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DDOG

NASDAQ · USD
Datadog, Inc.
Technology · Software - Application
CEO Olivier Pomel Employees 8,100 R&D / revenue 45.2%
Last price
$247.11−7.19%last session
Market cap
$88.7B
P/E (TTM)
497.0x
From 52w high
−17.8%
From 52w low
+152.1%
1-year return
+63.5%
RSI 14 · vs SMA200
41.8 · +29.0%
IS score
72.7/ 100
Factor model across 8 sub-scores, ranked against 3,010 US stocks. Describes the business, not the outlook.
Download full factsheet (PDF)

One year, rebased to 100

DDOG   SPY   XLK (sector ETF) · weekly closes
80100120140160180Jan 26Apr 26Jul 26Oct 26DDOG 163XLK 129SPY 116

Score DNA

Each bar is a 0-100 score within the scored universe
30
Profitability
76
Growth
36
Value
100
Momentum
100
Risk (safety)
70
Quality
91
Balance sheet
48
Earnings quality

Flags

Strengths
✓ Net cash✓ Congress buying
Warnings
▲ Share count rising
Observations
Moat model: Narrow, Network EffectsPiotroski 6 / 9Altman Z 19.4Beta 1.493 of 4 smart-money sources active

Smart-money strip

Each disclosure source on its own window. Filings coinciding is not coordination.
INSForm 4 · 180 days
Insider open-market buys
0
511 open-market sales, $623.9M
Form 144 notices (12m): 155, $779.8M proposed, not confirmed sales
CONGSTOCK Act · 180 days
Congressional purchases
6
Last disclosed purchase 2026-05-19
Members disclose in ranges, 30-45 days after the trade
13F13F · quarter to 2026-06-30
Net change in institutional holders
+224
318 new holders, 85 closed
1,277 filers hold 86.2% · 424 added, 441 trimmed
ETFETF holdings · 30 days
Net funds accumulating
+386
1,471 funds adding shares
1,085 funds trimming · counts of funds, not dollars
DARKFINRA · daily
Short-sale share of off-exchange volume
47.3%
20-day avg 55.0%, 50-day avg 54.0%
Latest 7.7 pp under its 20-day average · a flow, not short interest

Key financials · FY2025

USD, fiscal year. Stock-based compensation is non-cash; shown against FCF.
Income statement
Revenue$3.4B
Revenue growth YoY+27.7%
Gross margin80.0%
Operating income−$44.4M
Operating margin-1.3%
Net income$107.7M
Net margin3.1%
EPS (diluted)$0.30
Cash flow
Operating cash flow$1.1B
Capital expenditure$49.6M
Free cash flow$1.0B
FCF conversion (FCF / OCF)95.3%
Stock-based compensation$0
FCF less SBC$1.0B
Buybacks$0
Dividends$0
Balance sheet & returns
Cash & short-term investments$4.5B
Total debt$1.3B
Net cash$3.2B
Shareholders' equity$3.7B
Goodwill & intangibles$545.5M
Debt / equity0.29
ROE (TTM)4.6%
ROIC (TTM)0.2%
Operating margin by fiscal year
-1.9%FY2021-3.5%FY2022-1.6%FY20232.0%FY2024-1.3%FY2025
Revenue $1.0B (FY2021) to $3.4B (FY2025), a 35.1% CAGR.

Valuation

P/E (TTM)497.0x
EV / EBITDA298.6x
Price / sales22.37x
Price / FCF76.8x
FCF yield1.30%
Buyback yield0.00%
SBC / revenue20.7%
Price / book20.07x
Forward P/E FY202697.6x
Forward P/E FY202783.4x
Forward P/E FY202868.6x
Forward multiples divide today's price by Street EPS estimates. Street mean target $290.52 across 23 analysts last quarter is theirs, not ours.

DDOG vs industry median

831 companies in Software - Application
Gross margin 79.5% 59.6% Operating margin 0.4% -6.6% Net margin 4.5% -9.7% ROIC 0.2% 3.5%
DDOG (TTM)Industry median Asset turnover 0.53 vs industry 0.57 · financial leverage 1.73

Earnings delivery

Next report 2026-11-04 · consensus EPS $0.64
100%
beat rate, 12 of 12 quarters
+13.8%
median EPS surprise
12
longest beat streak
+32+1+25+15+15+11+7+12+20+6+18+11
EPS surprise in % vs the consensus at the time, oldest (left) to newest, 2023-11-07 to 2026-08-06. Bars cap at ±60%.

