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Datadog（DDOG）与罗致恒富（RHI）财务数据对比。点击上方公司名可切换其他公司
罗致恒富的季度营收约是Datadog的1.4倍（$1.3B vs $953.2M），Datadog同比增速更快（29.2% vs -5.8%），Datadog自由现金流更多（$318.2M vs $170.8M），过去两年Datadog的营收复合增速更高（24.9% vs -6.1%）
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。
罗致恒富是1948年成立的国际人力资源咨询机构，总部位于加利福尼亚州门洛帕克和圣拉蒙，是全球规模领先的会计与金融领域人才派遣服务商之一，在全球范围内设有超过345个办公点。
DDOG vs RHI — 直观对比
营收规模更大
RHI
是对方的1.4倍
$953.2M
营收增速更快
DDOG
高出35.0%
-5.8%
自由现金流更多
DDOG
多$147.4M
$170.8M
两年增速更快
DDOG
近两年复合增速
-6.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $953.2M | $1.3B |
| 净利润 | $46.6M | — |
| 毛利率 | 80.4% | 37.6% |
| 营业利润率 | 1.0% | 1.7% |
| 净利率 | 4.9% | — |
| 营收同比 | 29.2% | -5.8% |
| 净利润同比 | 2.1% | — |
| 每股收益（稀释后） | $0.13 | $0.32 |
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DDOGRHI
| Q4 25 | $953.2M | $1.3B | ||
| Q3 25 | $885.7M | $1.4B | ||
| Q2 25 | $826.8M | $1.4B | ||
| Q1 25 | $761.6M | $1.4B | ||
| Q4 24 | $737.7M | $1.4B | ||
| Q3 24 | $690.0M | $1.5B | ||
| Q2 24 | $645.3M | $1.5B | ||
| Q1 24 | $611.3M | $1.5B |
净利润DDOGRHI
| Q4 25 | $46.6M | — | ||
| Q3 25 | $33.9M | $42.9M | ||
| Q2 25 | $2.6M | $41.0M | ||
| Q1 25 | $24.6M | $17.4M | ||
| Q4 24 | $45.6M | — | ||
| Q3 24 | $51.7M | $65.5M | ||
| Q2 24 | $43.8M | $68.2M | ||
| Q1 24 | $42.6M | $63.7M |
毛利率DDOGRHI
| Q4 25 | 80.4% | 37.6% | ||
| Q3 25 | 80.1% | 37.2% | ||
| Q2 25 | 79.9% | 37.2% | ||
| Q1 25 | 79.3% | 36.9% | ||
| Q4 24 | 80.5% | 38.8% | ||
| Q3 24 | 80.0% | 39.0% | ||
| Q2 24 | 80.9% | 39.2% | ||
| Q1 24 | 82.0% | 38.1% |
营业利润率DDOGRHI
| Q4 25 | 1.0% | 1.7% | ||
| Q3 25 | -0.7% | 1.0% | ||
| Q2 25 | -4.3% | 0.1% | ||
| Q1 25 | -1.6% | 2.9% | ||
| Q4 24 | 1.3% | 4.7% | ||
| Q3 24 | 2.9% | 4.1% | ||
| Q2 24 | 2.0% | 5.1% | ||
| Q1 24 | 2.0% | 2.8% |
净利率DDOGRHI
| Q4 25 | 4.9% | — | ||
| Q3 25 | 3.8% | 3.2% | ||
| Q2 25 | 0.3% | 3.0% | ||
| Q1 25 | 3.2% | 1.3% | ||
| Q4 24 | 6.2% | — | ||
| Q3 24 | 7.5% | 4.5% | ||
| Q2 24 | 6.8% | 4.6% | ||
| Q1 24 | 7.0% | 4.3% |
每股收益（稀释后）DDOGRHI
| Q4 25 | $0.13 | $0.32 | ||
| Q3 25 | $0.10 | $0.43 | ||
| Q2 25 | $0.01 | $0.41 | ||
| Q1 25 | $0.07 | $0.17 | ||
| Q4 24 | $0.14 | $0.53 | ||
| Q3 24 | $0.14 | $0.64 | ||
| Q2 24 | $0.12 | $0.66 | ||
| Q1 24 | $0.12 | $0.61 |
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 | $464.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.7B | $1.3B |
| 总资产 | $6.6B | $2.9B |
| 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DDOGRHI
| Q4 25 | $401.3M | $464.4M | ||
