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Side-by-side financial comparison of Datadog (DDOG) and RXO, Inc. (RXO). Click either name above to swap in a different company.
RXO, Inc. is the larger business by last-quarter revenue ($1.5B vs $953.2M, roughly 1.5× Datadog). Datadog runs the higher net margin — 4.9% vs -3.1%, a 8.0% gap on every dollar of revenue. On growth, Datadog posted the faster year-over-year revenue change (29.2% vs -11.9%). Datadog produced more free cash flow last quarter ($318.2M vs $-9.0M). Over the past eight quarters, RXO, Inc.'s revenue compounded faster (26.8% 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.
RXO, Inc. is a leading transportation and logistics solutions provider headquartered in the United States. Its core service portfolio includes freight brokerage, last-mile delivery for heavy and bulky goods, managed transportation services, and end-to-end supply chain optimization support, primarily catering to clients across the North American manufacturing, retail, and e-commerce segments.
DDOG vs RXO — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $953.2M | $1.5B |
| Net Profit | $46.6M | $-46.0M |
| Gross Margin | 80.4% | — |
| Operating Margin | 1.0% | -2.9% |
| Net Margin | 4.9% | -3.1% |
| Revenue YoY | 29.2% | -11.9% |
| Net Profit YoY | 2.1% | -84.0% |
| EPS (diluted) | $0.13 | $-0.28 |
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 | $1.5B | ||
| Q3 25 | $885.7M | $1.4B | ||
| Q2 25 | $826.8M | $1.4B | ||
| Q1 25 | $761.6M | $1.4B | ||
| Q4 24 | $737.7M | $1.7B | ||
| Q3 24 | $690.0M | $1.0B | ||
| Q2 24 | $645.3M | $930.0M | ||
| Q1 24 | $611.3M | $913.0M |
| Q4 25 | $46.6M | $-46.0M | ||
| Q3 25 | $33.9M | $-14.0M | ||
| Q2 25 | $2.6M | $-9.0M | ||
| Q1 25 | $24.6M | $-31.0M | ||
| Q4 24 | $45.6M | $-25.0M | ||
| Q3 24 | $51.7M | $-243.0M | ||
| Q2 24 | $43.8M | $-7.0M | ||
| Q1 24 | $42.6M | $-15.0M |
| 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% | -2.9% | ||
| Q3 25 | -0.7% | -0.5% | ||
| Q2 25 | -4.3% | — | ||
| Q1 25 | -1.6% | -2.1% | ||
| Q4 24 | 1.3% | -1.4% | ||
| Q3 24 | 2.9% | -1.9% | ||
| Q2 24 | 2.0% | — | ||
| Q1 24 | 2.0% | -1.3% |
| Q4 25 | 4.9% | -3.1% | ||
| Q3 25 | 3.8% | -1.0% | ||
| Q2 25 | 0.3% | -0.6% | ||
| Q1 25 | 3.2% | -2.2% | ||
| Q4 24 | 6.2% | -1.5% | ||
| Q3 24 | 7.5% | -23.4% | ||
| Q2 24 | 6.8% | -0.8% | ||
| Q1 24 | 7.0% | -1.6% |
| Q4 25 | $0.13 | $-0.28 | ||
| Q3 25 | $0.10 | $-0.08 | ||
| Q2 25 | $0.01 | $-0.05 | ||
| Q1 25 | $0.07 | $-0.18 | ||
| Q4 24 | $0.14 | $-0.17 | ||
| Q3 24 | $0.14 | $-1.81 | ||
| Q2 24 | $0.12 | $-0.06 | ||
| Q1 24 | $0.12 | $-0.13 |
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 | $17.0M |
| Total DebtLower is stronger | — | $387.0M |
| Stockholders' EquityBook value | $3.7B | $1.5B |
| Total Assets | $6.6B | $3.3B |
| Debt / EquityLower = less leverage | — | 0.25× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $401.3M | $17.0M | ||
