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Datadog（DDOG）与劳瑞德教育集团（LAUR）财务数据对比。点击上方公司名可切换其他公司
Datadog的季度营收约是劳瑞德教育集团的1.8倍（$953.2M vs $541.4M），劳瑞德教育集团净利率更高（31.7% vs 4.9%，领先26.8%），Datadog同比增速更快（29.2% vs 27.9%），Datadog自由现金流更多（$318.2M vs $26.4M），过去两年劳瑞德教育集团的营收复合增速更高（40.2% vs 24.9%）
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。
劳瑞德教育集团是总部位于美国佛罗里达州迈阿密的教育运营企业，旗下拥有并运营劳瑞德国际大学体系，在墨西哥、秘鲁设有多个校区，目前于纳斯达克证券交易所公开上市。
DDOG vs LAUR — 直观对比
营收规模更大
DDOG
是对方的1.8倍
$541.4M
营收增速更快
DDOG
高出1.3%
27.9%
净利率更高
LAUR
高出26.8%
4.9%
自由现金流更多
DDOG
多$291.8M
$26.4M
两年增速更快
LAUR
近两年复合增速
24.9%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $953.2M | $541.4M |
| 净利润 | $46.6M | $171.6M |
| 毛利率 | 80.4% | 35.8% |
| 营业利润率 | 1.0% | 33.2% |
| 净利率 | 4.9% | 31.7% |
| 营收同比 | 29.2% | 27.9% |
| 净利润同比 | 2.1% | 83.2% |
| 每股收益（稀释后） | $0.13 | $1.14 |
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DDOGLAUR
| Q4 25 | $953.2M | $541.4M | ||
| Q3 25 | $885.7M | $400.2M | ||
| Q2 25 | $826.8M | $524.2M | ||
| Q1 25 | $761.6M | $236.2M | ||
| Q4 24 | $737.7M | $423.4M | ||
| Q3 24 | $690.0M | $368.6M | ||
| Q2 24 | $645.3M | $499.2M | ||
| Q1 24 | $611.3M | $275.4M |
净利润DDOGLAUR
| Q4 25 | $46.6M | $171.6M | ||
| Q3 25 | $33.9M | $34.5M | ||
| Q2 25 | $2.6M | $95.1M | ||
| Q1 25 | $24.6M | $-19.5M | ||
| Q4 24 | $45.6M | $93.6M | ||
| Q3 24 | $51.7M | $85.5M | ||
| Q2 24 | $43.8M | $128.1M | ||
| Q1 24 | $42.6M | $-10.8M |
毛利率DDOGLAUR
| Q4 25 | 80.4% | 35.8% | ||
| Q3 25 | 80.1% | 20.9% | ||
| Q2 25 | 79.9% | 39.5% | ||
| Q1 25 | 79.3% | -0.9% | ||
| Q4 24 | 80.5% | 32.0% | ||
| Q3 24 | 80.0% | 22.4% | ||
| Q2 24 | 80.9% | 36.1% | ||
| Q1 24 | 82.0% | 7.8% |
营业利润率DDOGLAUR
| Q4 25 | 1.0% | 33.2% | ||
| Q3 25 | -0.7% | 17.9% | ||
| Q2 25 | -4.3% | 36.9% | ||
| Q1 25 | -1.6% | -5.6% | ||
| Q4 24 | 1.3% | 29.3% | ||
| Q3 24 | 2.9% | 19.5% | ||
| Q2 24 | 2.0% | 33.4% | ||
| Q1 24 | 2.0% | 4.0% |
净利率DDOGLAUR
| Q4 25 | 4.9% | 31.7% | ||
| Q3 25 | 3.8% | 8.6% | ||
| Q2 25 | 0.3% | 18.1% | ||
| Q1 25 | 3.2% | -8.3% | ||
| Q4 24 | 6.2% | 22.1% | ||
| Q3 24 | 7.5% | 23.2% | ||
| Q2 24 | 6.8% | 25.7% | ||
| Q1 24 | 7.0% | -3.9% |
每股收益（稀释后）DDOGLAUR
| Q4 25 | $0.13 | $1.14 | ||
| Q3 25 | $0.10 | $0.23 | ||
| Q2 25 | $0.01 | $0.65 | ||
| Q1 25 | $0.07 | $-0.13 | ||
| Q4 24 | $0.14 | $0.60 | ||
| Q3 24 | $0.14 | $0.56 | ||
| Q2 24 | $0.12 | $0.83 | ||
| Q1 24 | $0.12 | $-0.07 |
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 | $146.7M |
| 总债务越低越好 | — | $73.1M |
| 股东权益账面价值 | $3.7B | $1.2B |
| 总资产 | $6.6B | $2.2B |
| 负债/权益比越低杠杆越低 | — | 0.06× |
8季度趋势，按日历期对齐
现金及短期投资DDOGLAUR
| Q4 25 | $401.3M | $146.7M | ||
| Q3 25 | $540.6M | $241.0M | ||
| Q2 25 | $489.0M | $135.3M | ||
| Q1 25 | $1.1B | $109.8M | ||
| Q4 24 | $1.2B | $91.3M | ||
