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Side-by-side financial comparison of Datadog (DDOG) and Snowflake Inc. (SNOW). Click either name above to swap in a different company.
Snowflake Inc. is the larger business by last-quarter revenue ($1.2B vs $953.2M, roughly 1.3× Datadog). Datadog runs the higher net margin — 4.9% vs -24.2%, a 29.1% gap on every dollar of revenue. On growth, Datadog posted the faster year-over-year revenue change (29.2% vs 28.7%). Datadog produced more free cash flow last quarter ($318.2M vs $113.6M). Over the past eight quarters, Snowflake Inc.'s revenue compounded faster (25.1% 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.
Snowflake Inc. is an American cloud-based data platform company founded in San Mateo, California, and headquartered in Bozeman, Montana. It operates a platform that supports data analysis and simultaneous access to data sets with minimal latency. It operates on Amazon Web Services, Microsoft Azure, and Google Cloud Platform.
DDOG vs SNOW — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $953.2M | $1.2B |
| Net Profit | $46.6M | $-294.0M |
| Gross Margin | 80.4% | 67.8% |
| Operating Margin | 1.0% | -27.2% |
| Net Margin | 4.9% | -24.2% |
| Revenue YoY | 29.2% | 28.7% |
| Net Profit YoY | 2.1% | 9.4% |
| EPS (diluted) | $0.13 | $-0.87 |
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 | $1.2B | ||
| Q3 25 | $885.7M | $1.1B | ||
| Q2 25 | $826.8M | $1.0B | ||
| Q1 25 | $761.6M | $986.8M | ||
| Q4 24 | $737.7M | $942.1M | ||
| Q3 24 | $690.0M | $868.8M | ||
| Q2 24 | $645.3M | $828.7M | ||
| Q1 24 | $611.3M | $774.7M |
| Q4 25 | $46.6M | $-294.0M | ||
| Q3 25 | $33.9M | $-298.0M | ||
| Q2 25 | $2.6M | $-430.1M | ||
| Q1 25 | $24.6M | $-327.5M | ||
| Q4 24 | $45.6M | $-324.3M | ||
| Q3 24 | $51.7M | $-316.9M | ||
| Q2 24 | $43.8M | $-317.0M | ||
| Q1 24 | $42.6M | $-169.4M |
| Q4 25 | 80.4% | 67.8% | ||
| Q3 25 | 80.1% | 67.5% | ||
| Q2 25 | 79.9% | 66.5% | ||
| Q1 25 | 79.3% | 66.2% | ||
| Q4 24 | 80.5% | 65.9% | ||
| Q3 24 | 80.0% | 66.8% | ||
| Q2 24 | 80.9% | 67.1% | ||
| Q1 24 | 82.0% | 68.8% |
| Q4 25 | 1.0% | -27.2% | ||
| Q3 25 | -0.7% | -29.7% | ||
| Q2 25 | -4.3% | -42.9% | ||
| Q1 25 | -1.6% | -39.2% | ||
| Q4 24 | 1.3% | -38.8% | ||
| Q3 24 | 2.9% | -40.9% | ||
| Q2 24 | 2.0% | -42.1% | ||
| Q1 24 | 2.0% | -35.6% |
| Q4 25 | 4.9% | -24.2% | ||
| Q3 25 | 3.8% | -26.0% | ||
| Q2 25 | 0.3% | -41.3% | ||
| Q1 25 | 3.2% | -33.2% | ||
| Q4 24 | 6.2% | -34.4% | ||
| Q3 24 | 7.5% | -36.5% | ||
| Q2 24 | 6.8% | -38.3% | ||
| Q1 24 | 7.0% | -21.9% |
| Q4 25 | $0.13 | $-0.87 | ||
