Datadog provides a critical, integrated observability and security platform for modern cloud environments. Its primary function is providing deep visibility—APM, logging, and infrastructure monitoring—across hybrid and multi-cloud architectures, positioning it as an indispensable layer between infrastructure (S-D1) and enterprise applications (S-D3).
DDOG is a premium Compounder (Rule of 40: 55.27) positioned to monetize the C2 AI Infrastructure buildout via A-AI product integration. The 28.35% YoY revenue growth and robust FCF margin (26.92% TTM) validate its operational efficiency, despite maintaining extreme R&D intensity (45.39% of revenue) necessary to defend its S-D2 stack position against hyperscaler pressure. The slight gross margin expansion (GM Trend +0.16%) signals strong pricing power and execution, justifying the high P/S multiple of 16.56.
| Market Cap | 49.8B |
| PE Ratio (TTM) | 458.23 |
| Revenue (TTM) | 3.2B |
| Profit Margin | 0.0332 |
| 52 Week High | 201.69 |
| 52 Week Low | 81.63 |
| Price | 140.04 |
What do you have to believe?
Growth vs Discount Rate
| 12% | 9% | 7% | |
|---|---|---|---|
| High | -- | -- | -- |
| Base | -- | -- | -- |
| Low | -- | -- | -- |
■ Undervalued ■ Overvalued
| Year | Revenue | Margin | FCF | PV of FCF |
|---|---|---|---|---|
| Terminal Value (PV) | -- | |||
| Enterprise Value | -- | |||
| Equity Value (EV + Cash - Debt) | -- | |||