DDOG
Datadog, Inc.
Nasdaq · CIK 1561550
Last close277.22
Daily change+0.76 (0.27%)
10 Years gain+638.27%
Dividends TTM0
Dividend yield0.00%
Fundamental Analysis
DDOG · STANDARD
SIC 7372 · Services-Prepackaged Software · Fiscal year end 1231
Fundamental
54.4Momentum
40.3Acceleration
40.3Confidence
73.0Annual Revenue9
Quarterly Revenue30
Annual CFO9
Balance SheetAvailable
RankingEligible
Score Breakdown
Growth18.7 / 25
Quality15.8 / 25
Capital Efficiency0.0 / 20
Balance Sheet15.0 / 15
Shareholder Economics0.0 / 10
Forward Indicators5.0 / 5
Signals
Net debt reductionNet debt declined versus the comparison period.
Warnings
Receivables anomaly · MEDIUMAccounts receivable growth is materially above revenue growth.
Possible growth trap · HIGHRevenue growth is high, but quality indicators are deteriorating.
Key Metrics
Revenue Growth TTM41.81%OK
Revenue CAGR 3Y26.95%OK
Gross Margin79.38%OK
Operating Margin-0.74%OK
FCF Marginn/aMISSING
FCF Growthn/aINSUFFICIENT_HISTORY
ROICn/aMISSING
Incremental Operating Margin 3Y-0.28%OK
Net Debt / CFOn/aNOT_MEANINGFUL
Diluted Share Growth 1Y2.19%OK
SBC / Revenuen/aMISSING
SBC / FCFn/aNOT_MEANINGFUL
Financial History
| Period | Revenue | Gross Profit | Operating Income | CFO | FCF | Gross Margin | Op Margin | FCF Margin | ROIC | Shares |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025 FY Dec 31, 2025 | $3.43B | $2.74B | -$44.37M | $1.05B | $1.00B | 79.96% | -1.29% | 29.19% | n/a | 363.47M |
| 2025 FY Dec 31, 2024 | $2.68B | $2.17B | $54.28M | $870.60M | $835.88M | 80.79% | 2.02% | 31.14% | n/a | 358.64M |
| 2025 FY Dec 31, 2023 | $2.13B | $1.72B | -$33.46M | $659.95M | $632.37M | 80.74% | -1.57% | 29.71% | n/a | 350.29M |
| 2024 FY Dec 31, 2022 | $1.68B | $1.33B | -$58.70M | $418.41M | $383.15M | 79.3% | -3.5% | 22.87% | n/a | 315.41M |
| 2023 FY Dec 31, 2021 | $1.03B | $794.54M | -$19.16M | $286.55M | $276.59M | 77.23% | -1.86% | 26.89% | n/a | 309.05M |
Formula Trace
| Metric | Value | Formula | Status | Source |
|---|---|---|---|---|
| Revenue TTM | $3.84B | sum latest 4 fiscal quarters Revenue | OK | 0001628280-26-054458, 0001561550-25-000313 |
| Revenue Growth TTM | 41.81% | Revenue_TTM / Revenue_TTM_1Y_ago - 1 | OK | 0001628280-26-054458, 0001561550-25-000313 |
| Revenue CAGR 3Y | 26.95% | (Revenue_current / Revenue_3Y_ago)^(1/3) - 1 | OK | 0001628280-26-008819 |
| Revenue CAGR 5Y | 41.53% | (Revenue_current / Revenue_5Y_ago)^(1/5) - 1 | OK | 0001628280-26-008819 |
| Gross Profit CAGR 3Y | 27.3% | (GrossProfit_current / GrossProfit_3Y_ago)^(1/3) - 1 | OK | 0001628280-26-008819 |
| Operating Income Growth | -187.85% | OperatingIncome_current / OperatingIncome_prior_year - 1 | OK | 0001628280-26-054458, 0001561550-25-000313 |
| FCF Growth | n/a | FCF_current / FCF_prior_year - 1 | INSUFFICIENT_HISTORY | derived |
| Revenue Growth Acceleration | n/a | 0.5*(Q0-Q1)+0.3*(Q1-Q2)+0.2*(Q2-Q3) | INSUFFICIENT_HISTORY | derived |
| Gross Profit Acceleration | n/a | 0.5*(Q0-Q1)+0.3*(Q1-Q2)+0.2*(Q2-Q3) | INSUFFICIENT_HISTORY | derived |
| Operating Income Acceleration | n/a | 0.5*(Q0-Q1)+0.3*(Q1-Q2)+0.2*(Q2-Q3) | INSUFFICIENT_HISTORY | derived |
| FCF Acceleration | n/a | 0.5*(Q0-Q1)+0.3*(Q1-Q2)+0.2*(Q2-Q3) | INSUFFICIENT_HISTORY | derived |
| Gross Margin | 79.38% | Gross Profit / Revenue | OK | 0001628280-26-054458, 0001561550-25-000313 |
| Operating Margin | -0.74% | Operating Income / Revenue | OK | 0001628280-26-054458, 0001561550-25-000313 |
| Net Debt / CFO | n/a | Net Debt / CFO | NOT_MEANINGFUL | 0001628280-26-054458 |
| Current Ratio | 3.2x | Current Assets / Current Liabilities | OK | derived |
| Revenue per Diluted Share | $10.35 | Revenue / Diluted Shares | OK | 0001628280-26-054458, 0001561550-25-000313 |
| SBC / FCF | n/a | SBC / FCF | NOT_MEANINGFUL | derived |
| Dividend Payout Ratio | n/a | Cash dividends paid / Net income | NOT_MEANINGFUL | 0001628280-26-008819 |