DDOG vs DGII vs FSLY Stock Comparison

Datadog, Digi International and Fastly Prices as of Nov 2, 2026 Peers: Industry group
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DDOG Datadog, Inc.
$216.10 -22.0% 1M +32.7% 1Y
Market cap
$77.57B
P/E
433.5x
Revenue (TTM)
$3.97B
Div. yield
–
IT Operations Software Technology
2 wins
DGII Digi International Inc
$71.82 -5.0% 1M +95.8% 1Y
Market cap
$2.73B
P/E
55.7x
Revenue (TTM)
$506.21M
Div. yield
–
Networking Equipment Technology
6 wins
FSLY Fastly, Inc.
$20.60 -20.2% 1M +148.5% 1Y
Market cap
$3.28B
P/E
–
Revenue (TTM)
$687.17M
Div. yield
–
Content Delivery Networks Technology
3 wins

Head to Head

11 decided of 12

Digi International leads on 6 of the 12 questions below (Digi International 6, Fastly 3, Datadog 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionDDOGDGIIFSLYLeader
Larger companyMarket capitalisation $77.57B $2.73B $3.28B DDOG
Cheaper on earningsLower P/E, profitable companies only 433.5x 55.7x -40.0x DGII
Cheaper on forward earningsLower price / next fiscal year consensus EPS 79.4x 25.8x 42.0x DGII
Faster revenue growthRevenue growth, trailing twelve months +31.5% +20.3% +20.4% DDOG
More profitableNet margin, trailing twelve months 4.5% 9.6% -11.8% DGII
Better return on capitalReturn on invested capital — 6.9% -6.1% DGII
Less leveragedLower net debt / EBITDA — 0.7x -3.3x FSLY
Higher dividend yieldTrailing dividend yield — — — –
Better 1-year returnPrice return, last 12 months +32.7% +95.8% +148.5% FSLY
Better 5-year returnAnnualised price return, 5 years +5.8%/yr +25.5%/yr -17.3%/yr DGII
Less volatileAnnualised volatility, 1 year 70.9% 41.2% 119.9% DGII
Higher overall scoreMean of the five percentile scores vs peers 65/100 58/100 68/100 FSLY

Percentile Scorecard

DDOGDGIIFSLY

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

AxisDDOGDGIIFSLY
Valuation 31 #86 of 124 39 #69 of 112 58 #16 of 37
Growth 89 #13 of 113 70 #33 of 108 94 #3 of 36
Profitability 75 #28 of 110 82 #20 of 104 49 #18 of 34
Financial Health 77 #30 of 129 48 #61 of 116 81 #8 of 38
Shareholder Returns 52 #33 of 67 51 #40 of 80 57 #10 of 22
Overall 65 58 68
  • DDOG ranked among 137 companies in Infrastructure Software
  • DGII ranked among 121 companies in Computer Hardware
  • FSLY ranked among 39 companies in Cloud Computing

Price Performance

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

Returns

PeriodDDOGDGIIFSLYSPY
1 month -22.0%-5.0%-20.2% -2.3%
3 months -21.0%+2.0%-10.6% -0.7%
6 months +47.3%+26.2%-25.1% +4.8%
Year to date +58.9%+65.9%+102.4% +10.3%
1 year +32.7%+95.8%+148.5% +10.3%
3 years +163.4%+185.2%+17.3% +73.0%
3 years, per year +38.1%+41.9%+5.5% +20.1%
5 years +32.7%+210.5%-61.4% +61.9%
5 years, per year +5.8%+25.5%-17.3% +10.1%
10 years —+680.7%— +258.6%
10 years, per year —+22.8%— +13.6%

Risk

MeasureDDOGDGIIFSLYSPY
Volatility, 1Y 70.9%41.2%119.9% 12.8%
Downside volatility, 1Y 63.2%39.5%110.1% 12.8%
Beta vs S&P 500, 1Y 1.441.491.57 1.00
Return / volatility, 1Y 0.462.331.24 0.80
Max drawdown, 5Y -68.1%-48.6%-90.8% -25.4%
From 52-week high -26.3%-15.7%-38.5% -3.5%
52-week high $293.26$85.24$33.50 $779.14
52-week low $102.61$35.40$7.96 $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.

