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Side-by-side financial comparison of Datadog (DDOG) and WEBSTER FINANCIAL CORP (WBS). Click either name above to swap in a different company.
Datadog is the larger business by last-quarter revenue ($953.2M vs $735.9M, roughly 1.3× WEBSTER FINANCIAL CORP). WEBSTER FINANCIAL CORP runs the higher net margin — 33.5% vs 4.9%, a 28.6% gap on every dollar of revenue. Over the past eight quarters, Datadog's revenue compounded faster (24.9% CAGR vs 9.4%).
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.
Webster Bank is an American commercial bank based in Stamford, Connecticut. It has 177 branches and 316 ATMs located in Connecticut; Massachusetts; Rhode Island; New Jersey; Westchester, Orange, Ulster, and Rockland counties in New York as well as New York City.
DDOG vs WBS — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $953.2M | $735.9M |
| Net Profit | $46.6M | $246.2M |
| Gross Margin | 80.4% | — |
| Operating Margin | 1.0% | — |
| Net Margin | 4.9% | 33.5% |
| Revenue YoY | 29.2% | — |
| Net Profit YoY | 2.1% | 8.5% |
| EPS (diluted) | $0.13 | $1.50 |
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 | — | $735.9M | ||
| Q4 25 | $953.2M | $746.2M | ||
| Q3 25 | $885.7M | $732.6M | ||
| Q2 25 | $826.8M | $715.8M | ||
| Q1 25 | $761.6M | $704.8M | ||
| Q4 24 | $737.7M | $661.0M | ||
| Q3 24 | $690.0M | $647.6M | ||
| Q2 24 | $645.3M | $614.6M |
| Q1 26 | — | $246.2M | ||
| Q4 25 | $46.6M | $255.8M | ||
| Q3 25 | $33.9M | $261.2M | ||
| Q2 25 | $2.6M | $258.8M | ||
| Q1 25 | $24.6M | $226.9M | ||
| Q4 24 | $45.6M | $177.8M | ||
| Q3 24 | $51.7M | $193.0M | ||
| Q2 24 | $43.8M | $181.6M |
| Q1 26 | — | — | ||
| 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 26 | — | — | ||
| Q4 25 | 1.0% | 48.6% | ||
| Q3 25 | -0.7% | 51.3% | ||
| Q2 25 | -4.3% | 51.7% | ||
| Q1 25 | -1.6% | 51.2% | ||
| Q4 24 | 1.3% | 48.5% | ||
| Q3 24 | 2.9% | 46.1% | ||
| Q2 24 | 2.0% | 47.0% |
| Q1 26 | — | 33.5% | ||
| Q4 25 | 4.9% | 34.3% | ||
| Q3 25 | 3.8% | 35.7% | ||
| Q2 25 | 0.3% | 36.2% | ||
| Q1 25 | 3.2% | 32.2% | ||
| Q4 24 | 6.2% | 26.9% | ||
| Q3 24 | 7.5% | 29.8% | ||
| Q2 24 | 6.8% | 29.6% |
| Q1 26 | — | $1.50 | ||
| Q4 25 | $0.13 | $1.54 | ||
| Q3 25 | $0.10 | $1.54 | ||
| Q2 25 | $0.01 | $1.52 | ||
| Q1 25 | $0.07 | $1.30 | ||
| Q4 24 | $0.14 | $1.01 | ||
| Q3 24 | $0.14 | $1.10 | ||
| Q2 24 | $0.12 | $1.03 |
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 | — |
| Total DebtLower is stronger | — | $738.3M |
| Stockholders' EquityBook value | $3.7B | $9.6B |
| Total Assets | $6.6B | $85.6B |
| Debt / EquityLower = less leverage | — | 0.08× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $401.3M | — | ||
| Q3 25 | $540.6M | — | ||
| Q2 25 | $489.0M | — | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $337.4M | — | ||
| Q2 24 | $411.0M | — |
| Q1 26 | — | $738.3M | ||
| Q4 25 | — | $739.5M | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | — | $905.6M | ||
| Q1 25 | — | $907.4M | ||
| Q4 24 | — | $909.2M | ||
| Q3 24 | — | $911.0M | ||
| Q2 24 | — | $912.7M |
| Q1 26 | — | $9.6B | ||
| Q4 25 | $3.7B | $9.5B | ||
| Q3 25 | $3.4B | $9.5B | ||
| Q2 25 | $3.2B | $9.3B | ||
| Q1 25 | $2.9B | $9.2B | ||
| Q4 24 | $2.7B | $9.1B | ||
| Q3 24 | $2.6B | $9.2B | ||
| Q2 24 | $2.4B | $8.8B |
| Q1 26 | — | $85.6B | ||
| Q4 25 | $6.6B | $84.1B | ||
| Q3 25 | $6.1B | $83.2B | ||
| Q2 25 | $5.8B | $81.9B | ||
| Q1 25 | $6.0B | $80.3B | ||
| Q4 24 | $5.8B | $79.0B | ||
| Q3 24 | $4.6B | $79.5B | ||
| Q2 24 | $4.4B | $76.8B |
| Q1 26 | — | 0.08× | ||
| Q4 25 | — | 0.08× | ||
| Q3 25 | — | 0.13× | ||
| Q2 25 | — | 0.10× | ||
| Q1 25 | — | 0.10× | ||
| Q4 24 | — | 0.10× | ||
| Q3 24 | — | 0.10× | ||
| Q2 24 | — | 0.10× |
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 | $1.1B | ||
| Q3 25 | $251.5M | $374.7M | ||
| Q2 25 | $200.1M | $270.9M | ||
| Q1 25 | $271.5M | $94.9M | ||
| Q4 24 | $265.2M | $1.4B | ||
| Q3 24 | $228.7M | $45.3M | ||
| Q2 24 | $164.4M | $224.0M |
| Q1 26 | — | — | ||
| Q4 25 | $318.2M | $1.0B | ||
| Q3 25 | $234.7M | $362.5M | ||
| Q2 25 | $184.9M | $257.7M | ||
| Q1 25 | $262.8M | $86.6M | ||
| Q4 24 | $257.5M | $1.4B | ||
| Q3 24 | $220.3M | $35.3M | ||
| Q2 24 | $160.0M | $215.6M |
| Q1 26 | — | — | ||
| Q4 25 | 33.4% | 135.2% | ||
| Q3 25 | 26.5% | 49.5% | ||
| Q2 25 | 22.4% | 36.0% | ||
| Q1 25 | 34.5% | 12.3% | ||
| Q4 24 | 34.9% | 207.0% | ||
| Q3 24 | 31.9% | 5.4% | ||
| Q2 24 | 24.8% | 35.1% |
| Q1 26 | — | — | ||
| Q4 25 | 0.9% | 6.6% | ||
| Q3 25 | 1.9% | 1.7% | ||
| Q2 25 | 1.8% | 1.8% | ||
| Q1 25 | 1.1% | 1.2% | ||
| Q4 24 | 1.1% | 5.4% | ||
| Q3 24 | 1.2% | 1.5% | ||
| Q2 24 | 0.7% | 1.4% |
| Q1 26 | — | — | ||
| Q4 25 | 7.02× | 4.14× | ||
| Q3 25 | 7.42× | 1.43× | ||
| Q2 25 | 75.58× | 1.05× | ||
| Q1 25 | 11.02× | 0.42× | ||
| Q4 24 | 5.82× | 7.90× | ||
| Q3 24 | 4.42× | 0.23× | ||
| Q2 24 | 3.75× | 1.23× |
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% |
WBS
| Net Interest Income | $634.4M | 86% |
| Noninterest Income | $101.5M | 14% |
