Datadog
DDOG · Application Software
$269.65
4.6%Trimble
TRMB · Application Software
$63.49
0.8%The short version
- Trimble is the larger business, with $3.6B of revenue in fiscal 2025 against $3.4B for Datadog.
- Datadog grew revenue faster (27.7%, against −2.6%).
- Trimble kept more of each dollar of sales as operating profit (16.5% operating margin, against −1.3% operating margin).
- Datadog turned more of its sales into free cash flow (29.2% FCF margin, against 10.1% FCF margin).
| Latest fiscal year | DDOG · FY25 | TRMB · FY25 |
|---|---|---|
| Size | ||
| Market cap | $100.0B | $14.8B |
| Revenue | $3.4B | $3.6B |
| Free cash flow | $1.0B | $361M |
| Net income | $108M | $424M |
| Growth | ||
| Revenue growth | 27.7% | −2.6% |
| 5-year growth | 41.5% | 2.6% |
| Share count change | 1.4% | −2.3% |
| Profitability | ||
| Gross margin | 80.0% | 69.1% |
| Operating margin | −1.3% | 16.5% |
| Net margin | 3.1% | 11.8% |
| FCF margin | 29.2% | 10.1% |
| Return on capital | — | 7.4% |
| Return on equity | 3.3% | 7.3% |
| Balance sheet | ||
| Net debt | −$3.5B | $1.1B |
| Net debt / EBITDA | −723.3x | 1.4x |
| Dividends and buybacks | $0.0M | $863M |
| Valuation & quality | ||
| P/E | — | — |
| Piotroski F-score | 5 | 4 |
FY16
DDOG —
TRMB $2.4B
FY17
DDOG $101M
TRMB $2.7B
FY18
DDOG $198M
TRMB $3.1B
FY19
DDOG $363M
TRMB $3.3B
FY20
DDOG $604M
TRMB $3.2B
FY21
DDOG $1.0B
TRMB $3.7B
FY22
DDOG $1.7B
TRMB $3.7B
FY23
DDOG $2.1B
TRMB $3.8B
FY24
DDOG $2.7B
TRMB $3.7B
FY25
DDOG $3.4B
TRMB $3.6B
DDOG
TRMB
FY16
DDOG —
TRMB 7.6%
FY17
DDOG −2.9%
TRMB 8.9%
FY18
DDOG −5.6%
TRMB 10.2%
FY19
DDOG −5.6%
TRMB 11.5%
FY20
DDOG −2.3%
TRMB 13.3%
FY21
DDOG −1.9%
TRMB 15.3%
FY22
DDOG −3.5%
TRMB 13.9%
FY23
DDOG −1.6%
TRMB 11.8%
FY24
DDOG 2.0%
TRMB 12.5%
FY25
DDOG −1.3%
TRMB 16.5%
DDOG
TRMB
FY16
DDOG —
TRMB $405M
FY17
DDOG $11.5M
TRMB $386M
FY18
DDOG $1.2M
TRMB $419M
FY19
DDOG $10.9M
TRMB $516M
FY20
DDOG $104M
TRMB $615M
FY21
DDOG $277M
TRMB $704M
FY22
DDOG $383M
TRMB $348M
FY23
DDOG $632M
TRMB $555M
FY24
DDOG $836M
TRMB $498M
FY25
DDOG $1.0B
TRMB $361M
DDOG
TRMB
FY16
DDOG —
TRMB 4.9%
FY17
DDOG —
TRMB 4.3%
FY18
DDOG —
TRMB 8.8%
FY19
DDOG —
TRMB 8.1%
FY20
DDOG —
TRMB 8.6%
FY21
DDOG —
TRMB 9.8%
FY22
DDOG —
TRMB 7.9%
FY23
DDOG —
TRMB 5.9%
FY24
DDOG —
TRMB 4.8%
FY25
DDOG —
TRMB 7.4%
DDOG
TRMB
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Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.