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Side-by-side financial comparison of Datadog (DDOG) and RH (RH). Click either name above to swap in a different company.
Datadog is the larger business by last-quarter revenue ($953.2M vs $883.8M, roughly 1.1× RH). Datadog runs the higher net margin — 4.9% vs 4.1%, a 0.8% gap on every dollar of revenue. On growth, Datadog posted the faster year-over-year revenue change (29.2% vs 8.9%). Datadog produced more free cash flow last quarter ($318.2M vs $83.0M). Over the past eight quarters, Datadog's revenue compounded faster (24.9% CAGR vs 9.4%).
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.
RH is an upscale American home-furnishings company headquartered in Corte Madera, California. The company sells its merchandise through its retail stores, catalog, and online. As of August 2018, the company operated a total of 70 galleries, 18 full-line design galleries, and 3 baby-and-child galleries. The company also has 36 outlet stores in the United States and Canada.
DDOG vs RH — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $953.2M | $883.8M |
| Net Profit | $46.6M | $36.3M |
| Gross Margin | 80.4% | 44.1% |
| Operating Margin | 1.0% | 12.0% |
| Net Margin | 4.9% | 4.1% |
| Revenue YoY | 29.2% | 8.9% |
| Net Profit YoY | 2.1% | 9.3% |
| EPS (diluted) | $0.13 | $1.83 |
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 | $883.8M | ||
| Q3 25 | $885.7M | $899.2M | ||
| Q2 25 | $826.8M | $814.0M | ||
| Q1 25 | $761.6M | $812.4M | ||
| Q4 24 | $737.7M | $811.7M | ||
| Q3 24 | $690.0M | $829.7M | ||
| Q2 24 | $645.3M | $727.0M | ||
| Q1 24 | $611.3M | $738.3M |
| Q4 25 | $46.6M | $36.3M | ||
| Q3 25 | $33.9M | $51.7M | ||
| Q2 25 | $2.6M | $8.0M | ||
| Q1 25 | $24.6M | $13.9M | ||
| Q4 24 | $45.6M | $33.2M | ||
| Q3 24 | $51.7M | $29.0M | ||
| Q2 24 | $43.8M | $-3.6M | ||
| Q1 24 | $42.6M | $11.4M |
| Q4 25 | 80.4% | 44.1% | ||
| Q3 25 | 80.1% | 45.5% | ||
| Q2 25 | 79.9% | 43.7% | ||
| Q1 25 | 79.3% | 44.7% | ||
| Q4 24 | 80.5% | 44.5% | ||
| Q3 24 | 80.0% | 45.2% | ||
| Q2 24 | 80.9% | 43.5% | ||
| Q1 24 | 82.0% | 43.5% |
| Q4 25 | 1.0% | 12.0% | ||
| Q3 25 | -0.7% | 14.3% | ||
| Q2 25 | -4.3% | 6.9% | ||
| Q1 25 | -1.6% | 8.7% | ||
| Q4 24 | 1.3% | 12.5% | ||
| Q3 24 | 2.9% | 11.6% | ||
| Q2 24 | 2.0% | 7.5% | ||
| Q1 24 | 2.0% | 8.7% |
| Q4 25 | 4.9% | 4.1% | ||
| Q3 25 | 3.8% | 5.8% | ||
| Q2 25 | 0.3% | 1.0% | ||
| Q1 25 | 3.2% | 1.7% | ||
| Q4 24 | 6.2% | 4.1% | ||
| Q3 24 | 7.5% | 3.5% | ||
| Q2 24 | 6.8% | -0.5% | ||
| Q1 24 | 7.0% | 1.5% |
| Q4 25 | $0.13 | $1.83 | ||
| Q3 25 | $0.10 | $2.62 | ||
| Q2 25 | $0.01 | $0.40 | ||
| Q1 25 | $0.07 | $0.71 | ||
| Q4 24 | $0.14 | $1.66 | ||
| Q3 24 | $0.14 | $1.45 | ||
