Compare Stocks › AXP vs DDOG
American Express Company (AXP) vs Datadog, Inc. (DDOG)
AXP
American Express Company
$294.93
VS
DDOG
Datadog, Inc.
$129.94
Rewards
AXP
- ★Gross margin of 63.5% indicates strong pricing power — typical of businesses with significant intellectual property or brand strength.
- ★Return on equity has consistently exceeded 20% over 4 years, indicating efficient use of shareholder capital.
- ★Each dollar of retained earnings has created $6.18 of market value — management is an exceptional capital allocator.
DDOG
- ★Gross margin of 80.0% indicates strong pricing power — typical of businesses with significant intellectual property or brand strength.
- ★Free cash flow has grown at a 37.3% CAGR over the past 4 years, demonstrating strong earnings power growth.
- ★Each dollar of retained earnings has created $71.99 of market value — management is an exceptional capital allocator.
Risks
AXP
- ⚠Altman Z-Score of 0.93 places the company in the distress zone — financial patterns resemble those of companies that experienced bankruptcy.
- ⚠7 insider sales totaling $36.4M with no purchases in the past 3 months — insiders are reducing their exposure.
- ⚠Free cash flow has declined at a 5.9% CAGR over the past 4 years — a concerning trend.
DDOG
- ⚠FCF yield of 1.9% is below 3%, meaning the market is pricing in substantial future growth to justify the current price.
- ⚠16 insider sales totaling $71.9M with no purchases in the past 3 months — insiders are reducing their exposure.
Key Valuation Metrics
Learn more →AXP
DDOG
Valuation
N/A
Free Cash Flow
$879.65M
N/A
FCF Yield
1.91%
19.19
Trailing P/E
419.16
14.64
Forward P/E
49.14
Quality & Moat
9.49%
ROIC
0.54%
31.97%
ROE
2.89%
63.47%
Gross Margin
79.98%
1.16
PEG Ratio
N/A
Balance Sheet Safety
1.91
Debt / Equity
0.34
N/A
Interest Coverage
N/A
N/A
Net Debt / EBITDA
-424.47
1.29%
Dividend Yield
N/A
AXP: 4Ties: 1DDOG: 2
AXPDDOG
Historical Fundamentals
Learn more →AXP
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
DDOG
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
$1 Retained Earnings Test
Learn more →AXP
$6.18
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$23.29B
Δ Market Cap
+$144.01B
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
DDOG
$71.99
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$340.1M
Δ Market Cap
+$24.48B
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
Discounted Cash Flow (DCF) Analysis
Learn more →AXP
38.6% Margin of Safety
Price is 38.6% below estimated fair value
Current Price: $294.93
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Fair Value: $480.21
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
DDOG
442.2% Overvalued
Price is 442.2% above estimated fair value
Current Price: $129.94
Strongly undervalued
Strongly overvalued
Fair Value: $23.96
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Reverse DCF — Market-Implied Growth
Learn more →AXP
Requires positive FCF to compute implied growth rate.
DDOG
What growth rate is the market pricing in at $130?
+50.5%
Market-Implied Owner Earnings Growth
Standard FCF implies +19.8%
The market implies +50.5% Owner Earnings growth, roughly in line with history — reasonably priced.
Standard FCF implies +19.8%, reflecting ongoing growth investment.
Economic Moat Score
Learn more →AXP
40/100
Narrow Moat
70+ Wide · 40-69 Narrow · <40 None
Narrow moat with revenue predictability as the key competitive advantage. Improving margin stability would strengthen the moat.
Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 4 years of fundamental data.
DDOG
49/100
Narrow Moat
70+ Wide · 40-69 Narrow · <40 None
Narrow moat with revenue predictability as the key competitive advantage. Improving margin stability would strengthen the moat.
Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 5 years of fundamental data.
Forensic Accounting
Learn more →AXP
-2.51
Unlikely Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone
M-Score Trend
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
DDOG
-2.63
Unlikely Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone
M-Score Trend
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
Ownership Breakdown
Learn more →AXP
Insiders 22.2%Institutions 64.8%Retail & Other 12.9%
No. of Institutional Holders3,749
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.
DDOG
Insiders 0.7%Institutions 91.1%Retail & Other 8.3%
No. of Institutional Holders1,526
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.
High insider ownership aligns management incentives with shareholders. Institutional concentration can indicate smart-money conviction but also crowding risk.
