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Side-by-side financial comparison of Datadog (DDOG) and SCANSOURCE, INC. (SCSC). Click either name above to swap in a different company.
Datadog is the larger business by last-quarter revenue ($953.2M vs $766.5M, roughly 1.2× SCANSOURCE, INC.). Datadog runs the higher net margin — 4.9% vs 2.2%, a 2.7% gap on every dollar of revenue. On growth, Datadog posted the faster year-over-year revenue change (29.2% vs 2.5%). Datadog produced more free cash flow last quarter ($318.2M vs $28.9M). Over the past eight quarters, Datadog's revenue compounded faster (24.9% CAGR vs 0.9%).
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.
ScanSource, Inc. is a leading global specialty technology distributor offering a broad portfolio of solutions including point-of-sale systems, barcode scanning tools, cybersecurity products, cloud services and communication solutions. It primarily serves value-added resellers, managed service providers and enterprise clients across North America, Latin America and Europe, covering retail, healthcare, industrial and public sector core segments.
DDOG vs SCSC — Head-to-Head
Income Statement — Q4 FY2025 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $953.2M | $766.5M |
| Net Profit | $46.6M | $16.5M |
| Gross Margin | 80.4% | 13.4% |
| Operating Margin | 1.0% | 2.3% |
| Net Margin | 4.9% | 2.2% |
| Revenue YoY | 29.2% | 2.5% |
| Net Profit YoY | 2.1% | -3.3% |
| EPS (diluted) | $0.13 | $0.75 |
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 | $766.5M | ||
| Q3 25 | $885.7M | $739.6M | ||
| Q2 25 | $826.8M | $812.9M | ||
| Q1 25 | $761.6M | $704.8M | ||
| Q4 24 | $737.7M | $747.5M | ||
| Q3 24 | $690.0M | $775.6M | ||
| Q2 24 | $645.3M | $746.1M | ||
| Q1 24 | $611.3M | $752.6M |
| Q4 25 | $46.6M | $16.5M | ||
| Q3 25 | $33.9M | $19.9M | ||
| Q2 25 | $2.6M | $20.1M | ||
| Q1 25 | $24.6M | $17.4M | ||
| Q4 24 | $45.6M | $17.1M | ||
| Q3 24 | $51.7M | $17.0M | ||
| Q2 24 | $43.8M | $16.1M | ||
| Q1 24 | $42.6M | $12.8M |
| Q4 25 | 80.4% | 13.4% | ||
| Q3 25 | 80.1% | 14.5% | ||
| Q2 25 | 79.9% | 12.9% | ||
| Q1 25 | 79.3% | 14.2% | ||
| Q4 24 | 80.5% | 13.6% | ||
| Q3 24 | 80.0% | 13.1% | ||
| Q2 24 | 80.9% | 13.0% | ||
| Q1 24 | 82.0% | 12.6% |
| Q4 25 | 1.0% | 2.3% | ||
| Q3 25 | -0.7% | 3.5% | ||
| Q2 25 | -4.3% | 3.3% | ||
| Q1 25 | -1.6% | 3.2% | ||
| Q4 24 | 1.3% | 2.5% | ||
| Q3 24 | 2.9% | 2.3% | ||
| Q2 24 | 2.0% | 2.9% | ||
| Q1 24 | 2.0% | 2.3% |
| Q4 25 | 4.9% | 2.2% | ||
| Q3 25 | 3.8% | 2.7% | ||
| Q2 25 | 0.3% | 2.5% | ||
| Q1 25 | 3.2% | 2.5% | ||
| Q4 24 | 6.2% | 2.3% | ||
| Q3 24 | 7.5% | 2.2% | ||
| Q2 24 | 6.8% | 2.2% | ||
| Q1 24 | 7.0% | 1.7% |
| Q4 25 | $0.13 | $0.75 | ||
| Q3 25 | $0.10 | $0.89 | ||
