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Datadog（DDOG）与Ubiquiti Inc.（UI）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Ubiquiti Inc.的1.2倍（$1.0B vs $814.9M），Ubiquiti Inc.净利率更高（28.7% vs 5.2%，领先23.4%），Ubiquiti Inc.同比增速更快（35.8% vs 32.2%），Datadog自由现金流更多（$289.1M vs $260.3M），过去两年Ubiquiti Inc.的营收复合增速更高（28.6% 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。
Ubiquiti Inc.是一家美国科技企业，2003年于加利福尼亚州圣何塞成立，目前总部位于纽约。公司旗下拥有多个品牌，主营面向企业及家庭用户的有线、无线数据通信产品的研发、生产与销售。
DDOG vs UI — 直观对比
营收规模更大
DDOG
是对方的1.2倍
$814.9M
营收增速更快
UI
高出3.7%
32.2%
净利率更高
UI
高出23.4%
5.2%
自由现金流更多
DDOG
多$28.8M
$260.3M
两年增速更快
UI
近两年复合增速
24.9%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $814.9M |
| 净利润 | $52.6M | $233.6M |
| 毛利率 | 79.2% | 45.9% |
| 营业利润率 | 21.5% | 35.9% |
| 净利率 | 5.2% | 28.7% |
| 营收同比 | 32.2% | 35.8% |
| 净利润同比 | 113.4% | 70.8% |
| 每股收益（稀释后） | $0.15 | $3.86 |
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DDOGUI
| Q1 26 | $1.0B | — | ||
| Q4 25 | $953.2M | $814.9M | ||
| Q3 25 | $885.7M | $733.8M | ||
| Q2 25 | $826.8M | $759.2M | ||
| Q1 25 | $761.6M | $664.2M | ||
| Q4 24 | $737.7M | $599.9M | ||
| Q3 24 | $690.0M | $550.3M | ||
| Q2 24 | $645.3M | $507.5M |
净利润DDOGUI
| Q1 26 | $52.6M | — | ||
| Q4 25 | $46.6M | $233.6M | ||
| Q3 25 | $33.9M | $207.9M | ||
| Q2 25 | $2.6M | $266.7M | ||
| Q1 25 | $24.6M | $180.4M | ||
| Q4 24 | $45.6M | $136.8M | ||
| Q3 24 | $51.7M | $128.0M | ||
| Q2 24 | $43.8M | $103.8M |
毛利率DDOGUI
| Q1 26 | 79.2% | — | ||
| Q4 25 | 80.4% | 45.9% | ||
| Q3 25 | 80.1% | 46.0% | ||
| Q2 25 | 79.9% | 45.1% | ||
| Q1 25 | 79.3% | 44.5% | ||
| Q4 24 | 80.5% | 41.2% | ||
| Q3 24 | 80.0% | 42.1% | ||
| Q2 24 | 80.9% | 40.2% |
营业利润率DDOGUI
| Q1 26 | 21.5% | — | ||
| Q4 25 | 1.0% | 35.9% | ||
| Q3 25 | -0.7% | 35.7% | ||
| Q2 25 | -4.3% | 34.4% | ||
| Q1 25 | -1.6% | 34.2% | ||
| Q4 24 | 1.3% | 29.8% | ||
| Q3 24 | 2.9% | 30.7% | ||
| Q2 24 | 2.0% | 27.3% |
净利率DDOGUI
| Q1 26 | 5.2% | — | ||
| Q4 25 | 4.9% | 28.7% | ||
| Q3 25 | 3.8% | 28.3% | ||
| Q2 25 | 0.3% | 35.1% | ||
| Q1 25 | 3.2% | 27.2% | ||
| Q4 24 | 6.2% | 22.8% | ||
| Q3 24 | 7.5% | 23.3% | ||
| Q2 24 | 6.8% | 20.5% |
每股收益（稀释后）DDOGUI
| Q1 26 | $0.15 | — | ||
| Q4 25 | $0.13 | $3.86 | ||
| Q3 25 | $0.10 | $3.43 | ||
| Q2 25 | $0.01 | $4.40 | ||
| Q1 25 | $0.07 | $2.98 | ||
| Q4 24 | $0.14 | $2.26 | ||
| Q3 24 | $0.14 | $2.12 | ||
| Q2 24 | $0.12 | $1.72 |
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 | $302.8M |
| 总债务越低越好 | — | $47.5M |
| 股东权益账面价值 | $4.0B | $1.0B |
| 总资产 | $7.0B | $1.6B |
| 负债/权益比越低杠杆越低 | — | 0.05× |
8季度趋势，按日历期对齐
现金及短期投资DDOGUI
| Q1 26 | $426.4M | — | ||
| Q4 25 | $401.3M | $302.8M | ||
| Q3 25 | $540.6M | $177.2M | ||
| Q2 25 | $489.0M | $149.7M | ||