| Q3 25 | $540.6M | $25.0M | ||
| Q2 25 | $489.0M | $18.0M | ||
| Q1 25 | $1.1B | $16.0M | ||
| Q4 24 | $1.2B | $35.0M | ||
| Q3 24 | $337.4M | $55.0M | ||
| Q2 24 | $411.0M | $7.0M | ||
| Q1 24 | $282.2M | $7.0M |
| Q4 25 | — | $387.0M | ||
| Q3 25 | — | $387.0M | ||
| Q2 25 | — | $387.0M | ||
| Q1 25 | — | $387.0M | ||
| Q4 24 | — | $351.0M | ||
| Q3 24 | — | $352.0M | ||
| Q2 24 | — | $370.0M | ||
| Q1 24 | — | $351.0M |
| Q4 25 | $3.7B | $1.5B | ||
| Q3 25 | $3.4B | $1.6B | ||
| Q2 25 | $3.2B | $1.6B | ||
| Q1 25 | $2.9B | $1.6B | ||
| Q4 24 | $2.7B | $1.6B | ||
| Q3 24 | $2.6B | $1.7B | ||
| Q2 24 | $2.4B | $579.0M | ||
| Q1 24 | $2.2B | $582.0M |
| Q4 25 | $6.6B | $3.3B | ||
| Q3 25 | $6.1B | $3.2B | ||
| Q2 25 | $5.8B | $3.2B | ||
| Q1 25 | $6.0B | $3.3B | ||
| Q4 24 | $5.8B | $3.4B | ||
| Q3 24 | $4.6B | $3.4B | ||
| Q2 24 | $4.4B | $1.8B | ||
| Q1 24 | $4.1B | $1.8B |
| Q4 25 | — | 0.25× | ||
| Q3 25 | — | 0.24× | ||
| Q2 25 | — | 0.24× | ||
| Q1 25 | — | 0.24× | ||
| Q4 24 | — | 0.22× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 0.64× | ||
| Q1 24 | — | 0.60× |
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 | $7.0M |
| Free Cash FlowOCF − Capex | $318.2M | $-9.0M |
| FCF MarginFCF / Revenue | 33.4% | -0.6% |
| Capex IntensityCapex / Revenue | 0.9% | 1.1% |
| Cash ConversionOCF / Net Profit | 7.02× | — |
| TTM Free Cash FlowTrailing 4 quarters | $1.0B | $-8.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $327.1M | $7.0M | ||
| Q3 25 | $251.5M | $23.0M | ||
| Q2 25 | $200.1M | $23.0M | ||
| Q1 25 | $271.5M | $-2.0M | ||
| Q4 24 | $265.2M | $-7.0M | ||
| Q3 24 | $228.7M | $-7.0M | ||
| Q2 24 | $164.4M | $-5.0M | ||
| Q1 24 | $212.3M | $7.0M |
| Q4 25 | $318.2M | $-9.0M | ||
| Q3 25 | $234.7M | $9.0M | ||
| Q2 25 | $184.9M | $9.0M | ||
| Q1 25 | $262.8M | $-17.0M | ||
| Q4 24 | $257.5M | $-19.0M | ||
| Q3 24 | $220.3M | $-18.0M | ||
| Q2 24 | $160.0M | $-16.0M | ||
| Q1 24 | $198.1M | $-4.0M |
| Q4 25 | 33.4% | -0.6% | ||
| Q3 25 | 26.5% | 0.6% | ||
| Q2 25 | 22.4% | 0.6% | ||
| Q1 25 | 34.5% | -1.2% | ||
| Q4 24 | 34.9% | -1.1% | ||
| Q3 24 | 31.9% | -1.7% | ||
| Q2 24 | 24.8% | -1.7% | ||
| Q1 24 | 32.4% | -0.4% |
| Q4 25 | 0.9% | 1.1% | ||
| Q3 25 | 1.9% | 1.0% | ||
| Q2 25 | 1.8% | 1.0% | ||
| Q1 25 | 1.1% | 1.0% | ||
| Q4 24 | 1.1% | 0.7% | ||
| Q3 24 | 1.2% | 1.1% | ||
| Q2 24 | 0.7% | 1.2% | ||
| Q1 24 | 2.3% | 1.2% |
| Q4 25 | 7.02× | — | ||
| Q3 25 | 7.42× | — | ||
| Q2 25 | 75.58× | — | ||
| Q1 25 | 11.02× | — | ||
| Q4 24 | 5.82× | — | ||
| Q3 24 | 4.42× | — | ||
| Q2 24 | 3.75× | — | ||
| 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% |
RXO
| Retail Sector | $546.0M | 37% |
| Last Mile | $298.0M | 20% |
| Food And Beverage Sector | $225.0M | 15% |
| Other Sector | $185.0M | 13% |
| Managed Transportation | $133.0M | 9% |
| Automotive Sector | $93.0M | 6% |
