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Side-by-side financial comparison of Datadog (DDOG) and VALMONT INDUSTRIES INC (VMI). Click either name above to swap in a different company.
VALMONT INDUSTRIES INC is the larger business by last-quarter revenue ($1.0B vs $953.2M, roughly 1.1× Datadog). VALMONT INDUSTRIES INC runs the higher net margin — 10.5% vs 4.9%, a 5.6% gap on every dollar of revenue. On growth, Datadog posted the faster year-over-year revenue change (29.2% vs 6.2%). Over the past eight quarters, Datadog's revenue compounded faster (24.9% CAGR vs -0.5%).
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.
Valmont Industries, Inc. is a large, publicly held American manufacturer of Valley center pivot and linear irrigation equipment, windmill support structures, lighting and traffic poles and steel utility poles.
DDOG vs VMI — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $953.2M | $1.0B |
| Net Profit | $46.6M | $108.0M |
| Gross Margin | 80.4% | 30.8% |
| Operating Margin | 1.0% | 15.1% |
| Net Margin | 4.9% | 10.5% |
| Revenue YoY | 29.2% | 6.2% |
| Net Profit YoY | 2.1% | 23.8% |
| EPS (diluted) | $0.13 | $5.51 |
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 | $1.0B | ||
| Q3 25 | $885.7M | $1.0B | ||
| Q2 25 | $826.8M | $1.1B | ||
| Q1 25 | $761.6M | $969.3M | ||
| Q4 24 | $737.7M | $1.0B | ||
| Q3 24 | $690.0M | $1.0B | ||
| Q2 24 | $645.3M | $1.0B |
| Q1 26 | — | $108.0M | ||
| Q4 25 | $46.6M | $168.0M | ||
| Q3 25 | $33.9M | $99.0M | ||
| Q2 25 | $2.6M | $-4.0M | ||
| Q1 25 | $24.6M | $87.3M | ||
| Q4 24 | $45.6M | $77.7M | ||
| Q3 24 | $51.7M | $83.1M | ||
| Q2 24 | $43.8M | $99.7M |
| Q1 26 | — | 30.8% | ||
| Q4 25 | 80.4% | 29.8% | ||
| Q3 25 | 80.1% | 30.4% | ||
| Q2 25 | 79.9% | 30.6% | ||
| Q1 25 | 79.3% | 30.0% | ||
| Q4 24 | 80.5% | 30.2% | ||
| Q3 24 | 80.0% | 29.6% | ||
| Q2 24 | 80.9% | 30.8% |
| Q1 26 | — | 15.1% | ||
| Q4 25 | 1.0% | 11.2% | ||
| Q3 25 | -0.7% | 13.5% | ||
| Q2 25 | -4.3% | 2.8% | ||
| Q1 25 | -1.6% | 13.2% | ||
| Q4 24 | 1.3% | 11.6% | ||
| Q3 24 | 2.9% | 12.3% | ||
| Q2 24 | 2.0% | 14.2% |
| Q1 26 | — | 10.5% | ||
| Q4 25 | 4.9% | 16.2% | ||
| Q3 25 | 3.8% | 9.5% | ||
| Q2 25 | 0.3% | -0.4% | ||
| Q1 25 | 3.2% | 9.0% | ||
| Q4 24 | 6.2% | 7.5% | ||
| Q3 24 | 7.5% | 8.1% | ||
| Q2 24 | 6.8% | 9.6% |
| Q1 26 | — | $5.51 | ||
| Q4 25 | $0.13 | $9.02 | ||
| Q3 25 | $0.10 | $4.98 | ||
| Q2 25 | $0.01 | $-1.53 | ||
| Q1 25 | $0.07 | $4.32 | ||
| Q4 24 | $0.14 | $3.85 | ||
| Q3 24 | $0.14 | $4.11 | ||
| Q2 24 | $0.12 | $4.91 |
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 | $160.2M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $3.7B | $1.7B |
| Total Assets | $6.6B | $3.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $160.2M | ||
| Q4 25 | $401.3M | $187.1M | ||
| Q3 25 | $540.6M | $226.1M | ||
| Q2 25 | $489.0M | $208.5M | ||
| Q1 25 | $1.1B | $184.4M | ||
| Q4 24 | $1.2B | $164.3M | ||
| Q3 24 | $337.4M | $200.5M | ||
| Q2 24 | $411.0M | $163.1M |
| Q1 26 | — | — | ||
| Q4 25 | — | $795.7M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $730.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $1.7B | ||
| Q4 25 | $3.7B | $1.6B | ||
| Q3 25 | $3.4B | $1.6B | ||
| Q2 25 | $3.2B | $1.5B | ||
| Q1 25 | $2.9B | $1.6B | ||
| Q4 24 | $2.7B | $1.5B | ||
| Q3 24 | $2.6B | $1.5B | ||
| Q2 24 | $2.4B | $1.5B |
| Q1 26 | — | $3.4B | ||
| Q4 25 | $6.6B | $3.4B | ||
| Q3 25 | $6.1B | $3.4B | ||
| Q2 25 | $5.8B | $3.3B | ||
| Q1 25 | $6.0B | $3.4B | ||
| Q4 24 | $5.8B | $3.3B | ||
| Q3 24 | $4.6B | $3.5B | ||
| Q2 24 | $4.4B | $3.5B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.49× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.47× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $111.2M | ||
| Q3 25 | $251.5M | $112.5M | ||
| Q2 25 | $200.1M | $167.6M | ||
| Q1 25 | $271.5M | $65.1M | ||
| Q4 24 | $265.2M | $193.4M | ||
| Q3 24 | $228.7M | $225.1M | ||
| Q2 24 | $164.4M | $130.8M |
| Q1 26 | — | — | ||
| Q4 25 | $318.2M | $70.4M | ||
| Q3 25 | $234.7M | $70.6M | ||
| Q2 25 | $184.9M | $135.6M | ||
| Q1 25 | $262.8M | $34.8M | ||
| Q4 24 | $257.5M | $167.8M | ||
| Q3 24 | $220.3M | $204.6M | ||
| Q2 24 | $160.0M | $112.5M |
| Q1 26 | — | — | ||
| Q4 25 | 33.4% | 6.8% | ||
| Q3 25 | 26.5% | 6.7% | ||
| Q2 25 | 22.4% | 12.9% | ||
| Q1 25 | 34.5% | 3.6% | ||
| Q4 24 | 34.9% | 16.2% | ||
| Q3 24 | 31.9% | 20.1% | ||
| Q2 24 | 24.8% | 10.8% |
| Q1 26 | — | — | ||
| Q4 25 | 0.9% | 3.9% | ||
| Q3 25 | 1.9% | 4.0% | ||
| Q2 25 | 1.8% | 3.0% | ||
| Q1 25 | 1.1% | 3.1% | ||
| Q4 24 | 1.1% | 2.5% | ||
| Q3 24 | 1.2% | 2.0% | ||
| Q2 24 | 0.7% | 1.8% |
| Q1 26 | — | — | ||
| Q4 25 | 7.02× | 0.66× | ||
| Q3 25 | 7.42× | 1.14× | ||
| Q2 25 | 75.58× | — | ||
| Q1 25 | 11.02× | 0.75× | ||
| Q4 24 | 5.82× | 2.49× | ||
| Q3 24 | 4.42× | 2.71× | ||
| Q2 24 | 3.75× | 1.31× |
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% |
VMI
| Infrastructure | $803.2M | 78% |
| Agriculture | $226.0M | 22% |
