AppLovin Corporation (APP) vs Datadog, Inc. (DDOG)

A side-by-side comparison of AppLovin Corporation and Datadog, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of August 19, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total returnAPP vs DDOG

growth of $100 · dividends reinvested · last 5y
APP +376.7% (+36.7%/yr)DDOG +150.4% (+20.2%/yr)APP compounded faster over this window
05001kStart $10020222023202420252026$477$250
APP DDOG

APP vs DDOG: by the numbers

  • APP is the larger company ($104.41B vs $83.12B market cap).
  • APP trades at the lower trailing earnings multiple (23.89 vs 473.10 P/E), one valuation lens rather than an overall verdict.
  • APP converts more revenue to profit (64.58% vs 4.48% net margin).
  • DDOG grew revenue faster over the past five years (39.01% vs 25.84% CAGR).

Metrics side by side

Valuation

MetricAPPDDOG
P/E ratio23.89473.10
Forward P/E19.46N/A
P/S ratio15.3821.68
P/B ratio33.2019.69
EV / EBITDA19.451033.25
FCF yield4.28%1.34%

Profitability

MetricAPPDDOG
Gross margin88.46%79.51%
Operating margin77.44%0.38%
Net margin64.58%4.48%
ROE139.42%4.07%
ROIC63.79%0.23%

Growth (annualized)

MetricAPPDDOG
Revenue CAGR (5Y)25.84%39.01%
EPS CAGR (5Y)73.54%N/A
FCF CAGR (5Y)73.58%54.31%
Total return CAGR (5Y)35.88%12.02%

Frequently asked

Which has the lower trailing P/E, APP or DDOG?
APP has the lower trailing P/E: APP trades at 23.89 and DDOG at 473.10. P/E is one valuation measure and does not by itself establish which business is cheaper.
Which has grown faster, APP or DDOG?
Over the past five years, DDOG grew revenue faster — APP at a 25.84% CAGR versus DDOG at 39.01%.
Is APP or DDOG more profitable?
APP runs the higher net margin — APP at 64.58% versus DDOG at 4.48%.
How have APP and DDOG total returns compared?
Over the past 5 years, APP delivered 35.88% and DDOG delivered 12.02% annualized total return. Past performance doesn't predict future results.

Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified August 19, 2026.