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Datadog（DDOG）与礼蓝动物保健（ELAN）财务数据对比。点击上方公司名可切换其他公司
礼蓝动物保健的季度营收约是Datadog的1.2倍（$1.1B vs $953.2M），Datadog净利率更高（4.9% vs -24.1%，领先29.0%），Datadog同比增速更快（29.2% vs 12.2%），Datadog自由现金流更多（$318.2M vs $46.0M），过去两年Datadog的营收复合增速更高（24.9% vs -2.6%）
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。
礼蓝动物保健是一家美国动物保健制药企业，专注于生产宠物及家畜用药品与疫苗。该公司原为礼来公司旗下子公司，2019年完成分拆独立，目前是全球第三大动物保健企业。
DDOG vs ELAN — 直观对比
营收规模更大
ELAN
是对方的1.2倍
$953.2M
营收增速更快
DDOG
高出17.1%
12.2%
净利率更高
DDOG
高出29.0%
-24.1%
自由现金流更多
DDOG
多$272.2M
$46.0M
两年增速更快
DDOG
近两年复合增速
-2.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $953.2M | $1.1B |
| 净利润 | $46.6M | $-276.0M |
| 毛利率 | 80.4% | 51.5% |
| 营业利润率 | 1.0% | -22.6% |
| 净利率 | 4.9% | -24.1% |
| 营收同比 | 29.2% | 12.2% |
| 净利润同比 | 2.1% | -3350.0% |
| 每股收益（稀释后） | $0.13 | $-0.55 |
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DDOGELAN
| Q4 25 | $953.2M | $1.1B | ||
| Q3 25 | $885.7M | $1.1B | ||
| Q2 25 | $826.8M | $1.2B | ||
| Q1 25 | $761.6M | $1.2B | ||
| Q4 24 | $737.7M | $1.0B | ||
| Q3 24 | $690.0M | $1.0B | ||
| Q2 24 | $645.3M | $1.2B | ||
| Q1 24 | $611.3M | $1.2B |
净利润DDOGELAN
| Q4 25 | $46.6M | $-276.0M | ||
| Q3 25 | $33.9M | $-34.0M | ||
| Q2 25 | $2.6M | $11.0M | ||
| Q1 25 | $24.6M | $67.0M | ||
| Q4 24 | $45.6M | $-8.0M | ||
| Q3 24 | $51.7M | $364.0M | ||
| Q2 24 | $43.8M | $-50.0M | ||
| Q1 24 | $42.6M | $32.0M |
毛利率DDOGELAN
| Q4 25 | 80.4% | 51.5% | ||
| Q3 25 | 80.1% | 53.4% | ||
| Q2 25 | 79.9% | 57.5% | ||
| Q1 25 | 79.3% | 57.3% | ||
| Q4 24 | 80.5% | 50.9% | ||
| Q3 24 | 80.0% | 52.2% | ||
| Q2 24 | 80.9% | 58.2% | ||
| Q1 24 | 82.0% | 57.3% |
营业利润率DDOGELAN
| Q4 25 | 1.0% | -22.6% | ||
| Q3 25 | -0.7% | -4.4% | ||
| Q2 25 | -4.3% | 2.0% | ||
| Q1 25 | -1.6% | 5.0% | ||
| Q4 24 | 1.3% | -5.0% | ||
| Q3 24 | 2.9% | 54.3% | ||
| Q2 24 | 2.0% | -2.7% | ||
| Q1 24 | 2.0% | 1.0% |
净利率DDOGELAN
| Q4 25 | 4.9% | -24.1% | ||
| Q3 25 | 3.8% | -3.0% | ||
| Q2 25 | 0.3% | 0.9% | ||
| Q1 25 | 3.2% | 5.6% | ||
| Q4 24 | 6.2% | -0.8% | ||
| Q3 24 | 7.5% | 35.3% | ||
| Q2 24 | 6.8% | -4.2% | ||
| Q1 24 | 7.0% | 2.7% |
每股收益（稀释后）DDOGELAN
| Q4 25 | $0.13 | $-0.55 | ||
| Q3 25 | $0.10 | $-0.07 | ||
| Q2 25 | $0.01 | $0.02 | ||
| Q1 25 | $0.07 | $0.13 | ||
| Q4 24 | $0.14 | $-0.01 | ||
| Q3 24 | $0.14 | $0.73 | ||
| Q2 24 | $0.12 | $-0.10 | ||
| Q1 24 | $0.12 | $0.06 |
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 | $401.3M | $545.0M |
| 总债务越低越好 | — | $3.9B |
| 股东权益账面价值 | $3.7B | $6.5B |
| 总资产 | $6.6B | $13.4B |
| 负债/权益比越低杠杆越低 | — | 0.60× |
8季度趋势，按日历期对齐
现金及短期投资DDOGELAN
| Q4 25 | $401.3M | $545.0M | ||
| Q3 25 | $540.6M | $505.0M | ||
| Q2 25 | $489.0M | $539.0M | ||
| Q1 25 | $1.1B | $487.0M | ||
| Q4 24 | $1.2B | $468.0M | ||
| Q3 24 | $337.4M | $490.0M | ||
