Datadog, Inc. (DDOG) intrinsic value & 10-year financials
Datadog, Inc. (DDOG) has a Graham intrinsic value of $10.30 per share. At $247.11 on Oct 17, 2026, the stock trades 2299% above that value. Over the last 10 fiscal years revenue grew 55.4% a year to $3.4B, with an average return on invested capital of -0.2%.
- Graham intrinsic value
- $10.30
- Share price (Oct 17, 2026)
- $247.11
- Price vs Graham value
- 2299% above
- Market cap
- $89.8B
- Revenue (FY2025)
- $3.4B
- Revenue growth (10-yr CAGR)
- 55.4%
- ROIC (10-yr avg)
- -0.2%
- Free cash flow (FY2025)
- $1.0B
DDOG 10-year financial history
| Fiscal year | Revenue | Net income | EPS (diluted) | Free cash flow | Operating margin | ROIC |
|---|---|---|---|---|---|---|
| FY2025 | $3.4B | $107.7M | $0.31 | $1.0B | -1.3% | -1.4% |
| FY2024 | $2.7B | $183.7M | $0.52 | $835.9M | 2.0% | 2.8% |
| FY2023 | $2.1B | $48.6M | $0.14 | $632.4M | -1.6% | -1.8% |
| FY2022 | $1.7B | -$50.2M | -$0.16 | $383.1M | -3.5% | -6.0% |
| FY2021 | $1.0B | -$20.7M | -$0.07 | $276.6M | -1.9% | -2.4% |
| FY2020 | $603.5M | -$24.5M | -$0.08 | $103.7M | -2.3% | -2.7% |
| FY2019 | $362.8M | -$16.7M | -$0.12 | $10.9M | -5.6% | -8.6% |
| FY2018 | $198.1M | -$10.8M | -$0.07 | $1.2M | -5.6% | 14.5% |
| FY2017 | $100.8M | -$2.6M | -$0.02 | $11.5M | -2.9% | 3.8% |
| FY2016 | — | — | — | — | — | — |
Source: annual 10-K filings on SEC EDGAR. Figures in USD.
Executive summary
Datadog revenue growth over the past decade is N/A; insufficient history prevents a reliable 10-year CAGR calculation.
Datadog has historically struggled to out-earn its cost of capital, averaging just -2.9% ROIC.
Datadog capital allocation metrics are N/A for the decade; share count and net debt history are incomplete.
Benjamin Graham lens
Under Benjamin Graham's formula using SEC EDGAR fundamentals, Datadog is modeled at 15.0% normalized earnings growth with a 5.1% bond-yield adjustment. The resulting Graham intrinsic value estimate is $10.30 per share.