Peers

Market-cap band, not the industry cohort above
CompanyMkt capP/EROENet marginRev growth12m return
DDOG Datadog, Inc. $88.7B497.0x4.6%4.5%+27.7% +63.5%
APP AppLovin Corporation $89.4B20.4x203.7%65.8%+37.9% −56.1%
CDNS Cadence Design Systems, Inc. $88.0B63.1x23.2%23.2%+14.7% −1.5%
INTU Intuit Inc. $86.9B19.7x23.6%8.3%+13.9% −49.0%
ADBE Adobe Inc. $95.4B13.7x61.9%27.0%+12.0% −25.5%
SNOW Snowflake Inc. $108.3Bn/m-48.2%-12.4%+32.0% —
ADP Automatic Data Processing, I $114.5B26.3x72.2%17.9%+6.7% —
MSTR Strategy Inc $55.1Bn/m-31.2%—+6.8% —
12-month window: SPY +15.9%, sector ETF XLK +29.0%. Past returns describe history only.

Recent 8-K filings

2026-08-06Earnings Release; Exhibits
2026-06-16Shareholder Vote
2026-05-07Earnings Release; Exhibits
2026-04-22Bylaws Amendment; Shareholder Vote; Other Events; Exhibits
2026-03-02Departure/Election of Directors; Appointment of Officers
2026-02-10Results of Operations and Financial Condition

Context

Shares outstanding359,075,024
Free float91.7%
Institutional ownership86.2%
Beta1.49
Dividend yield0.00%
Last dividendNone on file
50 / 200-day average$246.74 / $191.07
Large-cap Technology median P/E34.8x

Full factsheet

The PDF carries everything on this page plus the cash-allocation waterfall, Form 144 notices, 13F holder detail, dark-pool and short-flow history, seasonality and the moat assessment (Narrow).

Read it in the browser Download (PDF)

All fundamentals · 140 measures in 13 categories

Percentile = where DDOG sits among 137 scored companies in Software - Application (0 = lowest value, 100 = highest). It is a position, not a grade.
ValuationProfitability (TTM)Returns on capitalGrowthMargin history & stabilityLiquidity (latest quarter)Leverage & solvency (latest quarter)EfficiencyCash flow & earnings qualityDividends & buybacksScores & forensic checksPer shareSize (TTM)

Valuation

MeasureDDOGIndustry medianIndustry percentileSector median
P/E (TTM) 499.7x 30.6x
96th		 32.0x
PEG (P/E ÷ 3-yr EPS CAGR) —
Price / sales 22.4x 4.5x
96th		 3.9x
Price / book 20.3x 4.7x
92nd		 4.4x
Price / tangible book 26.4x 7.0x
91st		 8.8x
Price / free cash flow 76.8x 17.2x
96th		 20.3x
Price / operating cash flow 72.2x 16.1x
95th		 17.9x
Enterprise value $85.0B $3.8B
93rd		 $5.5B
EV / sales 21.4x 4.2x
96th		 4.1x
EV / EBITDA 270.6x 19.1x
98th		 18.9x
EV / EBIT 374.9x 27.7x
97th		 26.7x
EV / free cash flow 73.6x 18.6x
96th		 21.9x
Earnings yield 0.2% 1.4%
42nd		 2.0%
FCF yield 1.3% 4.8%
19th		 3.3%
Operating cash flow yield 1.4% 5.1%
18th		 4.4%
Graham number (per share) $11.34 $20.79
34th		 $28.08

Profitability (TTM)

MeasureDDOGIndustry medianIndustry percentileSector median
Gross margin 79.5% 71.1%
77th		 55.7%
EBITDA margin 7.9% 13.6%
40th		 13.7%
Operating margin 0.4% 7.3%
34th		 8.2%
EBIT margin 5.7% 7.1%
45th		 8.6%
Net margin 4.5% 4.7%
48th		 5.7%
NOPAT margin 0.3% 5.9%
37th		 7.0%
FCF margin 29.1% 20.3%
79th		 15.0%
Operating cash flow margin 31.0% 22.5%
77th		 18.4%
R&D / revenue 43.7% 18.2%
94th		 12.9%
SG&A / revenue 35.5% 38.6%
41st		 25.6%
Stock comp / revenue 20.7% 7.8%
89th		 4.4%
Effective tax rate 11.1% 21.0%
16th		 21.0%

