NASD · Technology · Software - Application · USA
Datadog Inc is a large cap company (market value between $10 billion and $200 billion) in the Software - Application industry.
Datadog delivers a cloud-based SaaS solution that combines monitoring, logging, security, and analytics to provide unified visibility across customers' technology infrastructure. The platform integrates multiple capabilities to help organizations gain real-time insights into application and system performance. Companies worldwide use Datadog to accelerate digital transformation and enable team collaboration.
From its FY2025 annual report (Form 10-K)
Intrinsic value, DCF valuation, financial health and value investing analysis for the Datadog Inc stock.
Overvalued: intrinsic value $70.05 per share, market price $260.36, margin of safety -271.7% (as of 2026-10-19).
A 6.2x revenue multiple, discounted for its losses, values the shares at $70.05; the price of $260.36 is 272% above that value.
Leak Score: 53/100 on 10 of 12 signals (Weak Signal).
17 more funds hold it; the full list is part of the paid plan.
All 227 Software - Application stocks
95 more in this industry show a wider margin of safety.
DDOG is overvalued (as of the 2026-10-19 close). A 6.2x revenue multiple, discounted for its losses, values the shares at $70.05; the price of $260.36 is 272% above that value.
$70.05 per share (as of the 2026-10-19 close), against a market price of $260.36. That is a margin of safety of -271.7%. The value is the average of the valuation methods that apply to this company, recomputed every night after the US close.
The price pays more for each dollar of sales than its growth and margins justify. Times its sales the price pays: 23.5x. Multiple we apply for its growth and margins: 6.2x.
53 out of 100, which we rate "Weak Signal", on 10 of 12 value investing signals.