Both in Packaged Software

Cloudflare vs Datadog

Over the past year NET returned +68.8% and DDOG returned +84.7%; their daily moves had a correlation of 0.46.

NET +68.8% DDOG +84.7%Growth of $1, one year, split-adjusted
MetricNETDDOG
Price$360.93$293.26
Market cap$128.52B$105.30B
Today+5.57%+7.11%
1 month+16.0%+32.3%
6 months+116.1%+178.3%
Year to date+83.1%+115.6%
1 year+64.1%+78.7%
Revenue growth (YoY)+35.9%+35.6%
Gross margin71.8%78.6%
Net margin−24.4%4.0%
P/E (TTM)—593.0×
Price / sales51.2×26.5×
Net cash$892.5M$4.00B
Dividend yield——
Volatility (60d)56.8%68.8%
Short % of float2.4%2.9%
Next earnings——

Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).