Compare Stocks › DDOG vs V
Datadog, Inc. (DDOG) vs Visa Inc. (V)
DDOG
Datadog, Inc.
$129.94
VS
V
Visa Inc.
$299.71
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.
V
- ★Visa Inc. has maintained ROIC above 15% for 4 consecutive years, indicating a durable competitive advantage.
- ★Gross margin of 97.8% indicates strong pricing power — typical of businesses with significant intellectual property or brand strength.
- ★Visa Inc. scores 99/100 on the Economic Moat Score (Wide Moat), with roic consistency as the strongest competitive dimension.
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.
V
- ⚠Insiders have sold $3.9M worth of stock in the past 3 months — significant insider liquidation.
Key Valuation Metrics
Learn more →DDOG
V
Valuation
$879.65M
Free Cash Flow
$22.03B
1.91%
FCF Yield
3.81%
419.16
Trailing P/E
28.17
49.14
Forward P/E
20.62
Quality & Moat
0.54%
ROIC
37.25%
2.89%
ROE
51.73%
79.98%
Gross Margin
97.78%
N/A
PEG Ratio
1.62
Balance Sheet Safety
0.34
Debt / Equity
0.55
N/A
Interest Coverage
N/A
-424.47
Net Debt / EBITDA
0.16
N/A
Dividend Yield
0.89%
DDOG: 2Ties: 1V: 7
DDOGV
Historical Fundamentals
Learn more →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.
V
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 →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
V
$5.50
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$44.47B
Δ Market Cap
+$244.54B
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 →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
V
1.1% Margin of Safety
Price is 1.1% below estimated fair value
Current Price: $299.71
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Fair Value: $303.16
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Reverse DCF — Market-Implied Growth
Learn more →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.
V
What growth rate is the market pricing in at $300?
+12.8%
Market-Implied Owner Earnings Growth
Standard FCF implies +11.5%
The market implies +12.8% Owner Earnings growth, roughly in line with history — reasonably priced.
Standard FCF implies +11.5%, reflecting ongoing growth investment.
Economic Moat Score
Learn more →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.
V
99/100
Wide Moat
70+ Wide · 40-69 Narrow · <40 None
Wide moat with strength across all dimensions. ROIC Consistency is the standout factor.
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.
Forensic Accounting
Learn more →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.
V
-2.50
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 →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.
V
Insiders 0.6%Institutions 90.8%Retail & Other 8.7%
No. of Institutional Holders5,907
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 →DDOG
0
Buys (3M)
0
Buys (12M)
No open market insider purchases found.
Open market purchases · includes direct & indirect ownership · excludes option exercises
V
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 →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
V
2
Sells (3M)
24
Sells (12M)
Total value (12M): $101.23M
CARNEY LLOYD A
Director
$201,253
@ $309.62 · 2026-03-11
MCINERNEY RYAN
Chief Executive Officer
$3.66M
@ $349.18 · 2026-01-02
MCINERNEY RYAN
Chief Executive Officer
$3.57M
@ $340.07 · 2025-12-11
ROTTENBERG JULIE B
General Counsel
$699,315
@ $345.00 · 2025-12-11
TANEJA RAJAT
Officer
$7.84M
@ $330.14 · 2025-12-02
FABARA PAUL D
Officer
$2.50M
@ $331.45 · 2025-12-02
TANEJA RAJAT
Officer
$2.08M
@ $330.00 · 2025-11-21
FABARA PAUL D
Officer
$707,917
@ $325.93 · 2025-11-21
CARNEY LLOYD A
Director
$302,832
@ $336.48 · 2025-11-04
MCINERNEY RYAN
Chief Executive Officer
$3.58M
@ $341.00 · 2025-11-03
MCINERNEY RYAN
Chief Executive Officer
$3.59M
@ $342.30 · 2025-10-01
MCINERNEY RYAN
Chief Executive Officer
$3.65M
@ $348.57 · 2025-09-02
ROTTENBERG JULIE B
General Counsel
$697,329
@ $344.02 · 2025-08-18
MCINERNEY RYAN
Chief Executive Officer
$3.60M
@ $343.13 · 2025-08-14
MCINERNEY RYAN
Chief Executive Officer
$3.05M
@ $353.82 · 2025-07-01
FABARA PAUL D
Officer
$4.36M
@ $375.00 · 2025-06-11
TANEJA RAJAT
President
$18.44M
@ $368.87 · 2025-06-05
FABARA PAUL D
Officer
$17.10M
@ $370.00 · 2025-06-05
MCINERNEY RYAN
Chief Executive Officer
$3.13M
@ $362.77 · 2025-06-02
FABARA PAUL D
Officer
$6.32M
@ $357.45 · 2025-05-12
FABARA PAUL D
Officer
$5.26M
@ $355.04 · 2025-05-08
MCINERNEY RYAN
Chief Executive Officer
$2.98M
@ $345.58 · 2025-05-01
ROTTENBERG JULIE B
General Counsel
$889,868
@ $345.58 · 2025-05-01
MCINERNEY RYAN
Chief Executive Officer
$3.02M
@ $350.44 · 2025-04-01
FABARA PAUL D
Officer
$13.40M
@ $340.41 · 2025-03-19
FABARA PAUL D
Officer
$12.88M
@ $327.20 · 2025-03-14
MCINERNEY RYAN
Chief Executive Officer
$3.13M
@ $363.00 · 2025-03-03
ANDRESKI PETER M
Officer
$815,314
@ $349.62 · 2025-02-07
MAHON TULLIER KELLY
Officer
$11.80M
@ $349.77 · 2025-02-07
MCINERNEY RYAN
Chief Executive Officer
$2.93M
@ $340.00 · 2025-02-03
ROTTENBERG JULIE B
General Counsel
$874,480
@ $340.00 · 2025-02-03
MCINERNEY RYAN
Chief Executive Officer
$2.74M
@ $317.78 · 2025-01-02
TANEJA RAJAT
Officer
$11.15M
@ $315.55 · 2024-12-13
MCINERNEY RYAN
Chief Executive Officer
$2.73M
@ $316.90 · 2024-12-02
FABARA PAUL D
Officer
$668,603
@ $307.97 · 2024-11-22
MCINERNEY RYAN
Chief Executive Officer
$2.49M
@ $288.49 · 2024-11-01
ROTTENBERG JULIE B
General Counsel
$741,996
@ $288.49 · 2024-11-01
MCINERNEY RYAN
Chief Executive Officer
$2.39M
@ $276.97 · 2024-10-01
MCINERNEY RYAN
Chief Executive Officer
$2.38M
@ $276.37 · 2024-09-03
MCINERNEY RYAN
Chief Executive Officer
$2.37M
@ $275.00 · 2024-08-29
ROTTENBERG JULIE B
General Counsel
$707,300
@ $275.00 · 2024-08-29
MAHON TULLIER KELLY
Officer
$10.12M
@ $267.64 · 2024-08-16
FABARA PAUL D
Officer
$7.01M
@ $277.15 · 2024-05-15
CARNEY LLOYD A
Director
$250,472
@ $275.55 · 2024-04-26
MCINERNEY RYAN
Chief Executive Officer
$2.30M
@ $280.36 · 2024-04-01
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
😐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.
V
😨Fear(36/100)
"Market is pessimistic — investigate whether fears are temporary or structural"
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 →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)
V
⚪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: Fear (36)