Financials Datadog, Inc. London S.E.

Equities

0A3O

US23804L1035

Software

Market Closed - London S.E. 14:30:00 27/06/2024 BST After market 23:00:00
123.2 USD +9.42% Intraday chart for Datadog, Inc. 128.5 +4.31%

Valuation

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Capitalization 1 11,176 29,978 55,573 23,341 39,880 43,381 - -
Enterprise Value (EV) 1 10,403 29,037 54,754 22,192 38,039 40,800 39,897 38,537
P/E ratio -315 x -1,231 x -2,544 x -459 x 867 x 614 x 432 x 148 x
Yield - - - - - - - -
Capitalization / Revenue 30.8 x 49.7 x 54 x 13.9 x 18.7 x 16.6 x 13.5 x 10.5 x
EV / Revenue 28.7 x 48.1 x 53.2 x 13.2 x 17.9 x 15.6 x 12.4 x 9.34 x
EV / EBITDA 1,484 x 367 x 291 x 61.5 x 71.1 x 61.9 x 49 x 34.3 x
EV / FCF 13,151 x 349 x 219 x 57.9 x 60.2 x 59.5 x 46.4 x 32.3 x
FCF Yield 0.01% 0.29% 0.46% 1.73% 1.66% 1.68% 2.16% 3.1%
Price to Book 14.3 x 31.4 x 53.6 x 21.8 x 19.9 x 17.5 x 13.8 x 10.1 x
Nbr of stocks (in thousands) 295,830 304,532 312,016 317,560 328,554 334,499 - -
Reference price 2 37.78 98.44 178.1 73.50 121.4 129.7 129.7 129.7
Announcement Date 13/02/20 11/02/21 10/02/22 16/02/23 13/02/24 - - -
1USD in Million2USD
Estimates

Income Statement Evolution (Annual data)

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Net sales 1 362.8 603.5 1,029 1,675 2,128 2,618 3,213 4,125
EBITDA 1 7.009 79.05 188 360.9 534.7 659.6 814.4 1,124
EBIT 1 -5.361 63.6 165.1 326.3 490.2 597.7 743.2 991.2
Operating Margin -1.48% 10.54% 16.04% 19.48% 23.03% 22.84% 23.13% 24.03%
Earnings before Tax (EBT) 1 -15.98 -22.22 -18.42 -38.07 60.24 121.4 192.1 416.7
Net income 1 -16.71 -24.55 -20.74 -50.16 48.57 60.15 105.3 286.6
Net margin -4.61% -4.07% -2.02% -2.99% 2.28% 2.3% 3.28% 6.95%
EPS 2 -0.1200 -0.0800 -0.0700 -0.1600 0.1400 0.2111 0.3003 0.8775
Free Cash Flow 1 0.791 83.21 250.5 383.1 632.4 685.3 860.1 1,194
FCF margin 0.22% 13.79% 24.35% 22.87% 29.71% 26.18% 26.77% 28.93%
FCF Conversion (EBITDA) 11.29% 105.26% 133.26% 106.16% 118.26% 103.89% 105.6% 106.22%
FCF Conversion (Net income) - - - - 1,302.03% 1,139.29% 816.5% 416.51%
Dividend per Share 2 - - - - - - - -
Announcement Date 13/02/20 11/02/21 10/02/22 16/02/23 13/02/24 - - -
1USD in Million2USD
Estimates

Income Statement Evolution (Quarterly data)

Fiscal Period: December 2021 Q4 2022 Q1 2022 Q2 2022 Q3 2022 Q4 2023 Q1 2023 Q2 2023 Q3 2023 Q4 2024 Q1 2024 Q2 2024 Q3 2024 Q4 2025 Q1 2025 Q2
Net sales 1 326.2 363 406.1 436.5 469.4 481.7 509.5 547.5 589.6 611.3 624.5 664.3 713 740.8 765.3
EBITDA 1 77.49 91.07 92.79 84.15 92.9 96.64 117 142.4 178.7 177.4 153.4 158 171.5 185.7 190.4
EBIT 1 70.62 83.68 84.67 74.84 83.09 86.37 106.5 130.8 166.7 164.5 136.6 143 153.4 171.5 172.3
Operating Margin 21.65% 23.05% 20.85% 17.14% 17.7% 17.93% 20.9% 23.88% 28.26% 26.91% 21.87% 21.52% 21.52% 23.16% 22.51%
Earnings before Tax (EBT) 1 8.532 10.85 -0.011 -23.06 -25.85 -20.42 -0.908 24.3 57.27 46.18 22.02 29.39 35.58 22.26 31.84
Net income 1 7.169 9.738 -4.879 -25.98 -29.03 -24.09 -3.969 22.63 53.99 42.63 4.029 0.2281 3.1 14.65 11.77
Net margin 2.2% 2.68% -1.2% -5.95% -6.19% -5% -0.78% 4.13% 9.16% 6.97% 0.65% 0.03% 0.43% 1.98% 1.54%
EPS 2 0.0200 0.0300 -0.0200 -0.0800 -0.0900 -0.0800 -0.0100 0.0600 0.1500 0.1200 0.0302 0.0274 0.0339 0.0341 0.0170
Dividend per Share 2 - - - - - - - - - - - - - - -
Announcement Date 10/02/22 05/05/22 04/08/22 03/11/22 16/02/23 04/05/23 08/08/23 07/11/23 13/02/24 07/05/24 - - - - -
1USD in Million2USD
Estimates

Balance Sheet Analysis

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Net Debt 1 - - - - - - - -
Net Cash position 1 774 942 819 1,149 1,841 2,581 3,484 4,844
Leverage (Debt/EBITDA) - - - - - - - -
Free Cash Flow 1 0.79 83.2 251 383 632 685 860 1,194
ROE (net income / shareholders' equity) -4.73% 8.23% 16.7% 27.6% 27% 24.1% 21.5% 21.9%
ROA (Net income/ Total Assets) -2.74% 4.89% 7.81% 12.6% 13.4% 12.7% 12.5% 12%
Assets 1 608.9 -502.3 -265.6 -399.4 363.3 471.9 840.6 2,388
Book Value Per Share 2 2.640 3.130 3.320 3.360 6.110 7.400 9.370 12.90
Cash Flow per Share 2 0.1700 0.3600 0.9300 1.330 1.880 2.280 2.630 -
Capex 1 13.3 5.42 9.96 35.3 27.6 53.2 62.4 74.2
Capex / Sales 3.67% 0.9% 0.97% 2.11% 1.3% 2.03% 1.94% 1.8%
Announcement Date 13/02/20 11/02/21 10/02/22 16/02/23 13/02/24 - - -
1USD in Million2USD
Estimates

EPS & Dividend

Year-on-year evolution of the PER

Year-on-year evolution of the Yield

Change in Enterprise Value/EBITDA

Trading Rating
Investor Rating
ESG Refinitiv
More Ratings
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
42
Last Close Price
129.7 USD
Average target price
145.9 USD
Spread / Average Target
+12.48%
Consensus