Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
DDOG
HoldPremium GrowerDatadog, Inc. · Technology · United States · $85.1B · Avg Vol: $1.1B/d
COMPANY DESCRIPTION
Datadog, Inc. offers a leading cloud-native monitoring and analytics platform that provides unified observability across an organization's entire technology stack, including applications, infrastructure, and logs. Its competitive moat is built on its comprehensive integration capabilities, which simplify complex IT environments, and strong network effects from its extensive ecosystem of third-party integrations. Datadog's continuous innovation and user-friendly interface position it as a critical tool for DevOps and SRE teams managing modern, distributed systems.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 1.7B | 2.1B | 2.7B | 3.4B | 26.9% | 4.0B | 4.5B | 5.5B | 26.3% |
| EPS | -0.16 | 0.15 | 0.55 | 0.31 | 43.8% | 0.49 | 0.38 | 0.45 | 20.3% |
| Shares | 319.2M | 331.1M | 342.1M | 352.5M | +10.4% | 334.9M | — | — | — |
| Debt | 837.5M | 902.3M | 1.8B | 1.3B | 15.2% | 1.3B | — | — | — |
| Equity | 1.4B | 2.0B | 2.7B | 3.7B | 38.3% | — | — | — | — |
| Op CF | 418.4M | 660.0M | 870.6M | 1.1B | 35.9% | 1.2B | — | — | — |
| Inv CF | -384.7M | -731.4M | -736.8M | -1.3B | — | — | — | — | — |
| Fin CF | 36.0M | 58.3M | 787.1M | -572.5M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of DDOG are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| DDOG | Datadog, Inc.(you) | $85.1B | 61 | Hold |
| INTU | Intuit Inc. | $97.9B | 61 | Hold |
| CDNS | Cadence Design Systems, Inc. | $93.7B | 57 | Hold |
| ADSK | Autodesk, Inc. | $55.0B | 64 | Hold |
| TEAM.MX | Atlassian Corporation | $49.1B | 59 | Hold |
| CSU.TO | Constellation Software Inc. | $46.4B | 60 | Hold |
| PAYX | Paychex, Inc. | $45.2B | 62 | Hold |
| SHOP.TO | Shopify Inc. | $183.1B | 57 | Hold |
| UBER | Uber Technologies, Inc. | $161.0B | 67 | Buy |
| ROP | Roper Technologies, Inc. | $42.2B | 69 | Buy |
Peer medians: ROE 7.6% · P/E 28.3x · Gross margin 32.4%