DDOGDatadog
Is the price fair?
Growth expectations in line with delivery. That is the only one of 3 checks this filer's data supports, so take it as a single data point rather than a settled answer.
Priced for ~25% a year FCF growth. Roughly in line with its three-year revenue growth of 28% a year.
Against the whole market›
Percentile against every name Ryufin tracks. Higher is better; the tick marks the middle of the market. Context, not one of the checks above.
Where this answer is blind. The growth-implied estimate assumes a fixed discount rate; capital-heavy sectors look structurally rich on it.
What DDOG's price assumes
Datadog trades at 539× earnings against 35.9× for the median Software - Application name, more expensive than its own group.
Trailing P/E · Software - Application median 35.9 · 15.0× the median: the market pays up for this one
- Price / sales
- 24.4
Price / sales · as of 2026-Q2
- Free cash flow yield
- 1.2%
Free cash flow yield · Software - Application median 5.3%
- Growth the price implies
- +25%
Growth the price implies · The price pays for +25% free cash flow growth a year for a decade; the business has delivered +38% a year over the last three.
Details›
- Price / bookas of 2026-Q2
- 22.1
- EV / EBIToperating margin 0.41%: the multiple describes the denominator
- not meaningful
- Technology median P/E450 names
- 34.1
- Software - Application median P/E124 names
- 35.9
- Free cash flow, trailing twelve months
- $1.18B
- Market capitalisation359.1 million shares, counted Jul 31, 2026
- $96.8B
- 3-year revenue growth
- +28%
- 3-year free cash flow growth
- +38%
Multiples from SEC filings and end-of-day closes; implied growth from a reverse discounted cash flow. Group medians across the names Ryufin tracks.
What is it worth?
Today's price against what its own multiples, its cash flow and your growth assumption say it is worth.
Against its own past
Its multiples now against their own history, and how much of the price move came from earnings rather than the multiple.
Software, Application
The closest names by size in the same industry