A Business at a Glance
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Datadog, Inc.
DDOG
$85.8B
Mkt Cap
$246.86
+1.01%
Datadog, Inc. (DDOG) has a current P/E ratio of 796.3.
Datadog, Inc. (DDOG) has a 5-year average return on invested capital (ROIC) of 1.3%. This is below average and may indicate limited pricing power.
Datadog, Inc. (DDOG) has a market capitalization of $90.0B. It is classified as a large-cap stock.
Datadog, Inc. (DDOG) does not currently pay a regular dividend.
Datadog, Inc. (DDOG) operates in the Services-Prepackaged Software industry, within the Technology sector.
Datadog, Inc. (DDOG) reported annual revenue of $3.4 billion in its most recent fiscal year, based on SEC EDGAR filings.
Datadog, Inc. (DDOG) has a net profit margin of 3.1%. This is a modest margin.
Datadog, Inc. (DDOG) generated $1.0 billion in free cash flow in its most recent fiscal year. Positive free cash flow supports dividends, buybacks, and debt reduction.
Datadog is an AI-powered SaaS platform that provides unified observability and security for cloud applications and infrastructure. The platform integrates infrastructure monitoring, application performance monitoring, log management, user experience monitoring, cloud security, service management, and other capabilities into a single data platform, enabling development, operations, security, and business teams to collaborate and gain real-time insights across their entire technology stack. Datadog employs a land-and-expand business model where customers adopt core products such as the three pillars of observability—metrics, traces, and logs—and progressively expand to additional products and use cases on a self-service basis, with the company growing alongside customers as they scale their cloud workloads. The platform is cloud-native, designed to be deployed across public cloud, private cloud, on-premise, and hybrid environments, and features over 1,000 out-of-the-box integrations, extensive AI and machine learning capabilities for automated root cause analysis and anomaly detection, and the ability to process trillions of events per hour at scale. Datadog serves approximately 32,700 customers across over 160 countries spanning all industries and company sizes, from startups to Fortune 500 enterprises, with the platform embedded as a daily tool for developers, operations engineers, security professionals, product managers, and business leaders. The company addresses a total addressable market spanning Gartner's IT Operations Management, Security Software, Application Development, and Analytic Platforms markets, representing a $187 billion opportunity in 2029.
【AI-driven platform expansion】 Management is focused on capitalizing on customers' inflection in AI usage and application development, with recent launches including Bits AI SRE Agent, Bits AI Security Analyst, Bits Assistant, and GPU Monitoring designed to autonomously investigate incidents and improve business outcomes. The company expects continued strong execution driven by digital transformation and cloud migration as long-term secular growth drivers, with particular momentum in AI-native customer cohorts and broader adoption across enterprise and SMB segments. Management plans to continue scaling go-to-market investments to capture market share and expand internationally, while maintaining disciplined capital allocation with capital expenditures and capitalized software expected to represent 4–5% of revenue. The company is investing heavily in R&D to expand platform functionality and add capabilities addressing new market opportunities, with a track record of launching multiple new products annually and expects to drive further expansion within the existing customer base through increased usage and cross-selling of additional products.
| Metric | Target | Period |
|---|---|---|
| Revenue | $1.07 billion–$1.08 billion | Q2 FY2026 |
| Non-GAAP Operating Income | $225 million–$235 million | Q2 FY2026 |
| Non-GAAP Net Income Per Share | $0.57–$0.59 | Q2 FY2026 |
| Revenue | $4.3 billion–$4.34 billion | FY2026 |
| Non-GAAP Operating Income | $940 million–$980 million | FY2026 |
| Non-GAAP Net Income Per Share | $2.36–$2.44 | FY2026 |
| Net Interest and Other Income | approximately $170 million | FY2026 |
| Cash Taxes | $30 million–$40 million | FY2026 |
| Capital Expenditures and Capitalized Software | 4%–5% of revenue | FY2026 |
Revenue (Q2 FY2026): “For the second quarter, we expect revenues to be in the range of $1.07 billion-$1.08 billion, which represents a 29%-31% year-over-year growth.”
