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Side-by-side financial comparison of Datadog (DDOG) and SEALED AIR CORP (SEE). Click either name above to swap in a different company.
SEALED AIR CORP is the larger business by last-quarter revenue ($1.4B vs $953.2M, roughly 1.5× Datadog). Datadog runs the higher net margin — 4.9% vs 3.1%, a 1.7% gap on every dollar of revenue. On growth, Datadog posted the faster year-over-year revenue change (29.2% vs 2.6%). Datadog produced more free cash flow last quarter ($318.2M vs $257.7M). Over the past eight quarters, Datadog's revenue compounded faster (24.9% CAGR vs 2.7%).
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.
Sealed Air Corporation is a global provider of innovative packaging and protective solutions. Its core offerings include cushioning materials, food safety and preservation packaging, and sustainable waste-reducing packaging systems, serving retail, e-commerce, food and beverage, and industrial manufacturing markets worldwide.
DDOG vs SEE — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $953.2M | $1.4B |
| Net Profit | $46.6M | $43.8M |
| Gross Margin | 80.4% | 28.6% |
| Operating Margin | 1.0% | 11.4% |
| Net Margin | 4.9% | 3.1% |
| Revenue YoY | 29.2% | 2.6% |
| Net Profit YoY | 2.1% | 700.0% |
| EPS (diluted) | $0.13 | $0.30 |
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 | $1.4B | ||
| Q3 25 | $885.7M | $1.3B | ||
| Q2 25 | $826.8M | $1.3B | ||
| Q1 25 | $761.6M | $1.3B | ||
| Q4 24 | $737.7M | $1.4B | ||
| Q3 24 | $690.0M | $1.3B | ||
| Q2 24 | $645.3M | $1.3B | ||
| Q1 24 | $611.3M | $1.3B |
| Q4 25 | $46.6M | $43.8M | ||
| Q3 25 | $33.9M | $255.1M | ||
| Q2 25 | $2.6M | $93.1M | ||
| Q1 25 | $24.6M | $113.5M | ||
| Q4 24 | $45.6M | $-7.3M | ||
| Q3 24 | $51.7M | $91.7M | ||
| Q2 24 | $43.8M | $98.3M | ||
| Q1 24 | $42.6M | $82.0M |
| Q4 25 | 80.4% | 28.6% | ||
| Q3 25 | 80.1% | 29.8% | ||
| Q2 25 | 79.9% | 30.7% | ||
| Q1 25 | 79.3% | 30.9% | ||
| Q4 24 | 80.5% | 30.0% | ||
| Q3 24 | 80.0% | 30.1% | ||
| Q2 24 | 80.9% | 31.2% | ||
| Q1 24 | 82.0% | 30.3% |
| Q4 25 | 1.0% | 11.4% | ||
| Q3 25 | -0.7% | 13.8% | ||
| Q2 25 | -4.3% | 15.0% | ||
| Q1 25 | -1.6% | 14.5% | ||
| Q4 24 | 1.3% | 11.7% | ||
| Q3 24 | 2.9% | 13.9% | ||
| Q2 24 | 2.0% | 15.4% | ||
| Q1 24 | 2.0% | 14.0% |
| Q4 25 | 4.9% | 3.1% | ||
| Q3 25 | 3.8% | 19.0% | ||
| Q2 25 | 0.3% | 7.0% | ||
| Q1 25 | 3.2% | 9.0% | ||
| Q4 24 | 6.2% | -0.5% | ||
| Q3 24 | 7.5% | 6.9% | ||
| Q2 24 | 6.8% | 7.4% | ||
| Q1 24 | 7.0% | 6.2% |
| Q4 25 | $0.13 | $0.30 | ||
| Q3 25 | $0.10 | $1.73 | ||
| Q2 25 | $0.01 | $0.63 | ||
| Q1 25 | $0.07 | $0.77 | ||
| Q4 24 | $0.14 | $-0.05 | ||
| Q3 24 | $0.14 | $0.63 | ||
| Q2 24 | $0.12 | $0.67 | ||
| Q1 24 | $0.12 | $0.56 |
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 | $344.0M |
| Total DebtLower is stronger | — | $3.3B |
| Stockholders' EquityBook value | $3.7B | $1.2B |
| Total Assets | $6.6B | $7.0B |