Insider Buying Activity
Learn more →AXP
0
Buys (3M)
1
Buys (12M)
Total value (12M): $4,054
JOABAR RAYMOND D
Officer
$4,054
@ $176.26 · 2025-04-09
ANGELAKIS MICHAEL J
Director
$998,593
@ $269.89 · 2025-03-07
Open market purchases · includes direct & indirect ownership · excludes option exercises
DDOG
0
Buys (3M)
0
Buys (12M)
No open market insider purchases found.
Open market purchases · includes direct & indirect ownership · excludes option exercises
Open market purchases · includes direct & indirect ownership · excludes option exercises.
Insider Selling Activity
Learn more →AXP
7
Sells (3M)
20
Sells (12M)
Total value (12M): $152.65M
LIEBERMAN QUINN JESSICA
Officer
$909,661
@ $300.02 · 2026-03-06
JOABAR RAYMOND D
Officer
$4.77M
@ $340.67 · 2026-02-19
GROSFIELD HOWARD M
Officer
$2.82M
@ $346.73 · 2026-02-12
RADHAKRISHNAN RAVIKUMAR S
Chief Technology Officer
$5.35M
@ $356.58 · 2026-02-09
SEEGER LAUREEN E
Officer
$4.60M
@ $360.99 · 2026-02-09
MARRS ANNA
Officer
$9.60M
@ $350.01 · 2026-02-05
PICKETT DENISE
Officer
$8.35M
@ $356.91 · 2026-02-05
JOABAR RAYMOND D
Officer
$538,902
@ $384.93 · 2025-12-12
RUTLEDGE ELIZABETH
Officer
$18.01M
@ $360.21 · 2025-10-31
TABISH DOUGLAS J
Officer
$894,359
@ $355.61 · 2025-10-23
PICKETT DENISE
Officer
$1.75M
@ $350.73 · 2025-10-22
SQUERI STEPHEN J
Chief Executive Officer
$37.03M
@ $329.86 · 2025-09-04
HERENA MONIQUE
Officer
$2.83M
@ $325.88 · 2025-09-03
BUCKMINSTER DOUGLAS E
Officer
$7.67M
@ $326.37 · 2025-09-02
SEEGER LAUREEN E
Officer
$23.37M
@ $296.90 · 2025-08-06
MCNEAL GLENDA G
Officer
$15.47M
@ $309.50 · 2025-07-29
MARRS ANNA
Officer
$1.71M
@ $310.77 · 2025-07-29
MARQUEZ RAFAEL
Officer
$3.56M
@ $296.93 · 2025-05-20
GROSFIELD HOWARD M
Officer
$2.60M
@ $275.50 · 2025-05-06
MCNEAL GLENDA G
Officer
$799,009
@ $264.66 · 2025-04-29
MARRS ANNA
President
$6.32M
@ $287.88 · 2025-03-04
LIEBERMAN QUINN JESSICA
Officer
$897,590
@ $296.43 · 2025-02-26
MCNEAL GLENDA G
Officer
$2.29M
@ $309.96 · 2025-02-11
SQUERI STEPHEN J
Chief Executive Officer
$16.24M
@ $319.45 · 2025-02-06
JOABAR RAYMOND D
Officer
$3.53M
@ $317.01 · 2025-02-05
RADHAKRISHNAN RAVIKUMAR S
Chief Technology Officer
$3.03M
@ $319.17 · 2025-02-05
PICKETT DENISE
Officer
$7.25M
@ $318.69 · 2025-02-05
JOABAR RAYMOND D
Officer
$4.77M
@ $313.94 · 2025-01-28
LE CAILLEC CHRISTOPHE
Chief Financial Officer
$1.82M
@ $303.48 · 2024-11-27
SQUERI STEPHEN J
Chief Executive Officer
$48.90M
@ $286.57 · 2024-11-07
HERENA MONIQUE
Officer
$374,010
@ $287.70 · 2024-11-07
BUCKMINSTER DOUGLAS E
Officer
$3.55M
@ $270.98 · 2024-10-29
WILLIAMS ANRE D.
