Software - Infrastructure
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MDB vs DDOG
Revenue, margins, valuation, and 5-year total return — side by side.
Software - Application
MDB vs DDOG — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Software - Infrastructure | Software - Application |
| Market Cap | $21.58B | $46.77B |
| Revenue (TTM) | $2.46B | $3.43B |
| Net Income (TTM) | $-71M | $108M |
| Gross Margin | 71.7% | 79.9% |
| Operating Margin | -5.6% | -1.3% |
| Forward P/E | 45.0x | 67.0x |
| Total Debt | $33M | $1.54B |
| Cash & Equiv. | $1.08B | $401M |
MDB vs DDOG — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| MongoDB, Inc. (MDB) | 100 | 114.3 | +14.3% |
| Datadog, Inc. (DDOG) | 100 | 201.6 | +101.6% |
Price return only. Dividends and distributions are not included.
Quick Verdict: MDB vs DDOG
Each card shows where this stock fits in a portfolio — not just who wins on paper.
MDB is the clearest fit if your priority is long-term compounding and sleep-well-at-night.
- 7.3% 10Y total return vs DDOG's 282.7%
- Lower volatility, beta 1.67, Low D/E 1.1%, current ratio 4.65x
- Lower P/E (45.0x vs 67.0x)
DDOG carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- beta 1.40
- Rev growth 27.7%, EPS growth -41.2%, 3Y rev CAGR 26.9%
- Beta 1.40, current ratio 3.38x
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 27.7% revenue growth vs MDB's 22.8% | |
| Value | Lower P/E (45.0x vs 67.0x) | |
| Quality / Margins | 3.1% margin vs MDB's -2.9% | |
| Stability / Safety | Beta 1.40 vs MDB's 1.67 | |
| Dividends | Tie | Neither stock pays a meaningful dividend |
| Momentum (1Y) | +54.0% vs DDOG's +35.5% | |
| Efficiency (ROA) | 1.6% ROA vs MDB's -2.0%, ROIC -0.8% vs -4.9% |
MDB vs DDOG — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
MDB vs DDOG — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
DDOG leads this category, winning 6 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
DDOG and MDB operate at a comparable scale, with $3.4B and $2.5B in trailing revenue. DDOG is the more profitable business, keeping 3.1% of every revenue dollar as net income compared to MDB's -2.9%.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $2.5B | $3.4B |
| EBITDAEarnings before interest/tax | -$102M | $79M |
| Net IncomeAfter-tax profit | -$71M | $108M |
| Free Cash FlowCash after capex | $510M | $1.0B |
| Gross MarginGross profit ÷ Revenue | +71.7% | +79.9% |
| Operating MarginEBIT ÷ Revenue | -5.6% | -1.3% |
| Net MarginNet income ÷ Revenue | -2.9% | +3.1% |
| FCF MarginFCF ÷ Revenue | +20.7% | +29.2% |
| Rev. Growth (YoY)Latest quarter vs prior year | +26.7% | +29.2% |
| EPS Growth (YoY)Latest quarter vs prior year | -5.3% | 0.0% |
Valuation Metrics
MDB leads this category, winning 5 of 5 comparable metrics.
Valuation Metrics
| Metric | ||
|---|---|---|
| Market CapShares × price | $21.6B | $46.8B |
| Enterprise ValueMkt cap + debt − cash | $20.5B | $47.9B |
| Trailing P/EPrice ÷ TTM EPS | -301.43x | 479.03x |
| Forward P/EPrice ÷ next-FY EPS est. | 44.96x | 66.99x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | — | 612.92x |
| Price / SalesMarket cap ÷ Revenue | 8.76x | 13.65x |
| Price / BookPrice ÷ Book value/share | 7.30x | 14.00x |
| Price / FCFMarket cap ÷ FCF | 42.72x | 46.74x |
Profitability & Efficiency
DDOG leads this category, winning 6 of 9 comparable metrics.
