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Side-by-side financial comparison of Datadog (DDOG) and Western Union CO (WU). Click either name above to swap in a different company.
Datadog is the larger business by last-quarter revenue ($1.0B vs $982.7M, roughly 1.0× Western Union CO). Western Union CO runs the higher net margin — 6.6% vs 5.2%, a 1.4% gap on every dollar of revenue. On growth, Datadog posted the faster year-over-year revenue change (32.2% vs 0.0%). Over the past eight quarters, Datadog's revenue compounded faster (24.9% CAGR vs -1.9%).
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.
The Western Union Company is an American multinational financial services corporation headquartered in Denver, Colorado.
DDOG vs WU — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.0B | $982.7M |
| Net Profit | $52.6M | $64.7M |
| Gross Margin | 79.2% | — |
| Operating Margin | 21.5% | 12.5% |
| Net Margin | 5.2% | 6.6% |
| Revenue YoY | 32.2% | 0.0% |
| Net Profit YoY | 113.4% | -47.6% |
| EPS (diluted) | $0.15 | $0.41 |
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 | $982.7M | ||
| Q4 25 | $953.2M | $972.0M | ||
| Q3 25 | $885.7M | $985.3M | ||
| Q2 25 | $826.8M | $983.6M | ||
| Q1 25 | $761.6M | $938.7M | ||
| Q4 24 | $737.7M | $1.0B | ||
| Q3 24 | $690.0M | $993.4M | ||
| Q2 24 | $645.3M | $1.0B |
| Q1 26 | $52.6M | $64.7M | ||
| Q4 25 | $46.6M | $114.4M | ||
| Q3 25 | $33.9M | $139.6M | ||
| Q2 25 | $2.6M | $122.1M | ||
| Q1 25 | $24.6M | $123.5M | ||
| Q4 24 | $45.6M | $385.7M | ||
| Q3 24 | $51.7M | $264.8M | ||
| Q2 24 | $43.8M | $141.0M |
| Q1 26 | 79.2% | — | ||
| Q4 25 | 80.4% | 33.6% | ||
| Q3 25 | 80.1% | 34.7% | ||
| Q2 25 | 79.9% | 34.6% | ||
| Q1 25 | 79.3% | 34.0% | ||
| Q4 24 | 80.5% | 35.0% | ||
| Q3 24 | 80.0% | 34.2% | ||
| Q2 24 | 80.9% | 35.0% |
| Q1 26 | 21.5% | 12.5% | ||
| Q4 25 | 1.0% | 19.1% | ||
| Q3 25 | -0.7% | 20.5% | ||
| Q2 25 | -4.3% | 19.6% | ||
| Q1 25 | -1.6% | 18.9% | ||
| Q4 24 | 1.3% | 17.5% | ||
| Q3 24 | 2.9% | 16.6% | ||
| Q2 24 | 2.0% | 18.7% |
| Q1 26 | 5.2% | 6.6% | ||
| Q4 25 | 4.9% | 11.8% | ||
| Q3 25 | 3.8% | 14.2% | ||
| Q2 25 | 0.3% | 12.4% | ||
| Q1 25 | 3.2% | 13.2% | ||
| Q4 24 | 6.2% | 37.9% | ||
| Q3 24 | 7.5% | 26.7% | ||
| Q2 24 | 6.8% | 13.8% |
| Q1 26 | $0.15 | $0.41 | ||
| Q4 25 | $0.13 | $0.36 | ||
| Q3 25 | $0.10 | $0.43 | ||
| Q2 25 | $0.01 | $0.37 | ||
| Q1 25 | $0.07 | $0.36 | ||
| Q4 24 | $0.14 | $1.14 | ||
| Q3 24 | $0.14 | $0.78 | ||
| Q2 24 | $0.12 | $0.41 |
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 | $909.2M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $4.0B | $910.5M |
| Total Assets | $7.0B | $8.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $426.4M | $909.2M | ||