Officer
$21.05M
@ $270.26 · 2024-10-22
PICKETT DENISE
Officer
$666,213
@ $240.68 · 2024-05-22
SKYLER JENNIFER
Officer
$3.58M
@ $241.73 · 2024-05-10
LIEBERMAN QUINN JESSICA
Officer
$729,770
@ $232.41 · 2024-05-06
MARRS ANNA
Officer
$829,501
@ $230.93 · 2024-05-03
BUCKMINSTER DOUGLAS E
Officer
$27.27M
@ $232.44 · 2024-05-02
SQUERI STEPHEN J
Chief Executive Officer
$9.28M
@ $238.63 · 2024-04-23
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
DDOG
16
Sells (3M)
69
Sells (12M)
Total value (12M): $298.87M
POMEL OLIVIER
Chief Executive Officer
$5.38M
@ $126.80 · 2026-03-16
WALTERS SEAN MICHAEL
Officer
$2.81M
@ $125.68 · 2026-03-11
LE-QUOC ALEXIS T
Chief Technology Officer
$6.77M
@ $125.49 · 2026-03-10
BLITZER ADAM
Chief Operating Officer
$7.23M
@ $110.39 · 2026-03-03
OBSTLER DAVID M
Chief Financial Officer
$4.43M
@ $110.54 · 2026-03-02
GALLOREESE DAVID
Officer
$1.18M
@ $110.54 · 2026-03-02
LI YANBING
Officer
$2.54M
@ $110.54 · 2026-03-02
POMEL OLIVIER
Chief Executive Officer
$7.62M
@ $110.54 · 2026-03-02
LE-QUOC ALEXIS T
Chief Technology Officer
$5.92M
@ $110.54 · 2026-03-02
ACOCELLA KERRY
General Counsel
$1.95M
@ $110.54 · 2026-03-02
WALTERS SEAN MICHAEL
Officer
$3.55M
@ $110.54 · 2026-03-02
LE-QUOC ALEXIS T
Chief Technology Officer
$2.27M
@ $104.88 · 2026-02-23
LE-QUOC ALEXIS T
Chief Technology Officer
$5.47M
@ $126.79 · 2026-02-11
LE-QUOC ALEXIS T
Chief Technology Officer
$4.57M
@ $140.99 · 2026-01-28
LE-QUOC ALEXIS T
Chief Technology Officer
$5.77M
@ $133.93 · 2026-01-05
LE-QUOC ALEXIS T
Chief Technology Officer
$4.47M
@ $137.85 · 2025-12-29
POMEL OLIVIER
Chief Executive Officer
$1.54M
@ $137.93 · 2025-12-17
WALTERS SEAN MICHAEL
Officer
$1.47M
@ $149.84 · 2025-12-11
LE-QUOC ALEXIS T
Chief Technology Officer
$8.31M
@ $154.05 · 2025-12-08
LE-QUOC ALEXIS T
Chief Technology Officer
$8.31M
@ $154.05 · 2025-12-08
ACOCELLA KERRY
General Counsel
$596,035
@ $151.35 · 2025-12-05
POMEL OLIVIER
Chief Executive Officer
$7.51M
@ $155.89 · 2025-12-03
BLITZER ADAM
Chief Operating Officer
$2.59M
@ $156.66 · 2025-12-03
OBSTLER DAVID M
Chief Financial Officer
$1.98M
@ $158.60 · 2025-12-02
GALLOREESE DAVID
Officer
$405,061
@ $158.60 · 2025-12-02
LI YANBING
Officer
$1.06M
@ $158.60 · 2025-12-02
LE-QUOC ALEXIS T
Chief Technology Officer
$2.18M
@ $158.60 · 2025-12-02
ACOCELLA KERRY
General Counsel
$795,847
@ $158.60 · 2025-12-02
WALTERS SEAN MICHAEL
Officer
$1.67M
@ $158.60 · 2025-12-02
LE-QUOC ALEXIS T
Chief Technology Officer
$6.85M
@ $158.49 · 2025-11-24
POMEL OLIVIER
Chief Executive Officer
$18.25M
@ $181.18 · 2025-11-17
LE-QUOC ALEXIS T
Chief Technology Officer
$10.67M
@ $197.99 · 2025-11-11
POMEL OLIVIER
Chief Executive Officer
$10.27M
@ $163.90 · 2025-11-03
POMEL OLIVIER
Chief Executive Officer
$1.73M
@ $154.35 · 2025-10-22
POMEL OLIVIER
Chief Executive Officer
$19.86M
@ $162.17 · 2025-10-09
LE-QUOC ALEXIS T
Chief Technology Officer
$6.26M
@ $150.94 · 2025-10-01
WALTERS SEAN MICHAEL
Officer
