$212.24
59.5% vs S&P 12m
Business overview
Observability platform expanding into LLM observability and AI infra monitoring.
Production AI rollouts need monitoring at every layer; Datadog's pricing model captures more telemetry as workloads scale.
Products
- APM
- Infrastructure monitoring
- Cloud SIEM
- LLM Observability
Customers (1)
- Enterprises globally
Competitors (3)
- New Relic (PE)
- Dynatrace
- Splunk
Composite score
Higher = stronger overall research case
Fundamental71
Technical80
Valuation27
AI relevance72
Risk-adjusted (higher = safer)49
Segment-relative fundamental percentile: 85
Synthetic 1Y price action
Deterministic price series; 50d (yellow) and 200d (orange) MAs shown
3M RS: 67.7%6M RS: 6.4%12M RS: 59.5%Vol30d: 91%DD52w: -1.4%
Financial summary
Curated, illustrative
Revenue
$3.67B
Growth (YoY)
32.2%
Gross margin
79.9%
Operating margin
0.8%
FCF
$936.73M
Capex
$176.49M
Net cash / (debt)
$3.47B
ROIC
-0.2%
Customer conc.
Medium
Valuation
Market cap
$75.55B
Enterprise value
$72.08B
P/E (TTM)
558.5x
Forward P/E
74.6x
EV / Sales
19.6x
EV / EBITDA
2081.5x
P / FCF
80.7x
PEG
1.4x
Rule of 40
55.0%
Risks
Severity 1 (low) to 5 (severe)
- 3Cloud usage optimization
- 4Premium valuation
Score components
What drove the composite
Growth88
Profitability30
Cash generation84
Balance sheet96
Moat / AI relevance75
Capital intensity (higher = lighter)73
Customer diversification60
Valuation discipline (dilution)65
Trend (MA50/MA200)95
Momentum (3/6/12m)75
Relative strength100
Realized vol (higher = lower vol)22
Segment peers
Other companies in AI infra SW