| Q2 24 | $0.12 | $-0.20 | ||
| Q1 24 | $0.12 | $0.91 |
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 | $43.1M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $3.7B | $3.3M |
| Total Assets | $6.6B | $4.8B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $401.3M | $43.1M | ||
| Q3 25 | $540.6M | $34.6M | ||
| Q2 25 | $489.0M | $46.1M | ||
| Q1 25 | $1.1B | $30.4M | ||
| Q4 24 | $1.2B | $87.0M | ||
| Q3 24 | $337.4M | $78.3M | ||
| Q2 24 | $411.0M | $101.8M | ||
| Q1 24 | $282.2M | $123.7M |
| Q4 25 | $3.7B | $3.3M | ||
| Q3 25 | $3.4B | $-40.9M | ||
| Q2 25 | $3.2B | $-110.8M | ||
| Q1 25 | $2.9B | $-163.6M | ||
| Q4 24 | $2.7B | $-183.0M | ||
| Q3 24 | $2.6B | $-234.7M | ||
| Q2 24 | $2.4B | $-289.9M | ||
| Q1 24 | $2.2B | $-297.4M |
| Q4 25 | $6.6B | $4.8B | ||
| Q3 25 | $6.1B | $4.7B | ||
| Q2 25 | $5.8B | $4.7B | ||
| Q1 25 | $6.0B | $4.6B | ||
| Q4 24 | $5.8B | $4.5B | ||
| Q3 24 | $4.6B | $4.4B | ||
| Q2 24 | $4.4B | $4.2B | ||
| Q1 24 | $4.1B | $4.1B |
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 | $131.9M |
| Free Cash FlowOCF − Capex | $318.2M | $83.0M |
| FCF MarginFCF / Revenue | 33.4% | 9.4% |
| Capex IntensityCapex / Revenue | 0.9% | 5.5% |
| Cash ConversionOCF / Net Profit | 7.02× | 3.64× |
| TTM Free Cash FlowTrailing 4 quarters | $1.0B | $128.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $327.1M | $131.9M | ||
| Q3 25 | $251.5M | $137.7M | ||
| Q2 25 | $200.1M | $86.6M | ||
| Q1 25 | $271.5M | $-18.8M | ||
| Q4 24 | $265.2M | $-31.4M | ||
| Q3 24 | $228.7M | $11.2M | ||
| Q2 24 | $164.4M | $56.1M | ||
| Q1 24 | $212.3M | $-114.0M |
| Q4 25 | $318.2M | $83.0M | ||
| Q3 25 | $234.7M | $80.7M | ||
| Q2 25 | $184.9M | $34.1M | ||
| Q1 25 | $262.8M | $-69.7M | ||
| Q4 24 | $257.5M | $-96.0M | ||
| Q3 24 | $220.3M | $-37.9M | ||
| Q2 24 | $160.0M | $-10.1M | ||
| Q1 24 | $198.1M | $-251.5M |
| Q4 25 | 33.4% | 9.4% | ||
| Q3 25 | 26.5% | 9.0% | ||
| Q2 25 | 22.4% | 4.2% | ||
| Q1 25 | 34.5% | -8.6% | ||
| Q4 24 | 34.9% | -11.8% | ||
| Q3 24 | 31.9% | -4.6% | ||
| Q2 24 | 24.8% | -1.4% | ||
| Q1 24 | 32.4% | -34.1% |
| Q4 25 | 0.9% | 5.5% | ||
| Q3 25 | 1.9% | 6.3% | ||
| Q2 25 | 1.8% | 6.5% | ||
| Q1 25 | 1.1% | 6.3% | ||
| Q4 24 | 1.1% | 8.0% | ||
| Q3 24 | 1.2% | 5.9% | ||
| Q2 24 | 0.7% | 9.1% | ||
| Q1 24 | 2.3% | 18.6% |
| Q4 25 | 7.02× | 3.64× | ||
| Q3 25 | 7.42× | 2.66× | ||
| Q2 25 | 75.58× | 10.78× | ||
| Q1 25 | 11.02× | -1.35× | ||
| Q4 24 | 5.82× | -0.95× | ||
| Q3 24 | 4.42× | 0.39× | ||
| Q2 24 | 3.75× | — | ||
| Q1 24 | 4.98× | -10.01× |
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% |
RH
| RH Segment | $835.8M | 95% |
| Waterworks Segment | $48.0M | 5% |
| Gift Card And Merchandise Credit | $4.5M | 1% |