$438,725
@ $150.04 · 2025-10-01
POMEL OLIVIER
Chief Executive Officer
$1.54M
@ $137.94 · 2025-09-23
WALTERS SEAN MICHAEL
Officer
$952,344
@ $139.62 · 2025-09-11
POMEL OLIVIER
Chief Executive Officer
$4.47M
@ $135.74 · 2025-09-08
ACOCELLA KERRY
General Counsel
$533,219
@ $134.72 · 2025-09-05
BLITZER ADAM
Chief Operating Officer
$2.20M
@ $133.02 · 2025-09-03
OBSTLER DAVID M
Chief Financial Officer
$1.69M
@ $133.85 · 2025-09-02
GALLOREESE DAVID
Officer
$344,923
@ $133.85 · 2025-09-02
LE-QUOC ALEXIS T
Chief Technology Officer
$7.41M
@ $133.83 · 2025-09-02
LI YANBING
Officer
$3.35M
@ $133.85 · 2025-09-02
POMEL OLIVIER
Chief Executive Officer
$2.06M
@ $133.85 · 2025-09-02
ACOCELLA KERRY
General Counsel
$2.50M
@ $138.22 · 2025-09-02
WALTERS SEAN MICHAEL
Officer
$1.42M
@ $133.85 · 2025-09-02
POMEL OLIVIER
Chief Executive Officer
$1.46M
@ $130.00 · 2025-08-27
POMEL OLIVIER
Chief Executive Officer
$4.29M
@ $130.38 · 2025-08-11
COLE TITILOPE
Director
$301,864
@ $136.59 · 2025-08-08
LE-QUOC ALEXIS T
Chief Technology Officer
$5.58M
@ $134.47 · 2025-08-05
POMEL OLIVIER
Chief Executive Officer
$1.69M
@ $150.82 · 2025-07-28
LE-QUOC ALEXIS T
Chief Technology Officer
$5.78M
@ $139.27 · 2025-07-14
POMEL OLIVIER
Chief Executive Officer
$4.81M
@ $146.05 · 2025-07-08
OBSTLER DAVID M
Chief Financial Officer
$2.21M
@ $147.43 · 2025-07-03
WALTERS SEAN MICHAEL
Officer
$1.42M
@ $150.00 · 2025-07-03
OBSTLER DAVID M
Chief Financial Officer
$2.03M
@ $135.25 · 2025-06-30
AGARWAL AMIT
Director
$3.02M
@ $130.87 · 2025-06-25
POMEL OLIVIER
Chief Executive Officer
$13.29M
@ $131.88 · 2025-06-25
OBSTLER DAVID M
Chief Financial Officer
$1.95M
@ $130.25 · 2025-06-18
OBSTLER DAVID M
Chief Financial Officer
$2.50M
@ $125.25 · 2025-06-17
WALTERS SEAN MICHAEL
Officer
$1.18M
@ $125.00 · 2025-06-17
AGARWAL AMIT
Director
$2.99M
@ $119.46 · 2025-06-11
WALTERS SEAN MICHAEL
Officer
$498,268
@ $119.49 · 2025-06-11
POMEL OLIVIER
Chief Executive Officer
$13.07M
@ $121.71 · 2025-06-09
OBSTLER DAVID M
Chief Financial Officer
$2.40M
@ $120.25 · 2025-06-04
LE-QUOC ALEXIS T
Chief Technology Officer
$15.25M
@ $119.96 · 2025-06-04
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives.
🎭 Mr. Market's Mood
Learn more →AXP
😐Neutral(42/100)
"Market is pricing this stock without strong emotion in either direction"
Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
DDOG
😐Neutral(46/100)
"Market is pricing this stock without strong emotion in either direction"
Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
Composite sentiment score based on market signals. Inspired by Buffett’s "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
⚖️ Buffett Signal
Learn more →AXP
⚪Awaiting DCF Data
The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.
DCF Margin of Safety: N/AMr. Market's Mood: Neutral (42)
DDOG
⚪Awaiting DCF Data
The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.
DCF Margin of Safety: N/AMr. Market's Mood: Neutral (46)