Generated solely from the company's own reports listed below — not from third-party data. Hallucination risk is low. · Sources: 10-K, Q4 FY2025 Earnings Call, Q3 FY2025 Earnings Call, Q2 FY2025 Earnings Call, Q1 FY2025 Earnings Call
| Metric | TTM | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|---|
| Revenue | 3.7B | 3.4B | 2.7B | 2.1B | 1.7B | 1.0B |
| Net Income | 136M | 108M | 184M | 49M | -50M | -21M |
| EPS | $0.37 | $0.31 | $0.52 | $0.14 | $-0.16 | $-0.07 |
| Free Cash Flow | 1.1B | 1.0B | 836M | 632M | 383M | 277M |
| ROIC | -10.1% | 2.6% | 5.7% | 2.0% | -2.6% | -1.3% |
| Gross Margin | 79.9% | 80.0% | 60.3% | 58.5% | 79.3% | 77.2% |
| Debt/Equity | 0.25 | 0.34 | 0.68 | 0.45 | 0.59 | 0.78 |
| Dividends/Share | $0.00 | - | - | - | - | - |
| Operating Income | -25M | -44M | 54M | -33M | -59M | -19M |
| Operating Margin | -0.7% | -1.3% | 2.0% | -1.6% | -3.5% | -1.9% |
| ROE | 3.4% | 3.3% | 7.8% | 2.8% | -4.1% | -2.1% |
| Shares Outstanding | 365M | 348M | 353M | 347M | 314M | 296M |
| Metric | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Income Statement | ||||||||||
| Revenue | 101M | 198M | 363M | 603M | 1.0B | 1.7B | 2.1B | 2.7B | 3.4B | 3.7B |
| Gross Margin | 76.8% | 76.5% | 75.5% | 78.4% | 77.2% | 79.3% | 58.5% | 60.3% | 80.0% | 79.9% |
| R&D | 25M | 55M | 111M | 211M | 420M | 752M | 962M | 1.2B | 1.5B | 1.6B |
| SG&A | 11M | 19M | 36M | 63M | 94M | 139M | 180M | 205M | 280M | 293M |
| EBIT | -3.0M | -11M | -20M | -14M | -19M | -59M | -33M | 54M | -44M | -25M |
| Op. Margin | -2.9% | -5.6% | -5.6% | -2.3% | -1.9% | -3.5% | -1.6% | 2.0% | -1.3% | -0.7% |
| Net Income | -2.6M | -11M | -17M | -25M | -21M | -50M | 49M | 184M | 108M | 136M |
| Net Margin | -2.6% | -5.4% | -4.6% | -4.1% | -2.0% | -3.0% | 2.3% | 6.8% | 3.1% | 3.7% |
| Non-Recurring | -4K | -9K | -708K | -10K | -274K | -1.7M | -706K | -1.7M | -2.1M | -2.1M |
| Returns on Capital | ||||||||||
| ROIC | N/A | -6.1% | -4.7% | -2.1% | -1.3% | -2.6% | 2.0% | 5.7% | 2.6% | -10.1% |
| ROE | 3.3% | 14.2% | -4.7% | -2.8% | -2.1% | -4.1% | 2.8% | 7.8% | 3.3% | 3.4% |
| ROA | N/A | -11.9% | -2.7% | -1.7% | -1.0% | -1.9% | 1.4% | 3.8% | 1.7% | 2.0% |
| Cash Flow | ||||||||||
| Op. Cash Flow | 14M | 11M | 24M | 109M | 287M | 418M | 660M | 871M | 1.1B | 1.1B |
| Free Cash Flow | 11M | 1.2M | 11M | 104M | 277M | 383M | 632M | 836M | 1.0B | 1.1B |
| Owner Earnings | 8.6M | 85K | -6.4M | 20M | 104M | 28M | 142M | 252M | 250M | 275M |
| CapEx | 2.4M | 9.7M | 13M | 5.4M | 10.0M | 35M | 28M | 35M | 50M | 52M |
| Maint. CapEx | 2.2M | 5.5M | 12M | 15M | 19M | 27M | 36M | 49M | 49M | 55M |
| Growth CapEx | 151K | 4.2M | 1.7M | 0 | 0 | 8.3M | 0 | 0 | 378K | 0 |
| D&A | 2.2M | 5.5M | 12M | 15M | 19M | 27M | 36M | 49M | 49M | 55M |
| CapEx/OCF | N/A | N/A | 54.9% | 5.0% | 3.5% | 8.4% | 4.2% | 4.0% | 4.7% | 4.7% |
| Capital Allocation | ||||||||||