MultipleDDOGDGIIFSLY
P/E now vs peer median 433.5xmedian 35.6x 55.7xmedian 29.9x -40.0xmedian 26.4x
P/S now vs peer median 19.6xmedian 4.2x 5.4xmedian 2.8x 4.8xmedian 3.8x
EV/EBITDA now vs peer median 443.0xmedian 30.0x 24.8xmedian 18.5x 794.3xmedian 21.2x
P/FCF now vs peer median 65.6xmedian 25.2x 20.0xmedian 28.0x 64.7xmedian 17.3x
P/B now vs peer median 17.8xmedian 3.2x 4.0xmedian 2.8x 3.3xmedian 3.4x
PEG now vs peer median 7.63median 1.21 3.51median 1.00 -1.51median 0.34

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 monthsDDOGDGIIFSLY
Revenue $3.97B $506.21M $687.17M
Gross profit $3.15B $323.07M $422.42M
Operating income $16.33M $70.58M -$82.21M
Net income $177.58M $48.74M -$81.10M
Free cash flow $1.18B $135.98M $50.68M
R&D $1.73B $73.84M $167.06M
EPS (diluted) $0.48 $1.25 $-0.51
Cash & equivalents $434.96M $27.97M $89.80M
Total debt – $108.13M $323.96M
Shares (diluted) 371.02M 38.92M 157.60M
Enterprise value $59.21B $2.61B $1.90B

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
MetricDDOGDGIIFSLY
P/E 433.5x 55.7x -40.0x
P/FCF 65.6x 20.0x 64.7x
P/Operating cash flow 63.1x 19.7x 27.4x
P/S 19.6x 5.4x 4.8x
P/B 17.8x 4.0x 3.3x
P/Tangible book 17.9x 8.6x 3.4x
EV/EBITDA 443.0x 24.8x 794.3x
EV/EBIT 4,445x 39.8x -39.7x
EV/Revenue 18.3x 5.5x 4.7x
EV/FCF 61.4x 20.6x 64.4x
EV/Operating cash flow 59.1x 20.3x 27.3x
PEG (3Y EPS CAGR) 7.63 3.51 -1.51

Growth

14 metrics
MetricDDOGDGIIFSLY
Revenue growth (1Y) 31.5% 20.3% 20.4%
Revenue CAGR (3Y) 27.9% 4.9% 13.6%
Gross profit growth (1Y) 30.8% 23.4% 37.3%
Gross profit CAGR (3Y) 28.0% 9.3% 20.8%
Operating income growth (1Y) 189.5% 24.0% 45.2%
Operating income CAGR (3Y) 28.7% 9.7% 27.0%
Net income growth (1Y) 42.5% 14.2% 45.0%
Net income CAGR (3Y) 60.5% 18.0% 21.2%
EPS growth (1Y) 37.8% 10.5% 49.2%
EPS CAGR (3Y) 56.8% 15.9% 26.5%
Operating cash flow growth (1Y) 27.3% 30.1% 124.3%
Operating cash flow CAGR (3Y) 36.3% 59.2% 91.8%
Free cash flow growth (1Y) 27.7% 31.6% 49.6%
Free cash flow CAGR (3Y) 37.6% 60.8% 47.1%

Profitability

14 metrics
MetricDDOGDGIIFSLY
Gross margin 79.5% 63.8% 61.5%
EBITDA margin 4.1% 22.3% 0.6%
Operating margin 0.4% 13.9% -12.0%
Pretax margin 5.0% 12.4% -12.2%
Net margin 4.5% 9.6% -11.8%
FCF margin 29.8% 26.9% 7.4%
Operating cash flow margin 31.0% 27.3% 17.4%
Return on equity 4.2% 7.2% -8.3%
Return on assets 2.4% 5.0% -5.4%
Return on invested capital – 6.9% -6.1%
Return on capital employed 0.3% 8.4% -6.0%
Asset turnover 0.5x 0.5x 0.5x
Cash conversion (OCF / net income) 6.9x 2.8x -1.5x
Stock comp / revenue 20.7% 3.4% 19.7%

