SuperworthDatadog DDOG
- Market cap
- $96.8B
- PE
- n/m
- a sliver of earnings
- Forward PE
- 101×
- 7y median 78.3×
- Price to sales
- 24.4×
- EV/EBIT
- n/m
- a sliver of operating profit
- Revenue, 12 months
- $4B
- +32% on a year ago
- Net margin
- 4.5%
- Free cash flow yield
- 1.2%
Datadog trades at 24.4× sales. Datadog's PE is not meaningful: its earnings over the last year are a sliver against its price. Revenue was $4B over the last twelve months, up 32% on a year earlier with a 4% net margin.
Charts
Financials
| Income statement | Q3 FY23 | Q4 FY23 | Q1 FY24 | Q2 FY24 | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| $547.5M+25% | $589.6M+26% | $611.3M+27% | $645.3M+27% | $690M+26% | $737.7M+25% | $761.6M+25% | $826.8M+28% | $885.7M+28% | $953.2M+29% | $1B+32% | $1.1B+36% | |
| Cost of revenue | $103.3M+10% | $104.8M+8% | $110.1M+10% | $123.5M+21% | $137.8M+33% | $144.2M+38% | $157.6M+43% | $166M+34% | $176.5M+28% | $186.9M+30% | $209.2M+33% | $240.1M+45% |
| Gross profit | $444.2M+30% | $484.8M+30% | $501.2M+31% | $521.8M+28% | $552.3M+24% | $593.5M+22% | $603.9M+21% | $660.8M+27% | $709.2M+28% | $766.3M+29% | $797.2M+32% | $881.3M+33% |
| R&D | $240.2M+17% | $253.3M+16% | $270M+18% | $274.6M+15% | $291.8M+22% | $316.3M+25% | $341.1M+26% | $387.5M+41% | $402M+38% | $417.9M+32% | $435.3M+28% | $478M+23% |
| SG&A | $208.2M+23% | $203.8M+8% | $219.2M+17% | $234.6M+23% | $240.2M+15% | $267.8M+31% | $275.3M+26% | $308.8M+32% | $313M+30% | $339M+27% | $354.6M+29% | $397.9M+29% |
| −$4.2M−87% | $27.7M | $12M | $12.6M | $20.3M | $9.4M−66% | −$12.4M | −$35.5M | −$5.8M | $9.4M−0% | $7.3M | $5.5M | |
| Interest expense | $1.3M−65% | $1.3M−57% | $1.4M−37% | $1.5M−3% | $1.6M+21% | $2.6M+105% | $3M+116% | $3.1M+108% | $2.4M+54% | $2.6M−2% | $3.1M+5% | $3.3M+6% |
| Pre-tax income | $24.3M | $57.3M | $46.2M | $47.8M | $56.1M+131% | $53.8M−6% | $31.8M−31% | $6.1M−87% | $35.7M−37% | $53.5M−1% | $58.9M+85% | $51.7M+750% |
| $1.7M−43% | $3.3M+3% | $3.6M−3% | $4M+30% | $4.4M+166% | $8.2M+151% | $7.2M+101% | $3.4M−13% | $1.8M−60% | $6.9M−16% | $6.4M−11% | $7.2M+109% | |
| Net income | $22.6M | $54M | $42.6M | $43.8M | $51.7M+128% | $45.6M−16% | $24.6M−42% | $2.6M−94% | $33.9M−35% | $46.6M+2% | $52.6M+113% | $44.6M+1583% |
| $0.06 | $0.15 | $0.12 | $0.12 | $0.14+133% | $0.13−13% | $0.07−42% | $0.01−92% | $0.10−29% | $0.13+0% | $0.15+114% | $0.12+1100% | |
| 351.3M+11% | 355.2M+12% | 356M+12% | 356.7M+11% | 357.6M+2% | 362.5M+2% | 363.1M+2% | 358.7M+1% | 362M+1% | 368.1M+2% | 364.7M+1% | 371M+3% |
EPS, diluted: 8 periods, Q4 FY18 to Q4 FY25: quarter's net income to common over its shares, to the cent.
