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Side-by-side financial comparison of Datadog (DDOG) and Under Armour, Inc. (UAA). Click either name above to swap in a different company.
Under Armour, Inc. is the larger business by last-quarter revenue ($1.3B vs $1.0B, roughly 1.3× Datadog). Datadog runs the higher net margin — 5.2% vs -32.4%, a 37.7% gap on every dollar of revenue. On growth, Datadog posted the faster year-over-year revenue change (32.2% vs -5.2%). Datadog produced more free cash flow last quarter ($289.1M vs $261.9M). Over the past eight quarters, Datadog's revenue compounded faster (24.9% CAGR vs -0.2%).
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.
Under Armour, Inc. is an American sportswear company that manufactures footwear and apparel headquartered in Baltimore, Maryland, United States.
DDOG vs UAA — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.0B | $1.3B |
| Net Profit | $52.6M | $-430.8M |
| Gross Margin | 79.2% | 44.4% |
| Operating Margin | 21.5% | -11.3% |
| Net Margin | 5.2% | -32.4% |
| Revenue YoY | 32.2% | -5.2% |
| Net Profit YoY | 113.4% | -35013.0% |
| EPS (diluted) | $0.15 | $-1.01 |
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 | $1.0B | — | ||
| Q4 25 | $953.2M | $1.3B | ||
| Q3 25 | $885.7M | $1.3B | ||
| Q2 25 | $826.8M | $1.1B | ||
| Q1 25 | $761.6M | $1.2B | ||
| Q4 24 | $737.7M | $1.4B | ||
| Q3 24 | $690.0M | $1.4B | ||
| Q2 24 | $645.3M | $1.2B |
| Q1 26 | $52.6M | — | ||
| Q4 25 | $46.6M | $-430.8M | ||
| Q3 25 | $33.9M | $-18.8M | ||
| Q2 25 | $2.6M | $-2.6M | ||
| Q1 25 | $24.6M | $-67.5M | ||
| Q4 24 | $45.6M | $1.2M | ||
| Q3 24 | $51.7M | $170.4M | ||
| Q2 24 | $43.8M | $-305.4M |
| Q1 26 | 79.2% | — | ||
| Q4 25 | 80.4% | 44.4% | ||
| Q3 25 | 80.1% | 47.3% | ||
| Q2 25 | 79.9% | 48.2% | ||
| Q1 25 | 79.3% | 46.7% | ||
| Q4 24 | 80.5% | 47.5% | ||
| Q3 24 | 80.0% | 49.8% | ||
| Q2 24 | 80.9% | 47.5% |
| Q1 26 | 21.5% | — | ||
| Q4 25 | 1.0% | -11.3% | ||
| Q3 25 | -0.7% | 1.3% | ||
| Q2 25 | -4.3% | 0.3% | ||
| Q1 25 | -1.6% | -6.1% | ||
| Q4 24 | 1.3% | 1.0% | ||
| Q3 24 | 2.9% | 12.4% | ||
| Q2 24 | 2.0% | -25.3% |
| Q1 26 | 5.2% | — | ||
| Q4 25 | 4.9% | -32.4% | ||
| Q3 25 | 3.8% | -1.4% | ||
| Q2 25 | 0.3% | -0.2% | ||
| Q1 25 | 3.2% | -5.7% | ||
| Q4 24 | 6.2% | 0.1% | ||
| Q3 24 | 7.5% | 12.2% | ||
| Q2 24 | 6.8% | -25.8% |
| Q1 26 | $0.15 | — | ||
| Q4 25 | $0.13 | $-1.01 | ||
| Q3 25 | $0.10 | $-0.04 | ||
| Q2 25 | $0.01 | $-0.01 | ||
| Q1 25 | $0.07 | $-0.16 | ||
| Q4 24 | $0.14 | $0.00 | ||
| Q3 24 | $0.14 | $0.39 | ||
| Q2 24 | $0.12 | $-0.70 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $426.4M | $464.6M |
| Total DebtLower is stronger | — | $989.7M |
| Stockholders' EquityBook value | $4.0B | $1.4B |
| Total Assets | $7.0B | $4.6B |
| Debt / EquityLower = less leverage | — | 0.69× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $426.4M | — | ||