Returns on capital

MeasureDDOGIndustry medianIndustry percentileSector median
ROE (on average equity) 4.7% 7.9%
47th		 9.4%
ROA 2.7% 3.0%
49th		 4.1%
ROIC 2.0% 6.6%
42nd		 9.0%
ROCE 4.0% 5.7%
44th		 8.6%
Return on tangible assets 3.4% 4.6%
46th		 5.9%
Cash ROIC (OCF / invested capital) 186.4% 29.6%
93rd		 20.7%
Gross profitability (GP / assets) 41.8% 37.6%
57th		 30.0%
ROIC, 3-yr average —
ROIC, 5-yr average -5.6% -1.1%
37th		 7.9%
ROE, 5-yr average 2.0% -2.6%
58th		 6.9%
Incremental ROIC -8.2% 13.7%
33rd		 15.3%

Growth

MeasureDDOGIndustry medianIndustry percentileSector median
Revenue growth (TTM YoY) 31.5% 15.1%
82nd		 14.3%
Revenue growth (QoQ) 11.4% 4.6%
84th		 6.6%
Revenue CAGR, 3 yr 27.9% 13.7%
88th		 9.6%
Revenue CAGR, 5 yr 39.0% 16.6%
82nd		 11.5%
Gross profit CAGR, 3 yr 28.0% 14.9%
84th		 10.9%
Operating income CAGR, 3 yr —
Net income growth (TTM YoY) 42.5% 27.2%
55th		 21.6%
Net income CAGR, 3 yr —
EPS growth (TTM YoY) 39.8% 30.6%
56th		 22.3%
EPS CAGR, 3 yr —
EPS CAGR, 5 yr —
FCF growth (TTM YoY) 21.2% 28.9%
38th		 24.6%
FCF CAGR, 3 yr 39.9% 31.3%
61st		 19.3%
Operating cash flow CAGR, 3 yr 36.3% 28.0%
66th		 17.9%
Book value CAGR, 3 yr 32.3% 4.5%
89th		 6.8%
Dividend CAGR, 3 yr —
Sustainable growth rate 4.7% 15.5%
14th		 14.2%

Margin history & stability

MeasureDDOGIndustry medianIndustry percentileSector median
Gross margin, 3-yr average 80.3% 71.3%
75th		 53.2%
Operating margin, 3-yr average 0.6% 4.7%
44th		 6.6%
Net margin, 3-yr average 5.1% 5.1%
50th		 5.2%
FCF margin, 3-yr average 29.6% 19.8%
81st		 12.7%
Revenue stability (0-1) 0.99 0.97
68th		 0.87
Earnings stability (0-1) 0.68 0.56
63rd		 0.45
Margin stability (0-1) 0.98 0.97
66th		 0.95

Liquidity (latest quarter)

MeasureDDOGIndustry medianIndustry percentileSector median
Cash & short-term investments $5.0B $434.8M
93rd		 $494.1M
Net cash (− = net debt) $3.7B $57.2M
96th		 $49.8M
Working capital $4.1B $247.5M
96th		 $391.0M
Current ratio 3.20 1.74
70th		 1.92
Quick ratio 3.20 1.72
70th		 1.67
Cash ratio (cash + ST investments / current liabilities) 2.66 1.13
77th		 0.95
Defensive interval (days) 676 days 370 days
80th		 521 days

Leverage & solvency (latest quarter)

MeasureDDOGIndustry medianIndustry percentileSector median
Total debt $1.3B $237.5M
74th		 $349.3M
Debt / equity 0.29 0.30
49th		 0.29
Net debt / equity −0.85 −0.22
12th		 −0.13
Debt / assets 16.9% 15.2%
53rd		 16.9%
Debt / capital 22.6% 23.1%
49th		 22.3%
Debt / EBITDA 4.07 2.26
74th		 1.78
Net debt / EBITDA −11.80 −0.32
8th		 −0.18
Interest coverage (EBIT / interest) 8.4x 5.3x
59th		 5.8x
Cash interest coverage 45.6x 15.8x
76th		 12.8x
Debt payback (years of OCF) 1.0 yrs 1.0 yrs
49th		 1.6 yrs
Liabilities / assets 42.1% 50.2%
38th		 48.7%
IS credit model rating AA- — —
Implied credit spread (bps) 100 225
27th		 175

