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5 / 10Stock Comparison
GTLB vs ESTC vs MSFT vs DDOG vs GOOGL
Revenue, margins, valuation, and 5-year total return — side by side.
Software - Application
Software - Infrastructure
Software - Application
Internet Content & Information
GTLB vs ESTC vs MSFT vs DDOG vs GOOGL — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | |||||
|---|---|---|---|---|---|
| Industry | Software - Application | Software - Application | Software - Infrastructure | Software - Application | Internet Content & Information |
| Market Cap | $4.30B | $5.45B | $3.13T | $67.18B | $4.81T |
| Revenue (TTM) | $957M | $1.68B | $318.27B | $3.67B | $422.57B |
| Net Income (TTM) | $-56M | $-85M | $125.22B | $136M | $160.21B |
| Gross Margin | 87.5% | 76.0% | 68.3% | 79.9% | 60.4% |
| Operating Margin | -12.2% | -1.7% | 46.8% | -0.7% | 32.7% |
| Forward P/E | 32.2x | 20.4x | 25.3x | 88.0x | 29.6x |
| Total Debt | $0.00 | $595M | $112.18B | $1.54B | $59.29B |
| Cash & Equiv. | $230M | $728M | $30.24B | $401M | $30.71B |
GTLB vs ESTC vs MSFT vs DDOG vs GOOGL — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Oct 21 | May 26 | Return |
|---|---|---|---|
| GitLab Inc. (GTLB) | 100 | 23.1 | -76.9% |
| Elastic N.V. (ESTC) | 100 | 29.8 | -70.2% |
| Microsoft Corporati… (MSFT) | 100 | 126.9 | +26.9% |
| Datadog, Inc. (DDOG) | 100 | 113.0 | +13.0% |
| Alphabet Inc. (GOOGL) | 100 | 268.8 | +168.8% |
Price return only. Dividends and distributions are not included.
Quick Verdict: GTLB vs ESTC vs MSFT vs DDOG vs GOOGL
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Among these 5 stocks, GTLB doesn't own a clear edge in any measured category.
ESTC ranks third and is worth considering specifically for value.
- Lower P/E (20.4x vs 88.0x)
MSFT carries the broadest edge in this set and is the clearest fit for income & stability and sleep-well-at-night.
- Dividend streak 19 yrs, beta 0.89, yield 0.8%
- Lower volatility, beta 0.89, Low D/E 32.7%, current ratio 1.35x
- Beta 0.89, yield 0.8%, current ratio 1.35x
- 39.3% margin vs GTLB's -5.8%
DDOG is the clearest fit if your priority is growth exposure.
- Rev growth 27.7%, EPS growth -41.2%, 3Y rev CAGR 26.9%
- 27.7% revenue growth vs MSFT's 14.9%
GOOGL is the #2 pick in this set and the best alternative if long-term compounding and valuation efficiency is your priority.
- 10.0% 10Y total return vs MSFT's 7.9%
- PEG 0.99 vs MSFT's 1.35
- +163.5% vs GTLB's -44.9%
- 27.4% ROA vs GTLB's -3.6%, ROIC 25.1% vs -12.5%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 27.7% revenue growth vs MSFT's 14.9% | |
| Value | Lower P/E (20.4x vs 88.0x) | |
| Quality / Margins | 39.3% margin vs GTLB's -5.8% | |
| Stability / Safety | Beta 0.89 vs DDOG's 1.40, lower leverage | |
| Dividends | 0.8% yield, 19-year raise streak, vs GOOGL's 0.2%, (3 stocks pay no dividend) | |
| Momentum (1Y) | +163.5% vs GTLB's -44.9% | |
| Efficiency (ROA) | 27.4% ROA vs GTLB's -3.6%, ROIC 25.1% vs -12.5% |
GTLB vs ESTC vs MSFT vs DDOG vs GOOGL — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
