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DDOG vs. MSTR: Datadog vs. Strategy Stock Comparison

How do Datadog (DDOG) and Strategy (MSTR) 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 Strategy (MSTR) 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 Strategy (MSTR)
Profile ItemDDOGMSTR
NameDatadog Inc. Class AStrategy Inc.
Country/RegionUnited StatesUnited States
GICS SectorInformation TechnologyInformation Technology
GICS Industry GroupSoftware & ServicesSoftware & Services
GICS IndustrySoftwareSoftware
GICS Sub-IndustryApplication SoftwareApplication Software
Market Capitalization64.64 billion USD54.57 billion USD
CurrencyUSDUSD
ExchangeNasdaqNasdaq
Listing DateSeptember 19, 2019June 11, 1998
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

DDOG
MSTR
GSPC
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Datadog (DDOG) vs. Strategy (MSTR), 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 Strategy (MSTR). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Datadog (DDOG) and Strategy (MSTR)
MetricDDOGMSTR
Total Return (1Y)-5.64%-48.13%
Total Return (3Y, Annualized)21.65%36.44%
Total Return (5Y, Annualized)-1.69%7.87%

Risk Profile

Drawdown History

DDOG
MSTR
GSPC
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Datadog (DDOG) vs. Strategy (MSTR), 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 Strategy (MSTR). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Datadog (DDOG) and Strategy (MSTR)
MetricDDOGMSTR
Volatility (1Y, Annualized)70.49%82.34%
Beta (5Y)1.573.60
Max Drawdown (5Y)-68.11%-84.09%
Avg. Volume (3M)3.82M22.35M

Risk-Adjusted Performance

Risk-Return Positioning

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DDOG and MSTR 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 Strategy (MSTR)
MetricDDOGMSTR
Sharpe Ratio (1Y)-0.14-0.64
Sortino Ratio (1Y)-0.21-0.97

Profitability

ROE (TTM)

Strategy (MSTR) reports a negative ROE of -21.59%; negative ROE can reflect losses or negative shareholders’ equity, so it is harder to read as capital efficiency. Meanwhile Datadog (DDOG) reports 6.43%, ranking against industry peers normally.

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%

MSTR

Software & Services industry group

-21.59%

Max
53.85%
Q3
17.90%
Median
6.59%
Q1
-9.59%
MSTR
-21.59%
Min
-50.52%
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Datadog (DDOG) vs. Strategy (MSTR): A comparison of their ROE against the Software & Services industry group benchmark.

Net Margin (TTM)

Both Datadog (DDOG) at 6.12% and Strategy (MSTR) at 0.00% 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%

MSTR

Software & Services industry group

0.00%

Max
41.17%
Q3
15.28%
Median
4.63%
MSTR
0.00%
Q1
-5.42%
Min
-33.17%
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Datadog (DDOG) vs. Strategy (MSTR): A comparison of their net margin against the Software & Services industry group benchmark.

Operating Margin (TTM)

Strategy (MSTR) reports a negative operating margin of -2.07%, usually indicating that operating costs exceeded revenue at the operating-income line. Meanwhile Datadog (DDOG) reports 6.33%, ranking against industry peers normally.

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%

MSTR

Software & Services industry group

-2.07%

Max
46.89%
Q3
17.64%
Median
8.73%
MSTR
-2.07%
Q1
-2.13%
Min
-30.45%
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Datadog (DDOG) vs. Strategy (MSTR): A comparison of their operating margin against the Software & Services industry group benchmark.

Profitability Metrics

Profitability metrics for Datadog (DDOG) and Strategy (MSTR)
MetricDDOGMSTR
ROE (TTM)6.43%-21.59%
ROA (TTM)0.91%-4.52%
Net Margin (TTM)6.12%0.00%
Operating Margin (TTM)6.33%-2.07%
Gross Margin (TTM)79.61%67.84%

Growth

Revenue Growth

Datadog (DDOG) at 27.68% sits in the top revenue growth quartile, while Strategy (MSTR) at 2.97% is in the bottom quartile, showing a clear gap in revenue momentum.

