CRWV vs DDOG vs MSFT Stock Comparison

CoreWeave, Datadog and Microsoft Prices as of Oct 27, 2026 Peers: Industry group
CRWV CoreWeave, Inc.
$59.57 -32.0% 1M -56.2% 1Y
Market cap
$32.82B
P/E
–
Revenue (TTM)
$7.59B
Div. yield
–
Cloud Platforms Technology
2 wins
DDOG Datadog, Inc.
$280.82 +4.7% 1M +78.2% 1Y
Market cap
$100.80B
P/E
563.4x
Revenue (TTM)
$3.97B
Div. yield
–
IT Operations Software Technology
2 wins
MSFT Microsoft Corp
$531.33 +2.9% 1M 0.0% 1Y
Market cap
$3.95T
P/E
29.5x
Revenue (TTM)
$331.84B
Div. yield
0.69%
Cloud Platforms Technology
7 wins

Head to Head

11 decided of 12

Microsoft leads on 7 of the 12 questions below (Microsoft 7, CoreWeave 2, Datadog 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionCRWVDDOGMSFTLeader
Larger companyMarket capitalisation $32.82B $100.80B $3.95T MSFT
Cheaper on earningsLower P/E, profitable companies only -17.0x 563.4x 29.5x MSFT
Cheaper on forward earningsLower price / next fiscal year consensus EPS — 103.2x 26.1x MSFT
Faster revenue growthRevenue growth, trailing twelve months +115.3% +31.5% +17.8% CRWV
More profitableNet margin, trailing twelve months -25.4% 4.5% 40.3% MSFT
Better return on capitalReturn on invested capital -1.2% — 26.7% MSFT
Less leveragedLower net debt / EBITDA -0.5x — -0.2x CRWV
Higher dividend yieldTrailing dividend yield — — 0.69% –
Better 1-year returnPrice return, last 12 months -56.2% +78.2% 0.0% DDOG
Better 5-year returnAnnualised price return, 5 years — +11.8%/yr +10.4%/yr DDOG
Less volatileAnnualised volatility, 1 year 95.9% 69.0% 32.7% MSFT
Higher overall scoreMean of the five percentile scores vs peers 48/100 65/100 79/100 MSFT

Percentile Scorecard

CRWVDDOGMSFT

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisCRWVDDOGMSFT
Valuation 62 #15 of 38 31 #86 of 124 57 #17 of 38
Growth 60 #15 of 36 90 #12 of 113 77 #9 of 36
Profitability 52 #17 of 34 77 #26 of 109 97 #2 of 34
Financial Health 38 #24 of 38 76 #31 of 127 84 #7 of 38
Shareholder Returns 30 #15 of 21 53 #31 of 65 80 #5 of 21
Overall 48 65 79
  • CRWV ranked among 39 companies in Cloud Computing
  • DDOG ranked among 137 companies in Infrastructure Software
  • MSFT ranked among 39 companies in Cloud Computing

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodCRWVDDOGMSFTSPY
1 month -32.0%+4.7%+2.9% -0.2%
3 months -11.5%+11.9%+35.1% +3.9%
6 months -43.6%+113.5%+23.8% +8.2%
Year to date -16.8%+106.5%+9.9% +12.9%
1 year -56.2%+78.2%0.0% +12.3%
3 years —+243.8%+61.1% +87.4%
3 years, per year —+51.0%+17.2% +23.3%
5 years —+74.4%+63.8% +67.9%
5 years, per year —+11.8%+10.4% +10.9%
10 years ——+784.1% +261.1%
10 years, per year ——+24.4% +13.7%

