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Side-by-side financial comparison of Datadog (DDOG) and Williams-Sonoma, Inc. (WSM). Click either name above to swap in a different company.
Williams-Sonoma, Inc. is the larger business by last-quarter revenue ($1.9B vs $953.2M, roughly 2.0× Datadog). Williams-Sonoma, Inc. runs the higher net margin — 12.8% vs 4.9%, a 7.9% gap on every dollar of revenue. On growth, Datadog posted the faster year-over-year revenue change (29.2% vs 4.6%). Datadog produced more free cash flow last quarter ($318.2M vs $248.1M). Over the past eight quarters, Datadog's revenue compounded faster (24.9% CAGR vs -9.1%).
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.
Williams Sonoma is an American retailer of cookware, appliances, and home furnishings. It is owned by Williams-Sonoma, Inc., and was founded by Charles E. (Chuck) Williams in 1956.
DDOG vs WSM — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $953.2M | $1.9B |
| Net Profit | $46.6M | $241.6M |
| Gross Margin | 80.4% | 46.1% |
| Operating Margin | 1.0% | 17.0% |
| Net Margin | 4.9% | 12.8% |
| Revenue YoY | 29.2% | 4.6% |
| Net Profit YoY | 2.1% | -3.0% |
| EPS (diluted) | $0.13 | $1.96 |
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 | $1.9B | ||
| Q3 25 | $885.7M | $1.8B | ||
| Q2 25 | $826.8M | $1.7B | ||
| Q1 25 | $761.6M | $2.5B | ||
| Q4 24 | $737.7M | $1.8B | ||
| Q3 24 | $690.0M | $1.8B | ||
| Q2 24 | $645.3M | $1.7B | ||
| Q1 24 | $611.3M | $2.3B |
| Q4 25 | $46.6M | $241.6M | ||
| Q3 25 | $33.9M | $247.6M | ||
| Q2 25 | $2.6M | $231.3M | ||
| Q1 25 | $24.6M | $384.9M | ||
| Q4 24 | $45.6M | $249.0M | ||
| Q3 24 | $51.7M | $225.7M | ||
| Q2 24 | $43.8M | $265.7M | ||
| Q1 24 | $42.6M | $354.4M |
| Q4 25 | 80.4% | 46.1% | ||
| Q3 25 | 80.1% | 47.1% | ||
| Q2 25 | 79.9% | 44.3% | ||
| Q1 25 | 79.3% | 45.2% | ||
| Q4 24 | 80.5% | 46.7% | ||
| Q3 24 | 80.0% | 46.2% | ||
| Q2 24 | 80.9% | 48.3% | ||
| Q1 24 | 82.0% | 46.0% |
| Q4 25 | 1.0% | 17.0% | ||
| Q3 25 | -0.7% | 17.9% | ||
| Q2 25 | -4.3% | 16.8% | ||
| Q1 25 | -1.6% | 20.1% | ||
| Q4 24 | 1.3% | 17.8% | ||
| Q3 24 | 2.9% | 16.2% | ||
| Q2 24 | 2.0% | 19.5% | ||
| Q1 24 | 2.0% | 20.1% |
| Q4 25 | 4.9% | 12.8% | ||
| Q3 25 | 3.8% | 13.5% | ||
| Q2 25 | 0.3% | 13.4% | ||
| Q1 25 | 3.2% | 15.6% | ||
| Q4 24 | 6.2% | 13.8% | ||
| Q3 24 | 7.5% | 12.6% | ||
| Q2 24 | 6.8% | 16.0% | ||
| Q1 24 | 7.0% | 15.6% |
| Q4 25 | $0.13 | $1.96 | ||
| Q3 25 | $0.10 | $2.00 | ||
| Q2 25 | $0.01 | $1.85 | ||
| Q1 25 | $0.07 | $1.02 | ||
| Q4 24 | $0.14 | $1.96 | ||
| Q3 24 | $0.14 | $1.74 | ||
