Software - Infrastructure
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AVPT vs DDOG
Revenue, margins, valuation, and 5-year total return — side by side.
Software - Application
AVPT vs DDOG — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Software - Infrastructure | Software - Application |
| Market Cap | $2.22B | $46.77B |
| Revenue (TTM) | $419M | $3.43B |
| Net Income (TTM) | $35M | $108M |
| Gross Margin | 74.1% | 79.9% |
| Operating Margin | 7.9% | -1.3% |
| Forward P/E | 27.6x | 67.0x |
| Total Debt | $10M | $1.54B |
| Cash & Equiv. | $481M | $401M |
AVPT vs DDOG — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| AvePoint, Inc. (AVPT) | 100 | 104.9 | +4.9% |
| Datadog, Inc. (DDOG) | 100 | 201.6 | +101.6% |
Price return only. Dividends and distributions are not included.
Quick Verdict: AVPT vs DDOG
Each card shows where this stock fits in a portfolio — not just who wins on paper.
AVPT carries the broadest edge in this set and is the clearest fit for income & stability and sleep-well-at-night.
- beta 1.06
- Lower volatility, beta 1.06, Low D/E 2.1%, current ratio 2.28x
- Beta 1.06, current ratio 2.28x
DDOG is the clearest fit if your priority is growth exposure and long-term compounding.
- Rev growth 27.7%, EPS growth -41.2%, 3Y rev CAGR 26.9%
- 282.7% 10Y total return vs AVPT's 5.0%
- 27.7% revenue growth vs AVPT's 26.9%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 27.7% revenue growth vs AVPT's 26.9% | |
| Value | Lower P/E (27.6x vs 67.0x) | |
| Quality / Margins | 8.3% margin vs DDOG's 3.1% | |
| Stability / Safety | Beta 1.06 vs DDOG's 1.40, lower leverage | |
| Dividends | Tie | Neither stock pays a meaningful dividend |
| Momentum (1Y) | +35.5% vs AVPT's -39.5% | |
| Efficiency (ROA) | 4.9% ROA vs DDOG's 1.6%, ROIC 11.4% vs -0.8% |
AVPT vs DDOG — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
AVPT 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)
Evenly matched — AVPT and DDOG each lead in 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
DDOG is the larger business by revenue, generating $3.4B annually — 8.2x AVPT's $419M. AVPT is the more profitable business, keeping 8.3% of every revenue dollar as net income compared to DDOG's 3.1%.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $419M | $3.4B |
| EBITDAEarnings before interest/tax | $39M | $79M |
| Net IncomeAfter-tax profit | $35M | $108M |
| Free Cash FlowCash after capex | $80M | $1.0B |
| Gross MarginGross profit ÷ Revenue | +74.1% | +79.9% |
| Operating MarginEBIT ÷ Revenue | +7.9% | -1.3% |
| Net MarginNet income ÷ Revenue | +8.3% | +3.1% |
| FCF MarginFCF ÷ Revenue | +19.2% | +29.2% |
| Rev. Growth (YoY)Latest quarter vs prior year | +28.6% | +29.2% |
| EPS Growth (YoY)Latest quarter vs prior year | +173.5% | 0.0% |
Valuation Metrics
AVPT leads this category, winning 6 of 6 comparable metrics.
Valuation Metrics
At 68.5x trailing earnings, AVPT trades at a 86% valuation discount to DDOG's 479.0x P/E. On an enterprise value basis, AVPT's 44.5x EV/EBITDA is more attractive than DDOG's 612.9x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $2.2B | $46.8B |
| Enterprise ValueMkt cap + debt − cash | $1.7B | $47.9B |
| Trailing P/EPrice ÷ TTM EPS | 68.47x | 479.03x |
| Forward P/EPrice ÷ next-FY EPS est. | 27.61x | 66.99x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 44.52x | 612.92x |
| Price / SalesMarket cap ÷ Revenue | 5.29x | 13.65x |
| Price / BookPrice ÷ Book value/share | 4.92x | 14.00x |
| Price / FCFMarket cap ÷ FCF | 27.19x | 46.74x |
Profitability & Efficiency
AVPT leads this category, winning 8 of 8 comparable metrics.
