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Side-by-side financial comparison of Datadog (DDOG) and MARRIOTT VACATIONS WORLDWIDE Corp (VAC). Click either name above to swap in a different company.
MARRIOTT VACATIONS WORLDWIDE Corp 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 -35.0%, a 39.9% gap on every dollar of revenue. On growth, Datadog posted the faster year-over-year revenue change (29.2% vs -0.7%). Datadog produced more free cash flow last quarter ($318.2M vs $-6.0M). Over the past eight quarters, Datadog's revenue compounded faster (24.9% CAGR vs 5.2%).
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.
Marriott Vacations Worldwide Corporation is a pure-play public timeshare company. Formerly a division of Marriott International, Marriott Vacations Worldwide was established as a separate, publicly traded entity focusing primarily on vacation ownership in November 2011. Marriott Vacations Worldwide runs more than 120 resorts with over 700,000 Owners and members in a diverse portfolio of brands under The Marriott Vacation Clubs name. Its brands include Marriott Vacation Club, The Marriott Vaca...
DDOG vs VAC — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $953.2M | $1.2B |
| Net Profit | $46.6M | $-431.0M |
| Gross Margin | 80.4% | — |
| Operating Margin | 1.0% | — |
| Net Margin | 4.9% | -35.0% |
| Revenue YoY | 29.2% | -0.7% |
| Net Profit YoY | 2.1% | -962.0% |
| EPS (diluted) | $0.13 | $-12.00 |
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 | $1.1B | ||
| Q4 24 | $737.7M | $1.2B | ||
| Q3 24 | $690.0M | $1.2B | ||
| Q2 24 | $645.3M | $1.1B | ||
| Q1 24 | $611.3M | $1.1B |
| Q4 25 | $46.6M | $-431.0M | ||
| Q3 25 | $33.9M | $-2.0M | ||
| Q2 25 | $2.6M | $69.0M | ||
| Q1 25 | $24.6M | $56.0M | ||
| Q4 24 | $45.6M | $50.0M | ||
| Q3 24 | $51.7M | $84.0M | ||
| Q2 24 | $43.8M | $37.0M | ||
| Q1 24 | $42.6M | $47.0M |
| 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 24 | 82.0% | — |
| Q4 25 | 1.0% | — | ||
| Q3 25 | -0.7% | — | ||
| Q2 25 | -4.3% | — | ||
| Q1 25 | -1.6% | — | ||
| Q4 24 | 1.3% | — | ||
| Q3 24 | 2.9% | — | ||
| Q2 24 | 2.0% | — | ||
| Q1 24 | 2.0% | — |
| Q4 25 | 4.9% | -35.0% | ||
| Q3 25 | 3.8% | -0.2% | ||
| Q2 25 | 0.3% | 6.0% | ||
| Q1 25 | 3.2% | 5.0% | ||
| Q4 24 | 6.2% | 4.0% | ||
| Q3 24 | 7.5% | 6.9% | ||
| Q2 24 | 6.8% | 3.5% | ||
| Q1 24 | 7.0% | 4.2% |
| Q4 25 | $0.13 | $-12.00 | ||
| Q3 25 | $0.10 | $-0.07 | ||
| Q2 25 | $0.01 | $1.77 | ||
| Q1 25 | $0.07 | $1.46 | ||
| Q4 24 | $0.14 | $1.29 | ||
| Q3 24 | $0.14 | $2.12 | ||
| Q2 24 | $0.12 | $0.98 | ||
| Q1 24 | $0.12 | $1.22 |