GTLB vs ESTC vs MSFT vs DDOG vs GOOGL — Financial Metrics
Side-by-side numbers across 5 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
GOOGL leads in 2 of 6 categories
GTLB leads 1 • MSFT leads 1 • ESTC leads 0 • DDOG leads 0 • 2 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
Evenly matched — MSFT and DDOG each lead in 2 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
GOOGL is the larger business by revenue, generating $422.6B annually — 441.6x GTLB's $957M. MSFT is the more profitable business, keeping 39.3% of every revenue dollar as net income compared to GTLB's -5.8%. On growth, DDOG holds the edge at +32.2% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | |||||
|---|---|---|---|---|---|
| RevenueTrailing 12 months | $957M | $1.7B | $318.3B | $3.7B | $422.6B |
| EBITDAEarnings before interest/tax | -$104M | -$27M | $192.6B | $73M | $161.3B |
| Net IncomeAfter-tax profit | -$56M | -$85M | $125.2B | $136M | $160.2B |
| Free Cash FlowCash after capex | $222M | $257M | $72.9B | $1.1B | $73.3B |
| Gross MarginGross profit ÷ Revenue | +87.5% | +76.0% | +68.3% | +79.9% | +60.4% |
| Operating MarginEBIT ÷ Revenue | -12.2% | -1.7% | +46.8% | -0.7% | +32.7% |
| Net MarginNet income ÷ Revenue | -5.8% | -5.0% | +39.3% | +3.7% | +37.9% |
| FCF MarginFCF ÷ Revenue | +23.2% | +15.3% | +22.9% | +29.4% | +17.3% |
| Rev. Growth (YoY)Latest quarter vs prior year | +23.9% | +17.7% | +18.3% | +32.2% | +21.8% |
| EPS Growth (YoY)Latest quarter vs prior year | -133.3% | +143.8% | +23.4% | +120.9% | +81.9% |
Valuation Metrics
GTLB leads this category, winning 3 of 7 comparable metrics.
Valuation Metrics
At 30.9x trailing earnings, MSFT trades at a 95% valuation discount to DDOG's 629.1x P/E. Adjusting for growth (PEG ratio), GOOGL offers better value at 1.23x vs MSFT's 1.64x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | |||||
|---|---|---|---|---|---|
| Market CapShares × price | $4.3B | $5.4B | $3.13T | $67.2B | $4.81T |
| Enterprise ValueMkt cap + debt − cash | $4.1B | $5.3B | $3.21T | $68.3B | $4.84T |
| Trailing P/EPrice ÷ TTM EPS | -74.06x | -49.63x | 30.86x | 629.10x | 36.82x |
| Forward P/EPrice ÷ next-FY EPS est. | 32.24x | 20.44x | 25.34x | 87.97x | 29.61x |
| PEG RatioP/E ÷ EPS growth rate | — | — | 1.64x | — | 1.23x |
| EV / EBITDAEnterprise value multiple | — | — | 19.72x | 874.03x | 32.22x |
| Price / SalesMarket cap ÷ Revenue | 4.49x | 3.67x | 11.10x | 19.60x | 11.95x |
| Price / BookPrice ÷ Book value/share | 4.15x | 5.77x | 9.15x | 18.38x | 11.72x |
| Price / FCFMarket cap ÷ FCF | 19.36x | 20.81x | 43.66x | 67.14x | 65.72x |
Profitability & Efficiency
GOOGL leads this category, winning 7 of 9 comparable metrics.
Profitability & Efficiency
GOOGL delivers a 39.0% return on equity — every $100 of shareholder capital generates $39 in annual profit, vs $-11 for ESTC. GOOGL carries lower financial leverage with a 0.14x debt-to-equity ratio, signaling a more conservative balance sheet compared to ESTC's 0.64x. On the Piotroski fundamental quality scale (0–9), ESTC scores 7/9 vs GTLB's 4/9, reflecting strong financial health.
