DDOG vs CSCO vs AVPT Stock Comparison

Datadog, Cisco Systems and AvePoint Prices as of Oct 26, 2026 Peers: Industry group
DDOG Datadog, Inc.
$280.24 +4.5% 1M +79.1% 1Y
Market cap
$99.03B
P/E
557.7x
Revenue (TTM)
$3.97B
Div. yield
–
IT Operations Software Technology
2 wins
CSCO Cisco Systems, Inc.
$110.24 +3.3% 1M +56.1% 1Y
Market cap
$444.12B
P/E
33.5x
Revenue (TTM)
$63.33B
Div. yield
–
Networking Equipment Technology
6 wins
AVPT AvePoint, Inc.
$16.85 +29.6% 1M +13.1% 1Y
Market cap
$3.49B
P/E
48.8x
Revenue (TTM)
$466.15M
Div. yield
–
IT Operations Software Technology
1 win

Head to Head

9 decided of 12

Cisco Systems leads on 6 of the 12 questions below (Cisco Systems 6, Datadog 2, AvePoint 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionDDOGCSCOAVPTLeader
Larger companyMarket capitalisation $99.03B $444.12B $3.49B CSCO
Cheaper on earningsLower P/E, profitable companies only 557.7x 33.5x 48.8x CSCO
Cheaper on forward earningsLower price / next fiscal year consensus EPS 103.0x 23.3x 40.1x CSCO
Faster revenue growthRevenue growth, trailing twelve months +31.5% +11.8% +25.0% DDOG
More profitableNet margin, trailing twelve months 4.5% 21.0% 15.3% CSCO
Better return on capitalReturn on invested capital — 15.9% — –
Less leveragedLower net debt / EBITDA — 0.8x — –
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months +79.1% +56.1% +13.1% DDOG
Better 5-year returnAnnualised price return, 5 years +12.3%/yr +14.4%/yr +13.9%/yr CSCO
Less volatileAnnualised volatility, 1 year 69.2% 35.6% 44.9% CSCO
Higher overall scoreMean of the five percentile scores vs peers 65/100 53/100 78/100 AVPT

Percentile Scorecard

DDOGCSCOAVPT

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

AxisDDOGCSCOAVPT
Valuation 30 #87 of 124 31 #77 of 111 67 #42 of 124
Growth 89 #13 of 113 40 #65 of 108 97 #4 of 113
Profitability 75 #28 of 110 87 #14 of 104 84 #19 of 110
Financial Health 77 #30 of 129 28 #83 of 115 59 #54 of 129
Shareholder Returns 53 #32 of 67 78 #19 of 81 83 #12 of 67
Overall 65 53 78
  • DDOG ranked among 137 companies in Infrastructure Software
  • CSCO ranked among 121 companies in Computer Hardware
  • AVPT ranked among 137 companies in Infrastructure Software

Price Performance

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

Returns

PeriodDDOGCSCOAVPTSPY
1 month +4.5%+3.3%+29.6% -0.8%
3 months +11.3%-3.8%+31.5% +3.5%
6 months +111.2%+24.9%+70.2% +7.0%
Year to date +106.1%+43.1%+21.3% +12.2%
1 year +79.1%+56.1%+13.1% +13.0%
3 years +243.1%+113.8%+130.8% +86.3%
3 years, per year +50.9%+28.8%+32.2% +23.1%
5 years +78.4%+96.2%+91.9% +68.6%
5 years, per year +12.3%+14.4%+13.9% +11.0%
10 years —+260.9%— +258.0%
10 years, per year —+13.7%— +13.6%

Risk

MeasureDDOGCSCOAVPTSPY
Volatility, 1Y 69.2%35.6%44.9% 12.7%
Downside volatility, 1Y 59.7%37.3%48.1% 12.7%
Beta vs S&P 500, 1Y 1.281.110.80 1.00
Return / volatility, 1Y 1.141.580.29 1.02
Max drawdown, 5Y -68.1%-38.6%-62.2% -25.4%
From 52-week high -4.4%-15.2%0.0% -1.8%
52-week high $293.26$130.00$16.85 $779.14
52-week low $102.61$71.04$8.99 $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.

