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Datadog, Inc. USD

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Cloud observability and monitoring SaaS platform for applications and infrastructure.

Sector: United States — large cap (SEC filings)

US_DDOG

Price chart

233.09 USDDay 1.39%

Key metrics

Net debt (table and EV/EBITDA): |short-term borrowings| + |long-term borrowings| + |other financial liabilities| when extracted + |non-controlling interest| when extracted − |cash and equivalents|; amounts in millions of the reporting currency.

Market

Price
233.09 USD · 1.39%
Market cap
84.7 bn USD

Growth

Δ revenue y/y
32.2%
Δ EBITDA y/y
-95.3%

Multiples

P/E (LTM)
0.6x
P/B (FY)
22.7x
P/E (ann.)
402.9x
EV/EBITDA (LTM)
19.2x

Cash return

Dividend yield
—
FCF yield (LTM)
-0.8%

Value creation

fundamental value/yr, % of market cap
Value created / year
-1.0%
↓ details

Liquidity

Daily turnover (US listing)
1.3 bln USD

Shares: yahoo_fundamentals_timeseries/DDOG

🔍 Sanity check — subtotal consistency (Level-1 + Level-2) OK: 0 / Warn: 9 / Err: 4 / Autofix applied: 0
Port of PHP subtotal-total + sign-flip detection logic
PeriodIssues
2023-03-31 Q1✗Errors 1Warn 1
2023-06-30 Q2⚠Warn 3
2023-09-30 Q3⚠Warn 1
2023-12-31 FY⚠Warn 2
2024-03-31 Q1✗Errors 3Warn 1
2024-06-30 Q2⚠Warn 1
2024-09-30 Q3⚠Warn 1
2024-12-31 FY⚠Warn 1
2025-03-31 Q1✗Errors 2Warn 1
2025-06-30 Q2⚠Warn 2
2025-09-30 Q3⚠Warn 1
2025-12-31 FY⚠Warn 1
2026-03-31 Q1✗Errors 2Warn 1
✓ All checks pass · ⚠ Has warnings (review) · ✗ Has errors (needs fix) · ✓* Autofix applied (see evidence)

Financial dynamics

Monetary columns are in M USD, one decimal; scale (K/M/B/T) keeps values readable. For the period (default) shows P&L and cash flow for that row’s reporting window: quarterly amounts when the feed uses quarter-duration facts (typical US 10-Q revenue and income), quarterly cash flows after stripping YTD where only cumulative tags exist, and an implied Q4 on 31 Dec FY rows (P&L: FY minus Q1–Q3; operating / investing cash flow: FY 12m minus 9M YTD to 30 Sep when sourced from SEC builder evidence) so they match 10-Q scale. Some issuers still use cumulative YTD minus the prior row in the same calendar year. As reported shows values stored on each row (e.g. full-year on FY). Balance sheet is always as reported. Source JSON may use millions etc.; conversion uses amounts_unit per row.

