APP vs. DDOG: AppLovin vs. Datadog Stock Comparison
How do AppLovin (APP) and Datadog (DDOG) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
AppLovin (APP) and Datadog (DDOG) are both classified in the Application Software sub-industry within the broader Software industry, placing them in the closest GICS peer bucket.
| Profile Item | APP | DDOG |
|---|---|---|
| Name | AppLovin Corporation Class A Common Stock | Datadog Inc. Class A |
| Country/Region | United States | United States |
| GICS Sector | Information Technology | Information Technology |
| GICS Industry Group | Software & Services | Software & Services |
| GICS Industry | Software | Software |
| GICS Sub-Industry | Application Software | Application Software |
| Market Capitalization | 129.62 billion USD | 64.64 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | Nasdaq |
| Listing Date | April 15, 2021 | September 19, 2019 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | APP | DDOG |
|---|---|---|
| Total Return (1Y) | -34.71% | -5.64% |
| Total Return (3Y, Annualized) | 116.87% | 21.65% |
| Total Return (5Y, Annualized) | 31.34% | -1.69% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | APP | DDOG |
|---|---|---|
| Volatility (1Y, Annualized) | 80.36% | 70.49% |
| Beta (5Y) | 2.25 | 1.57 |
| Max Drawdown (5Y) | -91.90% | -68.11% |
| Avg. Volume (3M) | 5.33M | 3.82M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | APP | DDOG |
|---|---|---|
| Sharpe Ratio (1Y) | -0.49 | -0.14 |
| Sortino Ratio (1Y) | -0.69 | -0.21 |
Profitability
ROE (TTM)
AppLovin (APP) at 210.09% clears its industry range for ROE, a sharper capital-efficiency signal than Datadog (DDOG) at 6.43%, which is closer to a typical peer reading.
APP
Software & Services industry group
210.09%
- APP
- 210.09%
- Max
- 53.85%
- Q3
- 17.90%
- Median
- 6.59%
- Q1
- -9.59%
- Min
- -50.52%
DDOG
Software & Services industry group
6.43%
- Max
- 53.85%
- Q3
- 17.90%
- Median
- 6.59%
- DDOG
- 6.43%
- Q1
- -9.59%
- Min
- -50.52%
Net Margin (TTM)
AppLovin (APP) at 65.89% converts revenue to bottom-line profit above its industry’s benchmark range, while Datadog (DDOG) at 6.12% keeps roughly the typical share for its industry.
APP
Software & Services industry group
65.89%
- APP
- 65.89%
- Max
- 41.17%
- Q3
- 15.28%
- Median
- 4.63%
- Q1
- -5.42%
- Min
- -33.17%
DDOG
Software & Services industry group
6.12%
- Max
- 41.17%
- Q3
- 15.28%
- DDOG
- 6.12%
- Median
- 4.63%
- Q1
- -5.42%
- Min
- -33.17%
Operating Margin (TTM)
AppLovin (APP) at 78.22% turns sales into operating profit above its industry’s benchmark range, while Datadog (DDOG) at 6.33% operates around its industry’s norm.
APP
Software & Services industry group
78.22%
- APP
- 78.22%
- Max
- 46.89%
- Q3
- 17.64%
- Median
- 8.73%
- Q1
- -2.13%
- Min
- -30.45%
DDOG
Software & Services industry group
6.33%
- Max
- 46.89%
- Q3
- 17.64%
- Median
- 8.73%
- DDOG
- 6.33%
- Q1
- -2.13%
- Min
- -30.45%
Profitability Metrics
| Metric | APP | DDOG |
|---|---|---|
| ROE (TTM) | 210.09% | 6.43% |
| ROA (TTM) | 49.57% | 0.91% |
| Net Margin (TTM) | 65.89% | 6.12% |
| Operating Margin (TTM) | 78.22% | 6.33% |
| Gross Margin (TTM) | 88.78% | 79.61% |
Growth
Revenue Growth
Both companies are growing quickly, but AppLovin (APP) at 69.99% is the standout with revenue growth above its industry range; Datadog (DDOG) at 27.68% also sits in the top quartile.
EPS Growth
AppLovin (APP) at 115.23% sits in the top EPS growth quartile, while Datadog (DDOG) at -40.38% is in the bottom quartile, showing a clear gap in earnings momentum.
