vs
Datadog（DDOG）与SouthState Bank Corp（SSB）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SouthState Bank Corp的1.5倍（$1.0B vs $661.7M），SouthState Bank Corp净利率更高（34.1% vs 5.2%，领先28.9%），过去两年SouthState Bank Corp的营收复合增速更高（37.4% vs 24.9%）
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。
SouthState Bank总部位于美国佛罗里达州温特黑文，是银行控股公司SouthState Corporation旗下的银行子公司。截至2025年5月26日，该行已在南卡罗来纳、北卡罗来纳、佐治亚、佛罗里达、阿拉巴马、弗吉尼亚、科罗拉多、得克萨斯八州设有371家营业网点，为当地客户提供各类银行金融服务。
DDOG vs SSB — 直观对比
营收规模更大
DDOG
是对方的1.5倍
$661.7M
净利率更高
SSB
高出28.9%
5.2%
两年增速更快
SSB
近两年复合增速
24.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $661.7M |
| 净利润 | $52.6M | $225.8M |
| 毛利率 | 79.2% | — |
| 营业利润率 | 21.5% | 15.1% |
| 净利率 | 5.2% | 34.1% |
| 营收同比 | 32.2% | — |
| 净利润同比 | 113.4% | 153.5% |
| 每股收益（稀释后） | $0.15 | $2.28 |
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DDOGSSB
| Q1 26 | $1.0B | $661.7M | ||
| Q4 25 | $953.2M | $581.1M | ||
| Q3 25 | $885.7M | $599.7M | ||
| Q2 25 | $826.8M | $577.9M | ||
| Q1 25 | $761.6M | $544.5M | ||
| Q4 24 | $737.7M | $369.8M | ||
| Q3 24 | $690.0M | $351.5M | ||
| Q2 24 | $645.3M | $350.3M |
净利润DDOGSSB
| Q1 26 | $52.6M | $225.8M | ||
| Q4 25 | $46.6M | $247.7M | ||
| Q3 25 | $33.9M | $246.6M | ||
| Q2 25 | $2.6M | $215.2M | ||
| Q1 25 | $24.6M | $89.1M | ||
| Q4 24 | $45.6M | $144.2M | ||
| Q3 24 | $51.7M | $143.2M | ||
| Q2 24 | $43.8M | $132.4M |
毛利率DDOGSSB
| Q1 26 | 79.2% | — | ||
| 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DDOGSSB
| Q1 26 | 21.5% | 15.1% | ||
| Q4 25 | 1.0% | 54.3% | ||
| Q3 25 | -0.7% | 53.6% | ||
| Q2 25 | -4.3% | 48.8% | ||
| Q1 25 | -1.6% | 22.3% | ||
| Q4 24 | 1.3% | 50.7% | ||
| Q3 24 | 2.9% | 53.1% | ||
| Q2 24 | 2.0% | 49.3% |
净利率DDOGSSB
| Q1 26 | 5.2% | 34.1% | ||
| Q4 25 | 4.9% | 42.6% | ||
| Q3 25 | 3.8% | 41.1% | ||
| Q2 25 | 0.3% | 37.2% | ||
| Q1 25 | 3.2% | 16.4% | ||
| Q4 24 | 6.2% | 39.0% | ||
| Q3 24 | 7.5% | 40.7% | ||
| Q2 24 | 6.8% | 37.8% |
每股收益（稀释后）DDOGSSB
| Q1 26 | $0.15 | $2.28 | ||
| Q4 25 | $0.13 | $2.47 | ||
| Q3 25 | $0.10 | $2.42 | ||
| Q2 25 | $0.01 | $2.11 | ||
| Q1 25 | $0.07 | $0.87 | ||
| Q4 24 | $0.14 | $1.88 | ||
| Q3 24 | $0.14 | $1.86 | ||
| Q2 24 | $0.12 | $1.73 |
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 | $426.4M | $2.9B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $4.0B | $9.0B |
| 总资产 | $7.0B | $68.0B |
