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 July 28, 2026. Differences are shown without an overall score or investment verdict.
DDOG
Datadog, Inc.
$250.88TechnologyDelayed quote: Jul 28, 2026, 4:00 PM EDT
NET
Cloudflare, Inc.
$264.15TechnologyDelayed quote: Jul 28, 2026, 3:59 PM EDT
Total return — DDOG vs NET
growth of $100 · dividends reinvested · last 7yDDOG +570.7%NET +1316.6%NET compounded faster
DDOG NET
DDOG vs NET: by the numbers
- •NET is the larger company ($93.76B vs $89.30B 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).
Metrics side by side
Valuation
| Metric | DDOG | NET |
|---|---|---|
| P/E ratio | 661.05 | N/A |
| Forward P/E | N/A | 221.77 |
| P/S ratio | 25.02 | 40.22 |
| P/B ratio | 23.03 | 61.35 |
| EV / EBITDA | 2453.04 | N/A |
| FCF yield | 1.18% | 0.38% |
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% | N/A |
| Total return CAGR (5Y) | 18.10% | 17.33% |
Frequently asked
- 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%.
- How have DDOG and NET total returns compared?
- Over the past 5 years, DDOG delivered 18.10% and NET delivered 17.33% annualized total return. 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 July 28, 2026.