Datadog Inc Class A DDOG

Morningstar Rating
$116.22 +2.24 (1.97%)
View Full Chart

Company Report

Datadog Remains a Leader in Observability as Enterprise Penetration Remains Robust

We believe Datadog is poised for success in the observability market. Datadog's observability platform benefits from secular tailwinds driving an exponential increase in machine data for companies to monitor and analyze. In our view, the firm's sticky product portfolio, combined with a broad range of capabilities, has helped Datadog build a narrow economic moat around its business.

Price vs Fair Value

DDOG is trading at a 738% premium.
Price
$116.22
Fair Value
$946.00
Uncertainty
Very High
1-Star Price
$714.81
5-Star Price
$74.20
Economic Moat
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Capital Allocation
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Bulls Say, Bears Say

Bulls

Datadog has strong secular tailwinds as the FSMA market is expected to grow rapidly.

Bears

Datadog's product portfolio currently lacks the comprehensiveness of Splunk's platform, leading to lost sales when the two go head-to-head in the enterprise space.

News

Trading Information

Previous Close Price
$113.98
Day Range
$113.53116.69
52-Week Range
$77.81138.61
Bid/Ask
$115.05 / $116.50
Market Cap
$39.18 Bil
Volume/Avg
3.2 Mil / 3.2 Mil

Key Statistics

Price/Earnings (Normalized)
62.16
Price/Sales
17.88
Dividend Yield (Trailing)
0.00%
Dividend Yield (Forward)
0.00%
Total Yield

Company Profile

Datadog is a cloud-native company that focuses on analyzing machine data. The firm's product portfolio, delivered via software as a service, allows a client to monitor and analyze its entire IT infrastructure. Datadog's platform can ingest and analyze large amounts of machine-generated data in real time, allowing clients to utilize it for a variety of applications throughout their businesses.
Sector
Technology
Industry
Software - Application
Stock Style Box
Mid Growth
Total Number of Employees
5,200

Competitors

Valuation

Metric
DDOG
CSCO
ESTC
Price/Earnings (Normalized)
62.1614.1059.26
Price/Book Value
16.264.6410.35
Price/Sales
17.883.976.08
Price/Cash Flow
55.7614.0838.41
Price/Earnings
DDOG
CSCO
ESTC

Financial Strength

Metric
DDOG
CSCO
ESTC
Quick Ratio
1.950.691.75
Current Ratio
2.010.911.91
Interest Coverage
8.6811.80−3.43
Quick Ratio
DDOG
CSCO
ESTC

Profitability

Metric
DDOG
CSCO
ESTC
Return on Assets (Normalized)
16.15%13.79%6.82%
Return on Equity (Normalized)
30.95%33.36%22.02%
Return on Invested Capital (Normalized)
17.19%23.37%12.82%
Return on Assets
DDOG
CSCO
ESTC

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