Efficiency

MeasureDDOGIndustry medianIndustry percentileSector median
Asset turnover 0.59 0.59
51st		 0.62
Fixed asset turnover 6.44 12.05
31st		 9.25
Inventory turnover —
Receivables turnover 5.5 6.5
39th		 6.2
Days sales outstanding 66 days 55 days
62nd		 59 days
Days inventory outstanding —
Days payables outstanding 115 days 31 days
86th		 46 days
Cash conversion cycle (days) −49 days 22 days
11th		 50 days
Capex / revenue 1.9% 1.3%
61st		 2.3%
Capex / depreciation 0.85 0.41
76th		 0.56
Operating expense ratio 78.1% 62.8%
74th		 44.3%

Cash flow & earnings quality

MeasureDDOGIndustry medianIndustry percentileSector median
Operating cash flow / net income 6.92 1.89
91st		 1.61
FCF / net income 6.50 1.70
93rd		 1.33
FCF / operating cash flow 94.0% 94.0%
50th		 88.0%
Capex / operating cash flow 6.0% 6.0%
50th		 12.0%
Accruals ratio -15.7% -10.9%
30th		 -6.3%
Sloan accruals ratio 11.3% -4.7%
86th		 -1.8%
Earnings quality score (0-1) 0.75 0.75
11th		 0.75

Dividends & buybacks

MeasureDDOGIndustry medianIndustry percentileSector median
Dividend yield 0.0% 0.0%
0th		 0.0%
Dividend per share (TTM) $0.00 $0.00
0th		 $0.00
Payout ratio (dividends / net income) 0.0% 0.0%
0th		 0.0%
Dividends / FCF 0.0% 0.0%
0th		 0.0%
Dividend growth (YoY) —
Buyback yield 0.0% 2.7%
1st		 1.2%
Shareholder yield (dividends + buybacks) 0.0% 3.1%
1st		 1.7%
Share count change (YoY) 1.9% -1.9%
70th		 0.1%
Buybacks, last 5 years $0 $309.1M
0th		 $215.3M

Scores & forensic checks

MeasureDDOGIndustry medianIndustry percentileSector median
IS score 73 56
80th		 56
IS profitability 30 37
43rd		 40
IS growth 76 66
71st		 65
IS value 36 38
43rd		 39
IS momentum 100 80
95th		 78
IS risk (safety) 100 80
61st		 100
IS quality 70 63
58th		 67
IS balance sheet 91 69
90th		 72
IS earnings quality 48 52
38th		 61
IS cash flow 88 72
84th		 66
Piotroski F-score (0-9) 6 6
38th		 6
Altman Z-score 19.4 3.0
94th		 4.0
Beneish M-score −2.69 −2.74
55th		 −2.58
Ohlson O-score −9.65 −7.88
15th		 −8.00
IS credit score 81 62
68th		 69

Per share

MeasureDDOGIndustry medianIndustry percentileSector median
EPS, diluted (TTM) $0.48 $0.32
52nd		 $0.84
Book value per share $11.86 $6.15
65th		 $9.77
Tangible book per share $10.25 $1.97
84th		 $3.22
Revenue per share $10.77 $7.54
57th		 $13.00
FCF per share $3.14 $1.56
62nd		 $1.78
Operating cash flow per share $3.34 $1.77
60th		 $2.40
Cash per share $13.54 $3.77
84th		 $4.50

Size (TTM)

MeasureDDOGIndustry medianIndustry percentileSector median
Market cap $88.7B $3.9B
94th		 $4.7B
Revenue $4.0B $872.9M
84th		 $1.2B
EBITDA $314.1M $101.2M
71st		 $185.8M
Net income $177.6M $34.8M
71st		 $84.9M
Free cash flow $1.2B $198.7M
85th		 $170.6M
Total assets $7.5B $1.8B
80th		 $2.4B
Shareholders' equity $4.4B $907.0M
85th		 $1.1B
Employees 8,100 1,988
84th		 3,000

