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Side-by-side financial comparison of Datadog (DDOG) and UPBOUND GROUP, INC. (UPBD). Click either name above to swap in a different company.
UPBOUND GROUP, 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 1.7%, a 3.2% gap on every dollar of revenue. On growth, Datadog posted the faster year-over-year revenue change (29.2% vs 10.9%). Datadog produced more free cash flow last quarter ($318.2M vs $24.0M). Over the past eight quarters, Datadog's revenue compounded faster (24.9% CAGR vs 4.5%).
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.
Upbound Group, Inc. is a leading US provider of flexible lease-to-own solutions for consumer goods. It offers furniture, consumer electronics, home appliances, and accessories, catering to customers seeking accessible payment alternatives to traditional retail financing.
DDOG vs UPBD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $953.2M | $1.2B |
| Net Profit | $46.6M | $19.7M |
| Gross Margin | 80.4% | 49.0% |
| Operating Margin | 1.0% | 4.8% |
| Net Margin | 4.9% | 1.7% |
| Revenue YoY | 29.2% | 10.9% |
| Net Profit YoY | 2.1% | -36.3% |
| EPS (diluted) | $0.13 | $0.35 |
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 | $1.2B | ||
| Q2 25 | $826.8M | $1.2B | ||
| Q1 25 | $761.6M | $1.2B | ||
| Q4 24 | $737.7M | $1.1B | ||
| Q3 24 | $690.0M | $1.1B | ||
| Q2 24 | $645.3M | $1.1B | ||
| Q1 24 | $611.3M | $1.1B |
| Q4 25 | $46.6M | $19.7M | ||
| Q3 25 | $33.9M | $13.2M | ||
| Q2 25 | $2.6M | $15.5M | ||
| Q1 25 | $24.6M | $24.8M | ||
| Q4 24 | $45.6M | $31.0M | ||
| Q3 24 | $51.7M | $30.9M | ||
| Q2 24 | $43.8M | $33.9M | ||
| Q1 24 | $42.6M | $27.7M |
| Q4 25 | 80.4% | 49.0% | ||
| Q3 25 | 80.1% | 48.3% | ||
| Q2 25 | 79.9% | 49.4% | ||
| Q1 25 | 79.3% | 46.8% | ||
| Q4 24 | 80.5% | 47.1% | ||
| Q3 24 | 80.0% | 47.8% | ||
| Q2 24 | 80.9% | 49.4% | ||
| Q1 24 | 82.0% | 48.3% |
| Q4 25 | 1.0% | 4.8% | ||
| Q3 25 | -0.7% | 4.5% | ||
| Q2 25 | -4.3% | 4.4% | ||
| Q1 25 | -1.6% | 5.3% | ||
| Q4 24 | 1.3% | 7.3% | ||
| Q3 24 | 2.9% | 6.6% | ||
| Q2 24 | 2.0% | 7.5% | ||
| Q1 24 | 2.0% | 5.6% |
| Q4 25 | 4.9% | 1.7% | ||
| Q3 25 | 3.8% | 1.1% | ||
| Q2 25 | 0.3% | 1.3% | ||
| Q1 25 | 3.2% | 2.1% | ||
| Q4 24 | 6.2% | 2.9% | ||
| Q3 24 | 7.5% | 2.9% | ||
| Q2 24 | 6.8% | 3.2% | ||
| Q1 24 | 7.0% | 2.5% |
| Q4 25 | $0.13 | $0.35 | ||
| Q3 25 | $0.10 | $0.22 | ||
| Q2 25 | $0.01 | $0.26 | ||
| Q1 25 | $0.07 | $0.42 | ||
| Q4 24 | $0.14 | $0.55 | ||
| Q3 24 | $0.14 | $0.55 | ||
| Q2 24 | $0.12 | $0.61 | ||
| Q1 24 | $0.12 | $0.50 |
