Compare StocksDDOG vs INTC

Datadog, Inc. (DDOG) vs Intel Corporation (INTC)

DDOG
Datadog, Inc.
$129.94
VS
INTC
Intel Corporation
$46.18

Rewards

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.
INTC

    Risks

    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.
    INTC
    • Intel Corporation scores only 17/100 on the Economic Moat Score, suggesting limited durable competitive advantages.

    Key Valuation Metrics

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    DDOG
    INTC
    Valuation
    $879.65M
    Free Cash Flow
    $-4.50B
    1.91%
    FCF Yield
    -1.95%
    419.16
    Trailing P/E
    N/A
    49.14
    Forward P/E
    46.59
    Quality & Moat
    0.54%
    ROIC
    1.24%
    2.89%
    ROE
    -0.21%
    79.98%
    Gross Margin
    36.56%
    N/A
    PEG Ratio
    N/A
    Balance Sheet Safety
    0.34
    Debt / Equity
    0.37
    N/A
    Interest Coverage
    N/A
    -424.47
    Net Debt / EBITDA
    0.77
    N/A
    Dividend Yield
    N/A
    DDOG: 6Ties: 1INTC: 2
    DDOGINTC

    Historical Fundamentals

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    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.

    INTC

    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

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    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
    INTC
    N/A
    Net losses over 3 years — test not applicable
    Company had negative cumulative retained earnings
    Σ Retained
    $-22.02B
    Δ Market Cap
    +$74.94B
    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

    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

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    DDOG
    442.2% Overvalued
    Price is 442.2% above estimated fair value
    Current Price: $129.94
    Fair Value: $23.96
    Strongly undervalued
    Undervalued
    Fairly valued
    Overvalued
    Strongly overvalued
    INTC
    Insufficient Data
    Enter initial FCF to calculate intrinsic value
    Current Price: $46.18
    Fair Value: $0.00
    Strongly undervalued
    Undervalued
    Fairly valued
    Overvalued
    Strongly overvalued

    Reverse DCF — Market-Implied Growth

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    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.

    INTC

    Requires positive FCF to compute implied growth rate.

    Economic Moat Score

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    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.
    INTC
    17/100
    No Moat
    70+ Wide · 40-69 Narrow · <40 None

    No durable moat detected, though revenue predictability shows some competitive positioning. The business lacks consistent evidence of sustainable advantages.

    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

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    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.
    INTC
    -2.59
    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

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    DDOG
    Insiders 0.7%Institutions 91.1%Retail & Other 8.3%
    No. of Institutional Holders1,525
    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.
    INTC
    Insiders 4.4%Institutions 62.0%Retail & Other 33.6%
    No. of Institutional Holders3,156
    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

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    DDOG
    0
    Buys (3M)
    0
    Buys (12M)
    No open market insider purchases found.
    Open market purchases · includes direct & indirect ownership · excludes option exercises
    INTC
    1
    Buys (3M)
    1
    Buys (12M)
    Total value (12M): $249,985
    ZINSNER DAVID A
    Chief Financial Officer
    $249,985
    @ $42.50 · 2026-01-26
    GELSINGER PATRICK P
    Chief Executive Officer
    $251,198
    @ $22.53 · 2024-11-04
    GELSINGER PATRICK P
    Chief Executive Officer
    $251,946
    @ $20.16 · 2024-08-05
    GELSINGER PATRICK P
    Chief Executive Officer
    $124,173
    @ $30.29 · 2024-05-01
    GELSINGER PATRICK P
    Chief Executive Officer
    $125,674
    @ $31.42 · 2024-04-29
    Open market purchases · includes direct & indirect ownership · excludes option exercises

    Open market purchases · includes direct & indirect ownership · excludes option exercises.

    Insider Selling Activity

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    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
    INTC
    1
    Sells (3M)
    1
    Sells (12M)
    Total value (12M): $981,000
    MILLER BOISE APRIL
    Officer
    $981,000
    @ $49.05 · 2026-02-02
    HOLTHAUS MICHELLE JOHNSTON
    General Counsel
    $650,000
    @ $26.00 · 2024-11-07
    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 →
    DDOG
    FearGreed
    😐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.
    INTC
    FearGreed
    😐Neutral(53/100)

    "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

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    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)
    INTC
    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 (53)
    View DDOG Full AnalysisView INTC Full Analysis