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Side-by-side financial comparison of Datadog (DDOG) and SOMNIGROUP INTERNATIONAL INC. (SGI). Click either name above to swap in a different company.
SOMNIGROUP INTERNATIONAL INC. is the larger business by last-quarter revenue ($1.9B vs $953.2M, roughly 2.0× Datadog). SOMNIGROUP INTERNATIONAL INC. runs the higher net margin — 7.5% vs 4.9%, a 2.7% gap on every dollar of revenue. On growth, SOMNIGROUP INTERNATIONAL INC. posted the faster year-over-year revenue change (54.7% vs 29.2%). Datadog produced more free cash flow last quarter ($318.2M vs $41.1M). Over the past eight quarters, SOMNIGROUP INTERNATIONAL INC.'s revenue compounded faster (25.3% 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.
Somnigroup International Inc. is an American manufacturer of mattresses and bedding products.
DDOG vs SGI — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $953.2M | $1.9B |
| Net Profit | $46.6M | $140.8M |
| Gross Margin | 80.4% | 44.0% |
| Operating Margin | 1.0% | 13.2% |
| Net Margin | 4.9% | 7.5% |
| Revenue YoY | 29.2% | 54.7% |
| Net Profit YoY | 2.1% | 95.8% |
| EPS (diluted) | $0.13 | $0.71 |
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 | $1.9B | ||
| Q3 25 | $885.7M | $2.1B | ||
| Q2 25 | $826.8M | $1.9B | ||
| Q1 25 | $761.6M | $1.6B | ||
| Q4 24 | $737.7M | $1.2B | ||
| Q3 24 | $690.0M | $1.3B | ||
| Q2 24 | $645.3M | $1.2B | ||
| Q1 24 | $611.3M | $1.2B |
| Q4 25 | $46.6M | $140.8M | ||
| Q3 25 | $33.9M | $177.4M | ||
| Q2 25 | $2.6M | $99.0M | ||
| Q1 25 | $24.6M | $-33.1M | ||
| Q4 24 | $45.6M | $71.9M | ||
| Q3 24 | $51.7M | $130.0M | ||
| Q2 24 | $43.8M | $106.1M | ||
| Q1 24 | $42.6M | $76.3M |
| Q4 25 | 80.4% | 44.0% | ||
| Q3 25 | 80.1% | 44.9% | ||
| Q2 25 | 79.9% | 44.0% | ||
| Q1 25 | 79.3% | 36.2% | ||
| Q4 24 | 80.5% | 43.3% | ||
| Q3 24 | 80.0% | 45.4% | ||
| Q2 24 | 80.9% | 44.9% | ||
| Q1 24 | 82.0% | 43.1% |
| Q4 25 | 1.0% | 13.2% | ||
| Q3 25 | -0.7% | 14.8% | ||
| Q2 25 | -4.3% | 9.6% | ||
| Q1 25 | -1.6% | 0.8% | ||
| Q4 24 | 1.3% | 10.6% | ||
| Q3 24 | 2.9% | 15.5% | ||
| Q2 24 | 2.0% | 14.0% | ||
| Q1 24 | 2.0% | 11.1% |
| Q4 25 | 4.9% | 7.5% | ||
| Q3 25 | 3.8% | 8.4% | ||
| Q2 25 | 0.3% | 5.3% | ||
| Q1 25 | 3.2% | -2.1% | ||
| Q4 24 | 6.2% | 6.0% | ||
| Q3 24 | 7.5% | 10.0% | ||
| Q2 24 | 6.8% | 8.6% | ||
| Q1 24 | 7.0% | 6.4% |
| Q4 25 | $0.13 | $0.71 | ||
| Q3 25 | $0.10 | $0.83 | ||
| Q2 25 | $0.01 | $0.47 | ||
| Q1 25 | $0.07 | $-0.17 | ||
| Q4 24 | $0.14 | $0.40 | ||
| Q3 24 | $0.14 | $0.73 | ||
| Q2 24 | $0.12 | $0.60 | ||
| Q1 24 | $0.12 | $0.43 |
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 | — |
| Total DebtLower is stronger | — | $4.6B |
| Stockholders' EquityBook value | $3.7B | $3.1B |
| Total Assets | $6.6B | $11.6B |
