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Datadog（DDOG）与Iron Mountain（IRM）财务数据对比。点击上方公司名可切换其他公司
Iron Mountain的季度营收约是Datadog的1.9倍（$1.8B vs $953.2M），Iron Mountain净利率更高（5.1% vs 4.9%，领先0.2%），Datadog同比增速更快（29.2% vs 16.6%），Datadog自由现金流更多（$318.2M vs $-16.2M），过去两年Datadog的营收复合增速更高（24.9% vs 11.7%）
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。
Iron Mountain是1951年成立的美国企业信息管理服务提供商，总部位于新罕布什尔州朴茨茅斯。核心业务涵盖档案管理、信息销毁、数据备份与恢复，服务覆盖全球六大洲58个国家，为超过22万客户提供专业解决方案。
DDOG vs IRM — 直观对比
营收规模更大
IRM
是对方的1.9倍
$953.2M
营收增速更快
DDOG
高出12.6%
16.6%
净利率更高
IRM
高出0.2%
4.9%
自由现金流更多
DDOG
多$334.4M
$-16.2M
两年增速更快
DDOG
近两年复合增速
11.7%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $953.2M | $1.8B |
| 净利润 | $46.6M | $93.1M |
| 毛利率 | 80.4% | — |
| 营业利润率 | 1.0% | 18.5% |
| 净利率 | 4.9% | 5.1% |
| 营收同比 | 29.2% | 16.6% |
| 净利润同比 | 2.1% | -11.9% |
| 每股收益（稀释后） | $0.13 | $0.31 |
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DDOGIRM
| Q4 25 | $953.2M | $1.8B | ||
| Q3 25 | $885.7M | $1.8B | ||
| Q2 25 | $826.8M | $1.7B | ||
| Q1 25 | $761.6M | $1.6B | ||
| Q4 24 | $737.7M | $1.6B | ||
| Q3 24 | $690.0M | $1.6B | ||
| Q2 24 | $645.3M | $1.5B | ||
| Q1 24 | $611.3M | $1.5B |
净利润DDOGIRM
| Q4 25 | $46.6M | $93.1M | ||
| Q3 25 | $33.9M | $86.2M | ||
| Q2 25 | $2.6M | $-43.3M | ||
| Q1 25 | $24.6M | $16.2M | ||
| Q4 24 | $45.6M | $105.7M | ||
| Q3 24 | $51.7M | $-33.7M | ||
| Q2 24 | $43.8M | $34.6M | ||
| Q1 24 | $42.6M | $77.0M |
毛利率DDOGIRM
| 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% | — |
营业利润率DDOGIRM
| Q4 25 | 1.0% | 18.5% | ||
| Q3 25 | -0.7% | 17.6% | ||
| Q2 25 | -4.3% | 15.2% | ||
| Q1 25 | -1.6% | 16.0% | ||
| Q4 24 | 1.3% | 17.9% | ||
| Q3 24 | 2.9% | 16.1% | ||
| Q2 24 | 2.0% | 15.0% | ||
| Q1 24 | 2.0% | 16.6% |
净利率DDOGIRM
| Q4 25 | 4.9% | 5.1% | ||
| Q3 25 | 3.8% | 4.9% | ||
| Q2 25 | 0.3% | -2.5% | ||
| Q1 25 | 3.2% | 1.0% | ||
| Q4 24 | 6.2% | 6.7% | ||
| Q3 24 | 7.5% | -2.2% | ||
| Q2 24 | 6.8% | 2.3% | ||
| Q1 24 | 7.0% | 5.2% |
每股收益（稀释后）DDOGIRM
| Q4 25 | $0.13 | $0.31 | ||
| Q3 25 | $0.10 | $0.28 | ||
| Q2 25 | $0.01 | $-0.15 | ||
| Q1 25 | $0.07 | $0.05 | ||
| Q4 24 | $0.14 | $0.35 | ||
| Q3 24 | $0.14 | $-0.11 | ||
| Q2 24 | $0.12 | $0.12 | ||
| Q1 24 | $0.12 | $0.25 |
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 | $158.5M |
| 总债务越低越好 | — | $16.2B |
| 股东权益账面价值 | $3.7B | $-981.0M |
| 总资产 | $6.6B | $21.1B |
| 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DDOGIRM
| Q4 25 | $401.3M | $158.5M | ||
| Q3 25 | $540.6M | — | ||
| Q2 25 | $489.0M | — | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | $1.2B | $155.7M | ||
