Frontierby eninvs

Language: EN · RU

← Region

Datadog, Inc. (DDOG) USD

At a glance: strengths & risks
Revenue growing (+28%)Net cash balance sheetProfit falling (-41%)Margins compressing (4%→0%)

Sector: United States — large cap (SEC filings)

US_DDOG

Price chart

283.17 USDDay -1.73%

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
283.17 USD · -1.73%
Market cap
102.9 bn USD

Growth

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

Multiples

P/E (LTM)
0.8x
P/B (FY)
27.6x
P/E (ann.)
489.4x
EV/EBITDA (LTM)
23.4x

Cash return

Dividend yield
FCF yield (LTM)
-0.7%

Value creation

fundamental value/yr, % of market cap
Value created / year

Liquidity

Daily turnover (US listing)
1.6 bln USD

Shares: yahoo_fundamentals_timeseries/DDOG

Financial results

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%
334.6-22.06952.0
y/y 15.7%
3988.2
y/y 36.7%
5.4%-125.8Link
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%
327.1-9.66643.8
y/y 14.8%
3732.2
y/y 37.5%
3.0%-105.7Link
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%
251.5-17.06052.5
y/y 30.7%
3439.1
y/y 30.8%
1.4%-243.7Link
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%
200.1-130.45822.4
y/y 32.0%
3195.8
y/y 32.8%
0.3%-206.0Link
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%
271.5-10.66010.4
y/y 45.1%
2916.7
y/y 32.4%
3.5%-817.7Link
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%
265.2-14.75785.3
y/y 47.0%
2714.4
y/y 34.0%
6.9%-1018.1Link
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%
228.7-8.64631.5
y/y 30.7%
2629.1
y/y 45.5%
2.7%-113.0Link
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%-192.6Link
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%-67.7Link
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
220.2-18.53936.1
y/y
2025.4
y/y
2.5%-170.2Link
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
152.8-10.53543.3
y/y
1806.5
y/y
1.7%-114.7Link
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%-146.8Link
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
-115.9Link

Net debt structure (leases included, IFRS 16) 2026-03-31

Short-term debt (incl. ST leases)41
Long-term debt (incl. LT leases)259
− Cash & equivalents426
Net debt-126

Net debt / LTM EBITDA: -4.1x

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

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)
= (102 924 + -126) ÷ 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
= -692 + 0 + 0 − 0
-692
4b. Share dilution (at market, LTM)
Share-count growth over the year × Market cap
= 0.5% × 102 924
−469
5. Value created per year
(EBITDA growth × Target multiple + Cash flow − Dilution) ÷ Market cap
= (7 × 21.0 + -692 − 469) ÷ 102 924
-1.0%

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

Caveats:

  • base 2025-03-31 normalized for growth: margin -0.3% << typical 2.3% -> base EBITDA -2->18 (vs normal-margin base, not the trough)
  • dividends/buybacks not in data - balance cash flow uses net-debt change only
  • share-count dilution 0.5%/yr (valued at market: -469)

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).

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)

Financial results, valuation multiples (P/E, P/B, EV/EBITDA), profitability and dividend yield of Datadog, Inc. (DDOG) — from primary filings.

Cloud observability and monitoring SaaS platform for applications and infrastructure.

Frequently asked questions

What is Datadog, Inc. (DDOG)'s P/E ratio?
Datadog, Inc. (DDOG) trades at a P/E of 0.8x (price to trailing 12-month earnings).
What is Datadog, Inc. (DDOG)'s EV/EBITDA?
Datadog, Inc. (DDOG) trades at 23.4x EV/EBITDA.
What is Datadog, Inc. (DDOG)'s P/B ratio?
Datadog, Inc. (DDOG) trades at a P/B of 27.6x.
What is Datadog, Inc. (DDOG)'s return on equity (ROE)?
Datadog, Inc. (DDOG)'s ROE is 5.4%.
What is Datadog, Inc. (DDOG)'s market capitalization?
Datadog, Inc. (DDOG)'s market cap is 102.9 bn USD.

See also: The Cheapest Stocks in the World (2026): What Value Investing Says About Buying Cheap · global valuation map