Pricing Log in Create free account
Friday 6 November 2026 Export DDOG’s income statement to Excel — free account

Datadog, Inc.

DDOG Technology Software Application

Datadog, Inc.’s revenue for fiscal 2025 (year ended December 2025) was $3.4 billion, up 27.7% from fiscal 2024.

Revenue
+35.2%
EPS
+229.9%
Free cash flow
+17.1%
Total debt
+0.43%

Quarter to September 2026, against a year earlier

175.66 13.06 −6.92%
Market cap
$62.7B
P/E
237×
Fwd P/E
431×
Dividend yield
—
F-score
5/9
Altman Z
10.94
Beneish M
−2.75
Dividend safety
n/a
Overview Business Profile Earnings & Analysis
Financials
Income Statement Balance Sheet Cash Flow Metrics & Ratios
Segments Valuation Filings

Insider Decisions last twelve months

Sold, $m 768.78
Trades a month
Jan 26 Apr 26 Jul 26 Oct 26
Buy — — — — — — — — — — — —
Sell 14 3 3 15 9 14 22 10 8 21 2 —
Insider Ownership 8.16%

Capital & Financial Ratios $m

Size
Market Cap 62,690.00
Revenue ttm 4,278.16
Net income ttm 262.02
Free cash flow ttm 1,109.45
Net debt Q (4,246.99)
Valuation
P/E 237.41 (above 35: high)
Forward P/E 431.00 (above 35: high)
Price / sales 14.72 (above 10: high)
Forward P/S Powerpack
Price / FCF 56.78
Price / book 13.36 (above 6: high)
Financial health
Current ratio Q 3.51 (at or above 1.5: strong)
Debt / equity Q 0.21 (at or below 0.5: strong)
Interest coverage Q 23.09
Growth
Revenue growth Q +35.16% (above 0%: growing)
Operating income growth Q +1,386.04% (above 0%: growing)
EPS, this year +32.92% (at or above 15%: strong)
EPS, next year A +14.30%
Revenue, next year A +30.55% (at or above 10%: strong)
EPS, past 5 yrs —
EPS, next 5 yrs A +22.22% (at or above 15%: strong)

Green and red mark values outside typical ranges; (Q) is the latest quarter, (A) analysts’ estimates. How we judge →

Valuation vs history

EV/Sales, ten years
EV/Sales is 13.7×, against a ten-year median of 18.0×; over the ten years it ranged from 9.3× in 2019 to 62.0× in 2021.
P/E against its own 10 years 17.07%
10-year low 10-year high
P/S against its own 10 years 19.82%
10-year low 10-year high
P/B against its own 10 years 14.73%
10-year low 10-year high
EV/Sales against its own 10 years 19.71%
10-year low 10-year high
EV/FCF against its own 10 years 15.68%
10-year low 10-year high

Dividends

Yield
—
Annual rate
—
Payout ratio
—

Assets vs Liabilities $m

2023 2024 2025 Q'26
Cash 2,583 4,189 4,475 5,234
Receivables 509 599 741 794
Inventory — — — —
Other — — — —
3,178 4,911 5,382 6,231
2023 2024 2025 Q'26
Payables 88 108 149 266
ST’ Debt — — — —
Other — — — —
1,003 1,863 1,591 1,776

Compound Annual Growth %

10y 5y 3y
Sales — 41.53% 26.95%
Cash Flow — 57.29% 35.90%
Earnings — 0.00% 0.00%
Book Value — 31.27% 38.31%

Earnings Trends EPS, adjusted, against the consensus

Q3 FY26 Estimate 0.64 Actual 0.81

Earnings per share against the consensus, by quarter
Quarter Estimate Reported Result
Q4 FY25 0.55 0.59 Beat by 0.04
Q1 FY26 0.50 0.60 Beat by 0.10
Q2 FY26 0.58 0.65 Beat by 0.07
Q3 FY26 0.64 0.81 Beat by 0.17
Q4 FY26 0.64 — Reports 9 February 2027

EPS $

Mar Jun Sep Dec Year
’26 0.14 0.12 0.32 — —
’25 0.07 0.01 0.10 0.13 0.31
’24 0.12 0.12 0.14 0.13 0.52
’23 (0.08) (0.01) 0.06 0.15 0.14
’22 0.03 (0.02) (0.08) (0.09) (0.16)
’21 (0.04) (0.03) (0.02) 0.02 (0.07)
’20 0.02 0.00 (0.05) (0.05) (0.08)
Fiscal quarters ending in the months shown.