Insider transactions, last 6 months

Form 4 · most recent 12
DateInsiderTypeSharesPriceValueOwned after
2026-10-07Le-Quoc Alexis
Director, Chief Technology Officer
 Conversion 43,224——531,257
2026-10-07Le-Quoc Alexis
Director, Chief Technology Officer
 Conversion 10,688——541,945
2026-10-07Le-Quoc Alexis
Director, Chief Technology Officer
 Open-market sale 18,609$271.40$5.1M523,336
2026-10-07Le-Quoc Alexis
Director, Chief Technology Officer
 Open-market sale 5,338$272.25$1.5M517,998
2026-10-07Le-Quoc Alexis
Director, Chief Technology Officer
 Open-market sale 2,789$273.27$762,138515,209
2026-10-07Le-Quoc Alexis
Director, Chief Technology Officer
 Open-market sale 13,036$274.51$3.6M502,173
2026-10-07Le-Quoc Alexis
Director, Chief Technology Officer
 Open-market sale 8,268$275.26$2.3M493,905
2026-10-07Le-Quoc Alexis
Director, Chief Technology Officer
 Open-market sale 2,272$276.23$627,593491,633
2026-10-07Le-Quoc Alexis
Director, Chief Technology Officer
 Open-market sale 1,700$277.36$471,515489,933
2026-10-07Le-Quoc Alexis
Director, Chief Technology Officer
 Open-market sale 1,300$278.88$362,549488,633
2026-10-07Le-Quoc Alexis
Director, Chief Technology Officer
 Open-market sale 600$280.43$168,257488,033
2026-10-07Le-Quoc Alexis
Director, Chief Technology Officer
 Option exercise 10,688——2,170,718

Shares acquired vs disposed, by month

acquired disposed · all Form 4 types
MarAprMayJunJulAugSepOct

By transaction type, 6 months

TypeDirectionFilingsSharesValue
Award / grantAcquired108,681$28,107
ConversionDisposed522,045,352—
ConversionAcquired552,030,352—
GiftDisposed587,087—
Open-market saleDisposed5112,685,171$623.9M
Option exerciseAcquired19604,853—
Option exerciseDisposed254,465$584,954
Awards, option exercises and tax withholding are compensation mechanics; open-market buys and sales are the discretionary ones.

Form 144 notices

12 months: 155 notices · 3,991,499 shares · $779.8M
FiledFilerShares proposedEst. proceeds
2026-10-07Alexis T Lequoc53,912$15.0M
2026-09-23Alexis T Lequoc43,224$10.7M
2026-09-21David Obstler Children 2019 Trust Fbo Andrew Obstler3,000$689,760
2026-09-21David Obstler10,000$2.3M
A Form 144 is notice of a proposed sale, not a confirmed one.

Congress trades

12 months: House 18 trades (10 purchases) · Senate 0 (0 purchases)
TradedMemberChamberTypeAmountDisclosed
2026-09-24Maria Elvira SalazarHouseSale$1,001 - $15,0002026-10-08
2026-09-04Ro KhannaHouseSale$1,001 - $15,0002026-10-09
2026-05-19Maria Elvira SalazarHousePurchase$15,001 - $50,0002026-06-09
2026-05-19Maria Elvira SalazarHousePurchase$1,001 - $15,0002026-06-09
2023-12-27Bill HagertySenateSale (Full)$1,001 - $15,0002024-01-10
2023-12-27Bill HagertySenateSale (Full)$1,001 - $15,0002024-01-09
2023-12-27William Francis HagertySenateSale (Full)$1,001 - $15,0002024-01-09
2021-12-28Bill HagertySenateSale (Full)$15,001 - $50,0002022-01-10
STOCK Act disclosures, in ranges, filed up to 45 days after the trade.

Largest 13F holders

Quarter to 2026-06-30, the latest most managers have filed
ManagerSharesValue% of shares out
BlackRock, Inc.35,546,533$9.3B9.90%
VANGUARD CAPITAL MANAGEMENT LLC21,604,265$5.6B6.02%
FMR LLC19,758,680$5.1B5.50%
VANGUARD PORTFOLIO MANAGEMENT LLC17,558,413$4.6B4.89%
STATE STREET CORP14,707,381$3.8B4.10%
Invesco Ltd.13,226,437$3.4B3.68%
PRICE T ROWE ASSOCIATES INC /MD/10,639,324$2.8B2.96%
GEODE CAPITAL MANAGEMENT, LLC9,536,964$2.5B2.66%
Jupiter Topco LLC6,943,522$1.8B1.93%
JENNISON ASSOCIATES LLC6,860,657$1.8B1.91%
GOLDMAN SACHS GROUP INC4,329,591$1.1B1.21%
MORGAN STANLEY4,210,237$1.1B1.17%
NORGES BANK4,072,526$1.1B1.13%
JPMORGAN CHASE & CO4,003,111$995.1M1.11%
AMERICAN CENTURY COMPANIES INC3,754,204$977.4M1.05%

