SuperworthDatadog, Inc. DDOG
Software - Application, Technology
$271.34
−2.48%
- Market cap
- $97.4B
- PE
- 543×
- 10y median 381×
- Forward PE
- Price to sales
- 24.6×
- EV/EBIT
- 5740×
- Revenue, 12 months
- $4B
- +32% on a year ago
- Net margin
- 4.5%
- Free cash flow yield
- 1.1%
Datadog trades at 543× trailing earnings, pricier than 80% of the last ten years. Revenue was $4B over the last twelve months, up 32% on a year earlier with a 4% net margin.
Charts
Financials
| Income statement | Q4 FY23 | Q1 FY24 | Q2 FY24 | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| $589.6M | $611.3M | $645.3M | $690M | $737.7M+25% | $761.6M+25% | $826.8M+28% | $885.7M+28% | $953.2M+29% | $1B+32% | $1.1B+36% | |
| Cost of revenue | $104.8M | $110.1M | $123.5M | $137.8M | $144.2M+38% | $157.6M+43% | $166M+34% | $176.5M+28% | $186.9M+30% | $209.2M+33% | $240.1M+45% |
| Gross profit | $484.8M | $501.2M | $521.8M | $552.3M | $593.5M+22% | $603.9M+21% | $660.8M+27% | $709.2M+28% | $766.3M+29% | $797.2M+32% | $881.3M+33% |
| R&D | $253.3M | $270M | $274.6M | $291.8M | $316.3M+25% | $341.1M+26% | $387.5M+41% | $402M+38% | $417.9M+32% | $435.3M+28% | $478M+23% |
| SG&A | $203.8M | $219M | $234.4M | $240M | $268.5M+32% | $275.1M+26% | $307.2M+31% | $312.7M+30% | $341.1M+27% | $354.2M+29% | $397.9M+30% |
| $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 | $1.4M | $1.5M | $1.6M | $2.6M+105% | $3M+116% | $3.1M+108% | $14.5M+821% | $7.2M+171% | $2.1M−30% | $3.3M+6% |
| Pre-tax income | $57.3M | $46.2M | $47.8M | $56.1M | $53.8M−6% | $31.8M−31% | $6.1M−87% | $35.7M−37% | $53.5M−1% | $58.9M+85% | $51.7M+750% |
| $3.3M | $3.6M | $4M | $4.4M | $8.2M+151% | $7.2M+101% | $3.4M−13% | $1.8M−60% | $6.9M−16% | $6.4M−11% | $7.2M+109% | |
| Net income | $54M | $42.6M | $43.8M | $51.7M | $45.6M−16% | $24.6M−42% | $2.6M−94% | $33.9M−35% | $46.6M+2% | $52.6M+113% | $44.6M+1583% |
| $0.15 | $0.12 | $0.12 | $0.14 | $0.13−13% | $0.07−42% | $0.01−92% | $0.10−29% | $0.13+0% | $0.15+114% | $0.12+1100% | |
| 352.9M | 356M | 356.7M | 357.6M | 360.9M+2% | 363.1M+2% | 358.7M+1% | 362M+1% | 365.5M+1% | 364.7M+1% | 371M+3% |
From each company's 10-Q and 10-K filings. Fiscal years are four fiscal quarters added up; balance sheet lines are as of the period's end. Growth is on the same period a year earlier.
Estimates
Next earnings report: .
Analyst consensus for the next eight quarters, with the range from the lowest to the highest estimate, is part of Superworth Pro.
Peers
Companies in Software - Application within ten times Datadog's size, closest in size first.
| Company | Market cap | PE | Its 10y median PE | Fwd PE | P/S | Revenue growth | Net margin |
|---|---|---|---|---|---|---|---|
| DDOGDatadog, Inc. | $97.4B | 543× | 381× | 24.6× | +32% | 4.5% | |
| CDNSCadence Design Systems, Inc. | $98.1B | 70.8× | 59.4× | 16.8× | +15% | 23.6% | |
| APPAppLovin Corporation | $94.1B | 21.6× | 67.8× | 13.8× | +48% | 64.6% | |
| ADBEAdobe Inc. | $90.6B | 13.0× | 48.5× | 3.5× | +12% | 28.0% | |
| ADPAutomatic Data Processing, Inc. | $104.9B | 24.1× | 30.4× | 4.8× | +7% | 20.1% | |
| INTUIntuit Inc. | $79.4B | 18.0× | 49.3× | 3.7× | +14% | 21.3% | |
| UBERUber Technologies, Inc. | $139.8B | 15.0× | 17.7× | 2.5× | +17% | 17.3% | |
| NOWServiceNow, Inc. | $142.6B | 86.2× | 148× | 9.7× | +22% | 11.3% | |
| CRMSalesforce, Inc. | $184.8B | 20.5× | 121× | 4.2× | +11% | 22.0% | |
| ADSKAutodesk, Inc. | $49.1B | 30.4× | 58.4× | 6.3× | +18% | 21.1% | |
| VEEVVeeva Systems Inc. | $45.7B | 46.5× | 75.6× | 13.2× | +17% | 29.3% | |
| Peer median | $96.1B | 22.9× | 58.9× | 5.5× | +16% | 21.6% |
About
- Industry
- Software - Application
- Sector
- Technology
Valuation data, not investment advice. Prices as of .