Risk

MeasureCRWVDDOGMSFTSPY
Volatility, 1Y 95.9%69.0%32.7% 12.7%
Downside volatility, 1Y 92.1%59.7%30.8% 12.7%
Beta vs S&P 500, 1Y 3.651.281.00 1.00
Return / volatility, 1Y -0.591.130.00 0.97
Max drawdown, 5Y -70.5%-68.1%-37.6% -25.4%
From 52-week high -57.4%-4.2%-2.2% -1.2%
52-week high $139.93$293.26$543.45 $779.14
52-week low $54.24$102.61$352.83 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleCRWVDDOGMSFT
P/E now vs peer median -17.0xmedian 29.5x 563.4xmedian 38.6x 29.5xmedian 29.5x
P/S now vs peer median 4.3xmedian 4.5x 25.4xmedian 4.4x 11.9xmedian 4.5x
EV/EBITDA now vs peer median 8.0xmedian 23.9x 584.8xmedian 34.5x 19.7xmedian 23.9x
P/FCF now vs peer median -2.4xmedian 15.0x 85.3xmedian 29.4x 58.9xmedian 15.0x
P/B now vs peer median 6.5xmedian 4.3x 23.1xmedian 3.3x 8.9xmedian 4.3x
PEG now vs peer median —median 0.38 9.92median 1.28 1.29median 0.38

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsCRWVDDOGMSFT
Revenue $7.59B $3.97B $331.84B
Gross profit $5.12B $3.15B $225.47B
Operating income -$230.74M $16.33M $155.24B
Net income -$1.93B $177.58M $133.75B
Free cash flow -$13.66B $1.18B $66.99B
R&D – $1.73B $35.56B
EPS (diluted) $-3.50 $0.48 $17.95
Cash & equivalents $5.52B $434.96M $20.94B
Total debt $3.66B – $40.29B
Shares (diluted) 551.00M 371.02M 7.45B
Enterprise value $19.92B $82.44B $3.87T

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricCRWVDDOGMSFT
P/E -17.0x 563.4x 29.5x
P/FCF -2.4x 85.3x 58.9x
P/Operating cash flow 4.7x 82.0x 21.6x
P/S 4.3x 25.4x 11.9x
P/B 6.5x 23.1x 8.9x
P/Tangible book 6.9x 23.2x 9.3x
EV/EBITDA 8.0x 584.8x 19.7x
EV/EBIT -134.1x 5,868x 25.2x
EV/Revenue 4.1x 24.2x 11.8x
EV/FCF -2.3x 81.1x 58.4x
EV/Operating cash flow 4.5x 78.0x 21.4x
PEG (3Y EPS CAGR) – 9.92 1.29

Growth

14 metrics
MetricCRWVDDOGMSFT
Revenue growth (1Y) 115.3% 31.5% 17.8%
Revenue CAGR (3Y) – 27.9% 16.1%
Gross profit growth (1Y) 94.9% 30.8% 16.3%
Gross profit CAGR (3Y) – 28.0% 15.6%
Operating income growth (1Y) -204.2% 189.5% 20.8%
Operating income CAGR (3Y) – 28.7% 20.6%
Net income growth (1Y) -89.8% 42.5% 31.3%
Net income CAGR (3Y) – 60.5% 22.7%
EPS growth (1Y) -50.8% 37.8% 31.6%
EPS CAGR (3Y) – 56.8% 22.8%
Operating cash flow growth (1Y) 983.6% 27.3% 34.4%
Operating cash flow CAGR (3Y) – 36.3% 27.8%
Free cash flow growth (1Y) -72.1% 27.7% -6.5%
Free cash flow CAGR (3Y) – 37.6% 4.0%

Profitability

14 metrics
MetricCRWVDDOGMSFT
Gross margin 67.4% 79.5% 67.9%
EBITDA margin 51.2% 4.1% 59.9%
Operating margin -3.0% 0.4% 46.8%
Pretax margin -25.3% 5.0% 50.0%
Net margin -25.4% 4.5% 40.3%
FCF margin -179.9% 29.8% 20.2%
Operating cash flow margin 91.1% 31.0% 55.1%
Return on equity -39.4% 4.2% 31.2%
Return on assets -2.9% 2.4% 18.4%
Return on invested capital -1.2% – 26.7%
Return on capital employed -0.5% 0.3% 27.8%
Asset turnover 0.1x 0.5x 0.5x
Cash conversion (OCF / net income) -3.6x 6.9x 1.4x
Stock comp / revenue 8.2% 20.7% 3.7%