DatePeriodStatusRevenueM USDOperating profitM USDD&AM USDEBITDAM USDNet profitM USDOperating CFM USDCapex + M&AM USDAssetsM USDEquityM USDROE (annualized)Net debtM USDSource
2026-03-31Q1 2026 (3M)OK1006.4
y/y 32.2%
7.3
y/y —
16.3
y/y 61.4%
23.6
y/y —
52.6
y/y 113.4%
334.6-11.46952.0
y/y 15.7%
3988.2
y/y 36.7%
5.4%-385.0Link
2025-12-31Q4 2025 (3M)OK953.2
y/y 29.2%
9.4
y/y -0.4%
14.7
y/y 1.4%
24.1
y/y 0.7%
46.6
y/y 2.1%
327.1-8.96643.8
y/y 14.8%
3732.2
y/y 37.5%
3.0%-361.9Link
2025-09-30Q3 2025 (3M)OK885.7
y/y 28.4%
-5.8
y/y -128.6%
13.3
y/y 7.3%
7.5
y/y -77.1%
33.9
y/y -34.5%
251.5-16.86052.5
y/y 30.7%
3439.1
y/y 30.8%
1.4%-504.6Link
2025-06-30Q2 2025 (3M)OK826.8
y/y 28.1%
-35.5
y/y -381.3%
11.1
y/y 1.8%
-24.4
y/y -203.8%
2.6
y/y -94.0%
200.1-15.25822.4
y/y 32.0%
3195.8
y/y 32.8%
0.3%-449.1Link
2025-03-31Q1 2025 (3M)OK761.6
y/y 24.6%
-12.4
y/y -203.5%
10.1
y/y -5.6%
-2.3
y/y -110.2%
24.6
y/y -42.2%
271.5-8.76010.4
y/y 45.1%
2916.7
y/y 32.4%
3.5%-1045.6Link
2024-12-31Q4 2024 (3M)OK737.7
y/y 25.1%
9.4
y/y -66.1%
14.5
y/y 48.0%
23.9
y/y -36.4%
45.6
y/y -15.6%
265.2-7.85785.3
y/y 47.0%
2714.4
y/y 34.0%
6.9%-1215.0Link
2024-09-30Q3 2024 (3M)OK690.0
y/y 26.0%
20.3
y/y —
12.4
y/y 31.9%
32.7
y/y 532.1%
51.7
y/y 128.4%
228.7-8.44631.5
y/y 30.7%
2629.1
y/y 45.5%
2.7%-310.1Link
2024-06-30Q2 2024 (3M)OK645.3
y/y 26.7%
12.6
y/y —
10.9
y/y 31.3%
23.5
y/y —
43.8
y/y —
164.4-4.44412.4
y/y 33.2%
2407.3
y/y 46.0%
7.6%-386.4Link
2024-03-31Q1 2024 (3M)OK611.3
y/y 26.9%
12.0
y/y —
10.7
y/y 32.1%
22.7
y/y —
42.6
y/y —
212.3-14.24141.5
y/y 31.9%
2202.4
y/y 45.6%
8.1%-258.6Link
2023-12-31Q4 2023 (3M)OK589.6
y/y —
27.7
y/y —
9.8
y/y —
37.5
y/y —
54.0
y/y —
220.2-10.43936.1
y/y —
2025.4
y/y —
2.5%-308.4Link
2023-09-30Q3 2023 (3M)OK547.5
y/y —
-4.2
y/y —
9.4
y/y —
5.2
y/y —
22.6
y/y —
152.8-6.13543.3
y/y —
1806.5
y/y —
1.7%-242.5Link
2023-06-30Q2 2023 (3M)OK509.5
y/y —
-22.0
y/y —
8.3
y/y —
-13.7
y/y —
-4.0
y/y —
153.2-2.33312.2
y/y —
1649.4
y/y —
-1.0%-272.5Link
2023-03-31Q1 2023 (3M)OK481.7
y/y —
-35.0
y/y —
8.1
y/y —
-26.9
y/y —
-24.1
y/y —
133.8-8.73139.7
y/y —
1512.1
y/y —
—-202.2Link
Data quality No obvious scale, balance-sheet, or cash-flow sanity issues in the displayed periods.

Revenue & EBITDA

RevenueEBITDA

Quarterly values ($ mln)

-25002505007501 0002023 q42024 q12024 q22024 q32024 q42025 q12025 q22025 q32025 q42026 q1

Year-over-year change

-300%-200%-100%0%2023 q42024 q12024 q22024 q32024 q42025 q12025 q22025 q32025 q42026 q1

Cash flow

FCF ($ mln)

-200-10001002002023 q42024 q12024 q22024 q32024 q42025 q12025 q22025 q32025 q42026 q1

Net debt / cash ($ mln)

-1 250-1 000-750-500-25002023 q42024 q12024 q22024 q32024 q42025 q12025 q22025 q32025 q42026 q1

Revenue growth & acceleration

Growth steady →
Last-year revenue growth +28% vs +26% the year before — a +1.6 pp move. 3-year CAGR +27%.
revenue growth by year: 2023 +27% · 2024 +26% · 2025 +28%
The growth-acceleration signal behind the GARP+acceleration strategy — it favours companies whose revenue growth is speeding up and flags those slowing down (the second derivative of growth).

Fundamental value creation

Value the company creates per year, as a % of market cap

Value created per year: -1.0%

How this was calculated
1. EBITDA growth (latest quarter YoY, annualised)
[EBITDA latest qtr − EBITDA year-ago qtr] × annualisation X (2026-03-31 vs 2025-03-31)
= (24 − 18) × 1.30
7
2. Current EV/EBITDA (LTM)
(Market cap + Net debt) ÷ EBITDA (LTM)
= (84 721 + -385) ÷ 31
30.0x — capped at 30x
3. Target multiple
(Current EV/EBITDA + 12) ÷ 2
= (30.0 + 12) ÷ 2
21.0x
4. Cash flow (balance method, LTM)
Net-debt reduction + dividends + buybacks − equity issuance
= -661 + 0 + 0 − 0
-661
4b. Share dilution (at market, LTM)
Share-count growth over the year × Market cap
= 0.5% × 84 721
−386
5. Value created per year
(EBITDA growth × Target multiple + Cash flow − Dilution) ÷ Market cap
= (7 × 21.0 + -661 − 386) ÷ 84 721
-1.0%

Amounts in millions of the reporting currency. EBITDA growth is the latest quarter vs the same quarter a year ago, annualised.

Caveats:

Dividends

No dividend rows found for this issuer (checked: Yahoo Finance (ex-div)).

Reporting forms detected in loaded periods: ✓ ✓ ✓ (Balance sheet / Profit or loss (P&L) / Cash flows)