DDOG Datadog
Intrinsic value$0.00
Price (at call)$221.21
Margin of safety
-100.0%
vs market (rating basis)
-78.5%
Model unavailable; showing baseline valuation.
⚠ LLM error: empty response; using baseline
The story
Value drivers
| Revenue growth (Y1) | 26.9% |
| Terminal growth | 3.5% |
| Forecast horizon | 10y |
| Target operating margin | 5.4% |
| Years to target margin | 5 |
| Sales-to-capital | 0.84 |
| Beta | 1.49 |
| Failure probability | 0.0% |
| Cost of capital (WACC) | 11.6% |
| Terminal WACC | 9.4% |
Valuation bridge
| PV of explicit FCFF | -5.89B |
| PV of terminal value | 2.67B |
| Equity value | 0 |
| ÷ shares → per share | $0.00 |
News
score · 8 articles
- French AI boom exposes Europe’s funding gap as startups turn to U.S.
- Datadog Conference: CEO Says AI and Enterprise Growth Are Accelerating
- Datadog Eyes AI-Powered Predictive Monitoring as Enterprise Cloud Demand Grows
- AI Agents Create Their Own Monitoring Problem. Datadog and Dynatrace Are Racing to Own It
- Wedbush Names CrowdStrike and Palo Alto Networks AI Cybersecurity Winners
- Fastly Jumps 7%: Is This an Oversold Bounce or the Start of a Run?
- Palantir Stock Leads August Rally -- Nvidia, Salesforce and Super Micro Jump
- Is Datadog (DDOG) Undervalued As Its Pullback Tests A Rich Valuation?
Projected free cash flow to the firm
| Yr | Revenue | Growth | Margin | NOPAT | Reinvest | FCFF | PV |
|---|---|---|---|---|---|---|---|
| 1 | 5.04B | 26.9% | 5.4% | 228.94M | 1.27B | -1.04B | -933.60M |
| 2 | 6.26B | 24.3% | 5.4% | 284.67M | 1.46B | -1.17B | -941.54M |
| 3 | 7.62B | 21.7% | 5.4% | 346.55M | 1.62B | -1.27B | -914.85M |
| 4 | 9.08B | 19.1% | 5.4% | 412.86M | 1.73B | -1.32B | -851.56M |
| 5 | 10.58B | 16.5% | 5.4% | 481.10M | 1.78B | -1.30B | -752.76M |
| 6 | 12.06B | 13.9% | 5.4% | 548.07M | 1.75B | -1.20B | -622.83M |
| 7 | 13.42B | 11.3% | 5.4% | 610.10M | 1.62B | -1.01B | -469.22M |
| 8 | 14.59B | 8.7% | 5.4% | 663.24M | 1.39B | -726.46M | -301.89M |
| 9 | 15.48B | 6.1% | 5.4% | 703.74M | 1.06B | -355.15M | -132.24M |
| 10 | 16.02B | 3.5% | 5.4% | 728.37M | 644.07M | 84.30M | 28.13M |
⚠ intrinsic value floored at 0 — the drivers imply the equity claim is worth less than the debt ahead of it · Extreme gap to market price — large, heavily-covered stocks are rarely mispriced this much; the gap likely embeds disruption, decline, or balance-sheet risk the model underweights. Treat as a flag to investigate, not a verdict.