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DDOG vs. IOT: Datadog vs. Samsara Stock Comparison

How do Datadog (DDOG) and Samsara (IOT) 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 Samsara (IOT) are both classified in the Application Software sub-industry within the broader Software industry, placing them in the closest GICS peer bucket.

Company profile comparison for Datadog (DDOG) and Samsara (IOT)
Profile ItemDDOGIOT
NameDatadog Inc. Class ASamsara Inc. Class A Common Stock
Country/RegionUnited StatesUnited States
GICS SectorInformation TechnologyInformation Technology
GICS Industry GroupSoftware & ServicesSoftware & Services
GICS IndustrySoftwareSoftware
GICS Sub-IndustryApplication SoftwareApplication Software
Market Capitalization64.64 billion USD24.00 billion USD
CurrencyUSDUSD
ExchangeNasdaqNYSE
Listing DateSeptember 19, 2019December 15, 2021
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

DDOG
IOT
GSPC
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Datadog (DDOG) vs. Samsara (IOT), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Datadog (DDOG) and Samsara (IOT). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Datadog (DDOG) and Samsara (IOT). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Datadog (DDOG) and Samsara (IOT)
MetricDDOGIOT
Total Return (1Y)-5.64%9.09%
Total Return (3Y, Annualized)21.65%21.60%
Total Return (5Y, Annualized)-1.69%--

Risk Profile

Drawdown History

DDOG
IOT
GSPC
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Datadog (DDOG) vs. Samsara (IOT), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Datadog (DDOG) and Samsara (IOT). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Datadog (DDOG) and Samsara (IOT)
MetricDDOGIOT
Volatility (1Y, Annualized)70.49%59.96%
Beta (5Y)1.571.32
Max Drawdown (5Y)-68.11%-70.38%
Avg. Volume (3M)3.82M5.41M

Risk-Adjusted Performance

Risk-Return Positioning

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DDOG and IOT are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Datadog (DDOG) and Samsara (IOT)
MetricDDOGIOT
Sharpe Ratio (1Y)-0.140.08
Sortino Ratio (1Y)-0.210.13

Profitability

ROE (TTM)

Both Datadog (DDOG) at 6.43% and Samsara (IOT) at 6.43% 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%

IOT

Software & Services industry group

6.43%

Max
53.85%
Q3
17.90%
Median
6.59%
IOT
6.43%
Q1
-9.59%
Min
-50.52%
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Datadog (DDOG) vs. Samsara (IOT): A comparison of their ROE against the Software & Services industry group benchmark.

Net Margin (TTM)

Both Datadog (DDOG) at 6.12% and Samsara (IOT) at 4.90% 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%

IOT

Software & Services industry group

4.90%

Max
41.17%
Q3
15.28%
IOT
4.90%
Median
4.63%
Q1
-5.42%
Min
-33.17%
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Datadog (DDOG) vs. Samsara (IOT): A comparison of their net margin against the Software & Services industry group benchmark.

Operating Margin (TTM)

Both Datadog (DDOG) at 6.33% and Samsara (IOT) at 0.96% 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%

IOT

Software & Services industry group

0.96%

Max
46.89%
Q3
17.64%
Median
8.73%
IOT
0.96%
Q1
-2.13%
Min
-30.45%
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Datadog (DDOG) vs. Samsara (IOT): A comparison of their operating margin against the Software & Services industry group benchmark.

Profitability Metrics

Profitability metrics for Datadog (DDOG) and Samsara (IOT)
MetricDDOGIOT
ROE (TTM)6.43%6.43%
ROA (TTM)0.91%0.49%
Net Margin (TTM)6.12%4.90%
Operating Margin (TTM)6.33%0.96%
Gross Margin (TTM)79.61%76.43%

Growth

Revenue Growth

Both Datadog (DDOG) at 27.68% and Samsara (IOT) at 29.57% sit in the top peer quartile for revenue growth, so each is growing its top line faster than typical industry peers.

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Datadog (DDOG) vs. Samsara (IOT): A comparison of their Revenue Growth across different time periods.

EPS Growth

Only one side can be read here: Datadog (DDOG) reports EPS growth of -40.38%, ranked against its industry; Samsara (IOT) has no EPS growth figure this period.