Growth Metrics
| Metric | APP | DDOG |
|---|---|---|
| Revenue Growth (YoY) | 69.99% | 27.68% |
| Revenue Growth (3Y CAGR) | 24.84% | 26.95% |
| EPS Growth (YoY) | 115.23% | -40.38% |
| EPS Growth (3Y CAGR) | -- | -- |
Financial Strength
Current Ratio (MRQ)
Both AppLovin (APP) at 3.81 and Datadog (DDOG) at 3.51 post current ratio above their industries’ typical mid-ranges — short-term liquidity appears comfortable, though unusually high readings can point to idle current assets.
APP
Software & Services industry group
3.81
- Max
- 5.11
- APP
- 3.81
- Q3
- 2.77
- Median
- 1.67
- Q1
- 1.01
- Min
- 0.03
DDOG
Software & Services industry group
3.51
- Max
- 5.11
- DDOG
- 3.51
- Q3
- 2.77
- Median
- 1.67
- Q1
- 1.01
- Min
- 0.03
Debt / Equity (MRQ)
Both AppLovin (APP) at 1.07 and Datadog (DDOG) at 0.28 fund their balance sheets with roughly industry-typical debt-to-equity mixes.
APP
Software & Services industry group
1.07
- Max
- 2.52
- Q3
- 1.13
- APP
- 1.07
- Median
- 0.40
- Q1
- 0.07
- Min
- 0.00
DDOG
Software & Services industry group
0.28
- Max
- 2.52
- Q3
- 1.13
- Median
- 0.40
- DDOG
- 0.28
- Q1
- 0.07
- Min
- 0.00
Financial Strength Metrics
| Metric | APP | DDOG |
|---|---|---|
| Current Ratio (MRQ) | 3.81 | 3.51 |
| Debt / Equity (MRQ) | 1.07 | 0.28 |
| Net Debt / EBITDA | 0.06 | -23.06 |
Dividends
Dividend Yield (TTM)
Neither AppLovin (APP) nor Datadog (DDOG) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.
APP
Software & Services industry group
0.00%
- APP
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
DDOG
Software & Services industry group
0.00%
- DDOG
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Neither AppLovin (APP) nor Datadog (DDOG) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.
APP
Software & Services industry group
0.00%
- APP
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
DDOG
Software & Services industry group
0.00%
- DDOG
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | APP | DDOG |
|---|---|---|
| Dividend Yield (TTM) | 0.00% | 0.00% |
| Dividend Payout Ratio (TTM) | 0.00% | 0.00% |
Valuation
P/E Ratio (TTM)
AppLovin (APP) at 26.34 is near its industry’s usual P/E ratio, while Datadog (DDOG) at 248.67 sits above its peer range — an unusually expensive price for DDOG’s trailing earnings.
APP
Software & Services industry group
26.34
- Max
- 112.94
- Q3
- 60.32
- Median
- 32.91
- APP
- 26.34
- Q1
- 18.77
- Min
- 6.69
DDOG
Software & Services industry group
248.67
- DDOG
- 248.67
- Max
- 112.94
- Q3
- 60.32
- Median
- 32.91
- Q1
- 18.77
- Min
- 6.69
P/S Ratio (TTM)
Both AppLovin (APP) at 17.04 and Datadog (DDOG) at 15.11 command a richer price per dollar of sales than most peers, sitting in the upper P/S ratio quartile of their industries.
APP
Software & Services industry group
17.04
- Max
- 17.91
- APP
- 17.04
- Q3
- 8.78
- Median
- 4.25
- Q1
- 2.23
- Min
- 0.02
DDOG
Software & Services industry group
15.11
- Max
- 17.91
- DDOG
- 15.11
- Q3
- 8.78
- Median
- 4.25
- Q1
- 2.23
- Min
- 0.02
P/B Ratio (MRQ)
Both look rich against book: Datadog (DDOG) at 13.71 sits in the upper P/B ratio quartile, and AppLovin (APP) at 39.29 prices even higher, above its industry range.
APP
Software & Services industry group
39.29
- APP
- 39.29
- Max
- 16.63
- Q3
- 8.50
- Median
- 4.30
- Q1
- 1.92
- Min
- -3.90
DDOG
Software & Services industry group
13.71
- Max
- 16.63
- DDOG
- 13.71
- Q3
- 8.50
- Median
- 4.30
- Q1
- 1.92
- Min
- -3.90
Valuation Metrics
| Metric | APP | DDOG |
|---|---|---|
| P/E Ratio (TTM) | 26.34 | 248.67 |
| P/S Ratio (TTM) | 17.04 | 15.11 |
| P/B Ratio (MRQ) | 39.29 | 13.71 |
| Free Cash Flow Yield (TTM) | 2.87% | 1.65% |