 24 | 32.4% | -2.8% |
| Q4 25 | 0.9% | 1.2% | ||
| Q3 25 | 1.9% | 1.6% | ||
| Q2 25 | 1.8% | 1.8% | ||
| Q1 25 | 1.1% | 2.5% | ||
| Q4 24 | 1.1% | 1.6% | ||
| Q3 24 | 1.2% | 3.9% | ||
| Q2 24 | 0.7% | 1.5% | ||
| Q1 24 | 2.3% | 0.7% |
| Q4 25 | 7.02× | 2.76× | ||
| Q3 25 | 7.42× | 1.93× | ||
| Q2 25 | 75.58× | 0.93× | ||
| Q1 25 | 11.02× | 1.50× | ||
| Q4 24 | 5.82× | 5.53× | ||
| Q3 24 | 4.42× | 3.81× | ||
| Q2 24 | 3.75× | 0.32× | ||
| Q1 24 | 4.98× | -1.50× |
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% |
PRIM
| Energy Segment | $1.2B | 64% |
| Unit Price Contracts | $473.7M | 25% |
| Cost Reimbursable Contracts | $121.3M | 7% |
| Other | $74.9M | 4% |
