Datadog, Inc.

BMV:DDOG * Stock Report

Market Cap: Mex$880.5b

Datadog Valuation

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

Valuation Score

0/6

Valuation Score 0/6

  • 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 DDOG * when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Discounted Cash Flow
Simply Wall St
Mex$2.20k
Fair Value
15.5% overvalued intrinsic discount
39
Number of Analysts

Below Fair Value: DDOG * (MX$2545) is trading above our estimate of fair value (MX$2203.1)

Significantly Below Fair Value: DDOG * is trading above our estimate of fair value.

Key Valuation Metric

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

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

The above table shows the Price to Sales ratio for DDOG *. This is calculated by dividing DDOG *'s market cap by their current revenue.
What is DDOG *'s PS Ratio?
PS Ratio16.7x
SalesUS$2.83b
Market CapUS$47.30b

Price to Sales Ratio vs Peers

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

The above table shows the PS ratio for DDOG * vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PSEstimated GrowthMarket Cap
Peer Average7.9x
TEAM Atlassian
9.8x14.85%US$48.7b
WDAY Workday
7x11.38%US$60.0b
ROP Roper Technologies
7.8x9.68%US$57.9b
CSU Constellation Software
7x15.89%CA$101.5b
DDOG * Datadog
16.7x15.60%Mex$47.3b

Price-To-Sales vs Peers: DDOG * is expensive based on its Price-To-Sales Ratio (16.7x) compared to the peer average (7.9x).

Price to Sales Ratio vs Industry

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

223 CompaniesPrice / SalesEstimated GrowthMarket Cap
DDOG * 16.7xIndustry Avg. 3.4xNo. of Companies230PS02.85.68.411.214+
223 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Sales vs Industry: DDOG * is expensive based on its Price-To-Sales Ratio (16.7x) compared to the Global Software industry average (3.4x).

Price to Sales Ratio vs Fair Ratio

What is DDOG *'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.

DDOG * PS Ratio vs Fair Ratio.
Fair Ratio
Current PS Ratio16.7x
Fair PS Ration/a

Price-To-Sales vs Fair Ratio: Insufficient data to calculate DDOG *'s Price-To-Sales Fair Ratio for valuation analysis.

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 DDOG * forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentMex$2,545.00
Mex$2,846.90
+11.86%
12.65%Mex$3,747.84Mex$1,967.62n/a39
Jul ’26Mex$2,477.00
Mex$2,627.14
+6.06%
10.90%Mex$3,772.54Mex$2,169.21n/a40
Jun ’26Mex$2,267.00
Mex$2,642.89
+16.58%
11.57%Mex$3,852.42Mex$2,215.14n/a39
May ’26Mex$1,995.00
Mex$2,804.22
+40.56%
13.71%Mex$3,916.24Mex$2,251.84n/a39
Apr ’26Mex$2,027.00
Mex$3,222.10
+58.96%
12.09%Mex$4,676.20Mex$2,439.76n/a40
Mar ’26Mex$2,360.00
Mex$3,283.99
+39.15%
11.19%Mex$4,708.10Mex$2,558.75n/a40
Feb ’26Mex$3,123.89
Mex$3,318.00
+6.21%
12.25%Mex$4,720.64Mex$2,627.14n/a41
Jan ’26Mex$2,968.13
Mex$3,333.53
+12.31%
12.18%Mex$4,795.55Mex$2,668.83n/a41
Dec ’25Mex$3,098.95
Mex$3,152.96
+1.74%
10.33%Mex$4,742.00Mex$2,639.03n/a40
Nov ’25n/a
Mex$2,934.07
0%
11.83%Mex$4,593.91Mex$2,296.95n/a38
Oct ’25Mex$2,230.00
Mex$2,825.42
+26.70%
7.99%Mex$3,138.11Mex$2,255.52n/a37
Sep ’25n/a
Mex$2,714.48
0%
8.25%Mex$3,013.49Mex$2,165.94n/a37
Aug ’25n/a
Mex$2,708.41
0%
9.48%Mex$3,097.40Mex$1,839.67Mex$2,550.0038
Jul ’25Mex$2,422.00
Mex$2,685.90
+10.90%
13.47%Mex$4,234.67Mex$1,804.34Mex$2,477.0037
Jun ’25Mex$2,056.92
Mex$2,487.21
+20.92%
12.70%Mex$3,909.10Mex$1,954.55Mex$2,267.0037
May ’25Mex$2,168.22
Mex$2,514.06
+15.95%
12.27%Mex$3,901.67Mex$1,950.84Mex$1,995.0038
Apr ’25Mex$2,059.06
Mex$2,455.01
+19.23%
12.64%Mex$3,825.25Mex$1,912.62Mex$2,027.0037
Mar ’25Mex$2,225.85
Mex$2,524.18
+13.40%
12.81%Mex$3,936.38Mex$1,968.19Mex$2,360.0036
Feb ’25Mex$2,180.00
Mex$2,185.77
+0.26%
18.12%Mex$3,944.68Mex$1,697.93Mex$3,123.8936
Jan ’25n/a
Mex$2,040.12
0%
10.62%Mex$2,496.09Mex$1,681.04Mex$2,968.1334
Dec ’24Mex$2,022.00
Mex$1,996.68
-1.25%
9.49%Mex$2,407.58Mex$1,633.72Mex$3,098.9533
Nov ’24Mex$1,425.00
Mex$1,884.14
+32.22%
12.50%Mex$2,397.96Mex$1,262.09n/a33
Oct ’24Mex$1,520.00
Mex$1,861.05
+22.44%
12.49%Mex$2,318.32Mex$1,220.17Mex$2,230.0032
Sep ’24Mex$1,700.00
Mex$1,784.64
+4.98%
12.98%Mex$2,229.07Mex$1,173.19n/a33
Aug ’24Mex$1,948.10
Mex$1,795.17
-7.85%
15.66%Mex$2,360.58Mex$1,180.29n/a32
AnalystConsensusTarget
Consensus Narrative from 39 Analysts
Mex$2.82k
Fair Value
9.8% undervalued intrinsic discount
39
Number of Analysts

Analyst Forecast: Target price is less than 20% higher than the current share price.

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/08/07 04:32
End of Day Share Price 2025/08/06 00:00
Earnings2025/03/31
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 61 analysts. 40 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
Ishan MajumdarBaptista Research