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 | $406.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $3.7B | $2.0B |
| Total Assets | $6.6B | $9.8B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $401.3M | $406.0M | ||
| Q3 25 | $540.6M | $474.0M | ||
| Q2 25 | $489.0M | $205.0M | ||
| Q1 25 | $1.1B | $196.0M | ||
| Q4 24 | $1.2B | $197.0M | ||
| Q3 24 | $337.4M | $197.0M | ||
| Q2 24 | $411.0M | $206.0M | ||
| Q1 24 | $282.2M | $237.0M |
| Q4 25 | $3.7B | $2.0B | ||
| Q3 25 | $3.4B | $2.5B | ||
| Q2 25 | $3.2B | $2.5B | ||
| Q1 25 | $2.9B | $2.4B | ||
| Q4 24 | $2.7B | $2.4B | ||
| Q3 24 | $2.6B | $2.4B | ||
| Q2 24 | $2.4B | $2.4B | ||
| Q1 24 | $2.2B | $2.4B |
| Q4 25 | $6.6B | $9.8B | ||
| Q3 25 | $6.1B | $10.1B | ||
| Q2 25 | $5.8B | $9.9B | ||
| Q1 25 | $6.0B | $9.9B | ||
| Q4 24 | $5.8B | $9.8B | ||
| Q3 24 | $4.6B | $9.7B | ||
| Q2 24 | $4.4B | $9.6B | ||
| Q1 24 | $4.1B | $9.9B |
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 | $6.0M |
| Free Cash FlowOCF − Capex | $318.2M | $-6.0M |
| FCF MarginFCF / Revenue | 33.4% | -0.5% |
| Capex IntensityCapex / Revenue | 0.9% | 1.0% |
| Cash ConversionOCF / Net Profit | 7.02× | — |
| TTM Free Cash FlowTrailing 4 quarters | $1.0B | $-29.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $327.1M | $6.0M | ||
| Q3 25 | $251.5M | $62.0M | ||
| Q2 25 | $200.1M | $-48.0M | ||
| Q1 25 | $271.5M | $8.0M | ||
| Q4 24 | $265.2M | $100.0M | ||
| Q3 24 | $228.7M | $72.0M | ||
| Q2 24 | $164.4M | $30.0M | ||
| Q1 24 | $212.3M | $3.0M |
| Q4 25 | $318.2M | $-6.0M | ||
| Q3 25 | $234.7M | $51.0M | ||
| Q2 25 | $184.9M | $-68.0M | ||
| Q1 25 | $262.8M | $-6.0M | ||
| Q4 24 | $257.5M | $86.0M | ||
| Q3 24 | $220.3M | $58.0M | ||
| Q2 24 | $160.0M | $17.0M | ||
| Q1 24 | $198.1M | $-13.0M |
| Q4 25 | 33.4% | -0.5% | ||
| Q3 25 | 26.5% | 4.3% | ||
| Q2 25 | 22.4% | -5.9% | ||
| Q1 25 | 34.5% | -0.5% | ||
| Q4 24 | 34.9% | 6.9% | ||
| Q3 24 | 31.9% | 4.8% | ||
| Q2 24 | 24.8% | 1.6% | ||
| Q1 24 | 32.4% | -1.2% |
| Q4 25 | 0.9% | 1.0% | ||
| Q3 25 | 1.9% | 0.9% | ||
| Q2 25 | 1.8% | 1.7% | ||
| Q1 25 | 1.1% | 1.3% | ||
| Q4 24 | 1.1% | 1.1% | ||
| Q3 24 | 1.2% | 1.1% | ||
| Q2 24 | 0.7% | 1.2% | ||
| Q1 24 | 2.3% | 1.4% |
| Q4 25 | 7.02× | — | ||
| Q3 25 | 7.42× | — | ||
| Q2 25 | 75.58× | -0.70× | ||
| Q1 25 | 11.02× | 0.14× | ||
| Q4 24 | 5.82× | 2.00× | ||
| Q3 24 | 4.42× | 0.86× | ||
| Q2 24 | 3.75× | 0.81× | ||
| Q1 24 | 4.98× | 0.06× |
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% |
VAC
| Cost Reimbursement | $467.0M | 38% |
| Time Share | $381.0M | 31% |
| Management And Exchange | $212.0M | 17% |
| Ancillary Revenues | $64.0M | 5% |
| Management Service | $55.0M | 4% |
| Service Other | $36.0M | 3% |
