Datadog is a cloud-native company that focuses on analyzing machine data. The firm's product portfolio, delivered via software as a service, enables clients to monitor and analyze their entire information technology infrastructure, from servers to applications and Python scripts.
It is a $105B technology company. Revenue grew 31.5% over the last year, it keeps 4¢ of every dollar of sales as profit, and it holds more cash than debt. It trades at 593.0× earnings — in the most expensive third of its own history.
- Website
- datadog.com
- Location
- New York, NY
- Employees
- 8 100
- Sector
- Technology
- Founded
- 2010
Skills
Six independent scores, 0–100, built from reported numbers and valuation history. Click a row to see how it was scored.
Strong health and quality; Valuation and Profitability lag behind.
Valuation10
- P/E vs own history79th pct · 5/25
- FCF yield1.1% · 5/25
- P/S26.5x · 0/25
- EV/EBITDA6013.3x · 0/25
Growth50
- Revenue CAGR35.1% · 25/25
- Net income CAGRn/a · 0/25
- EPS CAGR ~5Yn/a · 0/25
- Fwd implied growth587.2% · 25/25
Profitability36
- ROIC20.1% · 20/25
- ROE4.6% · 5/25
- Net margin4.5% · 6/25
- Operating margin0.4% · 5/25
Health75
- Altman Z21.32 · 25/25
- Current ratio3.20 · 25/25
- Interest coverage-1.6x · 0/25
- Net cash / debtNet cash · 25/25
Quality90
- Piotroski F5/9 · 15/25
- Beneish M-2.93 · 25/25
- FCF conversion666% · 25/25
- Margin stabilityσ 3.1% · 25/25
Moat55
- ROIC >12% years0/6 yrs · 0/25
- Median gross margin79.3% · 25/25
- FCF-positive years7/7 yrs · 25/25
- Worst-year net marginworst -4.6% · 5/25
Experience
The company's career so far — founding, the IPO, landmark products and acquisitions, plus revenue milestones and insider buying.
- 2025AcquisitionDatadog acquired Metaplane, a data observability company, to expand its monitoring capabilities for…
- FY2024FinancialBest year on record$184M net income
- FY2023FinancialTurned profitable$48.6M net income after a loss year
- 2023AcquisitionDatadog acquired Codiga, a static code analysis platform, expanding its software development…
- FY2021FinancialRevenue crossed $1B$1.03B for the year
- 2021AcquisitionDatadog completed its acquisition of Sqreen, a cloud application security company, expanding its…
- FY2019FinancialPositive free cash flow every year since7-year streak
- 2019IPOPrior to Datadog's initial public offering (IPO) in September 2019, the company was offered over $7 billion to be…
- 2016MilestoneDatadog announced the beta-release of Application Performance Monitoring in 2016, offering for the first time a…
- 2010FoundedDatadog was founded in New York City in 2010 by Olivier Pomel and Alexis Lê-Quôc, who met while undergraduates at…
Achievements
Verifiable track record, straight from the reported numbers.
Strengths & watch-outs
What a bull and a bear would each point to. Both lists come from the reported numbers, not opinions.
Strengths
- High gross margin (79.5%)
- Revenue growing 31.5% year over year
- Strong cash conversion — FCF is 29.8% of revenue
- Net cash position after subtracting debt from cash
- High returns on invested capital (ROIC 20.1%)
Watch-outs
- Thin interest coverage (-1.6×)
- Loss-making in 4 of the recent years
Qualifications
The basics a company should meet before you research it further. Each check uses the reported numbers.
- Revenue growing — the company sells more than a year ago+31.5% YoY
- Profitable — makes more than it spends$178M TTM
- Profit growing — earnings are higher than last year-41.4% YoY
- Generates cash — cash left after running and investing$1.18B TTM
- Debt under control — could handle its obligationsmore cash than debt
- Established company — not a micro-cap — lower blow-up risk$105B market cap
- Not printing shares — share count not ballooning — you keep your slice+17.6% shares over ~5y
- Proven track record — years of profitability behind it3/7 profitable years
- Financially stable — balance sheet not near distressAltman Z 21.3 — safe
- Pays a dividend — returns cash to shareholdersno data
- Valuation not extreme — price not wildly above earningsP/E 593.0
Peer comparisonDatadog, Inc. vs 6 largest technology peers — cap, P/E, growth and margin side by sideOpen ▾Close ▴
| Company | Market cap | P/E | Revenue growth | Net margin | Profile |
|---|---|---|---|---|---|
| DDOG this company | $105.1B | 593.0 | +31.5% | 4.5% | Strong |
| NVDA Nvidia Corp | $5.5T | 28.6 | +83.4% | 63.7% | Mixed |
| AAPL Apple Inc. | $4.9T | 38.1 | +14.2% | 27.6% | Strong |
| GOOGL Alphabet Inc. | $4.3T | 17.6 | +20.1% | 54.8% | Mixed |
| MSFT Microsoft Corp | $4.0T | 29.7 | +17.8% | 40.3% | Strong |
| SPCX Space Exploration Technologies Corp. | $2.1T | — | +33.2% | -34.0% | Strained |
| META Meta Platforms, Inc. | $1.8T | 26.9 | +27.7% | 29.8% | Mixed |
Head-to-head: DDOG vs NVDA · DDOG vs AAPL · DDOG vs GOOGL
References
What covering analysts publish about the company — information only, not a recommendation.
Appendix · Financial records
The full statements behind this CV, FY2019–FY2025. For readers who want to check the numbers.
Live data and quarterly detail: stockcv.com/DDOG
Want the live picture — intraday moves, valuation history and full analysis?
Deeper analysis of DDOG on PreMarketPriceFigures are derived from company filings (quarterly values normalised from as-filed year-to-date data where applicable) and may be delayed, restated or incomplete. This page is information, not investment advice. Latest price $292.70 · market cap $105B.