BSY vs. DDOG: Bentley Systems vs. Datadog Stock Comparison
How do Bentley Systems (BSY) 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
Bentley Systems (BSY) 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 | BSY | DDOG |
|---|---|---|
| Name | Bentley Systems, Incorporated Class B 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 | 13.50 billion USD | 64.64 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | Nasdaq |
| Listing Date | September 23, 2020 | September 19, 2019 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | BSY | DDOG |
|---|---|---|
| Total Return (1Y) | -2.57% | -5.64% |
| Total Return (3Y, Annualized) | -3.01% | 21.65% |
| Total Return (5Y, Annualized) | -5.13% | -1.69% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | BSY | DDOG |
|---|---|---|
| Volatility (1Y, Annualized) | 41.49% | 70.49% |
| Beta (5Y) | 0.92 | 1.57 |
| Max Drawdown (5Y) | -53.94% | -68.11% |
| Avg. Volume (3M) | 2.67M | 3.82M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | BSY | DDOG |
|---|---|---|
| Sharpe Ratio (1Y) | -0.17 | -0.14 |
| Sortino Ratio (1Y) | -0.25 | -0.21 |
Profitability
ROE (TTM)
Bentley Systems (BSY) at 26.03% sits in the top ROE quartile, while Datadog (DDOG) at 6.43% is closer to the peer norm — stronger capital efficiency for BSY.
BSY
Software & Services industry group
26.03%
- Max
- 53.85%
- BSY
- 26.03%
- 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)
Bentley Systems (BSY) at 19.57% retains a top-quartile share of revenue as profit, ahead of Datadog (DDOG) at 6.12%, which keeps about the industry-typical share.
BSY
Software & Services industry group
19.57%
- Max
- 41.17%
- BSY
- 19.57%
- 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)
Bentley Systems (BSY) at 29.81% operates in the top operating margin quartile, ahead of Datadog (DDOG) at 6.33%, which runs around its industry’s norm.
BSY
Software & Services industry group
29.81%
- Max
- 46.89%
- BSY
- 29.81%
- 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 | BSY | DDOG |
|---|---|---|
| ROE (TTM) | 26.03% | 6.43% |
| ROA (TTM) | 7.73% | 0.91% |
| Net Margin (TTM) | 19.57% | 6.12% |
| Operating Margin (TTM) | 29.81% | 6.33% |
| Gross Margin (TTM) | 82.37% | 79.61% |
Growth
Revenue Growth
Datadog (DDOG) at 27.68% sits in the top revenue growth quartile, while Bentley Systems (BSY) at 10.99% is closer to the peer norm — faster top-line expansion for DDOG.
EPS Growth
Bentley Systems (BSY) at 18.06% is around its peer norm for EPS growth, while Datadog (DDOG) at -40.38% drops into the bottom quartile, signaling weaker earnings momentum.
Growth Metrics
| Metric | BSY | DDOG |
|---|---|---|
| Revenue Growth (YoY) | 10.99% | 27.68% |
| Revenue Growth (3Y CAGR) | 10.97% | 26.95% |
| EPS Growth (YoY) | 18.06% | -40.38% |
| EPS Growth (3Y CAGR) | 15.62% | -- |
Financial Strength
Current Ratio (MRQ)
Datadog (DDOG) at 3.51 carries current ratio above its industry’s typical mid-range, while Bentley Systems (BSY) at 0.65 runs in the tighter-liquidity quartile — different working-capital profiles, both worth examining.
BSY
Software & Services industry group
0.65
- Max
- 5.11
- Q3
- 2.77
- Median
- 1.67
- Q1
- 1.01
- BSY
- 0.65
- 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 Bentley Systems (BSY) at 0.94 and Datadog (DDOG) at 0.28 fund their balance sheets with roughly industry-typical debt-to-equity mixes.
BSY
Software & Services industry group
0.94
- Max
- 2.52
- Q3
- 1.13
- BSY
- 0.94
- 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 | BSY | DDOG |
|---|---|---|
| Current Ratio (MRQ) | 0.65 | 3.51 |
| Debt / Equity (MRQ) | 0.94 | 0.28 |
| Net Debt / EBITDA | 2.12 | -23.06 |
Dividends
Dividend Yield (TTM)
Datadog (DDOG) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Bentley Systems (BSY) reports a yield of 0.62%, ranking against industry peers normally.
BSY
Software & Services industry group
0.62%
- BSY
- 0.62%
- 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)
Datadog (DDOG) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Bentley Systems (BSY) reports a payout of 27.72%, ranking against industry peers normally.
BSY
Software & Services industry group
27.72%
- BSY
- 27.72%
- 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 | BSY | DDOG |
|---|---|---|
| Dividend Yield (TTM) | 0.62% | 0.00% |
| Dividend Payout Ratio (TTM) | 27.72% | 0.00% |
Valuation
P/E Ratio (TTM)
Bentley Systems (BSY) at 44.21 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.
BSY
Software & Services industry group
44.21
- Max
- 112.94
- Q3
- 60.32
- BSY
- 44.21
- Median
- 32.91
- 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)
Bentley Systems (BSY) at 8.19 is priced about in line with its industry on P/S ratio, while Datadog (DDOG) at 15.11 sits in the pricier quartile — DDOG costs more per dollar of sales.
BSY
Software & Services industry group
8.19
- Max
- 17.91
- Q3
- 8.78
- BSY
- 8.19
- 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 Bentley Systems (BSY) at 10.79 and Datadog (DDOG) at 13.71 carry a premium to book value versus peers, sitting in the upper P/B ratio quartile of their industries.
BSY
Software & Services industry group
10.79
- Max
- 16.63
- BSY
- 10.79
- 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 | BSY | DDOG |
|---|---|---|
| P/E Ratio (TTM) | 44.21 | 248.67 |
| P/S Ratio (TTM) | 8.19 | 15.11 |
| P/B Ratio (MRQ) | 10.79 | 13.71 |
| Free Cash Flow Yield (TTM) | 2.74% | 1.65% |