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Side-by-side financial comparison of Datadog (DDOG) and SELECTIVE INSURANCE GROUP INC (SIGI). Click either name above to swap in a different company.
SELECTIVE INSURANCE GROUP INC is the larger business by last-quarter revenue ($1.4B vs $953.2M, roughly 1.4× Datadog). SELECTIVE INSURANCE GROUP INC runs the higher net margin — 7.2% vs 4.9%, a 2.3% gap on every dollar of revenue. On growth, Datadog posted the faster year-over-year revenue change (29.2% vs 5.7%). Over the past eight quarters, Datadog's revenue compounded faster (24.9% CAGR vs 6.6%).
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.
Selective Insurance Group Inc. is a U.S.-based insurance holding company that provides a comprehensive portfolio of property and casualty insurance products, including personal auto, home insurance, commercial property, liability, and workers' compensation coverage. It primarily serves small and medium-sized businesses, individual consumers, and nonprofits across the U.S., distributing offerings via a network of independent insurance agents.
DDOG vs SIGI — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $953.2M | $1.4B |
| Net Profit | $46.6M | $97.7M |
| Gross Margin | 80.4% | — |
| Operating Margin | 1.0% | — |
| Net Margin | 4.9% | 7.2% |
| Revenue YoY | 29.2% | 5.7% |
| Net Profit YoY | 2.1% | -37.0% |
| EPS (diluted) | $0.13 | $1.58 |
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.
| Q1 26 | — | $1.4B | ||
| Q4 25 | $953.2M | $1.4B | ||
| Q3 25 | $885.7M | $1.4B | ||
| Q2 25 | $826.8M | $1.3B | ||
| Q1 25 | $761.6M | $1.3B | ||
| Q4 24 | $737.7M | $1.3B | ||
| Q3 24 | $690.0M | $1.2B | ||
| Q2 24 | $645.3M | $1.2B |
| Q1 26 | — | $97.7M | ||
| Q4 25 | $46.6M | $155.2M | ||
| Q3 25 | $33.9M | $115.3M | ||
| Q2 25 | $2.6M | $85.9M | ||
| Q1 25 | $24.6M | $109.9M | ||
| Q4 24 | $45.6M | $95.5M | ||
| Q3 24 | $51.7M | $92.3M | ||
| Q2 24 | $43.8M | $-63.3M |
| Q1 26 | — | — | ||
| 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 26 | — | — | ||
| Q4 25 | 1.0% | 14.4% | ||
| Q3 25 | -0.7% | 10.7% | ||
| Q2 25 | -4.3% | 8.2% | ||
| Q1 25 | -1.6% | 10.8% | ||
| Q4 24 | 1.3% | 9.5% | ||
| Q3 24 | 2.9% | 9.4% | ||
| Q2 24 | 2.0% | -6.7% |
| Q1 26 | — | 7.2% | ||
| Q4 25 | 4.9% | 11.4% | ||
| Q3 25 | 3.8% | 8.5% | ||
| Q2 25 | 0.3% | 6.5% | ||
| Q1 25 | 3.2% | 8.6% | ||
| Q4 24 | 6.2% | 7.6% | ||
| Q3 24 | 7.5% | 7.4% | ||
| Q2 24 | 6.8% | -5.3% |
| Q1 26 | — | $1.58 | ||
| Q4 25 | $0.13 | $2.52 | ||
| Q3 25 | $0.10 | $1.85 | ||
| Q2 25 | $0.01 | $1.36 | ||
| Q1 25 | $0.07 | $1.76 | ||
| Q4 24 | $0.14 | $1.53 | ||
| Q3 24 | $0.14 | $1.47 | ||
| Q2 24 | $0.12 | $-1.08 |
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 | $451.8M |
| Total DebtLower is stronger | — | $901.4M |
| Stockholders' EquityBook value | $3.7B | $3.6B |
| Total Assets | $6.6B | $15.3B |
| Debt / EquityLower = less leverage | — | 0.25× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $451.8M | ||
| 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 26 | — | $901.4M | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $507.9M | ||
| Q3 24 | — | $508.2M | ||
| Q2 24 | — | $508.8M |
| Q1 26 | — | $3.6B | ||
| Q4 25 | $3.7B | $3.6B | ||
| Q3 25 | $3.4B | $3.5B | ||
| Q2 25 | $3.2B | $3.4B | ||
| Q1 25 | $2.9B | $3.3B | ||
| Q4 24 | $2.7B | $3.1B | ||
| Q3 24 | $2.6B | $3.2B | ||
| Q2 24 | $2.4B | $2.9B |
| Q1 26 | — | $15.3B | ||
| Q4 25 | $6.6B | $15.2B | ||
| Q3 25 | $6.1B | $15.0B | ||
| Q2 25 | $5.8B | $14.5B | ||
| Q1 25 | $6.0B | $14.2B | ||
| Q4 24 | $5.8B | $13.5B | ||
| Q3 24 | $4.6B | $13.5B | ||
| Q2 24 | $4.4B | $12.6B |
| Q1 26 | — | 0.25× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.16× | ||
| Q3 24 | — | 0.16× | ||
| Q2 24 | — | 0.17× |
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 | — |
| Free Cash FlowOCF − Capex | $318.2M | — |
| FCF MarginFCF / Revenue | 33.4% | — |
| Capex IntensityCapex / Revenue | 0.9% | — |
| Cash ConversionOCF / Net Profit | 7.02× | — |
| TTM Free Cash FlowTrailing 4 quarters | $1.0B | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $327.1M | $376.3M | ||
| Q3 25 | $251.5M | $405.8M | ||
| Q2 25 | $200.1M | $166.9M | ||
| Q1 25 | $271.5M | $284.0M | ||
| Q4 24 | $265.2M | $332.2M | ||
| Q3 24 | $228.7M | $387.4M | ||
| Q2 24 | $164.4M | $266.1M |
| Q1 26 | — | — | ||
| Q4 25 | $318.2M | $366.3M | ||
| Q3 25 | $234.7M | $397.3M | ||
| Q2 25 | $184.9M | $159.7M | ||
| Q1 25 | $262.8M | $271.0M | ||
| Q4 24 | $257.5M | $324.7M | ||
| Q3 24 | $220.3M | $378.0M | ||
| Q2 24 | $160.0M | $258.4M |
| Q1 26 | — | — | ||
| Q4 25 | 33.4% | 26.8% | ||
| Q3 25 | 26.5% | 29.2% | ||
| Q2 25 | 22.4% | 12.0% | ||
| Q1 25 | 34.5% | 21.1% | ||
| Q4 24 | 34.9% | 25.8% | ||
| Q3 24 | 31.9% | 30.4% | ||
| Q2 24 | 24.8% | 21.6% |
| Q1 26 | — | — | ||
| Q4 25 | 0.9% | 0.7% | ||
| Q3 25 | 1.9% | 0.6% | ||
| Q2 25 | 1.8% | 0.5% | ||
| Q1 25 | 1.1% | 1.0% | ||
| Q4 24 | 1.1% | 0.6% | ||
| Q3 24 | 1.2% | 0.8% | ||
| Q2 24 | 0.7% | 0.6% |
| Q1 26 | — | — | ||
| Q4 25 | 7.02× | 2.42× | ||
| Q3 25 | 7.42× | 3.52× | ||
| Q2 25 | 75.58× | 1.94× | ||
| Q1 25 | 11.02× | 2.58× | ||
| Q4 24 | 5.82× | 3.48× | ||
| Q3 24 | 4.42× | 4.20× | ||
| Q2 24 | 3.75× | — |
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% |
SIGI
Segment breakdown not available.
