DDOG
Datadog, Inc.
Software - Application
Market Cap$46.77B
5Y Perf.+101.6%
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Stock Comparison
DDOG vs NVDA
Revenue, margins, valuation, and 5-year total return — side by side.
NVDA
NVIDIA Corporation
Semiconductors
Market Cap$5.05T
5Y Perf.+2238.6%
DDOG vs NVDA — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | DDOG | NVDA |
|---|---|---|
| Industry | Software - Application | Semiconductors |
| Market Cap | $46.77B | $5.05T |
| Revenue (TTM) | $3.43B | $215.94B |
| Net Income (TTM) | $108M | $120.07B |
| Gross Margin | 79.9% | 71.1% |
| Operating Margin | -1.3% | 60.4% |
| Forward P/E | 67.0x | 25.1x |
| Total Debt | $1.54B | $11.41B |
| Cash & Equiv. | $401M | $10.61B |
DDOG vs NVDA — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
DDOG
NVDA
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Datadog, Inc. (DDOG) | 100 | 201.6 | +101.6% |
| NVIDIA Corporation (NVDA) | 100 | 2338.6 | +2238.6% |
Price return only. Dividends and distributions are not included.
Quick Verdict: DDOG vs NVDA
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: NVDA leads in 6 of 7 categories, making it the strongest pick for growth and revenue expansion and valuation and capital efficiency. Datadog, Inc. is the stronger pick specifically for capital preservation and lower volatility. As sector peers, any of these can serve as alternatives in the same allocation.
DDOG
Datadog, Inc.
The Income Pick
DDOG is the clearest fit if your priority is income & stability and sleep-well-at-night.
- beta 1.40
- Lower volatility, beta 1.40, Low D/E 41.1%, current ratio 3.38x
- Beta 1.40, current ratio 3.38x
Best for: income & stability and sleep-well-at-night
NVDA
NVIDIA Corporation
The Growth Play
NVDA carries the broadest edge in this set and is the clearest fit for growth exposure and long-term compounding.
- Rev growth 65.5%, EPS growth 66.7%, 3Y rev CAGR 100.0%
- 234.3% 10Y total return vs DDOG's 282.7%
- 65.5% revenue growth vs DDOG's 27.7%
Best for: growth exposure and long-term compounding
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | NVDA | 65.5% revenue growth vs DDOG's 27.7% |
| Value | NVDA | Lower P/E (25.1x vs 67.0x) |
| Quality / Margins | NVDA | 55.6% margin vs DDOG's 3.1% |
| Stability / Safety | DDOG | Beta 1.40 vs NVDA's 1.73 |
| Dividends | NVDA | 0.0% yield; 2-year raise streak; the other pay no meaningful dividend |
| Momentum (1Y) | NVDA | +82.9% vs DDOG's +35.5% |
| Efficiency (ROA) | NVDA | 58.1% ROA vs DDOG's 1.6%, ROIC 81.8% vs -0.8% |
DDOG vs NVDA — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
FY 2026
DDOG vs NVDA — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLNVDALAGGINGDDOG
DDOGDatadog, Inc.
0leads
NVDANVIDIA Corporation
3leads
6 Total Categories
CATEGORYLEADERvs DDOGMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
NVDA5/6
Valuation MetricsMultiples, price ratios, and targets
Tied
—
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
NVDA7/9
Total Returns1Y, 3Y, 5Y total returns with dividends
NVDA6/6
Risk & VolatilityBeta, volatility, and downside exposure
Tied
—
Analyst OutlookRatings, price targets, and dividends
—
—
Income & Cash Flow (Last 12 Months)
NVDA leads this category, winning 5 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
NVDA is the larger business by revenue, generating $215.9B annually — 63.0x DDOG's $3.4B. NVDA is the more profitable business, keeping 55.6% of every revenue dollar as net income compared to DDOG's 3.1%. On growth, NVDA holds the edge at +73.2% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | DDOGDatadog, Inc. | NVDANVIDIA Corporation |
|---|---|---|
| RevenueTrailing 12 months | $3.4B | $215.9B |
| EBITDAEarnings before interest/tax | $79M | $133.2B |
| Net IncomeAfter-tax profit | $108M | $120.1B |
| Free Cash FlowCash after capex | $1.0B | $96.7B |
| Gross MarginGross profit ÷ Revenue | +79.9% | +71.1% |
| Operating MarginEBIT ÷ Revenue | -1.3% | +60.4% |
| Net MarginNet income ÷ Revenue | +3.1% | +55.6% |
| FCF MarginFCF ÷ Revenue | +29.2% | +44.8% |
| Rev. Growth (YoY)Latest quarter vs prior year | +29.2% | +73.2% |
| EPS Growth (YoY)Latest quarter vs prior year | 0.0% | +97.8% |
NVDA leads this category, winning 5 of 6 comparable metrics.
