TORVANTA
Information Technology · S&P 500 · data as of 2026-10-05

DDOG stock analysis: Datadog

Datadog (DDOG) is an S&P 500 company in Application Software. It grades weakest on profitability and value.

The model's view of DDOG · subscribers

Where DDOG ranks among the 1,500 U.S. stocks the model scores each trading day, its expected return, the evidence for and against it, and whether the model portfolio holds it. The grades below describe the company's data; they are not the model's view.

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What's happening with DDOG · updated 2026-10-05 · from prices and SEC filings

DDOG price performance

DDOG against the S&P 500, one year
+0%+50%+100%DDOG +90%S&P 500 +18%2025-09-292026-10-05
Year to date+103.3%S&P 500 +14.5% · ahead by 88.8 pts
1 year+82.1%S&P 500 +17.0% · ahead by 65.0 pts
3 years+208.7%S&P 500 +89.3% · ahead by 119.5 pts
5 years+94.8%S&P 500 +91.3% · ahead by 3.5 pts

Total returns with dividends reinvested.

DDOG factor grades

Each grade compares DDOG with the rest of its sector (A+ best, F worst); the numbers behind it are shown with the typical figure for its peers.

FValueFCF yield 1.2% (industry 5.6%)
BGrowthRevenue growth +32% (industry +14%)EPS growth +43% (industry +35%)
C-ProfitabilityOperating margin 0.4% (industry 26.2%)ROIC 0.4% (industry 19.7%)
BMomentum12-month change +82%From 52-wk high -4%

DDOG in plain numbers

DDOG key statistics

SectorInformation Technology
IndustryApplication Software
IndexS&P 500
Market value$102.6B
Revenue growth (y/y)+32%
Free-cash-flow yield1.2%
Dividend yieldn/a
Next earnings (expected)2026-11-05
Valuation measures
Market value$102.6B
Enterprise value$102.1B
Forward P/E (Torvanta estimate)382.7x
PEG (Torvanta estimate)8.60
Price / sales25.9x
Price / book23.5x
EV / revenue25.7x
EV / EBITDA1303.7x
Financial highlights
Revenue, last 12 months$4.0B
Net income, last 12 months$177.6M
EPS, last 12 months (GAAP)$0.50
Gross margin79.5%
Operating margin0.4%
Net margin4.5%
Return on equity4.7%
Return on invested capital0.4%
Cash$435.0M
Total debt$0
Free cash flow, last 12 months$1.2B
Interest cover1.8x
Current ratio3.20x

Company figures from its latest SEC filings; market value and returns from end-of-day prices.

DDOG earnings trends

Revenue vs earnings
$0$280.4M$560.7M$841.1M$1.1BSep 2024 Revenue: $690.0MDec 2024 Revenue: $737.7MMar 2025 Revenue: $761.6MJun 2025 Revenue: $826.8MSep 2025 Revenue: $885.7MDec 2025 Revenue: $1.0BMar 2026 Revenue: $1.0BJun 2026 Revenue: $1.1BSep 2024 Net income: $51.7MDec 2024 Net income: $45.6MMar 2025 Net income: $24.6MJun 2025 Net income: $2.6MSep 2025 Net income: $33.9MDec 2025 Net income: $46.6MMar 2026 Net income: $52.6MJun 2026 Net income: $44.6MSep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026Net margin: 7.5%Net margin: 6.2%Net margin: 3.2%Net margin: 0.3%Net margin: 3.8%Net margin: 4.9%Net margin: 5.2%Net margin: 4.0%0%4%7%■ Revenue ■ Net income ━ Net margin
Earnings per share$0.0$0.0$0.1$0.1$0.2Sep 2024 EPS (GAAP, diluted): $0.1Dec 2024 EPS (GAAP, diluted): $0.1Mar 2025 EPS (GAAP, diluted): $0.1Jun 2025 EPS (GAAP, diluted): $0.0Sep 2025 EPS (GAAP, diluted): $0.1Dec 2025 EPS (GAAP, diluted): $0.1Mar 2026 EPS (GAAP, diluted): $0.2Jun 2026 EPS (GAAP, diluted): $0.1Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026■ EPS (GAAP, diluted) Change from a year earlier: Sep 2025 -29% · Dec 2025 0% · Mar 2026 +114% · Jun 2026 +1100%

From the company's 10-Q and 10-K filings with the SEC.

Datadog financials (from SEC filings)

Fiscal yearFY2021FY2022FY2023FY2024FY2025
Revenue$1.0B$1.7B$2.1B$2.7B$3.4B
Net income-$20.7M-$50.2M$48.6M$183.7M$107.7M
EPS (GAAP)$-0.07$-0.16$0.13$0.51$0.31
Free cash flow$276.6M$383.1M$632.4M$835.9M$1.0B

DDOG earnings history

ReportedEPS (GAAP)EPS y/yRevenue y/yStock vs S&P 500, 2 days
2026-08-06$0.12+1100%+36%-17.8%
2026-05-07$0.15+114%+32%+38.8%
2026-02-10$0.130%+29%+12.0%
2025-11-06$0.10-29%+28%+24.4%
2025-08-07$0.01-92%+28%-5.1%
2025-05-06$0.07-42%+25%+0.7%

About Datadog

HeadquartersNew York, NY
Industry (SEC code)Services-Prepackaged Software
Fiscal year endsDecember 31
Incorporated inNV
Listed onNasdaq

From the company's SEC registration record.

Companies similar to DDOG

CompanyMarket valueP/ERevenue growthOperating margin12-month change
DDOG Datadog$102.6Bn/a+32%0.4%+82%
CDNS Cadence Design$97.5B82.4x+13%28.3%+2%compare
ADBE Adobe$94.9B13.7x+11%36.1%-31%compare
SNPS Synopsys$93.6B85.4x+46%8.5%+4%compare
INTU Intuit$76.1B17.2x+14%27.4%-58%
CRM Salesforce$189.1B20.9x+11%19.9%-4%
WDAY Workday$46.5B38.3x+13%10.7%-20%

All Information Technology stock ratings

Frequently asked questions

Is DDOG stock a buy?

Torvanta does not tell individuals what to buy. Its grades for DDOG are shown above. Subscribers see the model's rank, expected return and whether the model portfolio holds it. This is research, not a recommendation.

What is DDOG's P/E ratio?

DDOG trades at about 552.8 times its last 12 months of GAAP earnings reported to the SEC, and about 382.7 times Torvanta's own estimate of the next 12 months.

When does DDOG report earnings next?

Based on its filing history, Torvanta expects Datadog to report around 2026-11-05.

How has DDOG performed against the S&P 500?

Over the past year DDOG returned +82.1%, against +17.0% for the S&P 500, dividends reinvested.

See the model's view

Subscribers get the model's rank and expected return for every covered company, the reasoning behind each, and the Torvanta model portfolio's trades each trading day, sized and explained, at three risk levels.

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Torvanta is research only - not investment advice and not a recommendation to buy or sell any security. Grades describe a company's reported data against its sector; they are not the model's view, change as data changes and can be wrong. Financial figures come from the company's SEC filings; returns include reinvested dividends. Past performance does not predict future results.

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