SequelSEC

Datadog, Inc. DDOG

Services-Prepackaged Software · CIK 0001561550 · Fiscal year ends 1231

AnnualQuarterlyTTM
Revenue
$1.12B
Fiscal year ended 2026-06-30
Operating income
$5.46M
Fiscal year ended 2026-06-30
Free cash flow
$305.98M
Fiscal year ended 2026-06-30

Valuation, from the filing

Public float$43.00BMarket value of stock held by non-affiliates, as stated on the cover page for 2025-06-30
Float / net income399.1×A lower bound on the multiple, because affiliate holdings are excluded.
Float / revenue12.5×A lower bound on the multiple, because affiliate holdings are excluded.
Float / equity11.5×A lower bound on the multiple, because affiliate holdings are excluded.

Every figure here is drawn from the 10-K cover page and the statements behind it, so each one traces to a filing. Public float counts only stock held by non-affiliates, which makes these floors rather than estimates: a high multiple is conclusive, a low one may mean cheap or may mean closely held. The float was measured on 2025-06-30, not today, and each multiple below it uses the figures for the fiscal year ending 2025-12-31 — the year that filing covered.

Valuation over time

399.1× earnings today, against a median of 399.1× across 3 years on record. In line with its own history.

Float measuredPublic floatFloat / net income
2025-06-30$43.00B399.1×
2024-06-30$39.20B213.3×
2023-06-30$29.30B603.3×

Each float is paired with the fiscal year the filing that stated it covers. Only years where the company reported positive net income appear, because a multiple against a loss is not a multiple.

How this compares in its industry

Percentile among the Services-Prepackaged Software filers on this site, highest value first. A high percentile means a large figure, which is good for a margin and not for leverage — the ranking says where the company sits, not whether that is where it should be.

MeasureReportedPercentile
FCF margin29.2%85th
Current ratio3.38x84th
R&D / revenue45.2%83th
Revenue YoY growth27.7%82th
SBC / revenue21.9%81th
Gross margin80.0%80th
Net margin3.1%67th
CapEx / revenue1.4%66th
Effective tax rate15.2%39th
Operating margin-1.3%56th

Datadog, Inc. (DDOG) reported revenue of $1.12B and net income of $44.56M for the fiscal year ended 2026-06-30. This page shows 10 annual periods of income statement, balance sheet and cash flow figures normalized from Datadog, Inc.’s SEC filings, each linked to the filing it came from. It is classified by the SEC under Services-Prepackaged Software.

Income

Datadog, Inc. income by fiscal year, in US dollars, normalized from SEC filings.
Metric2026-06-302026-03-312025-12-312025-09-302025-06-302025-03-312024-12-312024-09-302024-06-302024-03-31
Revenue$1.12B$1.01B$953.19M$885.65M$826.76M$761.55M$737.73M$690.02M$645.28M$611.25M
Cost of revenue$240.11M$209.23M$186.89M$176.46M$165.98M$157.63M$144.18M$137.76M$123.50M$110.10M
Gross profit$881.34M$797.20M$766.30M$709.19M$660.78M$603.92M$593.55M$552.26M$521.78M$501.16M
Operating income$5.46M$7.33M$9.36M-$5.81M-$35.50M-$12.42M$9.39M$20.28M$12.62M$12.00M
Net income$44.56M$52.57M$46.57M$33.88M$2.65M$24.64M$45.59M$51.70M$43.82M$42.63M
Research & development$477.97M$435.30M$417.93M$401.98M$387.48M$341.06M$316.31M$291.80M$274.60M$269.99M
Weighted-average diluted sharesshares 371.02Mshares 364.73MUnavailableshares 362.00Mshares 358.72Mshares 363.08MUnavailableshares 357.64Mshares 356.74Mshares 355.98M
Pretax income$51.73M$58.93M$53.47M$35.67M$6.09M$31.80M$53.83M$56.14M$47.79M$46.18M
Income tax expense$7.18M$6.36M$6.90M$1.78M$3.44M$7.15M$8.23M$4.44M$3.97M$3.55M
Diluted EPS$0.12$0.15Unavailable$0.10$0.01$0.07Unavailable$0.14$0.12$0.12
Selling, general & administrative$397.92M$354.57M$339.02M$313.02M$308.80M$275.28M$267.84M$240.18M$234.56M$219.17M
General & administrative$86.40M$74.75M$74.64M$74.29M$69.77M$60.99M$59.90M$52.41M$47.56M$45.29M
Selling & marketing$311.52M$279.82M$264.38M$238.73M$239.03M$214.29M$207.95M$187.77M$187.00M$173.88M