MultipleDDOGCSCOAVPT
P/E now vs peer median 562.2xmedian 38.1x 32.8xmedian 32.0x 49.6xmedian 38.1x
P/S now vs peer median 25.4xmedian 4.3x 6.9xmedian 2.8x 7.6xmedian 4.3x
EV/EBITDA now vs peer median 583.5xmedian 35.4x 25.1xmedian 19.4x —median 35.4x
P/FCF now vs peer median 85.1xmedian 27.1x 34.1xmedian 29.0x 35.3xmedian 27.1x
P/B now vs peer median 23.0xmedian 3.4x 8.7xmedian 2.9x 8.2xmedian 3.4x
PEG now vs peer median 9.89median 1.27 12.20median 1.13 0.98median 1.27

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 monthsDDOGCSCOAVPT
Revenue $3.97B $63.33B $466.15M
Gross profit $3.15B $40.86B $342.37M
Operating income $16.33M $15.37B $45.61M
Net income $177.58M $13.27B $71.48M
Free cash flow $1.18B $12.77B $101.01M
R&D $1.73B $9.56B $57.26M
EPS (diluted) $0.48 $3.33 $0.32
Cash & equivalents $434.96M $7.22B $417.25M
Total debt – $29.53B –
Shares (diluted) 371.02M 3.99B 220.86M
Enterprise value $80.68B $380.05B $1.68B

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
MetricDDOGCSCOAVPT
P/E 562.2x 32.8x 49.6x
P/FCF 85.1x 34.1x 35.3x
P/Operating cash flow 81.8x 30.7x 34.0x
P/S 25.4x 6.9x 7.6x
P/B 23.0x 8.7x 8.2x
P/Tangible book 23.2x 10.2x 8.4x
EV/EBITDA 583.5x 25.1x –
EV/EBIT 5,855x 29.2x 69.0x
EV/Revenue 24.1x 7.1x 6.7x
EV/FCF 80.9x 35.1x 31.1x
EV/Operating cash flow 77.8x 31.6x 30.0x
PEG (3Y EPS CAGR) 9.89 12.20 0.98

Growth

14 metrics
MetricDDOGCSCOAVPT
Revenue growth (1Y) 31.5% 11.8% 25.0%
Revenue CAGR (3Y) 27.9% 3.6% 23.0%
Gross profit growth (1Y) 30.8% 11.1% 22.5%
Gross profit CAGR (3Y) 28.0% 4.6% 24.5%
Operating income growth (1Y) 189.5% 30.7% 99.3%
Operating income CAGR (3Y) 28.7% 0.7% 51.1%
Net income growth (1Y) 42.5% 30.3% 1,017%
Net income CAGR (3Y) 60.5% 1.7% 55.8%
EPS growth (1Y) 37.8% 30.7% 980.2%
EPS CAGR (3Y) 56.8% 2.7% 50.6%
Operating cash flow growth (1Y) 27.3% -0.1% 22.1%
Operating cash flow CAGR (3Y) 36.3% -10.7% 90.8%
Free cash flow growth (1Y) 27.7% -3.9% 24.5%
Free cash flow CAGR (3Y) 37.6% -12.5% 99.8%

Profitability

14 metrics
MetricDDOGCSCOAVPT
Gross margin 79.5% 64.5% 73.4%
EBITDA margin 4.1% 28.3% –
Operating margin 0.4% 24.3% 9.8%
Pretax margin 5.0% 25.3% 12.3%
Net margin 4.5% 21.0% 15.3%
FCF margin 29.8% 20.2% 21.7%
Operating cash flow margin 31.0% 22.4% 22.5%
Return on equity 4.2% 26.8% 16.3%
Return on assets 2.4% 10.4% 9.6%
Return on invested capital – 15.9% –
Return on capital employed 0.3% 17.9% 9.8%
Asset turnover 0.5x 0.5x 0.6x
Cash conversion (OCF / net income) 6.9x 1.1x 1.5x
Stock comp / revenue 20.7% 6.0% 7.6%