Institutional ownership by quarter

2023-092026-0686.2%
% of shares held by 13F filers
2023-092026-061,277
Number of 13F filers holding

Holder changes by quarter

QuarterHoldersOwnershipNewIncreasedReducedClosed
2026-06-301,27786.2%31842444185
2026-03-311,05381.1%172432342154
2025-12-311,05480.7%19144231896
2025-09-3097882.2%157392322138
2025-06-3097078.1%178395301107
2025-03-3191275.5%144390275180
2024-12-3196176.2%21736926994
2024-09-3086169.3%11935127584
2024-06-3083468.8%119370231103
2024-03-3182767.0%12334625193
2023-12-3180665.7%17525928389
2023-09-3073165.6%11530621083

Schedule 13D / 13G filers

FiledFormFiler% of classShares
2026-04-29SCHEDULE 13GVanguard Portfolio Management5.4%17,657,597
2026-04-29SCHEDULE 13GVanguard Capital Management7.5%24,532,167
2025-11-05SCHEDULE 13GAbigail P. Johnson5.1%16,347,068
2025-10-30SCHEDULE 13G/AThe Vanguard Group13.0%41,902,109
Required above 5% of a class; 13G is the passive form.

ETFs with the largest holding

ETFWeight in fundHolding value
VITSX0.13%$2.9B
VSMPX0.13%$2.9B
VTI0.13%$2.9B
VTSAX0.13%$2.9B
VOO0.14%$2.4B
VFFSX0.14%$2.4B

Share structure

Shares outstanding359,075,024
Float329,361,318
Free float91.7%

Income statement

Fiscal years, USD
FY2021FY2022FY2023FY2024FY2025
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
R&D$419.8M$752.4M$962.4M$1.2B$1.5B
SG&A$393.3M$633.9M$788.6M$960.9M$1.2B
Operating income−$19.2M−$58.7M−$33.5M$54.3M−$44.4M
EBITDA$25.6M$41.1M$150.2M$318.0M$260.6M
Pretax income−$18.4M−$38.1M$60.2M$203.9M$127.0M
Income tax$2.3M$12.1M$11.7M$20.2M$19.3M
Net income−$20.7M−$50.2M$48.6M$183.7M$107.7M
EPS, diluted$-0.07$-0.16$0.14$0.51$0.30
Diluted shares309.0M315.4M350.3M358.6M363.5M

Balance sheet

FY2021FY2022FY2023FY2024FY2025
Cash & short-term investments$1.6B$1.9B$2.6B$4.2B$4.5B
Receivables$268.8M$399.6M$509.3M$598.9M$741.3M
Inventory$0$0$0$0$0
Total current assets$1.9B$2.3B$3.2B$4.9B$5.4B
PP&E, net$136.5M$213.0M$298.4M$399.5M$552.8M
Goodwill & intangibles$307.9M$364.6M$362.3M$364.1M$545.5M
Total assets$2.4B$3.0B$3.9B$5.8B$6.6B
Accounts payable$25.3M$23.5M$87.7M$107.7M$148.8M
Total 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
Shareholders' equity$1.0B$1.4B$2.0B$2.7B$3.7B

Cash flow statement

Outflows are negative
FY2021FY2022FY2023FY2024FY2025
Net income−$20.7M−$50.2M$48.6M$183.7M$107.7M
Depreciation & amortization$22.9M$34.6M$44.5M$54.9M$122.5M
Stock-based compensation$163.7M$363.2M$482.3M$570.3M$0
Change in working capital$63.4M$6.4M$44.6M$13.3M$53.5M
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
Investing cash flow−$273.7M−$384.7M−$731.4M−$736.8M−$1.3B
Net debt issued / repaid$0−$3,000$0$736.0M−$635.7M
Buybacks$0$0$0$0$0
Dividends paid$0$0$0$0$0

