Datadog provides a cloud-based observability and security platform for software and infrastructure teams. Its products monitor servers, containers, applications, logs, user experience, and security signals, allowing customers to diagnose incidents across complex technology stacks. Revenue is largely subscription and usage-linked, with customers expanding spending as monitored workloads and products increase.
Datadog Inc. (DDOG) has a MarketKingdoms composite score of 66.8 (B), an B-range rating. It ranks 622nd of 1,866 covered companies, 95th of 176 in Technology (sector average 67.1) and 7th of 23 in Software - Application. Scores as of 2026-10-26.
Its strongest lenses are Industry opportunity at 84 (Technology average 88) and Stock selection at 83 (Technology average 82). Its weakest lenses are Price (valuation) at 18 (sector average 50) and Quality (profitability) at 50 (sector average 50).
| Lens | Type | DDOG | Technology average | Software - Application average | Percentile in sector |
|---|---|---|---|---|---|
| Industry opportunity | Research signal | 84 | 88 | 84 | 32nd |
| Stock selection | Research signal | 83 | 82 | 80 | 52nd |
| KPI momentum | Research signal | 81 | 84 | 79 | 34th |
| Catalyst watch | Research signal | 78 | 76 | 75 | 52nd |
| Price (valuation) | Fundamental lens | 18 | 50 | 50 | 11th |
| Expansion (growth) | Fundamental lens | 69 | 51 | 43 | 78th |
| Quality (profitability) | Fundamental lens | 50 | 50 | 62 | 52nd |
| Trend (momentum) | Fundamental lens | 81 | 50 | 48 | 95th |
The most recent call analysed was held on 2026-08-06 (fiscal 2026 Q2). MarketKingdoms checks what management promised on each call against what it later delivered.
The stock's valuation gap is -23.1%: its price is well below the path its market, sector and industry moves explain (strongly undervalued versus the model path). Factor sensitivity: market beta 1.42, sector beta 0.97, industry beta 0.48; the factor model explains 22% of its moves (R²).
| Company | Composite | Grade | Valuation gap |
|---|---|---|---|
| Adobe Inc. (ADBE) | 72.7 | B+ | -0.5% |
| DocuSign Inc. (DOCU) | 72.5 | B+ | +6.8% |
| Snowflake Inc. (SNOW) | 70.5 | B+ | -36.2% |
| Workday Inc. (WDAY) | 70.3 | B+ | -5.0% |
| Salesforce Inc. (CRM) | 70.2 | B+ | +1.3% |
| Autodesk Inc. (ADSK) | 67.2 | B | -5.7% |
| Roper Technologies Inc. (ROP) | 66.8 | B | +6.1% |
| PTC Inc. (PTC) | 65.2 | B | +7.6% |
Datadog Inc. financial statements · Technology sector ranking · Software - Application industry ranking · All covered companies
The composite score (0–100, graded A+ to D-) blends research signals from each earnings call with fundamental lenses from SEC filings and market prices. Research signals: Industry opportunity, Stock selection, KPI momentum and Catalyst watch, read from what management said and whether it delivered. Fundamental lenses: Price (valuation), Expansion (growth), Quality (profitability) and Trend (momentum). Scores are recalculated every night and after every earnings call. The valuation gap compares the actual price path with the path the stock's market, sector and industry moves explain; it is a model comparison, not a fair-value estimate.
General information, not investment advice.