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Datadog（DDOG）与Rivian Automotive, Inc.（RIVN）财务数据对比。点击上方公司名可切换其他公司
Rivian Automotive, Inc.的季度营收约是Datadog的1.3倍（$1.3B vs $953.2M），Datadog净利率更高（4.9% vs -63.1%，领先67.9%），Datadog同比增速更快（29.2% vs -25.8%），Datadog自由现金流更多（$318.2M vs $-1.1B），过去两年Datadog的营收复合增速更高（24.9% vs 3.3%）
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。
Rivian Automotive是2009年成立的美国电动汽车制造商及汽车科技企业，主打基于自研滑板平台打造的电动SUV、皮卡及EDV电动配送货车，旗下R1T皮卡于2021年末正式开启交付，还计划于2023年底前在美国和加拿大布局专属充电网络，其平台可适配新车型也可对外授权使用。
DDOG vs RIVN — 直观对比
营收规模更大
RIVN
是对方的1.3倍
$953.2M
营收增速更快
DDOG
高出55.0%
-25.8%
净利率更高
DDOG
高出67.9%
-63.1%
自由现金流更多
DDOG
多$1.5B
$-1.1B
两年增速更快
DDOG
近两年复合增速
3.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $953.2M | $1.3B |
| 净利润 | $46.6M | $-811.0M |
| 毛利率 | 80.4% | 9.3% |
| 营业利润率 | 1.0% | -64.8% |
| 净利率 | 4.9% | -63.1% |
| 营收同比 | 29.2% | -25.8% |
| 净利润同比 | 2.1% | -9.0% |
| 每股收益（稀释后） | $0.13 | $-0.66 |
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DDOGRIVN
| Q4 25 | $953.2M | $1.3B | ||
| Q3 25 | $885.7M | $1.6B | ||
| Q2 25 | $826.8M | $1.3B | ||
| Q1 25 | $761.6M | $1.2B | ||
| Q4 24 | $737.7M | $1.7B | ||
| Q3 24 | $690.0M | $874.0M | ||
| Q2 24 | $645.3M | $1.2B | ||
| Q1 24 | $611.3M | $1.2B |
净利润DDOGRIVN
| Q4 25 | $46.6M | $-811.0M | ||
| Q3 25 | $33.9M | $-1.2B | ||
| Q2 25 | $2.6M | $-1.1B | ||
| Q1 25 | $24.6M | $-545.0M | ||
| Q4 24 | $45.6M | $-744.0M | ||
| Q3 24 | $51.7M | $-1.1B | ||
| Q2 24 | $43.8M | $-1.5B | ||
| Q1 24 | $42.6M | $-1.4B |
毛利率DDOGRIVN
| Q4 25 | 80.4% | 9.3% | ||
| Q3 25 | 80.1% | 1.5% | ||
| Q2 25 | 79.9% | -15.8% | ||
| Q1 25 | 79.3% | 16.6% | ||
| Q4 24 | 80.5% | 9.8% | ||
| Q3 24 | 80.0% | -44.9% | ||
| Q2 24 | 80.9% | -38.9% | ||
| Q1 24 | 82.0% | -43.8% |
营业利润率DDOGRIVN
| Q4 25 | 1.0% | -64.8% | ||
| Q3 25 | -0.7% | -63.1% | ||
| Q2 25 | -4.3% | -85.5% | ||
| Q1 25 | -1.6% | -52.8% | ||
| Q4 24 | 1.3% | -38.1% | ||
| Q3 24 | 2.9% | -133.8% | ||
| Q2 24 | 2.0% | -118.7% | ||
| Q1 24 | 2.0% | -123.3% |
净利率DDOGRIVN
| Q4 25 | 4.9% | -63.1% | ||
| Q3 25 | 3.8% | -75.3% | ||
| Q2 25 | 0.3% | -85.7% | ||
| Q1 25 | 3.2% | -44.0% | ||
| Q4 24 | 6.2% | -42.9% | ||
| Q3 24 | 7.5% | -125.9% | ||
| Q2 24 | 6.8% | -125.8% | ||
| Q1 24 | 7.0% | -120.1% |
每股收益（稀释后）DDOGRIVN
| Q4 25 | $0.13 | $-0.66 | ||
| Q3 25 | $0.10 | $-0.96 | ||
| Q2 25 | $0.01 | $-0.97 | ||
| Q1 25 | $0.07 | $-0.48 | ||
| Q4 24 | $0.14 | $-0.67 | ||
| Q3 24 | $0.14 | $-1.08 | ||
| Q2 24 | $0.12 | $-1.46 | ||
| Q1 24 | $0.12 | $-1.48 |
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 | $6.1B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.7B | $4.6B |
| 总资产 | $6.6B | $14.9B |
