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DDOG vs. NBIS: Datadog vs. Nebius Stock Comparison

How do Datadog (DDOG) and Nebius (NBIS) 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 Nebius (NBIS) both belong to the Software industry, though DDOG is classified under Application Software while NBIS falls under Systems Software.

Datadog (DDOG) has been public since September 19, 2019, giving it a longer listed trading history, while Nebius (NBIS) listed on October 21, 2024 and still has a shorter public-market record.

Company profile comparison for Datadog (DDOG) and Nebius (NBIS)
Profile ItemDDOGNBIS
NameDatadog Inc. Class ANebius Group N.V. Class A Ordinary Shares
Country/RegionUnited StatesNetherlands
GICS SectorInformation TechnologyInformation Technology
GICS Industry GroupSoftware & ServicesSoftware & Services
GICS IndustrySoftwareSoftware
GICS Sub-IndustryApplication SoftwareSystems Software
Market Capitalization64.64 billion USD35.20 billion USD
CurrencyUSDUSD
ExchangeNasdaqNasdaq
Listing DateSeptember 19, 2019October 21, 2024
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

DDOG
NBIS
GSPC
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Datadog (DDOG) vs. Nebius (NBIS), 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 Nebius (NBIS). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Datadog (DDOG) and Nebius (NBIS)
MetricDDOGNBIS
Total Return (1Y)-5.64%25.86%
Total Return (3Y, Annualized)21.65%--
Total Return (5Y, Annualized)-1.69%--

Risk Profile

Drawdown History

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

Risk Metrics

Risk profile metrics for Datadog (DDOG) and Nebius (NBIS)
MetricDDOGNBIS
Volatility (1Y, Annualized)70.49%111.62%
Beta (5Y)1.574.66
Max Drawdown (5Y)-68.11%-58.27%
Avg. Volume (3M)3.82M20.58M

Risk-Adjusted Performance

Risk-Return Positioning

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DDOG and NBIS 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 Nebius (NBIS)
MetricDDOGNBIS
Sharpe Ratio (1Y)-0.140.19
Sortino Ratio (1Y)-0.210.31

Profitability

ROE (TTM)

Both Datadog (DDOG) at 6.43% and Nebius (NBIS) at 0.60% 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%

NBIS

Software & Services industry group

0.60%

Max
53.85%
Q3
17.90%
Median
6.59%
NBIS
0.60%
Q1
-9.59%
Min
-50.52%
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Datadog (DDOG) vs. Nebius (NBIS): A comparison of their ROE against the Software & Services industry group benchmark.

Net Margin (TTM)

Both Datadog (DDOG) at 6.12% and Nebius (NBIS) at 3.13% 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%

NBIS

Software & Services industry group

3.13%

Max
41.17%
Q3
15.28%
Median
4.63%
NBIS
3.13%
Q1
-5.42%
Min
-33.17%
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Datadog (DDOG) vs. Nebius (NBIS): A comparison of their net margin against the Software & Services industry group benchmark.

Operating Margin (TTM)

Nebius (NBIS) reports a negative operating margin of -0.22%, 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%

NBIS

Software & Services industry group

-0.22%

Max
46.89%
Q3
17.64%
Median
8.73%
NBIS
-0.22%
Q1
-2.13%
Min
-30.45%
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Datadog (DDOG) vs. Nebius (NBIS): A comparison of their operating margin against the Software & Services industry group benchmark.

Profitability Metrics

Profitability metrics for Datadog (DDOG) and Nebius (NBIS)
MetricDDOGNBIS
ROE (TTM)6.43%0.60%
ROA (TTM)0.91%-1.92%
Net Margin (TTM)6.12%3.13%
Operating Margin (TTM)6.33%-0.22%
Gross Margin (TTM)79.61%74.26%

Growth

Revenue Growth

Both companies are growing quickly, but Nebius (NBIS) at 479.02% is the standout with revenue growth above its industry range; Datadog (DDOG) at 27.68% also sits in the top quartile.

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Datadog (DDOG) vs. Nebius (NBIS): 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; Nebius (NBIS) has no EPS growth figure this period.

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

Growth Metrics

Growth metrics for Datadog (DDOG) and Nebius (NBIS)
MetricDDOGNBIS
Revenue Growth (YoY)27.68%479.02%
Revenue Growth (3Y CAGR)26.95%239.83%
EPS Growth (YoY)-40.38%--
EPS Growth (3Y CAGR)---28.68%

Financial Strength

Current Ratio (MRQ)

Both Datadog (DDOG) at 3.51 and Nebius (NBIS) at 4.03 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

NBIS

Software & Services industry group

4.03

Max
5.11
NBIS
4.03
Q3
2.77
Median
1.67
Q1
1.01
Min
0.03
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Datadog (DDOG) vs. Nebius (NBIS): A comparison of their current ratio against the Software & Services industry group benchmark.

Debt / Equity (MRQ)

Both Datadog (DDOG) at 0.28 and Nebius (NBIS) at 0.99 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

NBIS

Software & Services industry group

0.99

Max
2.52
Q3
1.13
NBIS
0.99
Median
0.40
Q1
0.07
Min
0.00
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Datadog (DDOG) vs. Nebius (NBIS): 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 Nebius (NBIS)
MetricDDOGNBIS
Current Ratio (MRQ)3.514.03
Debt / Equity (MRQ)0.280.99
Net Debt / EBITDA-23.068.35

Dividends

Dividend Yield (TTM)

Neither Datadog (DDOG) nor Nebius (NBIS) 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%

NBIS

Software & Services industry group

0.00%

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

Dividend Payout Ratio (TTM)

Neither Datadog (DDOG) nor Nebius (NBIS) 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%

NBIS

Software & Services industry group

0.00%

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

Dividend Metrics

Dividend metrics for Datadog (DDOG) and Nebius (NBIS)
MetricDDOGNBIS
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: Nebius (NBIS) at 101.16 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

NBIS

Software & Services industry group

101.16

Max
112.94
NBIS
101.16
Q3
60.32
Median
32.91
Q1
18.77
Min
6.69
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Datadog (DDOG) vs. Nebius (NBIS): A comparison of their P/E ratio against the Software & Services industry group benchmark.

P/S Ratio (TTM)

Both look expensive on sales: Datadog (DDOG) at 15.11 sits in the upper P/S ratio quartile, and Nebius (NBIS) at 25.98 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

NBIS

Software & Services industry group

25.98

NBIS
25.98
Max
17.91
Q3
8.78
Median
4.25
Q1
2.23
Min
0.02
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Datadog (DDOG) vs. Nebius (NBIS): A comparison of their P/S ratio against the Software & Services industry group benchmark.

P/B Ratio (MRQ)

Nebius (NBIS) at 3.43 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.

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

NBIS

Software & Services industry group

3.43

Max
16.63
Q3
8.50
Median
4.30
NBIS
3.43
Q1
1.92
Min
-3.90
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Datadog (DDOG) vs. Nebius (NBIS): A comparison of their P/B ratio against the Software & Services industry group benchmark.

Valuation Metrics

Valuation metrics for Datadog (DDOG) and Nebius (NBIS)
MetricDDOGNBIS
P/E Ratio (TTM)248.67101.16
P/S Ratio (TTM)15.1125.98
P/B Ratio (MRQ)13.713.43
Free Cash Flow Yield (TTM)1.65%-27.31%