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Datadog (DDOG) vs. Samsara (IOT): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Datadog (DDOG) and Samsara (IOT)
MetricDDOGIOT
Revenue Growth (YoY)27.68%29.57%
Revenue Growth (3Y CAGR)26.95%35.37%
EPS Growth (YoY)-40.38%--
EPS Growth (3Y CAGR)----

Financial Strength

Current Ratio (MRQ)

Samsara (IOT) at 1.63 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

IOT

Software & Services industry group

1.63

Max
5.11
Q3
2.77
Median
1.67
IOT
1.63
Q1
1.01
Min
0.03
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Datadog (DDOG) vs. Samsara (IOT): A comparison of their current ratio against the Software & Services industry group benchmark.

Debt / Equity (MRQ)

Samsara (IOT) at 0.04 keeps leverage in the lower industry quartile, while Datadog (DDOG) at 0.28 runs a more typical debt-to-equity mix.

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

IOT

Software & Services industry group

0.04

Max
2.52
Q3
1.13
Median
0.40
Q1
0.07
IOT
0.04
Min
0.00
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Datadog (DDOG) vs. Samsara (IOT): A comparison of their debt-to-equity ratio against the Software & Services industry group benchmark.

Financial Strength Metrics

Financial strength metrics for Datadog (DDOG) and Samsara (IOT)
MetricDDOGIOT
Current Ratio (MRQ)3.511.63
Debt / Equity (MRQ)0.280.04
Net Debt / EBITDA-23.06-24.18

Dividends

Dividend Yield (TTM)

Neither Datadog (DDOG) nor Samsara (IOT) 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%

IOT

Software & Services industry group

0.00%

IOT
0.00%
Max
0.00%
Q3
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%
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Datadog (DDOG) vs. Samsara (IOT): A comparison of their dividend yield against the Software & Services industry group benchmark.

Dividend Payout Ratio (TTM)

Neither Datadog (DDOG) nor Samsara (IOT) 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%

IOT

Software & Services industry group

0.00%

IOT
0.00%
Max
0.00%
Q3
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%
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Datadog (DDOG) vs. Samsara (IOT): A comparison of their payout ratio against the Software & Services industry group benchmark.

Dividend Metrics

Dividend metrics for Datadog (DDOG) and Samsara (IOT)
MetricDDOGIOT
Dividend Yield (TTM)0.00%0.00%
Dividend Payout Ratio (TTM)0.00%0.00%

Valuation

P/E Ratio (TTM)

Both Datadog (DDOG) at 248.67 and Samsara (IOT) at 292.71 trade above their industries’ P/E ratio peer ranges, pointing to unusually expensive trailing earnings relative to peers.

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

IOT

Software & Services industry group

292.71

IOT
292.71
Max
112.94
Q3
60.32
Median
32.91
Q1
18.77
Min
6.69
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Datadog (DDOG) vs. Samsara (IOT): A comparison of their P/E ratio against the Software & Services industry group benchmark.

P/S Ratio (TTM)

Both Datadog (DDOG) at 15.11 and Samsara (IOT) at 12.99 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

IOT

Software & Services industry group

12.99

Max
17.91
IOT
12.99
Q3
8.78
Median
4.25
Q1
2.23
Min
0.02
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Datadog (DDOG) vs. Samsara (IOT): A comparison of their P/S ratio against the Software & Services industry group benchmark.

P/B Ratio (MRQ)

Both Datadog (DDOG) at 13.71 and Samsara (IOT) at 14.97 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

IOT

Software & Services industry group

14.97

Max
16.63
IOT
14.97
Q3
8.50
Median
4.30
Q1
1.92
Min
-3.90
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Datadog (DDOG) vs. Samsara (IOT): A comparison of their P/B ratio against the Software & Services industry group benchmark.

Valuation Metrics

Valuation metrics for Datadog (DDOG) and Samsara (IOT)
MetricDDOGIOT
P/E Ratio (TTM)248.67292.71
P/S Ratio (TTM)15.1112.99
P/B Ratio (MRQ)13.7114.97
Free Cash Flow Yield (TTM)1.65%1.09%