| Q4 25 | $401.3M | $1.2B | ||
| Q3 25 | $540.6M | $947.8M | ||
| Q2 25 | $489.0M | $1.0B | ||
| Q1 25 | $1.1B | $1.3B | ||
| Q4 24 | $1.2B | $1.5B | ||
| Q3 24 | $337.4M | $1.1B | ||
| Q2 24 | $411.0M | $1.0B |
| Q1 26 | — | — | ||
| Q4 25 | — | $2.9B | ||
| Q3 25 | — | $2.5B | ||
| Q2 25 | — | $2.5B | ||
| Q1 25 | — | $2.5B | ||
| Q4 24 | — | $3.0B | ||
| Q3 24 | — | $2.1B | ||
| Q2 24 | — | $2.1B |
| Q1 26 | $4.0B | $910.5M | ||
| Q4 25 | $3.7B | $957.8M | ||
| Q3 25 | $3.4B | $925.4M | ||
| Q2 25 | $3.2B | $883.6M | ||
| Q1 25 | $2.9B | $939.4M | ||
| Q4 24 | $2.7B | $968.9M | ||
| Q3 24 | $2.6B | $652.7M | ||
| Q2 24 | $2.4B | $440.8M |
| Q1 26 | $7.0B | $8.1B | ||
| Q4 25 | $6.6B | $8.3B | ||
| Q3 25 | $6.1B | $7.8B | ||
| Q2 25 | $5.8B | $8.0B | ||
| Q1 25 | $6.0B | $8.3B | ||
| Q4 24 | $5.8B | $8.4B | ||
| Q3 24 | $4.6B | $7.7B | ||
| Q2 24 | $4.4B | $8.0B |
| Q1 26 | — | — | ||
| Q4 25 | — | 3.01× | ||
| Q3 25 | — | 2.70× | ||
| Q2 25 | — | 2.83× | ||
| Q1 25 | — | 2.61× | ||
| Q4 24 | — | 3.04× | ||
| Q3 24 | — | 3.29× | ||
| Q2 24 | — | 4.88× |
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 | $109.0M |
| Free Cash FlowOCF − Capex | $289.1M | — |
| FCF MarginFCF / Revenue | 28.7% | — |
| Capex IntensityCapex / Revenue | — | 4.8% |
| Cash ConversionOCF / Net Profit | 6.36× | 1.68× |
| TTM Free Cash FlowTrailing 4 quarters | $1.0B | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $334.6M | $109.0M | ||
| Q4 25 | $327.1M | $135.4M | ||
| Q3 25 | $251.5M | $260.4M | ||
| Q2 25 | $200.1M | $-300.0K | ||
| Q1 25 | $271.5M | $148.2M | ||
| Q4 24 | $265.2M | $134.0M | ||
| Q3 24 | $228.7M | $212.1M | ||
| Q2 24 | $164.4M | $-33.8M |
| Q1 26 | $289.1M | — | ||
| Q4 25 | $318.2M | $115.5M | ||
| Q3 25 | $234.7M | $252.7M | ||
| Q2 25 | $184.9M | $-7.8M | ||
| Q1 25 | $262.8M | $144.8M | ||
| Q4 24 | $257.5M | $119.7M | ||
| Q3 24 | $220.3M | $205.1M | ||
| Q2 24 | $160.0M | $-38.9M |
| Q1 26 | 28.7% | — | ||
| Q4 25 | 33.4% | 11.9% | ||
| Q3 25 | 26.5% | 25.6% | ||
| Q2 25 | 22.4% | -0.8% | ||
| Q1 25 | 34.5% | 15.4% | ||
| Q4 24 | 34.9% | 11.8% | ||
| Q3 24 | 31.9% | 20.6% | ||
| Q2 24 | 24.8% | -3.8% |
| Q1 26 | — | 4.8% | ||
| Q4 25 | 0.9% | 2.0% | ||
| Q3 25 | 1.9% | 0.8% | ||
| Q2 25 | 1.8% | 0.8% | ||
| Q1 25 | 1.1% | 0.4% | ||
| Q4 24 | 1.1% | 1.4% | ||
| Q3 24 | 1.2% | 0.7% | ||
| Q2 24 | 0.7% | 0.5% |
| Q1 26 | 6.36× | 1.68× | ||
| Q4 25 | 7.02× | 1.18× | ||
| Q3 25 | 7.42× | 1.87× | ||
| Q2 25 | 75.58× | -0.00× | ||
| Q1 25 | 11.02× | 1.20× | ||
| Q4 24 | 5.82× | 0.35× | ||
| Q3 24 | 4.42× | 0.80× | ||
| Q2 24 | 3.75× | -0.24× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
