1.57%
1.37%
15.47%
24.39%
16.40%
-0.87%
213.45%
AI Spotlight on DDOG
Company Description
Datadog, Inc.provides monitoring and analytics platform for developers, information technology operations teams, and business users in the cloud in North America and internationally.The company's SaaS platform integrates and automates infrastructure monitoring, application performance monitoring, log management, and security monitoring to provide real-time observability of its customers technology stack.
Its platform also provides user experience monitoring, network performance monitoring, cloud security, developer-focused observability, and incident management, as well as a range of shared features, such as dashboards, analytics, collaboration tools, and alerting capabilities.The company was incorporated in 2010 and is headquartered in New York, New York.
Market Data
| Last Price | 144.84 |
| Change Percentage | 1.57% |
| Open | 145.5 |
| Previous Close | 142.61 |
| Market Cap ( Millions) | 49221 |
| Volume | 227169 |
| Year High | 170.08 |
| Year Low | 98.8 |
| M A 50 | 146.83 |
| M A 200 | 126.59 |
Financial Ratios
| FCF Yield | 1.59% |
| Dividend Yield | 0.00% |
| ROE | 8.30% |
| Debt / Equity | 36.87% |
| Net Debt / EBIDTA | 453.00% |
| Price To Book | 18.56 |
| Price Earnings Ratio | 254.0 |
| Price To FCF | 63.01 |
| Price To sales | 19.37 |
| EV / EBITDA | 356.79 |
News
- Jan -29 - Why Datadog Stock Is Sinking Today
- Jan -29 - Calls of the Day: Financials, Caterpillar, Datadog and Walmart
- Jan -29 - Datadog Faces Revenue And Margin Headwinds In 2025, Analyst Downgrades Stock
- Jan -29 - Datadog (DDOG) Just Reclaimed the 50-Day Moving Average
- Jan -27 - 3 Top Tech Stocks That Could Make You a Millionaire
- Jan -23 - Datadog (DDOG) Increases Yet Falls Behind Market: What Investors Need to Know
- Jan -23 - Datadog Announces Date of Fourth Quarter and Fiscal Year 2024 Earnings Call
- Jan -20 - Datadog: Cloud To Continue Driving Company's Double-Digit Growth
- Jan -20 - Is DataDog an Undervalued Growth Stock?
- Jan -17 - Datadog (DDOG) Rises Higher Than Market: Key Facts
- Jan -17 - Datadog Rises 15% in 6 Months: Time to Add This Cloud Computing Star?
- Jan -17 - Should You Buy Datadog Stock Right Now in 2025?
- Jan -14 - 2 Top Tech Stocks to Buy in January
- Jan -12 - Top Wall Street analysts like the growth opportunities for these three stocks
- Jan -09 - Iconiq Growth hires analytics firm Datadog's Amit Agarwal in latest expansion
- Jan -09 - 2 AI Stocks to Buy Before They Soar Up to 108% in 2025, According to Certain Wall Street Analysts
- Jan -08 - As Datadog Licks Wounds, Option Trade Could Return 33% By Month's End
- Jan -01 - 2 No-Brainer Growth Stocks to Buy With $5,000 During the S&P 500 Bull Market
- Dec -24 - 5 Momentum Stocks Investors Can Add to Boost Portfolio Returns in 2025
- Dec -20 - Cash is Down, Valuations Are Up, but Stay Invested
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Monitoring and Analytics Platform
Expected Growth : 21.2 %
What the company do ?
Datadog's Monitoring and Analytics Platform provides real-time visibility into application performance, infrastructure, and customer experience, enabling teams to detect and resolve issues quickly.
Why we expect these perspectives ?
Datadog's Monitoring and Analytics Platform growth is driven by increasing adoption of cloud computing, digital transformation, and DevOps practices. The need for real-time visibility, AI-powered analytics, and seamless integration with existing infrastructure fuels demand. Additionally, the rise of IoT, 5G, and edge computing creates opportunities for Datadog's platform to monitor and optimize complex systems, contributing to its 21.2% growth.