| Metric | |||||
|---|---|---|---|---|---|
| ROE (TTM)Return on equity | -5.9% | -10.7% | +33.1% | +3.8% | +39.0% |
| ROA (TTM)Return on assets | -3.6% | -3.5% | +19.2% | +2.1% | +27.4% |
| ROICReturn on invested capital | -12.5% | -5.2% | +24.9% | -0.8% | +25.1% |
| ROCEReturn on capital employed | -12.1% | -3.7% | +29.7% | -1.0% | +30.3% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 7 | 6 | 6 | 7 |
| Debt / EquityFinancial leverage | — | 0.64x | 0.33x | 0.41x | 0.14x |
| Net DebtTotal debt minus cash | -$230M | -$133M | $81.9B | $1.1B | $28.6B |
| Cash & Equiv.Liquid assets | $230M | $728M | $30.2B | $401M | $30.7B |
| Total DebtShort + long-term debt | $0 | $595M | $112.2B | $1.5B | $59.3B |
| Interest CoverageEBIT ÷ Interest expense | — | -2.17x | 55.65x | 4.03x | 392.15x |
Total Returns (Dividends Reinvested)
GOOGL leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in GOOGL five years ago would be worth $33,982 today (with dividends reinvested), compared to $2,495 for GTLB. Over the past 12 months, GOOGL leads with a +163.5% total return vs GTLB's -44.9%. The 3-year compound annual growth rate (CAGR) favors GOOGL at 54.8% vs GTLB's -5.0% — a key indicator of consistent wealth creation.
| Metric | |||||
|---|---|---|---|---|---|
| YTD ReturnYear-to-date | -28.4% | -28.9% | -10.8% | +41.1% | +26.4% |
| 1-Year ReturnPast 12 months | -44.9% | -38.9% | -2.1% | +78.0% | +163.5% |
| 3-Year ReturnCumulative with dividends | -14.2% | -10.2% | +39.5% | +140.3% | +270.8% |
| 5-Year ReturnCumulative with dividends | -75.1% | -52.3% | +72.5% | +144.2% | +239.8% |
| 10-Year ReturnCumulative with dividends | -75.1% | -26.3% | +787.7% | +402.6% | +996.1% |
| CAGR (3Y)Annualised 3-year return | -5.0% | -3.5% | +11.7% | +33.9% | +54.8% |
Risk & Volatility
Evenly matched — MSFT and GOOGL each lead in 1 of 2 comparable metrics.
Risk & Volatility
MSFT is the less volatile stock with a 0.89 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. GOOGL currently trades 99.5% from its 52-week high vs GTLB's 47.9% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | |||||
|---|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.21x | 1.08x | 0.89x | 1.40x | 1.26x |
| 52-Week HighHighest price in past year | $54.08 | $96.07 | $555.45 | $201.69 | $400.10 |
| 52-Week LowLowest price in past year | $18.74 | $42.05 | $356.28 | $98.01 | $147.84 |
| % of 52W HighCurrent price vs 52-week peak | +47.9% | +53.7% | +75.8% | +93.6% | +99.5% |
| RSI (14)Momentum oscillator 0–100 | 59.3 | 50.4 | 54.0 | 66.5 | 83.4 |
| Avg Volume (50D)Average daily shares traded | 6.4M | 1.9M | 32.5M | 5.0M | 28.3M |
Analyst Outlook
MSFT leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: GTLB as "Buy", ESTC as "Buy", MSFT as "Buy", DDOG as "Buy", GOOGL as "Buy". Consensus price targets imply 63.5% upside for ESTC (target: $84) vs -7.5% for DDOG (target: $175). For income investors, MSFT offers the higher dividend yield at 0.77% vs GOOGL's 0.21%.
| Metric | |||||
|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy | Buy | Buy | Buy |
| Price TargetConsensus 12-month target | $36.13 | $84.38 | $551.75 | $174.63 | $406.28 |
| # AnalystsCovering analysts | 30 | 34 | 81 | 47 | 82 |
| Dividend YieldAnnual dividend ÷ price | — | — | +0.8% | — | +0.2% |
| Dividend StreakConsecutive years of raises | — | — | 19 | — | 2 |
| Dividend / ShareAnnual DPS | — | — | $3.23 | — | $0.82 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.3% | 0.0% | +0.6% | 0.0% | +0.9% |
GOOGL leads in 2 of 6 categories (Profitability & Efficiency, Total Returns). GTLB leads in 1 (Valuation Metrics). 2 tied.
GTLB vs ESTC vs MSFT vs DDOG vs GOOGL: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is GTLB or ESTC or MSFT or DDOG or GOOGL a better buy right now?
For growth investors, Datadog, Inc.
