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Side-by-side financial comparison of Datadog (DDOG) and Public Storage (PSA). Click either name above to swap in a different company.
Public Storage is the larger business by last-quarter revenue ($1.2B vs $953.2M, roughly 1.3× Datadog). Public Storage runs the higher net margin — 41.7% vs 4.9%, a 36.8% gap on every dollar of revenue. On growth, Datadog posted the faster year-over-year revenue change (29.2% vs 3.3%). Over the past eight quarters, Datadog's revenue compounded faster (24.9% CAGR vs 2.5%).
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.
Public Storage, headquartered in Glendale, California, is a real estate investment trust that invests in self storage. It is the largest brand of self-storage services in the US and owns approximately 9% of the self storage square footage in the U.S. As of December 31, 2024, the company operated 3,073 self-storage facilities containing an aggregate of 221 million net rentable square feet of space.
DDOG vs PSA — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $953.2M | $1.2B |
| Net Profit | $46.6M | $507.1M |
| Gross Margin | 80.4% | — |
| Operating Margin | 1.0% | 40.7% |
| Net Margin | 4.9% | 41.7% |
| Revenue YoY | 29.2% | 3.3% |
| Net Profit YoY | 2.1% | -17.5% |
| EPS (diluted) | $0.13 | $2.59 |
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 | $1.2B | ||
| Q3 25 | $885.7M | $1.2B | ||
| Q2 25 | $826.8M | $1.2B | ||
| Q1 25 | $761.6M | $1.2B | ||
| Q4 24 | $737.7M | $1.2B | ||
| Q3 24 | $690.0M | $1.2B | ||
| Q2 24 | $645.3M | $1.2B | ||
| Q1 24 | $611.3M | $1.2B |
| Q4 25 | $46.6M | $507.1M | ||
| Q3 25 | $33.9M | $511.1M | ||
| Q2 25 | $2.6M | $358.4M | ||
| Q1 25 | $24.6M | $407.8M | ||
| Q4 24 | $45.6M | $614.6M | ||
| Q3 24 | $51.7M | $430.3M | ||
| Q2 24 | $43.8M | $518.1M | ||
| Q1 24 | $42.6M | $508.9M |
| Q4 25 | 80.4% | — | ||
| Q3 25 | 80.1% | — | ||
| Q2 25 | 79.9% | — | ||
| Q1 25 | 79.3% | — | ||
| Q4 24 | 80.5% | — | ||
| Q3 24 | 80.0% | — | ||
| Q2 24 | 80.9% | — | ||
| Q1 24 | 82.0% | — |
| Q4 25 | 1.0% | 40.7% | ||
| Q3 25 | -0.7% | 42.3% | ||
| Q2 25 | -4.3% | 30.4% | ||
| Q1 25 | -1.6% | 34.8% | ||
| Q4 24 | 1.3% | 52.4% | ||
| Q3 24 | 2.9% | 36.7% | ||
| Q2 24 | 2.0% | 44.6% | ||
| Q1 24 | 2.0% | 44.3% |
| Q4 25 | 4.9% | 41.7% | ||
| Q3 25 | 3.8% | 41.8% | ||
| Q2 25 | 0.3% | 29.8% | ||
| Q1 25 | 3.2% | 34.5% | ||
| Q4 24 | 6.2% | 52.2% | ||
| Q3 24 | 7.5% | 36.2% | ||
| Q2 24 | 6.8% | 44.2% | ||
| Q1 24 | 7.0% | 44.0% |
| Q4 25 | $0.13 | $2.59 | ||
| Q3 25 | $0.10 | $2.62 | ||
| Q2 25 | $0.01 | $1.76 | ||
| Q1 25 | $0.07 | $2.04 | ||
| Q4 24 | $0.14 | $3.22 | ||
| Q3 24 | $0.14 | $2.16 | ||
| Q2 24 | $0.12 | $2.66 | ||
| Q1 24 | $0.12 | $2.60 |
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 | $318.1M |
| Total DebtLower is stronger | — | $10.3B |
