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Datadog, Inc.

DDOG NASDAQ Categories PDF
Technology · Software - Application · United States · Updated May 10, 11:11pm
$200.16
Price
$71.2B
Market Cap
8,100
Employees
1.30
Beta
Olivier Pomel
CEO
Business 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.

Business History
Price Overview
Last updated: May 11, 2026 1:54pm (just now)
$199.67
-0.50 (-0.25%)
Day Range
$193.16 – $203.50
52-Week Range
$98.01 – $203.50
50-Day MA
$127.21
200-Day MA
$138.59
Volume
4,424,050.05
Analyst Price Targets
Low $113.00
Consensus $202.92
High $305.00
(140 analysts)
Share Structure
Outstanding 355,960,203.00
Float 328,533,456.00
Free Float 92.3%
High free float — 92.3% of shares trade freely, ~7.7% held by insiders/institutions
Very liquid — most shares trade freely. Low insider ownership can mean less management alignment, but makes large position sizing straightforward.
Price History (1 Year)
Revenue & Net Income Trend
The directional story — useful even when net income is negative.
Revenue
The top line — total sales before any costs or taxes are subtracted. A measure of how much business the company is doing.
Net Income
The bottom line — profit left after subtracting all expenses, interest, and taxes from revenue. Reflects accounting profitability, but includes non-cash items like depreciation, so it isn't the same as cash earned.
Operating Cash Flow
The real cash generated by the day-to-day business — selling products, paying suppliers, collecting from customers. Calculated from net income by adding back non-cash items and adjusting for timing (unpaid bills, unsold inventory). When OCF consistently lags net income, the reported profit may not be converting to real money.
Period Revenue Net Income Net Margin YoY/QoQ
Key Metrics
API Direct from provider CALC Derived from statements
Industry comparison last run: Apr 23, 2026 9:58am
P/E Ratio (Price per dollar of earnings)
API
Stock Price / EPS (Diluted)
519.65
Stock Price: $200.16
EPS (Diluted): 0.31
P/B Ratio (Price vs net asset value)
API
Stock Price / Book Value Per Share
12.65
Stock Price: $200.16
Total Equity: $3.73B
Shares: 363,471,000
EV/EBITDA (Total value vs operating profit)
API
Enterprise Value / EBITDA
414.45
Market Cap: $71.25B
Total Debt: $1.28B
Cash: $401.31M
EBITDA: $260.61M
Enterprise Value (Takeover price (cap + debt - cash))
API
Market Cap + Total Debt - Cash
$48.4B
Market Cap: $71.25B
Total Debt: $1.28B
Cash: $401.31M
Gross Margin (Revenue left after direct costs)
API
Gross Profit / Revenue
80.0%
Gross Profit: $2.74B
Revenue: $3.43B
Operating Margin (Revenue left after all operations)
API
Operating Income / Revenue
-1.3%
Operating Income: -$44.37M
Revenue: $3.43B
Net Margin (Revenue left as actual profit)
API
Net Income / Revenue
3.1%
Net Income: $107.74M
Revenue: $3.43B
ROE (Profit from shareholder equity)
API
Net Income / Total Equity
3.8%
Net Income: $107.74M
Total Equity: $3.73B
ROIC (Profit from all invested capital)
API
NOPAT / Invested Capital
-0.4%
Operating Income: -$44.37M
Tax Rate: 15.2%
Equity: $3.73B
Total Debt: $1.28B
Cash: $401.31M
Current Ratio (Can it pay short-term bills)
API
Current Assets / Current Liabilities
3.38
Current Assets: $5.38B
Current Liabilities: $1.59B
Debt/Equity (Leverage — debt vs equity)
CALC
Total Debt / Total Equity
0.34
Short-Term Debt: $39.37M
Long-Term Debt: $1.24B
Total Debt: $1.28B
Total Equity: $3.73B
Rev/Share (Top-line per share)
CALC
Revenue / Shares Outstanding
$9.43
Revenue: $3.43B
Shares: 363,471,000
Book Value/Share (Net assets per share)
CALC
(Total Assets - Total Liabilities) / Shares
$10.27
Total Equity: $3.73B
Shares: 363,471,000
FCF/Share (Real cash generated per share)
CALC
(Operating Cash Flow + CapEx) / Shares
$2.75
Operating CF: $1.05B
CapEx: -$49.58M
Shares: 363,471,000
CapEx is negative (outflow) — added to OCF to get FCF
Div Yield (Annual income from holding)
API
Last Annual Dividend / Stock Price
0.0%
Last Dividend: N/A
Stock Price: $200.16
Payout Ratio (Earnings paid out as dividends)
Dividends Paid / Net Income
—
Dividends Paid: N/A
Net Income: $107.74M
Dividends paid not available in cash flow statement
Industry Benchmarks
Compares DDOG against LLM-researched typical ranges for its industry. One research call per industry, cached indefinitely — every stock in the same industry reuses the same baseline.