Datadog, Inc. Products
| Product Range | What is it ? |
|---|---|
| Infrastructure Monitoring | Datadog's Infrastructure Monitoring provides real-time visibility into server performance, disk usage, and network traffic, allowing teams to quickly identify and troubleshoot issues. |
| Application Performance Monitoring (APM) | Datadog's APM provides detailed, real-time visibility into application performance, allowing teams to quickly identify and troubleshoot issues. |
| Log Collection and Analytics | Datadog's Log Collection and Analytics provides real-time log collection, processing, and analytics, allowing teams to quickly identify and troubleshoot issues. |
| Synthetic Monitoring | Datadog's Synthetic Monitoring provides proactive monitoring of critical user journeys and API endpoints, allowing teams to ensure uptime and performance. |
| Real User Monitoring (RUM) | Datadog's RUM provides real-time visibility into user experience, allowing teams to optimize application performance and user satisfaction. |
| Network Performance Monitoring | Datadog's Network Performance Monitoring provides real-time visibility into network performance, allowing teams to quickly identify and troubleshoot issues. |
| Cloud Cost Optimization | Datadog's Cloud Cost Optimization provides real-time visibility into cloud costs, allowing teams to optimize resource utilization and reduce waste. |
| Security Monitoring | Datadog's Security Monitoring provides real-time visibility into security threats, allowing teams to quickly identify and respond to security incidents. |
Datadog, Inc.'s Porter Forces
Threat Of Substitutes
Datadog's monitoring and analytics capabilities are highly specialized, making it difficult for substitutes to emerge. However, the company's reliance on open-source technologies and the availability of alternative solutions from competitors like New Relic and Splunk pose some threat.
Bargaining Power Of Customers
Datadog's customers are largely comprised of large enterprises and organizations, which reduces their bargaining power. The company's subscription-based model and high switching costs also limit customers' ability to negotiate prices.
Bargaining Power Of Suppliers
Datadog's suppliers are primarily cloud providers like AWS, Azure, and Google Cloud, which are large companies with limited bargaining power. The company's ability to negotiate prices and terms is high due to its significant scale and strategic partnerships.
Threat Of New Entrants
The threat of new entrants is low due to the high barriers to entry in the monitoring and analytics market. Datadog's established brand, large customer base, and significant R&D investments create a high barrier to entry for new competitors.
Intensity Of Rivalry
The monitoring and analytics market is highly competitive, with established players like New Relic, Splunk, and AppDynamics competing fiercely for market share. Datadog's strong brand and product offerings help it maintain a competitive edge, but the company must continue to innovate to stay ahead.
Strength
Capital Structure
| Value | |
|---|---|
| Debt Weight | 27.40% |
| Debt Cost | 3.95% |
| Equity Weight | 72.60% |
| Equity Cost | 9.63% |
| WACC | 8.07% |
| Leverage | 37.73% |
Datadog, Inc. : Quality Control
Datadog, Inc. passed 7 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| ADSK | Autodesk, Inc. provides 3D design, engineering, and entertainment software and services worldwide. The company offers AutoCAD Civil 3D, a surveying, design, analysis, and documentation solution for civil engineering, including land … |
| COIN | Coinbase Global, Inc. provides financial infrastructure and technology for the cryptoeconomy in the United States and internationally. The company offers the primary financial account in the cryptoeconomy for retailers; a … |
| MSTR | MicroStrategy Incorporated provides enterprise analytics software and services worldwide. It offers MicroStrategy, an enterprise platform, which provides a modern analytics experience by delivering insights across multiple devices to users via … |
| HUBS | HubSpot, Inc. provides a cloud-based customer relationship management (CRM) platform for businesses in the Americas, Europe, and the Asia Pacific. The company's CRM platform includes marketing, sales, service, and content … |
| ANSS | ANSYS, Inc. develops and markets engineering simulation software and services worldwide. It offers ANSYS Workbench, a framework upon which its multiphysics engineering simulation technologies are built and enables engineers to … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
🥇
Autodesk
A-Score
1-Year Total Return ->
🥈
ANSYS
A-Score
1-Year Total Return ->
🥉
HubSpot
A-Score
1-Year Total Return ->
4
Datadog
A-Score
1-Year Total Return ->
5
Coinbase
A-Score
1-Year Total Return ->
6
