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Últimos 20 reportes · 10-K · 10-K/A · 10-Q · 8-K · Fuente: SEC EDGAR
Accede al análisis completo con tu suscripción
SEC CIK: 0001561550
Datadog is the AI-powered observability and security platform for cloud applications. Our SaaS platform integrates and automates infrastructure monitoring, application performance monitoring, log management, user experience monitoring, cloud security, service management, and many other capabilities to provide unified, real-time observability and security for our customers’ entire technology stack. Datadog is used by organizations of all sizes and across a wide range of industries to enable digital transformation and cloud migration, drive collaboration among development, operations, security and business teams, accelerate time to market for applications, reduce time to problem resolution, secure applications and infrastructure, understand user behavior, and track key business metrics. Software applications are transforming how organizations engage with customers and operate their businesses. Companies across all industries are re-platforming their businesses to cloud native or hybrid on-premise and cloud infrastructures to enable this digital transformation. And they are increasingly adopting AI capabilities as part of this transformation.
Ver másPrecio actual · USD
$224.18
Consenso de Analistas
Precio Objetivo — 12 meses
$158.00
Mínimo
-29.5%
$300.00
Mediana
+33.8%
$295.12
Promedio
+31.6%
$350.00
Máximo
+56.1%
P/E LTM
448.36
Margen Neto
4.5%
Current Ratio
3.20x
P/FCF
77.57x
Debt / Equity Ratio
0.23x
Rule of 40 (12 meses, capex incl. software)
58.6%
Crecimiento Ingresos interanual
31.5%
Gross Margin
79.5%
| Métrica | LTM jun 26 | 2025 | 2024 | 2023 | 🔒Premium | 🔒Premium | 🔒Premium | 🔒Premium | 🔒Premium | 🔒Premium |
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| INGRESOS Y MÁRGENES | ||||||||||
| Ingresos Totales | 3.967B | 3.427B | 2.684B | 2.128B | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Crecimiento Ingresos interanual | 31.5% | 27.7% | 26.1% | 27.1% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Cost of Revenue | 812.692M | 686.957M | 515.531M | 409.908M | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Gross Profit | 3.154B | 2.740B | 2.169B | 1.718B | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Gross Margin | 79.5% | 80.0% | 80.8% | 80.7% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| GASTOS OPERATIVOS | ||||||||||
| Research & Development | 1.733B | 1.548B | 1.153B | 962.447M | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Sales & Marketing | 1.094B | 956.423M | 756.605M | 609.276M | 🔒 | 🔒 | 🔒 | |||
| STOCK-BASED COMPENSATION | ||||||||||
| Stock-Based Compensation | 823.037M | 750.671M | 570.336M | 482.300M | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| SBC / Revenue | 20.8% | 21.9% | 21.3% | 22.7% | 🔒 | 🔒 | 🔒 | |||
| RESULTADO NETO | ||||||||||
| Pretax Income | 199.800M | 127.021M | 203.940M | 60.235M | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Interest Expense | 11.395M | 11.059M | 7.068M | 6.302M | 🔒 | 🔒 | 🔒 | |||
| KPI SAAS — BACKLOG / DEFERRED REVENUE | ||||||||||
| RPO (Backlog futuro) | 3.471B | 3.461B | 2.273B | 1.839B | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Deferred Revenue | 1.338B | 1.262B | 984.546M | 786.945M | 🔒 | 🔒 | 🔒 | |||
| LIQUIDEZ Y CIRCULANTE | ||||||||||
| Cash & Equivalentes | 434.957M | 401.305M | 1.247B | 330.339M | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Short-term Investments | 4.550B | 4.074B | 2.942B | 2.253B | 🔒 | 🔒 | 🔒 | |||
| BALANCE — ACTIVOS | ||||||||||
| PP&E Neto | 409.634M | 338.093M | 226.970M | 171.872M | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Goodwill | 706.721M | 530.568M | 360.381M | 352.694M | 🔒 | 🔒 | 🔒 | |||
| CAPITAL Y DEUDA | ||||||||||
| Deuda Largo Plazo | 985.545M | 983.449M | 979.282M | 742.235M | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Deuda Corto Plazo | — | 0.00 | 634.023M | 0.00 | 🔒 | 🔒 | 🔒 | |||
| FLUJO DE CAJA Y CAPEX | ||||||||||
| Cash Flow Operativo (CFO) | 1.229B | 1.050B | 870.603M | 659.954M | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Capex (incl. software capitalizado) | 156.265M | 135.418M | 95.500M | 62.406M | 🔒 | 🔒 | 🔒 | |||
| RATIOS | ||||||||||
| Margen Neto | 4.5% | 3.1% | 6.8% | 2.3% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Current Ratio | 3.20x | 3.38x | 2.64x | 3.17x | 🔒 | 🔒 | 🔒 | |||
Cifras en miles de millones (B) · Fuente: SEC/EDGAR
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| General & Administrative | 310.082M | 279.700M | 205.152M | 180.192M | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Total OpEx | 3.138B | 2.785B | 2.114B | 1.752B | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Depreciación & Amort. | 62.000M | 49.200M | 48.500M | 35.600M | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Operating Income | 16.329M | -44.373M | 54.284M | -33.464M | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Operating Margin | 0.4% | -1.3% | 2.0% | -1.6% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| EBITDA | 78.329M | 4.827M | 102.784M | 2.136M | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