Deep Analysis

Pre-flight intelligence scans the company first, then routes to the right analytical methods.

0 Company Classification — What type of company is this?
1 Industry Landscape — Where is the industry headed?
2 Company Momentum — Where is this company trending?
3 Forward Projection — 1Y & 2Y projected metrics (requires Layer 1 + 2)
4a DCF Valuation — Present value of future cash flows
4b Earnings Power Value — Floor value — worth with zero growth
4c Anchored PE — Industry PE adjusted for growth differential
4d Reverse DCF — What growth is the market pricing in?
4e Revenue-Based DCF — For growth/narrative companies (skip if mature earner)
Not applicable for High Growth Profitable companies
4f Anchored P/S — Price-to-Sales peer comparison (skip if mature earner)
Not applicable for High Growth Profitable companies
4g Scenario Analysis — Bull / Base / Bear (skip if mature earner)
Not applicable for High Growth Profitable companies
4h Dividend Discount Model — For dividend/income stocks only
Not applicable for High Growth Profitable companies
4i Book Value Analysis — For deep value / turnaround stocks only
Not applicable for High Growth Profitable companies
4j Insider Activity — Are insiders buying or selling?
4f Cash Flow Quality — How trustworthy is the FCF?
4g Debt Maturity Risk — Can it handle its debt?
4h Macro Environment — Rates, market valuation, volatility
4i Sector Intelligence — How does this company compare within its sector?
4j Revenue Confidence — How reliable is the growth projection?
4k Sensitivity Analysis — How fragile is the fair value estimate?
4l Sector Demand Cycle — Is the sector in a boom, steady state, or contraction?
5 AI Investigation — Adaptive research engine (Claude)
5b Thesis Evaluation — What does the market believe? (narrative/platform stocks only)
Not applicable for High Growth Profitable companies
6 Valuation Synthesis — Weighted verdict from all methods (requires Layer 4)
Income Statement (Annual)
Metric 2021 2022 2023 2024 2025
Revenue $1.0B $1.7B $2.1B $2.7B $3.4B
Cost of Revenue $234.8M $347.6M $410.7M $516.4M $687.0M
Gross Profit $793.9M $1.3B $1.7B $2.2B $2.7B
Operating Expenses $813.1M $1.4B $1.8B $2.1B $2.8B
Operating Income -$19.2M -$58.7M -$33.5M $54.3M -$44.4M
Net Income -$20.7M -$50.2M $48.6M $183.7M $107.7M
EBITDA $25.6M $41.1M $150.2M $318.0M $260.6M
EPS $-0.07 $-0.16 $0.15 $0.55 $0.31
EPS (Diluted) — — — — —
Balance Sheet (Annual)
Metric 2021 2022 2023 2024 2025
Cash & Equivalents $271.0M $339.0M $330.3M $1.2B $401.3M
Total Current Assets $1.9B $2.3B $3.2B $4.9B $5.4B
Total Assets $2.4B $3.0B $3.9B $5.8B $6.6B
Current Liabilities $528.7M $759.7M $1.0B $1.9B $1.6B