| Dividends Paid | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Dividend Yield | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Share Buybacks | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Buyback Yield | 0.0% | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.0% |
| Stock-Based Comp | 3.1M | 5.2M | 19M | 74M | 164M | 363M | 482M | 570M | 751M | 783M |
| Debt Repayment | 0 | 0 | 0 | 0 | 0 | 3K | 0 | 197M | 636M | 636M |
| Balance Sheet | ||||||||||
| Net Debt | N/A | N/A | -714M | -874M | -747M | -1.0B | -1.7B | -2.3B | -3.2B | -3.8B |
| Cash & Equiv. | 60M | 54M | 597M | 225M | 271M | 339M | 330M | 1.2B | 401M | 4.8B |
| Long-Term Debt | N/A | N/A | N/A | 576M | 735M | 739M | 742M | 979M | 983M | 984M |
| Debt/Equity | N/A | -1.51 | 0.08 | 0.67 | 0.78 | 0.59 | 0.45 | 0.68 | 0.34 | 0.25 |
| Interest Coverage | N/A | -27.6 | -629.4 | -0.5 | -0.9 | -3.5 | -5.3 | 7.7 | -4.0 | -4.0 |
| Equity | -76M | -76M | 782M | 957M | 1.0B | 1.4B | 2.0B | 2.7B | 3.7B | 4.0B |
| Total Assets | N/A | 180M | 1.0B | 1.9B | 2.4B | 3.0B | 3.9B | 5.8B | 6.6B | 7.0B |
| Total Liabilities | N/A | 115M | 256M | 933M | 1.3B | 1.6B | 1.9B | 3.1B | 2.9B | 3.0B |
| Intangibles | N/A | 1.3M | 1.4M | 2.1M | 16M | 16M | 9.6M | 3.7M | 15M | 15M |
| Retained Earnings | N/A | -107M | -124M | -148M | -152M | -202M | -154M | 30M | 138M | 190M |
| Working Capital | N/A | 9.7M | 704M | 1.4B | 1.3B | 1.6B | 2.2B | 3.0B | 3.8B | 4.0B |
| Current Assets | N/A | 122M | 904M | 1.7B | 1.9B | 2.3B | 3.2B | 4.9B | 5.4B | 5.6B |
| Current Liabilities | N/A | 112M | 200M | 298M | 529M | 760M | 1.0B | 1.9B | 1.6B | 1.7B |
| Per Share Data | ||||||||||
| EPS | -0.04 | -0.15 | -0.12 | -0.08 | -0.07 | -0.16 | 0.14 | 0.52 | 0.31 | 0.37 |
| Owner EPS | 0.13 | 0.00 | -0.05 | 0.07 | 0.35 | 0.09 | 0.41 | 0.71 | 0.72 | 0.75 |
| Book Value | -1.18 | -1.06 | 5.62 | 3.12 | 3.51 | 4.50 | 5.84 | 7.68 | 10.74 | 10.93 |
| Cash Flow/Share | 0.22 | 0.15 | 0.17 | 0.36 | 0.97 | 1.33 | 1.90 | 2.46 | 3.02 | 0.52 |
| Dividends/Share | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.00 |
| Shares Out. | 64.3M | 71.7M | 139.3M | 306.8M | 296.4M | 313.5M | 346.9M | 353.4M | 347.6M | 364.7M |
| Valuation | ||||||||||
| P/E Ratio | N/A | N/A | N/A | N/A | N/A | N/A | 880.6 | 280.8 | 446.2 | 661.4 |
| P/FCF | N/A | N/A | 460.5 | 296.6 | 190.1 | 57.1 | 67.6 | 61.7 | 48.0 | 84.9 |
| EV/EBIT | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 914.5 | N/A | N/A |
| Price/Book | N/A | N/A | 14.1 | 32.1 | 50.5 | 15.5 | 21.1 | 19.0 | 12.9 | 22.6 |
| Price/Sales | N/A | N/A | 30.2 | 36.6 | 34.6 | 20.6 | 14.6 | 16.5 | 13.5 | 24.5 |
| FCF Yield | N/A | N/A | 0.1% | 0.3% | 0.5% | 1.7% | 1.5% | 1.6% | 2.1% | 1.2% |
| Market Cap | 0 | N/A | 11.1B | 30.8B | 52.6B | 21.9B | 42.8B | 51.6B | 48.1B | 90.0B |
| Avg. Price | 0.00 | N/A | 35.79 | 71.93 | 120.07 | 109.95 | 89.50 | 125.06 | 133.48 | 246.86 |
| Year-End Price | 0.00 | N/A | 36.11 | 100.22 | 177.42 | 69.84 | 123.28 | 145.99 | 138.32 | 246.86 |
Datadog, Inc. passes 5 of 9 quality checks, suggesting mixed fundamentals.