| Q3 25 | $540.6M | $365.3M | ||
| Q2 25 | $489.0M | $380.5M | ||
| Q1 25 | $1.1B | $342.5M | ||
| Q4 24 | $1.2B | $537.6M | ||
| Q3 24 | $337.4M | $570.5M | ||
| Q2 24 | $411.0M | $547.4M | ||
| Q1 24 | $282.2M | $540.9M |
股东权益DDOGRHI
| Q4 25 | $3.7B | $1.3B | ||
| Q3 25 | $3.4B | $1.3B | ||
| Q2 25 | $3.2B | $1.3B | ||
| Q1 25 | $2.9B | $1.3B | ||
| Q4 24 | $2.7B | $1.4B | ||
| Q3 24 | $2.6B | $1.5B | ||
| Q2 24 | $2.4B | $1.5B | ||
| Q1 24 | $2.2B | $1.5B |
总资产DDOGRHI
| Q4 25 | $6.6B | $2.9B | ||
| Q3 25 | $6.1B | $2.8B | ||
| Q2 25 | $5.8B | $2.8B | ||
| Q1 25 | $6.0B | $2.7B | ||
| Q4 24 | $5.8B | $2.9B | ||
| Q3 24 | $4.6B | $3.0B | ||
| Q2 24 | $4.4B | $2.9B | ||
| Q1 24 | $4.1B | $2.9B |
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 | $182.5M |
| 自由现金流经营现金流 - 资本支出 | $318.2M | $170.8M |
| 自由现金流率自由现金流/营收 | 33.4% | 13.1% |
| 资本支出强度资本支出/营收 | 0.9% | 0.9% |
| 现金转化率经营现金流/净利润 | 7.02× | — |
| 过去12个月自由现金流最近4个季度 | $1.0B | $266.8M |
8季度趋势，按日历期对齐
经营现金流DDOGRHI
| Q4 25 | $327.1M | $182.5M | ||
| Q3 25 | $251.5M | $77.4M | ||
| Q2 25 | $200.1M | $119.4M | ||
| Q1 25 | $271.5M | $-59.3M | ||
| Q4 24 | $265.2M | $154.8M | ||
| Q3 24 | $228.7M | $129.6M | ||
| Q2 24 | $164.4M | $142.0M | ||
| Q1 24 | $212.3M | $-15.9M |
自由现金流DDOGRHI
| Q4 25 | $318.2M | $170.8M | ||
| Q3 25 | $234.7M | $63.6M | ||
| Q2 25 | $184.9M | $104.2M | ||
| Q1 25 | $262.8M | $-71.7M | ||
| Q4 24 | $257.5M | $140.5M | ||
| Q3 24 | $220.3M | $111.8M | ||
| Q2 24 | $160.0M | $129.6M | ||
| Q1 24 | $198.1M | $-27.7M |
自由现金流率DDOGRHI
| Q4 25 | 33.4% | 13.1% | ||
| Q3 25 | 26.5% | 4.7% | ||
| Q2 25 | 22.4% | 7.6% | ||
| Q1 25 | 34.5% | -5.3% | ||
| Q4 24 | 34.9% | 10.2% | ||
| Q3 24 | 31.9% | 7.6% | ||
| Q2 24 | 24.8% | 8.8% | ||
| Q1 24 | 32.4% | -1.9% |
资本支出强度DDOGRHI
| Q4 25 | 0.9% | 0.9% | ||
| Q3 25 | 1.9% | 1.0% | ||
| Q2 25 | 1.8% | 1.1% | ||
| Q1 25 | 1.1% | 0.9% | ||
| Q4 24 | 1.1% | 1.0% | ||
| Q3 24 | 1.2% | 1.2% | ||
| Q2 24 | 0.7% | 0.8% | ||
| Q1 24 | 2.3% | 0.8% |
现金转化率DDOGRHI
| Q4 25 | 7.02× | — | ||
| Q3 25 | 7.42× | 1.80× | ||
| Q2 25 | 75.58× | 2.91× | ||
| Q1 25 | 11.02× | -3.42× | ||
| Q4 24 | 5.82× | — | ||
| Q3 24 | 4.42× | 1.98× | ||
| Q2 24 | 3.75× | 2.08× | ||
| Q1 24 | 4.98× | -0.25× |
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% |
RHI
| Finance And Accounting | $535.2M | 41% |
| Protiviti | $479.0M | 37% |
| Technology | $156.4M | 12% |
| Permanent Placement Talent Solutions | $102.6M | 8% |
| Other | $29.2M | 2% |
