Datadog, Inc. (DDOG) vs Lumentum Holdings Inc. (LITE)

A side-by-side comparison of Datadog, Inc. and Lumentum Holdings Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of October 3, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total return — DDOG vs LITE

growth of $100 · dividends reinvested · last 7y
DDOG +638.3% (+33.1%/yr)LITE +1757.0% (+51.8%/yr)LITE compounded faster over this window
05001k2k2kStart $100202120232025$738$1,857
DDOG LITE

DDOG vs LITE: by the numbers

  • •DDOG is the larger company ($98.68B vs $84.45B market cap).
  • •DDOG is profitable (4.48% net margin) while LITE runs a net loss (-230.10%).
  • •DDOG grew revenue faster over the past five years (39.01% vs 11.33% CAGR).

Metrics side by side

Valuation

MetricDDOGLITE
P/E ratio561.63N/A
Forward P/EN/A50.11
P/S ratio24.8828.02
P/B ratio22.6018.18
EV / EBITDA1184.12117.06
FCF yield1.17%N/A

Profitability

MetricDDOGLITE
Gross margin79.51%41.67%
Operating margin0.38%17.41%
Net margin4.48%-230.10%
ROE4.07%-149.34%
ROIC0.23%8.17%

Growth (annualized)

MetricDDOGLITE
Revenue CAGR (5Y)39.01%11.33%
FCF CAGR (5Y)54.31%N/A
Total return CAGR (5Y)13.88%66.25%

Frequently asked

Which has grown faster, DDOG or LITE?
Over the past five years, DDOG grew revenue faster — DDOG at a 39.01% CAGR versus LITE at 11.33%.
Is DDOG or LITE more profitable?
DDOG runs the higher net margin — DDOG at 4.48% versus LITE at -230.10%.
How have DDOG and LITE total returns compared?
Over the past 5 years, DDOG delivered 13.88% and LITE delivered 66.25% 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 October 3, 2026.