Datadog
Market Cap
US$28.9b
Last Updated
2020/07/12 23:53 UTC
Data Sources
Company Financials +
Executive Summary
Datadog, Inc. provides monitoring and analytics platform for developers, information technology operations teams, and business users in the cloud in North America and internationally.
Rewards
Risk Analysis
Earnings are forecast to decline by an average of -40.4% per year for the next 3 years
Currently unprofitable and not forecast to become profitable over the next 3 years
Snowflake Analysis
Flawless balance sheet with limited growth.
Similar Companies
Share Price & News
How has Datadog's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: DDOG's share price has been volatile over the past 3 months.
Market Performance
7 Day Return
7.6%
DDOG
3.3%
US Software
2.3%
US Market
1 Year Return
n/a
DDOG
37.4%
US Software
6.7%
US Market
Return vs Industry: Insufficient data to determine how DDOG performed against the US Software industry.
Return vs Market: Insufficient data to determine how DDOG performed against the US Market.
Shareholder returns
| DDOG | Industry | Market | |
|---|---|---|---|
| 7 Day | 7.6% | 3.3% | 2.3% |
| 30 Day | 23.5% | 15.0% | 7.4% |
| 90 Day | 154.6% | 34.6% | 17.9% |
| 1 Year | n/a | 38.4%37.4% | 9.0%6.7% |
| 3 Year | n/a | 153.9%145.2% | 36.6%27.7% |
| 5 Year | n/a | 248.8%228.2% | 64.2%46.1% |
Price Volatility Vs. Market
How volatile is Datadog's share price compared to the market and industry in the last 5 years?
Simply Wall St News
18 hours ago | Simply Wall St
Could The Datadog, Inc. (NASDAQ:DDOG) Ownership Structure Tell Us Something Useful?1 month ago | Simply Wall St
Have Datadog, Inc. (NASDAQ:DDOG) Insiders Been Selling Their Stock?2 months ago | Simply Wall St
A Look At The Fair Value Of Datadog, Inc. (NASDAQ:DDOG)Valuation
Is Datadog undervalued compared to its fair value and its price relative to the market?
35.87x
Price to Book (PB) ratio
Share Price vs. Fair Value
Below Fair Value: DDOG ($96.41) is trading above our estimate of fair value ($38.33)
Significantly Below Fair Value: DDOG is trading above our estimate of fair value.
Price To Earnings Ratio
PE vs Industry: DDOG is unprofitable, so we can't compare its PE Ratio to the US Software industry average.
PE vs Market: DDOG is unprofitable, so we can't compare its PE Ratio to the US market.
Price to Earnings Growth Ratio
PEG Ratio: Insufficient data to calculate DDOG's PEG Ratio to determine if it is good value.
Price to Book Ratio
PB vs Industry: DDOG is overvalued based on its PB Ratio (35.9x) compared to the US Software industry average (7x).
Next Steps
Future Growth
How is Datadog forecast to perform in the next 1 to 3 years based on estimates from 16 analysts?
-40.4%
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: DDOG is forecast to remain unprofitable over the next 3 years.
Earnings vs Market: DDOG is forecast to remain unprofitable over the next 3 years.
High Growth Earnings: DDOG is forecast to remain unprofitable over the next 3 years.
Revenue vs Market: DDOG's revenue (25.2% per year) is forecast to grow faster than the US market (9.4% per year).
High Growth Revenue: DDOG's revenue (25.2% per year) is forecast to grow faster than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: DDOG's Return on Equity is forecast to be low in 3 years time (2.1%).
Next Steps
Past Performance
How has Datadog performed over the past 5 years?
96.4%
Last years earnings growth
Earnings and Revenue History
Quality Earnings: DDOG is currently unprofitable.
Growing Profit Margin: DDOG is currently unprofitable.
Past Earnings Growth Analysis
Earnings Trend: Insufficient data to determine if DDOG's year-on-year earnings growth rate was positive over the past 5 years.
Accelerating Growth: Unable to compare DDOG's earnings growth over the past year to its 5-year average as it is currently unprofitable
Earnings vs Industry: DDOG is unprofitable, making it difficult to compare its past year earnings growth to the Software industry (12.3%).
Return on Equity
High ROE: DDOG has a negative Return on Equity (-0.092%), as it is currently unprofitable.
Next Steps
Financial Health
How is Datadog's financial position?
Financial Position Analysis
Short Term Liabilities: DDOG's short term assets ($933.1M) exceed its short term liabilities ($210.6M).
Long Term Liabilities: DDOG's short term assets ($933.1M) exceed its long term liabilities ($53.1M).
Debt to Equity History and Analysis
Debt Level: DDOG is debt free.
Reducing Debt: DDOG has not had any debt for past 5 years.
Balance Sheet
Cash Runway Analysis
For companies that have on average been loss making in the past we assess whether they have at least 1 year of cash runway.
Stable Cash Runway: Whilst unprofitable DDOG has sufficient cash runway for more than 3 years if it maintains its current positive free cash flow level.