Ratio history

Margins on the fiscal-year (TTM at Q4) basis; multiples at each year end
FY2021FY2022FY2023FY2024FY2025
Gross margin77.2%79.3%80.7%80.8%79.9%
Operating margin-1.9%-3.5%-1.6%2.0%-1.3%
Net margin-2.0%-3.0%2.3%6.8%3.1%
FCF margin24.4%21.1%28.1%31.1%29.2%
ROE-2.1%-4.1%2.8%7.8%3.3%
ROIC-5.1%-12.7%-7.8%13.3%-4.9%
ROA-1.0%-1.9%1.4%3.8%1.7%
Debt / equity0.780.590.450.680.41
Interest coverage0.1xn/m10.6x29.9x5.6x
Current ratio3.543.093.172.643.38
Revenue growth+70.5%+62.8%+27.1%+26.1%+27.7%
EPS growth+25.7%−163.5%+187.1%+269.9%−42.1%
P/E at year endn/mn/m882.0x280.7x461.4x
EV / EBITDA at year end2,380.2x1,053.0x337.4x168.6x180.2x
FCF yield at year end0.41%1.52%1.39%1.62%2.01%
Dividend payout——0.0%0.0%0.0%

Revenue by region · FY2025

North America$2.4B · 42%
UNITED STATES$2.3B · 40%
International$994.1M · 17%

Street estimates by fiscal year

Next report 2026-11-04 · consensus EPS $0.64 · these are analysts' numbers, not ours
Fiscal yearRevenue (mean)Revenue rangeEPS (mean)EPS rangeAnalystsP/E on mean EPS
2026$4.5B$4.3B – $4.5B$2.53$2.52 – $2.552597.6x
2027$5.5B$5.2B – $5.7B$2.96$2.69 – $3.572683.4x
2028$6.7B$6.1B – $7.5B$3.60$2.11 – $5.28968.6x

Reported vs expected, every quarter on file

ReportedEPS expectedEPS actualEPS surpriseRevenue expectedRevenue actualRevenue surprise
2026-08-06$0.58$0.65+11.5%$1.1B$1.1B+3.9%
2026-05-07$0.51$0.60+18.1%$960.1M$1.0B+4.8%
2026-02-10$0.56$0.59+6.3%$918.7M$953.2M+3.8%
2025-11-06$0.46$0.55+20.2%$852.8M$885.7M+3.9%
2025-08-07$0.41$0.46+12.1%$791.1M$826.8M+4.5%
2025-05-06$0.43$0.46+6.7%$741.4M$761.6M+2.7%
2025-02-13$0.44$0.49+11.4%$715.2M$737.7M+3.2%
2024-11-07$0.40$0.46+15.4%$665.0M$690.0M+3.8%
2024-08-08$0.37$0.43+15.4%$626.9M$645.3M+2.9%
2024-05-07$0.35$0.44+24.5%$592.0M$611.3M+3.2%
2024-02-13$0.43$0.44+1.5%$568.7M$589.6M+3.7%
2023-11-07$0.34$0.45+32.4%$524.2M$547.5M+4.5%
2023-08-08$0.28$0.36+28.6%$500.6M$509.5M+1.8%
2023-05-04$0.24$0.28+16.7%$468.3M$481.7M+2.9%
2023-02-16$0.19$0.26+36.8%$450.2M$469.4M+4.3%
2022-11-03$0.15$0.23+53.3%$414.8M$436.5M+5.2%
2022-08-04$0.14$0.24+71.4%$381.9M$406.1M+6.3%
2022-05-05$0.11$0.24+118.2%$339.0M$363.0M+7.1%
2022-02-10$0.11$0.20+81.8%$291.5M$326.2M+11.9%
2021-11-04$0.06$0.13+116.7%$246.5M$270.5M+9.7%
2021-08-05$0.03$0.09+202.0%$233.5M$233.5M0.0%
2021-05-06$0.03$0.06+93.5%$186.6M$198.5M+6.4%
2021-02-11$0.02$0.06+240.9%$163.6M$177.5M+8.5%
2020-11-10$0.01$0.05+426.3%$417.6M$154.7M−63.0%

Off-exchange (dark pool) volume, weekly

FINRA ATS, $ billions · through the week of 2026-08-31 (FINRA publishes with a delay)
1.106-151.106-221.206-291.607-061.207-131.007-201.707-272.708-031.708-101.108-171.208-241.408-31
Week ofNotionalSharesTrades
2026-08-31$1.4B6,448,556132,261
2026-08-24$1.2B4,929,391102,580
2026-08-17$1.1B4,583,196101,392
2026-08-10$1.7B6,591,796131,723
2026-08-03$2.7B10,474,154189,207
2026-07-27$1.7B6,656,218133,518

Short-sale share of off-exchange volume

daily 20-day average
07-2310-1547.3%
DateShort shareShort volumeTotal volume
2026-10-1547.3%520,4521,101,413
2026-10-1456.1%639,6661,140,779
2026-10-1348.4%384,308794,401
2026-10-1252.2%549,6501,053,053
2026-10-0953.3%860,7111,614,366
2026-10-0841.1%592,2931,439,759
2026-10-0745.2%309,034683,257
2026-10-0649.3%403,738818,145
2026-10-0547.1%501,7031,065,406
2026-10-0248.7%406,492834,077
A daily flow measure from FINRA, not short interest.