Profitability & Efficiency
DDOG delivers a 2.9% return on equity — every $100 of shareholder capital generates $3 in annual profit, vs $-2 for MDB. MDB carries lower financial leverage with a 0.01x debt-to-equity ratio, signaling a more conservative balance sheet compared to DDOG's 0.41x. On the Piotroski fundamental quality scale (0–9), DDOG scores 6/9 vs MDB's 5/9, reflecting solid financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | -2.4% | +2.9% |
| ROA (TTM)Return on assets | -2.0% | +1.6% |
| ROICReturn on invested capital | -4.9% | -0.8% |
| ROCEReturn on capital employed | -4.6% | -1.0% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 6 |
| Debt / EquityFinancial leverage | 0.01x | 0.41x |
| Net DebtTotal debt minus cash | -$1.1B | $1.1B |
| Cash & Equiv.Liquid assets | $1.1B | $401M |
| Total DebtShort + long-term debt | $33M | $1.5B |
| Interest CoverageEBIT ÷ Interest expense | -10.47x | 4.47x |
Total Returns (Dividends Reinvested)
DDOG leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in DDOG five years ago would be worth $20,139 today (with dividends reinvested), compared to $10,337 for MDB. Over the past 12 months, MDB leads with a +54.0% total return vs DDOG's +35.5%. The 3-year compound annual growth rate (CAGR) favors DDOG at 22.3% vs MDB's 2.4% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | -33.6% | +7.4% |
| 1-Year ReturnPast 12 months | +54.0% | +35.5% |
| 3-Year ReturnCumulative with dividends | +7.4% | +83.0% |
| 5-Year ReturnCumulative with dividends | +3.4% | +101.4% |
| 10-Year ReturnCumulative with dividends | +727.1% | +282.7% |
| CAGR (3Y)Annualised 3-year return | +2.4% | +22.3% |
Risk & Volatility
DDOG leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
DDOG is the less volatile stock with a 1.40 beta — it tends to amplify market swings less than MDB's 1.67 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. DDOG currently trades 71.3% from its 52-week high vs MDB's 59.6% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.67x | 1.40x |
| 52-Week HighHighest price in past year | $444.72 | $201.69 |
| 52-Week LowLowest price in past year | $169.26 | $98.01 |
| % of 52W HighCurrent price vs 52-week peak | +59.6% | +71.3% |
| RSI (14)Momentum oscillator 0–100 | 54.0 | 69.6 |
| Avg Volume (50D)Average daily shares traded | 1.9M | 4.6M |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Wall Street rates MDB as "Buy" and DDOG as "Buy". Consensus price targets imply 55.8% upside for MDB (target: $413) vs 21.5% for DDOG (target: $175).
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $413.36 | $174.63 |
| # AnalystsCovering analysts | 44 | 47 |
| Dividend YieldAnnual dividend ÷ price | — | — |
| Dividend StreakConsecutive years of raises | — | — |
| Dividend / ShareAnnual DPS | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | +1.9% | 0.0% |
DDOG leads in 4 of 6 categories (Income & Cash Flow, Profitability & Efficiency). MDB leads in 1 (Valuation Metrics).
MDB vs DDOG: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is MDB or DDOG a better buy right now?
For growth investors, Datadog, Inc.
(DDOG) is the stronger pick with 27. 7% revenue growth year-over-year, versus 22. 8% for MongoDB, Inc. (MDB). Datadog, Inc. (DDOG) offers the better valuation at 479. 0x trailing P/E (67. 0x forward), making it the more compelling value choice. Analysts rate MongoDB, Inc. (MDB) a "Buy" — based on 44 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — MDB or DDOG?
On forward P/E, MongoDB, Inc.
is actually cheaper at 45. 0x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — MDB or DDOG?
Over the past 5 years, Datadog, Inc.
(DDOG) delivered a total return of +101. 4%, compared to +3. 4% for MongoDB, Inc. (MDB). Over 10 years, the gap is even starker: MDB returned +727. 1% versus DDOG's +282. 7%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — MDB or DDOG?
By beta (market sensitivity over 5 years), Datadog, Inc.
(DDOG) is the lower-risk stock at 1. 40β versus MongoDB, Inc. 's 1. 67β — meaning MDB is approximately 19% more volatile than DDOG relative to the S&P 500. On balance sheet safety, MongoDB, Inc. (MDB) carries a lower debt/equity ratio of 1% versus 41% for Datadog, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — MDB or DDOG?
By revenue growth (latest reported year), Datadog, Inc.
(DDOG) is pulling ahead at 27. 7% versus 22. 8% for MongoDB, Inc. (MDB). On earnings-per-share growth, the picture is similar: MongoDB, Inc. grew EPS 49. 1% year-over-year, compared to -41. 2% for Datadog, Inc.. Over a 3-year CAGR, DDOG leads at 26. 9% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — MDB or DDOG?
Datadog, Inc.
(DDOG) is the more profitable company, earning 3. 1% net margin versus -2. 9% for MongoDB, Inc. — meaning it keeps 3. 1% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: DDOG leads at -1. 3% versus -5. 6% for MDB. At the gross margin level — before operating expenses — DDOG leads at 80. 0%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is MDB or DDOG more undervalued right now?
On forward earnings alone, MongoDB, Inc.
(MDB) trades at 45. 0x forward P/E versus 67. 0x for Datadog, Inc. — 22. 0x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for MDB: 55. 8% to $413. 36.
08Which pays a better dividend — MDB or DDOG?
None of the stocks in this comparison currently pay a material dividend.
All are effectively zero-yield and should be held for capital appreciation rather than income.
09Is MDB or DDOG better for a retirement portfolio?
For long-horizon retirement investors, MongoDB, Inc.
(MDB) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (+727. 1% 10Y return). Both have compounded well over 10 years (MDB: +727. 1%, DDOG: +282. 7%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between MDB and DDOG?
Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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