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Datadog (DDOG) vs. Strategy (MSTR): 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; Strategy (MSTR) has no EPS growth figure this period.

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

Growth Metrics

Growth metrics for Datadog (DDOG) and Strategy (MSTR)
MetricDDOGMSTR
Revenue Growth (YoY)27.68%2.97%
Revenue Growth (3Y CAGR)26.95%-1.49%
EPS Growth (YoY)-40.38%--
EPS Growth (3Y CAGR)----

Financial Strength

Current Ratio (MRQ)

Both Datadog (DDOG) at 3.51 and Strategy (MSTR) at 4.04 post current ratio above their industries’ typical mid-ranges — short-term liquidity appears comfortable, though unusually high readings can point to idle current assets.

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

MSTR

Software & Services industry group

4.04

Max
5.11
MSTR
4.04
Q3
2.77
Median
1.67
Q1
1.01
Min
0.03
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Datadog (DDOG) vs. Strategy (MSTR): A comparison of their current ratio against the Software & Services industry group benchmark.

Debt / Equity (MRQ)

Both Datadog (DDOG) at 0.28 and Strategy (MSTR) at 0.10 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

MSTR

Software & Services industry group

0.10

Max
2.52
Q3
1.13
Median
0.40
MSTR
0.10
Q1
0.07
Min
0.00
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Datadog (DDOG) vs. Strategy (MSTR): 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 Strategy (MSTR)
MetricDDOGMSTR
Current Ratio (MRQ)3.514.04
Debt / Equity (MRQ)0.280.10
Net Debt / EBITDA-23.06--

Dividends

Dividend Yield (TTM)

Neither Datadog (DDOG) nor Strategy (MSTR) 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%

MSTR

Software & Services industry group

0.00%

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

Dividend Payout Ratio (TTM)

Neither Datadog (DDOG) nor Strategy (MSTR) 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%

MSTR

Software & Services industry group

0.00%

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

Dividend Metrics

Dividend metrics for Datadog (DDOG) and Strategy (MSTR)
MetricDDOGMSTR
Dividend Yield (TTM)0.00%0.00%
Dividend Payout Ratio (TTM)0.00%0.00%

Valuation

P/E Ratio (TTM)

An earnings multiple is available for just one side: Datadog (DDOG) trades at 248.67 times trailing earnings, ranked against its peers, while Strategy (MSTR) has no P/E ratio this period.

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

MSTR

Software & Services industry group

--

Max
112.94
Q3
60.32
Median
32.91
Q1
18.77
Min
6.69
MSTR
--
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Datadog (DDOG) vs. Strategy (MSTR): MSTR does not report P/E ratio, so it has no value marker; DDOG is benchmarked against the Software & Services industry group.

P/S Ratio (TTM)

Both look expensive on sales: Datadog (DDOG) at 15.11 sits in the upper P/S ratio quartile, and Strategy (MSTR) at 110.23 prices even higher, above its industry range.

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

MSTR

Software & Services industry group

110.23

MSTR
110.23
Max
17.91
Q3
8.78
Median
4.25
Q1
2.23
Min
0.02
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Datadog (DDOG) vs. Strategy (MSTR): A comparison of their P/S ratio against the Software & Services industry group benchmark.

P/B Ratio (MRQ)

Strategy (MSTR) at 0.98 looks cheap against book in the lower P/B ratio quartile, while Datadog (DDOG) at 13.71 carries a premium in the upper quartile — a clear price-to-book gap.

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

MSTR

Software & Services industry group

0.98

Max
16.63
Q3
8.50
Median
4.30
Q1
1.92
MSTR
0.98
Min
-3.90
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Datadog (DDOG) vs. Strategy (MSTR): A comparison of their P/B ratio against the Software & Services industry group benchmark.

Valuation Metrics

Valuation metrics for Datadog (DDOG) and Strategy (MSTR)
MetricDDOGMSTR
P/E Ratio (TTM)248.67--
P/S Ratio (TTM)15.11110.23
P/B Ratio (MRQ)13.710.98
Free Cash Flow Yield (TTM)1.65%-5.94%