| Q2 24 | $411.0M | $416.0M | ||
| Q1 24 | $282.2M | $345.0M |
总债务DDOGELAN
| Q4 25 | — | $3.9B | ||
| Q3 25 | — | $4.0B | ||
| Q2 25 | — | $4.1B | ||
| Q1 25 | — | $4.4B | ||
| Q4 24 | — | $4.3B | ||
| Q3 24 | — | $4.4B | ||
| Q2 24 | — | $5.7B | ||
| Q1 24 | — | $5.8B |
股东权益DDOGELAN
| Q4 25 | $3.7B | $6.5B | ||
| Q3 25 | $3.4B | $6.7B | ||
| Q2 25 | $3.2B | $6.8B | ||
| Q1 25 | $2.9B | $6.4B | ||
| Q4 24 | $2.7B | $6.1B | ||
| Q3 24 | $2.6B | $6.5B | ||
| Q2 24 | $2.4B | $5.9B | ||
| Q1 24 | $2.2B | $6.1B |
总资产DDOGELAN
| Q4 25 | $6.6B | $13.4B | ||
| Q3 25 | $6.1B | $13.6B | ||
| Q2 25 | $5.8B | $13.7B | ||
| Q1 25 | $6.0B | $12.9B | ||
| Q4 24 | $5.8B | $12.6B | ||
| Q3 24 | $4.6B | $13.3B | ||
| Q2 24 | $4.4B | $13.8B | ||
| Q1 24 | $4.1B | $14.0B |
负债/权益比DDOGELAN
| Q4 25 | — | 0.60× | ||
| Q3 25 | — | 0.59× | ||
| Q2 25 | — | 0.61× | ||
| Q1 25 | — | 0.69× | ||
| Q4 24 | — | 0.70× | ||
| Q3 24 | — | 0.67× | ||
| Q2 24 | — | 0.96× | ||
| Q1 24 | — | 0.95× |
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 | $327.1M | $108.0M |
| 自由现金流经营现金流 - 资本支出 | $318.2M | $46.0M |
| 自由现金流率自由现金流/营收 | 33.4% | 4.0% |
| 资本支出强度资本支出/营收 | 0.9% | 5.4% |
| 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 | $1.0B | $284.0M |
8季度趋势，按日历期对齐
经营现金流DDOGELAN
| Q4 25 | $327.1M | $108.0M | ||
| Q3 25 | $251.5M | $219.0M | ||
| Q2 25 | $200.1M | $237.0M | ||
| Q1 25 | $271.5M | $-4.0M | ||
| Q4 24 | $265.2M | $177.0M | ||
| Q3 24 | $228.7M | $162.0M | ||
| Q2 24 | $164.4M | $200.0M | ||
| Q1 24 | $212.3M | $2.0M |
自由现金流DDOGELAN
| Q4 25 | $318.2M | $46.0M | ||
| Q3 25 | $234.7M | $127.0M | ||
| Q2 25 | $184.9M | $180.0M | ||
| Q1 25 | $262.8M | $-69.0M | ||
| Q4 24 | $257.5M | $130.0M | ||
| Q3 24 | $220.3M | $120.0M | ||
| Q2 24 | $160.0M | $166.0M | ||
| Q1 24 | $198.1M | $-22.0M |
自由现金流率DDOGELAN
| Q4 25 | 33.4% | 4.0% | ||
| Q3 25 | 26.5% | 11.2% | ||
| Q2 25 | 22.4% | 14.5% | ||
| Q1 25 | 34.5% | -5.8% | ||
| Q4 24 | 34.9% | 12.7% | ||
| Q3 24 | 31.9% | 11.7% | ||
| Q2 24 | 24.8% | 14.0% | ||
| Q1 24 | 32.4% | -1.8% |
资本支出强度DDOGELAN
| Q4 25 | 0.9% | 5.4% | ||
| Q3 25 | 1.9% | 8.1% | ||
| Q2 25 | 1.8% | 4.6% | ||
| Q1 25 | 1.1% | 5.4% | ||
| Q4 24 | 1.1% | 4.6% | ||
| Q3 24 | 1.2% | 4.1% | ||
| Q2 24 | 0.7% | 2.9% | ||
| Q1 24 | 2.3% | 2.0% |
现金转化率DDOGELAN
| Q4 25 | 7.02× | — | ||
| Q3 25 | 7.42× | — | ||
| Q2 25 | 75.58× | 21.55× | ||
| Q1 25 | 11.02× | -0.06× | ||
| Q4 24 | 5.82× | — | ||
| Q3 24 | 4.42× | 0.45× | ||
| Q2 24 | 3.75× | — | ||
| Q1 24 | 4.98× | 0.06× |
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
DDOG
| North America | $678.7M | 71% |
| International | $274.5M | 29% |
ELAN
| Pet Health | $489.0M | 43% |
| Cattle | $296.0M | 26% |
| Poultry | $237.0M | 21% |
| Swine | $107.0M | 9% |
| Contract Manufacturing | $15.0M | 1% |
