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Datadog（DDOG）与FirstCash Holdings, Inc.（FCFS）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FirstCash Holdings, Inc.的2.0倍（$1.0B vs $501.3M），FirstCash Holdings, Inc.净利率更高（20.8% vs 5.2%，领先15.6%），Datadog同比增速更快（32.2% vs 21.2%），过去两年Datadog的营收复合增速更高（24.9% vs 16.9%）
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。
FirstCash Holdings, Inc.是总部位于美国得克萨斯州沃斯堡的典当企业，在美国及拉丁美洲多地运营线下典当零售门店，为纳斯达克证券交易所公开上市企业，在美洲典当服务领域拥有成熟的业务布局与完善的运营网络。
DDOG vs FCFS — 直观对比
营收规模更大
DDOG
是对方的2.0倍
$501.3M
营收增速更快
DDOG
高出11.0%
21.2%
净利率更高
FCFS
高出15.6%
5.2%
两年增速更快
DDOG
近两年复合增速
16.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $501.3M |
| 净利润 | $52.6M | $104.2M |
| 毛利率 | 79.2% | — |
| 营业利润率 | 21.5% | 28.5% |
| 净利率 | 5.2% | 20.8% |
| 营收同比 | 32.2% | 21.2% |
| 净利润同比 | 113.4% | 24.7% |
| 每股收益（稀释后） | $0.15 | $2.35 |
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DDOGFCFS
| Q1 26 | $1.0B | — | ||
| Q4 25 | $953.2M | $501.3M | ||
| Q3 25 | $885.7M | $411.0M | ||
| Q2 25 | $826.8M | $385.1M | ||
| Q1 25 | $761.6M | $371.1M | ||
| Q4 24 | $737.7M | $413.7M | ||
| Q3 24 | $690.0M | $363.1M | ||
| Q2 24 | $645.3M | $363.5M |
净利润DDOGFCFS
| Q1 26 | $52.6M | — | ||
| Q4 25 | $46.6M | $104.2M | ||
| Q3 25 | $33.9M | $82.8M | ||
| Q2 25 | $2.6M | $59.8M | ||
| Q1 25 | $24.6M | $83.6M | ||
| Q4 24 | $45.6M | $83.5M | ||
| Q3 24 | $51.7M | $64.8M | ||
| Q2 24 | $43.8M | $49.1M |
毛利率DDOGFCFS
| Q1 26 | 79.2% | — | ||
| 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% | — |
营业利润率DDOGFCFS
| Q1 26 | 21.5% | — | ||
| Q4 25 | 1.0% | 28.5% | ||
| Q3 25 | -0.7% | 27.4% | ||
| Q2 25 | -4.3% | 21.1% | ||
| Q1 25 | -1.6% | 30.0% | ||
| Q4 24 | 1.3% | 26.5% | ||
| Q3 24 | 2.9% | 23.5% | ||
| Q2 24 | 2.0% | 18.2% |
净利率DDOGFCFS
| Q1 26 | 5.2% | — | ||
| Q4 25 | 4.9% | 20.8% | ||
| Q3 25 | 3.8% | 20.1% | ||
| Q2 25 | 0.3% | 15.5% | ||
| Q1 25 | 3.2% | 22.5% | ||
| Q4 24 | 6.2% | 20.2% | ||
| Q3 24 | 7.5% | 17.9% | ||
| Q2 24 | 6.8% | 13.5% |
每股收益（稀释后）DDOGFCFS
| Q1 26 | $0.15 | — | ||
| Q4 25 | $0.13 | $2.35 | ||
| Q3 25 | $0.10 | $1.86 | ||
| Q2 25 | $0.01 | $1.34 | ||
| Q1 25 | $0.07 | $1.87 | ||
| Q4 24 | $0.14 | $1.86 | ||
| Q3 24 | $0.14 | $1.44 | ||
| Q2 24 | $0.12 | $1.08 |
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 | $426.4M | $125.2M |
| 总债务越低越好 | — | $2.2B |
| 股东权益账面价值 | $4.0B | $2.3B |
| 总资产 | $7.0B | $5.3B |
| 负债/权益比越低杠杆越低 | — | 0.98× |
8季度趋势，按日历期对齐
