DDOG vs. GWRE: Datadog vs. Guidewire Software Stock Comparison
How do Datadog (DDOG) and Guidewire Software (GWRE) 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
Datadog (DDOG) and Guidewire Software (GWRE) are both classified in the Application Software sub-industry within the broader Software industry, placing them in the closest GICS peer bucket.
| Profile Item | DDOG | GWRE |
|---|---|---|
| Name | Datadog Inc. Class A | Guidewire Software Inc. |
| 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 | 64.64 billion USD | 13.34 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | NYSE |
| Listing Date | September 19, 2019 | January 25, 2012 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | DDOG | GWRE |
|---|---|---|
| Total Return (1Y) | -5.64% | -25.97% |
| Total Return (3Y, Annualized) | 21.65% | 21.68% |
| Total Return (5Y, Annualized) | -1.69% | 4.78% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | DDOG | GWRE |
|---|---|---|
| Volatility (1Y, Annualized) | 70.49% | 62.03% |
| Beta (5Y) | 1.57 | 0.99 |
| Max Drawdown (5Y) | -68.11% | -60.79% |
| Avg. Volume (3M) | 3.82M | 1.29M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | DDOG | GWRE |
|---|---|---|
| Sharpe Ratio (1Y) | -0.14 | -0.49 |
| Sortino Ratio (1Y) | -0.21 | -0.68 |
Profitability
ROE (TTM)
Both Datadog (DDOG) at 6.43% and Guidewire Software (GWRE) at 10.51% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.
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%
GWRE
Software & Services industry group
10.51%
- Max
- 53.85%
- Q3
- 17.90%
- GWRE
- 10.51%
- Median
- 6.59%
- Q1
- -9.59%
- Min
- -50.52%
Net Margin (TTM)
Both Datadog (DDOG) at 6.12% and Guidewire Software (GWRE) at 9.44% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.
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%
GWRE
Software & Services industry group
9.44%
- Max
- 41.17%
- Q3
- 15.28%
- GWRE
- 9.44%
- Median
- 4.63%
- Q1
- -5.42%
- Min
- -33.17%
Operating Margin (TTM)
Both Datadog (DDOG) at 6.33% and Guidewire Software (GWRE) at 15.16% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.
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%
GWRE
Software & Services industry group
15.16%
- Max
- 46.89%
- Q3
- 17.64%
- GWRE
- 15.16%
- Median
- 8.73%
- Q1
- -2.13%
- Min
- -30.45%
Profitability Metrics
| Metric | DDOG | GWRE |
|---|---|---|
| ROE (TTM) | 6.43% | 10.51% |
| ROA (TTM) | 0.91% | 3.54% |
| Net Margin (TTM) | 6.12% | 9.44% |
| Operating Margin (TTM) | 6.33% | 15.16% |
| Gross Margin (TTM) | 79.61% | 64.21% |
Growth
Revenue Growth
Datadog (DDOG) at 27.68% sits in the top revenue growth quartile, while Guidewire Software (GWRE) at 22.70% is closer to the peer norm — faster top-line expansion for DDOG.
EPS Growth
Guidewire Software (GWRE) at 101.23% 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 | DDOG | GWRE |
|---|---|---|
| Revenue Growth (YoY) | 27.68% | 22.70% |
| Revenue Growth (3Y CAGR) | 26.95% | 17.68% |
| EPS Growth (YoY) | -40.38% | 101.23% |
| EPS Growth (3Y CAGR) | -- | -- |
Financial Strength
Current Ratio (MRQ)
Guidewire Software (GWRE) at 1.79 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.
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
GWRE
Software & Services industry group
1.79
- Max
- 5.11
- Q3
- 2.77
- GWRE
- 1.79
- Median
- 1.67
- Q1
- 1.01
- Min
- 0.03
Debt / Equity (MRQ)
Both Datadog (DDOG) at 0.28 and Guidewire Software (GWRE) at 0.60 fund their balance sheets with roughly industry-typical debt-to-equity mixes.
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
GWRE
Software & Services industry group
0.60
- Max
- 2.52
- Q3
- 1.13
- GWRE
- 0.60
- Median
- 0.40
- Q1
- 0.07
- Min
- 0.00
Financial Strength Metrics
| Metric | DDOG | GWRE |
|---|---|---|
| Current Ratio (MRQ) | 3.51 | 1.79 |
| Debt / Equity (MRQ) | 0.28 | 0.60 |
| Net Debt / EBITDA | -23.06 | -0.38 |
Dividends
Dividend Yield (TTM)
Neither Datadog (DDOG) nor Guidewire Software (GWRE) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.
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%
GWRE
Software & Services industry group
0.00%
- GWRE
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Neither Datadog (DDOG) nor Guidewire Software (GWRE) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.
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%
GWRE
Software & Services industry group
0.00%
- GWRE
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | DDOG | GWRE |
|---|---|---|
| Dividend Yield (TTM) | 0.00% | 0.00% |
| Dividend Payout Ratio (TTM) | 0.00% | 0.00% |
Valuation
P/E Ratio (TTM)
Both look expensive on trailing earnings: Guidewire Software (GWRE) at 99.02 sits in the richer P/E ratio quartile, and Datadog (DDOG) at 248.67 is richer still, above its industry range.
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
GWRE
Software & Services industry group
99.02
- Max
- 112.94
- GWRE
- 99.02
- Q3
- 60.32
- Median
- 32.91
- Q1
- 18.77
- Min
- 6.69
P/S Ratio (TTM)
Both Datadog (DDOG) at 15.11 and Guidewire Software (GWRE) at 9.04 command a richer price per dollar of sales than most peers, sitting in the upper P/S ratio quartile of their industries.
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
GWRE
Software & Services industry group
9.04
- Max
- 17.91
- GWRE
- 9.04
- Q3
- 8.78
- Median
- 4.25
- Q1
- 2.23
- Min
- 0.02
P/B Ratio (MRQ)
Both Datadog (DDOG) at 13.71 and Guidewire Software (GWRE) at 11.09 carry a premium to book value versus peers, sitting in the upper P/B ratio quartile of their industries.
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
GWRE
Software & Services industry group
11.09
- Max
- 16.63
- GWRE
- 11.09
- Q3
- 8.50
- Median
- 4.30
- Q1
- 1.92
- Min
- -3.90
Valuation Metrics
| Metric | DDOG | GWRE |
|---|---|---|
| P/E Ratio (TTM) | 248.67 | 99.02 |
| P/S Ratio (TTM) | 15.11 | 9.04 |
| P/B Ratio (MRQ) | 13.71 | 11.09 |
| Free Cash Flow Yield (TTM) | 1.65% | 2.57% |