Datadog vs HubSpot
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KIRAβs take AI analyst
I put Datadog and HubSpot side by side, using each oneβs latest annual report. Here is what stands out:
- Datadog is the larger business, with $3.4B of revenue in fiscal 2025 against $3.1B for HubSpot.
- Datadog grew revenue faster (27.7%, against 19.2%).
- HubSpot kept more of each dollar of sales as operating profit (0.2% operating margin, against β1.3%).
- Datadog turned more of its sales into free cash flow (29.2% FCF margin, against 22.6%).
Who comes out ahead
Of the 8 measures where higher (or lower) is clearly better, how many each company leads.
Datadog
DDOG
6/8
Revenue growth5-year growthNet marginFCF marginReturn on equityShare count change
HubSpot
HUBS
2/8
Gross marginOperating margin
Side by side
Best in the row
| Latest fiscal year | DDOG FY25 | HUBS FY25 |
|---|---|---|
| Size | ||
| Market cap | $104.0B | $13.4B |
| Revenue | $3.4B | $3.1B |
| Free cash flow | $1.0B | $708M |
| Net income | $108M | $45.9M |
| Growth | ||
| Revenue growth | 27.7% | 19.2% |
| 5-year growth | 41.5% | 28.8% |
| Share count change | 1.4% | 2.7% |
| Profitability | ||
| Gross margin | 80.0% | 83.8% |
| Operating margin | β1.3% | 0.2% |
| Net margin | 3.1% | 1.5% |
| FCF margin | 29.2% | 22.6% |
| Return on capital | β | β |
| Return on equity | 3.3% | 2.3% |
| Balance sheet | ||
| Net debt | β$3.5B | β |
| Net debt / EBITDA | β723.3x | β |
| Dividends and buybacks | $0.0M | $500M |
| Valuation & quality | ||
| P/E | β | 93.9x |
| Piotroski F-score | 5 | β |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
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.