| Q3 25 | $0.10 | $-0.89 | ||
| Q2 25 | $0.01 | $-1.29 | ||
| Q1 25 | $0.07 | $-0.98 | ||
| Q4 24 | $0.14 | $-0.98 | ||
| Q3 24 | $0.14 | $-0.95 | ||
| Q2 24 | $0.12 | $-0.95 | ||
| Q1 24 | $0.12 | $-0.51 |
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 | $1.9B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $3.7B | $2.1B |
| Total Assets | $6.6B | $8.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $401.3M | $1.9B | ||
| Q3 25 | $540.6M | $1.9B | ||
| Q2 25 | $489.0M | $2.2B | ||
| Q1 25 | $1.1B | $2.6B | ||
| Q4 24 | $1.2B | $2.1B | ||
| Q3 24 | $337.4M | $1.3B | ||
| Q2 24 | $411.0M | $1.3B | ||
| Q1 24 | $282.2M | $1.8B |
| Q4 25 | $3.7B | $2.1B | ||
| Q3 25 | $3.4B | $2.4B | ||
| Q2 25 | $3.2B | $2.4B | ||
| Q1 25 | $2.9B | $3.0B | ||
| Q4 24 | $2.7B | $2.9B | ||
| Q3 24 | $2.6B | $4.1B | ||
| Q2 24 | $2.4B | $4.6B | ||
| Q1 24 | $2.2B | $5.2B |
| Q4 25 | $6.6B | $8.2B | ||
| Q3 25 | $6.1B | $8.2B | ||
| Q2 25 | $5.8B | $8.2B | ||
| Q1 25 | $6.0B | $9.0B | ||
| Q4 24 | $5.8B | $8.2B | ||
| Q3 24 | $4.6B | $6.9B | ||
| Q2 24 | $4.4B | $7.3B | ||
| Q1 24 | $4.1B | $8.2B |
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 | $137.5M |
| Free Cash FlowOCF − Capex | $318.2M | $113.6M |
| FCF MarginFCF / Revenue | 33.4% | 9.4% |
| Capex IntensityCapex / Revenue | 0.9% | 2.0% |
| Cash ConversionOCF / Net Profit | 7.02× | — |
| TTM Free Cash FlowTrailing 4 quarters | $1.0B | $776.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $327.1M | $137.5M | ||
| Q3 25 | $251.5M | $74.9M | ||
| Q2 25 | $200.1M | $228.4M | ||
| Q1 25 | $271.5M | $432.7M | ||
| Q4 24 | $265.2M | $101.7M | ||
| Q3 24 | $228.7M | $69.9M | ||
| Q2 24 | $164.4M | $355.5M | ||
| Q1 24 | $212.3M | $344.6M |
| Q4 25 | $318.2M | $113.6M | ||
| Q3 25 | $234.7M | $58.2M | ||
| Q2 25 | $184.9M | $183.4M | ||
| Q1 25 | $262.8M | $421.4M | ||
| Q4 24 | $257.5M | $88.3M | ||
| Q3 24 | $220.3M | $64.8M | ||
| Q2 24 | $160.0M | $338.9M | ||
| Q1 24 | $198.1M | $331.5M |
| Q4 25 | 33.4% | 9.4% | ||
| Q3 25 | 26.5% | 5.1% | ||
| Q2 25 | 22.4% | 17.6% | ||
| Q1 25 | 34.5% | 42.7% | ||
| Q4 24 | 34.9% | 9.4% | ||
| Q3 24 | 31.9% | 7.5% | ||
| Q2 24 | 24.8% | 40.9% | ||
| Q1 24 | 32.4% | 42.8% |
| Q4 25 | 0.9% | 2.0% | ||
| Q3 25 | 1.9% | 1.5% | ||
| Q2 25 | 1.8% | 4.3% | ||
| Q1 25 | 1.1% | 1.1% | ||
| Q4 24 | 1.1% | 1.4% | ||
| Q3 24 | 1.2% | 0.6% | ||
| Q2 24 | 0.7% | 2.0% | ||
| Q1 24 | 2.3% | 1.7% |
| 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% |
SNOW
| Products | $1.2B | 96% |
| Professional Services And Other | $54.5M | 4% |
| Related Party | $6.7M | 1% |
