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Side-by-side financial comparison of Datadog (DDOG) and Royalty Pharma plc (RPRX). Click either name above to swap in a different company.
Datadog is the larger business by last-quarter revenue ($953.2M vs $622.0M, roughly 1.5× Royalty Pharma plc). Royalty Pharma plc runs the higher net margin — 34.4% vs 4.9%, a 29.6% gap on every dollar of revenue. On growth, Datadog posted the faster year-over-year revenue change (29.2% vs 4.8%). Over the past eight quarters, Datadog's revenue compounded faster (24.9% CAGR vs 4.6%).
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.
Acceleron Pharma, Inc. is an American clinical stage biopharmaceutical company based in Cambridge, Massachusetts with a broad focus on developing medicines that regulate the transforming growth factor beta (TGF-β) superfamily of proteins, which play fundamental roles in the growth and repair of cells and tissues such as red blood cells, muscle, bone, and blood vessels.
DDOG vs RPRX — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $953.2M | $622.0M |
| Net Profit | $46.6M | $214.2M |
| Gross Margin | 80.4% | — |
| Operating Margin | 1.0% | 62.4% |
| Net Margin | 4.9% | 34.4% |
| Revenue YoY | 29.2% | 4.8% |
| Net Profit YoY | 2.1% | 2.9% |
| EPS (diluted) | $0.13 | $0.49 |
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 | $622.0M | ||
| Q3 25 | $885.7M | $609.3M | ||
| Q2 25 | $826.8M | $578.7M | ||
| Q1 25 | $761.6M | $568.2M | ||
| Q4 24 | $737.7M | $593.6M | ||
| Q3 24 | $690.0M | $564.7M | ||
| Q2 24 | $645.3M | $537.3M | ||
| Q1 24 | $611.3M | $568.0M |
| Q4 25 | $46.6M | $214.2M | ||
| Q3 25 | $33.9M | $288.2M | ||
| Q2 25 | $2.6M | $30.2M | ||
| Q1 25 | $24.6M | $238.3M | ||
| Q4 24 | $45.6M | $208.2M | ||
| Q3 24 | $51.7M | $544.0M | ||
| Q2 24 | $43.8M | $102.0M | ||
| Q1 24 | $42.6M | $4.8M |
| 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% | 62.4% | ||
| Q3 25 | -0.7% | 70.1% | ||
| Q2 25 | -4.3% | 36.3% | ||
| Q1 25 | -1.6% | 94.0% | ||
| Q4 24 | 1.3% | 60.9% | ||
| Q3 24 | 2.9% | — | ||
| Q2 24 | 2.0% | 50.2% | ||
| Q1 24 | 2.0% | -13.0% |
| Q4 25 | 4.9% | 34.4% | ||
| Q3 25 | 3.8% | 47.3% | ||
| Q2 25 | 0.3% | 5.2% | ||
| Q1 25 | 3.2% | 41.9% | ||
| Q4 24 | 6.2% | 35.1% | ||
| Q3 24 | 7.5% | 96.3% | ||
| Q2 24 | 6.8% | 19.0% | ||
| Q1 24 | 7.0% | 0.8% |
| Q4 25 | $0.13 | $0.49 | ||
| Q3 25 | $0.10 | $0.67 | ||
| Q2 25 | $0.01 | $0.07 | ||
| Q1 25 | $0.07 | $0.55 | ||
| Q4 24 | $0.14 | $0.46 | ||
| Q3 24 | $0.14 | $1.21 | ||
| Q2 24 | $0.12 | $0.23 | ||
| Q1 24 | $0.12 | $0.01 |
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 | $618.7M |
| Total DebtLower is stronger | — | $9.0B |
| Stockholders' EquityBook value | $3.7B | $9.7B |
| Total Assets | $6.6B | $19.6B |
| Debt / EquityLower = less leverage | — | 0.92× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $401.3M | $618.7M | ||
| Q3 25 | $540.6M | $938.9M | ||
| Q2 25 | $489.0M | $631.9M | ||
| Q1 25 | $1.1B | $1.1B | ||
| Q4 24 | $1.2B | $929.0M | ||
| Q3 24 | $337.4M | $950.1M | ||
| Q2 24 | $411.0M | $1.8B | ||
| Q1 24 | $282.2M | $843.0M |
| Q4 25 | — | $9.0B | ||
| Q3 25 | — | $8.9B | ||
| Q2 25 | — | $8.0B | ||
| Q1 25 | — | $7.6B | ||
| Q4 24 | — | $7.6B | ||
| Q3 24 | — | $7.6B | ||
| Q2 24 | — | $7.6B | ||
| Q1 24 | — | $6.1B |
| Q4 25 | $3.7B | $9.7B | ||
| Q3 25 | $3.4B | $9.6B | ||
| Q2 25 | $3.2B | $9.5B | ||
| Q1 25 | $2.9B | $9.8B | ||
| Q4 24 | $2.7B | $10.3B | ||
| Q3 24 | $2.6B | $10.3B | ||
| Q2 24 | $2.4B | $9.8B | ||
| Q1 24 | $2.2B | $9.9B |
| Q4 25 | $6.6B | $19.6B | ||
| Q3 25 | $6.1B | $19.3B | ||
| Q2 25 | $5.8B | $18.3B | ||
| Q1 25 | $6.0B | $17.6B | ||
| Q4 24 | $5.8B | $18.2B | ||
| Q3 24 | $4.6B | $18.0B | ||
| Q2 24 | $4.4B | $17.7B | ||
| Q1 24 | $4.1B | $16.1B |
| Q4 25 | — | 0.92× | ||
| Q3 25 | — | 0.93× | ||
| Q2 25 | — | 0.84× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 0.74× | ||
| Q2 24 | — | 0.78× | ||
| Q1 24 | — | 0.62× |
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 | $827.1M |
| Free Cash FlowOCF − Capex | $318.2M | — |
| FCF MarginFCF / Revenue | 33.4% | — |
| Capex IntensityCapex / Revenue | 0.9% | — |
| Cash ConversionOCF / Net Profit | 7.02× | 3.86× |
| TTM Free Cash FlowTrailing 4 quarters | $1.0B | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $327.1M | $827.1M | ||
| Q3 25 | $251.5M | $702.6M | ||
| Q2 25 | $200.1M | $364.0M | ||
| Q1 25 | $271.5M | $596.1M | ||
| Q4 24 | $265.2M | $742.5M | ||
| Q3 24 | $228.7M | $703.6M | ||
| Q2 24 | $164.4M | $658.2M | ||
| Q1 24 | $212.3M | $664.6M |
| 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× | 3.86× | ||
| Q3 25 | 7.42× | 2.44× | ||
| Q2 25 | 75.58× | 12.06× | ||
| Q1 25 | 11.02× | 2.50× | ||
| Q4 24 | 5.82× | 3.57× | ||
| Q3 24 | 4.42× | 1.29× | ||
| Q2 24 | 3.75× | 6.45× | ||
| Q1 24 | 4.98× | 139.10× |
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% |
RPRX
| Financial Royalty Assets | $592.4M | 95% |
| Royalty Income Other | $29.6M | 5% |
