Datadog, Inc. DDOG NDXSPXR3KAITECH
Company Overview
Datadog, Inc. operates an observability and security platform for cloud applications in the United States and internationally. The company's products comprise infrastructure and application performance monitoring, log management, observability pipelines, synthetics, real user monitoring, product analytics, continuous profiler, database monitoring, data observability, LLM observability, error tracking, network monitoring, incident response, workflow automation and App builder, event management, bits AI SRE, cloud cost management, cloud security, code security, cloud SIEM, threat management, sensitive data scanner, and CI visibility. Datadog, Inc. was incorporated in 2010 and is headquartered in New York, New York.
Why Investors Should Care
Revenue has grown at a 55.4% CAGR over the past five years.
Carries low leverage with a debt-to-equity ratio of 0.29.
Generates positive free cash flow, funding growth and shareholder returns internally.
Recent Developments
- Dec 2025 Revenue of $3.43B (+27.7% YoY); net profit $107.74M.
- Trailing 12 Months Year-on-year growth — revenue +35.6%, earnings +1469.4%.
- 5-Year Trend Long-term compounding — revenue CAGR 55.4%.
Growth & Price Performance
Compounded Sales Growth
| 5 Years: | 55.40% |
| 1 Year: | 35.60% |
Compounded Profit Growth
| 5 Years: | - |
| 1 Year: | 1,469.40% |
Stock Price Performance
| 1 Year: | +65.43% |
| 6 Months: | +69.33% |
| 3 Months: | -9.05% |
| 1 Month: | -7.14% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
LLM Observability + Bits AI assistant; serves AI-native customers (OpenAI, Anthropic, Mistral).
- AI observability Datadog monitors AI/LLM applications (LLM Observability) and the infrastructure running them — a new product line as enterprises deploy AI.
- Bits AI assistant Its Bits AI GenAI assistant helps engineers investigate and resolve incidents faster.
- AI-native customer cohort AI-native companies are a fast-growing customer segment driving usage-based revenue.
- Observability leader monetising AI both as a product (LLM monitoring) and a usage tailwind.
- Strong ~32% revenue growth with a usage-based model that compounds with cloud/AI adoption.
- AI-native customers are an accelerating growth cohort.
- Rich valuation and usage sensitivity to customer optimisation are risks.
Curated from public filings and analyst commentary; figures are illustrative.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
- Compounding revenue at 55.4% over 5 years.
- Generates positive free cash flow.
- In a confirmed uptrend (50-DMA above 200-DMA).
CONS
- Trading at a high P/E of 425.9.
- Trading 26.1% below its 52-week high.
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Peer comparison
Peer companies in the same sector (Technology).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | DDOG Datadog, Inc. NDXSPXR3KAITECH | 212.93 | 425.86 | $70.44B | 0.00% | -0.88% | 4.70% | 55.40% | - |
| 2 | NVDA NVIDIA Corporation NDXSPXR3KAITECH | 230.36 | 35.28 | $5.58T | 0.46% | 74.66% | 114.29% | 24.64% | 32.12% |
| 3 | AAPL Apple Inc. NDXSPXR3KTECH | 319.97 | 36.69 | $4.67T | 0.35% | 68.72% | 148.75% | 1.81% | 3.92% |
| 4 | MSFT Microsoft Corporation NDXSPXR3KAITECH | 499.70 | 27.85 | $3.71T | 0.73% | 26.33% | 34.04% | 9.93% | 11.90% |
| 5 | TSM Taiwan Semiconductor Manufacturing Company Limited AITECH | 426.34 | 37.46 | $2.21T | 0.91% | 30.20% | 39.97% | 18.94% | 19.57% |
| 6 | AVGO Broadcom Inc. NDXSPXR3KAITECH | 357.90 | 59.55 | $1.70T | 0.62% | 16.70% | 37.28% | 17.04% | 54.08% |
| 7 | MU Micron Technology, Inc. NDXSPXR3KAITECH | 1,016.59 | 22.97 | $1.15T | 0.06% | 13.69% | 66.64% | 13.68% | 26.02% |
| 8 | AMD Advanced Micro Devices, Inc. NDXSPXR3KAITECH | 477.57 | 122.14 | $779.62B | 0.00% | 5.47% | 10.20% | 11.81% | 66.28% |
| 9 | ASML ASML Holding N.V. NDXAITECH | 1,714.88 | 58.49 | $658.69B | 0.53% | 42.97% | 53.94% | 15.55% | 19.55% |
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Quarterly Results
Figures in USD.