| Q3 24 | $337.4M | $134.4M | ||
| Q2 24 | $411.0M | $128.8M | ||
| Q1 24 | $282.2M | $126.2M |
总债务DDOGLAUR
| Q4 25 | — | $73.1M | ||
| Q3 25 | — | $70.6M | ||
| Q2 25 | — | $78.1M | ||
| Q1 25 | — | $91.0M | ||
| Q4 24 | — | $59.0M | ||
| Q3 24 | — | $129.8M | ||
| Q2 24 | — | $203.0M | ||
| Q1 24 | — | $176.6M |
股东权益DDOGLAUR
| Q4 25 | $3.7B | $1.2B | ||
| Q3 25 | $3.4B | $1.1B | ||
| Q2 25 | $3.2B | $1.1B | ||
| Q1 25 | $2.9B | $908.5M | ||
| Q4 24 | $2.7B | $959.5M | ||
| Q3 24 | $2.6B | $897.7M | ||
| Q2 24 | $2.4B | $918.0M | ||
| Q1 24 | $2.2B | $933.6M |
总资产DDOGLAUR
| Q4 25 | $6.6B | $2.2B | ||
| Q3 25 | $6.1B | $2.1B | ||
| Q2 25 | $5.8B | $2.0B | ||
| Q1 25 | $6.0B | $1.9B | ||
| Q4 24 | $5.8B | $1.9B | ||
| Q3 24 | $4.6B | $1.9B | ||
| Q2 24 | $4.4B | $2.1B | ||
| Q1 24 | $4.1B | $2.2B |
负债/权益比DDOGLAUR
| Q4 25 | — | 0.06× | ||
| Q3 25 | — | 0.06× | ||
| Q2 25 | — | 0.07× | ||
| Q1 25 | — | 0.10× | ||
| Q4 24 | — | 0.06× | ||
| Q3 24 | — | 0.14× | ||
| Q2 24 | — | 0.22× | ||
| Q1 24 | — | 0.19× |
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 | $93.4M |
| 自由现金流经营现金流 - 资本支出 | $318.2M | $26.4M |
| 自由现金流率自由现金流/营收 | 33.4% | 4.9% |
| 资本支出强度资本支出/营收 | 0.9% | 12.4% |
| 现金转化率经营现金流/净利润 | 7.02× | 0.54× |
| 过去12个月自由现金流最近4个季度 | $1.0B | $263.1M |
8季度趋势，按日历期对齐
经营现金流DDOGLAUR
| Q4 25 | $327.1M | $93.4M | ||
| Q3 25 | $251.5M | $141.0M | ||
| Q2 25 | $200.1M | $74.1M | ||
| Q1 25 | $271.5M | $57.8M | ||
| Q4 24 | $265.2M | $40.7M | ||
| Q3 24 | $228.7M | $118.7M | ||
| Q2 24 | $164.4M | $40.2M | ||
| Q1 24 | $212.3M | $33.2M |
自由现金流DDOGLAUR
| Q4 25 | $318.2M | $26.4M | ||
| Q3 25 | $234.7M | $122.8M | ||
| Q2 25 | $184.9M | $60.8M | ||
| Q1 25 | $262.8M | $53.2M | ||
| Q4 24 | $257.5M | $3.4M | ||
| Q3 24 | $220.3M | $110.7M | ||
| Q2 24 | $160.0M | $29.5M | ||
| Q1 24 | $198.1M | $17.3M |
自由现金流率DDOGLAUR
| Q4 25 | 33.4% | 4.9% | ||
| Q3 25 | 26.5% | 30.7% | ||
| Q2 25 | 22.4% | 11.6% | ||
| Q1 25 | 34.5% | 22.5% | ||
| Q4 24 | 34.9% | 0.8% | ||
| Q3 24 | 31.9% | 30.0% | ||
| Q2 24 | 24.8% | 5.9% | ||
| Q1 24 | 32.4% | 6.3% |
资本支出强度DDOGLAUR
| Q4 25 | 0.9% | 12.4% | ||
| Q3 25 | 1.9% | 4.5% | ||
| Q2 25 | 1.8% | 2.5% | ||
| Q1 25 | 1.1% | 2.0% | ||
| Q4 24 | 1.1% | 8.8% | ||
| Q3 24 | 1.2% | 2.2% | ||
| Q2 24 | 0.7% | 2.1% | ||
| Q1 24 | 2.3% | 5.8% |
现金转化率DDOGLAUR
| Q4 25 | 7.02× | 0.54× | ||
| Q3 25 | 7.42× | 4.09× | ||
| Q2 25 | 75.58× | 0.78× | ||
| Q1 25 | 11.02× | — | ||
| Q4 24 | 5.82× | 0.43× | ||
| Q3 24 | 4.42× | 1.39× | ||
| Q2 24 | 3.75× | 0.31× | ||
| Q1 24 | 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
DDOG
| North America | $678.7M | 71% |
| International | $274.5M | 29% |
LAUR
| Mexico Segment | $275.9M | 51% |
| Peru Segment | $265.5M | 49% |
