Datadog, Inc. (DDOG) vs Cloudflare, Inc. (NET)
DDOG leads on 10 of 10 compared metrics.
A side-by-side comparison of Datadog, Inc. and Cloudflare, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of June 13, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).
Total return — DDOG vs NET
growth of $100 · last 7yDDOG +512.3%NET +1118.6%NET compounded faster
DDOG NET
DDOG vs NET: by the numbers
- •DDOG is the larger company ($81.84B vs $81.10B market cap).
- •DDOG is profitable (3.69% net margin) while NET runs a net loss (-3.72%).
- •DDOG grew revenue faster over the past five years (40.50% vs 37.27% CAGR).
Which is better, DDOG or NET?
Metric tally: DDOG 10 · NET 0It depends on what you're optimizing for:
GrowthDDOG(faster 5Y revenue CAGR)
QualityDDOG(higher ROIC)
Valuation
| Metric | DDOG | NET |
|---|---|---|
| P/E ratio | 603.41 | — |
| Forward P/E | — | 144.58 |
| P/S ratio | 22.84● | 34.60 |
| P/B ratio | 21.02● | 52.77 |
| EV / EBITDA | 370.62● | 603.02 |
| FCF yield | 1.29%● | 0.44% |
Profitability
| Metric | DDOG | NET |
|---|---|---|
| Gross margin | 79.89%● | 73.33% |
| Operating margin | -0.67%● | -9.27% |
| Net margin | 3.69%● | -3.72% |
| ROE | 3.40%● | -5.68% |
| ROIC | -0.74%● | -4.10% |
Growth (annualized)
| Metric | DDOG | NET |
|---|---|---|
| Revenue CAGR (5Y) | 40.50%● | 37.27% |
| FCF CAGR (5Y) | 58.38% | — |
| Total return CAGR (5Y) | 19.20% | 19.43% |
Frequently asked
- Which is better, DDOG or NET?
- It depends on your goal. growth: DDOG (faster 5Y revenue CAGR); quality: DDOG (higher ROIC). Across all compared metrics, DDOG leads 10 to 0.
- Which has grown faster, DDOG or NET?
- Over the past five years, DDOG grew revenue faster — DDOG at a 40.50% CAGR versus NET at 37.27%.
- Is DDOG or NET more profitable?
- DDOG runs the higher net margin — DDOG at 3.69% versus NET at -3.72%.
- Which has been the better investment, DDOG or NET?
- Over the past 5-year, NET delivered the higher annualized total return — DDOG at 19.20% versus NET at 19.43%. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Datadog P/E ratioCloudflare P/E ratioDatadog dividend yieldCloudflare dividend yieldDatadog ROECloudflare ROEDatadog operating marginCloudflare operating marginDatadog revenue growthCloudflare revenue growthDatadog free cash flowCloudflare free cash flow
Datadog & Cloudflare 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 June 13, 2026.