---
title: Datadog (DDOG) — intrinsic value and fair price
canonical: https://sweetvaluelab.com/stocks/ddog
ticker: DDOG
as_of: 2026-10-17
sector: Technology
industry: Software - Application
---
# Datadog (DDOG)

Datadog (DDOG) closed at $247.11 on Oct 16, 2026, overvalued by 724% vs its model value of $29.99 (from its peers' median P/E).

## Key figures

| Figure | Value |
| --- | ---: |
| Last close | $247.11 (Oct 16, 2026) |
| Model value (from its peers' median P/E) | $29.99 |
| Price vs model | overvalued by 724% vs model |
| Range of that model | $20.88 – $43.51 |
| Market value | $88.7B |
| P/E (fiscal 2025) | 797.1 |
| Net margin (fiscal 2025) | 3.1% |
| Free cash flow (fiscal 2025) | $1.0B |
| Dividend yield (trailing twelve months) | 0.00% |
| Beta | 1.51 |
| Cost of capital (WACC) | 10.58% |
| Business classification | High Growth (High revenue growth (~27% recent), Thin margins (3.1% net margin), Highly cyclical earnings) |

## On the stock lists

| List | Place | Figure | Page |
| --- | ---: | ---: | --- |
| Best performing this year | #21 | +81.7% | https://sweetvaluelab.com/lists/best-performing-this-year |

## Valuation models

Each model's value per share and the role the engine gave it for this business. The headline above is one model's value; every other model is listed with its own, and each has a page of its own under the valuation. Computed Oct 17, 2026.

| Model | Role | Value per share | Low | High |
| --- | --- | ---: | ---: | ---: |
| DCF · Perpetuity growth · 5y | primary | $0.00 | $0.00 | $0.00 |
| DCF · Perpetuity growth · 10y | cross check | $0.00 | $0.00 | $0.00 |
| DCF · EBITDA exit · 5y | cross check | $0.00 | $0.00 | $0.00 |
| DCF · EBITDA exit · 10y | cross check | $0.00 | $0.00 | $0.00 |
| P/E · peers | cross check | $29.99 | $20.88 | $43.51 |
| P/E · own history | cross check | $0.00 | $0.00 | $0.00 |
| PEG | sanity check | $63.32 | $63.32 | $63.32 |
| EV/EBITDA · peers | cross check | $0.00 | $0.00 | $0.00 |
| EV/Revenue · peers | cross check | $76.71 | $38.46 | $92.87 |
| Earnings power value | cross check | $0.00 | $0.00 | $0.00 |

## Insider activity (SEC Form 4)

Past 90 days: 0 open-market buys ($0) and 28 open-market sales ($33.7M); 10b5-1 plan sales included.

| Date | Insider | Relationship | Transaction | Shares | Value |
| --- | --- | --- | --- | ---: | ---: |
| Oct 7, 2026 | Le-Quoc Alexis | Chief Technology Officer | Conversion of derivative (10b5-1 plan) | 53,912 | $0 |
| Oct 7, 2026 | Le-Quoc Alexis | Chief Technology Officer | Option/RSU exercise (10b5-1 plan) | 10,688 | $114,789.1 |
| Oct 7, 2026 | Le-Quoc Alexis | Chief Technology Officer | Option/RSU exercise (10b5-1 plan) | 10,688 | $0 |
| Oct 7, 2026 | Le-Quoc Alexis | Chief Technology Officer | Open-market sell (10b5-1 plan) | 600 | $168,257 |
| Oct 7, 2026 | Le-Quoc Alexis | Chief Technology Officer | Open-market sell (10b5-1 plan) | 1,300 | $362,548.9 |

## Recent SEC filings

| Filed | Form | What | Filing |
| --- | --- | --- | --- |
| Aug 6, 2026 | 10-Q | Quarterly report | https://www.sec.gov/Archives/edgar/data/1561550/000162828026054458/ddog-20260630.htm |
| Aug 6, 2026 | 8-K | 2.02 Results of Operations (Earnings); 9.01 Financial Statements and Exhibits | https://www.sec.gov/Archives/edgar/data/1561550/000162828026053829/ddog-20260806.htm |
| Jun 16, 2026 | 8-K | 5.07 Submission of Matters to a Shareholder Vote | https://www.sec.gov/Archives/edgar/data/1561550/000162828026043590/ddog-20260615.htm |
| May 7, 2026 | 10-Q | Quarterly report | https://www.sec.gov/Archives/edgar/data/1561550/000162828026032328/ddog-20260331.htm |
| May 7, 2026 | 8-K | 2.02 Results of Operations (Earnings); 9.01 Financial Statements and Exhibits | https://www.sec.gov/Archives/edgar/data/1561550/000162828026031677/ddog-20260507.htm |

## Superinvestors holding it (latest 13F)

| Manager | Quarter | Shares | Value |
| --- | --- | ---: | ---: |
| Soros | 2026-06-30 | 9,662 | $2.5M |

1 tracked managers in all.

## About

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…

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Source: https://sweetvaluelab.com/stocks/ddog (SweetValueLab, free, no account). Prices and statements from Financial Modeling Prep; filings from SEC EDGAR. Research and educational data, not investment advice; nothing here is a recommendation to buy, sell or hold any security.