Datadog vs Hubspot
Datadog and Hubspot are similar in size: $3.43bn and $3.13bn of revenue in their latest fiscal years. Datadog grew faster (27.7% against 19.2%). Datadog kept more of each dollar of sales as profit: a net margin of 3.1% against 1.5%. Hubspot carries less debt relative to equity (0.0% against 26.4%).
| Latest fiscal year | DatadogDDOG, 2025 | HubspotHUBS, 2025 |
|---|---|---|
| Revenue | $3.43bn | $3.13bn |
| Revenue growth | 27.7% | 19.2% |
| Net income | $108m | $45.9m |
| Operating margin | -1.3% | 0.2% |
| Net margin | 3.1% | 1.5% |
| Return on equity | 3.3% | 2.3% |
| Free cash flow | $1.00bn | $708m |
| Cash | $401m | $882m |
| Total debt | $983m | $0 |
| Debt to equity | 26.4% | 0.0% |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | — | $500m |
| Employees | 8,100 | 8,882 |
| Market value | $82.05bn | $11.24bn |
| Price vs our value range | Above our value range | Within our value range |
| Moat score | 55 (Moderate) | 53 (Moderate) |
| Insider trades, 12 months | 0 buys, 700 sales | 4 buys, 17 sales |