vs
Side-by-side financial comparison of Datadog (DDOG) and Simpson Manufacturing Co., Inc. (SSD). Click either name above to swap in a different company.
Datadog is the larger business by last-quarter revenue ($953.2M vs $588.0M, roughly 1.6× Simpson Manufacturing Co., Inc.). Simpson Manufacturing Co., Inc. runs the higher net margin — 15.0% vs 4.9%, a 10.1% gap on every dollar of revenue. On growth, Datadog posted the faster year-over-year revenue change (29.2% vs 9.1%). Over the past eight quarters, Datadog's revenue compounded faster (24.9% CAGR vs -0.8%).
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.
Simpson Manufacturing Company is a leading building materials manufacturer in the United States that produces structural connectors, fasteners, anchors, and products for new construction and retrofitting.
DDOG vs SSD — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $953.2M | $588.0M |
| Net Profit | $46.6M | $88.2M |
| Gross Margin | 80.4% | 45.2% |
| Operating Margin | 1.0% | 19.5% |
| Net Margin | 4.9% | 15.0% |
| Revenue YoY | 29.2% | 9.1% |
| Net Profit YoY | 2.1% | 13.3% |
| EPS (diluted) | $0.13 | $2.13 |
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 | — | $588.0M | ||
| Q4 25 | $953.2M | $539.3M | ||
| Q3 25 | $885.7M | $623.5M | ||
| Q2 25 | $826.8M | $631.1M | ||
| Q1 25 | $761.6M | $538.9M | ||
| Q4 24 | $737.7M | $517.4M | ||
| Q3 24 | $690.0M | $587.2M | ||
| Q2 24 | $645.3M | $597.0M |
| Q1 26 | — | $88.2M | ||
| Q4 25 | $46.6M | $56.2M | ||
| Q3 25 | $33.9M | $107.4M | ||
| Q2 25 | $2.6M | $103.5M | ||
| Q1 25 | $24.6M | $77.9M | ||
| Q4 24 | $45.6M | $55.4M | ||
| Q3 24 | $51.7M | $93.5M | ||
| Q2 24 | $43.8M | $97.8M |
| Q1 26 | — | 45.2% | ||
| Q4 25 | 80.4% | 43.4% | ||
| Q3 25 | 80.1% | 46.4% | ||
| Q2 25 | 79.9% | 46.7% | ||
| Q1 25 | 79.3% | 46.8% | ||
| Q4 24 | 80.5% | 44.0% | ||
| Q3 24 | 80.0% | 46.8% | ||
| Q2 24 | 80.9% | 46.7% |
| Q1 26 | — | 19.5% | ||
| Q4 25 | 1.0% | 13.9% | ||
| Q3 25 | -0.7% | 22.6% | ||
| Q2 25 | -4.3% | 22.2% | ||
| Q1 25 | -1.6% | 19.0% | ||
| Q4 24 | 1.3% | 14.8% | ||
| Q3 24 | 2.9% | 21.3% | ||
| Q2 24 | 2.0% | 22.1% |
| Q1 26 | — | 15.0% | ||
| Q4 25 | 4.9% | 10.4% | ||
| Q3 25 | 3.8% | 17.2% | ||
| Q2 25 | 0.3% | 16.4% | ||
| Q1 25 | 3.2% | 14.5% | ||
| Q4 24 | 6.2% | 10.7% | ||
| Q3 24 | 7.5% | 15.9% | ||
| Q2 24 | 6.8% | 16.4% |
| Q1 26 | — | $2.13 | ||
| Q4 25 | $0.13 | $1.34 | ||
| Q3 25 | $0.10 | $2.58 | ||
| Q2 25 | $0.01 | $2.47 | ||
| Q1 25 | $0.07 | $1.85 | ||
| Q4 24 | $0.14 | $1.31 | ||
| Q3 24 | $0.14 | $2.21 | ||
| Q2 24 | $0.12 | $2.31 |