| Q4 25 | $401.3M | $464.6M | ||
| Q3 25 | $540.6M | $396.0M | ||
| Q2 25 | $489.0M | $911.0M | ||
| Q1 25 | $1.1B | $501.4M | ||
| Q4 24 | $1.2B | $726.9M | ||
| Q3 24 | $337.4M | $530.7M | ||
| Q2 24 | $411.0M | $884.6M |
| Q1 26 | — | — | ||
| Q4 25 | — | $989.7M | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | — | $989.2M | ||
| Q1 25 | — | $595.1M | ||
| Q4 24 | — | $595.2M | ||
| Q3 24 | — | $594.6M | ||
| Q2 24 | — | $595.4M |
| Q1 26 | $4.0B | — | ||
| Q4 25 | $3.7B | $1.4B | ||
| Q3 25 | $3.4B | $1.9B | ||
| Q2 25 | $3.2B | $1.9B | ||
| Q1 25 | $2.9B | $1.9B | ||
| Q4 24 | $2.7B | $2.0B | ||
| Q3 24 | $2.6B | $2.0B | ||
| Q2 24 | $2.4B | $1.8B |
| Q1 26 | $7.0B | — | ||
| Q4 25 | $6.6B | $4.6B | ||
| Q3 25 | $6.1B | $4.9B | ||
| Q2 25 | $5.8B | $4.9B | ||
| Q1 25 | $6.0B | $4.3B | ||
| Q4 24 | $5.8B | $4.6B | ||
| Q3 24 | $4.6B | $4.5B | ||
| Q2 24 | $4.4B | $4.9B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.69× | ||
| Q3 25 | — | 0.64× | ||
| Q2 25 | — | 0.53× | ||
| Q1 25 | — | 0.31× | ||
| Q4 24 | — | 0.30× | ||
| Q3 24 | — | 0.30× | ||
| Q2 24 | — | 0.33× |
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 | $334.6M | $278.1M |
| Free Cash FlowOCF − Capex | $289.1M | $261.9M |
| FCF MarginFCF / Revenue | 28.7% | 19.7% |
| Capex IntensityCapex / Revenue | — | 1.2% |
| Cash ConversionOCF / Net Profit | 6.36× | — |
| TTM Free Cash FlowTrailing 4 quarters | $1.0B | $-45.9M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $334.6M | — | ||
| Q4 25 | $327.1M | $278.1M | ||
| Q3 25 | $251.5M | $-69.8M | ||
| Q2 25 | $200.1M | $48.9M | ||
| Q1 25 | $271.5M | $-202.2M | ||
| Q4 24 | $265.2M | $311.3M | ||
| Q3 24 | $228.7M | $-321.4M | ||
| Q2 24 | $164.4M | $153.0M |
| Q1 26 | $289.1M | — | ||
| Q4 25 | $318.2M | $261.9M | ||
| Q3 25 | $234.7M | $-90.3M | ||
| Q2 25 | $184.9M | $13.5M | ||
| Q1 25 | $262.8M | $-231.0M | ||
| Q4 24 | $257.5M | $262.9M | ||
| Q3 24 | $220.3M | $-367.2M | ||
| Q2 24 | $160.0M | $107.3M |
| Q1 26 | 28.7% | — | ||
| Q4 25 | 33.4% | 19.7% | ||
| Q3 25 | 26.5% | -6.8% | ||
| Q2 25 | 22.4% | 1.2% | ||
| Q1 25 | 34.5% | -19.6% | ||
| Q4 24 | 34.9% | 18.8% | ||
| Q3 24 | 31.9% | -26.2% | ||
| Q2 24 | 24.8% | 9.1% |
| Q1 26 | — | — | ||
| Q4 25 | 0.9% | 1.2% | ||
| Q3 25 | 1.9% | 1.5% | ||
| Q2 25 | 1.8% | 3.1% | ||
| Q1 25 | 1.1% | 2.4% | ||
| Q4 24 | 1.1% | 3.5% | ||
| Q3 24 | 1.2% | 3.3% | ||
| Q2 24 | 0.7% | 3.9% |
| Q1 26 | 6.36× | — | ||
| Q4 25 | 7.02× | — | ||
| Q3 25 | 7.42× | — | ||
| Q2 25 | 75.58× | — | ||
| Q1 25 | 11.02× | — | ||
| Q4 24 | 5.82× | 252.26× | ||
| Q3 24 | 4.42× | -1.89× | ||
| Q2 24 | 3.75× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DDOG
Segment breakdown not available.
UAA
| Apparel | $934.0M | 70% |
| Footwear | $265.1M | 20% |
| Accessories | $107.7M | 8% |
| License | $27.2M | 2% |