| Q1 25 | $1.1B | $151.0M | ||
| Q4 24 | $1.2B | $133.1M | ||
| Q3 24 | $337.4M | $165.2M | ||
| Q2 24 | $411.0M | $126.3M |
总债务DDOGUI
| Q1 26 | — | — | ||
| Q4 25 | — | $47.5M | ||
| Q3 25 | — | $133.8M | ||
| Q2 25 | — | $250.0M | ||
| Q1 25 | — | $340.0M | ||
| Q4 24 | — | $406.3M | ||
| Q3 24 | — | $552.5M | ||
| Q2 24 | — | $708.1M |
股东权益DDOGUI
| Q1 26 | $4.0B | — | ||
| Q4 25 | $3.7B | $1.0B | ||
| Q3 25 | $3.4B | $828.4M | ||
| Q2 25 | $3.2B | $668.3M | ||
| Q1 25 | $2.9B | $436.1M | ||
| Q4 24 | $2.7B | $290.4M | ||
| Q3 24 | $2.6B | $188.1M | ||
| Q2 24 | $2.4B | $95.1M |
总资产DDOGUI
| Q1 26 | $7.0B | — | ||
| Q4 25 | $6.6B | $1.6B | ||
| Q3 25 | $6.1B | $1.5B | ||
| Q2 25 | $5.8B | $1.5B | ||
| Q1 25 | $6.0B | $1.3B | ||
| Q4 24 | $5.8B | $1.2B | ||
| Q3 24 | $4.6B | $1.2B | ||
| Q2 24 | $4.4B | $1.2B |
负债/权益比DDOGUI
| Q1 26 | — | — | ||
| Q4 25 | — | 0.05× | ||
| Q3 25 | — | 0.16× | ||
| Q2 25 | — | 0.37× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 1.40× | ||
| Q3 24 | — | 2.94× | ||
| Q2 24 | — | 7.45× |
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 | $263.9M |
| 自由现金流经营现金流 - 资本支出 | $289.1M | $260.3M |
| 自由现金流率自由现金流/营收 | 28.7% | 31.9% |
| 资本支出强度资本支出/营收 | — | 0.4% |
| 现金转化率经营现金流/净利润 | 6.36× | 1.13× |
| 过去12个月自由现金流最近4个季度 | $1.0B | $699.5M |
8季度趋势，按日历期对齐
经营现金流DDOGUI
| Q1 26 | $334.6M | — | ||
| Q4 25 | $327.1M | $263.9M | ||
| Q3 25 | $251.5M | $198.5M | ||
| Q2 25 | $200.1M | $130.4M | ||
| Q1 25 | $271.5M | $123.6M | ||
| Q4 24 | $265.2M | $152.4M | ||
| Q3 24 | $228.7M | $233.7M | ||
| Q2 24 | $164.4M | $231.4M |
自由现金流DDOGUI
| Q1 26 | $289.1M | — | ||
| Q4 25 | $318.2M | $260.3M | ||
| Q3 25 | $234.7M | $193.3M | ||
| Q2 25 | $184.9M | $125.2M | ||
| Q1 25 | $262.8M | $120.7M | ||
| Q4 24 | $257.5M | $150.4M | ||
| Q3 24 | $220.3M | $231.1M | ||
| Q2 24 | $160.0M | $229.5M |
自由现金流率DDOGUI
| Q1 26 | 28.7% | — | ||
| Q4 25 | 33.4% | 31.9% | ||
| Q3 25 | 26.5% | 26.3% | ||
| Q2 25 | 22.4% | 16.5% | ||
| Q1 25 | 34.5% | 18.2% | ||
| Q4 24 | 34.9% | 25.1% | ||
| Q3 24 | 31.9% | 42.0% | ||
| Q2 24 | 24.8% | 45.2% |
资本支出强度DDOGUI
| Q1 26 | — | — | ||
| Q4 25 | 0.9% | 0.4% | ||
| Q3 25 | 1.9% | 0.7% | ||
| Q2 25 | 1.8% | 0.7% | ||
| Q1 25 | 1.1% | 0.4% | ||
| Q4 24 | 1.1% | 0.3% | ||
| Q3 24 | 1.2% | 0.5% | ||
| Q2 24 | 0.7% | 0.4% |
现金转化率DDOGUI
| Q1 26 | 6.36× | — | ||
| Q4 25 | 7.02× | 1.13× | ||
| Q3 25 | 7.42× | 0.95× | ||
| Q2 25 | 75.58× | 0.49× | ||
| Q1 25 | 11.02× | 0.68× | ||
| Q4 24 | 5.82× | 1.11× | ||
| Q3 24 | 4.42× | 1.83× | ||
| Q2 24 | 3.75× | 2.23× |
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
UI
| Enterprise Technology | $729.0M | 89% |
| Service Provider Technology | $85.9M | 11% |
