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Datadog（DDOG）与RANGE RESOURCES CORP（RRC）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RANGE RESOURCES CORP的1.2倍（$953.2M vs $786.9M），RANGE RESOURCES CORP净利率更高（22.8% vs 4.9%，领先17.9%），Datadog同比增速更快（29.2% vs 18.0%），过去两年Datadog的营收复合增速更高（24.9% vs 14.6%）
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。
Range Resources Corporation是一家总部位于美国得克萨斯州沃斯堡的天然气勘探开采企业，核心运营区域为马塞勒斯页岩地层，是该地区拥有土地面积最大的运营商，专注于天然气资源的勘探、开发与生产业务，在北美油气开发领域具备深厚的行业积累。
DDOG vs RRC — 直观对比
营收规模更大
DDOG
是对方的1.2倍
$786.9M
营收增速更快
DDOG
高出11.2%
18.0%
净利率更高
RRC
高出17.9%
4.9%
两年增速更快
DDOG
近两年复合增速
14.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $953.2M | $786.9M |
| 净利润 | $46.6M | $179.1M |
| 毛利率 | 80.4% | 94.5% |
| 营业利润率 | 1.0% | — |
| 净利率 | 4.9% | 22.8% |
| 营收同比 | 29.2% | 18.0% |
| 净利润同比 | 2.1% | 88.8% |
| 每股收益（稀释后） | $0.13 | $0.75 |
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DDOGRRC
| Q4 25 | $953.2M | $786.9M | ||
| Q3 25 | $885.7M | $655.3M | ||
| Q2 25 | $826.8M | $699.6M | ||
| Q1 25 | $761.6M | $846.3M | ||
| Q4 24 | $737.7M | $667.0M | ||
| Q3 24 | $690.0M | $567.9M | ||
| Q2 24 | $645.3M | $513.2M | ||
| Q1 24 | $611.3M | $598.8M |
净利润DDOGRRC
| Q4 25 | $46.6M | $179.1M | ||
| Q3 25 | $33.9M | $144.3M | ||
| Q2 25 | $2.6M | $237.6M | ||
| Q1 25 | $24.6M | $97.1M | ||
| Q4 24 | $45.6M | $94.8M | ||
| Q3 24 | $51.7M | $50.7M | ||
| Q2 24 | $43.8M | $28.7M | ||
| Q1 24 | $42.6M | $92.1M |
毛利率DDOGRRC
| Q4 25 | 80.4% | 94.5% | ||
| Q3 25 | 80.1% | 92.5% | ||
| Q2 25 | 79.9% | 95.0% | ||
| Q1 25 | 79.3% | 93.1% | ||
| Q4 24 | 80.5% | 93.7% | ||
| Q3 24 | 80.0% | 94.3% | ||
| Q2 24 | 80.9% | 93.4% | ||
| Q1 24 | 82.0% | 94.7% |
营业利润率DDOGRRC
| Q4 25 | 1.0% | — | ||
| Q3 25 | -0.7% | — | ||
| Q2 25 | -4.3% | — | ||
| Q1 25 | -1.6% | — | ||
| Q4 24 | 1.3% | — | ||
| Q3 24 | 2.9% | — | ||
| Q2 24 | 2.0% | — | ||
| Q1 24 | 2.0% | — |
净利率DDOGRRC
| Q4 25 | 4.9% | 22.8% | ||
| Q3 25 | 3.8% | 22.0% | ||
| Q2 25 | 0.3% | 34.0% | ||
| Q1 25 | 3.2% | 11.5% | ||
| Q4 24 | 6.2% | 14.2% | ||
| Q3 24 | 7.5% | 8.9% | ||
| Q2 24 | 6.8% | 5.6% | ||
| Q1 24 | 7.0% | 15.4% |
每股收益（稀释后）DDOGRRC
| Q4 25 | $0.13 | $0.75 | ||
| Q3 25 | $0.10 | $0.60 | ||
| Q2 25 | $0.01 | $0.99 | ||
| Q1 25 | $0.07 | $0.40 | ||
| Q4 24 | $0.14 | $0.38 | ||
| Q3 24 | $0.14 | $0.21 | ||
| Q2 24 | $0.12 | $0.12 | ||
| Q1 24 | $0.12 | $0.38 |
