Datadog vs Trimble
Datadog and Trimble are similar in size: $3.43bn and $3.59bn of revenue in their latest fiscal years. Datadog grew faster (27.7% against -2.6%). Trimble kept more of each dollar of sales as profit: a net margin of 11.8% against 3.1%.
| Latest fiscal year | DatadogDDOG, 2025 | TrimbleTRMB, 2025 |
|---|---|---|
| Revenue | $3.43bn | $3.59bn |
| Revenue growth | 27.7% | -2.6% |
| Net income | $108m | $424m |
| Operating margin | -1.3% | — |
| Net margin | 3.1% | 11.8% |
| Return on equity | 3.3% | 7.3% |
| Free cash flow | $1.00bn | $361m |
| Cash | $401m | $253m |
| Total debt | $983m | $1.39bn |
| Debt to equity | 26.4% | — |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | — | $863m |
| Employees | 8,100 | 11,500 |
| Market value | $82.05bn | $15.32bn |
| Price vs our value range | Above our value range | Above our value range |
| Moat score | 55 (Moderate) | 69 (Moderate) |
| Insider trades, 12 months | 0 buys, 700 sales | 0 buys, 16 sales |