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Datadog（DDOG）与Essex Property Trust（ESS）财务数据对比。点击上方公司名可切换其他公司
Datadog的季度营收约是Essex Property Trust的2.0倍（$953.2M vs $479.6M），Essex Property Trust净利率更高（17.9% vs 4.9%，领先13.0%），Datadog同比增速更快（29.2% vs 5.5%），过去两年Datadog的营收复合增速更高（24.9% vs 6.0%）
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。
Essex Property Trust是一家公开上市的房地产投资信托企业，重点布局美国西海岸优质不动产市场，核心投资标的为加利福尼亚州及西雅图大都会区的公寓类物业，在长租公寓的投资、运营及管理领域拥有深厚的行业积累与资源优势。
DDOG vs ESS — 直观对比
营收规模更大
DDOG
是对方的2.0倍
$479.6M
营收增速更快
DDOG
高出23.7%
5.5%
净利率更高
ESS
高出13.0%
4.9%
两年增速更快
DDOG
近两年复合增速
6.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $953.2M | $479.6M |
| 净利润 | $46.6M | $85.7M |
| 毛利率 | 80.4% | 70.0% |
| 营业利润率 | 1.0% | 31.7% |
| 净利率 | 4.9% | 17.9% |
| 营收同比 | 29.2% | 5.5% |
| 净利润同比 | 2.1% | -71.6% |
| 每股收益（稀释后） | $0.13 | $1.24 |
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DDOGESS
| Q4 25 | $953.2M | $479.6M | ||
| Q3 25 | $885.7M | $473.3M | ||
| Q2 25 | $826.8M | $469.8M | ||
| Q1 25 | $761.6M | $464.6M | ||
| Q4 24 | $737.7M | $454.5M | ||
| Q3 24 | $690.0M | $450.7M | ||
| Q2 24 | $645.3M | $442.4M | ||
| Q1 24 | $611.3M | $426.9M |
净利润DDOGESS
| Q4 25 | $46.6M | $85.7M | ||
| Q3 25 | $33.9M | $172.7M | ||
| Q2 25 | $2.6M | $231.5M | ||
| Q1 25 | $24.6M | $212.8M | ||
| Q4 24 | $45.6M | $301.7M | ||
| Q3 24 | $51.7M | $125.5M | ||
| Q2 24 | $43.8M | $99.0M | ||
| Q1 24 | $42.6M | $285.1M |
毛利率DDOGESS
| Q4 25 | 80.4% | 70.0% | ||
| Q3 25 | 80.1% | 69.2% | ||
| Q2 25 | 79.9% | 70.7% | ||
| Q1 25 | 79.3% | 69.6% | ||
| Q4 24 | 80.5% | 70.0% | ||
| Q3 24 | 80.0% | 69.5% | ||
| Q2 24 | 80.9% | 70.8% | ||
| Q1 24 | 82.0% | 69.7% |
营业利润率DDOGESS
| Q4 25 | 1.0% | 31.7% | ||
| Q3 25 | -0.7% | 44.5% | ||
| Q2 25 | -4.3% | 59.5% | ||
| Q1 25 | -1.6% | 55.3% | ||
| Q4 24 | 1.3% | 67.0% | ||
| Q3 24 | 2.9% | 28.6% | ||
| Q2 24 | 2.0% | 31.1% | ||
| Q1 24 | 2.0% | 31.0% |
净利率DDOGESS
| Q4 25 | 4.9% | 17.9% | ||
| Q3 25 | 3.8% | 36.5% | ||
| Q2 25 | 0.3% | 49.3% | ||
| Q1 25 | 3.2% | 45.8% | ||
| Q4 24 | 6.2% | 66.4% | ||
| Q3 24 | 7.5% | 27.8% | ||
| Q2 24 | 6.8% | 22.4% | ||
| Q1 24 | 7.0% | 66.8% |
每股收益（稀释后）DDOGESS
| Q4 25 | $0.13 | $1.24 | ||
| Q3 25 | $0.10 | $2.56 | ||
| Q2 25 | $0.01 | $3.44 | ||
| Q1 25 | $0.07 | $3.16 | ||
| Q4 24 | $0.14 | $4.00 | ||
| Q3 24 | $0.14 | $1.84 | ||
| Q2 24 | $0.12 | $1.45 | ||
| Q1 24 | $0.12 | $4.25 |
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 | $76.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.7B | $5.5B |
| 总资产 | $6.6B | $13.2B |
| 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DDOGESS
| Q4 25 | $401.3M | $76.2M | ||