(DDOG) is the stronger pick with 27. 7% revenue growth year-over-year, versus 14. 9% for Microsoft Corporation (MSFT). Microsoft Corporation (MSFT) offers the better valuation at 30. 9x trailing P/E (25. 3x forward), making it the more compelling value choice. Analysts rate GitLab Inc. (GTLB) a "Buy" — based on 30 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 — GTLB or ESTC or MSFT or DDOG or GOOGL?
On trailing P/E, Microsoft Corporation (MSFT) is the cheapest at 30.
9x versus Datadog, Inc. at 629. 1x. On forward P/E, Elastic N. V. is actually cheaper at 20. 4x — notably different from the trailing picture, reflecting expected earnings growth. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Alphabet Inc. wins at 0. 99x versus Microsoft Corporation's 1. 35x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — GTLB or ESTC or MSFT or DDOG or GOOGL?
Over the past 5 years, Alphabet Inc.
(GOOGL) delivered a total return of +239. 8%, compared to -75. 1% for GitLab Inc. (GTLB). Over 10 years, the gap is even starker: GOOGL returned +996. 1% versus GTLB's -75. 1%. 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 — GTLB or ESTC or MSFT or DDOG or GOOGL?
By beta (market sensitivity over 5 years), Microsoft Corporation (MSFT) is the lower-risk stock at 0.
89β versus Datadog, Inc. 's 1. 40β — meaning DDOG is approximately 58% more volatile than MSFT relative to the S&P 500. On balance sheet safety, Alphabet Inc. (GOOGL) carries a lower debt/equity ratio of 14% versus 64% for Elastic N. V. — giving it more financial flexibility in a downturn.
05Which is growing faster — GTLB or ESTC or MSFT or DDOG or GOOGL?
By revenue growth (latest reported year), Datadog, Inc.
(DDOG) is pulling ahead at 27. 7% versus 14. 9% for Microsoft Corporation (MSFT). On earnings-per-share growth, the picture is similar: Alphabet Inc. grew EPS 34. 5% year-over-year, compared to -775. 0% for GitLab Inc.. Over a 3-year CAGR, GTLB leads at 31. 1% 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 — GTLB or ESTC or MSFT or DDOG or GOOGL?
Microsoft Corporation (MSFT) is the more profitable company, earning 36.
1% net margin versus -7. 3% for Elastic N. V. — meaning it keeps 36. 1% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: MSFT leads at 45. 6% versus -12. 2% for GTLB. At the gross margin level — before operating expenses — GTLB leads at 87. 5%, 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 GTLB or ESTC or MSFT or DDOG or GOOGL more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.
By this metric, Alphabet Inc. (GOOGL) is the more undervalued stock at a PEG of 0. 99x versus Microsoft Corporation's 1. 35x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Elastic N. V. (ESTC) trades at 20. 4x forward P/E versus 88. 0x for Datadog, Inc. — 67. 5x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for ESTC: 63. 5% to $84. 38.
08Which pays a better dividend — GTLB or ESTC or MSFT or DDOG or GOOGL?
In this comparison, MSFT (0.
8% yield), GOOGL (0. 2% yield) pay a dividend. GTLB, ESTC, DDOG do not pay a meaningful dividend and should not be held primarily for income.
09Is GTLB or ESTC or MSFT or DDOG or GOOGL better for a retirement portfolio?
For long-horizon retirement investors, Microsoft Corporation (MSFT) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.
89), 0. 8% yield, +787. 7% 10Y return). Both have compounded well over 10 years (MSFT: +787. 7%, GTLB: -75. 1%), 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 GTLB and ESTC and MSFT and DDOG and GOOGL?
These companies operate in different sectors (GTLB (Technology) and ESTC (Technology) and MSFT (Technology) and DDOG (Technology) and GOOGL (Communication Services)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: GTLB is a small-cap high-growth stock; ESTC is a small-cap high-growth stock; MSFT is a mega-cap quality compounder stock; DDOG is a mid-cap high-growth stock; GOOGL is a mega-cap high-growth stock. MSFT pays a dividend while GTLB, ESTC, DDOG, GOOGL do not, making them suitable for different income and tax situations. 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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