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Side-by-side financial comparison of Datadog (DDOG) and WATTS WATER TECHNOLOGIES INC (WTS). Click either name above to swap in a different company.
Datadog is the larger business by last-quarter revenue ($953.2M vs $625.1M, roughly 1.5× WATTS WATER TECHNOLOGIES INC). WATTS WATER TECHNOLOGIES INC runs the higher net margin — 13.4% vs 4.9%, a 8.5% gap on every dollar of revenue. On growth, Datadog posted the faster year-over-year revenue change (29.2% vs 15.7%). Datadog produced more free cash flow last quarter ($318.2M vs $140.3M). Over the past eight quarters, Datadog's revenue compounded faster (24.9% CAGR vs 4.6%).
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.
AERCO International, Inc. is a manufacturer and supplier of commercial condensing boilers, high efficiency water heating equipment and energy recovery systems in the HVAC/plumbing industry across a variety of markets including education, lodging, government, office buildings, healthcare, industrial and multifamily housing. In 1949, AERCO introduced the industry's first semi-instantaneous, tankless steam-to-water water heater. In 1988, AERCO introduced the first condensing and fully modulating...
DDOG vs WTS — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $953.2M | $625.1M |
| Net Profit | $46.6M | $83.7M |
| Gross Margin | 80.4% | 49.5% |
| Operating Margin | 1.0% | 18.2% |
| Net Margin | 4.9% | 13.4% |
| Revenue YoY | 29.2% | 15.7% |
| Net Profit YoY | 2.1% | 24.0% |
| EPS (diluted) | $0.13 | $2.50 |
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.
| Q4 25 | $953.2M | $625.1M | ||
| Q3 25 | $885.7M | $611.7M | ||
| Q2 25 | $826.8M | $643.7M | ||
| Q1 25 | $761.6M | $558.0M | ||
| Q4 24 | $737.7M | $540.4M | ||
| Q3 24 | $690.0M | $543.6M | ||
| Q2 24 | $645.3M | $597.3M | ||
| Q1 24 | $611.3M | $570.9M |
| Q4 25 | $46.6M | $83.7M | ||
| Q3 25 | $33.9M | $82.2M | ||
| Q2 25 | $2.6M | $100.9M | ||
| Q1 25 | $24.6M | $74.0M | ||
| Q4 24 | $45.6M | $67.5M | ||
| Q3 24 | $51.7M | $69.1M | ||
| Q2 24 | $43.8M | $82.0M | ||
| Q1 24 | $42.6M | $72.6M |
| Q4 25 | 80.4% | 49.5% | ||
| Q3 25 | 80.1% | 48.8% | ||
| Q2 25 | 79.9% | 50.6% | ||
| Q1 25 | 79.3% | 48.8% | ||
| Q4 24 | 80.5% | 46.7% | ||
| Q3 24 | 80.0% | 47.3% | ||
| Q2 24 | 80.9% | 47.7% | ||
| Q1 24 | 82.0% | 46.9% |
| Q4 25 | 1.0% | 18.2% | ||
| Q3 25 | -0.7% | 18.2% | ||
| Q2 25 | -4.3% | 21.0% | ||
| Q1 25 | -1.6% | 15.7% | ||
| Q4 24 | 1.3% | 16.5% | ||
| Q3 24 | 2.9% | 17.1% | ||
| Q2 24 | 2.0% | 18.7% | ||
| Q1 24 | 2.0% | 16.9% |
| Q4 25 | 4.9% | 13.4% | ||
| Q3 25 | 3.8% | 13.4% | ||
| Q2 25 | 0.3% | 15.7% | ||
| Q1 25 | 3.2% | 13.3% | ||
| Q4 24 | 6.2% | 12.5% | ||
| Q3 24 | 7.5% | 12.7% | ||
| Q2 24 | 6.8% | 13.7% | ||
| Q1 24 | 7.0% | 12.7% |