| Q2 25 | $0.01 | $0.87 | ||
| Q1 25 | $0.07 | $0.74 | ||
| Q4 24 | $0.14 | $0.70 | ||
| Q3 24 | $0.14 | $0.69 | ||
| Q2 24 | $0.12 | $0.66 | ||
| Q1 24 | $0.12 | $0.50 |
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 | $83.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $3.7B | $910.9M |
| Total Assets | $6.6B | $1.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $401.3M | $83.5M | ||
| Q3 25 | $540.6M | $124.9M | ||
| Q2 25 | $489.0M | $126.2M | ||
| Q1 25 | $1.1B | $146.3M | ||
| Q4 24 | $1.2B | $110.5M | ||
| Q3 24 | $337.4M | $145.0M | ||
| Q2 24 | $411.0M | $185.5M | ||
| Q1 24 | $282.2M | $159.1M |
| Q4 25 | $3.7B | $910.9M | ||
| Q3 25 | $3.4B | $914.0M | ||
| Q2 25 | $3.2B | $906.4M | ||
| Q1 25 | $2.9B | $901.7M | ||
| Q4 24 | $2.7B | $900.7M | ||
| Q3 24 | $2.6B | $920.9M | ||
| Q2 24 | $2.4B | $924.3M | ||
| Q1 24 | $2.2B | $944.1M |
| Q4 25 | $6.6B | $1.7B | ||
| Q3 25 | $6.1B | $1.7B | ||
| Q2 25 | $5.8B | $1.8B | ||
| Q1 25 | $6.0B | $1.7B | ||
| Q4 24 | $5.8B | $1.7B | ||
| Q3 24 | $4.6B | $1.8B | ||
| Q2 24 | $4.4B | $1.8B | ||
| Q1 24 | $4.1B | $1.8B |
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 | $30.8M |
| Free Cash FlowOCF − Capex | $318.2M | $28.9M |
| FCF MarginFCF / Revenue | 33.4% | 3.8% |
| Capex IntensityCapex / Revenue | 0.9% | 0.3% |
| Cash ConversionOCF / Net Profit | 7.02× | 1.87× |
| TTM Free Cash FlowTrailing 4 quarters | $1.0B | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $327.1M | $30.8M | ||
| Q3 25 | $251.5M | $23.2M | ||
| Q2 25 | $200.1M | — | ||
| Q1 25 | $271.5M | $66.1M | ||
| Q4 24 | $265.2M | $-6.2M | ||
| Q3 24 | $228.7M | $44.8M | ||
| Q2 24 | $164.4M | — | ||
| Q1 24 | $212.3M | $160.2M |
| Q4 25 | $318.2M | $28.9M | ||
| Q3 25 | $234.7M | $20.8M | ||
| Q2 25 | $184.9M | — | ||
| Q1 25 | $262.8M | $64.6M | ||
| Q4 24 | $257.5M | $-8.2M | ||
| Q3 24 | $220.3M | $42.5M | ||
| Q2 24 | $160.0M | — | ||
| Q1 24 | $198.1M | $157.7M |
| Q4 25 | 33.4% | 3.8% | ||
| Q3 25 | 26.5% | 2.8% | ||
| Q2 25 | 22.4% | — | ||
| Q1 25 | 34.5% | 9.2% | ||
| Q4 24 | 34.9% | -1.1% | ||
| Q3 24 | 31.9% | 5.5% | ||
| Q2 24 | 24.8% | — | ||
| Q1 24 | 32.4% | 21.0% |
| Q4 25 | 0.9% | 0.3% | ||
| Q3 25 | 1.9% | 0.3% | ||
| Q2 25 | 1.8% | 0.3% | ||
| Q1 25 | 1.1% | 0.2% | ||
| Q4 24 | 1.1% | 0.3% | ||
| Q3 24 | 1.2% | 0.3% | ||
| Q2 24 | 0.7% | 0.2% | ||
| Q1 24 | 2.3% | 0.3% |
| Q4 25 | 7.02× | 1.87× | ||
| Q3 25 | 7.42× | 1.17× | ||
| Q2 25 | 75.58× | — | ||
| Q1 25 | 11.02× | 3.79× | ||
| Q4 24 | 5.82× | -0.36× | ||
| Q3 24 | 4.42× | 2.64× | ||
| Q2 24 | 3.75× | — | ||
| Q1 24 | 4.98× | 12.51× |
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% |
SCSC
| Products And Services | $723.4M | 94% |
| Intelisys Advisory | $25.0M | 3% |
| Recurring Revenue | $18.2M | 2% |
