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CrowdStrike（CRWD）与Datadog（DDOG）财务数据对比。点击上方公司名可切换其他公司
CrowdStrike的季度营收约是Datadog的1.3倍（$1.2B vs $953.2M），Datadog净利率更高（4.9% vs -2.8%，领先7.6%），Datadog同比增速更快（29.2% vs 22.2%），Datadog自由现金流更多（$318.2M vs $314.1M），过去两年Datadog的营收复合增速更高（24.9% vs 20.8%）
CrowdStrike Holdings, Inc.是总部位于美国得克萨斯州奥斯汀的网络安全科技企业，核心业务涵盖终端安全防护、威胁情报提供与网络攻击响应服务，可为全球各行业客户有效应对各类网络安全风险，保障系统与数据安全。
Datadog是一家美国企业，为云级应用提供可观测性服务，旗下SaaS数据分析平台可实现对服务器、数据库、各类工具及服务的统一监控。公司成立并总部位于纽约，目前在纳斯达克证券交易所公开上市。
CRWD vs DDOG — 直观对比
营收规模更大
CRWD
是对方的1.3倍
$953.2M
营收增速更快
DDOG
高出7.0%
22.2%
净利率更高
DDOG
高出7.6%
-2.8%
自由现金流更多
DDOG
多$4.0M
$314.1M
两年增速更快
DDOG
近两年复合增速
20.8%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $953.2M |
| 净利润 | $-34.0M | $46.6M |
| 毛利率 | 75.1% | 80.4% |
| 营业利润率 | -5.6% | 1.0% |
| 净利率 | -2.8% | 4.9% |
| 营收同比 | 22.2% | 29.2% |
| 净利润同比 | -102.1% | 2.1% |
| 每股收益（稀释后） | $-0.14 | $0.13 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收CRWDDDOG
| Q4 25 | $1.2B | $953.2M | ||
| Q3 25 | $1.2B | $885.7M | ||
| Q2 25 | $1.1B | $826.8M | ||
| Q1 25 | $1.1B | $761.6M | ||
| Q4 24 | $1.0B | $737.7M | ||
| Q3 24 | $963.9M | $690.0M | ||
| Q2 24 | $921.0M | $645.3M | ||
| Q1 24 | $845.3M | $611.3M |
净利润CRWDDDOG
| Q4 25 | $-34.0M | $46.6M | ||
| Q3 25 | $-77.7M | $33.9M | ||
| Q2 25 | $-110.2M | $2.6M | ||
| Q1 25 | $-92.3M | $24.6M | ||
| Q4 24 | $-16.8M | $45.6M | ||
| Q3 24 | $47.0M | $51.7M | ||
| Q2 24 | $42.8M | $43.8M | ||
| Q1 24 | $53.7M | $42.6M |
毛利率CRWDDDOG
| Q4 25 | 75.1% | 80.4% | ||
| Q3 25 | 73.5% | 80.1% | ||
| Q2 25 | 73.8% | 79.9% | ||
| Q1 25 | 74.1% | 79.3% | ||
| Q4 24 | 74.7% | 80.5% | ||
| Q3 24 | 75.4% | 80.0% | ||
| Q2 24 | 75.6% | 80.9% | ||
| Q1 24 | 75.3% | 82.0% |
营业利润率CRWDDDOG
| Q4 25 | -5.6% | 1.0% | ||
| Q3 25 | -9.7% | -0.7% | ||
| Q2 25 | -11.3% | -4.3% | ||
| Q1 25 | -8.1% | -1.6% | ||
| Q4 24 | -5.5% | 1.3% | ||
| Q3 24 | 1.4% | 2.9% | ||
| Q2 24 | 0.8% | 2.0% | ||
| Q1 24 | 3.5% | 2.0% |
净利率CRWDDDOG
| Q4 25 | -2.8% | 4.9% | ||
| Q3 25 | -6.6% | 3.8% | ||
| Q2 25 | -10.0% | 0.3% | ||
| Q1 25 | -8.7% | 3.2% | ||
| Q4 24 | -1.7% | 6.2% | ||
| Q3 24 | 4.9% | 7.5% | ||
| Q2 24 | 4.6% | 6.8% | ||
| Q1 24 | 6.4% | 7.0% |
每股收益（稀释后）CRWDDDOG
| Q4 25 | $-0.14 | $0.13 | ||
| Q3 25 | $-0.31 | $0.10 | ||
| Q2 25 | $-0.44 | $0.01 | ||
| Q1 25 | $-0.37 | $0.07 | ||
| Q4 24 | $-0.07 | $0.14 | ||
| Q3 24 | $0.19 | $0.14 | ||
| Q2 24 | $0.17 | $0.12 | ||
| Q1 24 | $0.23 | $0.12 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $4.8B | $401.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $4.0B | $3.7B |
