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DDOG Datadog, Inc.

Trailing twelve months to 2026-06-30 · as filed 2026-08-06, not restated
Technology

Scale

Market cap
$80.1bn
Revenue TTM
$4.0bn
Net income TTM
$178m
Free cash flow
$1.2bn
Composite score
34.6
Sector rank
#158

Valuation

P / E
450.9
EV / EBITDA
958.6
EV / sales
18.9
FCF yield
1.48%
Earnings yield vs 10-yr
-4.51pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
4.5%
EBITDA margin
2.0%
ROE
4.1%
ROIC
Revenue growth
31.5%

Insider activity, last 90 days

Net open-market
$-415.78m
Buyers
0
Sellers
13

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

We generated revenue of $1.1 billion and $826.8 million in the three months ended June 30, 2026 and 2025, respectively, representing year-over-year growth of 36%. For the six months ended June 30, 2026 and 2025, our revenue was $2.1 billion and $1.6 billion, respectively, representing year-over-year growth of 34%. As of June 30, 2026, we had approximately 4,720 customers with annual run-rate revenue, or ARR, of $100,000 or more, representing 91% of our ARR, up from 3,850 customers as of June 30, 2025, representing 89% of our ARR. The increase in our trailing 12-month dollar-based net retention rate was attributable to increased usage growth from existing customers. …Datadog, Inc., 10-Q, period ended 2026-06-30, filed 2026-08-06

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