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 | $341.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $3.7B | $2.1B |
| Total Assets | $6.6B | $3.0B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $341.0M | ||
| Q4 25 | $401.3M | $384.1M | ||
| Q3 25 | $540.6M | $297.3M | ||
| Q2 25 | $489.0M | $190.4M | ||
| Q1 25 | $1.1B | $150.3M | ||
| Q4 24 | $1.2B | $239.4M | ||
| Q3 24 | $337.4M | $339.4M | ||
| Q2 24 | $411.0M | $354.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | $300.0M | ||
| Q3 25 | — | $371.3M | ||
| Q2 25 | — | $376.9M | ||
| Q1 25 | — | $382.5M | ||
| Q4 24 | — | $388.1M | ||
| Q3 24 | — | $393.8M | ||
| Q2 24 | — | $399.4M |
| Q1 26 | — | $2.1B | ||
| Q4 25 | $3.7B | $2.0B | ||
| Q3 25 | $3.4B | $2.0B | ||
| Q2 25 | $3.2B | $1.9B | ||
| Q1 25 | $2.9B | $1.9B | ||
| Q4 24 | $2.7B | $1.8B | ||
| Q3 24 | $2.6B | $1.9B | ||
| Q2 24 | $2.4B | $1.8B |
| Q1 26 | — | $3.0B | ||
| Q4 25 | $6.6B | $3.1B | ||
| Q3 25 | $6.1B | $3.0B | ||
| Q2 25 | $5.8B | $3.0B | ||
| Q1 25 | $6.0B | $2.8B | ||
| Q4 24 | $5.8B | $2.7B | ||
| Q3 24 | $4.6B | $2.9B | ||
| Q2 24 | $4.4B | $2.8B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.15× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | — | 0.20× | ||
| Q1 25 | — | 0.21× | ||
| Q4 24 | — | 0.21× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 0.23× |
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 | $155.7M | ||
| Q3 25 | $251.5M | $170.2M | ||
| Q2 25 | $200.1M | $125.2M | ||
| Q1 25 | $271.5M | $7.6M | ||
| Q4 24 | $265.2M | $115.8M | ||
| Q3 24 | $228.7M | $103.3M | ||
| Q2 24 | $164.4M | $111.1M |
| Q1 26 | — | — | ||
| Q4 25 | $318.2M | $119.0M | ||
| Q3 25 | $234.7M | $133.9M | ||
| Q2 25 | $184.9M | $87.3M | ||
| Q1 25 | $262.8M | $-42.6M | ||
| Q4 24 | $257.5M | $60.3M | ||
| Q3 24 | $220.3M | $58.1M | ||
| Q2 24 | $160.0M | $70.9M |
| Q1 26 | — | — | ||
| Q4 25 | 33.4% | 22.1% | ||
| Q3 25 | 26.5% | 21.5% | ||
| Q2 25 | 22.4% | 13.8% | ||
| Q1 25 | 34.5% | -7.9% | ||
| Q4 24 | 34.9% | 11.7% | ||
| Q3 24 | 31.9% | 9.9% | ||
| Q2 24 | 24.8% | 11.9% |
| Q1 26 | — | — | ||
| Q4 25 | 0.9% | 6.8% | ||
| Q3 25 | 1.9% | 5.8% | ||
| Q2 25 | 1.8% | 6.0% | ||
| Q1 25 | 1.1% | 9.3% | ||
| Q4 24 | 1.1% | 10.7% | ||
| Q3 24 | 1.2% | 7.7% | ||
| Q2 24 | 0.7% | 6.7% |
| Q1 26 | — | — | ||
| Q4 25 | 7.02× | 2.77× | ||
| Q3 25 | 7.42× | 1.58× | ||
| Q2 25 | 75.58× | 1.21× | ||
| Q1 25 | 11.02× | 0.10× | ||
| Q4 24 | 5.82× | 2.09× | ||
| Q3 24 | 4.42× | 1.10× | ||
| Q2 24 | 3.75× | 1.14× |
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% |
SSD
Segment breakdown not available.
