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DDOG vs. TWLO: Datadog vs. Twilio Stock Comparison

How do Datadog (DDOG) and Twilio (TWLO) 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 Twilio (TWLO) both fall under the Software & Services industry group, but DDOG is classified in Software while TWLO is classified in IT Services.

Company profile comparison for Datadog (DDOG) and Twilio (TWLO)
Profile ItemDDOGTWLO
NameDatadog Inc. Class ATwilio Inc. Class A Common Stock
Country/RegionUnited StatesUnited States
GICS SectorInformation TechnologyInformation Technology
GICS Industry GroupSoftware & ServicesSoftware & Services
GICS IndustrySoftwareIT Services
GICS Sub-IndustryApplication SoftwareInternet Services & Infrastructure
Market Capitalization64.64 billion USD31.26 billion USD
CurrencyUSDUSD
ExchangeNasdaqNYSE
Listing DateSeptember 19, 2019June 23, 2016
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

DDOG
TWLO
GSPC
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Datadog (DDOG) vs. Twilio (TWLO), 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 Twilio (TWLO). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Datadog (DDOG) and Twilio (TWLO)
MetricDDOGTWLO
Total Return (1Y)-5.64%61.15%
Total Return (3Y, Annualized)21.65%54.31%
Total Return (5Y, Annualized)-1.69%-7.91%

Risk Profile

Drawdown History

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

Risk Metrics

Risk profile metrics for Datadog (DDOG) and Twilio (TWLO)
MetricDDOGTWLO
Volatility (1Y, Annualized)70.49%63.75%
Beta (5Y)1.571.48
Max Drawdown (5Y)-68.11%-86.25%
Avg. Volume (3M)3.82M3.05M

Risk-Adjusted Performance

Risk-Return Positioning

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DDOG and TWLO 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 Twilio (TWLO)
MetricDDOGTWLO
Sharpe Ratio (1Y)-0.140.89
Sortino Ratio (1Y)-0.211.49

Profitability

ROE (TTM)

Both Datadog (DDOG) at 6.43% and Twilio (TWLO) at 14.92% 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%

TWLO

Software & Services industry group

14.92%

Max
53.85%
Q3
17.90%
TWLO
14.92%
Median
6.59%
Q1
-9.59%
Min
-50.52%
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Datadog (DDOG) vs. Twilio (TWLO): A comparison of their ROE against the Software & Services industry group benchmark.

Net Margin (TTM)

Twilio (TWLO) at 21.82% retains a top-quartile share of revenue as profit, ahead of Datadog (DDOG) at 6.12%, which keeps about the industry-typical share.

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%

TWLO

Software & Services industry group

21.82%

Max
41.17%
TWLO
21.82%
Q3
15.28%
Median
4.63%
Q1
-5.42%
Min
-33.17%
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Datadog (DDOG) vs. Twilio (TWLO): A comparison of their net margin against the Software & Services industry group benchmark.

Operating Margin (TTM)

Both Datadog (DDOG) at 6.33% and Twilio (TWLO) at 9.53% 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%

TWLO

Software & Services industry group

9.53%

Max
46.89%
Q3
17.64%
TWLO
9.53%
Median
8.73%
Q1
-2.13%
Min
-30.45%
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Datadog (DDOG) vs. Twilio (TWLO): A comparison of their operating margin against the Software & Services industry group benchmark.

Profitability Metrics

Profitability metrics for Datadog (DDOG) and Twilio (TWLO)
MetricDDOGTWLO
ROE (TTM)6.43%14.92%
ROA (TTM)0.91%2.69%
Net Margin (TTM)6.12%21.82%
Operating Margin (TTM)6.33%9.53%
Gross Margin (TTM)79.61%48.61%

Growth

Revenue Growth

Datadog (DDOG) at 27.68% sits in the top revenue growth quartile, while Twilio (TWLO) at 13.66% is closer to the peer norm — faster top-line expansion for DDOG.

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Datadog (DDOG) vs. Twilio (TWLO): 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; Twilio (TWLO) has no EPS growth figure this period.

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

Growth Metrics

Growth metrics for Datadog (DDOG) and Twilio (TWLO)
MetricDDOGTWLO
Revenue Growth (YoY)27.68%13.66%
Revenue Growth (3Y CAGR)26.95%9.82%
EPS Growth (YoY)-40.38%--
EPS Growth (3Y CAGR)----

Financial Strength

Current Ratio (MRQ)

Both Datadog (DDOG) at 3.51 and Twilio (TWLO) at 4.47 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

TWLO

Software & Services industry group

4.47

Max
5.11
TWLO
4.47
Q3
2.77
Median
1.67
Q1
1.01
Min
0.03
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Datadog (DDOG) vs. Twilio (TWLO): A comparison of their current ratio against the Software & Services industry group benchmark.

Debt / Equity (MRQ)

Both Datadog (DDOG) at 0.28 and Twilio (TWLO) at 0.12 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

TWLO

Software & Services industry group

0.12

Max
2.52
Q3
1.13
Median
0.40
TWLO
0.12
Q1
0.07
Min
0.00
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Datadog (DDOG) vs. Twilio (TWLO): 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 Twilio (TWLO)
MetricDDOGTWLO
Current Ratio (MRQ)3.514.47
Debt / Equity (MRQ)0.280.12
Net Debt / EBITDA-23.06-3.13

Dividends

Dividend Yield (TTM)

Neither Datadog (DDOG) nor Twilio (TWLO) 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%

TWLO

Software & Services industry group

0.00%

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

Dividend Payout Ratio (TTM)

Neither Datadog (DDOG) nor Twilio (TWLO) 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%

TWLO

Software & Services industry group

0.00%

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

Dividend Metrics

Dividend metrics for Datadog (DDOG) and Twilio (TWLO)
MetricDDOGTWLO
Dividend Yield (TTM)0.00%0.00%
Dividend Payout Ratio (TTM)0.00%0.00%

Valuation

P/E Ratio (TTM)

Twilio (TWLO) at 25.38 is near its industry’s usual P/E ratio, while Datadog (DDOG) at 248.67 sits above its peer range — an unusually expensive price for DDOG’s trailing earnings.

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

TWLO

Software & Services industry group

25.38

Max
112.94
Q3
60.32
Median
32.91
TWLO
25.38
Q1
18.77
Min
6.69
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Datadog (DDOG) vs. Twilio (TWLO): A comparison of their P/E ratio against the Software & Services industry group benchmark.

P/S Ratio (TTM)

Twilio (TWLO) at 5.36 is priced about in line with its industry on P/S ratio, while Datadog (DDOG) at 15.11 sits in the pricier quartile — DDOG costs more per dollar of sales.

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

TWLO

Software & Services industry group

5.36

Max
17.91
Q3
8.78
TWLO
5.36
Median
4.25
Q1
2.23
Min
0.02
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Datadog (DDOG) vs. Twilio (TWLO): A comparison of their P/S ratio against the Software & Services industry group benchmark.

P/B Ratio (MRQ)

Twilio (TWLO) at 3.41 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

TWLO

Software & Services industry group

3.41

Max
16.63
Q3
8.50
Median
4.30
TWLO
3.41
Q1
1.92
Min
-3.90
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Datadog (DDOG) vs. Twilio (TWLO): A comparison of their P/B ratio against the Software & Services industry group benchmark.

Valuation Metrics

Valuation metrics for Datadog (DDOG) and Twilio (TWLO)
MetricDDOGTWLO
P/E Ratio (TTM)248.6725.38
P/S Ratio (TTM)15.115.36
P/B Ratio (MRQ)13.713.41
Free Cash Flow Yield (TTM)1.65%3.45%