Forecast Cash Runway: DDOG is unprofitable but has sufficient cash runway for more than 3 years, due to free cash flow being positive and growing by 16.2% per year.
Next Steps
Dividend
What is Datadog current dividend yield, its reliability and sustainability?
Dividend Yield vs Market
Notable Dividend: Unable to evaluate DDOG's dividend yield against the bottom 25% of dividend payers, as the company has not reported any recent payouts.
High Dividend: Unable to evaluate DDOG's dividend yield against the top 25% of dividend payers, as the company has not reported any recent payouts.
Stability and Growth of Payments
Stable Dividend: Insufficient data to determine if DDOG's dividends per share have been stable in the past.
Growing Dividend: Insufficient data to determine if DDOG's dividend payments have been increasing.
Current Payout to Shareholders
Dividend Coverage: Insufficient data to calculate payout ratio to determine if its dividend payments are covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: No need to calculate the sustainability of DDOG's dividend in 3 years as they are not forecast to pay a notable one for the US market.
Next Steps
Management
How experienced are the management team and are they aligned to shareholders interests?
3.8yrs
Average management tenure
CEO
Olivier Pomel (43yo)
10.08yrs
Tenure
US$18,577,873
Compensation
Mr. Olivier Pomel serves as Co-Founder Datadog, Inc., also serves as Chief Executive Officer and Director since June 2010. Prior to Datadog, Mr. Pomel built data systems for K-12 teachers as a Vice Preside ...
CEO Compensation Analysis
Compensation vs Market: Olivier's total compensation ($USD18.58M) is above average for companies of similar size in the US market ($USD11.50M).
Compensation vs Earnings: Olivier's compensation has increased whilst the company is unprofitable.
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Co-Founder | 10.08yrs | US$18.58m | 10.07% $2.9b | |
| Co-Founder | 10.08yrs | US$11.33m | 5.56% $1.6b | |
| Chief Product Officer | 8.25yrs | US$11.42m | 1.7% $491.6m | |
| Chief Financial Officer | 1.67yrs | US$7.62m | 0.50% $143.8m | |
| Director of IR and FP&A | no data | no data | no data | |
| VP, General Counsel & Secretary | 2.5yrs | US$1.10m | 0.13% $36.8m | |
| Chief Marketing Officer | 4.17yrs | no data | no data | |
| Chief People Officer | 0.83yr | no data | 0.0017% $482.0k | |
| Chief Revenue Officer | 3.42yrs | no data | 0.065% $18.8m | |
| VP of Finance & Treasurer | no data | no data | no data |
3.8yrs
Average Tenure
49yo
Average Age
Experienced Management: DDOG's management team is considered experienced (3.8 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Co-Founder | 10.08yrs | US$18.58m | 10.07% $2.9b | |
| Co-Founder | 10.08yrs | US$11.33m | 5.56% $1.6b | |
| Lead Independent Director | no data | US$15.69k | 0.58% $167.0m | |
| Independent Director | 9.08yrs | US$12.33k | 0.27% $78.2m | |
| Independent Director | 1.17yrs | US$694.10k | no data | |
| Independent Director | 7.67yrs | no data | 0.037% $10.7m | |
| Independent Director | 1yr | no data | 0.036% $10.3m |
8.4yrs
Average Tenure
48yo
Average Age
Experienced Board: DDOG's board of directors are considered experienced (8.4 years average tenure).
Ownership
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: DDOG insiders have only sold shares in the past 3 months.
Recent Insider Transactions
Ownership Breakdown
Dilution of Shares: DDOG only recently listed within the past 12 months.
Top Shareholders
Company Information
Datadog, Inc.'s company bio, employee growth, exchange listings and data sources
Key Information
- Name: Datadog, Inc.
- Ticker: DDOG
- Exchange: NasdaqGS
- Founded: 2010
- Industry: Application Software
- Sector: Software
- Market Cap: US$28.863b
- Shares outstanding: 299.38m
- Website: https://www.datadoghq.com
Number of Employees
Location
- Datadog, Inc.
- 620, 8th Avenue
- 45th Floor
- New York
- New York
- 10018
- United States
Listings
| Ticker | Exchange | Primary Security | Security Type | Country | Currency | Listed on |
|---|---|---|---|---|---|---|
| DDOG | NasdaqGS (Nasdaq Global Select) | Yes | Class A Common Stock | US | USD | Sep 2019 |
| DDOG * | BMV (Bolsa Mexicana de Valores) | Yes | Class A Common Stock | MX | MXN | Sep 2019 |
| 3QD | BST (Boerse-Stuttgart) | Yes | Class A Common Stock | DE | EUR | Sep 2019 |
Biography
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, and log management to provide real-time observability of customers technology stack. Its platform also provides user experience and network performance monitoring, and various shared features, such as sophisticated dashboards, advanced analytics, collaboration tools, and alerting capabilities. The company was founded in 2010 and is headquartered in New York, New York.
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2020/07/12 23:53 |
| End of Day Share Price | 2020/07/10 00:00 |
| Earnings | 2020/03/31 |
| Annual Earnings | 2019/12/31 |
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 here.