Financials Datadog, Inc.

Equities

DDOG

US23804L1035

Software

Market Closed - Nasdaq 01:30:00 27/04/2024 am IST 5-day change 1st Jan Change
131.4 USD +4.95% Intraday chart for Datadog, Inc. +9.46% +8.30%

Valuation

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Capitalization 1 11,176 29,978 55,573 23,341 39,880 43,932 - -
Enterprise Value (EV) 1 10,403 29,037 54,754 22,192 38,039 41,411 40,519 39,071
P/E ratio -315 x -1,231 x -2,544 x -459 x 867 x 886 x 540 x 172 x
Yield - - - - - - - -
Capitalization / Revenue 30.8 x 49.7 x 54 x 13.9 x 18.7 x 17 x 13.8 x 10.6 x
EV / Revenue 28.7 x 48.1 x 53.2 x 13.2 x 17.9 x 16 x 12.7 x 9.42 x
EV / EBITDA 1,484 x 367 x 291 x 61.5 x 71.1 x 67.8 x 51.2 x 35.7 x
EV / FCF 13,151 x 349 x 219 x 57.9 x 60.2 x 62.2 x 47.3 x 30 x
FCF Yield 0.01% 0.29% 0.46% 1.73% 1.66% 1.61% 2.11% 3.33%
Price to Book 14.3 x 31.4 x 53.6 x 21.8 x - 17.2 x 13.8 x 10.9 x
Nbr of stocks (in thousands) 2,95,830 3,04,532 3,12,016 3,17,560 3,28,554 3,34,214 - -
Reference price 2 37.78 98.44 178.1 73.50 121.4 131.4 131.4 131.4
Announcement Date 13/02/20 11/02/21 10/02/22 16/02/23 13/02/24 - - -
1USD in Million2USD
Estimates

Income Statement Evolution (Annual data)

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Net sales 1 362.8 603.5 1,029 1,675 2,128 2,586 3,194 4,148
EBITDA 1 7.009 79.05 188 360.9 534.7 611.2 790.8 1,093
EBIT 1 -5.361 63.6 165.1 326.3 490.2 549.4 715.8 1,006
Operating Margin -1.48% 10.54% 16.04% 19.48% 23.03% 21.24% 22.41% 24.26%
Earnings before Tax (EBT) 1 -15.98 -22.22 -18.42 -38.07 60.24 85.25 172.9 351.4
Net income 1 -16.71 -24.55 -20.74 -50.16 48.57 31.85 107.5 246.8
Net margin -4.61% -4.07% -2.02% -2.99% 2.28% 1.23% 3.36% 5.95%
EPS 2 -0.1200 -0.0800 -0.0700 -0.1600 0.1400 0.1483 0.2434 0.7629
Free Cash Flow 1 0.791 83.21 250.5 383.1 632.4 665.3 856.4 1,300
FCF margin 0.22% 13.79% 24.35% 22.87% 29.71% 25.72% 26.82% 31.35%
FCF Conversion (EBITDA) 11.29% 105.26% 133.26% 106.16% 118.26% 108.85% 108.3% 118.93%
FCF Conversion (Net income) - - - - 1,302.03% 2,088.77% 796.96% 527%
Dividend per Share 2 - - - - - - - -
Announcement Date 13/02/20 11/02/21 10/02/22 16/02/23 13/02/24 - - -
1USD in Million2USD
Estimates

Income Statement Evolution (Quarterly data)

Fiscal Period: December 2021 Q3 2021 Q4 2022 Q1 2022 Q2 2022 Q3 2022 Q4 2023 Q1 2023 Q2 2023 Q3 2023 Q4 2024 Q1 2024 Q2 2024 Q3 2024 Q4 2025 Q1
Net sales 1 270.5 326.2 363 406.1 436.5 469.4 481.7 509.5 547.5 589.6 591.7 619.9 662.3 710.5 724.9
EBITDA 1 50.22 77.49 91.07 92.79 84.15 92.9 96.64 117 142.4 178.7 144.3 146.1 154.5 167.4 173.8
EBIT 1 44.02 70.62 83.68 84.67 74.84 83.09 86.37 106.5 130.8 166.7 130.5 130.3 138.3 150.1 158.1
Operating Margin 16.27% 21.65% 23.05% 20.85% 17.14% 17.7% 17.93% 20.9% 23.88% 28.26% 22.05% 21.02% 20.89% 21.13% 21.81%
Earnings before Tax (EBT) 1 -4.767 8.532 10.85 -0.011 -23.06 -25.85 -20.42 -0.908 24.3 57.27 21.11 16.84 21.32 28.25 17.26
Net income 1 -5.484 7.169 9.738 -4.879 -25.98 -29.03 -24.09 -3.969 22.63 53.99 8.115 3.174 5.535 8.835 5.551
Net margin -2.03% 2.2% 2.68% -1.2% -5.95% -6.19% -5% -0.78% 4.13% 9.16% 1.37% 0.51% 0.84% 1.24% 0.77%
EPS 2 -0.0200 0.0200 0.0300 -0.0200 -0.0800 -0.0900 -0.0800 -0.0100 0.0600 0.1500 0.0421 0.0280 0.0336 0.0408 0.002320
Dividend per Share 2 - - - - - - - - - - - - - - -
Announcement Date 04/11/21 10/02/22 05/05/22 04/08/22 03/11/22 16/02/23 04/05/23 08/08/23 07/11/23 13/02/24 - - - - -
1USD in Million2USD
Estimates

Balance Sheet Analysis

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Net Debt 1 - - - - - - - -
Net Cash position 1 774 942 819 1,149 1,841 2,521 3,413 4,862
Leverage (Debt/EBITDA) - - - - - - - -
Free Cash Flow 1 0.79 83.2 251 383 632 665 856 1,300
ROE (net income / shareholders' equity) -4.73% 8.23% 16.7% 27.6% 27% 22% 21.4% 22.6%
ROA (Net income/ Total Assets) -2.74% 4.89% 7.81% 12.6% 13.4% 12% 11.8% 14.7%
Assets 1 608.9 -502.3 -265.6 -399.4 363.3 264.7 910.6 1,683
Book Value Per Share 2 2.640 3.130 3.320 3.360 - 7.630 9.550 12.00
Cash Flow per Share 2 0.1700 0.3600 0.9300 1.330 1.880 2.020 2.620 3.560
Capex 1 13.3 5.42 9.96 35.3 27.6 52.4 59 70.4
Capex / Sales 3.67% 0.9% 0.97% 2.11% 1.3% 2.03% 1.85% 1.7%
Announcement Date 13/02/20 11/02/21 10/02/22 16/02/23 13/02/24 - - -
1USD in Million2USD
Estimates

EPS & Dividend

Year-on-year evolution of the PER

Year-on-year evolution of the Yield

Change in Enterprise Value/EBITDA

Trading Rating
Investor Rating
ESG Refinitiv
C
More Ratings
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
44
Last Close Price
131.4 USD
Average target price
148.2 USD
Spread / Average Target
+12.74%
Consensus
1st Jan change Capi.
+8.30% 43.93B
-19.95% 214B
-9.06% 66.27B
-3.37% 56.38B
-10.49% 46.62B
-6.51% 34.19B
-7.95% 29.14B
+85.24% 24.32B
+3.45% 21.64B
+3.86% 13.77B
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