| Q3 25 | $540.6M | $66.0M | ||
| Q2 25 | $489.0M | $58.7M | ||
| Q1 25 | $1.1B | $98.7M | ||
| Q4 24 | $1.2B | $66.8M | ||
| Q3 24 | $337.4M | $71.3M | ||
| Q2 24 | $411.0M | $55.2M | ||
| Q1 24 | $282.2M | $499.0M |
总债务DDOGESS
| Q4 25 | — | — | ||
| Q3 25 | — | $6.4B | ||
| Q2 25 | — | $6.4B | ||
| Q1 25 | — | $6.8B | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $6.4B | ||
| Q2 24 | — | $6.2B | ||
| Q1 24 | — | $6.6B |
股东权益DDOGESS
| Q4 25 | $3.7B | $5.5B | ||
| Q3 25 | $3.4B | $5.6B | ||
| Q2 25 | $3.2B | $5.6B | ||
| Q1 25 | $2.9B | $5.6B | ||
| Q4 24 | $2.7B | $5.5B | ||
| Q3 24 | $2.6B | $5.4B | ||
| Q2 24 | $2.4B | $5.5B | ||
| Q1 24 | $2.2B | $5.5B |
总资产DDOGESS
| Q4 25 | $6.6B | $13.2B | ||
| Q3 25 | $6.1B | $13.2B | ||
| Q2 25 | $5.8B | $13.2B | ||
| Q1 25 | $6.0B | $13.2B | ||
| Q4 24 | $5.8B | $12.9B | ||
| Q3 24 | $4.6B | $12.6B | ||
| Q2 24 | $4.4B | $12.5B | ||
| Q1 24 | $4.1B | $12.9B |
负债/权益比DDOGESS
| Q4 25 | — | — | ||
| Q3 25 | — | 1.15× | ||
| Q2 25 | — | 1.14× | ||
| Q1 25 | — | 1.22× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.18× | ||
| Q2 24 | — | 1.13× | ||
| Q1 24 | — | 1.19× |
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 | $1.1B |
| 自由现金流经营现金流 - 资本支出 | $318.2M | — |
| 自由现金流率自由现金流/营收 | 33.4% | — |
| 资本支出强度资本支出/营收 | 0.9% | — |
| 现金转化率经营现金流/净利润 | 7.02× | 12.53× |
| 过去12个月自由现金流最近4个季度 | $1.0B | — |
8季度趋势，按日历期对齐
经营现金流DDOGESS
| Q4 25 | $327.1M | $1.1B | ||
| Q3 25 | $251.5M | $342.6M | ||
| Q2 25 | $200.1M | $216.1M | ||
| Q1 25 | $271.5M | $281.5M | ||
| Q4 24 | $265.2M | $1.1B | ||
| Q3 24 | $228.7M | $316.2M | ||
| Q2 24 | $164.4M | $218.9M | ||
| Q1 24 | $212.3M | $314.9M |
自由现金流DDOGESS
| Q4 25 | $318.2M | — | ||
| Q3 25 | $234.7M | — | ||
| Q2 25 | $184.9M | — | ||
| Q1 25 | $262.8M | — | ||
| Q4 24 | $257.5M | — | ||
| Q3 24 | $220.3M | — | ||
| Q2 24 | $160.0M | — | ||
| Q1 24 | $198.1M | — |
自由现金流率DDOGESS
| Q4 25 | 33.4% | — | ||
| Q3 25 | 26.5% | — | ||
| Q2 25 | 22.4% | — | ||
| Q1 25 | 34.5% | — | ||
| Q4 24 | 34.9% | — | ||
| Q3 24 | 31.9% | — | ||
| Q2 24 | 24.8% | — | ||
| Q1 24 | 32.4% | — |
资本支出强度DDOGESS
| Q4 25 | 0.9% | — | ||
| Q3 25 | 1.9% | — | ||
| Q2 25 | 1.8% | — | ||
| Q1 25 | 1.1% | — | ||
| Q4 24 | 1.1% | — | ||
| Q3 24 | 1.2% | — | ||
| Q2 24 | 0.7% | — | ||
| Q1 24 | 2.3% | — |
现金转化率DDOGESS
| Q4 25 | 7.02× | 12.53× | ||
| Q3 25 | 7.42× | 1.98× | ||
| Q2 25 | 75.58× | 0.93× | ||
| Q1 25 | 11.02× | 1.32× | ||
| Q4 24 | 5.82× | 3.54× | ||
| Q3 24 | 4.42× | 2.52× | ||
| Q2 24 | 3.75× | 2.21× | ||
| Q1 24 | 4.98× | 1.10× |
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% |
ESS
暂无分部数据
