DDOG

$106.73

Public overview and default valuation.

Log in to track this stock.

Valuation Details
Default assumptions: 10Y forecast, 9% market return, 2.5% terminal growth, 12.00% trendline growth.
Want to create your own valuation? Create a free account.
$77.31

With 20% Margin of Safety (MoS):

$61.85
-42.05% downside
Capital Efficiency
Average Quarterly ROIC
21.44%
Cost of Capital (estimated)9%
Value StatusCreating Value

The company is earning a higher return on invested capital than it costs to raise that capital — a sign of strong, efficient value creation.

Complete historical ROIC is available with
.
Fundamental Score
61
NeutralWeighted across 6 signals
DCF Discount
42.1% premium to price
0
FCF Yield
2.8% trailing FCF yield
19
ROIC vs WACC
ROIC 21.4% vs WACC 9.0% (2.4x)
100
Net Debt / FCF
Net cash position
100
Buybacks
Share count growing
30
FCF CAGR (5Y)
85.1% 5Y FCF CAGR
100
Strengths: ROIC vs WACC, Net Debt / FCF. Concerns: DCF Discount, FCF Yield.
Narrative Score
61
Improving
Weighted across 6 recent drivers · Last 30 daysVs 6-Month Baseline: Below Avg (24th pct)
Trend: StableConfidence: 89%Updated: 5h ago
Sources: 80 (News 63 · Analyst 17)
Drivers
21 regulatory scrutiny+1.2
2 downgrade headlines-0.3
Upgrade headlines+0.1
2 analyst upgrades+0.1
Earnings beat+0.1
37 news sentiment+0.0
Other Metrics
P/E348.5
Profit Margin3.3%
Owner Earnings$273.43m
One Dollar Premise0.00%
Debt/Equity0.93
Current Ratio3.05
PEG-25.093
Free Cash Flow (in millions)
20172018201920202021202220232024
$22$27$48$135$323$483$688$1,037
How Intrinziq Estimates Fair Value

Intrinziq estimates Datadog, Inc.'s intrinsic value using a discounted cash flow (DCF) model based on free cash flow trends and a market-based discount rate. The model projects future cash flows over ten years and discounts them using a market return assumption to estimate fair value.

Datadog, Inc.Technology

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.

Last updated: Feb 06, 2026
Data sources: Financial Modeling Prep
This valuation is based on assumptions and publicly available data. It is not financial advice or a recommendation to buy or sell any security. Always do your own research before making investment decisions.