Both in Packaged Software
Datadog vs Block
Over the past year DDOG returned +19.8% and XYZ returned +20.7%; their daily moves had a correlation of 0.16.
DDOG +19.8% XYZ +20.7%Growth of $1, one year, split-adjusted
| Metric | DDOG | XYZ |
|---|---|---|
| Price | $188.72 | $87.63 |
| Market cap | $67.76B | $52.65B |
| Today | −14.42% | +15.30% |
| 1 month | −32.2% | +14.5% |
| 6 months | +31.3% | +23.7% |
| Year to date | +38.8% | +34.6% |
| 1 year | +16.4% | +17.9% |
| Revenue growth (YoY) | +35.6% | +9.3% |
| Gross margin | 78.6% | 47.8% |
| Net margin | 4.0% | 1.3% |
| P/E (TTM) | 381.6× | 147.4× |
| Price / sales | 17.1× | 2.1× |
| Net cash | $4.00B | $3.29B |
| Dividend yield | — | — |
| Volatility (60d) | 69.1% | 44.8% |
| Short % of float | 3.0% | 2.6% |
| Next earnings | — | — |
Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).