| Metric | Sep 2018 | Mar 2019 | Jun 2019 | Sep 2019 | Mar 2020 | Jun 2020 | Sep 2020 | Mar 2021 | Jun 2021 | Sep 2021 | Mar 2022 | Jun 2022 | Sep 2022 | Mar 2023 | Jun 2023 | Sep 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 51.07M | 70.05M | 83.22M | 95.86M | 131.25M | 140.01M | 154.68M | 198.55M | 233.55M | 270.49M | 363.03M | 406.14M | 436.53M | 481.71M | 509.46M | 547.54M | 611.25M | 645.28M | 690.02M | 761.55M | 826.76M | 885.65M | 1.01B | 1.12B |
| Gross Profit | 38.98M | 51.10M | 62.24M | 72.57M | 104.77M | 111.13M | 120.69M | 151.88M | 176.45M | 207.16M | 288.57M | 324.21M | 342.93M | 381.80M | 407.61M | 444.22M | 501.15M | 521.78M | 552.26M | 603.92M | 660.78M | 709.19M | 797.20M | 881.34M |
| Operating Income | -4.63M | -9.66M | -3.99M | -4.22M | 3.78M | 654.00K | -9.27M | -12.83M | -9.89M | -4.89M | 10.41M | -3.14M | -31.34M | -34.97M | -22.01M | -4.23M | 12.00M | 12.62M | 20.28M | -12.42M | -35.50M | -5.81M | 7.33M | 5.46M |
| Net Income | -4.67M | -9.49M | -3.95M | -4.16M | 6.48M | 284.00K | -15.15M | -13.07M | -9.36M | -5.48M | 9.74M | -4.88M | -25.98M | -24.09M | -3.97M | 22.63M | 42.63M | 43.82M | 51.70M | 24.64M | 2.65M | 33.88M | 52.57M | 44.56M |
| Diluted EPS | -0.06 | -0.12 | -0.05 | - | 0.02 | 0.00 | -0.05 | -0.04 | -0.03 | -0.02 | 0.03 | -0.02 | -0.08 | -0.08 | -0.01 | 0.06 | 0.12 | 0.12 | 0.14 | 0.07 | 0.01 | 0.10 | 0.15 | 0.12 |
| R&D Expense | 14.16M | 22.82M | 24.03M | 28.68M | 40.82M | 45.66M | 56.44M | 79.27M | 94.78M | 112.67M | 150.61M | 177.70M | 205.39M | 229.48M | 239.49M | 240.22M | 269.99M | 274.60M | 291.80M | 341.06M | 387.48M | 401.98M | 435.30M | 477.97M |
Profit & Loss (Annual)
Figures in USD.
| Metric | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 100.76M | 198.08M | 362.78M | 603.47M | 1.03B | 1.68B | 2.13B | 2.68B | 3.43B |
| Gross Profit | 77.35M | 151.55M | 273.83M | 473.27M | 794.54M | 1.33B | 1.72B | 2.17B | 2.74B |
| Operating Income | -2.96M | -11.03M | -20.14M | -13.77M | -19.16M | -58.70M | -33.46M | 54.28M | -44.37M |
| Net Income | -2.57M | -10.76M | -16.71M | -24.55M | -20.75M | -50.16M | 48.57M | 183.75M | 107.74M |
| Diluted EPS | -0.04 | -0.15 | -0.12 | -0.08 | -0.07 | -0.16 | 0.14 | 0.52 | 0.31 |
| R&D Expense | 24.73M | 55.18M | 111.42M | 210.63M | 419.77M | 752.35M | 962.45M | 1.15B | 1.55B |
Balance Sheet (Annual)
Figures in USD.
| Metric | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Total Assets | - | - | 179.75M | 1.04B | 1.89B | 2.38B | 3.00B | 3.94B | 5.79B | 6.64B |
| Total Equity | -81.69M | -75.70M | -76.04M | 782.34M | 957.43M | 1.04B | 1.41B | 2.03B | 2.71B | 3.73B |
| Cash & Equivalents | - | 60.02M | 53.64M | 597.30M | 224.93M | 270.97M | 338.99M | 330.34M | 1.25B | 401.31M |
| Total Liabilities | - | - | 114.99M | 255.70M | 932.85M | 1.34B | 1.59B | 1.91B | 3.07B | 2.91B |
| Current Liabilities | - | - | 112.23M | 200.24M | 297.84M | 528.70M | 759.75M | 1.00B | 1.86B | 1.59B |
Cash Flows (Annual)
Figures in USD.
