vs
Datadog（DDOG）与Rithm Capital Corp.（RITM）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Rithm Capital Corp.的1.2倍（$953.2M vs $828.2M），Rithm Capital Corp.净利率更高（13.2% vs 4.9%，领先8.3%），Rithm Capital Corp.同比增速更快（508.5% vs 29.2%），过去两年Datadog的营收复合增速更高（24.9% vs -17.9%）
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。
Rithm Capital Corp.是总部位于美国纽约的投资管理机构，核心业务聚焦房地产投资与另类资产投资，依托专业的投研团队和成熟的市场运营经验，为合作伙伴及投资者提供优质的资产配置解决方案与长期收益回报。
DDOG vs RITM — 直观对比
营收规模更大
DDOG
是对方的1.2倍
$828.2M
营收增速更快
RITM
高出479.3%
29.2%
净利率更高
RITM
高出8.3%
4.9%
两年增速更快
DDOG
近两年复合增速
-17.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $953.2M | $828.2M |
| 净利润 | $46.6M | $109.5M |
| 毛利率 | 80.4% | — |
| 营业利润率 | 1.0% | 29.9% |
| 净利率 | 4.9% | 13.2% |
| 营收同比 | 29.2% | 508.5% |
| 净利润同比 | 2.1% | 27.7% |
| 每股收益（稀释后） | $0.13 | $0.12 |
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DDOGRITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $953.2M | $1.5B | ||
| Q3 25 | $885.7M | $1.1B | ||
| Q2 25 | $826.8M | $1.2B | ||
| Q1 25 | $761.6M | $768.4M | ||
| Q4 24 | $737.7M | $2.1B | ||
| Q3 24 | $690.0M | $619.5M | ||
| Q2 24 | $645.3M | $1.2B |
净利润DDOGRITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $46.6M | $85.0M | ||
| Q3 25 | $33.9M | $221.5M | ||
| Q2 25 | $2.6M | $311.7M | ||
| Q1 25 | $24.6M | $78.8M | ||
| Q4 24 | $45.6M | $290.2M | ||
| Q3 24 | $51.7M | $121.7M | ||
| Q2 24 | $43.8M | $235.6M |
毛利率DDOGRITM
| Q1 26 | — | — | ||
| 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% | — |
营业利润率DDOGRITM
| Q1 26 | — | 29.9% | ||
| Q4 25 | 1.0% | 13.8% | ||
| Q3 25 | -0.7% | 21.4% | ||
| Q2 25 | -4.3% | 25.2% | ||
| Q1 25 | -1.6% | 7.4% | ||
| Q4 24 | 1.3% | 23.8% | ||
| Q3 24 | 2.9% | 7.3% | ||
| Q2 24 | 2.0% | 23.6% |
净利率DDOGRITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | 4.9% | 5.7% | ||
| Q3 25 | 3.8% | 20.0% | ||
| Q2 25 | 0.3% | 25.6% | ||
| Q1 25 | 3.2% | 10.3% | ||
| Q4 24 | 6.2% | 14.0% | ||
| Q3 24 | 7.5% | 19.7% | ||
| Q2 24 | 6.8% | 19.2% |
每股收益（稀释后）DDOGRITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $0.13 | $0.09 | ||
| Q3 25 | $0.10 | $0.35 | ||
| Q2 25 | $0.01 | $0.53 | ||
| Q1 25 | $0.07 | $0.07 | ||
| Q4 24 | $0.14 | $0.50 | ||
| Q3 24 | $0.14 | $0.20 | ||
| Q2 24 | $0.12 | $0.43 |
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 | — | — |
| 股东权益账面价值 | $3.7B | $9.1B |
| 总资产 | $6.6B | $53.4B |
| 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DDOGRITM
| Q1 26 | — | — | ||
| Q4 25 | $401.3M | $1.8B | ||
| Q3 25 | $540.6M | $1.6B | ||
| Q2 25 | $489.0M | $1.6B | ||
| Q1 25 | $1.1B | $1.5B | ||
| Q4 24 | $1.2B | $1.5B | ||
| Q3 24 | $337.4M | $1.6B | ||
| Q2 24 | $411.0M | $1.2B |
总债务DDOGRITM
| Q1 26 | — | — | ||
| Q4 25 | — | $35.4B | ||
| Q3 25 | — | $32.2B | ||
| Q2 25 | — | $31.2B | ||
| Q1 25 | — | $32.2B | ||
| Q4 24 | — | $32.6B | ||
| Q3 24 | — | $29.6B | ||
| Q2 24 | — | $30.1B |
股东权益DDOGRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $3.7B | $8.4B | ||
| Q3 25 | $3.4B | $8.5B | ||
| Q2 25 | $3.2B | $7.9B | ||
| Q1 25 | $2.9B | $7.8B | ||
| Q4 24 | $2.7B | $7.8B | ||
| Q3 24 | $2.6B | $7.7B | ||
| Q2 24 | $2.4B | $7.3B |
总资产DDOGRITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $6.6B | $53.1B | ||
| Q3 25 | $6.1B | $47.2B | ||
| Q2 25 | $5.8B | $44.3B | ||
| Q1 25 | $6.0B | $45.3B | ||
| Q4 24 | $5.8B | $46.0B | ||
| Q3 24 | $4.6B | $42.3B | ||
| Q2 24 | $4.4B | $42.0B |
负债/权益比DDOGRITM
| Q1 26 | — | — | ||
| Q4 25 | — | 4.20× | ||
| Q3 25 | — | 3.79× | ||
| Q2 25 | — | 3.92× | ||
| Q1 25 | — | 4.14× | ||
| Q4 24 | — | 4.18× | ||
| Q3 24 | — | 3.87× | ||
| Q2 24 | — | 4.10× |
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 | — |
| 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× | — |
| 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DDOGRITM
| Q1 26 | — | — | ||
| Q4 25 | $327.1M | $-114.6M | ||
| Q3 25 | $251.5M | $-2.0B | ||
| Q2 25 | $200.1M | $-557.1M | ||
| Q1 25 | $271.5M | $1.4B | ||
| Q4 24 | $265.2M | $-1.8B | ||
| Q3 24 | $228.7M | $768.1M | ||
| Q2 24 | $164.4M | $-55.7M |
自由现金流DDOGRITM
| Q1 26 | — | — | ||
| 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 | — |
自由现金流率DDOGRITM
| Q1 26 | — | — | ||
| 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% | — |
资本支出强度DDOGRITM
| Q1 26 | — | — | ||
| 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% | — |
现金转化率DDOGRITM
| Q1 26 | — | — | ||
| Q4 25 | 7.02× | -1.35× | ||
| Q3 25 | 7.42× | -9.22× | ||
| Q2 25 | 75.58× | -1.79× | ||
| Q1 25 | 11.02× | 18.03× | ||
| Q4 24 | 5.82× | -6.04× | ||
| Q3 24 | 4.42× | 6.31× | ||
| Q2 24 | 3.75× | -0.24× |
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% |
RITM
| Servicing revenue, net | $375.1M | 45% |
| Other | $234.9M | 28% |
| Gain on originated residential mortgage loans, held-for-sale, net | $195.0M | 24% |
| Other revenue | $23.3M | 3% |
