CrowdStrike vs Datadog
CRWD and DDOG side by side, both in computer programming, data processing, and other computer related services. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How CRWD and DDOG compare
CrowdStrike is the larger company, worth 3.5 times as much as Datadog ($232B against $66.1B).
On earnings, Datadog is cheaper: it trades at 256× trailing earnings, against 3626× for CrowdStrike.
Datadog grew revenue faster over the last twelve months (33.2% versus 24.3% for CrowdStrike).
Datadog keeps more of each dollar of sales as profit, with a net margin of 6.1% compared with 1.1% at CrowdStrike.
Datadog scores higher on the StockData Score (13 against 12 for CrowdStrike), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | CRWD | DDOG |
|---|---|---|
| Size and price | ||
| Market cap | $232B | $66.1B |
| Share price | $226.61 | $184.16 |
| Change, 1 year | 66.1% | −3.5% |
| Change, 5 years | 252% | −4.4% |
| Beta (5Y) | 1.72 | 1.74 |
| Employees | 11K | 8,100 |
| StockData Score | ||
| Total score | 12 | 13 (better) |
| Valuation score | 0 | 1 (better) |
| Growth score | 4 (better) | 3 |
| Performance score | 3 | 3 |
| Health score | 5 | 6 (better) |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/E | 3626× | 256× (better) |
| P/S | 43.0× | 15.5× (better) |
| P/B | 45.5× | 14.0× (better) |
| EV/EBITDA | – | 371× |
| P/FCF | 144× | 53.9× (better) |
| FCF yield | 0.69% | 1.9% (better) |
| Fair value | – | $26.07 |
| Margin of safety | – | −606% |
| Growth | ||
| Revenue growth (TTM) | 24.3% | 33.2% (better) |
| Revenue growth, 5Y average | 40.6% | 41.5% (better) |
| Net income growth (TTM) | – | 145% |
| EPS growth (TTM) | – | 132% |
| Profitability | ||
| Gross margin | 75.2% | 79.6% (better) |
| Operating margin | −2.2% | 2.3% (better) |
| Net margin | 1.1% | 6.1% (better) |
| FCF margin | 29.8% (better) | 28.7% |
| Return on equity | 1.3% | 6.4% (better) |
| Return on invested capital | −65.8% | – |
| Financial health | ||
| Debt / equity | 0.15 (better) | 0.00 |
| Interest coverage | −4.5× | 7.9× (better) |
| Current ratio | 1.57 | 3.51 (better) |
| Altman Z-score | 20.74 (better) | 14.04 |
| Piotroski F-score | 4 | 5 (better) |
| Dividends and buybacks | ||
| Shareholder yield | 0.00% | 0.00% |
| Ownership | ||
| Held by institutions | 75.4% | 84.7% |
| Held by insiders | 3.1% | 6.9% |
| Insider net buying, 12 months | −$806M | −$789M (better) |
| Short interest, % of float | 2.2% | 3.2% |
Go deeper
- CRWD stock overview
- CRWD income statement
- CRWD valuation and score
- DDOG stock overview
- DDOG income statement
- DDOG valuation and score
Other comparisons
- CRWD vs GEN
- CRWD vs NET
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- CRWD vs PLTR
- CRWD vs S
- CRWD vs SNOW
- CRWD vs SSNC
- CRWD vs ZS
- DDOG vs DT
- DDOG vs NET
- DDOG vs PLTR
For information only, not investment advice. Check the source filings before relying on any figure.