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データドッグ（DDOG）とEncompass Health Corp（EHC）の財務データ比較。上の社名をクリックして会社を切り替えられます
Encompass Health Corpの直近四半期売上が大きい（$1.5B vs $953.2M、データドッグの約1.6倍）。Encompass Health Corpの純利益率が高く（9.5% vs 4.9%、差は4.6%）。データドッグの前年同期比売上増加率が高い（29.2% vs 9.9%）。データドッグの直近四半期フリーキャッシュフローが多い（$318.2M vs $116.7M）。過去8四半期でデータドッグの売上複合成長率が高い（24.9% vs 8.3%）
データドッグ社は米国発の企業で、クラウド規模のアプリケーション向けにオブザーバビリティサービスを提供しています。SaaS型データ分析プラットフォームを通じてサーバー、データベース、各種ツール・サービスの監視を行い、本社をニューヨークに置きナスダックに上場しています。
エンコンパスヘルスコーポレーション（旧Amcare、HealthSouth）は米国アラバマ州バーミンガムに本社を置く米国最大の入院リハビリサービス事業者で、39州とプエルトリコに173の入院リハビリ病院を展開し、脳卒中や神経疾患、心肺疾患、脳損傷から回復中の患者に専門的な治療とケアを提供している。
DDOG vs EHC — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $953.2M | $1.5B |
| 純利益 | $46.6M | $146.1M |
| 粗利率 | 80.4% | — |
| 営業利益率 | 1.0% | 16.7% |
| 純利益率 | 4.9% | 9.5% |
| 売上前年比 | 29.2% | 9.9% |
| 純利益前年比 | 2.1% | 20.8% |
| EPS（希薄化後） | $0.13 | $1.43 |
緑 = その指標でリード。会計年度がずれている場合は期間が異なる場合あり
8四半期 売上・利益トレンド
並べて比較する四半期履歴。決算期がずれていても暦四半期で整列
| Q4 25 | $953.2M | $1.5B | ||
| Q3 25 | $885.7M | $1.5B | ||
| Q2 25 | $826.8M | $1.5B | ||
| Q1 25 | $761.6M | $1.5B | ||
| Q4 24 | $737.7M | $1.4B | ||
| Q3 24 | $690.0M | $1.4B | ||
| Q2 24 | $645.3M | $1.3B | ||
| Q1 24 | $611.3M | $1.3B |
| Q4 25 | $46.6M | $146.1M | ||
| Q3 25 | $33.9M | $126.5M | ||
| Q2 25 | $2.6M | $142.1M | ||
| Q1 25 | $24.6M | $151.5M | ||
| Q4 24 | $45.6M | $120.9M | ||
| Q3 24 | $51.7M | $108.2M | ||
| Q2 24 | $43.8M | $114.1M | ||
| Q1 24 | $42.6M | $112.5M |
| 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 24 | 82.0% | — |
| Q4 25 | 1.0% | 16.7% | ||
| Q3 25 | -0.7% | 14.9% | ||
| Q2 25 | -4.3% | 16.2% | ||
| Q1 25 | -1.6% | 16.4% | ||
| Q4 24 | 1.3% | 14.3% | ||
| Q3 24 | 2.9% | 13.6% | ||
| Q2 24 | 2.0% | 14.3% | ||
| Q1 24 | 2.0% | 13.6% |
| Q4 25 | 4.9% | 9.5% | ||
| Q3 25 | 3.8% | 8.6% | ||
| Q2 25 | 0.3% | 9.7% | ||
| Q1 25 | 3.2% | 10.4% | ||
| Q4 24 | 6.2% | 8.6% | ||
| Q3 24 | 7.5% | 8.0% | ||
| Q2 24 | 6.8% | 8.8% | ||
| Q1 24 | 7.0% | 8.5% |
| Q4 25 | $0.13 | $1.43 | ||
| Q3 25 | $0.10 | $1.24 | ||
| Q2 25 | $0.01 | $1.39 | ||
| Q1 25 | $0.07 | $1.48 | ||
| Q4 24 | $0.14 | $1.18 | ||
| Q3 24 | $0.14 | $1.06 | ||
| Q2 24 | $0.12 | $1.12 | ||
| Q1 24 | $0.12 | $1.10 |
貸借対照表と財務力
直近四半期の流動性・レバレッジ・純資産のスナップショット
| 指標 | | |
|---|---|---|
| 現金・短期投資手元流動性 | $401.3M | $72.2M |
| 総負債低いほど良い | — | $2.4B |
| 株主資本純資産 | $3.7B | $2.4B |
| 総資産 | $6.6B | $7.1B |
| 負債/資本比率低いほどレバレッジが低い | — | 1.00× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $401.3M | $72.2M | ||
| Q3 25 | $540.6M | $48.7M | ||
| Q2 25 | $489.0M | $99.1M | ||
| Q1 25 | $1.1B | $95.8M | ||
| Q4 24 | $1.2B | $85.4M | ||
| Q3 24 | $337.4M | $147.8M | ||
| Q2 24 | $411.0M | $154.4M | ||
| Q1 24 | $282.2M | $134.4M |
| Q4 25 | — | $2.4B | ||