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 | $204.0K |
| 总债务越低越好 | — | $1.2B |
| 股东权益账面价值 | $3.7B | $4.3B |
| 总资产 | $6.6B | $7.4B |
| 负债/权益比越低杠杆越低 | — | 0.28× |
8季度趋势，按日历期对齐
现金及短期投资DDOGRRC
| Q4 25 | $401.3M | $204.0K | ||
| Q3 25 | $540.6M | $175.0K | ||
| Q2 25 | $489.0M | $134.0K | ||
| Q1 25 | $1.1B | $344.6M | ||
| Q4 24 | $1.2B | $304.5M | ||
| Q3 24 | $337.4M | $277.4M | ||
| Q2 24 | $411.0M | $251.1M | ||
| Q1 24 | $282.2M | $343.1M |
总债务DDOGRRC
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $1.7B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | — | $1.7B | ||
| Q2 24 | — | $1.7B | ||
| Q1 24 | — | $1.8B |
股东权益DDOGRRC
| Q4 25 | $3.7B | $4.3B | ||
| Q3 25 | $3.4B | $4.2B | ||
| Q2 25 | $3.2B | $4.1B | ||
| Q1 25 | $2.9B | $3.9B | ||
| Q4 24 | $2.7B | $3.9B | ||
| Q3 24 | $2.6B | $3.9B | ||
| Q2 24 | $2.4B | $3.9B | ||
| Q1 24 | $2.2B | $3.8B |
总资产DDOGRRC
| Q4 25 | $6.6B | $7.4B | ||
| Q3 25 | $6.1B | $7.2B | ||
| Q2 25 | $5.8B | $7.1B | ||
| Q1 25 | $6.0B | $7.4B | ||
| Q4 24 | $5.8B | $7.3B | ||
| Q3 24 | $4.6B | $7.2B | ||
| Q2 24 | $4.4B | $7.3B | ||
| Q1 24 | $4.1B | $7.4B |
负债/权益比DDOGRRC
| Q4 25 | — | 0.28× | ||
| Q3 25 | — | 0.29× | ||
| Q2 25 | — | 0.29× | ||
| Q1 25 | — | 0.43× | ||
| Q4 24 | — | 0.43× | ||
| Q3 24 | — | 0.44× | ||
| Q2 24 | — | 0.44× | ||
| Q1 24 | — | 0.46× |
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 | $257.5M |
| 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× | 1.44× |
| 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DDOGRRC
| Q4 25 | $327.1M | $257.5M | ||
| Q3 25 | $251.5M | $247.5M | ||
| Q2 25 | $200.1M | $336.2M | ||
| Q1 25 | $271.5M | $330.1M | ||
| Q4 24 | $265.2M | $217.9M | ||
| Q3 24 | $228.7M | $245.9M | ||
| Q2 24 | $164.4M | $148.8M | ||
| Q1 24 | $212.3M | $331.9M |
自由现金流DDOGRRC
| 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DDOGRRC
| 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DDOGRRC
| 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DDOGRRC
| Q4 25 | 7.02× | 1.44× | ||
| Q3 25 | 7.42× | 1.72× | ||
| Q2 25 | 75.58× | 1.42× | ||
| Q1 25 | 11.02× | 3.40× | ||
| Q4 24 | 5.82× | 2.30× | ||
| Q3 24 | 4.42× | 4.85× | ||
| Q2 24 | 3.75× | 5.18× | ||
| Q1 24 | 4.98× | 3.60× |
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% |
RRC
| Natural Gas Natural Gas Liquids And Oil Sales | $745.5M | 95% |
| Brokered Natural Gas And Marketing | $41.3M | 5% |
