DDOG vs CSCO vs PLTR Stock Comparison

Datadog, Cisco Systems and Palantir Technologies Prices as of Oct 23, 2026 Peers: Industry group
DDOG Datadog, Inc.
$269.65 +7.2% 1M +72.2% 1Y
Market cap
$99.86B
P/E
562.3x
Revenue (TTM)
$3.97B
Div. yield
–
IT Operations Software Technology
1 win
CSCO Cisco Systems, Inc.
$106.50 +0.1% 1M +51.6% 1Y
Market cap
$436.07B
P/E
32.9x
Revenue (TTM)
$63.33B
Div. yield
–
Networking Equipment Technology
3 wins

Head to Head

9 decided of 12

Palantir Technologies leads on 5 of the 12 questions below (Palantir Technologies 5, Cisco Systems 3, Datadog 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionDDOGCSCOPLTRLeader
Larger companyMarket capitalisation $99.86B $436.07B $477.64B PLTR
Cheaper on earningsLower P/E, profitable companies only 562.3x 32.9x 158.3x CSCO
Cheaper on forward earningsLower price / next fiscal year consensus EPS 99.5x 22.5x 118.5x CSCO
Faster revenue growthRevenue growth, trailing twelve months +31.5% +11.8% +78.9% PLTR
More profitableNet margin, trailing twelve months 4.5% 21.0% 49.0% PLTR
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 +72.2% +51.6% +9.0% DDOG
Better 5-year returnAnnualised price return, 5 years +10.7%/yr +14.1%/yr +51.8%/yr PLTR
Less volatileAnnualised volatility, 1 year 68.9% 35.4% 59.5% CSCO
Higher overall scoreMean of the five percentile scores vs peers 65/100 53/100 68/100 PLTR

Percentile Scorecard

DDOGCSCOPLTR

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

AxisDDOGCSCOPLTR
Valuation 31 #86 of 124 32 #77 of 112 22 #79 of 101
Growth 89 #13 of 113 40 #66 of 109 100 #1 of 97
Profitability 75 #28 of 110 88 #14 of 105 96 #5 of 94
Financial Health 77 #31 of 129 28 #84 of 117 98 #3 of 109
Shareholder Returns 52 #33 of 68 77 #20 of 82 25 #48 of 64
Overall 65 53 68
  • DDOG ranked among 137 companies in Infrastructure Software
  • CSCO ranked among 122 companies in Computer Hardware
  • PLTR ranked among 114 companies in Business Applications

Price Performance

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

Returns

PeriodDDOGCSCOPLTRSPY
1 month +7.2%+0.1%+2.6% -1.0%
3 months +9.2%-6.7%+60.1% +2.9%
6 months +108.3%+19.6%+37.5% +6.4%
Year to date +98.3%+38.3%+10.7% +11.4%
1 year +72.2%+51.6%+9.0% +13.1%
3 years +206.9%+100.9%+1,082.4% +79.4%
3 years, per year +45.4%+26.2%+127.9% +21.5%
5 years +66.1%+93.2%+705.4% +67.7%
5 years, per year +10.7%+14.1%+51.8% +10.9%
10 years —+253.2%— +255.2%
10 years, per year —+13.5%— +13.5%

Risk

MeasureDDOGCSCOPLTRSPY
Volatility, 1Y 68.9%35.4%59.5% 12.7%
Downside volatility, 1Y 59.5%37.3%56.1% 12.7%
Beta vs S&P 500, 1Y 1.261.091.98 1.00
Return / volatility, 1Y 1.051.460.15 1.03
Max drawdown, 5Y -68.1%-38.6%-77.6% -25.4%
From 52-week high -8.1%-18.1%-5.9% -2.5%
52-week high $293.26$130.00$209.05 $779.14
52-week low $102.61$70.27$107.27 $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.