Revenue $m

Mar Jun Sep Dec Year
’26 1,006 1,121 1,197 — —
’25 762 827 886 953 3,427
’24 611 645 690 738 2,684
’23 482 509 548 590 2,128
’22 363 406 437 469 1,675
’21 199 234 270 326 1,029
’20 131 140 155 178 603
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

Mar Jun Sep Dec Year
’26 335 316 290 — —
’25 272 200 251 327 1,050
’24 212 164 229 265 871
’23 134 153 153 220 660
’22 147 73 84 114 418
’21 52 52 67 116 287
’20 24 25 36 24 109
Fiscal quarters ending in the months shown.

Free Cash Flow $m

Mar Jun Sep Dec Year
’26 289 279 251 — —
’25 244 165 214 291 915
’24 187 144 204 241 775
’23 116 142 138 201 598
’22 130 60 67 96 354
’21 44 42 57 107 251
’20 19 19 29 17 83
Fiscal quarters ending in the months shown.

Valuation

The price implies free cash flow after share-based pay growing 39.9% a year for ten years.

Implied
39.9%
Open the model

Target Price Range

Analyst price targets

Recommendation Rating

1.3
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to December

Ten-year view Analyst estimates Powerpack
Group Line 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 TTM Sep ’26 Trend 10 yrs 2026e 2027e 2028e Next 3/yr
Income, $m
Income, $m Revenue — 101 198 363 603 1,029 1,675 2,128 2,684 3,427 4,278 +55.4% 4,474 5,487 6,776 +25.5%
Gross margin, % — 76.76 76.51 75.48 78.43 77.23 79.30 80.74 80.79 79.96 79.58 +3.2 pt
EBT — (2) (10) (16) (22) (18) (38) 60 204 127 289 n/m
EBT margin, % — (2.10) (5.17) (4.40) (3.68) (1.79) (2.27) 2.83 7.60 3.71 6.75 +5.8 pt
Net income — (3) (11) (17) (25) (21) (50) 49 184 108 262 n/m
Per share, $
Per share, $ Revenue — 1.64 2.79 2.59 2.01 3.33 5.31 6.57 7.98 9.87 11.93 +25.1%
Earnings — (0.04) (0.15) (0.12) (0.08) (0.07) (0.16) 0.15 0.55 0.31 0.74 n/m
Cash flow — 0.23 0.15 0.17 0.36 0.93 1.33 2.04 2.59 3.02 3.53 +38.3%
Capex — (0.13) (0.22) (0.17) (0.09) (0.12) (0.21) (0.19) (0.28) (0.39) (0.44) +15.0%
Free cash flow — 0.10 (0.07) 0.01 0.28 0.81 1.12 1.84 2.31 2.63 3.09 +50.8%
Book value — 0.00 (1.07) 5.59 3.19 3.37 4.47 6.25 8.07 10.75 13.15 n/m
Shares, m — 61 71 140 300 309 315 324 336 347 354 +24.2%
Valuation, ×
Valuation, × P/E — 0.00 0.00 0.00 0.00 0.00 0.00 822.00 264.61 442.10 237.41 169.9
P/S — 0.00 0.00 14.57 48.99 53.50 13.57 17.52 17.90 13.78 14.72 20.0
P/B — 0.00 0.00 6.75 30.88 52.87 16.12 18.41 17.70 12.65 13.36 17.3
EV/Sales — 0.00 0.00 12.57 47.43 52.71 12.89 16.66 16.70 12.76 13.73 19.1
EV/FCF — (265.16) (265.16) 5,764.14 344.02 216.45 61.08 59.32 57.83 47.82 52.95 668.9
Cash, $m
Cash, $m Operating cash flow — 14 11 24 109 287 418 660 871 1,050 1,268 +71.8%
Capex — (8) (16) (23) (26) (36) (65) (62) (95) (135) (158) +42.9%
Free cash flow — 6 (5) 1 83 251 354 598 775 915 1,109 +87.3%
Balance, $m
Balance, $m Working capital — 42 10 704 1,420 1,342 1,584 2,175 3,048 3,791 4,455 +75.6%
Net debt — 81 87 (725) (942) (819) (1,145) (1,841) (3,210) (3,491) (4,247) n/m
Shareholders’ equity — — (76) 782 957 1,041 1,411 2,025 2,714 3,732 4,716 n/m
Returns, %
Returns, % ROA — (1.67) (11.97) (2.74) (1.68) (0.97) (1.86) 1.40 3.78 1.73 3.77 +3.4 pt
ROIC — (2.28) (60.92) (21.94) (54.35) (5.39) (13.84) (11.32) 0.00 (11.52) 12.91 (9.2) pt
ROE — 3.38 14.16 (4.73) (2.82) (2.08) (4.09) 2.83 7.75 3.34 6.43 0.0 pt
People
People Employees — — 200 1,403 2,185 1,500 4,800 5,200 6,500 8,100 — +69.7%
Revenue/emp, $m — 0.00 0.99 0.26 0.28 0.69 0.35 0.41 0.41 0.42 — n/m
Negative figures in brackets.
estimates