Financial Health

11 metrics
MetricCRWVDDOGMSFT
Debt / assets 4.8% – 5.3%
Debt / equity 0.7x – 0.1x
Net debt / EBITDA -0.5x – -0.2x
Debt / FCF -0.3x – 0.6x
Liabilities / assets 93.5% 42.1% 41.7%
Equity / assets 6.5% 57.9% 58.3%
Interest coverage – 1.4x 50.9x
Current ratio 0.5x 3.2x 1.2x
Quick ratio 0.4x 3.2x 0.9x
Cash ratio 0.3x 2.7x 0.5x
Altman Z-score 0.11 20.25 9.27

Shareholder Returns

7 metrics
MetricCRWVDDOGMSFT
Dividend yield – – 0.7%
Net buyback yield -9.1% -0.1% 0.5%
Shareholder yield -9.1% -0.1% 1.2%
Payout ratio (earnings) – – 19.8%
Payout ratio (FCF) – – 39.5%
Dividend growth (1Y) – – 9.8%
Dividend CAGR (3Y) – – 10.1%

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusCRWVDDOGMSFT
Forward P/E – 103.2xFY2026 26.1xFY2027
EPS, next fiscal year $-3.88FY2026 $2.72FY2026 $20.39FY2027
EPS growth, next FY – +32.7%FY2026 +18.0%FY2027
EPS growth, the year after – +1.8% +11.6%
Revenue, next fiscal year $13.22BFY2026 $4.18BFY2026 $402.39BFY2027
Revenue growth, next FY +157.7%FY2026 +21.7%FY2026 +21.3%FY2027
Revenue growth, the year after +113.8% +24.9% +12.9%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersCRWVDDOGMSFT
Held by institutions 87.2% 90.4% 73.9%
Institutions holding 962 1,265 6,229
Change in shares held, QoQ +27.1% +6.1% +3.3%
Institutions buying 690 738 3,433
Institutions selling 171 432 2,426
Buyers to sellers 4.04 1.71 1.42

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

CRWVDDOGMSFT
CRWV 1.00 0.14 0.28
DDOG 0.14 1.00 0.36
MSFT 0.28 0.36 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, CRWV, DDOG and MSFT?

Microsoft (MSFT) is the largest by market capitalisation: CoreWeave (CRWV) $32.82B, Datadog (DDOG) $100.80B, Microsoft (MSFT) $3.95T.

Which stock is cheaper, CRWV, DDOG and MSFT?

Microsoft (MSFT) trades on the lowest price-to-earnings ratio (CoreWeave (CRWV) -17.0x, Datadog (DDOG) 563.4x, Microsoft (MSFT) 29.5x). On next year's consensus earnings, Microsoft (MSFT) is cheapest (Datadog (DDOG) 103.2x, Microsoft (MSFT) 26.1x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

CoreWeave (CRWV) grew revenue fastest over the trailing twelve months: CoreWeave (CRWV) +115.3%, Datadog (DDOG) +31.5%, Microsoft (MSFT) +17.8%.

Which company is more profitable?

Microsoft (MSFT) has the highest net margin (CoreWeave (CRWV) -25.4%, Datadog (DDOG) 4.5%, Microsoft (MSFT) 40.3%). On return on invested capital, Microsoft (MSFT) leads (CoreWeave (CRWV) -1.2%, Microsoft (MSFT) 26.7%).

Which stock has performed better?

Over the past year Datadog (DDOG) returned the most: CoreWeave (CRWV) -56.2%, Datadog (DDOG) +78.2%, Microsoft (MSFT) 0.0%. Over five years, Datadog (DDOG) compounded fastest (Datadog (DDOG) +11.8%/yr, Microsoft (MSFT) +10.4%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: Microsoft (MSFT) 0.69%. CoreWeave (CRWV) and Datadog (DDOG) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Microsoft (MSFT) has been the steadiest (CoreWeave (CRWV) 95.9%, Datadog (DDOG) 69.0%, Microsoft (MSFT) 32.7%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, CRWV, DDOG and MSFT?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Microsoft (MSFT) leads on 7. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.