Company Valuation: Datadog, Inc.

Data adjusted to current consolidation scope
Fiscal Period: December 2021 2022 2023 2024 2025 2026 2027 2028
Market Cap 1 55,573 23,341 39,880 48,543 47,688 76,458 - -
Change - -58% 70.86% 21.72% -1.76% 60.33% - -
Enterprise Value (EV) 1 54,754 22,192 38,039 45,967 44,196 71,989 70,552 68,392
Change - -59.47% 71.41% 20.84% -3.85% 62.88% -2% -3.06%
P/E -2,544x -459x 867x 275x 439x 377x 262x 157x
PBR 53.6x 21.8x 19.9x 17.7x 12.7x 16x 12.7x 10x
PEG - -4x -5x 1x -10.9x 4.6x 5.9x 2.4x
Capitalization / Revenue 54x 13.9x 18.7x 18.1x 13.9x 17.1x 14x 11.3x
EV / Revenue 53.2x 13.2x 17.9x 17.1x 12.9x 16.1x 12.9x 10.1x
EV / EBITDA 291x 61.5x 71.1x 63x 53.6x 63.6x 49.3x 35.6x
EV / EBIT 332x 68x 77.6x 68.2x 57.5x 70.1x 54.8x 40.9x
EV / FCF 219x 57.9x 63.7x 59.3x 48.3x 61x 47.1x 34.2x
FCF Yield 0.46% 1.73% 1.57% 1.69% 2.07% 1.64% 2.12% 2.93%
Dividend per Share 2 - - - - - - - -
Rate of return - - - - - - - -
EPS 2 -0.07 -0.16 0.14 0.52 0.31 0.5641 0.8126 1.355
Distribution rate - - - - - - - -
Net sales 1 1,029 1,675 2,128 2,684 3,427 4,472 5,470 6,753
EBITDA 1 188 360.9 534.7 729.1 823.8 1,131 1,430 1,920
EBIT 1 165.1 326.3 490.2 674.2 768 1,026 1,287 1,672
Net income 1 -20.74 -50.16 48.57 183.7 107.7 202 304.3 524.4
Net Debt 1 -819 -1,149 -1,841 -2,576 -3,491 -4,469 -5,905 -8,066
Reference price 2 178.11 73.50 121.38 142.89 135.99 212.93 212.93 212.93
Nbr of stocks (in thousands) 312,016 317,560 328,554 339,723 350,671 359,075 - -
Announcement Date 2/10/22 2/16/23 2/13/24 2/13/25 2/10/26 - - -
1USD in Million2USD
Estimates

P/E, Detailed evolution



P/E (Y) EV / Sales (Y) EV / EBITDA (Y) Dividend Yield (Y) Capi.($)
25.38x9.37x15.27x0.78% 3,711B
115.09x49.69x80.66x-.--% 419B
60.91x12.87x27.14x-.--% 80.61B
377.46x16.1x63.63x-.--% 76.46B
99.15x8.46x21.44x-.--% 75.47B
37.81x1.89x15.09x-.--% 68.65B
191.6x6.11x23.61x-.--% 47.99B
112.02x4.6x22.35x-.--% 40.14B
27.12x5.59x26.85x-.--% 35.78B
Average 116.28x 12.74x 32.89x 0.09% 506.06B
Weighted average by Cap. 44.11x 13.02x 22.65x 0.64%

Y-o-Y evolution of P/E

Historical PBR trend

Evolution Enterprise Value / Sales

Change in Enterprise Value/EBITDA



Year-on-year evolution of the Yield