MultipleDDOGCSCOPLTR
P/E now vs peer median 540.9xmedian 37.4x 31.7xmedian 31.3x 156.5xmedian 29.9x
P/S now vs peer median 24.4xmedian 4.4x 6.6xmedian 2.6x 76.8xmedian 2.8x
EV/EBITDA now vs peer median 560.3xmedian 35.0x 24.2xmedian 19.6x 174.0xmedian 17.4x
P/FCF now vs peer median 81.9xmedian 27.2x 32.9xmedian 28.3x 140.8xmedian 16.9x
P/B now vs peer median 22.2xmedian 3.4x 8.4xmedian 2.9x 47.8xmedian 3.1x
PEG now vs peer median 9.52median 1.27 11.78median 1.15 0.55median 0.86

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 monthsDDOGCSCOPLTR
Revenue $3.97B $63.33B $6.16B
Gross profit $3.15B $40.86B $5.22B
Operating income $16.33M $15.37B $2.63B
Net income $177.58M $13.27B $3.03B
Free cash flow $1.18B $12.77B $3.36B
R&D $1.73B $9.56B $641.24M
EPS (diluted) $0.48 $3.33 $1.17
Cash & equivalents $434.96M $7.22B $2.03B
Total debt – $29.53B –
Shares (diluted) 371.02M 3.99B 2.57B
Enterprise value $81.50B $371.99B $446.59B

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
MetricDDOGCSCOPLTR
P/E 540.9x 31.7x 156.5x
P/FCF 81.9x 32.9x 140.8x
P/Operating cash flow 78.8x 29.6x 139.0x
P/S 24.4x 6.6x 76.8x
P/B 22.2x 8.4x 47.8x
P/Tangible book 22.3x 9.8x 47.8x
EV/EBITDA 560.3x 24.2x 174.0x
EV/EBIT 5,622x 28.2x 175.9x
EV/Revenue 23.1x 6.9x 75.3x
EV/FCF 77.7x 34.0x 138.0x
EV/Operating cash flow 74.7x 30.6x 136.3x
PEG (3Y EPS CAGR) 9.52 11.78 0.55

Growth

14 metrics
MetricDDOGCSCOPLTR
Revenue growth (1Y) 31.5% 11.8% 78.9%
Revenue CAGR (3Y) 27.9% 3.6% 44.4%
Gross profit growth (1Y) 30.8% 11.1% 89.6%
Gross profit CAGR (3Y) 28.0% 4.6% 47.7%
Operating income growth (1Y) 189.5% 30.7% 362.6%
Operating income CAGR (3Y) 28.7% 0.7% 247.7%
Net income growth (1Y) 42.5% 30.3% 292.3%
Net income CAGR (3Y) 60.5% 1.7% 308.7%
EPS growth (1Y) 37.8% 30.7% 294.3%
EPS CAGR (3Y) 56.8% 2.7% 286.3%
Operating cash flow growth (1Y) 27.3% -0.1% 96.6%
Operating cash flow CAGR (3Y) 36.3% -10.7% 103.5%
Free cash flow growth (1Y) 27.7% -3.9% 96.5%
Free cash flow CAGR (3Y) 37.6% -12.5% 107.6%

Profitability

14 metrics
MetricDDOGCSCOPLTR
Gross margin 79.5% 64.5% 84.8%
EBITDA margin 4.1% 28.3% 43.3%
Operating margin 0.4% 24.3% 42.8%
Pretax margin 5.0% 25.3% 49.9%
Net margin 4.5% 21.0% 49.0%
FCF margin 29.8% 20.2% 54.6%
Operating cash flow margin 31.0% 22.4% 55.2%
Return on equity 4.2% 26.8% 32.9%
Return on assets 2.4% 10.4% 27.7%
Return on invested capital – 15.9% –
Return on capital employed 0.3% 17.9% 28.0%
Asset turnover 0.5x 0.5x 0.6x
Cash conversion (OCF / net income) 6.9x 1.1x 1.1x
Stock comp / revenue 20.7% 6.0% 13.6%

