# Datadog, Inc. Class A Common Stock (DDOG) — Stock CV

Datadog, Inc. 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.

> 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.

## Identity

- **Ticker**: DDOG
- **Sector**: Technology
- **Industry**: Services-Prepackaged Software
- **Headquarters**: NEW YORK, NY
- **Employees**: 8 100
- **Website**: https://www.datadog.com
- **Market cap**: $105B
- **Last price**: $292.70
- **Financial profile**: Strong

## Vitals (TTM)

- **Revenue**: $3.97B
- **Net income**: $178M
- **Free cash flow**: $1.18B
- **Net cash**: $3.20B
- **P/E**: 593.0
- **Revenue growth (YoY)**: 31.5%

## Skills (profile scores, 0–100)

| Pillar | Score |
|---|---|
| Valuation | 10 |
| Growth | 50 |
| Profitability | 36 |
| Health | 75 |
| Quality | 90 |
| Moat | 55 |

## Qualifications (beginner checklist) — 6 of 10 passed

- [x] Revenue growing — +31.5% YoY
- [x] Profitable — $178M TTM
- [ ] Profit growing — -41.4% YoY
- [x] Generates cash — $1.18B TTM
- [x] Debt under control — more cash than debt
- [x] Established company — $105B market cap
- [ ] Not printing shares — +17.6% shares over ~5y
- [ ] Proven track record — 3/7 profitable years
- [x] Financially stable — Altman Z 21.3 — safe
- [ ] Valuation not extreme — P/E 593.0

## Experience (career milestones)

- **2025** — Datadog acquired Metaplane, a data observability company, to expand its monitoring capabilities for…
- **FY2024** — Best year on record: $184M net income
- **FY2023** — Turned profitable: $48.6M net income after a loss year
- **2023** — Datadog acquired Codiga, a static code analysis platform, expanding its software development…
- **FY2021** — Revenue crossed $1B: $1.03B for the year
- **2021** — Datadog completed its acquisition of Sqreen, a cloud application security company, expanding its…
- **FY2019** — Positive free cash flow every year since: 7-year streak
- **2019** — Prior to Datadog's initial public offering (IPO) in September 2019, the company was offered over $7 billion to be…
- **2016** — Datadog announced the beta-release of Application Performance Monitoring in 2016, offering for the first time a…
- **2010** — Datadog was founded in New York City in 2010 by Olivier Pomel and Alexis Lê-Quôc, who met while undergraduates at…

## 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

## Track record

| Year | Revenue | Net income | Free cash flow |
|---|---|---|---|
| FY2021 | $1.03B | -$20.7M | $277M |
| FY2022 | $1.68B | -$50.2M | $383M |
| FY2023 | $2.13B | $48.6M | $632M |
| FY2024 | $2.68B | $184M | $836M |
| FY2025 | $3.43B | $108M | $1.00B |

---

Source: https://stockcv.com/DDOG — derived from company filings; may be delayed or incomplete. Information, not investment advice.