Financial Health

11 metrics
MetricDDOGCSCOAVPT
Debt / assets – 22.8% –
Debt / equity – 0.6x –
Net debt / EBITDA – 0.8x –
Debt / FCF – 2.3x –
Liabilities / assets 42.1% 61.2% 42.3%
Equity / assets 57.9% 38.8% 57.7%
Interest coverage 1.4x 10.5x –
Current ratio 3.2x 0.9x 2.0x
Quick ratio 3.2x 0.6x 2.0x
Cash ratio 2.7x 0.4x 1.5x
Altman Z-score 20.21 4.16 6.95

Shareholder Returns

7 metrics
MetricDDOGCSCOAVPT
Dividend yield – 1.5% –
Net buyback yield -0.1% 1.3% 3.0%
Shareholder yield -0.1% 2.8% 3.0%
Payout ratio (earnings) – – –
Payout ratio (FCF) – – –
Dividend growth (1Y) – – –
Dividend CAGR (3Y) – – –

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.

ConsensusDDOGCSCOAVPT
Forward P/E 103.0xFY2026 23.3xFY2027 40.1xFY2026
EPS, next fiscal year $2.72FY2026 $4.74FY2027 $0.42FY2026
EPS growth, next FY +32.7%FY2026 +9.5%FY2027 +27.3%FY2026
EPS growth, the year after +1.8% +20.7% +16.7%
Revenue, next fiscal year $4.18BFY2026 $74.93BFY2027 $495.40MFY2026
Revenue growth, next FY +21.7%FY2026 +18.3%FY2027 +18.1%FY2026
Revenue growth, the year after +24.9% +0.6% +20.3%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersDDOGCSCOAVPT
Held by institutions 90.4% 80.1% 67.3%
Institutions holding 1,265 4,044 254
Change in shares held, QoQ +6.1% +5.0% +7.1%
Institutions buying 738 1,846 164
Institutions selling 432 1,816 66
Buyers to sellers 1.71 1.02 2.48

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.

DDOGCSCOAVPT
DDOG 1.00 0.11 0.43
CSCO 0.11 1.00 0.06
AVPT 0.43 0.06 1.00

Add a Peer

Largest companies in the same industry

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Frequently Asked Questions

Which is bigger, DDOG, CSCO and AVPT?

Cisco Systems (CSCO) is the largest by market capitalisation: Datadog (DDOG) $99.03B, Cisco Systems (CSCO) $444.12B, AvePoint (AVPT) $3.49B.

Which stock is cheaper, DDOG, CSCO and AVPT?

Cisco Systems (CSCO) trades on the lowest price-to-earnings ratio (Datadog (DDOG) 557.7x, Cisco Systems (CSCO) 33.5x, AvePoint (AVPT) 48.8x). On next year's consensus earnings, Cisco Systems (CSCO) is cheapest (Datadog (DDOG) 103.0x, Cisco Systems (CSCO) 23.3x, AvePoint (AVPT) 40.1x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Datadog (DDOG) grew revenue fastest over the trailing twelve months: Datadog (DDOG) +31.5%, Cisco Systems (CSCO) +11.8%, AvePoint (AVPT) +25.0%.

Which company is more profitable?

Cisco Systems (CSCO) has the highest net margin (Datadog (DDOG) 4.5%, Cisco Systems (CSCO) 21.0%, AvePoint (AVPT) 15.3%).

Which stock has performed better?

Over the past year Datadog (DDOG) returned the most: Datadog (DDOG) +79.1%, Cisco Systems (CSCO) +56.1%, AvePoint (AVPT) +13.1%. Over five years, Cisco Systems (CSCO) compounded fastest (Datadog (DDOG) +12.3%/yr, Cisco Systems (CSCO) +14.4%/yr, AvePoint (AVPT) +13.9%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, Cisco Systems (CSCO) has been the steadiest (Datadog (DDOG) 69.2%, Cisco Systems (CSCO) 35.6%, AvePoint (AVPT) 44.9%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, DDOG, CSCO and AVPT?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Cisco Systems (CSCO) leads on 6. 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.