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Stocks/Information Technology/Application Software

DatadogDDOG

Application Software · New York City, New York · In the S&P 500
Solid businessPricier than peers
$235.27−11.50%After hours: $236.50 (+0.52%)At the close, 30 Oct · Prices from CNBC, may be delayed
▲ 50.8% over 1 year
Datadog over 1 yearDaily close, $, to 30 Oct 2026
$100$200$300Nov2026MarMayJulSep$235.27$100$200$300NovMarJul$235.27
Source: Nasdaq daily closes
Market value$84.48B
Price to earnings466.2x
Forward P/E87.3x
Dividend yield–
Year to date+73.0%
One year+50.8%
Next earningsWed 4 Nov, before the open
SectorInformation Technology
52-week range (closes)
$102.61$293.26

Quality and valuation

How Datadog compares with other information technology stocks. A description, not a recommendation.

Datadog and 6 application software peers. Across: valuation (P/E) against the sector. Up: business quality against the sector. Hover or tap a logo for its numbers.

Business quality: about averageValuation: pricier than most

An average business among information technology companies, priced above most of them.

Datadog trades at 87.3 times the next 12 months of expected earnings, against a median of 22.2x for the 99 information technology stocks we cover. The quality score blends where it ranks on revenue growth, gross margin, operating margin and free-cash-flow margin (net margin for banks and insurers) over the last 12 months, from SEC filings.

  • Revenue grew faster than the sector median: +31.5% vs +20.6%
  • Keeps more of each sale (gross margin): 79.5% vs 61.5%
  • Less profitable (operating margin): 0.4% vs 17.0%
  • Turns more of its sales into cash: 29.8% vs 21.7%
DDOG trades at 87.3x forward earnings, above the sector medianForward p/e, Application Software peers
ADBE9.3xINTU14.3xORCL15.4xCRM15.7xSAP26.6xDDOG87.3xPLTR108.1xSNOW120.5xSector median 22.2xADBE9.3xINTU14.3xORCL15.4xCRM15.7xSAP26.6xDDOG87.3xPLTR108.1xSNOW120.5xSector median 22.2x
Source: CNBC quotes; Mostly Markets
At 470.5x earnings, DDOG is pricier than its average since Aug 2024Price over the last 12 months of reported (GAAP) diluted EPS
P/EUsual range (±1 s.d.)
200x400x600xAverage 382.4x20252026470.5x200x400x600xAverage 382.4x20252026470.5x
Source: Nasdaq prices; SEC filings

Financials

From Datadog's SEC filings, through the quarter ending 30 Jun 2026. Hover or tap a bar for its value.

Revenue grew 35.6% from a year earlierQuarterly revenue, $bn, latest Q2 ’26
$0.0bn$0.5bn$1.0bnQ3 ’24Q1 ’25Q3 ’25$1.1bnQ2 ’26$0.0bn$0.5bn$1.0bnQ3 ’24Q1 ’25Q3 ’25$1.1bnQ2 ’26
Source: SEC filings
Growth sped up to +35.6% last quarterRevenue growth, year on year, %
0%10%20%30%Q3 ’24Q1 ’25Q3 ’2535.6%Q2 ’260%20%Q3 ’24Q1 ’25Q3 ’2535.6%Q2 ’26
Source: SEC filings
Operating margin was 0.5% last quarterOperating income as a share of revenue, %
−4%−2%0%2%Q3 ’24Q1 ’25Q3 ’250.5%Q2 ’26−2%0%2%Q3 ’24Q1 ’25Q3 ’250.5%Q2 ’26
Source: SEC filings
Free cash flow was $1.2 billion over 12 monthsQuarterly free cash flow (operating cash flow minus capex), $m
$0m$100m$200m$300mQ3 ’24Q1 ’25Q3 ’25$306mQ2 ’26$0m$200mQ3 ’24Q1 ’25Q3 ’25$306mQ2 ’26
Source: SEC filings
Last 12 monthsDDOGSector median
Revenue growth+31.5%+20.6%
Gross margin79.5%61.5%
Operating margin0.4%17.0%
Free cash flow margin29.8%21.7%
Price to earnings466.2x33.1x

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Similar companies

Application Software, by market value.

CompanyPriceTodayYTDValue
PLTRPalantir Technologies$184.11−6.27%+3.6%$442B
ORCLOracle$130.67−6.37%−33.0%$396B
SAPSAP$235.02+0.41%−3.2%$289B
CRMSalesforce$229.17−0.75%−13.5%$189B
SNOWSnowflake$306.08−7.32%+39.5%$108B
ADBEAdobe$250.23+0.85%−28.5%$97.39B
INTUIntuit$341.09+2.99%−48.5%$91.15B
CDNSCadence Design Systems$327.89−4.34%+4.9%$89.97B