| Q3 25 | — | $2.4B | ||
| Q2 25 | — | $2.3B | ||
| Q1 25 | — | $2.3B | ||
| Q4 24 | — | $2.4B | ||
| Q3 24 | — | $2.3B | ||
| Q2 24 | — | $2.7B | ||
| Q1 24 | — | $2.7B |
| Q4 25 | $3.7B | $2.4B | ||
| Q3 25 | $3.4B | $2.4B | ||
| Q2 25 | $3.2B | $2.3B | ||
| Q1 25 | $2.9B | $2.2B | ||
| Q4 24 | $2.7B | $2.1B | ||
| Q3 24 | $2.6B | $2.0B | ||
| Q2 24 | $2.4B | $1.8B | ||
| Q1 24 | $2.2B | $1.7B |
| Q4 25 | $6.6B | $7.1B | ||
| Q3 25 | $6.1B | $6.9B | ||
| Q2 25 | $5.8B | $6.8B | ||
| Q1 25 | $6.0B | $6.6B | ||
| Q4 24 | $5.8B | $6.5B | ||
| Q3 24 | $4.6B | $6.5B | ||
| Q2 24 | $4.4B | $6.4B | ||
| Q1 24 | $4.1B | $6.2B |
| Q4 25 | — | 1.00× | ||
| Q3 25 | — | 1.01× | ||
| Q2 25 | — | 1.02× | ||
| Q1 25 | — | 1.08× | ||
| Q4 24 | — | 1.14× | ||
| Q3 24 | — | 1.20× | ||
| Q2 24 | — | 1.46× | ||
| Q1 24 | — | 1.54× |
キャッシュフローと資本効率
再投資後に実際に生み出すキャッシュ。純利益より操作が難しい
| 指標 | | |
|---|---|---|
| 営業キャッシュフロー直近四半期 | $327.1M | $346.0M |
| フリーキャッシュフロー営業CF - 設備投資 | $318.2M | $116.7M |
| FCFマージンFCF / 売上 | 33.4% | 7.6% |
| 設備投資強度設備投資 / 売上 | 0.9% | 14.8% |
| キャッシュ転換率営業CF / 純利益 | 7.02× | 2.37× |
| 直近12ヶ月FCF直近4四半期 | $1.0B | $439.2M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $327.1M | $346.0M | ||
| Q3 25 | $251.5M | $270.8M | ||
| Q2 25 | $200.1M | $270.2M | ||
| Q1 25 | $271.5M | $288.6M | ||
| Q4 24 | $265.2M | $278.8M | ||
| Q3 24 | $228.7M | $267.8M | ||
| Q2 24 | $164.4M | $217.4M | ||
| Q1 24 | $212.3M | $238.8M |
| Q4 25 | $318.2M | $116.7M | ||
| Q3 25 | $234.7M | $83.7M | ||
| Q2 25 | $184.9M | $113.3M | ||
| Q1 25 | $262.8M | $125.5M | ||
| Q4 24 | $257.5M | $80.1M | ||
| Q3 24 | $220.3M | $120.3M | ||
| Q2 24 | $160.0M | $60.5M | ||
| Q1 24 | $198.1M | $99.4M |
| Q4 25 | 33.4% | 7.6% | ||
| Q3 25 | 26.5% | 5.7% | ||
| Q2 25 | 22.4% | 7.8% | ||
| Q1 25 | 34.5% | 8.6% | ||
| Q4 24 | 34.9% | 5.7% | ||
| Q3 24 | 31.9% | 8.9% | ||
| Q2 24 | 24.8% | 4.6% | ||
| Q1 24 | 32.4% | 7.6% |
| Q4 25 | 0.9% | 14.8% | ||
| Q3 25 | 1.9% | 12.7% | ||
| Q2 25 | 1.8% | 10.8% | ||
| Q1 25 | 1.1% | 11.2% | ||
| Q4 24 | 1.1% | 14.1% | ||
| Q3 24 | 1.2% | 10.9% | ||
| Q2 24 | 0.7% | 12.1% | ||
| Q1 24 | 2.3% | 10.6% |
| Q4 25 | 7.02× | 2.37× | ||
| Q3 25 | 7.42× | 2.14× | ||
| Q2 25 | 75.58× | 1.90× | ||
| Q1 25 | 11.02× | 1.90× | ||
| Q4 24 | 5.82× | 2.31× | ||
| Q3 24 | 4.42× | 2.48× | ||
| Q2 24 | 3.75× | 1.91× | ||
| Q1 24 | 4.98× | 2.12× |
財務フロー比較
売上 → 粗利 → 営業利益 → 純利益のサンキー図
セグメント別売上内訳
DDOG
| North America | $678.7M | 71% |
| International | $274.5M | 29% |
EHC
| Medicare | $1.0B | 66% |
| Medicare Advantage | $243.1M | 16% |
| Managed Care | $160.7M | 10% |
| Medicaid | $47.0M | 3% |
| Other Income Source | $44.8M | 3% |
| Other Thirdparty Payors | $11.2M | 1% |
| Workers Compensation | $7.6M | 0% |
| Patients | $4.6M | 0% |