| Debt / EquityLower = less leverage | — | 1.47× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $401.3M | — | ||
| Q3 25 | $540.6M | — | ||
| Q2 25 | $489.0M | — | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $337.4M | — | ||
| Q2 24 | $411.0M | — | ||
| Q1 24 | $282.2M | — |
| Q4 25 | — | $4.6B | ||
| Q3 25 | — | $4.5B | ||
| Q2 25 | — | $4.8B | ||
| Q1 25 | — | $4.9B | ||
| Q4 24 | — | $3.7B | ||
| Q3 24 | — | $2.2B | ||
| Q2 24 | — | $2.4B | ||
| Q1 24 | — | $2.5B |
| Q4 25 | $3.7B | $3.1B | ||
| Q3 25 | $3.4B | $3.0B | ||
| Q2 25 | $3.2B | $2.8B | ||
| Q1 25 | $2.9B | $2.7B | ||
| Q4 24 | $2.7B | $559.0M | ||
| Q3 24 | $2.6B | $564.5M | ||
| Q2 24 | $2.4B | $411.8M | ||
| Q1 24 | $2.2B | $326.6M |
| Q4 25 | $6.6B | $11.6B | ||
| Q3 25 | $6.1B | $11.4B | ||
| Q2 25 | $5.8B | $11.4B | ||
| Q1 25 | $6.0B | $11.3B | ||
| Q4 24 | $5.8B | $6.0B | ||
| Q3 24 | $4.6B | $4.6B | ||
| Q2 24 | $4.4B | $4.6B | ||
| Q1 24 | $4.1B | $4.6B |
| Q4 25 | — | 1.47× | ||
| Q3 25 | — | 1.51× | ||
| Q2 25 | — | 1.69× | ||
| Q1 25 | — | 1.79× | ||
| Q4 24 | — | 6.69× | ||
| Q3 24 | — | 3.95× | ||
| Q2 24 | — | 5.92× | ||
| Q1 24 | — | 7.74× |
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 | $99.4M |
| Free Cash FlowOCF − Capex | $318.2M | $41.1M |
| FCF MarginFCF / Revenue | 33.4% | 2.2% |
| Capex IntensityCapex / Revenue | 0.9% | 3.1% |
| Cash ConversionOCF / Net Profit | 7.02× | 0.71× |
| TTM Free Cash FlowTrailing 4 quarters | $1.0B | $633.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $327.1M | $99.4M | ||
| Q3 25 | $251.5M | $408.2M | ||
| Q2 25 | $200.1M | $186.1M | ||
| Q1 25 | $271.5M | $106.4M | ||
| Q4 24 | $265.2M | $129.1M | ||
| Q3 24 | $228.7M | $256.6M | ||
| Q2 24 | $164.4M | $150.6M | ||
| Q1 24 | $212.3M | $130.2M |
| Q4 25 | $318.2M | $41.1M | ||
| Q3 25 | $234.7M | $360.3M | ||
| Q2 25 | $184.9M | $149.4M | ||
| Q1 25 | $262.8M | $82.4M | ||
| Q4 24 | $257.5M | $108.2M | ||
| Q3 24 | $220.3M | $240.2M | ||
| Q2 24 | $160.0M | $122.1M | ||
| Q1 24 | $198.1M | $98.7M |
| Q4 25 | 33.4% | 2.2% | ||
| Q3 25 | 26.5% | 17.0% | ||
| Q2 25 | 22.4% | 7.9% | ||
| Q1 25 | 34.5% | 5.1% | ||
| Q4 24 | 34.9% | 9.0% | ||
| Q3 24 | 31.9% | 18.5% | ||
| Q2 24 | 24.8% | 9.9% | ||
| Q1 24 | 32.4% | 8.3% |
| Q4 25 | 0.9% | 3.1% | ||
| Q3 25 | 1.9% | 2.3% | ||
| Q2 25 | 1.8% | 2.0% | ||
| Q1 25 | 1.1% | 1.5% | ||
| Q4 24 | 1.1% | 1.7% | ||
| Q3 24 | 1.2% | 1.3% | ||
| Q2 24 | 0.7% | 2.3% | ||
| Q1 24 | 2.3% | 2.6% |
| Q4 25 | 7.02× | 0.71× | ||
| Q3 25 | 7.42× | 2.30× | ||
| Q2 25 | 75.58× | 1.88× | ||
| Q1 25 | 11.02× | — | ||
| Q4 24 | 5.82× | 1.80× | ||
| Q3 24 | 4.42× | 1.97× | ||
| Q2 24 | 3.75× | 1.42× | ||
| Q1 24 | 4.98× | 1.71× |
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% |
SGI
| Mattress Firm Segment | $892.1M | 48% |
| Tempur Sealy North America Segment | $620.5M | 33% |
| Tempur Sealy International Segment | $355.8M | 19% |
