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Datadog（DDOG）与SiriusPoint Ltd（SPNT）财务数据对比。点击上方公司名可切换其他公司
SiriusPoint Ltd的季度营收约是Datadog的1.0倍（$973.7M vs $953.2M），SiriusPoint Ltd净利率更高（25.1% vs 4.9%，领先20.2%），SiriusPoint Ltd同比增速更快（58.9% vs 29.2%），过去两年Datadog的营收复合增速更高（24.9% vs 19.2%）
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。
SiriusPoint Ltd是一家总部位于百慕大彭布罗克的全球特种保险及再保险服务商，提供财产险、意外险、特种险种保障及另类资本解决方案，服务覆盖北美、欧洲、亚太等市场的商业客户与风险承担方，注重严谨核保与稳定的风险调整收益。
DDOG vs SPNT — 直观对比
营收规模更大
SPNT
是对方的1.0倍
$953.2M
营收增速更快
SPNT
高出29.7%
29.2%
净利率更高
SPNT
高出20.2%
4.9%
两年增速更快
DDOG
近两年复合增速
19.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $953.2M | $973.7M |
| 净利润 | $46.6M | $244.1M |
| 毛利率 | 80.4% | — |
| 营业利润率 | 1.0% | 28.8% |
| 净利率 | 4.9% | 25.1% |
| 营收同比 | 29.2% | 58.9% |
| 净利润同比 | 2.1% | 1535.9% |
| 每股收益（稀释后） | $0.13 | $1.92 |
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DDOGSPNT
| Q4 25 | $953.2M | $973.7M | ||
| Q3 25 | $885.7M | $755.9M | ||
| Q2 25 | $826.8M | $748.2M | ||
| Q1 25 | $761.6M | $727.3M | ||
| Q4 24 | $737.7M | $612.8M | ||
| Q3 24 | $690.0M | $562.2M | ||
| Q2 24 | $645.3M | $743.3M | ||
| Q1 24 | $611.3M | $685.5M |
净利润DDOGSPNT
| Q4 25 | $46.6M | $244.1M | ||
| Q3 25 | $33.9M | $90.8M | ||
| Q2 25 | $2.6M | $63.2M | ||
| Q1 25 | $24.6M | $61.6M | ||
| Q4 24 | $45.6M | $-17.0M | ||
| Q3 24 | $51.7M | $8.5M | ||
| Q2 24 | $43.8M | $113.9M | ||
| Q1 24 | $42.6M | $94.8M |
毛利率DDOGSPNT
| 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% | — | ||
| Q1 24 | 82.0% | — |
营业利润率DDOGSPNT
| Q4 25 | 1.0% | 28.8% | ||
| Q3 25 | -0.7% | 14.7% | ||
| Q2 25 | -4.3% | 10.0% | ||
| Q1 25 | -1.6% | 10.4% | ||
| Q4 24 | 1.3% | -2.1% | ||
| Q3 24 | 2.9% | 2.0% | ||
| Q2 24 | 2.0% | 17.4% | ||
| Q1 24 | 2.0% | 15.4% |
净利率DDOGSPNT
| Q4 25 | 4.9% | 25.1% | ||
| Q3 25 | 3.8% | 12.0% | ||
| Q2 25 | 0.3% | 8.4% | ||
| Q1 25 | 3.2% | 8.5% | ||
| Q4 24 | 6.2% | -2.8% | ||
| Q3 24 | 7.5% | 1.5% | ||
| Q2 24 | 6.8% | 15.3% | ||
| Q1 24 | 7.0% | 13.8% |
每股收益（稀释后）DDOGSPNT
| Q4 25 | $0.13 | $1.92 | ||
| Q3 25 | $0.10 | $0.73 | ||
| Q2 25 | $0.01 | $0.50 | ||
| Q1 25 | $0.07 | $0.49 | ||
| Q4 24 | $0.14 | $-0.05 | ||
| Q3 24 | $0.14 | $0.03 | ||
| Q2 24 | $0.12 | $0.57 | ||
| Q1 24 | $0.12 | $0.49 |
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 | $731.2M |
| 总债务越低越好 | — | $688.6M |
| 股东权益账面价值 | $3.7B | $2.5B |
| 总资产 | $6.6B | $12.6B |
| 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DDOGSPNT
| Q4 25 | $401.3M | $731.2M | ||
| Q3 25 | $540.6M | $582.4M | ||
| Q2 25 | $489.0M | $732.4M | ||
| Q1 25 | $1.1B | $740.3M | ||
| Q4 24 | $1.2B | $682.0M | ||
| Q3 24 | $337.4M | $640.7M | ||
| Q2 24 | $411.0M | $598.1M | ||
| Q1 24 | $282.2M | $867.5M |
总债务DDOGSPNT
| Q4 25 | — | $688.6M | ||
| Q3 25 | — | $682.5M | ||
| Q2 25 | — | $678.4M | ||
| Q1 25 | — | $663.5M | ||
| Q4 24 | — | $639.1M | ||
| Q3 24 | — | $660.5M | ||
| Q2 24 | — | $648.6M | ||
| Q1 24 | — | $770.6M |
股东权益DDOGSPNT
| Q4 25 | $3.7B | $2.5B | ||
| Q3 25 | $3.4B | $2.2B | ||
| Q2 25 | $3.2B | $2.1B | ||
| Q1 25 | $2.9B | $2.0B | ||
| Q4 24 | $2.7B | $1.9B | ||
| Q3 24 | $2.6B | $2.7B | ||
| Q2 24 | $2.4B | $2.7B | ||
| Q1 24 | $2.2B | $2.6B |
总资产DDOGSPNT
| Q4 25 | $6.6B | $12.6B | ||
| Q3 25 | $6.1B | $12.5B | ||
| Q2 25 | $5.8B | $12.4B | ||
| Q1 25 | $6.0B | $12.3B | ||
| Q4 24 | $5.8B | $12.5B | ||
| Q3 24 | $4.6B | $12.7B | ||
| Q2 24 | $4.4B | $12.8B | ||
| Q1 24 | $4.1B | $13.1B |
负债/权益比DDOGSPNT
| Q4 25 | — | 0.28× | ||
| Q3 25 | — | 0.31× | ||
| Q2 25 | — | 0.32× | ||
| Q1 25 | — | 0.33× | ||
| Q4 24 | — | 0.33× | ||
| Q3 24 | — | 0.25× | ||
| Q2 24 | — | 0.24× | ||
| Q1 24 | — | 0.30× |
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 | $-26.4M |
| 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× | -0.11× |
| 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DDOGSPNT
| Q4 25 | $327.1M | $-26.4M | ||
| Q3 25 | $251.5M | $155.6M | ||
| Q2 25 | $200.1M | $62.1M | ||
| Q1 25 | $271.5M | $-88.9M | ||
| Q4 24 | $265.2M | $107.7M | ||
| Q3 24 | $228.7M | $58.1M | ||
| Q2 24 | $164.4M | $-149.9M | ||
| Q1 24 | $212.3M | $58.8M |
自由现金流DDOGSPNT
| 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DDOGSPNT
| 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DDOGSPNT
| 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DDOGSPNT
| Q4 25 | 7.02× | -0.11× | ||
| Q3 25 | 7.42× | 1.71× | ||
| Q2 25 | 75.58× | 0.98× | ||
| Q1 25 | 11.02× | -1.44× | ||
| Q4 24 | 5.82× | — | ||
| Q3 24 | 4.42× | 6.84× | ||
| Q2 24 | 3.75× | -1.32× | ||
| Q1 24 | 4.98× | 0.62× |
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% |
SPNT
暂无分部数据
