Datadog, Inc. (DDOG) vs Strategy Inc (MSTR)
Datadog, Inc. and Strategy Inc are both Software Application companies. Datadog, Inc. is the larger, with a market value of $92.5B against $62.2B — 1.5× the size. Strategy Inc has negative trailing earnings, so its P/E is not meaningful; Datadog, Inc. trades at 526×. Datadog, Inc. grew revenue faster over the last twelve months: 31.5% against 7.79%. Datadog, Inc. has the higher net margin (4.48% vs −6,294.0%) and the higher return on invested capital (2.78% vs −64.7%). Across the 18 metrics below, Datadog, Inc. leads on 15 and Strategy Inc on 3.
Valuation
Profitability
| Metric | DDOG | MSTR | Software Application median |
|---|---|---|---|
| Gross margin | 79.51% | 67.60% | 67.03% |
| Operating margin | 0.41% | (7,295.38%) | 0.00% |
| Net margin | 4.48% | (6,293.95%) | 0.00% |
| Free cash flow margin | 27.04% | (4,356.09%) | 4.32% |
| Return on equity | 4.70% | (80.05%) | 0.00% |
| Return on assets | 2.66% | (53.46%) | 0.00% |
| Return on invested capital | 2.78% | (64.65%) | 0.00% |
Growth
Health
Dividend
Size
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