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| Tax Expense | 22.216M | 19.280M | 20.194M | 11.667M | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Beneficio Neto | 177.584M | 107.741M | 183.746M | 48.568M | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Margen Neto | 4.5% | 3.1% | 6.8% | 2.3% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| EPS Diluido | 0.50 | 0.31 | 0.52 | 0.14 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| EPS Básico | 0.50 | 0.31 | 0.55 | 0.15 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
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| Caja + inversiones a corto | 4.985B | 4.475B | 4.189B | 2.583B | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Activo Corriente | 6.009B | 5.382B | 4.911B | 3.178B | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Pasivo Corriente | 1.875B | 1.591B | 1.863B | 1.003B | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Working Capital | 4.134B | 3.791B | 3.048B | 2.175B | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
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| Intangibles | 23.157M | 14.968M | 3.711M | 9.617M | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Activo Total | 7.548B | 6.644B | 5.785B | 3.936B | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Pasivo Total | 3.181B | 2.912B | 3.071B | 1.911B | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
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| Deuda Total (sin arrendamientos) | 985.545M | 983.449M | 1.613B | 742.235M | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Net Debt | -4.000B | -3.491B | -2.576B | -1.841B | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Patrimonio Neto | 4.367B | 3.732B | 2.714B | 2.025B | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Acciones diluidas (media ponderada) | 371.023M | 363.472M | 358.636M | 350.292M | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Valor contable por acción | 11.77 | 10.27 | 7.57 | 5.78 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
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| Free Cash Flow (FCF) | 1.073B | 914.717M | 775.103M | 597.548M | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| FCF por acción | 2.89 | 2.52 | 2.16 | 1.71 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Adquisiciones (Business) | 113.202M | 117.982M | 7.131M | 12.498M | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
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| Debt / Equity Ratio | 0.23x | 0.26x | 0.59x | 0.37x | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Rule of 40 (12 meses, capex incl. software) | 58.6% | 54.4% | 55.0% | 55.1% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Crecimiento Ingresos interanual | 31.5% | 27.7% | 26.1% | 27.1% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Gross Margin | 79.5% | 80.0% | 80.8% | 80.7% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Operating Margin | 0.4% | -1.3% | 2.0% | -1.6% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| EBITDA Margin | 2.0% | 0.1% | 3.8% | 0.1% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| FCF Margin (12 meses, capex incl. software) | 27.0% | 26.7% | 28.9% | 28.1% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| R&D / Revenue | 43.7% | 45.2% | 42.9% | 45.2% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| S&M / Revenue | 27.6% | 27.9% | 28.2% | 28.6% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| G&A / Revenue | 7.8% | 8.2% | 7.6% | 8.5% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| SBC / Revenue | 20.8% | 21.9% | 21.3% | 22.7% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Capex / Ingresos (incl. software) | 3.9% | 4.0% | 3.6% | 2.9% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| RPO / Revenue (12 meses) | 0.88x | 1.01x | 0.85x | 0.86x | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| ROE (patrimonio medio 12 meses) | 4.7% | 3.3% | 7.8% | 2.8% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| ROA (activo medio 12 meses) | 2.7% | 1.7% | 3.8% | 1.4% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Effective Tax Rate (12 meses) | 11.1% | 15.2% | 9.9% | 19.4% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Interest Coverage (12 meses) | 1.43x | -4.01x | 7.68x | -5.31x | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Coste medio de la deuda (12 meses) | 1.2% | 1.1% | 0.4% | 0.8% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |
| Retorno al accionista / FCF (12 meses, capex incl. software) | 0.0% | 0.0% | 0.0% | 0.0% | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 | 🔒 |