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.
APP
AppLovin Corporation
$310.79TechnologyDelayed quote: Aug 19, 2026, 4:00 PM EDT
DDOG
Datadog, Inc.
$233.52TechnologyAt close: Aug 19, 2026, 4:00 PM ET
Total return — APP vs DDOG
growth of $100 · dividends reinvested · last 5yAPP +376.7% (+36.7%/yr)DDOG +150.4% (+20.2%/yr)APP compounded faster over this window
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
| Metric | APP | DDOG |
|---|---|---|
| P/E ratio | 23.89 | 473.10 |
| Forward P/E | 19.46 | N/A |
| P/S ratio | 15.38 | 21.68 |
| P/B ratio | 33.20 | 19.69 |
| EV / EBITDA | 19.45 | 1033.25 |
| FCF yield | 4.28% | 1.34% |
Profitability
| Metric | APP | DDOG |
|---|---|---|
| Gross margin | 88.46% | 79.51% |
| Operating margin | 77.44% | 0.38% |
| Net margin | 64.58% | 4.48% |
| ROE | 139.42% | 4.07% |
| ROIC | 63.79% | 0.23% |
Growth (annualized)
| Metric | APP | DDOG |
|---|---|---|
| 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.
Go deeper
Dig into the metrics
AppLovin P/E ratioDatadog P/E ratioAppLovin ROEDatadog ROEAppLovin operating marginDatadog operating marginAppLovin revenue growthDatadog revenue growthAppLovin free cash flowDatadog free cash flow
AppLovin & Datadog appear in these rankings
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.