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Datadog（DDOG）与Ryman Hospitality Properties, Inc.（RHP）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Ryman Hospitality Properties, Inc.的1.3倍（$953.2M vs $737.8M），Ryman Hospitality Properties, Inc.净利率更高（10.1% vs 4.9%，领先5.2%），Datadog同比增速更快（29.2% vs 13.9%），Datadog自由现金流更多（$318.2M vs $58.5M），过去两年Datadog的营收复合增速更高（24.9% vs 18.2%）
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。
莱曼酒店地产是一家主营酒店、度假村、娱乐及媒体业务的企业，得名于旗下位于田纳西州纳什维尔的国家历史地标莱曼礼堂。公司历史可追溯至曾为俄克拉荷马出版公司子公司时期，1983年收购WSM公司后奠定现代业务基础，同时将知名演出IP大奥普里等核心资产纳入麾下。
DDOG vs RHP — 直观对比
营收规模更大
DDOG
是对方的1.3倍
$737.8M
营收增速更快
DDOG
高出15.3%
13.9%
净利率更高
RHP
高出5.2%
4.9%
自由现金流更多
DDOG
多$259.6M
$58.5M
两年增速更快
DDOG
近两年复合增速
18.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $953.2M | $737.8M |
| 净利润 | $46.6M | $74.5M |
| 毛利率 | 80.4% | 41.4% |
| 营业利润率 | 1.0% | 19.4% |
| 净利率 | 4.9% | 10.1% |
| 营收同比 | 29.2% | 13.9% |
| 净利润同比 | 2.1% | 3.0% |
| 每股收益（稀释后） | $0.13 | $1.12 |
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DDOGRHP
| Q4 25 | $953.2M | $737.8M | ||
| Q3 25 | $885.7M | $592.5M | ||
| Q2 25 | $826.8M | $659.5M | ||
| Q1 25 | $761.6M | $587.3M | ||
| Q4 24 | $737.7M | $647.6M | ||
| Q3 24 | $690.0M | $550.0M | ||
| Q2 24 | $645.3M | $613.3M | ||
| Q1 24 | $611.3M | $528.3M |
净利润DDOGRHP
| Q4 25 | $46.6M | $74.5M | ||
| Q3 25 | $33.9M | $34.9M | ||
| Q2 25 | $2.6M | $71.8M | ||
| Q1 25 | $24.6M | $63.0M | ||
| Q4 24 | $45.6M | $72.3M | ||
| Q3 24 | $51.7M | $59.0M | ||
| Q2 24 | $43.8M | $100.8M | ||
| Q1 24 | $42.6M | $42.8M |
毛利率DDOGRHP
| Q4 25 | 80.4% | 41.4% | ||
| Q3 25 | 80.1% | 40.9% | ||
| Q2 25 | 79.9% | 49.7% | ||
| Q1 25 | 79.3% | 44.4% | ||
| Q4 24 | 80.5% | 40.4% | ||
| Q3 24 | 80.0% | 43.1% | ||
| Q2 24 | 80.9% | 48.4% | ||
| Q1 24 | 82.0% | 41.5% |
营业利润率DDOGRHP
| Q4 25 | 1.0% | 19.4% | ||
| Q3 25 | -0.7% | 15.0% | ||
| Q2 25 | -4.3% | 21.1% | ||
| Q1 25 | -1.6% | 19.8% | ||
| Q4 24 | 1.3% | 18.6% | ||
| Q3 24 | 2.9% | 19.3% | ||
| Q2 24 | 2.0% | 27.4% | ||
| Q1 24 | 2.0% | 18.2% |
净利率DDOGRHP
| Q4 25 | 4.9% | 10.1% | ||
| Q3 25 | 3.8% | 5.9% | ||
| Q2 25 | 0.3% | 10.9% | ||
| Q1 25 | 3.2% | 10.7% | ||
| Q4 24 | 6.2% | 11.2% | ||
| Q3 24 | 7.5% | 10.7% | ||
| Q2 24 | 6.8% | 16.4% | ||
| Q1 24 | 7.0% | 8.1% |
每股收益（稀释后）DDOGRHP
| Q4 25 | $0.13 | $1.12 | ||
| Q3 25 | $0.10 | $0.53 | ||
| Q2 25 | $0.01 | $1.12 | ||
| Q1 25 | $0.07 | $1.00 | ||
| Q4 24 | $0.14 | $1.12 | ||
| Q3 24 | $0.14 | $0.94 | ||
| Q2 24 | $0.12 | $1.65 | ||
| Q1 24 | $0.12 | $0.67 |
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 | $471.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.7B | $750.2M |
| 总资产 | $6.6B | $6.2B |
| 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DDOGRHP
| Q4 25 | $401.3M | $471.4M | ||