| Debt / EquityLower = less leverage | — | 2.65× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $401.3M | $344.0M | ||
| Q3 25 | $540.6M | $282.5M | ||
| Q2 25 | $489.0M | $354.4M | ||
| Q1 25 | $1.1B | $335.2M | ||
| Q4 24 | $1.2B | $371.8M | ||
| Q3 24 | $337.4M | $386.0M | ||
| Q2 24 | $411.0M | $388.6M | ||
| Q1 24 | $282.2M | $352.8M |
| Q4 25 | — | $3.3B | ||
| Q3 25 | — | $4.0B | ||
| Q2 25 | — | $4.0B | ||
| Q1 25 | — | $4.2B | ||
| Q4 24 | — | $4.2B | ||
| Q3 24 | — | $4.3B | ||
| Q2 24 | — | $4.4B | ||
| Q1 24 | — | $4.5B |
| Q4 25 | $3.7B | $1.2B | ||
| Q3 25 | $3.4B | $1.2B | ||
| Q2 25 | $3.2B | $953.1M | ||
| Q1 25 | $2.9B | $797.9M | ||
| Q4 24 | $2.7B | $624.5M | ||
| Q3 24 | $2.6B | $771.2M | ||
| Q2 24 | $2.4B | $650.1M | ||
| Q1 24 | $2.2B | $598.3M |
| Q4 25 | $6.6B | $7.0B | ||
| Q3 25 | $6.1B | $7.1B | ||
| Q2 25 | $5.8B | $7.2B | ||
| Q1 25 | $6.0B | $7.0B | ||
| Q4 24 | $5.8B | $7.0B | ||
| Q3 24 | $4.6B | $7.3B | ||
| Q2 24 | $4.4B | $7.3B | ||
| Q1 24 | $4.1B | $7.2B |
| Q4 25 | — | 2.65× | ||
| Q3 25 | — | 3.34× | ||
| Q2 25 | — | 4.18× | ||
| Q1 25 | — | 5.26× | ||
| Q4 24 | — | 6.72× | ||
| Q3 24 | — | 5.62× | ||
| Q2 24 | — | 6.81× | ||
| Q1 24 | — | 7.49× |
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 | $293.6M |
| Free Cash FlowOCF − Capex | $318.2M | $257.7M |
| FCF MarginFCF / Revenue | 33.4% | 18.5% |
| Capex IntensityCapex / Revenue | 0.9% | 2.6% |
| Cash ConversionOCF / Net Profit | 7.02× | 6.70× |
| TTM Free Cash FlowTrailing 4 quarters | $1.0B | $458.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $327.1M | $293.6M | ||
| Q3 25 | $251.5M | $165.9M | ||
| Q2 25 | $200.1M | $136.6M | ||
| Q1 25 | $271.5M | $31.9M | ||
| Q4 24 | $265.2M | $244.2M | ||
| Q3 24 | $228.7M | $170.5M | ||
| Q2 24 | $164.4M | $188.2M | ||
| Q1 24 | $212.3M | $125.1M |
| Q4 25 | $318.2M | $257.7M | ||
| Q3 25 | $234.7M | $119.6M | ||
| Q2 25 | $184.9M | $93.2M | ||
| Q1 25 | $262.8M | $-12.0M | ||
| Q4 24 | $257.5M | $185.1M | ||
| Q3 24 | $220.3M | $115.2M | ||
| Q2 24 | $160.0M | $129.5M | ||
| Q1 24 | $198.1M | $78.0M |
| Q4 25 | 33.4% | 18.5% | ||
| Q3 25 | 26.5% | 8.9% | ||
| Q2 25 | 22.4% | 7.0% | ||
| Q1 25 | 34.5% | -0.9% | ||
| Q4 24 | 34.9% | 13.6% | ||
| Q3 24 | 31.9% | 8.6% | ||
| Q2 24 | 24.8% | 9.7% | ||
| Q1 24 | 32.4% | 5.9% |
| Q4 25 | 0.9% | 2.6% | ||
| Q3 25 | 1.9% | 3.4% | ||
| Q2 25 | 1.8% | 3.3% | ||
| Q1 25 | 1.1% | 3.5% | ||
| Q4 24 | 1.1% | 4.4% | ||
| Q3 24 | 1.2% | 4.1% | ||
| Q2 24 | 0.7% | 4.4% | ||
| Q1 24 | 2.3% | 3.6% |
| Q4 25 | 7.02× | 6.70× | ||
| Q3 25 | 7.42× | 0.65× | ||
| Q2 25 | 75.58× | 1.47× | ||
| Q1 25 | 11.02× | 0.28× | ||
| Q4 24 | 5.82× | — | ||
| Q3 24 | 4.42× | 1.86× | ||
| Q2 24 | 3.75× | 1.91× | ||
| Q1 24 | 4.98× | 1.53× |
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% |
SEE
| Protective Segment | $1.1B | 78% |
| Other | $292.0M | 21% |
| Pension Plans Defined Benefit | $7.9M | 1% |
