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Cloud monitoring platform that helps companies watch their servers, apps and infrastructure for problems in real time.
Cloud monitoring platform that helps companies watch their servers, apps and infrastructure for problems in real time.
Charges on usage: customers pay per server monitored or per volume of logs and traces analysed, so bills rise as their cloud estates grow, and it expands by getting existing customers to add more of its products.
Moat: narrow (switching costs, network effects). Hundreds of integrations and embedded dashboards make switching monitoring vendors disruptive.
Headquarters: New York, New York, US · Founded: 2010 · Employees: 8,100
Size Datadog (DDOG) is a United States Information Technology company (Packaged Software) with a market value of $64.3B, the 205th largest of 3,117 United States companies the cockpit tracks. Shares closed at $179.04 on 6 Nov 2026.
Performance Over six months the shares fell 10.6%, against +4.9% for the median peer and -1.1% for the United States market (cap-weighted) — 6th lowest of 20 in its peer set.
Growth Revenue grew 33.2% over the last twelve months (peer median +20.5%); the operating margin is 2.3% (peer median 14.2%).
Valuation It trades at 61.0× forward earnings against a peer median of 21.3× (2nd most expensive of 19).
Capital Return on invested capital runs 2.2 points below its cost of capital (12.2% WACC).
Backlog Backlog (remaining performance obligations) was $3.85B at 30 Sep 2026, up 38% on a year earlier — 0.9 years of trailing revenue. Backlog detail →
Credit Datadog has 1 bond outstanding ($1.00B).
Short interest Short interest is 3.0% of the free float (15 Oct 2026).
Next results Next results expected around 18 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $4.28B | $3.43B | $2.68B | $2.13B | $1.68B |
| Revenue growth | — | +28% | +26% | +27% | — |
| Gross profit | $3.40B | $2.74B | $2.17B | $1.72B | $1.33B |
| EBITDA | $259M | $78.2M | $161M | $50.2M | $3.94M |
| Net income | $262M | $108M | $184M | $48.6M | -$50.2M |
| Free cash flow | $1.23B | $1.00B | $836M | $632M | $383M |
| Capital expenditure | $158M | $135M | $95.5M | $62.4M | $64.9M |
| Total debt | $1.31B | $1.28B | $1.84B | $902M | $838M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Datadog DDOG | $64.3B | -11% | +33% | 2% | 61.0× | n/a |
| Dynatrace DT | $12.5B | +7% | +18% | 14% | 22.6× | 18.8% |
| Cisco CSCO | $369B | -3% | +12% | 25% | 18.4× | 15.0% |
| Elastic ESTC | $9.12B | +65% | +16% | -1% | 24.4× | 13.0% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | DDOG | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -34.6% | +3.5% | 3rd lowest of 21 |
| 6-month return | -10.6% | +4.9% | 6th lowest of 20 |
| Distance from 52-week high | -40.5% | -31.4% | 9th lowest of 21 |
| Revenue growth (TTM) | +33.2% | +20.5% | 6th highest of 21 |
| Operating margin | 2.3% | 14.2% | 5th lowest of 21 |
| Forward P/E | 61.0× | 21.3× | 2nd most expensive of 19 |
| ROIC minus cost of capital | -2.2 pp | -0.8 pp | 10th lowest of 21 |
| Net debt / EBITDA | -15.1× | 0.4× | 2nd least indebted of 19 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Datadog DDOG | United States | $64.3B | -11% | +33% | 2% | 61.0× | n/a | n/a |
| Autodesk ADSK | United States | $54.7B | +7% | +19% | 23% | 20.1× | 18.1% | +13.7% |
| Constellation Software CSU.TO | Canada | $53.3B | +37% | +17% | 16% | 19.7× | 11.2% | +25.0% |
| Prosus PRX.AS | Netherlands | $83.9B | -3% | +45% | 3% | 10.1× | 55.8% | +13.8% |
| Synopsys SNPS | United States | $86.3B | -13% | +46% | 12% | 25.6× | 39.2% | +13.9% |
| Roper Technologies ROP | United States | $47.2B | +39% | +9% | 28% | 19.7× | 12.7% | +10.2% |
| Cadence Design Systems CDNS | United States | $87.8B | -12% | +18% | 30% | 34.0× | 29.9% | +14.6% |
| Intuit INTU | United States | $91.3B | -14% | +14% | 29% | 14.8× | 3.1% | +17.4% |
| Adobe ADBE | United States | $93.1B | -5% | +12% | 36% | 8.9× | 0.9% | +13.1% |
| SNOW SNOW | United States | $97.3B | +81% | +32% | -22% | 108.4× | 41.3% | +51.2% |
| ServiceNow NOW | United States | $106B | +12% | +22% | 13% | 22.4× | 29.5% | +24.1% |
| Dassault Systemes DSY.PA | France | $39.0B | +32% | 0% | 26% | 19.2× | 8.3% | +7.0% |
| Atlassian TEAM | United States | $38.7B | +5% | +26% | 4% | 28.7× | 44.7% | +25.8% |
| NBIS NBIS | United States | $35.2B | -8% | +461% | -49% | n/a | n/a | n/a |
| Zscaler ZS | United States | $32.2B | +30% | +25% | -4% | 40.5× | 20.7% | +37.9% |
| AppLovin APP | United States | $131B | -16% | +29% | 78% | 20.0× | 28.2% | +30.4% |
| Twilio TWLO | United States | $31.3B | 0% | +19% | 8% | 30.7× | 38.2% | +23.5% |
| Okta OKTA | United States | $29.5B | +101% | +11% | 8% | 41.3× | 39.2% | +28.4% |
| Bending Spoons BSP | United States | $27.9B | n/a | +95% | 21% | 25.6× | 45.5% | +94.7% |
| Amadeus IT AMS.MC | Spain | $27.4B | +18% | +4% | 27% | 17.8× | 4.3% | +24.6% |
| Z.AI Co., Ltd. -H- Reg S 2513.HK | Hong Kong | $26.5B | -56% | +132% | -272% | n/a | n/a | n/a |
Datadog has 1 bond outstanding with $1.00B face value.
Datadog reported $3.85B of remaining performance obligations at 30 Sep 2026, up 38% from a year earlier and up 11% from the previous quarter. That is 0.9 years of trailing revenue already under contract. Book-to-bill last quarter: 1.31.