Seasonality

Average return by calendar month
+5.1Jan-4.7Feb-6.9Mar+0.8Apr+15.8May+12.1Jun+4.3Jul-0.0Aug+1.0Sep+0.1Oct+14.5Nov-2.5Dec
MonthAvg returnUp yearsYears
Jan+5.1%57%7
Feb−4.7%29%7
Mar−6.9%14%7
Apr+0.8%50%6
May+15.8%67%6
Jun+12.1%83%6
Jul+4.3%83%6
Aug−0.0%67%6
Sep+1.0%57%7
Oct+0.1%57%7
Nov+14.5%71%7
Dec−2.5%43%7
History, not a forecast.

Indicators

as of 2026-10-16
RSI 1441.8
MFI51.7
ADX29.3
Stochastic %K / %D20.2 / 39.5
Williams %R-93.9
CCI-94
TSI / signal17.2 / 23.3
Chaikin money flow0.02
ATR$13.21
Bollinger width19.4%
Volume vs 20-day avg1.28x
SupertrendDown

Moving averages and bands

level (price vs level)
SMA 20$269.01 (−8.1%)
SMA 50$247.10 (+0.0%)
SMA 200$191.61 (+29.0%)
EMA 21$264.89 (−6.7%)
EMA 50$253.76 (−2.6%)
EMA 200$209.66 (+17.9%)
Bollinger upper$295.17 (−16.3%)
Bollinger lower$242.85 (+1.8%)
Parabolic SAR$298.28 (−17.2%)
Open the live chart, 110+ indicators

About Datadog, Inc.

Datadog, Inc. offers a comprehensive cloud-based monitoring and analytics solution, serving the needs of developers, IT operations personnel, and business stakeholders across North America and internationally. This Software-as-a-Service (SaaS) offering skillfully combines and automates several crucial functions, including infrastructure oversight, application performance tracking, log management, and security surveillance, all designed to deliver live, end-to-end visibility into its customers' technology environments. Additionally, the platform extends its capabilities to include user experience monitoring, network performance analytics, robust cloud security measures, specialized observability tools for developers, and efficient incident response management. It also comes equipped with standard features like configurable dashboards, sophisticated analytical tools, collaborative features, and proactive alert systems. The company was founded in 2010 and is based in New York, New York.

https://www.datadoghq.com

Key executives

NameTitlePayBorn
David ObstlerChief Financial Officer$1.2M1960
Alexis Le-QuocCo-Founder, Chief Technology Officer & Director$1.2M1975
Adam BlitzerChief Operating Officer$1.2M1981
Olivier PomelCo-Founder, Chief Executive Officer & Director$1.2M1977
Yanbing LiChief Product Officer$893,9161971
Sean Michael WaltersChief Revenue Officer$856,9911972
Emilio EscobarChief Information Security Officer——
Sara VarniChief Marketing Officer——

Executive pay, latest proxy

ExecutiveYearSalaryStock awardsIncentiveTotal
Olivier Pomel Chief Executive Officer and Co-Founder2025$445,833$25.8M$777,251$27.1M
Alexis Lê-Quôc President, Chief Technology Officer and Co-Founder2025$445,833$19.1M$777,251$20.4M
David Obstler Chief Financial Officer2025$445,833$13.4M$777,251$14.6M
Adam Blitzer Chief Operating Officer2025$445,833$13.2M$777,251$14.4M
Sean Walters Chief Revenue Officer2025$470,833$12.2M$383,468$13.1M

Employees

1k20192k20203k20215k20225k20236k20248k2025

Dividends

Ex-dateAmountPaid
None on file.

Moat model

Narrow · Network Effects · 2026-06-30
Cost advantage59
Intangibles56
Switching costs53
Network effect67
Efficient scale56
Our component scores (0-100) and overall 57.5; a model of the business, not a call on the stock.
InsiderStreet reports findings from filings and market data. Nothing on this page is a recommendation to buy or sell.Every figure is computed in code · data as of 2026-10-17

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