| 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DDOGSSB
| Q1 26 | $426.4M | $2.9B | ||
| Q4 25 | $401.3M | — | ||
| Q3 25 | $540.6M | — | ||
| Q2 25 | $489.0M | — | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $337.4M | — | ||
| Q2 24 | $411.0M | — |
股东权益DDOGSSB
| Q1 26 | $4.0B | $9.0B | ||
| Q4 25 | $3.7B | $9.1B | ||
| Q3 25 | $3.4B | $9.0B | ||
| Q2 25 | $3.2B | $8.8B | ||
| Q1 25 | $2.9B | $8.6B | ||
| Q4 24 | $2.7B | $5.9B | ||
| Q3 24 | $2.6B | $5.9B | ||
| Q2 24 | $2.4B | $5.7B |
总资产DDOGSSB
| Q1 26 | $7.0B | $68.0B | ||
| Q4 25 | $6.6B | $67.2B | ||
| Q3 25 | $6.1B | $66.0B | ||
| Q2 25 | $5.8B | $65.9B | ||
| Q1 25 | $6.0B | $65.1B | ||
| Q4 24 | $5.8B | $46.4B | ||
| Q3 24 | $4.6B | $46.1B | ||
| Q2 24 | $4.4B | $45.5B |
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 | $334.6M | — |
| 自由现金流经营现金流 - 资本支出 | $289.1M | — |
| 自由现金流率自由现金流/营收 | 28.7% | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 6.36× | — |
| 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DDOGSSB
| Q1 26 | $334.6M | — | ||
| Q4 25 | $327.1M | $232.1M | ||
| Q3 25 | $251.5M | $122.4M | ||
| Q2 25 | $200.1M | $72.6M | ||
| Q1 25 | $271.5M | $-126.3M | ||
| Q4 24 | $265.2M | $354.3M | ||
| Q3 24 | $228.7M | $-246.8M | ||
| Q2 24 | $164.4M | $126.8M |
自由现金流DDOGSSB
| Q1 26 | $289.1M | — | ||
| Q4 25 | $318.2M | $215.5M | ||
| Q3 25 | $234.7M | $101.7M | ||
| Q2 25 | $184.9M | $52.5M | ||
| Q1 25 | $262.8M | $-139.1M | ||
| Q4 24 | $257.5M | $340.9M | ||
| Q3 24 | $220.3M | $-254.2M | ||
| Q2 24 | $160.0M | $117.3M |
自由现金流率DDOGSSB
| Q1 26 | 28.7% | — | ||
| Q4 25 | 33.4% | 37.1% | ||
| Q3 25 | 26.5% | 17.0% | ||
| Q2 25 | 22.4% | 9.1% | ||
| Q1 25 | 34.5% | -25.5% | ||
| Q4 24 | 34.9% | 92.2% | ||
| Q3 24 | 31.9% | -72.3% | ||
| Q2 24 | 24.8% | 33.5% |
资本支出强度DDOGSSB
| Q1 26 | — | — | ||
| Q4 25 | 0.9% | 2.9% | ||
| Q3 25 | 1.9% | 3.5% | ||
| Q2 25 | 1.8% | 3.5% | ||
| Q1 25 | 1.1% | 2.4% | ||
| Q4 24 | 1.1% | 3.6% | ||
| Q3 24 | 1.2% | 2.1% | ||
| Q2 24 | 0.7% | 2.7% |
现金转化率DDOGSSB
| Q1 26 | 6.36× | — | ||
| Q4 25 | 7.02× | 0.94× | ||
| Q3 25 | 7.42× | 0.50× | ||
| Q2 25 | 75.58× | 0.34× | ||
| Q1 25 | 11.02× | -1.42× | ||
| Q4 24 | 5.82× | 2.46× | ||
| Q3 24 | 4.42× | -1.72× | ||
| Q2 24 | 3.75× | 0.96× |
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
暂无分部数据
SSB
| Net Interest Income | $561.6M | 85% |
| Noninterest Income | $100.1M | 15% |