| Stockholders' EquityBook value | $3.7B | $9.2B |
| Total Assets | $6.6B | $20.2B |
| Debt / EquityLower = less leverage | — | 1.11× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $401.3M | $318.1M | ||
| Q3 25 | $540.6M | $296.5M | ||
| Q2 25 | $489.0M | $1.1B | ||
| Q1 25 | $1.1B | $287.2M | ||
| Q4 24 | $1.2B | $447.4M | ||
| Q3 24 | $337.4M | $599.0M | ||
| Q2 24 | $411.0M | $542.3M | ||
| Q1 24 | $282.2M | $271.6M |
| Q4 25 | — | $10.3B | ||
| Q3 25 | — | $10.0B | ||
| Q2 25 | — | $10.4B | ||
| Q1 25 | — | $9.4B | ||
| Q4 24 | — | $9.4B | ||
| Q3 24 | — | $9.5B | ||
| Q2 24 | — | $9.4B | ||
| Q1 24 | — | $9.1B |
| Q4 25 | $3.7B | $9.2B | ||
| Q3 25 | $3.4B | $9.3B | ||
| Q2 25 | $3.2B | $9.4B | ||
| Q1 25 | $2.9B | $9.6B | ||
| Q4 24 | $2.7B | $9.7B | ||
| Q3 24 | $2.6B | $9.6B | ||
| Q2 24 | $2.4B | $9.7B | ||
| Q1 24 | $2.2B | $9.9B |
| Q4 25 | $6.6B | $20.2B | ||
| Q3 25 | $6.1B | $20.1B | ||
| Q2 25 | $5.8B | $20.5B | ||
| Q1 25 | $6.0B | $19.6B | ||
| Q4 24 | $5.8B | $19.8B | ||
| Q3 24 | $4.6B | $19.8B | ||
| Q2 24 | $4.4B | $19.8B | ||
| Q1 24 | $4.1B | $19.6B |
| Q4 25 | — | 1.11× | ||
| Q3 25 | — | 1.08× | ||
| Q2 25 | — | 1.11× | ||
| Q1 25 | — | 0.99× | ||
| Q4 24 | — | 0.96× | ||
| Q3 24 | — | 0.99× | ||
| Q2 24 | — | 0.97× | ||
| Q1 24 | — | 0.91× |
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 | $733.6M |
| Free Cash FlowOCF − Capex | $318.2M | — |
| FCF MarginFCF / Revenue | 33.4% | — |
| Capex IntensityCapex / Revenue | 0.9% | — |
| Cash ConversionOCF / Net Profit | 7.02× | 1.45× |
| TTM Free Cash FlowTrailing 4 quarters | $1.0B | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $327.1M | $733.6M | ||
| Q3 25 | $251.5M | $875.1M | ||
| Q2 25 | $200.1M | $872.7M | ||
| Q1 25 | $271.5M | $705.1M | ||
| Q4 24 | $265.2M | $768.6M | ||
| Q3 24 | $228.7M | $798.8M | ||
| Q2 24 | $164.4M | $895.3M | ||
| Q1 24 | $212.3M | $665.6M |
| Q4 25 | $318.2M | — | ||
| Q3 25 | $234.7M | — | ||
| Q2 25 | $184.9M | — | ||
| Q1 25 | $262.8M | — | ||
| Q4 24 | $257.5M | — | ||
| Q3 24 | $220.3M | — | ||
| Q2 24 | $160.0M | — | ||
| Q1 24 | $198.1M | — |
| Q4 25 | 33.4% | — | ||
| Q3 25 | 26.5% | — | ||
| Q2 25 | 22.4% | — | ||
| Q1 25 | 34.5% | — | ||
| Q4 24 | 34.9% | — | ||
| Q3 24 | 31.9% | — | ||
| Q2 24 | 24.8% | — | ||
| Q1 24 | 32.4% | — |
| Q4 25 | 0.9% | — | ||
| Q3 25 | 1.9% | — | ||
| Q2 25 | 1.8% | — | ||
| Q1 25 | 1.1% | — | ||
| Q4 24 | 1.1% | — | ||
| Q3 24 | 1.2% | — | ||
| Q2 24 | 0.7% | — | ||
| Q1 24 | 2.3% | — |
| Q4 25 | 7.02× | 1.45× | ||
| Q3 25 | 7.42× | 1.71× | ||
| Q2 25 | 75.58× | 2.43× | ||
| Q1 25 | 11.02× | 1.73× | ||
| Q4 24 | 5.82× | 1.25× | ||
| Q3 24 | 4.42× | 1.86× | ||
| Q2 24 | 3.75× | 1.73× | ||
| Q1 24 | 4.98× | 1.31× |
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% |
PSA
| Self Storage Operations | $1.1B | 93% |
| Ancillary Operations | $86.9M | 7% |
