Datadog vs HubSpot
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The short version
- 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%).
| Latest fiscal year | DDOG Β· FY25 | HUBS Β· FY25 |
|---|---|---|
| Size | ||
| Market cap | $100.0B | $13.7B |
| 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 | 96.4x |
| Piotroski F-score | 5 | β |
Revenue
FY16
DDOG β
HUBS $271M
FY17
DDOG $101M
HUBS $376M
FY18
DDOG $198M
HUBS $513M
FY19
DDOG $363M
HUBS $675M
FY20
DDOG $604M
HUBS $883M
FY21
DDOG $1.0B
HUBS $1.3B
FY22
DDOG $1.7B
HUBS $1.7B
FY23
DDOG $2.1B
HUBS $2.2B
FY24
DDOG $2.7B
HUBS $2.6B
FY25
DDOG $3.4B
HUBS $3.1B
DDOG
HUBS
Operating margin
FY16
DDOG β
HUBS β16.5%
FY17
DDOG β2.9%
HUBS β10.7%
FY18
DDOG β5.6%
HUBS β9.4%
FY19
DDOG β5.6%
HUBS β7.0%
FY20
DDOG β2.3%
HUBS β5.8%
FY21
DDOG β1.9%
HUBS β4.2%
FY22
DDOG β3.5%
HUBS β5.9%
FY23
DDOG β1.6%
HUBS β9.3%
FY24
DDOG 2.0%
HUBS β2.6%
FY25
DDOG β1.3%
HUBS 0.2%
DDOG
HUBS
Free cash flow
FY16
DDOG β
HUBS $3.6M
FY17
DDOG $11.5M
HUBS $29.3M
FY18
DDOG $1.2M
HUBS $62.6M
FY19
DDOG $10.9M
HUBS $78.6M
FY20
DDOG $104M
HUBS $51.6M
FY21
DDOG $277M
HUBS $210M
FY22
DDOG $383M
HUBS $236M
FY23
DDOG $632M
HUBS $317M
FY24
DDOG $836M
HUBS $561M
FY25
DDOG $1.0B
HUBS $708M
DDOG
HUBS
Return on capital
FY16
DDOG β
HUBS β
FY17
DDOG β
HUBS β
FY18
DDOG β
HUBS β
FY19
DDOG β
HUBS β
FY20
DDOG β
HUBS β
FY21
DDOG β
HUBS β
FY22
DDOG β
HUBS β
FY23
DDOG β
HUBS β
FY24
DDOG β
HUBS β
FY25
DDOG β
HUBS β
DDOG
HUBS
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.