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Side-by-side financial comparison of Datadog (DDOG) and Construction Partners, Inc. (ROAD). Click either name above to swap in a different company.
Datadog is the larger business by last-quarter revenue ($953.2M vs $809.5M, roughly 1.2× Construction Partners, Inc.). Datadog runs the higher net margin — 4.9% vs 2.1%, a 2.8% gap on every dollar of revenue. On growth, Construction Partners, Inc. posted the faster year-over-year revenue change (44.1% vs 29.2%). Datadog produced more free cash flow last quarter ($318.2M vs $47.1M). Over the past eight quarters, Construction Partners, Inc.'s revenue compounded faster (47.6% 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.
Alexander Construction Company was a Palm Springs, California, residential development company that built over 2,200 houses in the Coachella Valley of Riverside County, California, between 1955 and 1965.
DDOG vs ROAD — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $953.2M | $809.5M |
| Net Profit | $46.6M | $17.2M |
| Gross Margin | 80.4% | 15.0% |
| Operating Margin | 1.0% | 6.2% |
| Net Margin | 4.9% | 2.1% |
| Revenue YoY | 29.2% | 44.1% |
| Net Profit YoY | 2.1% | 663.9% |
| EPS (diluted) | $0.13 | $0.31 |
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 | $809.5M | ||
| Q3 25 | $885.7M | $899.8M | ||
| Q2 25 | $826.8M | $779.3M | ||
| Q1 25 | $761.6M | $571.6M | ||
| Q4 24 | $737.7M | $561.6M | ||
| Q3 24 | $690.0M | $538.2M | ||
| Q2 24 | $645.3M | $517.8M | ||
| Q1 24 | $611.3M | $371.4M |
| Q4 25 | $46.6M | $17.2M | ||
| Q3 25 | $33.9M | $56.6M | ||
| Q2 25 | $2.6M | $44.0M | ||
| Q1 25 | $24.6M | $4.2M | ||
| Q4 24 | $45.6M | $-3.1M | ||
| Q3 24 | $51.7M | $29.3M | ||
| Q2 24 | $43.8M | $30.9M | ||
| Q1 24 | $42.6M | $-1.1M |
| Q4 25 | 80.4% | 15.0% | ||
| Q3 25 | 80.1% | 17.7% | ||
| Q2 25 | 79.9% | 16.9% | ||
| Q1 25 | 79.3% | 12.5% | ||
| Q4 24 | 80.5% | 13.6% | ||
| Q3 24 | 80.0% | 15.6% | ||
| Q2 24 | 80.9% | 16.1% | ||
| Q1 24 | 82.0% | 10.4% |
| Q4 25 | 1.0% | 6.2% | ||
| Q3 25 | -0.7% | 11.2% | ||
| Q2 25 | -4.3% | 10.6% | ||
| Q1 25 | -1.6% | 4.8% | ||
| Q4 24 | 1.3% | 2.5% | ||
| Q3 24 | 2.9% | 8.5% | ||
| Q2 24 | 2.0% | 8.8% | ||
| Q1 24 | 2.0% | 0.8% |
| Q4 25 | 4.9% | 2.1% | ||
| Q3 25 | 3.8% | 6.3% | ||
| Q2 25 | 0.3% | 5.7% | ||
| Q1 25 | 3.2% | 0.7% | ||
| Q4 24 | 6.2% | -0.5% | ||
| Q3 24 | 7.5% | 5.4% | ||
| Q2 24 | 6.8% | 6.0% | ||
| Q1 24 | 7.0% | -0.3% |
| Q4 25 | $0.13 | $0.31 | ||
| Q3 25 | $0.10 | $1.03 | ||
| Q2 25 | $0.01 | $0.79 | ||
| Q1 25 | $0.07 | $0.08 | ||
| Q4 24 | $0.14 | $-0.06 | ||
| Q3 24 | $0.14 | $0.55 | ||
| Q2 24 | $0.12 | $0.59 | ||
| Q1 24 | $0.12 | $-0.02 |
