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Datadog, Inc. (DDOG) vs Shopify Inc. (SHOP)

Datadog, Inc. and Shopify Inc. are both Software Application companies. Shopify Inc. is the larger, with a market value of $229.2B against $95.6B — 2.4× the size. Shopify Inc. trades at the lower P/E: 114× against 485×. Shopify Inc. grew revenue faster over the last twelve months: 32.5% against 31.5%. Shopify Inc. has the higher net margin (14.5% vs 4.48%) and the higher return on invested capital (14.6% vs 2.78%). Across the 22 metrics below, Shopify Inc. leads on 16 and Datadog, Inc. on 6.

Valuation

Metric DDOG SHOP Software Application median
P/E 484.53 114.32 25.41
P/S 22.19 16.52 2.73
P/B 20.16 17.28 2.57
Price to free cash flow 82.06 93.19 17.58
EV/EBITDA 698.11 114.95 15.36
EV/Sales 21.18 16.23 2.59
Earnings yield 0.21% 0.87% 0.00%
Free cash flow yield 1.22% 1.07% 2.24%

Profitability

Metric DDOG SHOP Software Application median
Gross margin 79.51% 47.77% 67.03%
Operating margin 0.41% 13.90% 0.00%
Net margin 4.48% 14.53% 0.00%
Free cash flow margin 27.04% 17.73% 5.01%
Return on equity 4.70% 15.54% 0.00%
Return on assets 2.66% 13.28% 0.00%
Return on invested capital 2.78% 14.58% 0.00%

Growth

Metric DDOG SHOP Software Application median
Revenue growth (TTM) 31.52% 32.50% 12.48%
EPS growth (last fiscal year) (40.38%) (39.35%) 32.26%
Revenue growth, 5-year CAGR 41.53% 31.58% 14.21%
Net income growth, 5-year CAGR 0.00% 30.96% 0.00%

Health

Metric DDOG SHOP Software Application median
Debt to equity 0.23 0.01 0.02
Current ratio 3.20 5.35 1.52
Net debt to EBITDA (88.97) (3.85) 0.08

Dividend

Metric DDOG SHOP Software Application median
Dividend yield — — 0.95%
Payout ratio — — 0.29

Size

Metric DDOG SHOP Software Application median
Market cap 95.60b 229.20b 357.77m

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