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.
DDOG
Datadog, Inc.
$277.22TechnologyDelayed quote: Oct 2, 2026, 4:00 PM EDT
LITE
Lumentum Holdings Inc.
$1,085.42TechnologyDelayed quote: Oct 2, 2026, 4:00 PM EDT
Total return — DDOG vs LITE
growth of $100 · dividends reinvested · last 7yDDOG +638.3% (+33.1%/yr)LITE +1757.0% (+51.8%/yr)LITE compounded faster over this window
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
| Metric | DDOG | LITE |
|---|---|---|
| P/E ratio | 561.63 | N/A |
| Forward P/E | N/A | 50.11 |
| P/S ratio | 24.88 | 28.02 |
| P/B ratio | 22.60 | 18.18 |
| EV / EBITDA | 1184.12 | 117.06 |
| FCF yield | 1.17% | N/A |
Profitability
| Metric | DDOG | LITE |
|---|---|---|
| Gross margin | 79.51% | 41.67% |
| Operating margin | 0.38% | 17.41% |
| Net margin | 4.48% | -230.10% |
| ROE | 4.07% | -149.34% |
| ROIC | 0.23% | 8.17% |
Growth (annualized)
| Metric | DDOG | LITE |
|---|---|---|
| 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.
Go deeper
Dig into the metrics
Datadog P/E ratioDatadog ROELumentum ROEDatadog operating marginLumentum operating marginDatadog revenue growthLumentum revenue growthDatadog free cash flowLumentum free cash flow
Datadog & Lumentum 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 3, 2026.