DDOG vs. NET: Datadog vs. Cloudflare Stock Comparison
How do Datadog (DDOG) and Cloudflare (NET) 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 Cloudflare (NET) both fall under the Software & Services industry group, but DDOG is classified in Software while NET is classified in IT Services.
| Profile Item | DDOG | NET |
|---|---|---|
| Name | Datadog Inc. Class A | Cloudflare, Inc. Class A Common Stock |
| Country/Region | United States | United States |
| GICS Sector | Information Technology | Information Technology |
| GICS Industry Group | Software & Services | Software & Services |
| GICS Industry | Software | IT Services |
| GICS Sub-Industry | Application Software | Internet Services & Infrastructure |
| Market Capitalization | 64.64 billion USD | 96.32 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | NYSE |
| Listing Date | September 19, 2019 | September 13, 2019 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | DDOG | NET |
|---|---|---|
| Total Return (1Y) | -5.64% | 27.13% |
| Total Return (3Y, Annualized) | 21.65% | 68.21% |
| Total Return (5Y, Annualized) | -1.69% | 7.66% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | DDOG | NET |
|---|---|---|
| Volatility (1Y, Annualized) | 70.49% | 67.16% |
| Beta (5Y) | 1.57 | 1.34 |
| Max Drawdown (5Y) | -68.11% | -82.58% |
| Avg. Volume (3M) | 3.82M | 3.45M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | DDOG | NET |
|---|---|---|
| Sharpe Ratio (1Y) | -0.14 | 0.34 |
| Sortino Ratio (1Y) | -0.21 | 0.48 |
Profitability
ROE (TTM)
Cloudflare (NET) reports a negative ROE of -17.00%; 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%
NET
Software & Services industry group
-17.00%
- Max
- 53.85%
- Q3
- 17.90%
- Median
- 6.59%
- Q1
- -9.59%
- NET
- -17.00%
- Min
- -50.52%
Net Margin (TTM)
Cloudflare (NET) reports a negative net margin of -8.75%, usually indicating a net loss over the period. Meanwhile Datadog (DDOG) reports 6.12%, ranking against industry peers normally.
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%
NET
Software & Services industry group
-8.75%
- Max
- 41.17%
- Q3
- 15.28%
- Median
- 4.63%
- Q1
- -5.42%
- NET
- -8.75%
- Min
- -33.17%
Operating Margin (TTM)
Cloudflare (NET) reports a negative operating margin of -7.27%, 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%
NET
Software & Services industry group
-7.27%
- Max
- 46.89%
- Q3
- 17.64%
- Median
- 8.73%
- Q1
- -2.13%
- NET
- -7.27%
- Min
- -30.45%
Profitability Metrics
| Metric | DDOG | NET |
|---|---|---|
| ROE (TTM) | 6.43% | -17.00% |
| ROA (TTM) | 0.91% | -2.00% |
| Net Margin (TTM) | 6.12% | -8.75% |
| Operating Margin (TTM) | 6.33% | -7.27% |
| Gross Margin (TTM) | 79.61% | 71.90% |
Growth
Revenue Growth
Both Datadog (DDOG) at 27.68% and Cloudflare (NET) at 29.85% sit in the top peer quartile for revenue growth, so each is growing its top line faster than typical industry peers.
EPS Growth
Only one side can be read here: Datadog (DDOG) reports EPS growth of -40.38%, ranked against its industry; Cloudflare (NET) has no EPS growth figure this period.
Growth Metrics
| Metric | DDOG | NET |
|---|---|---|
| Revenue Growth (YoY) | 27.68% | 29.85% |
| Revenue Growth (3Y CAGR) | 26.95% | 30.51% |
| EPS Growth (YoY) | -40.38% | -- |
| EPS Growth (3Y CAGR) | -- | -- |
Financial Strength
Current Ratio (MRQ)
Both Datadog (DDOG) at 3.51 and Cloudflare (NET) at 3.80 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
NET
Software & Services industry group
3.80
- Max
- 5.11
- NET
- 3.80
- Q3
- 2.77
- Median
- 1.67
- Q1
- 1.01
- Min
- 0.03
Debt / Equity (MRQ)
Datadog (DDOG) at 0.28 is near its industry mid-range for debt-to-equity ratio, while Cloudflare (NET) at 3.21 sits above its benchmark range, pointing to a heavier debt load relative to equity.
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
NET
Software & Services industry group
3.21
- NET
- 3.21
- Max
- 2.52
- Q3
- 1.13
- Median
- 0.40
- Q1
- 0.07
- Min
- 0.00
Financial Strength Metrics
| Metric | DDOG | NET |
|---|---|---|
| Current Ratio (MRQ) | 3.51 | 3.80 |
| Debt / Equity (MRQ) | 0.28 | 3.21 |
| Net Debt / EBITDA | -23.06 | -- |
Dividends
Dividend Yield (TTM)
Neither Datadog (DDOG) nor Cloudflare (NET) 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%
NET
Software & Services industry group
0.00%
- NET
- 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 Cloudflare (NET) 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%
NET
Software & Services industry group
0.00%
- NET
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | DDOG | NET |
|---|---|---|
| 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 Cloudflare (NET) 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
NET
Software & Services industry group
--
- Max
- 112.94
- Q3
- 60.32
- Median
- 32.91
- Q1
- 18.77
- Min
- 6.69
- NET
- --
P/S Ratio (TTM)
Both look expensive on sales: Datadog (DDOG) at 15.11 sits in the upper P/S ratio quartile, and Cloudflare (NET) at 35.24 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
NET
Software & Services industry group
35.24
- NET
- 35.24
- Max
- 17.91
- Q3
- 8.78
- Median
- 4.25
- Q1
- 2.23
- Min
- 0.02
P/B Ratio (MRQ)
Both look rich against book: Datadog (DDOG) at 13.71 sits in the upper P/B ratio quartile, and Cloudflare (NET) at 65.73 prices even higher, above its industry range.
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
NET
Software & Services industry group
65.73
- NET
- 65.73
- Max
- 16.63
- Q3
- 8.50
- Median
- 4.30
- Q1
- 1.92
- Min
- -3.90
Valuation Metrics
| Metric | DDOG | NET |
|---|---|---|
| P/E Ratio (TTM) | 248.67 | -- |
| P/S Ratio (TTM) | 15.11 | 35.24 |
| P/B Ratio (MRQ) | 13.71 | 65.73 |
| Free Cash Flow Yield (TTM) | 1.65% | 0.83% |