| 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DDOGRIVN
| Q4 25 | $401.3M | $6.1B | ||
| Q3 25 | $540.6M | $7.1B | ||
| Q2 25 | $489.0M | $7.5B | ||
| Q1 25 | $1.1B | $7.2B | ||
| Q4 24 | $1.2B | $7.7B | ||
| Q3 24 | $337.4M | $6.7B | ||
| Q2 24 | $411.0M | $7.9B | ||
| Q1 24 | $282.2M | $7.9B |
总债务DDOGRIVN
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $5.5B | ||
| Q1 24 | — | $4.4B |
股东权益DDOGRIVN
| Q4 25 | $3.7B | $4.6B | ||
| Q3 25 | $3.4B | $5.1B | ||
| Q2 25 | $3.2B | $6.1B | ||
| Q1 25 | $2.9B | $6.2B | ||
| Q4 24 | $2.7B | $6.6B | ||
| Q3 24 | $2.6B | $5.9B | ||
| Q2 24 | $2.4B | $6.8B | ||
| Q1 24 | $2.2B | $8.1B |
总资产DDOGRIVN
| Q4 25 | $6.6B | $14.9B | ||
| Q3 25 | $6.1B | $15.2B | ||
| Q2 25 | $5.8B | $15.6B | ||
| Q1 25 | $6.0B | $15.5B | ||
| Q4 24 | $5.8B | $15.4B | ||
| Q3 24 | $4.6B | $14.3B | ||
| Q2 24 | $4.4B | $15.4B | ||
| Q1 24 | $4.1B | $15.7B |
负债/权益比DDOGRIVN
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.81× | ||
| Q1 24 | — | 0.55× |
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 | $-681.0M |
| 自由现金流经营现金流 - 资本支出 | $318.2M | $-1.1B |
| 自由现金流率自由现金流/营收 | 33.4% | -89.0% |
| 资本支出强度资本支出/营收 | 0.9% | 36.0% |
| 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 | $-2.5B |
8季度趋势，按日历期对齐
经营现金流DDOGRIVN
| Q4 25 | $327.1M | $-681.0M | ||
| Q3 25 | $251.5M | $26.0M | ||
| Q2 25 | $200.1M | $64.0M | ||
| Q1 25 | $271.5M | $-188.0M | ||
| Q4 24 | $265.2M | $1.2B | ||
| Q3 24 | $228.7M | $-876.0M | ||
| Q2 24 | $164.4M | $-754.0M | ||
| Q1 24 | $212.3M | $-1.3B |
自由现金流DDOGRIVN
| Q4 25 | $318.2M | $-1.1B | ||
| Q3 25 | $234.7M | $-421.0M | ||
| Q2 25 | $184.9M | $-398.0M | ||
| Q1 25 | $262.8M | $-526.0M | ||
| Q4 24 | $257.5M | $856.0M | ||
| Q3 24 | $220.3M | $-1.2B | ||
| Q2 24 | $160.0M | $-1.0B | ||
| Q1 24 | $198.1M | $-1.5B |
自由现金流率DDOGRIVN
| Q4 25 | 33.4% | -89.0% | ||
| Q3 25 | 26.5% | -27.0% | ||
| Q2 25 | 22.4% | -30.5% | ||
| Q1 25 | 34.5% | -42.4% | ||
| Q4 24 | 34.9% | 49.4% | ||
| Q3 24 | 31.9% | -131.9% | ||
| Q2 24 | 24.8% | -89.6% | ||
| Q1 24 | 32.4% | -126.5% |
资本支出强度DDOGRIVN
| Q4 25 | 0.9% | 36.0% | ||
| Q3 25 | 1.9% | 28.7% | ||
| Q2 25 | 1.8% | 35.5% | ||
| Q1 25 | 1.1% | 27.3% | ||
| Q4 24 | 1.1% | 18.9% | ||
| Q3 24 | 1.2% | 31.7% | ||
| Q2 24 | 0.7% | 24.4% | ||
| Q1 24 | 2.3% | 21.1% |
现金转化率DDOGRIVN
| Q4 25 | 7.02× | — | ||
| Q3 25 | 7.42× | — | ||
| Q2 25 | 75.58× | — | ||
| Q1 25 | 11.02× | — | ||
| Q4 24 | 5.82× | — | ||
| Q3 24 | 4.42× | — | ||
| Q2 24 | 3.75× | — | ||
| 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% |
RIVN
| Automotive Segment | $839.0M | 65% |
| Software And Services Segment | $447.0M | 35% |
| Regulatory Credits | $30.0M | 2% |
