Datadog, Inc.

Datadog, Inc.

DDOGยทNASDAQ

$250.33

-7.0%
TechnologySoftware - Application

Datadog, Inc. provides monitoring and analytics platform for developers, information technology operations teams, and business users in the cloud in North America and internationally. The company's SaaS platform integrates and automates infrastructure monitoring, application performance monitoring, log management, and security monitoring to provide real-time observability of its customers technology stack. Its platform also provides user experience monitoring, network performance monitoring, cloud security, developer-focused observability, and incident management, as well as a range of shared features, such as dashboards, analytics, collaboration tools, and alerting capabilities. The company was incorporated in 2010 and is headquartered in New York, New York.

At a Glance

Live Snapshot
Market Cap$89.11B
EPS0.3100
P/E Ratio807.52
Earnings Date08/06/2026
Datadog, Inc.

Datadog, Inc. Fair Value Envelope

DDOG ยท NASDAQ

Our analysis suggests that DDOG has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $250.33, this represents a potential HIDDEN relative to our calculated worth for Datadog, Inc..

Intrinsic Value
Current Price: $250.33

Owner Earnings Valuation Tool

Warren Buffett's Owner Earnings DCF analysis for intrinsic value calculation

Historical Financial Data

Base year metrics used for projections

$
%
$
%
$
$

Projection Settings

Forecast period and terminal assumptions

%
%

DCF Valuation Summary

Calculation flow from present value to intrinsic value per share

Present Value$68.6B
+ Cash & Equivalents$401.3M
Firm Value$69.0B
- Debt$1.5B
Equity Value$67.5B
/ Shares Outstanding350,668,158B
DCF Value$192
OVERVALUED BY 23%

Owner Earnings Projections

Operating Cash Flow - Maintenance CapEx = Owner Earnings

Metric
Year 1
Year 2
Year 3
Year 4
Year 5
Year 6
Year 7
Year 8
Year 9
Year 10
Operating Cash Flow
$1.3B
$1.5B
$1.8B
$2.2B
$2.6B
$3.1B
$3.7B
$4.4B
$5.3B
$6.3B
Maintenance CapEx
-$11.9M
-$14.2M
-$17.0M
-$20.4M
-$24.4M
-$29.2M
-$34.9M
-$41.8M
-$50.0M
-$59.9M
Owner Earnings
$1.2B
$1.5B
$1.8B
$2.1B
$2.6B
$3.1B
$3.7B
$4.4B
$5.2B
$6.3B
Discount Factor
0.926
0.857
0.794
0.735
0.681
0.630
0.583
0.540
0.500
0.463
Present Value
$1.2B
$1.3B
$1.4B
$1.6B
$1.7B
$1.9B
$2.1B
$2.4B
$2.6B
$2.9B
Terminal Value represents 72.1% of Enterprise Value