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Datadog（DDOG）与Revvity（RVTY）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Revvity的1.2倍（$953.2M vs $772.1M），Revvity净利率更高（12.7% vs 4.9%，领先7.9%），Datadog同比增速更快（29.2% vs 5.9%），Datadog自由现金流更多（$318.2M vs $161.8M），过去两年Datadog的营收复合增速更高（24.9% vs 9.0%）
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。
Revvity是一家美国生命科学与诊断领域企业，主要服务制药、生物技术行业客户，重点围绕细胞治疗、基因治疗等前沿技术领域提供相关产品与解决方案，其前身为业务布局多元的老牌企业珀金埃尔默。
DDOG vs RVTY — 直观对比
营收规模更大
DDOG
是对方的1.2倍
$772.1M
营收增速更快
DDOG
高出23.4%
5.9%
净利率更高
RVTY
高出7.9%
4.9%
自由现金流更多
DDOG
多$156.4M
$161.8M
两年增速更快
DDOG
近两年复合增速
9.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $953.2M | $772.1M |
| 净利润 | $46.6M | $98.4M |
| 毛利率 | 80.4% | — |
| 营业利润率 | 1.0% | 14.5% |
| 净利率 | 4.9% | 12.7% |
| 营收同比 | 29.2% | 5.9% |
| 净利润同比 | 2.1% | 3.9% |
| 每股收益（稀释后） | $0.13 | $0.86 |
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DDOGRVTY
| Q4 25 | $953.2M | $772.1M | ||
| Q3 25 | $885.7M | $698.9M | ||
| Q2 25 | $826.8M | $720.3M | ||
| Q1 25 | $761.6M | $664.8M | ||
| Q4 24 | $737.7M | $729.4M | ||
| Q3 24 | $690.0M | $684.0M | ||
| Q2 24 | $645.3M | $691.7M | ||
| Q1 24 | $611.3M | $649.9M |
净利润DDOGRVTY
| Q4 25 | $46.6M | $98.4M | ||
| Q3 25 | $33.9M | $46.7M | ||
| Q2 25 | $2.6M | $53.9M | ||
| Q1 25 | $24.6M | $42.2M | ||
| Q4 24 | $45.6M | $94.6M | ||
| Q3 24 | $51.7M | $94.4M | ||
| Q2 24 | $43.8M | $55.4M | ||
| Q1 24 | $42.6M | $26.0M |
毛利率DDOGRVTY
| Q4 25 | 80.4% | — | ||
| Q3 25 | 80.1% | 53.6% | ||
| Q2 25 | 79.9% | 54.5% | ||
| Q1 25 | 79.3% | 56.5% | ||
| Q4 24 | 80.5% | — | ||
| Q3 24 | 80.0% | 56.3% | ||
| Q2 24 | 80.9% | 55.7% | ||
| Q1 24 | 82.0% | 54.6% |
营业利润率DDOGRVTY
| Q4 25 | 1.0% | 14.5% | ||
| Q3 25 | -0.7% | 11.7% | ||
| Q2 25 | -4.3% | 12.6% | ||
| Q1 25 | -1.6% | 10.9% | ||
| Q4 24 | 1.3% | 16.3% | ||
| Q3 24 | 2.9% | 14.3% | ||
| Q2 24 | 2.0% | 12.4% | ||
| Q1 24 | 2.0% | 6.8% |
净利率DDOGRVTY
| Q4 25 | 4.9% | 12.7% | ||
| Q3 25 | 3.8% | 6.7% | ||
| Q2 25 | 0.3% | 7.5% | ||
| Q1 25 | 3.2% | 6.4% | ||
| Q4 24 | 6.2% | 13.0% | ||
| Q3 24 | 7.5% | 13.8% | ||
| Q2 24 | 6.8% | 8.0% | ||
| Q1 24 | 7.0% | 4.0% |
每股收益（稀释后）DDOGRVTY
| Q4 25 | $0.13 | $0.86 | ||
| Q3 25 | $0.10 | $0.40 | ||
| Q2 25 | $0.01 | $0.46 | ||
| Q1 25 | $0.07 | $0.35 | ||
| Q4 24 | $0.14 | $0.77 | ||
| Q3 24 | $0.14 | $0.77 | ||
| Q2 24 | $0.12 | $0.45 | ||
| Q1 24 | $0.12 | $0.21 |
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 | $919.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.7B | $7.3B |
| 总资产 | $6.6B | $12.2B |
