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Side-by-side financial comparison of Datadog (DDOG) and RESIDEO TECHNOLOGIES, INC. (REZI). Click either name above to swap in a different company.
RESIDEO TECHNOLOGIES, INC. is the larger business by last-quarter revenue ($1.9B vs $953.2M, roughly 2.0× Datadog). RESIDEO TECHNOLOGIES, INC. runs the higher net margin — 7.2% vs 4.9%, a 2.3% gap on every dollar of revenue. On growth, Datadog posted the faster year-over-year revenue change (29.2% vs 2.0%). Datadog produced more free cash flow last quarter ($318.2M vs $262.0M). Over the past eight quarters, Datadog's revenue compounded faster (24.9% CAGR vs 12.9%).
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.
Resideo Technologies, Inc. is an American multinational company that was formed in 2018 out of a spin-off from Honeywell. It provides room air temperature, quality, and humidity control and security systems primarily in residential dwellings in the U.S. and internationally. The company operates in two segments: products and distribution. It manufactures and distributes smart-home and software products, including temperature and lighting control, security, and water and air monitoring. The com...
DDOG vs REZI — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $953.2M | $1.9B |
| Net Profit | $46.6M | $136.0M |
| Gross Margin | 80.4% | 29.6% |
| Operating Margin | 1.0% | 7.4% |
| Net Margin | 4.9% | 7.2% |
| Revenue YoY | 29.2% | 2.0% |
| Net Profit YoY | 2.1% | 491.3% |
| EPS (diluted) | $0.13 | $0.99 |
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 | $1.9B | ||
| Q2 25 | $826.8M | $1.9B | ||
| Q1 25 | $761.6M | $1.8B | ||
| Q4 24 | $737.7M | $1.9B | ||
| Q3 24 | $690.0M | $1.8B | ||
| Q2 24 | $645.3M | $1.6B | ||
| Q1 24 | $611.3M | $1.5B |
| Q4 25 | $46.6M | $136.0M | ||
| Q3 25 | $33.9M | $156.0M | ||
| Q2 25 | $2.6M | $-825.0M | ||
| Q1 25 | $24.6M | $6.0M | ||
| Q4 24 | $45.6M | $23.0M | ||
| Q3 24 | $51.7M | $20.0M | ||
| Q2 24 | $43.8M | $30.0M | ||
| Q1 24 | $42.6M | $43.0M |
| Q4 25 | 80.4% | 29.6% | ||
| Q3 25 | 80.1% | 29.8% | ||
| Q2 25 | 79.9% | 29.3% | ||
| Q1 25 | 79.3% | 28.9% | ||
| Q4 24 | 80.5% | 28.5% | ||
| Q3 24 | 80.0% | 28.7% | ||
| Q2 24 | 80.9% | 28.1% | ||
| Q1 24 | 82.0% | 26.9% |
| Q4 25 | 1.0% | 7.4% | ||
| Q3 25 | -0.7% | 8.3% | ||
| Q2 25 | -4.3% | 9.1% | ||
| Q1 25 | -1.6% | 7.7% | ||
| Q4 24 | 1.3% | 7.8% | ||
| Q3 24 | 2.9% | 6.9% | ||
| Q2 24 | 2.0% | 7.7% | ||
| Q1 24 | 2.0% | 8.6% |
| Q4 25 | 4.9% | 7.2% | ||
| Q3 25 | 3.8% | 8.4% | ||
| Q2 25 | 0.3% | -42.5% | ||
| Q1 25 | 3.2% | 0.3% | ||
| Q4 24 | 6.2% | 1.2% | ||
| Q3 24 | 7.5% | 1.1% | ||
| Q2 24 | 6.8% | 1.9% | ||
| Q1 24 | 7.0% | 2.9% |
| Q4 25 | $0.13 | $0.99 | ||
| Q3 25 | $0.10 | $0.85 | ||
| Q2 25 | $0.01 | $-5.59 | ||
| Q1 25 | $0.07 | $-0.02 | ||
| Q4 24 | $0.14 | $0.06 | ||
| Q3 24 | $0.14 | $0.07 | ||
| Q2 24 | $0.12 | $0.19 | ||
| Q1 24 | $0.12 | $0.29 |
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 | $661.0M |
| Total DebtLower is stronger | — | $3.2B |
