Datadog Inc - Ordinary Shares - Class A

Datadog Inc - Ordinary Shares - Class A

DDOG

Market Cap$44.03B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Datadog Inc - Ordinary Shares - Class ADatadog Inc - Ordinary Shares - Class A263.9-6%16.31

Earnings Call Q1 2025

May 6, 2025 - AI Summary

Strong Financial Performance: Datadog reported Q1 2025 revenue of $762 million, marking a 25% year-over-year (YOY) increase, and exceeding guidance expectations. The company generated free cash flow of $244 million, with a free cash flow margin of 32%. This reflects robust operational efficiency and demand for its services despite economic uncertainties.
Customer Growth and Product Adoption: The company ended Q1 with approximately 30,500 customers, up from about 28,000 a year ago. A significant milestone was the increase in customers with an Annual Recurring Revenue (ARR) of $100,000 or more to 3,770, accounting for approximately 88% of ARR. Furthermore, 83% of customers utilized multiple products, indicating strong customer engagement and cross-selling opportunities.
Dollar Bookings Surge: Datadog signed 11 deals with a Total Contract Value (TCV) of $10 million or more in Q1, a stark rise from just one deal in the previous year. This suggests strong demand and increasing acceptance of Datadog's platform among larger enterprises, with dollar bookings for new logos rising over 70% YOY.

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$129.25

Target Price by Analysts

0.8% downsideDatadog Target Price DetailsTarget Price
$149.90

Current Fair Value

15.1% upside

Undervalued by 15.1% based on the discounted cash flow analysis.

Share Statistics

Market cap$44.03 Billion
Enterprise Value$45.78 Billion
Dividend Yield$0 (0%)
Earnings per Share$0.55
Beta1
Outstanding Shares343,097,000

Return

Return on Equity-
Return on Assets-
Return on Invested Capital-

Valuation & Multiples

P/E Ratio263.91
PEG-625.42
Price to Sales16.28
Price to Book Ratio16.28
Enterprise Value to Revenue16.15
Enterprise Value to EBIT2452.28
Enterprise Value to Net Income276
Total Debt to Enterprise0.06
Debt to Equity0.97

Revenue Sources

No data

Insider Trades

ESG Score

No data

About Datadog Inc

CEO: Olivier Pomel