Profitability & Efficiency
AVPT delivers a 8.0% return on equity — every $100 of shareholder capital generates $8 in annual profit, vs $3 for DDOG. AVPT carries lower financial leverage with a 0.02x debt-to-equity ratio, signaling a more conservative balance sheet compared to DDOG's 0.41x.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +8.0% | +2.9% |
| ROA (TTM)Return on assets | +4.9% | +1.6% |
| ROICReturn on invested capital | +11.4% | -0.8% |
| ROCEReturn on capital employed | +8.1% | -1.0% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 6 |
| Debt / EquityFinancial leverage | 0.02x | 0.41x |
| Net DebtTotal debt minus cash | -$471M | $1.1B |
| Cash & Equiv.Liquid assets | $481M | $401M |
| Total DebtShort + long-term debt | $10M | $1.5B |
| Interest CoverageEBIT ÷ Interest expense | 130.95x | 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 $10,108 for AVPT. Over the past 12 months, DDOG leads with a +35.5% total return vs AVPT's -39.5%. The 3-year compound annual growth rate (CAGR) favors AVPT at 32.3% vs DDOG's 22.3% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | -22.3% | +7.4% |
| 1-Year ReturnPast 12 months | -39.5% | +35.5% |
| 3-Year ReturnCumulative with dividends | +131.8% | +83.0% |
| 5-Year ReturnCumulative with dividends | +1.1% | +101.4% |
| 10-Year ReturnCumulative with dividends | +5.0% | +282.7% |
| CAGR (3Y)Annualised 3-year return | +32.3% | +22.3% |
Risk & Volatility
Evenly matched — AVPT and DDOG each lead in 1 of 2 comparable metrics.
Risk & Volatility
AVPT is the less volatile stock with a 1.06 beta — it tends to amplify market swings less than DDOG's 1.40 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 AVPT's 50.7% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.06x | 1.40x |
| 52-Week HighHighest price in past year | $20.25 | $201.69 |
| 52-Week LowLowest price in past year | $8.83 | $98.01 |
| % of 52W HighCurrent price vs 52-week peak | +50.7% | +71.3% |
| RSI (14)Momentum oscillator 0–100 | 60.0 | 69.6 |
| Avg Volume (50D)Average daily shares traded | 1.5M | 4.6M |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Wall Street rates AVPT as "Buy" and DDOG as "Buy". Consensus price targets imply 70.4% upside for AVPT (target: $18) vs 21.5% for DDOG (target: $175).
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $17.50 | $174.63 |
| # AnalystsCovering analysts | 12 | 47 |
| Dividend YieldAnnual dividend ÷ price | — | — |
| Dividend StreakConsecutive years of raises | — | — |
| Dividend / ShareAnnual DPS | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | +2.2% | 0.0% |
AVPT leads in 2 of 6 categories (Valuation Metrics, Profitability & Efficiency). DDOG leads in 1 (Total Returns). 2 tied.
AVPT vs DDOG: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is AVPT 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 26. 9% for AvePoint, Inc. (AVPT). AvePoint, Inc. (AVPT) offers the better valuation at 68. 5x trailing P/E (27. 6x forward), making it the more compelling value choice. Analysts rate AvePoint, Inc. (AVPT) a "Buy" — based on 12 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 — AVPT or DDOG?
On trailing P/E, AvePoint, Inc.
(AVPT) is the cheapest at 68. 5x versus Datadog, Inc. at 479. 0x. On forward P/E, AvePoint, Inc. is actually cheaper at 27. 6x.
03Which is the better long-term investment — AVPT or DDOG?
Over the past 5 years, Datadog, Inc.
(DDOG) delivered a total return of +101. 4%, compared to +1. 1% for AvePoint, Inc. (AVPT). Over 10 years, the gap is even starker: DDOG returned +282. 7% versus AVPT's +5. 0%. 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 — AVPT or DDOG?
By beta (market sensitivity over 5 years), AvePoint, Inc.
(AVPT) is the lower-risk stock at 1. 06β versus Datadog, Inc. 's 1. 40β — meaning DDOG is approximately 32% more volatile than AVPT relative to the S&P 500. On balance sheet safety, AvePoint, Inc. (AVPT) carries a lower debt/equity ratio of 2% versus 41% for Datadog, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — AVPT or DDOG?
By revenue growth (latest reported year), Datadog, Inc.
(DDOG) is pulling ahead at 27. 7% versus 26. 9% for AvePoint, Inc. (AVPT). On earnings-per-share growth, the picture is similar: AvePoint, Inc. grew EPS 193. 8% 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 — AVPT or DDOG?
AvePoint, Inc.
(AVPT) is the more profitable company, earning 8. 4% net margin versus 3. 1% for Datadog, Inc. — meaning it keeps 8. 4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: AVPT leads at 7. 9% versus -1. 3% for DDOG. 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 AVPT or DDOG more undervalued right now?
On forward earnings alone, AvePoint, Inc.
(AVPT) trades at 27. 6x forward P/E versus 67. 0x for Datadog, Inc. — 39. 4x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for AVPT: 70. 4% to $17. 50.
08Which pays a better dividend — AVPT 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 AVPT or DDOG better for a retirement portfolio?
For long-horizon retirement investors, AvePoint, Inc.
(AVPT) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1. 06)). Both have compounded well over 10 years (AVPT: +5. 0%, 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 AVPT 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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