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Side-by-side financial comparison of Datadog (DDOG) and Vontier Corp (VNT). Click either name above to swap in a different company.
Datadog is the larger business by last-quarter revenue ($1.0B vs $808.5M, roughly 1.2× Vontier Corp). Vontier Corp runs the higher net margin — 15.3% vs 5.2%, a 10.1% gap on every dollar of revenue. On growth, Datadog posted the faster year-over-year revenue change (32.2% vs 4.1%). Datadog produced more free cash flow last quarter ($289.1M vs $174.8M). Over the past eight quarters, Datadog's revenue compounded faster (24.9% CAGR vs 3.4%).
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.
Vontier Corporation is an industrial manufacturing company headquartered in Raleigh, North Carolina. It owns the brands Gilbarco Veeder-Root, Matco Tools and Teletrac Navman, including subsidiaries Hennessy Industries, Gasboy, and Global Traffic Technologies (GTT).
DDOG vs VNT — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.0B | $808.5M |
| Net Profit | $52.6M | $123.5M |
| Gross Margin | 79.2% | — |
| Operating Margin | 21.5% | 18.9% |
| Net Margin | 5.2% | 15.3% |
| Revenue YoY | 32.2% | 4.1% |
| Net Profit YoY | 113.4% | 0.0% |
| EPS (diluted) | $0.15 | $0.85 |
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 | $808.5M | ||
| Q3 25 | $885.7M | $752.5M | ||
| Q2 25 | $826.8M | $773.5M | ||
| Q1 25 | $761.6M | $741.1M | ||
| Q4 24 | $737.7M | $776.8M | ||
| Q3 24 | $690.0M | $750.0M | ||
| Q2 24 | $645.3M | $696.4M |
| Q1 26 | $52.6M | — | ||
| Q4 25 | $46.6M | $123.5M | ||
| Q3 25 | $33.9M | $102.8M | ||
| Q2 25 | $2.6M | $91.9M | ||
| Q1 25 | $24.6M | $87.9M | ||
| Q4 24 | $45.6M | $123.5M | ||
| Q3 24 | $51.7M | $91.8M | ||
| Q2 24 | $43.8M | $70.1M |
| Q1 26 | 79.2% | — | ||
| Q4 25 | 80.4% | — | ||
| Q3 25 | 80.1% | 47.3% | ||
| Q2 25 | 79.9% | 47.9% | ||
| Q1 25 | 79.3% | 47.3% | ||
| Q4 24 | 80.5% | — | ||
| Q3 24 | 80.0% | 47.2% | ||
| Q2 24 | 80.9% | 48.2% |
| Q1 26 | 21.5% | — | ||
| Q4 25 | 1.0% | 18.9% | ||
| Q3 25 | -0.7% | 18.9% | ||
| Q2 25 | -4.3% | 17.6% | ||
| Q1 25 | -1.6% | 17.6% | ||
| Q4 24 | 1.3% | 19.2% | ||
| Q3 24 | 2.9% | 17.5% | ||
| Q2 24 | 2.0% | 16.4% |
| Q1 26 | 5.2% | — | ||
| Q4 25 | 4.9% | 15.3% | ||
| Q3 25 | 3.8% | 13.7% | ||
| Q2 25 | 0.3% | 11.9% | ||
| Q1 25 | 3.2% | 11.9% | ||
| Q4 24 | 6.2% | 15.9% | ||
| Q3 24 | 7.5% | 12.2% | ||
| Q2 24 | 6.8% | 10.1% |
| Q1 26 | $0.15 | — | ||
| Q4 25 | $0.13 | $0.85 | ||
| Q3 25 | $0.10 | $0.70 | ||
| Q2 25 | $0.01 | $0.62 | ||
| Q1 25 | $0.07 | $0.59 | ||
| Q4 24 | $0.14 | $0.82 | ||
| Q3 24 | $0.14 | $0.60 | ||
| Q2 24 | $0.12 | $0.45 |