| Q4 25 | $0.13 | $2.50 | ||
| Q3 25 | $0.10 | $2.45 | ||
| Q2 25 | $0.01 | $3.01 | ||
| Q1 25 | $0.07 | $2.21 | ||
| Q4 24 | $0.14 | $2.02 | ||
| Q3 24 | $0.14 | $2.06 | ||
| Q2 24 | $0.12 | $2.44 | ||
| Q1 24 | $0.12 | $2.17 |
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 | $405.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $3.7B | $2.0B |
| Total Assets | $6.6B | $2.9B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $401.3M | $405.5M | ||
| Q3 25 | $540.6M | $457.7M | ||
| Q2 25 | $489.0M | $369.3M | ||
| Q1 25 | $1.1B | $336.8M | ||
| Q4 24 | $1.2B | $386.9M | ||
| Q3 24 | $337.4M | $303.9M | ||
| Q2 24 | $411.0M | $279.4M | ||
| Q1 24 | $282.2M | $237.1M |
| Q4 25 | $3.7B | $2.0B | ||
| Q3 25 | $3.4B | $2.0B | ||
| Q2 25 | $3.2B | $1.9B | ||
| Q1 25 | $2.9B | $1.8B | ||
| Q4 24 | $2.7B | $1.7B | ||
| Q3 24 | $2.6B | $1.7B | ||
| Q2 24 | $2.4B | $1.6B | ||
| Q1 24 | $2.2B | $1.6B |
| Q4 25 | $6.6B | $2.9B | ||
| Q3 25 | $6.1B | $2.7B | ||
| Q2 25 | $5.8B | $2.6B | ||
| Q1 25 | $6.0B | $2.5B | ||
| Q4 24 | $5.8B | $2.4B | ||
| Q3 24 | $4.6B | $2.4B | ||
| Q2 24 | $4.4B | $2.4B | ||
| Q1 24 | $4.1B | $2.3B |
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 | $154.7M |
| Free Cash FlowOCF − Capex | $318.2M | $140.3M |
| FCF MarginFCF / Revenue | 33.4% | 22.4% |
| Capex IntensityCapex / Revenue | 0.9% | 2.3% |
| Cash ConversionOCF / Net Profit | 7.02× | 1.85× |
| TTM Free Cash FlowTrailing 4 quarters | $1.0B | $356.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $327.1M | $154.7M | ||
| Q3 25 | $251.5M | $122.4M | ||
| Q2 25 | $200.1M | $69.7M | ||
| Q1 25 | $271.5M | $55.2M | ||
| Q4 24 | $265.2M | $139.5M | ||
| Q3 24 | $228.7M | $90.7M | ||
| Q2 24 | $164.4M | $85.3M | ||
| Q1 24 | $212.3M | $45.6M |
| Q4 25 | $318.2M | $140.3M | ||
| Q3 25 | $234.7M | $110.9M | ||
| Q2 25 | $184.9M | $59.5M | ||
| Q1 25 | $262.8M | $45.6M | ||
| Q4 24 | $257.5M | $127.5M | ||
| Q3 24 | $220.3M | $84.3M | ||
| Q2 24 | $160.0M | $78.5M | ||
| Q1 24 | $198.1M | $35.5M |
| Q4 25 | 33.4% | 22.4% | ||
| Q3 25 | 26.5% | 18.1% | ||
| Q2 25 | 22.4% | 9.2% | ||
| Q1 25 | 34.5% | 8.2% | ||
| Q4 24 | 34.9% | 23.6% | ||
| Q3 24 | 31.9% | 15.5% | ||
| Q2 24 | 24.8% | 13.1% | ||
| Q1 24 | 32.4% | 6.2% |
| Q4 25 | 0.9% | 2.3% | ||
| Q3 25 | 1.9% | 1.9% | ||
| Q2 25 | 1.8% | 1.6% | ||
| Q1 25 | 1.1% | 1.7% | ||
| Q4 24 | 1.1% | 2.2% | ||
| Q3 24 | 1.2% | 1.2% | ||
| Q2 24 | 0.7% | 1.1% | ||
| Q1 24 | 2.3% | 1.8% |
| Q4 25 | 7.02× | 1.85× | ||
| Q3 25 | 7.42× | 1.49× | ||
| Q2 25 | 75.58× | 0.69× | ||
| Q1 25 | 11.02× | 0.75× | ||
| Q4 24 | 5.82× | 2.07× | ||
| Q3 24 | 4.42× | 1.31× | ||
| Q2 24 | 3.75× | 1.04× | ||
| Q1 24 | 4.98× | 0.63× |
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% |
WTS
Segment breakdown not available.