| Q3 24 | $337.4M | — | ||
| Q2 24 | $411.0M | — | ||
| Q1 24 | $282.2M | — |
总债务DDOGIRM
| Q4 25 | — | $16.2B | ||
| Q3 25 | — | $15.5B | ||
| Q2 25 | — | $14.8B | ||
| Q1 25 | — | $14.2B | ||
| Q4 24 | — | $13.0B | ||
| Q3 24 | — | $13.2B | ||
| Q2 24 | — | $12.8B | ||
| Q1 24 | — | $12.6B |
股东权益DDOGIRM
| Q4 25 | $3.7B | $-981.0M | ||
| Q3 25 | $3.4B | $-882.0M | ||
| Q2 25 | $3.2B | $-767.4M | ||
| Q1 25 | $2.9B | $-698.5M | ||
| Q4 24 | $2.7B | $-503.1M | ||
| Q3 24 | $2.6B | $-259.0M | ||
| Q2 24 | $2.4B | $-132.9M | ||
| Q1 24 | $2.2B | $18.5M |
总资产DDOGIRM
| Q4 25 | $6.6B | $21.1B | ||
| Q3 25 | $6.1B | $20.6B | ||
| Q2 25 | $5.8B | $20.2B | ||
| Q1 25 | $6.0B | $19.4B | ||
| Q4 24 | $5.8B | $18.7B | ||
| Q3 24 | $4.6B | $18.5B | ||
| Q2 24 | $4.4B | $18.0B | ||
| Q1 24 | $4.1B | $17.8B |
负债/权益比DDOGIRM
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 679.18× |
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 | $500.0M |
| 自由现金流经营现金流 - 资本支出 | $318.2M | $-16.2M |
| 自由现金流率自由现金流/营收 | 33.4% | -0.9% |
| 资本支出强度资本支出/营收 | 0.9% | 28.0% |
| 现金转化率经营现金流/净利润 | 7.02× | 5.37× |
| 过去12个月自由现金流最近4个季度 | $1.0B | $-931.6M |
8季度趋势，按日历期对齐
经营现金流DDOGIRM
| Q4 25 | $327.1M | $500.0M | ||
| Q3 25 | $251.5M | $267.6M | ||
| Q2 25 | $200.1M | $375.1M | ||
| Q1 25 | $271.5M | $197.3M | ||
| Q4 24 | $265.2M | $431.6M | ||
| Q3 24 | $228.7M | $252.9M | ||
| Q2 24 | $164.4M | $382.2M | ||
| Q1 24 | $212.3M | $130.0M |
自由现金流DDOGIRM
| Q4 25 | $318.2M | $-16.2M | ||
| Q3 25 | $234.7M | $-256.3M | ||
| Q2 25 | $184.9M | $-181.6M | ||
| Q1 25 | $262.8M | $-477.5M | ||
| Q4 24 | $257.5M | $-186.0M | ||
| Q3 24 | $220.3M | $-143.2M | ||
| Q2 24 | $160.0M | $-14.6M | ||
| Q1 24 | $198.1M | $-251.1M |
自由现金流率DDOGIRM
| Q4 25 | 33.4% | -0.9% | ||
| Q3 25 | 26.5% | -14.6% | ||
| Q2 25 | 22.4% | -10.6% | ||
| Q1 25 | 34.5% | -30.0% | ||
| Q4 24 | 34.9% | -11.8% | ||
| Q3 24 | 31.9% | -9.2% | ||
| Q2 24 | 24.8% | -1.0% | ||
| Q1 24 | 32.4% | -17.0% |
资本支出强度DDOGIRM
| Q4 25 | 0.9% | 28.0% | ||
| Q3 25 | 1.9% | 29.9% | ||
| Q2 25 | 1.8% | 32.5% | ||
| Q1 25 | 1.1% | 42.4% | ||
| Q4 24 | 1.1% | 39.1% | ||
| Q3 24 | 1.2% | 25.4% | ||
| Q2 24 | 0.7% | 25.9% | ||
| Q1 24 | 2.3% | 25.8% |
现金转化率DDOGIRM
| Q4 25 | 7.02× | 5.37× | ||
| Q3 25 | 7.42× | 3.10× | ||
| Q2 25 | 75.58× | — | ||
| Q1 25 | 11.02× | 12.15× | ||
| Q4 24 | 5.82× | 4.08× | ||
| Q3 24 | 4.42× | — | ||
| Q2 24 | 3.75× | 11.04× | ||
| Q1 24 | 4.98× | 1.69× |
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% |
IRM
| Storage Rental | $1.1B | 58% |
| Services | $781.9M | 42% |