Diluted shares: 3 periods, Q4 FY18 to Q4 FY22: a loss quarter: its basic count, share-days: the 12-month average less the 9-month, weighted by days. 4 periods, Q4 FY19 to Q4 FY25: share-days: the 12-month average less the 9-month, weighted by days. Q4 FY23: the earlier year to date counted no dilution: the quarter's basic count plus the later year to date's dilution.
From each company's 10-Q and 10-K filings, the newest version of each figure. Quarters are as filed (a fourth quarter is the year less its first nine months), fiscal years as the 10-K prints them, restated where a later 10-K restated them, and balance sheet lines as of the period's end. A quarter whose 10-Q isn't filed yet is from the company's results release. Growth is on the same period a year earlier. A dash is a period with no figure for the line: the filing doesn't print it, or it hasn't been read yet.
Estimates
Next earnings report: .
| Quarter | Revenue | Range | EPS | Range | Analysts |
|---|---|---|---|---|---|
| Q3 FY26 | $1.1B | $1.1B to $1.2B | $0.64 | $0.64 to $0.65 | 25 |
| Q4 FY26 | $1.2B | $1.2B to $1.2B | $0.65 | $0.64 to $0.66 | 23 |
| Q1 FY27 | $1.2B | $1.2B to $1.3B | $0.66 | $0.65 to $0.71 | 14 |
| Q2 FY27 | $1.4B | $1.3B to $1.4B | $0.72 | $0.71 to $0.78 | 15 |
| Q3 FY27 | $1.4B | $1.4B to $1.5B | $0.76 | $0.75 to $0.82 | 16 |
| Q4 FY27 | $1.5B | $1.5B to $1.6B | $0.80 | $0.79 to $0.86 | 17 |
| Q1 FY28 | $1.5B | $1.5B to $1.6B | $0.81 | $0.81 to $0.88 | 11 |
| Q2 FY28 | $1.7B | $1.7B to $1.8B | $0.88 | $0.88 to $0.96 | 11 |
Peers
Companies in Software - Application nearest Datadog's size, closest first.
| Company | Market cap | PE | Its 10y median PE | Fwd PE | P/S | Revenue growth | Net margin |
|---|---|---|---|---|---|---|---|
| DDOGDatadog | $96.8B | n/m | 340× | 101× | 24.4× | +32% | 4.5% |
| INTUIntuit | $91.8B | 20.8× | 49.4× | 14.9× | 4.3× | +14% | 21.3% |
| ADBEAdobe | $102.7B | 14.7× | 49.2× | 9.8× | 4.0× | +12% | 28.0% |
| CDNSCadence Design Systems | $87.2B | 62.9× | 59.4× | 36.9× | 14.9× | +15% | 23.6% |
| APPAppLovin | $87.1B | 20.0× | 62.7× | 14.4× | 12.8× | +48% | 64.6% |
| SNOWSnowflake | $114.8B | n/m | n/a | 128× | 21.1× | +32% | −20.1% |
| ADPAutomatic Data Processing | $120.8B | 27.8× | 30.4× | 24.8× | 5.5× | +7% | 20.1% |
| UBERUber Technologies | $136.2B | 14.7× | 17.6× | 17.3× | 2.5× | +17% | 17.3% |
| TEAMAtlassian | $57.6B | n/m | n/a | 41.4× | 8.8× | +26% | −0.8% |
| NOWServiceNow | $164.4B | 99.3× | 122× | 35.1× | 11.2× | +22% | 11.3% |
| MSTRStrategy | $56.1B | n/m | 37.9× | 4.6× | 113× | +8% | n/m |
| Peer median | $97.2B | 20.8× | 49.3× | 21.0× | 10.0× | +16% | 20.1% |
Investors who own it
Investors we follow who held Datadog at the end of Jun 30, 2026, from their 13F filings.
- Cathie WoodARK Investment Management0.4% of portfoliotrimmed
- Baillie GiffordBaillie Gifford0.3% of portfoliotrimmed
- Ron BaronBaron Capital0.2% of portfoliotrimmed
More on Datadog
Each number over time
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- Forward PE
- Price to sales ratio
- Price to free cash flow
- Price to book ratio
- Market cap
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- EPS
- Free cash flow
- Profit margin
- Shares outstanding
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About
- Industry
- Software - Application
- Sector
- Technology
Valuation data, not investment advice. Prices as of .