Datadog, Inc. (DDOG) Stock

Datadog, Inc. (DDOG) is a Technology stock trading at $258.00 (as of 2026-07-17), with a market capitalization of $94.10B and a trailing P/E of 693.6. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Datadog, Inc. operates a cloud-based monitoring and analytics platform that integrates infrastructure, application performance, logs, and security monitoring, along with user experience and network performance monitoring and related alerting and dashboards. It serves developers, IT operations teams, and business users across North America and internationally.

Understand Datadog, Inc.: how it makes money

Datadog provides a SaaS observability and monitoring platform for developers, IT operations, and business users, covering infrastructure, application performance, logs, security, and incident management, and it makes money by selling subscription access to this platform for customers to monitor their cloud technology stacks.

Datadog’s profit model is driven by recurring subscription expansion, as indicated by a high Dollar-Based Net Revenue Retention, which helps translate into revenue visibility captured by Remaining Performance Obligations.

Business quality (Mixed): Strong match between the business model (SaaS observability) and the operating metrics provided (DBNR and Remaining Performance Obligations).

Valuation: Trades at 581× trailing earnings · $83B market cap.

Bull case

  • Subscription expansion shown in retention: Dollar-Based Net Revenue Retention is 130 percent, indicating customers tend to grow their spend over time.
  • Good revenue visibility: Remaining Performance Obligations are 3.48 USD_B, which represents contracted future revenue to be recognized.

Bear case

  • Low operating profitability: Operating margin is 0.7 percent, so profitability may be sensitive to changes in operating costs or revenue.
  • Service issues can affect revenue: The provided dataset includes Revenue Impact from Service Outage (0.01 USD_B), suggesting that outages can have a measurable negative revenue effect.
Valuation — source: SEC EDGAR (first-party)
Price$258.00
Market Cap$94.10B
P/E Ratio693.6
EV / EBITDA3043.9
Price / Book23.59
Price / Sales25.63
FCF Yield1.1%
DCF Value (model)$92.35
DCF Upside vs Price-64.2%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$3.43B
Net Margin3.1%
Revenue Growth (YoY)32.2%
EPS Growth (YoY)114.3%
FCF Growth (YoY)23.0%
Financial Health — source: SEC EDGAR
Altman Z-Score20.53 (safe)
Valuation vs Sector & Industry
Stock P/E693.6
Sector P/E (Technology)34.7
Industry P/E (Business Services)30.7
vs Sector1900.1%
vs Industry2157.4%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderVANGUARD GROUP INC ($5.70B)
Institutional Holders Tracked10
Congressional Trades (recent)10
Company
SectorTechnology
IndustryBusiness Services
CEODavid Obstler
Employees6,500
CountryUS
IPO Date2019-09-19

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DDOG earnings history · DDOG institutional & insider holders · DDOG KPIs & operating metrics · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-07-17.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.