On a free-cash-flow basis, the stock trades at 81.0x vs a median of 59.4x. The company's 5-year average ROIC is 1.3% with a gross margin of 71.0%. At current prices, the estimated annualized return to fair value is +66.3%.
Datadog, Inc. (DDOG) has a debt-to-equity ratio of 0.34. This indicates a conservatively financed balance sheet.
Datadog, Inc. (DDOG) reported earnings per share (EPS) of $0.31 in its most recent fiscal year.
Datadog, Inc. (DDOG) has a return on equity (ROE) of 3.3%. This indicates moderate shareholder returns.
Datadog, Inc. (DDOG) has a 5-year average gross margin of 71.0%. This high margin suggests strong pricing power and a potential competitive moat.
The Ledger Terminal provides 9 years of financial data for Datadog, Inc. (DDOG), sourced directly from SEC EDGAR filings. This includes income statements, balance sheets, cash flow statements, and key financial ratios.
Datadog, Inc. (DDOG) has a book value per share of $10.74, based on its most recent annual SEC filing.
Based on recent SEC filings and earnings disclosures, Management is focused on capitalizing on customers' inflection in AI usage and application development, with recent launches including Bits AI SRE Agent, Bits AI Security Analyst, Bits Assistant, and GPU Monitoring designed to autonomously investigate incidents and improve business outcomes. The company expects continued strong execution driven by digital transformation and cloud migration as long-term secular growth drivers, with particular momentum in AI-native customer cohorts and broader adoption across enterprise and SMB segments. Management plans to continue scaling go-to-market investments to capture market share and expand internationally, while maintaining disciplined capital allocation with capital expenditures and capitalized software expected to represent 4–5% of revenue. The company is investing heavily in R&D to expand platform functionality and add capabilities addressing new market opportunities, with a track record of launching multiple new products annually and expects to drive further expansion within the existing customer base through increased usage and cross-selling of additional products.
Based on recent SEC filings and earnings calls, Datadog, Inc. (DDOG) has provided the following forward guidance: Revenue: $1.07 billion–$1.08 billion (Q2 FY2026); Non-GAAP Operating Income: $225 million–$235 million (Q2 FY2026); Non-GAAP Net Income Per Share: $0.57–$0.59 (Q2 FY2026); Revenue: $4.3 billion–$4.34 billion (FY2026); Non-GAAP Operating Income: $940 million–$980 million (FY2026), plus 4 additional metrics.
Non-GAAP Operating Income (Q2 FY2026): “Non-GAAP operating income is expected to be in the range of $225 million-$235 million, which implies an operating margin of 21%-22%.”
Non-GAAP Net Income Per Share (Q2 FY2026): “Non-GAAP net income per share is expected to be $0.57-$0.59 per share based on approximately 369 million weighted average diluted shares outstanding.”
Revenue (FY2026): “For fiscal 2026, we expect revenues to be in the range of $4.3 billion-$4.34 billion, which represents 25%-27% year-over-year growth.”
Non-GAAP Operating Income (FY2026): “Non-GAAP operating income is expected to be in the range of $940 million-$980 million, which implies an operating margin of 22%-23%.”
Non-GAAP Net Income Per Share (FY2026): “Non-GAAP net income per share is expected to be in the range of $2.36-$2.44 per share based on approximately 372 million weighted average diluted shares outstanding.”
Net Interest and Other Income (FY2026): “We expect net interest and other income for fiscal 2026 to be approximately $170 million.”
Cash Taxes (FY2026): “We expect cash taxes for 2026 to be approximately $30 million-$40 million.”