CHKP vs. DDOG: Check Point Software vs. Datadog Stock Comparison
How do Check Point Software (CHKP) 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
Check Point Software (CHKP) and Datadog (DDOG) both belong to the Software industry, though CHKP is classified under Systems Software while DDOG falls under Application Software.
| Profile Item | CHKP | DDOG |
|---|---|---|
| Name | Check Point Software Technologies Ltd. | Datadog Inc. Class A |
| Country/Region | Israel | United States |
| GICS Sector | Information Technology | Information Technology |
| GICS Industry Group | Software & Services | Software & Services |
| GICS Industry | Software | Software |
| GICS Sub-Industry | Systems Software | Application Software |
| Market Capitalization | 14.72 billion USD | 64.64 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | Nasdaq |
| Listing Date | June 28, 1996 | September 19, 2019 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | CHKP | DDOG |
|---|---|---|
| Total Return (1Y) | -27.87% | -5.64% |
| Total Return (3Y, Annualized) | 1.46% | 21.65% |
| Total Return (5Y, Annualized) | 4.07% | -1.69% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
Datadog (DDOG) has an aggressive beta of 1.57, indicating higher sensitivity to broad-market moves, while Check Point Software (CHKP) is defensive at 0.43 and tends to be less market-sensitive — they sit on opposite ends of the beta spectrum.
| Metric | CHKP | DDOG |
|---|---|---|
| Volatility (1Y, Annualized) | 40.93% | 70.49% |
| Beta (5Y) | 0.43 | 1.57 |
| Max Drawdown (5Y) | -51.83% | -68.11% |
| Avg. Volume (3M) | 1.19M | 3.82M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | CHKP | DDOG |
|---|---|---|
| Sharpe Ratio (1Y) | -0.79 | -0.14 |
| Sortino Ratio (1Y) | -0.97 | -0.21 |
Profitability
ROE (TTM)
Check Point Software (CHKP) at 30.61% sits in the top ROE quartile, while Datadog (DDOG) at 6.43% is closer to the peer norm — stronger capital efficiency for CHKP.
CHKP
Software & Services industry group
30.61%
- Max
- 53.85%
- CHKP
- 30.61%
- 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)
Check Point Software (CHKP) at 31.74% retains a top-quartile share of revenue as profit, ahead of Datadog (DDOG) at 6.12%, which keeps about the industry-typical share.
CHKP
Software & Services industry group
31.74%
- Max
- 41.17%
- CHKP
- 31.74%
- 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)
Check Point Software (CHKP) at 26.46% operates in the top operating margin quartile, ahead of Datadog (DDOG) at 6.33%, which runs around its industry’s norm.
CHKP
Software & Services industry group
26.46%
- Max
- 46.89%
- CHKP
- 26.46%
- 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 | CHKP | DDOG |
|---|---|---|
| ROE (TTM) | 30.61% | 6.43% |
| ROA (TTM) | 7.43% | 0.91% |
| Net Margin (TTM) | 31.74% | 6.12% |
| Operating Margin (TTM) | 26.46% | 6.33% |
| Gross Margin (TTM) | 87.19% | 79.61% |
Growth
Revenue Growth
Datadog (DDOG) at 27.68% sits in the top revenue growth quartile, while Check Point Software (CHKP) at 6.25% is in the bottom quartile, showing a clear gap in revenue momentum.
EPS Growth
Check Point Software (CHKP) at 28.95% 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 | CHKP | DDOG |
|---|---|---|
| Revenue Growth (YoY) | 6.25% | 27.68% |
| Revenue Growth (3Y CAGR) | 5.37% | 26.95% |
| EPS Growth (YoY) | 28.95% | -40.38% |
| EPS Growth (3Y CAGR) | 15.09% | -- |
Financial Strength
Current Ratio (MRQ)
Check Point Software (CHKP) at 1.60 keeps current ratio within its industry’s typical mid-range, while Datadog (DDOG) at 3.51 sits above its industry’s typical mid-range — comfortable liquidity, though possibly with more idle current assets relative to peers.
CHKP
Software & Services industry group
1.60
- Max
- 5.11
- Q3
- 2.77
- Median
- 1.67
- CHKP
- 1.60
- 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 Check Point Software (CHKP) at 0.75 and Datadog (DDOG) at 0.28 fund their balance sheets with roughly industry-typical debt-to-equity mixes.
CHKP
Software & Services industry group
0.75
- Max
- 2.52
- Q3
- 1.13
- CHKP
- 0.75
- 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 | CHKP | DDOG |
|---|---|---|
| Current Ratio (MRQ) | 1.60 | 3.51 |
| Debt / Equity (MRQ) | 0.75 | 0.28 |
| Net Debt / EBITDA | -0.22 | -23.06 |
Dividends
Dividend Yield (TTM)
Neither Check Point Software (CHKP) nor Datadog (DDOG) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.
CHKP
Software & Services industry group
0.00%
- CHKP
- 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 Check Point Software (CHKP) nor Datadog (DDOG) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.
CHKP
Software & Services industry group
0.00%
- CHKP
- 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 | CHKP | DDOG |
|---|---|---|
| Dividend Yield (TTM) | 0.00% | 0.00% |
| Dividend Payout Ratio (TTM) | 0.00% | 0.00% |
Valuation
P/E Ratio (TTM)
Check Point Software (CHKP) at 17.35 sits in the cheaper P/E ratio quartile, while Datadog (DDOG) at 248.67 trades above its peer range — a wide earnings-valuation gap relative to industry peers.
CHKP
Software & Services industry group
17.35
- Max
- 112.94
- Q3
- 60.32
- Median
- 32.91
- Q1
- 18.77
- CHKP
- 17.35
- 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)
Check Point Software (CHKP) at 5.34 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.
CHKP
Software & Services industry group
5.34
- Max
- 17.91
- Q3
- 8.78
- CHKP
- 5.34
- 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)
Check Point Software (CHKP) at 5.54 is valued about in line with its industry on P/B ratio, while Datadog (DDOG) at 13.71 carries an above-peer premium to book — DDOG is pricier on assets.
CHKP
Software & Services industry group
5.54
- Max
- 16.63
- Q3
- 8.50
- CHKP
- 5.54
- 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 | CHKP | DDOG |
|---|---|---|
| P/E Ratio (TTM) | 17.35 | 248.67 |
| P/S Ratio (TTM) | 5.34 | 15.11 |
| P/B Ratio (MRQ) | 5.54 | 13.71 |
| Free Cash Flow Yield (TTM) | 4.87% | 1.65% |