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Datadog（DDOG）与Regions Financial Corporation（RF）财务数据对比。点击上方公司名可切换其他公司
Regions Financial Corporation的季度营收约是Datadog的1.3倍（$1.3B vs $953.2M），Regions Financial Corporation净利率更高（41.7% vs 4.9%，领先36.8%），Datadog同比增速更快（29.2% vs 4.1%），过去两年Datadog的营收复合增速更高（24.9% vs 4.0%）
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。
Regions Financial Corporation是美国银行控股企业，总部位于阿拉巴马州伯明翰市。公司提供零售及商业银行、信托、股票经纪、抵押贷款等服务，旗下银行业务子公司Regions Bank在美国南部和中西部15个州运营约1300家营业网点和2000台自动柜员机，服务大量当地个人及企业客户。
DDOG vs RF — 直观对比
营收规模更大
RF
是对方的1.3倍
$953.2M
营收增速更快
DDOG
高出25.1%
4.1%
净利率更高
RF
高出36.8%
4.9%
两年增速更快
DDOG
近两年复合增速
4.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $953.2M | $1.3B |
| 净利润 | $46.6M | $534.0M |
| 毛利率 | 80.4% | — |
| 营业利润率 | 1.0% | 55.3% |
| 净利率 | 4.9% | 41.7% |
| 营收同比 | 29.2% | 4.1% |
| 净利润同比 | 2.1% | 0.0% |
| 每股收益（稀释后） | $0.13 | $0.59 |
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DDOGRF
| Q4 25 | $953.2M | $1.3B | ||
| Q3 25 | $885.7M | $1.3B | ||
| Q2 25 | $826.8M | $1.3B | ||
| Q1 25 | $761.6M | $1.2B | ||
| Q4 24 | $737.7M | $1.2B | ||
| Q3 24 | $690.0M | $1.2B | ||
| Q2 24 | $645.3M | $1.2B | ||
| Q1 24 | $611.3M | $1.2B |
净利润DDOGRF
| Q4 25 | $46.6M | $534.0M | ||
| Q3 25 | $33.9M | $569.0M | ||
| Q2 25 | $2.6M | $563.0M | ||
| Q1 25 | $24.6M | $490.0M | ||
| Q4 24 | $45.6M | $534.0M | ||
| Q3 24 | $51.7M | $490.0M | ||
| Q2 24 | $43.8M | $501.0M | ||
| Q1 24 | $42.6M | $368.0M |
毛利率DDOGRF
| 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DDOGRF
| Q4 25 | 1.0% | 55.3% | ||
| Q3 25 | -0.7% | 56.3% | ||
| Q2 25 | -4.3% | 56.1% | ||
| Q1 25 | -1.6% | 52.0% | ||
| Q4 24 | 1.3% | 53.4% | ||
| Q3 24 | 2.9% | 49.9% | ||
| Q2 24 | 2.0% | 52.7% | ||
| Q1 24 | 2.0% | 39.2% |
净利率DDOGRF
| Q4 25 | 4.9% | 41.7% | ||
| Q3 25 | 3.8% | 45.3% | ||
| Q2 25 | 0.3% | 44.7% | ||
| Q1 25 | 3.2% | 41.0% | ||
| Q4 24 | 6.2% | 43.4% | ||
| Q3 24 | 7.5% | 40.2% | ||
| Q2 24 | 6.8% | 42.2% | ||
| Q1 24 | 7.0% | 31.1% |
每股收益（稀释后）DDOGRF
| Q4 25 | $0.13 | $0.59 | ||
| Q3 25 | $0.10 | $0.61 | ||
| Q2 25 | $0.01 | $0.59 | ||
| Q1 25 | $0.07 | $0.51 | ||
| Q4 24 | $0.14 | $0.55 | ||
| Q3 24 | $0.14 | $0.49 | ||
| Q2 24 | $0.12 | $0.52 | ||
| Q1 24 | $0.12 | $0.37 |
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 | — |
| 总债务越低越好 | — | $4.1B |
| 股东权益账面价值 | $3.7B | $19.0B |
| 总资产 | $6.6B | $158.8B |
| 负债/权益比越低杠杆越低 | — | 0.22× |
8季度趋势，按日历期对齐
现金及短期投资DDOGRF
| Q4 25 | $401.3M | — | ||
| Q3 25 | $540.6M | — | ||
| Q2 25 | $489.0M | — | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $337.4M | — | ||
| Q2 24 | $411.0M | — | ||
| Q1 24 | $282.2M | — |
总债务DDOGRF
| Q4 25 | — | $4.1B | ||
| Q3 25 | — | $4.8B | ||
| Q2 25 | — | $5.3B | ||
| Q1 25 | — | $6.0B | ||
| Q4 24 | — | $6.0B | ||
| Q3 24 | — | $6.0B | ||
| Q2 24 | — | $5.1B | ||
| Q1 24 | — | $3.3B |
股东权益DDOGRF
| Q4 25 | $3.7B | $19.0B | ||
| Q3 25 | $3.4B | $19.0B | ||
| Q2 25 | $3.2B | $18.7B | ||
| Q1 25 | $2.9B | $18.5B | ||
| Q4 24 | $2.7B | $17.9B | ||
| Q3 24 | $2.6B | $18.7B | ||
| Q2 24 | $2.4B | $17.2B | ||
| Q1 24 | $2.2B | $17.0B |
总资产DDOGRF
| Q4 25 | $6.6B | $158.8B | ||
| Q3 25 | $6.1B | $159.9B | ||
| Q2 25 | $5.8B | $159.2B | ||
| Q1 25 | $6.0B | $159.8B | ||
| Q4 24 | $5.8B | $157.3B | ||
| Q3 24 | $4.6B | $157.4B | ||
| Q2 24 | $4.4B | $154.1B | ||
| Q1 24 | $4.1B | $154.9B |
负债/权益比DDOGRF
| Q4 25 | — | 0.22× | ||
| Q3 25 | — | 0.25× | ||
| Q2 25 | — | 0.28× | ||
| Q1 25 | — | 0.32× | ||
| Q4 24 | — | 0.34× | ||
| Q3 24 | — | 0.32× | ||
| Q2 24 | — | 0.30× | ||
| Q1 24 | — | 0.20× |
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 | $-319.0M |
| 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× | -0.60× |
| 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DDOGRF
| Q4 25 | $327.1M | $-319.0M | ||
| Q3 25 | $251.5M | $861.0M | ||
| Q2 25 | $200.1M | $573.0M | ||
| Q1 25 | $271.5M | $1.1B | ||
| Q4 24 | $265.2M | $-220.0M | ||
| Q3 24 | $228.7M | $1.3B | ||
| Q2 24 | $164.4M | $161.0M | ||
| Q1 24 | $212.3M | $396.0M |
自由现金流DDOGRF
| 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DDOGRF
| 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DDOGRF
| 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DDOGRF
| Q4 25 | 7.02× | -0.60× | ||
| Q3 25 | 7.42× | 1.51× | ||
| Q2 25 | 75.58× | 1.02× | ||
| Q1 25 | 11.02× | 2.18× | ||
| Q4 24 | 5.82× | -0.41× | ||
| Q3 24 | 4.42× | 2.57× | ||
| Q2 24 | 3.75× | 0.32× | ||
| Q1 24 | 4.98× | 1.08× |
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% |
RF
| Consumer Bank | $747.0M | 58% |
| Corporate Bank | $487.0M | 38% |
| Wealth Management | $47.0M | 4% |