Financial Health

11 metrics
MetricDDOGDGIIFSLY
Debt / assets – 11.2% 21.5%
Debt / equity – 0.2x 0.3x
Net debt / EBITDA – 0.7x -3.3x
Debt / FCF – 0.8x 6.4x
Liabilities / assets 42.1% 29.0% 34.1%
Equity / assets 57.9% 71.0% 65.9%
Interest coverage 1.4x 8.9x -6.3x
Current ratio 3.2x 1.1x 3.4x
Quick ratio 3.2x 0.7x 3.2x
Cash ratio 2.7x 0.2x 2.4x
Altman Z-score 15.87 7.12 3.31

Shareholder Returns

7 metrics
MetricDDOGDGIIFSLY
Dividend yield – – –
Net buyback yield -0.1% 0.0% -0.3%
Shareholder yield -0.1% 0.0% -0.3%
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.

ConsensusDDOGDGIIFSLY
Forward P/E 79.4xFY2026 25.8xFY2026 42.0xFY2026
EPS, next fiscal year $2.72FY2026 $2.78FY2026 $0.49FY2026
EPS growth, next FY +32.7%FY2026 +32.4%FY2026 +276.9%FY2026
EPS growth, the year after +1.8% +9.4% +22.4%
Revenue, next fiscal year $4.18BFY2026 $519.66MFY2026 $724.28MFY2026
Revenue growth, next FY +21.7%FY2026 +20.8%FY2026 +16.1%FY2026
Revenue growth, the year after +24.9% +3.8% +13.0%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersDDOGDGIIFSLY
Held by institutions 84.3% 100.0% 93.1%
Institutions holding 1,267 285 285
Change in shares held, QoQ +6.1% +1.6% +7.5%
Institutions buying 738 143 156
Institutions selling 434 105 89
Buyers to sellers 1.70 1.36 1.75

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.

DDOGDGIIFSLY
DDOG 1.00 0.21 0.26
DGII 0.21 1.00 0.14
FSLY 0.26 0.14 1.00

Add a Peer

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Frequently Asked Questions

Which is bigger, DDOG, DGII and FSLY?

Datadog (DDOG) is the largest by market capitalisation: Datadog (DDOG) $77.57B, Digi International (DGII) $2.73B, Fastly (FSLY) $3.28B.

Which stock is cheaper, DDOG, DGII and FSLY?

Digi International (DGII) trades on the lowest price-to-earnings ratio (Datadog (DDOG) 433.5x, Digi International (DGII) 55.7x, Fastly (FSLY) -40.0x). On next year's consensus earnings, Digi International (DGII) is cheapest (Datadog (DDOG) 79.4x, Digi International (DGII) 25.8x, Fastly (FSLY) 42.0x). 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%, Digi International (DGII) +20.3%, Fastly (FSLY) +20.4%.

Which company is more profitable?

Digi International (DGII) has the highest net margin (Datadog (DDOG) 4.5%, Digi International (DGII) 9.6%, Fastly (FSLY) -11.8%). On return on invested capital, Digi International (DGII) leads (Digi International (DGII) 6.9%, Fastly (FSLY) -6.1%).

Which stock has performed better?

Over the past year Fastly (FSLY) returned the most: Datadog (DDOG) +32.7%, Digi International (DGII) +95.8%, Fastly (FSLY) +148.5%. Over five years, Digi International (DGII) compounded fastest (Datadog (DDOG) +5.8%/yr, Digi International (DGII) +25.5%/yr, Fastly (FSLY) -17.3%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, Digi International (DGII) has been the steadiest (Datadog (DDOG) 70.9%, Digi International (DGII) 41.2%, Fastly (FSLY) 119.9%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, DDOG, DGII and FSLY?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Digi International (DGII) 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.