Added to YB: 2025-03-21
Pitch date: 2025-03-19
DDOG [neutral]
Datadog, Inc.
+40.41%
current return
Author Info
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Company Info
Datadog, Inc. operates an observability and security platform for cloud applications in the United States and internationally.
Market Cap
$56.1B
Pitch Price
$103.98
Price Target
N/A
Dividend
N/A
EV/EBITDA
759.28
P/E
516.44
EV/Sales
16.58
Sector
Software
Category
growth
Datadog: Leading Cloud Observability & Security
DDOG (holding update): Cloud observability leader w/ 119% NDR, 25% rev growth. 83% use 2+ products, 50% 4+. RPO +23.4%, billings +25.7%. CAC payback 12mo, RDI 0.85. Expanding in AI, security SIEM. Valuation fair at 10.3x FwdEV/S. 7.3% portfolio position after strong Q4.
Read full article (11 min)