Datadog, Inc.

BIT:1DDOG Stock Report

Market Cap: €37.8b

Datadog Valuation

Is 1DDOG undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

4/6

Valuation Score 4/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Sales vs Peers

  • Price-To-Sales vs Industry

  • Price-To-Sales vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of 1DDOG when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

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Below Fair Value: 1DDOG (€110.34) is trading below our estimate of fair value (€221.81)

Significantly Below Fair Value: 1DDOG is trading below fair value by more than 20%.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for 1DDOG?

Key metric: As 1DDOG is barely profitable we use its Price-To-Sales Ratio for relative valuation analysis.

The above table shows the Price to Sales ratio for 1DDOG. This is calculated by dividing 1DDOG's market cap by their current revenue.
What is 1DDOG's PS Ratio?
PS Ratio13.7x
SalesUS$3.21b
Market CapUS$44.01b

Price to Sales Ratio vs Peers

How does 1DDOG's PS Ratio compare to its peers?

The above table shows the PS ratio for 1DDOG vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PSEstimated GrowthMarket Cap
Peer Average3.1x
TXT TXT e-solutions
1.1x10.17%€393.0m
SYS SYS-DAT
2.5x9.59%€202.7m
EXAI Expert.ai
6.1x18.08%€208.3m
AIW Almawave
2.8x17.33%€128.6m
1DDOG Datadog
13.7x15.96%€44.0b

Price-To-Sales vs Peers: 1DDOG is expensive based on its Price-To-Sales Ratio (13.7x) compared to the peer average (3.1x).

Historical Price to Sales Ratio

Historical Price to Sales Ratio compares a stock's price to its sales over time. Higher ratios indicate that investors are willing to pay more for the stock.

Fetching historical data

Price to Sales Ratio vs Industry

How does 1DDOG's PS Ratio compare vs other companies in the IT Software Industry?

1 CompanyPrice / SalesEstimated GrowthMarket Cap
S3D Solid World Group
0.3x9.85%US$19.49m
No more companies available in this PS range
1DDOG 13.7xIndustry Avg. 2.3xNo. of Companies6PS0246810+
1 CompanyEstimated GrowthMarket Cap
No more companies

Price-To-Sales vs Industry: 1DDOG is expensive based on its Price-To-Sales Ratio (13.7x) compared to the European Software industry average (2.3x).

Price to Sales Ratio vs Fair Ratio

What is 1DDOG's PS Ratio compared to its Fair PS Ratio? This is the expected PS Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

1DDOG PS Ratio vs Fair Ratio.
Fair Ratio
Current PS Ratio13.7x
Fair PS Ratio24.7x

Price-To-Sales vs Fair Ratio: 1DDOG is good value based on its Price-To-Sales Ratio (13.7x) compared to the estimated Fair Price-To-Sales Ratio (24.7x).

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst 1DDOG forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
Current€110.34
€178.49
+61.76%
12.22%€222.59€119.85n/a42
Jan ’27€117.66
€180.88
+53.73%
10.39%€221.36€127.71n/a42
Dec ’26€137.28
€182.95
+33.27%
9.61%€207.02€129.39n/a42
Nov ’26€139.44
€146.53
+5.08%
12.27%€199.53€91.09n/a42
Oct ’26€128.16
€138.06
+7.72%
10.38%€170.36€89.44n/a41
Sep ’26€117.08
€136.89
+16.92%
10.47%€171.18€89.87n/a40
Aug ’26€116.94
€129.54
+10.77%
13.25%€172.72€90.68n/a39
Jul ’26€111.86
€118.97
+6.36%
10.90%€170.84€98.23n/a40
Jun ’26€103.32
€121.06
+17.17%
11.57%€176.46€101.46n/a39
May ’26€88.95
€125.75
+41.37%
13.71%€175.62€100.98n/a39
Apr ’26n/a
€146.89
0%
12.09%€213.19€111.23n/a40
Mar ’26n/a
€152.55
0%
11.19%€218.71€118.86n/a40
Feb ’26n/a
€155.26
0%
12.25%€220.89€122.93n/a41
Jan ’26n/a
€154.33
0%
12.18%€222.02€123.56€117.6641
Dec ’25n/a
€144.75
0%
10.33%€217.70€121.15€137.2840
Nov ’25n/a
€135.56
0%
11.83%€212.24€106.12€139.4438
Oct ’25n/a
€130.14
0%
7.99%€144.54€103.89€128.1637
Sep ’25n/a
€131.86
0%
8.25%€146.38€105.21€117.0837
Aug ’25n/a
€133.70
0%
9.48%€152.91€90.82€116.9438
Jul ’25n/a
€135.86
0%
13.47%€214.20€91.27€111.8637
Jun ’25n/a
€135.13
0%
12.70%€212.38€106.19€103.3237
May ’25n/a
€138.61
0%
12.27%€215.12€107.56€88.9538
Apr ’25n/a
€137.43
0%
12.64%€214.13€107.07n/a37
Mar ’25n/a
€135.92
0%
12.81%€211.97€105.98n/a36
Feb ’25n/a
€117.40
0%
18.12%€211.88€91.20n/a36
Jan ’25n/a
€108.83
0%
10.62%€133.15€89.67n/a34
€183.32
Fair Value
39.8% undervalued intrinsic discount
42
Number of Analysts

Analyst Forecast: Target price is more than 20% higher than the current share price and analysts are within a statistically confident range of agreement.

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/01/12 03:55
End of Day Share Price 2026/01/09 00:00
Earnings2025/09/30
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Datadog, Inc. is covered by 62 analysts. 43 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Adam ShepherdArete Research Services LLP
William PowerBaird
Raimo LenschowBarclays