Valuation Metrics
Evenly matched — DDOG and NVDA each lead in 3 of 6 comparable metrics.
Valuation Metrics
At 42.4x trailing earnings, NVDA trades at a 91% valuation discount to DDOG's 479.0x P/E. On an enterprise value basis, NVDA's 37.9x EV/EBITDA is more attractive than DDOG's 612.9x.
| Metric | DDOGDatadog, Inc. | NVDANVIDIA Corporation |
|---|---|---|
| Market CapShares × price | $46.8B | $5.05T |
| Enterprise ValueMkt cap + debt − cash | $47.9B | $5.05T |
| Trailing P/EPrice ÷ TTM EPS | 479.03x | 42.38x |
| Forward P/EPrice ÷ next-FY EPS est. | 66.99x | 25.09x |
| PEG RatioP/E ÷ EPS growth rate | — | 0.44x |
| EV / EBITDAEnterprise value multiple | 612.92x | 37.89x |
| Price / SalesMarket cap ÷ Revenue | 13.65x | 23.37x |
| Price / BookPrice ÷ Book value/share | 14.00x | 32.26x |
| Price / FCFMarket cap ÷ FCF | 46.74x | 52.21x |
Evenly matched — DDOG and NVDA each lead in 3 of 6 comparable metrics.
Profitability & Efficiency
NVDA leads this category, winning 7 of 9 comparable metrics.
Profitability & Efficiency
NVDA delivers a 76.3% return on equity — every $100 of shareholder capital generates $76 in annual profit, vs $3 for DDOG. NVDA carries lower financial leverage with a 0.07x 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 NVDA's 4/9, reflecting solid financial health.
| Metric | DDOGDatadog, Inc. | NVDANVIDIA Corporation |
|---|---|---|
| ROE (TTM)Return on equity | +2.9% | +76.3% |
| ROA (TTM)Return on assets | +1.6% | +58.1% |
| ROICReturn on invested capital | -0.8% | +81.8% |
| ROCEReturn on capital employed | -1.0% | +97.2% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 4 |
| Debt / EquityFinancial leverage | 0.41x | 0.07x |
| Net DebtTotal debt minus cash | $1.1B | $807M |
| Cash & Equiv.Liquid assets | $401M | $10.6B |
| Total DebtShort + long-term debt | $1.5B | $11.4B |
| Interest CoverageEBIT ÷ Interest expense | 4.47x | 545.03x |
NVDA leads this category, winning 7 of 9 comparable metrics.
Total Returns (Dividends Reinvested)
NVDA leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in NVDA five years ago would be worth $143,108 today (with dividends reinvested), compared to $20,139 for DDOG. Over the past 12 months, NVDA leads with a +82.9% total return vs DDOG's +35.5%. The 3-year compound annual growth rate (CAGR) favors NVDA at 92.4% vs DDOG's 22.3% — a key indicator of consistent wealth creation.
| Metric | DDOGDatadog, Inc. | NVDANVIDIA Corporation |
|---|---|---|
| YTD ReturnYear-to-date | +7.4% | +10.0% |
| 1-Year ReturnPast 12 months | +35.5% | +82.9% |
| 3-Year ReturnCumulative with dividends | +83.0% | +612.7% |
| 5-Year ReturnCumulative with dividends | +101.4% | +1331.1% |
| 10-Year ReturnCumulative with dividends | +282.7% | +23433.1% |
| CAGR (3Y)Annualised 3-year return | +22.3% | +92.4% |
NVDA leads this category, winning 6 of 6 comparable metrics.