| Q2 24 | $0.12 | $4.07 | ||
| Q1 24 | $0.12 | $5.42 |
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 | $884.7M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $3.7B | $2.1B |
| Total Assets | $6.6B | $5.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $401.3M | $884.7M | ||
| Q3 25 | $540.6M | $985.8M | ||
| Q2 25 | $489.0M | $1.0B | ||
| Q1 25 | $1.1B | $1.2B | ||
| Q4 24 | $1.2B | $826.8M | ||
| Q3 24 | $337.4M | $1.3B | ||
| Q2 24 | $411.0M | $1.3B | ||
| Q1 24 | $282.2M | $1.3B |
| Q4 25 | $3.7B | $2.1B | ||
| Q3 25 | $3.4B | $2.1B | ||
| Q2 25 | $3.2B | $2.2B | ||
| Q1 25 | $2.9B | $2.1B | ||
| Q4 24 | $2.7B | $1.9B | ||
| Q3 24 | $2.6B | $2.3B | ||
| Q2 24 | $2.4B | $2.2B | ||
| Q1 24 | $2.2B | $2.1B |
| Q4 25 | $6.6B | $5.3B | ||
| Q3 25 | $6.1B | $5.2B | ||
| Q2 25 | $5.8B | $5.2B | ||
| Q1 25 | $6.0B | $5.3B | ||
| Q4 24 | $5.8B | $5.0B | ||
| Q3 24 | $4.6B | $5.2B | ||
| Q2 24 | $4.4B | $5.2B | ||
| Q1 24 | $4.1B | $5.3B |
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 | $316.3M |
| Free Cash FlowOCF − Capex | $318.2M | $248.1M |
| FCF MarginFCF / Revenue | 33.4% | 13.2% |
| Capex IntensityCapex / Revenue | 0.9% | 3.6% |
| Cash ConversionOCF / Net Profit | 7.02× | 1.31× |
| TTM Free Cash FlowTrailing 4 quarters | $1.0B | $1.1B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $327.1M | $316.3M | ||
| Q3 25 | $251.5M | $282.7M | ||
| Q2 25 | $200.1M | $118.9M | ||
| Q1 25 | $271.5M | $633.5M | ||
| Q4 24 | $265.2M | $253.5M | ||
| Q3 24 | $228.7M | $246.5M | ||
| Q2 24 | $164.4M | $226.8M | ||
| Q1 24 | $212.3M | $674.9M |
| Q4 25 | $318.2M | $248.1M | ||
| Q3 25 | $234.7M | $230.7M | ||
| Q2 25 | $184.9M | $60.7M | ||
| Q1 25 | $262.8M | $566.3M | ||
| Q4 24 | $257.5M | $170.1M | ||
| Q3 24 | $220.3M | $215.1M | ||
| Q2 24 | $160.0M | $187.3M | ||
| Q1 24 | $198.1M | $621.2M |
| Q4 25 | 33.4% | 13.2% | ||
| Q3 25 | 26.5% | 12.6% | ||
| Q2 25 | 22.4% | 3.5% | ||
| Q1 25 | 34.5% | 23.0% | ||
| Q4 24 | 34.9% | 9.4% | ||
| Q3 24 | 31.9% | 12.0% | ||
| Q2 24 | 24.8% | 11.3% | ||
| Q1 24 | 32.4% | 27.3% |
| Q4 25 | 0.9% | 3.6% | ||
| Q3 25 | 1.9% | 2.8% | ||
| Q2 25 | 1.8% | 3.4% | ||
| Q1 25 | 1.1% | 2.7% | ||
| Q4 24 | 1.1% | 4.6% | ||
| Q3 24 | 1.2% | 1.8% | ||
| Q2 24 | 0.7% | 2.4% | ||
| Q1 24 | 2.3% | 2.4% |
| Q4 25 | 7.02× | 1.31× | ||
| Q3 25 | 7.42× | 1.14× | ||
| Q2 25 | 75.58× | 0.51× | ||
| Q1 25 | 11.02× | 1.65× | ||
| Q4 24 | 5.82× | 1.02× | ||
| Q3 24 | 4.42× | 1.09× | ||
| Q2 24 | 3.75× | 0.85× | ||
| Q1 24 | 4.98× | 1.90× |
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% |
WSM
Segment breakdown not available.
