Datadog, Inc. — Intrinsic Value & Fair Price

DDOG

NASDAQTechnologySoftware - ApplicationCIK 0001561550datadoghq.comAbout DDOG

Valuation grade ?D

Quant grade ?C

Last close · Oct 30, 2026235.27−30.57 (−11.50%)

Valuation models

price $235.27 · as of Nov 2, 2026

P/E · peersused21.88 – 34.9025.55821% overvalued PEG—63.39271% overvalued EV/EBITDA · peers16.80 – 23.8420.041074% overvalued EV/Revenue · peers53.94 – 108.8770.14235% overvalued Wall St. consensus target—300.0022% below Cost of capital (WACC)—10.41%—

P/E · peers leads because DCF · Perpetuity growth · 5y could not lead: the cash-flow gate is shut (an operating loss, or three years of free cash flow summing below zero). How the headline model is chosen. The price is 821% above the model value: the models see only the filed business, and a company priced on businesses with no revenue line yet is better taken apart, as Tesla is.

engine build:07a9d3f952ed

Model value · P/E · peers

25.55

Datadog closed at $235.27 — overvalued by 821% vs model.

21.88the model's range34.90

P/E · peers leads because DCF · Perpetuity growth · 5y could not lead: the cash-flow gate is shut (an operating loss, or three years of free cash flow summing below zero). From its peers' median P/E.

Other models

20.04 – 70.14

Wall St. target

300.00 22% below

Above model, 1y

30 of 30 days

How it is valued

Valued asSoftware

High revenue growth (~27% recent)Thin margins (3.1% net margin)Highly cyclical earnings

What growth the price implies: the reverse DCF

Model estimates for research reference only, not investment advice. Every model rests on assumptions that may not match what happens; how each model works is in the manual.