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 | $104.1M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $3.7B | $969.1M |
| Total Assets | $6.6B | $3.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $401.3M | $104.1M | ||
| Q3 25 | $540.6M | $156.1M | ||
| Q2 25 | $489.0M | $114.3M | ||
| Q1 25 | $1.1B | $101.9M | ||
| Q4 24 | $1.2B | $132.5M | ||
| Q3 24 | $337.4M | $74.7M | ||
| Q2 24 | $411.0M | $56.3M | ||
| Q1 24 | $282.2M | $48.0M |
| Q4 25 | — | — | ||
| Q3 25 | — | $1.6B | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $515.0M | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $3.7B | $969.1M | ||
| Q3 25 | $3.4B | $912.0M | ||
| Q2 25 | $3.2B | $853.3M | ||
| Q1 25 | $2.9B | $807.9M | ||
| Q4 24 | $2.7B | $811.1M | ||
| Q3 24 | $2.6B | $573.7M | ||
| Q2 24 | $2.4B | $552.9M | ||
| Q1 24 | $2.2B | $525.0M |
| Q4 25 | $6.6B | $3.4B | ||
| Q3 25 | $6.1B | $3.2B | ||
| Q2 25 | $5.8B | $2.9B | ||
| Q1 25 | $6.0B | $2.8B | ||
| Q4 24 | $5.8B | $2.6B | ||
| Q3 24 | $4.6B | $1.5B | ||
| Q2 24 | $4.4B | $1.4B | ||
| Q1 24 | $4.1B | $1.3B |
| Q4 25 | — | — | ||
| Q3 25 | — | 1.78× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.90× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $82.6M |
| Free Cash FlowOCF − Capex | $318.2M | $47.1M |
| FCF MarginFCF / Revenue | 33.4% | 5.8% |
| Capex IntensityCapex / Revenue | 0.9% | 4.4% |
| Cash ConversionOCF / Net Profit | 7.02× | 4.80× |
| TTM Free Cash FlowTrailing 4 quarters | $1.0B | $186.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $327.1M | $82.6M | ||
| Q3 25 | $251.5M | $112.0M | ||
| Q2 25 | $200.1M | $83.0M | ||
| Q1 25 | $271.5M | $55.6M | ||
| Q4 24 | $265.2M | $40.7M | ||
| Q3 24 | $228.7M | $95.9M | ||
| Q2 24 | $164.4M | $34.6M | ||
| Q1 24 | $212.3M | $18.2M |
| Q4 25 | $318.2M | $47.1M | ||
| Q3 25 | $234.7M | $78.9M | ||
| Q2 25 | $184.9M | $46.4M | ||
| Q1 25 | $262.8M | $14.2M | ||
| Q4 24 | $257.5M | $13.8M | ||
| Q3 24 | $220.3M | $78.4M | ||
| Q2 24 | $160.0M | $19.7M | ||
| Q1 24 | $198.1M | $-10.6M |
| Q4 25 | 33.4% | 5.8% | ||
| Q3 25 | 26.5% | 8.8% | ||
| Q2 25 | 22.4% | 5.9% | ||
| Q1 25 | 34.5% | 2.5% | ||
| Q4 24 | 34.9% | 2.5% | ||
| Q3 24 | 31.9% | 14.6% | ||
| Q2 24 | 24.8% | 3.8% | ||
| Q1 24 | 32.4% | -2.8% |
| Q4 25 | 0.9% | 4.4% | ||
| Q3 25 | 1.9% | 3.7% | ||
| Q2 25 | 1.8% | 4.7% | ||
| Q1 25 | 1.1% | 7.2% | ||
| Q4 24 | 1.1% | 4.8% | ||
| Q3 24 | 1.2% | 3.3% | ||
| Q2 24 | 0.7% | 2.9% | ||
| Q1 24 | 2.3% | 7.7% |
| Q4 25 | 7.02× | 4.80× | ||
| Q3 25 | 7.42× | 1.98× | ||
| Q2 25 | 75.58× | 1.88× | ||
| Q1 25 | 11.02× | 13.20× | ||
| Q4 24 | 5.82× | — | ||
| Q3 24 | 4.42× | 3.27× | ||
| Q2 24 | 3.75× | 1.12× | ||
| Q1 24 | 4.98× | — |
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% |
ROAD
Segment breakdown not available.
