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 October 4, 2026. Differences are shown without an overall score or investment verdict.
APP
AppLovin Corporation
$268.22TechnologyDelayed quote: Oct 2, 2026, 4:00 PM EDT
DDOG
Datadog, Inc.
$277.22TechnologyDelayed quote: Oct 2, 2026, 4:00 PM EDT
Total return — APP vs DDOG
growth of $100 · dividends reinvested · last 5yAPP +311.4% (+32.7%/yr)DDOG +197.3% (+24.3%/yr)APP compounded faster over this window
APP DDOG
APP vs DDOG: by the numbers
- •DDOG is the larger company ($98.68B vs $90.11B market cap).
- •APP trades at the lower trailing earnings multiple (20.62 vs 561.63 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 | 20.62 | 561.63 |
| Forward P/E | 17.02 | N/A |
| P/S ratio | 13.19 | 24.88 |
| P/B ratio | 28.49 | 22.60 |
| EV / EBITDA | 16.70 | 1184.12 |
| FCF yield | 4.99% | 1.17% |
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% |
| FCF CAGR (5Y) | 73.58% | 54.31% |
| Total return CAGR (5Y) | 29.09% | 13.88% |
Frequently asked
- Which has the lower trailing P/E, APP or DDOG?
- APP has the lower trailing P/E: APP trades at 20.62 and DDOG at 561.63. 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 29.09% and DDOG delivered 13.88% 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 October 4, 2026.