Financial Health

11 metrics
MetricDDOGCSCOPLTR
Debt / assets – 22.8% –
Debt / equity – 0.6x –
Net debt / EBITDA – 0.8x –
Debt / FCF – 2.3x –
Liabilities / assets 42.1% 61.2% 15.4%
Equity / assets 57.9% 38.8% 84.6%
Interest coverage 1.4x 10.5x –
Current ratio 3.2x 0.9x 7.2x
Quick ratio 3.2x 0.6x 7.1x
Cash ratio 2.7x 0.4x 6.1x
Altman Z-score 19.49 4.05 160.20

Shareholder Returns

7 metrics
MetricDDOGCSCOPLTR
Dividend yield – 1.6% –
Net buyback yield -0.1% 1.3% 0.0%
Shareholder yield -0.1% 2.9% 0.0%
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.

ConsensusDDOGCSCOPLTR
Forward P/E 99.5xFY2026 22.5xFY2027 118.5xFY2026
EPS, next fiscal year $2.71FY2026 $4.74FY2027 $1.66FY2026
EPS growth, next FY +32.2%FY2026 +9.5%FY2027 +121.3%FY2026
EPS growth, the year after +1.8% +20.7% +45.8%
Revenue, next fiscal year $4.17BFY2026 $74.93BFY2027 $8.41BFY2026
Revenue growth, next FY +21.5%FY2026 +18.3%FY2027 +87.8%FY2026
Revenue growth, the year after +24.9% +0.6% +37.5%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersDDOGCSCOPLTR
Held by institutions 90.4% 80.1% 60.3%
Institutions holding 1,265 4,044 2,836
Change in shares held, QoQ +6.1% +5.0% +10.9%
Institutions buying 738 1,846 1,480
Institutions selling 432 1,816 1,093
Buyers to sellers 1.71 1.02 1.35

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.

DDOGCSCOPLTR
DDOG 1.00 0.11 0.38
CSCO 0.11 1.00 0.18
PLTR 0.38 0.18 1.00

Add a Peer

Largest companies in the same industry

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Frequently Asked Questions

Which is bigger, DDOG, CSCO and PLTR?

Palantir Technologies (PLTR) is the largest by market capitalisation: Datadog (DDOG) $99.86B, Cisco Systems (CSCO) $436.07B, Palantir Technologies (PLTR) $477.64B.

Which stock is cheaper, DDOG, CSCO and PLTR?

Cisco Systems (CSCO) trades on the lowest price-to-earnings ratio (Datadog (DDOG) 562.3x, Cisco Systems (CSCO) 32.9x, Palantir Technologies (PLTR) 158.3x). On next year's consensus earnings, Cisco Systems (CSCO) is cheapest (Datadog (DDOG) 99.5x, Cisco Systems (CSCO) 22.5x, Palantir Technologies (PLTR) 118.5x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Palantir Technologies (PLTR) grew revenue fastest over the trailing twelve months: Datadog (DDOG) +31.5%, Cisco Systems (CSCO) +11.8%, Palantir Technologies (PLTR) +78.9%.

Which company is more profitable?

Palantir Technologies (PLTR) has the highest net margin (Datadog (DDOG) 4.5%, Cisco Systems (CSCO) 21.0%, Palantir Technologies (PLTR) 49.0%).

Which stock has performed better?

Over the past year Datadog (DDOG) returned the most: Datadog (DDOG) +72.2%, Cisco Systems (CSCO) +51.6%, Palantir Technologies (PLTR) +9.0%. Over five years, Palantir Technologies (PLTR) compounded fastest (Datadog (DDOG) +10.7%/yr, Cisco Systems (CSCO) +14.1%/yr, Palantir Technologies (PLTR) +51.8%/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) 68.9%, Cisco Systems (CSCO) 35.4%, Palantir Technologies (PLTR) 59.5%). Volatility measures how widely the price swings, not the risk of the business.

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

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Palantir Technologies (PLTR) leads on 5. 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.