| Metric | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | 13.83M | 10.83M | 24.23M | 109.09M | 286.55M | 418.41M | 659.95M | 870.60M | 1.05B |
| Investing Cash Flow | -12.76M | -17.46M | -202.22M | -1.15B | -273.74M | -384.67M | -731.37M | -736.84M | -1.33B |
| Financing Cash Flow | 462.00K | 7.78M | 714.22M | 670.28M | 34.94M | 36.02M | 58.28M | 787.08M | -572.48M |
| Capital Expenditure | -2.35M | -9.66M | -13.31M | -5.42M | -9.96M | -35.26M | -27.59M | -34.72M | -49.58M |
| Free Cash Flow | 11.48M | 1.17M | 10.92M | 103.68M | 276.59M | 383.15M | 632.37M | 835.88M | 1.00B |
Ratios (Annual)
Figures in %.
| Metric | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|
| Gross Margin % | 76.8% | 76.5% | 75.5% | 78.4% | 77.2% | 79.3% | 80.7% | 80.8% | 80.0% |
| Operating Margin % | -2.9% | -5.6% | -5.6% | -2.3% | -1.9% | -3.5% | -1.6% | 2.0% | -1.3% |
| Net Margin % | -2.6% | -5.4% | -4.6% | -4.1% | -2.0% | -3.0% | 2.3% | 6.8% | 3.1% |
| ROE % | 3.4% | 14.2% | -2.1% | -2.6% | -2.0% | -3.6% | 2.4% | 6.8% | 2.9% |
| ROCE % | - | -16.3% | -2.4% | -0.9% | -1.0% | -2.6% | -1.1% | 1.4% | -0.9% |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Blackrock Inc. | 10.61% | 35.55M | $8.42B |
| 2 | Vanguard Capital Management LLC | 6.45% | 21.60M | $5.12B |
| 3 | FMR, LLC | 5.90% | 19.76M | $4.68B |
| 4 | Vanguard Portfolio Management LLC | 5.24% | 17.56M | $4.16B |
| 5 | State Street Corporation | 4.39% | 14.71M | $3.49B |
| 6 | Invesco Ltd. | 3.95% | 13.23M | $3.13B |
| 7 | Price (T.Rowe) Associates Inc | 3.18% | 10.64M | $2.52B |
| 8 | Geode Capital Management, LLC | 2.85% | 9.54M | $2.26B |
| 9 | Jupiter Topco LLC | 2.07% | 6.94M | $1.65B |
| 10 | Jennison Associates LLC | 2.05% | 6.86M | $1.63B |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for DDOG
Datadog (DDOG) Rides The AI And Cloud Narrative, Is The Stock Fully Valued? - Yahoo Finance
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Saudi Central Bank Has $5.69 Million Stake in Datadog, Inc. $DDOG - marketbeat.com
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Datadog (NASDAQ: DDOG) director to sell 5,625 shares after 10b5-1 trade - Stock Titan
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Datadog (DDOG) Stock Could Be 25% Undervalued After Product Adoption Growth - Yahoo Finance
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Groupe la Francaise Has $18.98 Million Holdings in Datadog, Inc. $DDOG - marketbeat.com
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CFO at Datadog (NASDAQ: DDOG) sells shares to cover taxes - Stock Titan
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DDOG — Frequently Asked Questions
What is the current share price of Datadog, Inc. (DDOG)?
As of 2026-09-07 16:24 PDT, Datadog, Inc. (DDOG) trades at $212.93 on NasdaqGS. Its 52-week range is $102.62 to $288.15.
What is the market capitalisation of DDOG?
Datadog, Inc. (DDOG) has a market capitalisation of $70.44B on NasdaqGS.
What is the P/E ratio of DDOG?
DDOG trades at a trailing price-to-earnings (P/E) ratio of 425.86. The industry average P/E is 32.42. Its price-to-book (P/B) ratio is 20.87.
What is the return on equity (ROE) of DDOG?
DDOG has a return on equity (ROE) of 4.70%. Its return on capital employed (ROCE) is -0.88%.
Is DDOG a good stock to buy?
This page provides a data-driven analysis of Datadog, Inc. (DDOG), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.