Datadog, Inc. (DDOG) vs Intuit Inc. (INTU)

Datadog, Inc. and Intuit Inc. are both Software Application companies. Intuit Inc. is the larger, with a market value of $94.8B against $62.7B — 1.5× the size. Intuit Inc. trades at the lower P/E: 21.4× against 237×. Datadog, Inc. grew revenue faster over the last twelve months: 33.2% against 13.9%. Intuit Inc. has the higher net margin (21.3% vs 6.12%) and the higher return on invested capital (20.2% vs 12.9%). Across the 22 metrics below, Intuit Inc. leads on 17 and Datadog, Inc. on 5.

Valuation

Metric DDOG INTU Software Application median
P/E 237.41 21.43 25.90
P/S 14.72 4.56 3.04
P/B 13.36 5.15 2.60
Price to free cash flow 56.78 11.35 17.17
EV/EBITDA 488.04 14.46 15.48
EV/Sales 13.73 4.54 2.89
Earnings yield 0.42% 4.67% 0.00%
Free cash flow yield 1.76% 8.81% 1.98%

Profitability

Metric DDOG INTU Software Application median
Gross margin 79.58% 80.17% 66.89%
Operating margin 2.26% 27.43% 0.00%
Net margin 6.12% 21.29% 0.00%
Free cash flow margin 25.93% 40.18% 5.77%
Return on equity 6.43% 23.60% 0.00%
Return on assets 3.77% 12.38% 0.00%
Return on invested capital 12.91% 20.19% 0.00%

Growth

Metric DDOG INTU Software Application median
Revenue growth (TTM) 33.21% 13.90% 12.27%
EPS growth (last fiscal year) (40.38%) 20.41% 32.11%
Revenue growth, 5-year CAGR 41.53% 17.36% 14.34%
Net income growth, 5-year CAGR 0.00% 17.23% 0.00%

Health

Metric DDOG INTU Software Application median
Debt to equity 0.21 0.34 0.02
Current ratio 3.51 1.51 1.53
Net debt to EBITDA (88.97) (0.12) 0.09

Dividend

Metric DDOG INTU Software Application median
Dividend yield — 1.41% 1.10%
Payout ratio — 0.30 0.28

Size

Metric DDOG INTU Software Application median
Market cap 62.69b 94.83b 487.58m

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