Long-Term Debt $735.5M $738.8M $742.2M $979.3M $1.2B
Total Liabilities $1.3B $1.6B $1.9B $3.1B $2.9B
Total Equity $1.0B $1.4B $2.0B $2.7B $3.7B
Retained Earnings -$152.1M -$202.3M -$153.7M $30.0M $137.8M
Cash Flow (Annual)
Metric 2021 2022 2023 2024 2025
Operating Cash Flow $286.5M $418.4M $660.0M $870.6M $1.1B
Capital Expenditure -$36.0M -$64.9M -$27.6M -$34.7M -$49.6M
Free Cash Flow $250.5M $353.5M $632.4M $835.9M $1.0B
Acquisitions (net) -$226.5M -$45.9M -$12.5M -$7.1M -$118.0M
Debt Repayment — — — — —
Dividends Paid — — — — —
Stock Buybacks $0 $0 $0 $0 $0
Net Change in Cash $45.8M $67.8M -$11.9M $916.6M -$845.7M
Analyst Estimates (Annual)
Metric 2027 2028 2029 2030
Revenue $5.2B
$4.8B – $5.6B
 $6.3B
$6.2B – $6.4B
 $7.3B
$6.9B – $7.8B
 $8.3B
$7.9B – $8.8B
EBITDA $869.8M
$812.8M – $935.4M
 $1.1B
$1.0B – $1.1B
 $1.2B
$1.2B – $1.3B
 $1.4B
$1.3B – $1.5B
Net Income $1.0B
$924.5M – $1.1B
 $1.5B
$812.7M – $2.1B
 $1.6B
$1.5B – $1.7B
 $1.7B
$1.6B – $1.9B
EPS — — — —
Growth Trends (YoY %)
Metric 2022 2023 2024 2025
Revenue Growth +62.8% +27.1% +26.1% +27.7%
Gross Profit Growth +67.2% +29.4% +26.2% +26.4%
Operating Income Growth -206.4% +43.0% +262.2% -181.7%
Net Income Growth -141.8% +196.8% +278.3% -41.4%
EBITDA Growth +60.7% +265.5% +111.7% -18.0%
Insider Trading (Recent)
Date Insider Type Shares Price Value
2026-05-05 Richardson Julie S-Sale 502.00 $150.00 $75,300
2026-05-05 Walters Sean Michael S-Sale 1,914.00 $150.00 $287,100
2026-05-05 Acocella Kerry S-Sale 13,857.00 $150.00 $2.1M
2026-05-04 Agarwal Amit C-Conversion 20,000.00 $0.00 $0
2026-05-04 Agarwal Amit C-Conversion 20,000.00 $0.00 $0
2026-05-04 Agarwal Amit S-Sale 600.00 $140.02 $84,012
2026-05-04 Agarwal Amit S-Sale 1,200.00 $141.19 $169,428
2026-05-04 Agarwal Amit S-Sale 1,600.00 $142.42 $227,869
2026-05-04 Agarwal Amit S-Sale 2,500.00 $143.77 $359,421
2026-05-04 Agarwal Amit S-Sale 4,900.00 $144.81 $709,571
2026-05-04 Agarwal Amit S-Sale 4,965.00 $145.69 $723,354
2026-05-04 Agarwal Amit S-Sale 4,135.00 $146.69 $606,554
2026-05-04 Agarwal Amit S-Sale 100.00 $147.28 $14,728
2026-05-04 Le-Quoc Alexis M-Exempt 18,750.00 $0.00 $0
2026-05-04 Le-Quoc Alexis C-Conversion 10,688.00 $0.00 $0
2026-05-04 Le-Quoc Alexis C-Conversion 32,418.00 $0.00 $0
2026-05-05 Le-Quoc Alexis C-Conversion 10,806.00 $0.00 $0
2026-05-04 Le-Quoc Alexis C-Conversion 32,418.00 $0.00 $0
2026-05-04 Le-Quoc Alexis S-Sale 2,044.00 $140.34 $286,849
2026-05-04 Le-Quoc Alexis S-Sale 1,956.00 $141.23 $276,249
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My Notes personal — only you see this
Data via Financial Modeling Prep · Cached for performance · fmp
v1.1.193 · 1946f027 · 2026-05-08 18:57:27