| 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DDOGRVTY
| Q4 25 | $401.3M | $919.9M | ||
| Q3 25 | $540.6M | $931.4M | ||
| Q2 25 | $489.0M | $991.8M | ||
| Q1 25 | $1.1B | $1.1B | ||
| Q4 24 | $1.2B | $1.2B | ||
| Q3 24 | $337.4M | $1.2B | ||
| Q2 24 | $411.0M | $2.0B | ||
| Q1 24 | $282.2M | $1.7B |
股东权益DDOGRVTY
| Q4 25 | $3.7B | $7.3B | ||
| Q3 25 | $3.4B | $7.4B | ||
| Q2 25 | $3.2B | $7.6B | ||
| Q1 25 | $2.9B | $7.6B | ||
| Q4 24 | $2.7B | $7.7B | ||
| Q3 24 | $2.6B | $7.9B | ||
| Q2 24 | $2.4B | $7.9B | ||
| Q1 24 | $2.2B | $7.8B |
总资产DDOGRVTY
| Q4 25 | $6.6B | $12.2B | ||
| Q3 25 | $6.1B | $12.1B | ||
| Q2 25 | $5.8B | $12.4B | ||
| Q1 25 | $6.0B | $12.4B | ||
| Q4 24 | $5.8B | $12.4B | ||
| Q3 24 | $4.6B | $12.8B | ||
| Q2 24 | $4.4B | $13.4B | ||
| Q1 24 | $4.1B | $13.4B |
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 | $182.0M |
| 自由现金流经营现金流 - 资本支出 | $318.2M | $161.8M |
| 自由现金流率自由现金流/营收 | 33.4% | 21.0% |
| 资本支出强度资本支出/营收 | 0.9% | 2.6% |
| 现金转化率经营现金流/净利润 | 7.02× | 1.85× |
| 过去12个月自由现金流最近4个季度 | $1.0B | $509.4M |
8季度趋势，按日历期对齐
经营现金流DDOGRVTY
| Q4 25 | $327.1M | $182.0M | ||
| Q3 25 | $251.5M | $138.5M | ||
| Q2 25 | $200.1M | $134.3M | ||
| Q1 25 | $271.5M | $128.2M | ||
| Q4 24 | $265.2M | $174.2M | ||
| Q3 24 | $228.7M | $147.9M | ||
| Q2 24 | $164.4M | $158.6M | ||
| Q1 24 | $212.3M | $147.6M |
自由现金流DDOGRVTY
| Q4 25 | $318.2M | $161.8M | ||
| Q3 25 | $234.7M | $120.0M | ||
| Q2 25 | $184.9M | $115.5M | ||
| Q1 25 | $262.8M | $112.2M | ||
| Q4 24 | $257.5M | $149.8M | ||
| Q3 24 | $220.3M | $125.6M | ||
| Q2 24 | $160.0M | $136.6M | ||
| Q1 24 | $198.1M | $129.7M |
自由现金流率DDOGRVTY
| Q4 25 | 33.4% | 21.0% | ||
| Q3 25 | 26.5% | 17.2% | ||
| Q2 25 | 22.4% | 16.0% | ||
| Q1 25 | 34.5% | 16.9% | ||
| Q4 24 | 34.9% | 20.5% | ||
| Q3 24 | 31.9% | 18.4% | ||
| Q2 24 | 24.8% | 19.7% | ||
| Q1 24 | 32.4% | 20.0% |
资本支出强度DDOGRVTY
| Q4 25 | 0.9% | 2.6% | ||
| Q3 25 | 1.9% | 2.6% | ||
| Q2 25 | 1.8% | 2.6% | ||
| Q1 25 | 1.1% | 2.4% | ||
| Q4 24 | 1.1% | 3.4% | ||
| Q3 24 | 1.2% | 3.3% | ||
| Q2 24 | 0.7% | 3.2% | ||
| Q1 24 | 2.3% | 2.7% |
现金转化率DDOGRVTY
| Q4 25 | 7.02× | 1.85× | ||
| Q3 25 | 7.42× | 2.97× | ||
| Q2 25 | 75.58× | 2.49× | ||
| Q1 25 | 11.02× | 3.03× | ||
| Q4 24 | 5.82× | 1.84× | ||
| Q3 24 | 4.42× | 1.57× | ||
| Q2 24 | 3.75× | 2.87× | ||
| Q1 24 | 4.98× | 5.67× |
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% |
RVTY
| Immunodiagnostics | $240.8M | 31% |
| Life Sciences | $191.4M | 25% |
| Reproductive Health | $149.3M | 19% |
| Segment Operating Income | $132.0M | 17% |
| Software | $62.3M | 8% |
