Both in Packaged Software
Datadog vs Cloudflare
Over the past year DDOG returned +45.2% and NET returned +13.1%; their daily moves had a correlation of 0.49.
DDOG +45.2% NET +13.1%Growth of $1, one year, split-adjusted
| Metric | DDOG | NET |
|---|---|---|
| Price | $235.27 | $280.70 |
| Market cap | $84.48B | $99.95B |
| Today | −11.50% | −9.54% |
| 1 month | −14.9% | −20.0% |
| 6 months | +67.4% | +29.1% |
| Year to date | +73.0% | +42.4% |
| 1 year | +50.8% | +23.4% |
| Revenue growth (YoY) | +35.6% | +35.9% |
| Gross margin | 78.6% | 71.8% |
| Net margin | 4.0% | −24.4% |
| P/E (TTM) | 475.7× | — |
| Price / sales | 21.3× | 39.8× |
| Net cash | $4.00B | $892.5M |
| Dividend yield | — | — |
| Volatility (60d) | 64.2% | 64.3% |
| Short % of float | 3.0% | 2.5% |
| Next earnings | — | — |
Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).