All 10 years →

Fiscal years to Dec 2025 · latest quarter Sep 2026 · fundamentals updated 5 Nov 2026

Business profile

Updated

Datadog sells cloud-based software that helps organizations monitor and secure their applications and technology infrastructure. Founded in 2010 and headquartered in New York City, the company is led by cofounder and chief executive Olivier Pomel.

Its platform brings together information about servers, applications, networks, user activity and security. Developers and operations teams can use that information to see how systems are performing, investigate problems and coordinate a response. Security teams can also use the platform to identify vulnerabilities and investigate threats.

Datadog, Inc. vs peers in Software Application (Q) = latest quarter vs a year earlier

Company Market cap P/E Fwd P/E Revenue growth (Q) EPS growth (Q) FCF growth (Q) Gross margin (Q) EBIT margin (Q) Compare
ADBE Adobe Inc. $95.9B 13.7× 13.7× +12.89% (above 0%: growing) +10.77% (above 0%: growing) +14.68% (above 0%: growing) 88.71% 34.82% Compare
INTU Intuit Inc. $94.8B 21.4× 16.8× +13.65% (above 0%: growing) −1.47% (below 0%: shrinking) +253.37% (above 0%: growing) 78.11% 10.91% Compare
CDNS Cadence Design Systems, Inc. $85.5B 61.7× 67.7× +21.99% (above 0%: growing) −0.15% (below 0%: shrinking) +30.67% (above 0%: growing) 85.57% 26.25% Compare
DDOG Datadog, Inc. $62.7B 237× 431× +35.16% (above 0%: growing) +229.90% (above 0%: growing) +17.14% (above 0%: growing) 80.19% 6.24%
ADSK Autodesk, Inc. $56.3B 34.7× 29.4× +16.05% (above 0%: growing) +59.18% (above 0%: growing) +24.77% (above 0%: growing) 91.40% 29.28% Compare
MSTR Strategy Inc $54.6B — (loss-making) — (loss-making) −2.54% (below 0%: shrinking) +413.76% (above 0%: growing) +96.11% (above 0%: growing) 71.46% 16,670.88% Compare
ROP Roper Technologies, Inc. $48.6B 19.3× 18.1× +7.65% (above 0%: growing) +32.43% (above 0%: growing) −5.62% (below 0%: shrinking) 70.11% 28.70% Compare
WDAY Workday, Inc. $48.2B 40.2× 34.7× +12.82% (above 0%: growing) +200.00% (above 0%: growing) −21.77% (below 0%: shrinking) 75.39% 11.82% Compare
TEAM Atlassian Corporation PLC $46.2B — (loss-making) 192× +27.60% (above 0%: growing) n/m +31.74% (above 0%: growing) 86.50% 11.93% Compare
Median of peers $55.4B 28.1× 29.4× +13.27% +32.43% +27.72% 81.84% 27.48%

All 230 Software Application stocks →

From the latest earnings call

Updated

  • Olivier Pomel said Q2 demand accelerated across AI-native and non-AI customers, with AI adoption increasing cloud and platform usage.
  • David Obstler said Datadog incorporated its largest customer’s usage reduction into Q3 and full-year guidance after that customer renewed.

