Company Deep Dive

Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.

Request Deep Dive(50 Feathers)

DDOG

HoldPremium Grower

Datadog, Inc. · Technology · United States · $85.1B · Avg Vol: $1.1B/d

61
StockRank
Get insider-trade alerts
Q
60
V
10
M
85
P/E (TTM)
434.6x
ROE
4.7%
D/E
0.3x
Dividend %

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)

Year2022202320242025CAGRTTM2026E2027EFwd CAGR
Revenue1.7B2.1B2.7B3.4B26.9%4.0B4.5B5.5B26.3%
EPS-0.160.150.550.3143.8%0.490.380.4520.3%
Shares319.2M331.1M342.1M352.5M+10.4%334.9M
Debt837.5M902.3M1.8B1.3B15.2%1.3B
Equity1.4B2.0B2.7B3.7B38.3%
Op CF418.4M660.0M870.6M1.1B35.9%1.2B
Inv CF-384.7M-731.4M-736.8M-1.3B
Fin CF36.0M58.3M787.1M-572.5M
Loading 1Y...
PRICE (1Y)-14.7%
209229249268288Jul 29Aug 19Sep 9
SMA 50SMA 200

Close
$225.27
RSI (14)
45.7
52W High
$292.72
From 52W High
0.8%

SCORE BREAKDOWN

Quality
60
ROIC
4.2%39.6
ROE
4.7%40.2
GP/Assets
47.5%86.8
Op. Margin
0.7%28.7
FCF/Assets
16.9%92.9
Piotroski
661.1
Int. Cover
16.6x57.1
D/E Ratio
0.29x41.1
Current Ratio
3.21x74.7
Value
10
P/E (TTM)
434.6x2.4
EV/EBITDA
877.6x0.8
P/FCF
76.0x27.8
P/B
17.5x5.3
P/S
19.3x7.4
Div Yield
N/A
Momentum
85
52W High %
77%71.6
RS 6M
70%91.8
SMA 50/200
1.40x95.2
EPS Rev 4W
+2.9%68.4
EPS Rev 12W
+4.3%77.3
EPS Improve
+506%93.3
Q Growth
1583%97.0

FUNDAMENTALS

Market Cap
$85.1B
P/E (Forward)
71.7x
Gross Margin
79.5%

SECTOR PEERS

Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of DDOG are excluded.

TickerCompanyMkt CapStockRankSignal
DDOGDatadog, Inc.(you)$85.1B61Hold
INTUIntuit Inc.$97.9B61Hold
CDNSCadence Design Systems, Inc.$93.7B57Hold
ADSKAutodesk, Inc.$55.0B64Hold
TEAM.MXAtlassian Corporation$49.1B59Hold
CSU.TOConstellation Software Inc.$46.4B60Hold
PAYXPaychex, Inc.$45.2B62Hold
SHOP.TOShopify Inc.$183.1B57Hold
UBERUber Technologies, Inc.$161.0B67Buy
ROPRoper Technologies, Inc.$42.2B69Buy

Peer medians: ROE 7.6% · P/E 28.3x · Gross margin 32.4%

Datadog, Inc. (DDOG): Stock Score Summary

Datadog, Inc. (DDOG) has a MoatMap StockRank of 61/100 based on Quality (60/100), Value (10/100), and Momentum (85/100) factor scores. The current signal is HOLD.

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.

Key Financial Metrics

Price$225.27
Market Cap$85.1B
P/E (TTM)434.55
P/E (Forward)71.73
Price/Book17.50
Return on Equity4.7%
Return on Invested Capital4.2%
Debt/Equity0.29x
Gross Margin79.5%
Operating Margin0.7%
Revenue Growth35.6%
Free Cash Flow$1.1B

Datadog, Inc. operates in the Software - Application industry, part of the Technology sector (United States).

Frequently Asked Questions

What is Datadog, Inc.’s (DDOG) StockRank?
MoatMap’s StockRank for Datadog, Inc. (DDOG) is 61/100, with a Hold signal. It is a composite of Quality (60), Value (10), and Momentum (85) factor ranks across MoatMap’s universe of 25,000+ stocks.
Does Datadog, Inc. have an economic moat?
Datadog, Inc. (DDOG) has a Quality factor score of 60/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage: the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is Datadog, Inc. a buy, hold, or sell?
MoatMap’s current signal for Datadog, Inc. (DDOG) is Hold, based on a StockRank of 61/100. Signals are derived mechanically from the StockRank composite and should be one input among many; combine with your own thesis on management, competitive position, and valuation.
What sector is Datadog, Inc. in?
Datadog, Inc. (DDOG) operates in the Technology sector, specifically the Software - Application industry (United States).