| Stockholders' EquityBook value | $3.7B | $2.9B |
| Total Assets | $6.6B | $8.4B |
| Debt / EquityLower = less leverage | — | 1.11× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $401.3M | $661.0M | ||
| Q3 25 | $540.6M | $345.0M | ||
| Q2 25 | $489.0M | $753.0M | ||
| Q1 25 | $1.1B | $577.0M | ||
| Q4 24 | $1.2B | $692.0M | ||
| Q3 24 | $337.4M | $531.0M | ||
| Q2 24 | $411.0M | $413.0M | ||
| Q1 24 | $282.2M | $603.0M |
| Q4 25 | — | $3.2B | ||
| Q3 25 | — | $3.2B | ||
| Q2 25 | — | $2.0B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | — | $2.0B | ||
| Q1 24 | — | $1.4B |
| Q4 25 | $3.7B | $2.9B | ||
| Q3 25 | $3.4B | $2.8B | ||
| Q2 25 | $3.2B | $2.6B | ||
| Q1 25 | $2.9B | $3.3B | ||
| Q4 24 | $2.7B | $3.3B | ||
| Q3 24 | $2.6B | $3.4B | ||
| Q2 24 | $2.4B | $3.3B | ||
| Q1 24 | $2.2B | $2.8B |
| Q4 25 | $6.6B | $8.4B | ||
| Q3 25 | $6.1B | $8.2B | ||
| Q2 25 | $5.8B | $8.5B | ||
| Q1 25 | $6.0B | $8.1B | ||
| Q4 24 | $5.8B | $8.2B | ||
| Q3 24 | $4.6B | $8.1B | ||
| Q2 24 | $4.4B | $8.0B | ||
| Q1 24 | $4.1B | $6.5B |
| Q4 25 | — | 1.11× | ||
| Q3 25 | — | 1.17× | ||
| Q2 25 | — | 0.77× | ||
| Q1 25 | — | 0.60× | ||
| Q4 24 | — | 0.61× | ||
| Q3 24 | — | 0.60× | ||
| Q2 24 | — | 0.61× | ||
| Q1 24 | — | 0.51× |
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 | $299.0M |
| Free Cash FlowOCF − Capex | $318.2M | $262.0M |
| FCF MarginFCF / Revenue | 33.4% | 13.8% |
| Capex IntensityCapex / Revenue | 0.9% | 2.0% |
| Cash ConversionOCF / Net Profit | 7.02× | 2.20× |
| TTM Free Cash FlowTrailing 4 quarters | $1.0B | $-1.3B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $327.1M | $299.0M | ||
| Q3 25 | $251.5M | $-1.6B | ||
| Q2 25 | $200.1M | $200.0M | ||
| Q1 25 | $271.5M | $-65.0M | ||
| Q4 24 | $265.2M | $203.0M | ||
| Q3 24 | $228.7M | $147.0M | ||
| Q2 24 | $164.4M | $92.0M | ||
| Q1 24 | $212.3M | $2.0M |
| Q4 25 | $318.2M | $262.0M | ||
| Q3 25 | $234.7M | $-1.6B | ||
| Q2 25 | $184.9M | $180.0M | ||
| Q1 25 | $262.8M | $-96.0M | ||
| Q4 24 | $257.5M | $181.0M | ||
| Q3 24 | $220.3M | $125.0M | ||
| Q2 24 | $160.0M | $77.0M | ||
| Q1 24 | $198.1M | $-19.0M |
| Q4 25 | 33.4% | 13.8% | ||
| Q3 25 | 26.5% | -85.8% | ||
| Q2 25 | 22.4% | 9.3% | ||
| Q1 25 | 34.5% | -5.4% | ||
| Q4 24 | 34.9% | 9.7% | ||
| Q3 24 | 31.9% | 6.8% | ||
| Q2 24 | 24.8% | 4.8% | ||
| Q1 24 | 32.4% | -1.3% |
| Q4 25 | 0.9% | 2.0% | ||
| Q3 25 | 1.9% | 1.5% | ||
| Q2 25 | 1.8% | 1.0% | ||
| Q1 25 | 1.1% | 1.8% | ||
| Q4 24 | 1.1% | 1.2% | ||
| Q3 24 | 1.2% | 1.2% | ||
| Q2 24 | 0.7% | 0.9% | ||
| Q1 24 | 2.3% | 1.4% |
| Q4 25 | 7.02× | 2.20× | ||
| Q3 25 | 7.42× | -10.07× | ||
| Q2 25 | 75.58× | — | ||
| Q1 25 | 11.02× | -10.83× | ||
| Q4 24 | 5.82× | 8.83× | ||
| Q3 24 | 4.42× | 7.35× | ||
| Q2 24 | 3.75× | 3.07× | ||
| Q1 24 | 4.98× | 0.05× |
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% |
REZI
| ADI Global Distribution Segment | $1.2B | 62% |
| Safety And Security | $257.0M | 14% |
| Air | $211.0M | 11% |
| Energy Service | $153.0M | 8% |
| Public Utilities Inventory Water | $91.0M | 5% |