Analyst rating changes each firm’s latest, last six months

Firm Date Action Rating Target
Needham Nov 5, 2026 Target raised — 260.00 → 300.00
BTIG Nov 4, 2026 Target cut Buy 289.00 → 260.00
UBS Oct 27, 2026 Target raised Buy 280.00 → 320.00
Oppenheimer Oct 26, 2026 Target raised Outperform 300.00 → 330.00
CIBC Oct 25, 2026 Target raised — 280.00 → 315.00
Bernstein Oct 25, 2026 Upgrade Hold → Outperform 237.00 → 350.00
Bank of America Oct 23, 2026 Target raised Buy 305.00 → 335.00
Mizuho Oct 19, 2026 Target raised — 300.00 → 330.00

Largest institutional holders 13F, quarter to 30 June 2026

Held by institutions 84.10%
Held by the ten largest 46.67%
Holder Shares Stake Change
Vanguard 42.61m 11.87% +382.69k
BlackRock 35.55m 9.90% +295.41k
Fidelity (FMR) 19.76m 5.50% +6.47m
State Street 14.71m 4.10% +646.43k
T. Rowe Price 13.74m 3.83% +3.36m
Invesco 13.23m 3.68% +1.59m
Geode Capital Management 9.54m 2.66% +198.68k
Jupiter Topco 6.94m 1.93% +6.94m
Jennison Associates 6.86m 1.91% +937.77k
Morgan Stanley 4.64m 1.29% −418.84k
13F filings for the quarter to 30 June 2026: long positions in US-listed shares reported by managers with $100m or more, ~45 days after the quarter.

Pay and ownership Proxy statement filed 29 April 2026

Chief executive’s pay

Year Total pay Actually paid $100 invested
2025 27.06m 50.09m 360.00
2024 19.84m 29.46m 378.00
2023 11.64m 33.08m 321.00
2022 11.25m (85.75m) 195.00
2021 8.63m 107.01m 471.00

Ownership

Directors and executive officers, together 35.50% of the votes
Olivier Pomel 17.30% of the votes
Alexis Lê-Quôc 15.50% of the votes
The Vanguard Group 7.20% of the votes
BlackRock, Inc. 4.60% of the votes
Total pay is as the Summary Compensation Table states it; actually paid revalues the year’s share awards at its end, as the SEC’s pay-versus-performance rule asks. $100 invested is what $100 in the company’s shares at the start of the earliest year shown was worth at each year’s end. Ownership is the proxy’s own table: the directors and officers as a group, and every holder of 5% or more. Read the proxy statement

Datadog, Inc. (DDOG) Latest News

5 Nov

Impact 3 · · TIKR
Impact 3 · · Zacks
Impact 3 · · Zacks
Impact 3 · · TIKR

4 Nov

Impact 3 · · The Motley Fool
Impact 3 · · GuruFocus.com
Impact 3 · · 24/7 Wall St.
Impact 3 · · Moby
Impact 3 · · GuruFocus.com
Impact 3 · · Investing.com
Impact 3 · · GuruFocus.com
Impact 3 · · GuruFocus.com
Impact 3 · · MarketBeat
Impact 3 · · The Motley Fool transcript
Impact 3 · · MT Newswires
Impact 3 · · Simply Wall St.
Impact 3 · · InvestorsHub
Impact 3 · · The Motley Fool
Impact 3 · · 24/7 Wall St.
Impact 3 · · TIKR
Impact 3 · · Investing.com
Impact 3 · · Associated Press
Impact 3 · · StockStory
Impact 3 · · GlobeNewswire

2 Nov

Impact 3 · · Zacks

29 Oct

Impact 4 · · The Motley Fool
Impact 4 · · GlobeNewswire
Impact 4 · · Investing.com
Impact 3 · · Zacks

28 Oct

Impact 3 · · TechCrunch

DDOG metrics, ten years each

stockrow.com/DDOG · Data as of Nov 5, 2026 · For information only; not investment advice. · © 2026 stockrow.com