Balance

Datadog, Inc. balance by fiscal year, in US dollars, normalized from SEC filings.
Metric2026-06-302026-03-312025-12-312025-09-302025-06-302025-03-312024-12-312024-09-302024-06-302024-03-31
Cash & equivalents$434.96M$426.36M$401.30M$540.60M$489.03M$1.08B$1.25B$337.42M$410.96M$282.22M
Total assets$7.55B$6.95B$6.64B$6.05B$5.82B$6.01B$5.79B$4.63B$4.41B$4.14B
Current assets$6.01B$5.63B$5.38B$4.84B$4.64B$5.08B$4.91B$3.79B$3.59B$3.33B
Total liabilities$3.18B$2.96B$2.91B$2.61B$2.63B$3.09B$3.07B$2.00B$2.01B$1.94B
Current liabilities$1.87B$1.66B$1.59B$1.32B$1.35B$1.85B$1.86B$1.78B$1.79B$972.79M
Total equity incl. NCI$4.37B$3.99B$3.73B$3.44B$3.20B$2.92B$2.71B$2.63B$2.41B$2.20B
Temporary (mezzanine) equityUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailable
InventoryUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailable
Accounts receivable$827.34M$680.43M$741.26M$549.65M$604.17M$490.17M$598.92M$487.06M$533.29M$451.06M
Goodwill$706.72M$540.54M$530.57M$530.04M$530.98M$361.74M$360.38M$352.87M$350.86M$351.44M
Long-term debtUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailable
Accounts payable$313.53M$174.80M$148.79M$135.24M$198.77M$98.44M$107.73M$92.00M$115.99M$64.32M

Cash flow

Datadog, Inc. cash flow by fiscal year, in US dollars, normalized from SEC filings.
Metric2026-06-302026-03-312025-12-312025-09-302025-06-302025-03-312024-12-312024-09-302024-06-302024-03-31
Operating cash flow$315.87M$334.62M$327.07M$251.47M$200.06M$271.54M$265.23M$228.68M$164.42M$212.27M
Capital expenditures$9.89M$11.36M$8.89M$16.79M$15.15M$8.75M$7.76M$8.38M$4.42M$14.16M
Investing cash flow-$349.88M-$314.80M-$497.85M-$202.15M-$191.07M-$443.41M-$109.36M-$306.56M-$59.71M-$261.21M
Financing cash flow$41.82M$9.71M$30.05M$1.27M-$605.45M$1.65M$759.42M$1.23M$24.24M$2.19M
Net change in cash$8.60M$25.06M-$139.30M$51.57M-$590.82M-$167.13M$909.56M-$73.54M$128.74M-$48.12M
Stock-based compensation$220.25M$196.84M$205.39M$200.56M$180.46M$164.26M$158.46M$142.19M$134.65M$135.03M
Common dividends paidUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailable
Common share repurchasesUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailable
Depreciation & amortization$17.80M$16.30M$14.60M$13.30M$11.10M$10.10M$15.71M$12.40M$10.90M$10.70M

Derived

Datadog, Inc. derived by fiscal year, in US dollars, normalized from SEC filings.
Metric2026-06-302026-03-312025-12-312025-09-302025-06-302025-03-312024-12-312024-09-302024-06-302024-03-31
Free cash flow$305.98M$323.26M$318.18M$234.68M$184.90M$262.79M$257.47M$220.30M$160.01M$198.11M
Gross margin78.6%79.2%80.4%80.1%79.9%79.3%80.5%80.0%80.9%82.0%
Operating margin0.5%0.7%1.0%-0.7%-4.3%-1.6%1.3%2.9%2.0%2.0%
FCF margin27.3%32.1%33.4%26.5%22.4%34.5%34.9%31.9%24.8%32.4%
SBC / revenue19.6%19.6%21.5%22.6%21.8%21.6%21.5%20.6%20.9%22.1%
Current ratio3.20x3.40x3.38x3.66x3.43x2.74x2.64x2.13x2.01x3.43x
Revenue YoY growth35.6%32.2%29.2%28.4%28.1%24.6%25.1%26.0%26.7%26.9%
Net margin4.0%5.2%4.9%3.8%0.3%3.2%6.2%7.5%6.8%7.0%
R&D / revenue42.6%43.3%43.8%45.4%46.9%44.8%42.9%42.3%42.6%44.2%
CapEx / revenue0.9%1.1%0.9%1.9%1.8%1.1%1.1%1.2%0.7%2.3%
Long-term debt / equityUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailable
Effective tax rate13.9%10.8%12.9%5.0%56.5%22.5%15.3%7.9%8.3%7.7%

Amounts are abbreviated; the exact reported value is carried in each cell. — means unavailable, not zero. Open DDOG in the interactive workspace to inspect any figure back to its filing.

Source filings

10-Q · Filed 2026-08-06View SEC filing
10-Q · Filed 2026-05-07View SEC filing
10-K · Filed 2026-02-18View SEC filing
10-Q · Filed 2025-11-07View SEC filing
10-Q · Filed 2025-08-08View SEC filing
10-Q · Filed 2025-05-07View SEC filing

Companies in the same industry

Every accounting identity this site checks — the balance sheet, the gross profit bridge and the cash flow statement — reconciles in every period shown.