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 | $120.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $3.7B | $695.7M |
| Total Assets | $6.6B | $3.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $401.3M | $120.5M | ||
| Q3 25 | $540.6M | $107.0M | ||
| Q2 25 | $489.0M | $106.8M | ||
| Q1 25 | $1.1B | $107.3M | ||
| Q4 24 | $1.2B | $60.9M | ||
| Q3 24 | $337.4M | $85.1M | ||
| Q2 24 | $411.0M | $82.5M | ||
| Q1 24 | $282.2M | $84.8M |
| Q4 25 | $3.7B | $695.7M | ||
| Q3 25 | $3.4B | $687.3M | ||
| Q2 25 | $3.2B | $685.5M | ||
| Q1 25 | $2.9B | $679.2M | ||
| Q4 24 | $2.7B | $629.0M | ||
| Q3 24 | $2.6B | $611.8M | ||
| Q2 24 | $2.4B | $596.3M | ||
| Q1 24 | $2.2B | $578.3M |
| Q4 25 | $6.6B | $3.3B | ||
| Q3 25 | $6.1B | $3.2B | ||
| Q2 25 | $5.8B | $3.1B | ||
| Q1 25 | $6.0B | $3.0B | ||
| Q4 24 | $5.8B | $2.6B | ||
| Q3 24 | $4.6B | $2.6B | ||
| Q2 24 | $4.4B | $2.6B | ||
| Q1 24 | $4.1B | $2.6B |
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 | $41.6M |
| Free Cash FlowOCF − Capex | $318.2M | $24.0M |
| FCF MarginFCF / Revenue | 33.4% | 2.0% |
| Capex IntensityCapex / Revenue | 0.9% | 1.5% |
| Cash ConversionOCF / Net Profit | 7.02× | 2.11× |
| TTM Free Cash FlowTrailing 4 quarters | $1.0B | $238.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $327.1M | $41.6M | ||
| Q3 25 | $251.5M | $118.4M | ||
| Q2 25 | $200.1M | $7.8M | ||
| Q1 25 | $271.5M | $137.7M | ||
| Q4 24 | $265.2M | $-61.9M | ||
| Q3 24 | $228.7M | $106.2M | ||
| Q2 24 | $164.4M | $15.0M | ||
| Q1 24 | $212.3M | $45.4M |
| Q4 25 | $318.2M | $24.0M | ||
| Q3 25 | $234.7M | $97.9M | ||
| Q2 25 | $184.9M | $-10.4M | ||
| Q1 25 | $262.8M | $127.2M | ||
| Q4 24 | $257.5M | $-74.0M | ||
| Q3 24 | $220.3M | $88.3M | ||
| Q2 24 | $160.0M | $613.0K | ||
| Q1 24 | $198.1M | $33.6M |
| Q4 25 | 33.4% | 2.0% | ||
| Q3 25 | 26.5% | 8.4% | ||
| Q2 25 | 22.4% | -0.9% | ||
| Q1 25 | 34.5% | 10.8% | ||
| Q4 24 | 34.9% | -6.9% | ||
| Q3 24 | 31.9% | 8.3% | ||
| Q2 24 | 24.8% | 0.1% | ||
| Q1 24 | 32.4% | 3.1% |
| Q4 25 | 0.9% | 1.5% | ||
| Q3 25 | 1.9% | 1.8% | ||
| Q2 25 | 1.8% | 1.6% | ||
| Q1 25 | 1.1% | 0.9% | ||
| Q4 24 | 1.1% | 1.1% | ||
| Q3 24 | 1.2% | 1.7% | ||
| Q2 24 | 0.7% | 1.3% | ||
| Q1 24 | 2.3% | 1.1% |
| Q4 25 | 7.02× | 2.11× | ||
| Q3 25 | 7.42× | 8.96× | ||
| Q2 25 | 75.58× | 0.50× | ||
| Q1 25 | 11.02× | 5.56× | ||
| Q4 24 | 5.82× | -2.00× | ||
| Q3 24 | 4.42× | 3.44× | ||
| Q2 24 | 3.75× | 0.44× | ||
| Q1 24 | 4.98× | 1.64× |
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% |
UPBD
Segment breakdown not available.