| Q3 25 | $540.6M | $483.3M | ||
| Q2 25 | $489.0M | $420.6M | ||
| Q1 25 | $1.1B | $413.9M | ||
| Q4 24 | $1.2B | $477.7M | ||
| Q3 24 | $337.4M | $534.9M | ||
| Q2 24 | $411.0M | $498.4M | ||
| Q1 24 | $282.2M | $465.3M |
股东权益DDOGRHP
| Q4 25 | $3.7B | $750.2M | ||
| Q3 25 | $3.4B | $758.5M | ||
| Q2 25 | $3.2B | $800.4M | ||
| Q1 25 | $2.9B | $531.5M | ||
| Q4 24 | $2.7B | $549.0M | ||
| Q3 24 | $2.6B | $551.9M | ||
| Q2 24 | $2.4B | $562.6M | ||
| Q1 24 | $2.2B | $529.9M |
总资产DDOGRHP
| Q4 25 | $6.6B | $6.2B | ||
| Q3 25 | $6.1B | $6.2B | ||
| Q2 25 | $5.8B | $6.1B | ||
| Q1 25 | $6.0B | $5.2B | ||
| Q4 24 | $5.8B | $5.2B | ||
| Q3 24 | $4.6B | $5.2B | ||
| Q2 24 | $4.4B | $5.1B | ||
| Q1 24 | $4.1B | $5.1B |
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 | $164.7M |
| 自由现金流经营现金流 - 资本支出 | $318.2M | $58.5M |
| 自由现金流率自由现金流/营收 | 33.4% | 7.9% |
| 资本支出强度资本支出/营收 | 0.9% | 14.4% |
| 现金转化率经营现金流/净利润 | 7.02× | 2.21× |
| 过去12个月自由现金流最近4个季度 | $1.0B | $232.4M |
8季度趋势，按日历期对齐
经营现金流DDOGRHP
| Q4 25 | $327.1M | $164.7M | ||
| Q3 25 | $251.5M | $205.2M | ||
| Q2 25 | $200.1M | $122.5M | ||
| Q1 25 | $271.5M | $98.2M | ||
| Q4 24 | $265.2M | $166.6M | ||
| Q3 24 | $228.7M | $218.1M | ||
| Q2 24 | $164.4M | $184.3M | ||
| Q1 24 | $212.3M | $7.5M |
自由现金流DDOGRHP
| Q4 25 | $318.2M | $58.5M | ||
| Q3 25 | $234.7M | $135.4M | ||
| Q2 25 | $184.9M | $53.0M | ||
| Q1 25 | $262.8M | $-14.5M | ||
| Q4 24 | $257.5M | $76.0M | ||
| Q3 24 | $220.3M | $85.7M | ||
| Q2 24 | $160.0M | $78.8M | ||
| Q1 24 | $198.1M | $-72.0M |
自由现金流率DDOGRHP
| Q4 25 | 33.4% | 7.9% | ||
| Q3 25 | 26.5% | 22.9% | ||
| Q2 25 | 22.4% | 8.0% | ||
| Q1 25 | 34.5% | -2.5% | ||
| Q4 24 | 34.9% | 11.7% | ||
| Q3 24 | 31.9% | 15.6% | ||
| Q2 24 | 24.8% | 12.9% | ||
| Q1 24 | 32.4% | -13.6% |
资本支出强度DDOGRHP
| Q4 25 | 0.9% | 14.4% | ||
| Q3 25 | 1.9% | 11.8% | ||
| Q2 25 | 1.8% | 10.5% | ||
| Q1 25 | 1.1% | 19.2% | ||
| Q4 24 | 1.1% | 14.0% | ||
| Q3 24 | 1.2% | 24.1% | ||
| Q2 24 | 0.7% | 17.2% | ||
| Q1 24 | 2.3% | 15.0% |
现金转化率DDOGRHP
| Q4 25 | 7.02× | 2.21× | ||
| Q3 25 | 7.42× | 5.88× | ||
| Q2 25 | 75.58× | 1.71× | ||
| Q1 25 | 11.02× | 1.56× | ||
| Q4 24 | 5.82× | 2.30× | ||
| Q3 24 | 4.42× | 3.70× | ||
| Q2 24 | 3.75× | 1.83× | ||
| Q1 24 | 4.98× | 0.17× |
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% |
RHP
| Hotel Other | $157.7M | 21% |
| Gaylord Opryland | $147.4M | 20% |
| Hotel Transient Rooms | $93.6M | 13% |
| Hotel Food And Beverage Outlets | $92.2M | 12% |
| Gaylord Palms | $88.2M | 12% |
| Jw Marriott Hill Country | $53.7M | 7% |
| Entertainment Admissions And Ticketing | $43.1M | 6% |
| Entertainment Food And Beverage | $38.1M | 5% |
| Entertainment Retail And Other | $28.3M | 4% |
| Ac Hotel | $2.4M | 0% |
