Datadog trades at 11.9x EV/NTM revenue on a $57.8B enterprise value. Revenue grew 35.2% year over year to $1.2B in the quarter ending September 2026, an annual run rate of $4.79B. Datadog reports net dollar retention of 120%, a 80.2% gross margin, and 13.3-month CAC payback.
| Annual Run Rate ($) | Revenue Growth | Gross Margin | Net Dollar Retention | LTM CAC Payback Period (months) | Rule of 40 (LTM FCF) | |
|---|---|---|---|---|---|---|
|
Best-in-class
90th Percentile |
13,905.6 |
82% |
84% |
130% |
6.8 |
92% |
|
Great
75th Percentile |
5,487.5 |
50% |
✓
77% |
125% |
✓
13.26 |
70% |
|
Average
50th Percentile |
✓
1,709.0 |
38% |
69% |
✓
120% |
21.76 |
✓
57% |
|
Below Average
25th Percentile |
911.5 |
✓
35% |
62% |
117% |
26.32 |
49% |
|
✓
Datadog |
4,788 |
35% |
80% |
120% |
13.26 |
61% |
How fast is Datadog growing?
Datadog grew revenue 35.2% year over year, reaching $1.2B in the quarter ending September 2026.
What multiple does Datadog trade at?
Datadog trades at 11.9x EV/NTM revenue and 12.1x EV/run-rate, on an enterprise value of $57.8B.
Is Datadog profitable?
For Datadog, operating income was $74.7M last quarter and LTM free cash flow margin is 25.9%.
What is Datadog's net dollar retention?
Datadog reports net dollar retention of 120%, measuring revenue expansion within its existing customer base.
How long does it take Datadog to pay back CAC?
Datadog recovers customer acquisition cost in about 13.3 months.
What sector is Datadog in?
Public Comps classifies Datadog under Infrastructure Software, DevOps/Dev Tools, Observability, B2B SaaS, PLG, Data & Analytics, and High Growth SaaS.
Where does Public Comps get Datadog's data?
Figures come from Datadog's own SEC filings, normalised into a consistent quarterly format and refreshed after each earnings release.