| 总资产 | $10.0B | $6.6B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资CRWDDDOG
| Q4 25 | $4.8B | $401.3M | ||
| Q3 25 | $5.0B | $540.6M | ||
| Q2 25 | $4.6B | $489.0M | ||
| Q1 25 | $4.3B | $1.1B | ||
| Q4 24 | $4.3B | $1.2B | ||
| Q3 24 | $4.0B | $337.4M | ||
| Q2 24 | $3.7B | $411.0M | ||
| Q1 24 | $3.5B | $282.2M |
股东权益CRWDDDOG
| Q4 25 | $4.0B | $3.7B | ||
| Q3 25 | $3.8B | $3.4B | ||
| Q2 25 | $3.5B | $3.2B | ||
| Q1 25 | $3.3B | $2.9B | ||
| Q4 24 | $3.1B | $2.7B | ||
| Q3 24 | $2.9B | $2.6B | ||
| Q2 24 | $2.5B | $2.4B | ||
| Q1 24 | $2.3B | $2.2B |
总资产CRWDDDOG
| Q4 25 | $10.0B | $6.6B | ||
| Q3 25 | $9.3B | $6.1B | ||
| Q2 25 | $8.7B | $5.8B | ||
| Q1 25 | $8.7B | $6.0B | ||
| Q4 24 | $7.8B | $5.8B | ||
| Q3 24 | $7.2B | $4.6B | ||
| Q2 24 | $6.8B | $4.4B | ||
| Q1 24 | $6.6B | $4.1B |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $397.5M | $327.1M |
| 自由现金流经营现金流 - 资本支出 | $314.1M | $318.2M |
| 自由现金流率自由现金流/营收 | 25.5% | 33.4% |
| 资本支出强度资本支出/营收 | 6.8% | 0.9% |
| 现金转化率经营现金流/净利润 | — | 7.02× |
| 过去12个月自由现金流最近4个季度 | $1.2B | $1.0B |
8季度趋势，按日历期对齐
经营现金流CRWDDDOG
| Q4 25 | $397.5M | $327.1M | ||
| Q3 25 | $332.8M | $251.5M | ||
| Q2 25 | $384.1M | $200.1M | ||
| Q1 25 | $345.7M | $271.5M | ||
| Q4 24 | $326.1M | $265.2M | ||
| Q3 24 | $326.6M | $228.7M | ||
| Q2 24 | $383.2M | $164.4M | ||
| Q1 24 | $347.0M | $212.3M |
自由现金流CRWDDDOG
| Q4 25 | $314.1M | $318.2M | ||
| Q3 25 | $302.3M | $234.7M | ||
| Q2 25 | $298.4M | $184.9M | ||
| Q1 25 | $258.5M | $262.8M | ||
| Q4 24 | $247.4M | $257.5M | ||
| Q3 24 | $287.4M | $220.3M | ||
| Q2 24 | $333.5M | $160.0M | ||
| Q1 24 | $294.4M | $198.1M |
自由现金流率CRWDDDOG
| Q4 25 | 25.5% | 33.4% | ||
| Q3 25 | 25.9% | 26.5% | ||
| Q2 25 | 27.0% | 22.4% | ||
| Q1 25 | 24.4% | 34.5% | ||
| Q4 24 | 24.5% | 34.9% | ||
| Q3 24 | 29.8% | 31.9% | ||
| Q2 24 | 36.2% | 24.8% | ||
| Q1 24 | 34.8% | 32.4% |
资本支出强度CRWDDDOG
| Q4 25 | 6.8% | 0.9% | ||
| Q3 25 | 2.6% | 1.9% | ||
| Q2 25 | 7.8% | 1.8% | ||
| Q1 25 | 8.2% | 1.1% | ||
| Q4 24 | 7.8% | 1.1% | ||
| Q3 24 | 4.1% | 1.2% | ||
| Q2 24 | 5.4% | 0.7% | ||
| Q1 24 | 6.2% | 2.3% |
现金转化率CRWDDDOG
| Q4 25 | — | 7.02× | ||
| Q3 25 | — | 7.42× | ||
| Q2 25 | — | 75.58× | ||
| Q1 25 | — | 11.02× | ||
| Q4 24 | — | 5.82× | ||
| Q3 24 | 6.95× | 4.42× | ||
| Q2 24 | 8.95× | 3.75× | ||
| Q1 24 | 6.46× | 4.98× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
CRWD
| Subscription And Circulation | $1.2B | 95% |
| Professional Services | $65.5M | 5% |
DDOG
| North America | $678.7M | 71% |
| International | $274.5M | 29% |
