Datadog, Inc. (DDOG) vs Cloudflare, Inc. (NET)
A side-by-side comparison of Datadog, Inc. and Cloudflare, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of September 13, 2026. Differences are shown without an overall score or investment verdict.
DDOG
Datadog, Inc.
$268.70TechnologyDelayed quote: Sep 28, 2026, 4:00 PM EDT
NET
Cloudflare, Inc.
$354.21TechnologyDelayed quote: Sep 28, 2026, 4:00 PM EDT
Total return — DDOG vs NET
growth of $100 · dividends reinvested · last 7yDDOG +489.1% (+28.8%/yr)NET +1534.8% (+49.1%/yr)NET compounded faster over this window
DDOG NET
DDOG vs NET: by the numbers
- •NET is the larger company ($125.72B vs $95.65B market cap).
- •DDOG is profitable (4.48% net margin) while NET runs a net loss (-8.21%).
- •DDOG grew revenue faster over the past five years (39.01% vs 36.49% CAGR).
Metrics side by side
Valuation
| Metric | DDOG | NET |
|---|---|---|
| P/E ratio | 544.37 | N/A |
| Forward P/E | N/A | 280.80 |
| P/S ratio | 24.11 | 50.04 |
| P/B ratio | 21.90 | 77.61 |
| EV / EBITDA | 1148.04 | N/A |
| FCF yield | 1.21% | 0.30% |
Profitability
| Metric | DDOG | NET |
|---|---|---|
| Gross margin | 79.51% | 72.58% |
| Operating margin | 0.38% | -14.11% |
| Net margin | 4.48% | -8.21% |
| ROE | 4.07% | -12.73% |
| ROIC | 0.23% | -6.90% |
Growth (annualized)
| Metric | DDOG | NET |
|---|---|---|
| Revenue CAGR (5Y) | 39.01% | 36.49% |
| FCF CAGR (5Y) | 54.31% | N/A |
| Total return CAGR (5Y) | 10.03% | 19.17% |
Frequently asked
- Which has grown faster, DDOG or NET?
- Over the past five years, DDOG grew revenue faster — DDOG at a 39.01% CAGR versus NET at 36.49%.
- Is DDOG or NET more profitable?
- DDOG runs the higher net margin — DDOG at 4.48% versus NET at -8.21%.
- How have DDOG and NET total returns compared?
- Over the past 5 years, DDOG delivered 10.03% and NET delivered 19.17% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Datadog P/E ratioDatadog 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 September 13, 2026.