现金及短期投资DDOGFCFS
| Q1 26 | $426.4M | — | ||
| Q4 25 | $401.3M | $125.2M | ||
| Q3 25 | $540.6M | $130.2M | ||
| Q2 25 | $489.0M | $101.5M | ||
| Q1 25 | $1.1B | $146.0M | ||
| Q4 24 | $1.2B | $175.1M | ||
| Q3 24 | $337.4M | $106.3M | ||
| Q2 24 | $411.0M | $113.7M |
总债务DDOGFCFS
| Q1 26 | — | — | ||
| Q4 25 | — | $2.2B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | — | $1.7B | ||
| Q1 25 | — | $1.7B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | — | $1.7B | ||
| Q2 24 | — | $1.7B |
股东权益DDOGFCFS
| Q1 26 | $4.0B | — | ||
| Q4 25 | $3.7B | $2.3B | ||
| Q3 25 | $3.4B | $2.2B | ||
| Q2 25 | $3.2B | $2.1B | ||
| Q1 25 | $2.9B | $2.1B | ||
| Q4 24 | $2.7B | $2.1B | ||
| Q3 24 | $2.6B | $2.0B | ||
| Q2 24 | $2.4B | $2.0B |
总资产DDOGFCFS
| Q1 26 | $7.0B | — | ||
| Q4 25 | $6.6B | $5.3B | ||
| Q3 25 | $6.1B | $5.2B | ||
| Q2 25 | $5.8B | $4.5B | ||
| Q1 25 | $6.0B | $4.4B | ||
| Q4 24 | $5.8B | $4.5B | ||
| Q3 24 | $4.6B | $4.4B | ||
| Q2 24 | $4.4B | $4.3B |
负债/权益比DDOGFCFS
| Q1 26 | — | — | ||
| Q4 25 | — | 0.98× | ||
| Q3 25 | — | 1.01× | ||
| Q2 25 | — | 0.79× | ||
| Q1 25 | — | 0.83× | ||
| Q4 24 | — | 0.85× | ||
| Q3 24 | — | 0.87× | ||
| Q2 24 | — | 0.85× |
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 | $334.6M | $206.6M |
| 自由现金流经营现金流 - 资本支出 | $289.1M | — |
| 自由现金流率自由现金流/营收 | 28.7% | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 6.36× | 1.98× |
| 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DDOGFCFS
| Q1 26 | $334.6M | — | ||
| Q4 25 | $327.1M | $206.6M | ||
| Q3 25 | $251.5M | $135.8M | ||
| Q2 25 | $200.1M | $116.9M | ||
| Q1 25 | $271.5M | $126.6M | ||
| Q4 24 | $265.2M | $198.1M | ||
| Q3 24 | $228.7M | $113.1M | ||
| Q2 24 | $164.4M | $106.2M |
自由现金流DDOGFCFS
| Q1 26 | $289.1M | — | ||
| 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 | — |
自由现金流率DDOGFCFS
| Q1 26 | 28.7% | — | ||
| 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% | — |
资本支出强度DDOGFCFS
| Q1 26 | — | — | ||
| 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% | — |
现金转化率DDOGFCFS
| Q1 26 | 6.36× | — | ||
| Q4 25 | 7.02× | 1.98× | ||
| Q3 25 | 7.42× | 1.64× | ||
| Q2 25 | 75.58× | 1.95× | ||
| Q1 25 | 11.02× | 1.51× | ||
| Q4 24 | 5.82× | 2.37× | ||
| Q3 24 | 4.42× | 1.74× | ||
| Q2 24 | 3.75× | 2.16× |
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
暂无分部数据
FCFS
| US Pawn Segment | $292.2M | 58% |
| Retail POS Payment Solutions | $209.8M | 42% |