Risk & Volatility
Evenly matched — DDOG and NVDA each lead in 1 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 NVDA's 1.73 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. NVDA currently trades 95.8% from its 52-week high vs DDOG's 71.3% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | DDOGDatadog, Inc. | NVDANVIDIA Corporation |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.40x | 1.73x |
| 52-Week HighHighest price in past year | $201.69 | $216.80 |
| 52-Week LowLowest price in past year | $98.01 | $110.82 |
| % of 52W HighCurrent price vs 52-week peak | +71.3% | +95.8% |
| RSI (14)Momentum oscillator 0–100 | 69.6 | 50.8 |
| Avg Volume (50D)Average daily shares traded | 4.6M | 166.2M |
Evenly matched — DDOG and NVDA each lead in 1 of 2 comparable metrics.
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Wall Street rates DDOG as "Buy" and NVDA as "Buy". Consensus price targets imply 34.3% upside for NVDA (target: $279) vs 21.5% for DDOG (target: $175).
| Metric | DDOGDatadog, Inc. | NVDANVIDIA Corporation |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $174.63 | $278.83 |
| # AnalystsCovering analysts | 47 | 79 |
| Dividend YieldAnnual dividend ÷ price | — | +0.0% |
| Dividend StreakConsecutive years of raises | — | 2 |
| Dividend / ShareAnnual DPS | — | $0.04 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +0.8% |
Insufficient data to determine a leader in this category.
Key Takeaway
NVDA leads in 3 of 6 categories — strongest in Income & Cash Flow and Profitability & Efficiency. 2 categories are tied.
Best OverallNVIDIA Corporation (NVDA)Leads 3 of 6 categories
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DDOG vs NVDA: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is DDOG or NVDA a better buy right now?
For growth investors, NVIDIA Corporation (NVDA) is the stronger pick with 65.
5% revenue growth year-over-year, versus 27. 7% for Datadog, Inc. (DDOG). NVIDIA Corporation (NVDA) offers the better valuation at 42. 4x trailing P/E (25. 1x forward), making it the more compelling value choice. Analysts rate Datadog, Inc. (DDOG) a "Buy" — based on 47 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 — DDOG or NVDA?
On trailing P/E, NVIDIA Corporation (NVDA) is the cheapest at 42.
4x versus Datadog, Inc. at 479. 0x. On forward P/E, NVIDIA Corporation is actually cheaper at 25. 1x.
03Which is the better long-term investment — DDOG or NVDA?
Over the past 5 years, NVIDIA Corporation (NVDA) delivered a total return of +1331%, compared to +101.
4% for Datadog, Inc. (DDOG). Over 10 years, the gap is even starker: NVDA returned +234. 3% 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 — DDOG or NVDA?
By beta (market sensitivity over 5 years), Datadog, Inc.
(DDOG) is the lower-risk stock at 1. 40β versus NVIDIA Corporation's 1. 73β — meaning NVDA is approximately 23% more volatile than DDOG relative to the S&P 500. On balance sheet safety, NVIDIA Corporation (NVDA) carries a lower debt/equity ratio of 7% versus 41% for Datadog, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — DDOG or NVDA?
By revenue growth (latest reported year), NVIDIA Corporation (NVDA) is pulling ahead at 65.
5% versus 27. 7% for Datadog, Inc. (DDOG). On earnings-per-share growth, the picture is similar: NVIDIA Corporation grew EPS 66. 7% year-over-year, compared to -41. 2% for Datadog, Inc.. Over a 3-year CAGR, NVDA leads at 100. 0% 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 — DDOG or NVDA?
NVIDIA Corporation (NVDA) is the more profitable company, earning 55.
6% net margin versus 3. 1% for Datadog, Inc. — meaning it keeps 55. 6% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: NVDA leads at 60. 4% 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 DDOG or NVDA more undervalued right now?
On forward earnings alone, NVIDIA Corporation (NVDA) trades at 25.
1x forward P/E versus 67. 0x for Datadog, Inc. — 41. 9x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for NVDA: 34. 3% to $278. 83.
08Which pays a better dividend — DDOG or NVDA?
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 DDOG or NVDA better for a retirement portfolio?
For long-horizon retirement investors, Datadog, Inc.
(DDOG) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (+282. 7% 10Y return). NVIDIA Corporation (NVDA) carries a higher beta of 1. 73 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (DDOG: +282. 7%, NVDA: +234. 3%), 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 DDOG and NVDA?
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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Revenue Growth>
%
(DDOG: 29.2% · NVDA: 73.2%)Net Margin>
%
(DDOG: 3.1% · NVDA: 55.6%)P/E Ratio<
x
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