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 | $492.2M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $4.0B | $1.2B |
| Total Assets | $7.0B | $4.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $426.4M | — | ||
| Q4 25 | $401.3M | $492.2M | ||
| Q3 25 | $540.6M | $433.8M | ||
| Q2 25 | $489.0M | $364.2M | ||
| Q1 25 | $1.1B | $333.6M | ||
| Q4 24 | $1.2B | $356.4M | ||
| Q3 24 | $337.4M | $330.9M | ||
| Q2 24 | $411.0M | $331.3M |
| Q1 26 | $4.0B | — | ||
| Q4 25 | $3.7B | $1.2B | ||
| Q3 25 | $3.4B | $1.2B | ||
| Q2 25 | $3.2B | $1.2B | ||
| Q1 25 | $2.9B | $1.1B | ||
| Q4 24 | $2.7B | $1.1B | ||
| Q3 24 | $2.6B | $1.0B | ||
| Q2 24 | $2.4B | $1.0B |
| Q1 26 | $7.0B | — | ||
| Q4 25 | $6.6B | $4.4B | ||
| Q3 25 | $6.1B | $4.4B | ||
| Q2 25 | $5.8B | $4.4B | ||
| Q1 25 | $6.0B | $4.3B | ||
| Q4 24 | $5.8B | $4.3B | ||
| Q3 24 | $4.6B | $4.3B | ||
| Q2 24 | $4.4B | $4.2B |
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 | $190.1M |
| Free Cash FlowOCF − Capex | $289.1M | $174.8M |
| FCF MarginFCF / Revenue | 28.7% | 21.6% |
| Capex IntensityCapex / Revenue | — | 1.9% |
| Cash ConversionOCF / Net Profit | 6.36× | 1.54× |
| TTM Free Cash FlowTrailing 4 quarters | $1.0B | $441.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $334.6M | — | ||
| Q4 25 | $327.1M | $190.1M | ||
| Q3 25 | $251.5M | $110.5M | ||
| Q2 25 | $200.1M | $100.0M | ||
| Q1 25 | $271.5M | $110.4M | ||
| Q4 24 | $265.2M | $168.1M | ||
| Q3 24 | $228.7M | $121.8M | ||
| Q2 24 | $164.4M | $46.1M |
| Q1 26 | $289.1M | — | ||
| Q4 25 | $318.2M | $174.8M | ||
| Q3 25 | $234.7M | $90.3M | ||
| Q2 25 | $184.9M | $83.3M | ||
| Q1 25 | $262.8M | $92.7M | ||
| Q4 24 | $257.5M | $148.0M | ||
| Q3 24 | $220.3M | $103.2M | ||
| Q2 24 | $160.0M | $22.3M |
| Q1 26 | 28.7% | — | ||
| Q4 25 | 33.4% | 21.6% | ||
| Q3 25 | 26.5% | 12.0% | ||
| Q2 25 | 22.4% | 10.8% | ||
| Q1 25 | 34.5% | 12.5% | ||
| Q4 24 | 34.9% | 19.1% | ||
| Q3 24 | 31.9% | 13.8% | ||
| Q2 24 | 24.8% | 3.2% |
| Q1 26 | — | — | ||
| Q4 25 | 0.9% | 1.9% | ||
| Q3 25 | 1.9% | 2.7% | ||
| Q2 25 | 1.8% | 2.2% | ||
| Q1 25 | 1.1% | 2.4% | ||
| Q4 24 | 1.1% | 2.6% | ||
| Q3 24 | 1.2% | 2.5% | ||
| Q2 24 | 0.7% | 3.4% |
| Q1 26 | 6.36× | — | ||
| Q4 25 | 7.02× | 1.54× | ||
| Q3 25 | 7.42× | 1.07× | ||
| Q2 25 | 75.58× | 1.09× | ||
| Q1 25 | 11.02× | 1.26× | ||
| Q4 24 | 5.82× | 1.36× | ||
| Q3 24 | 4.42× | 1.33× | ||
| Q2 24 | 3.75× | 0.66× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DDOG
Segment breakdown not available.
VNT
| Environmental Fueling Solutions Segment | $387.5M | 48% |
| Services | $191.0M | 24% |
| Repair Solutions Segment | $144.5M | 18% |
| Other | $85.5M | 11% |
