DDOG vs ESTC vs PLTR Stock Comparison

Datadog, Elastic and Palantir Technologies Prices as of Oct 26, 2026 Peers: Industry group
DDOG Datadog, Inc.
$280.24 +4.5% 1M +79.1% 1Y
Market cap
$100.59B
P/E
562.2x
Revenue (TTM)
$3.97B
Div. yield
–
IT Operations Software Technology
1 win
ESTC Elastic N.V.
$106.26 +20.7% 1M +20.5% 1Y
Market cap
$11.17B
P/E
29.6x
Revenue (TTM)
$1.80B
Div. yield
–
Data Infrastructure Technology
4 wins

Head to Head

9 decided of 12

Palantir Technologies leads on 4 of the 12 questions below (Palantir Technologies 4, Elastic 4, Datadog 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionDDOGESTCPLTRLeader
Larger companyMarket capitalisation $100.59B $11.17B $477.79B PLTR
Cheaper on earningsLower P/E, profitable companies only 562.2x 29.6x 158.2x ESTC
Cheaper on forward earningsLower price / next fiscal year consensus EPS 103.0x 30.3x 119.8x ESTC
Faster revenue growthRevenue growth, trailing twelve months +31.5% +16.2% +78.9% PLTR
More profitableNet margin, trailing twelve months 4.5% 20.8% 49.0% PLTR
Better return on capitalReturn on invested capital — 0.0% — –
Less leveragedLower net debt / EBITDA — -10.8x — –
Higher dividend yieldTrailing dividend yield — — — –
Better 1-year returnPrice return, last 12 months +79.1% +20.5% +7.7% DDOG
Better 5-year returnAnnualised price return, 5 years +12.3%/yr -8.8%/yr +51.4%/yr PLTR
Less volatileAnnualised volatility, 1 year 69.2% 58.2% 59.6% ESTC
Higher overall scoreMean of the five percentile scores vs peers 65/100 71/100 69/100 ESTC

Percentile Scorecard

DDOGESTCPLTR

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

AxisDDOGESTCPLTR
Valuation 30 #87 of 124 70 #38 of 124 22 #80 of 102
Growth 89 #13 of 113 82 #21 of 113 100 #1 of 98
Profitability 75 #28 of 110 66 #38 of 110 96 #5 of 95
Financial Health 77 #30 of 129 53 #61 of 129 98 #3 of 109
Shareholder Returns 53 #32 of 67 85 #11 of 67 27 #47 of 64
Overall 65 71 69
  • DDOG ranked among 137 companies in Infrastructure Software
  • ESTC ranked among 137 companies in Infrastructure Software
  • PLTR ranked among 115 companies in Business Applications

Price Performance

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

Returns

PeriodDDOGESTCPLTRSPY
1 month +4.5%+20.7%+4.8% -0.8%
3 months +11.3%+73.6%+51.2% +3.5%
6 months +111.2%+122.2%+39.0% +7.0%
Year to date +106.1%+40.9%+11.9% +12.2%
1 year +79.1%+20.5%+7.7% +13.0%
3 years +243.1%+40.7%+1,219.4% +86.3%
3 years, per year +50.9%+12.1%+136.4% +23.1%
5 years +78.4%-37.0%+693.5% +68.6%
5 years, per year +12.3%-8.8%+51.4% +11.0%

Risk

MeasureDDOGESTCPLTRSPY
Volatility, 1Y 69.2%58.2%59.6% 12.7%
Downside volatility, 1Y 59.7%59.3%56.1% 12.7%
Beta vs S&P 500, 1Y 1.281.141.97 1.00
Return / volatility, 1Y 1.140.350.13 1.02
Max drawdown, 5Y -68.1%-76.8%-77.6% -25.4%
From 52-week high -4.4%0.0%-4.9% -1.8%
52-week high $293.26$106.26$209.05 $779.14
52-week low $102.61$43.30$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.

MultipleDDOGESTCPLTR
P/E now vs peer median 562.2xmedian 38.1x 29.6xmedian 38.1x 158.2xmedian 28.8x
P/S now vs peer median 25.4xmedian 4.3x 6.2xmedian 4.3x 77.6xmedian 2.8x
EV/EBITDA now vs peer median 583.5xmedian 35.4x 124.2xmedian 35.4x 175.9xmedian 17.7x
P/FCF now vs peer median 85.1xmedian 27.1x 32.0xmedian 27.1x 142.3xmedian 15.8x
P/B now vs peer median 23.0xmedian 3.4x 8.6xmedian 3.4x 48.3xmedian 3.2x
PEG now vs peer median 9.89median 1.27 0.55median 1.27 0.55median 0.85

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 monthsDDOGESTCPLTR
Revenue $3.97B $1.80B $6.16B
Gross profit $3.15B $1.36B $5.22B
Operating income $16.33M -$47.61M $2.63B
Net income $177.58M $375.64M $3.03B
Free cash flow $1.18B $349.04M $3.36B
R&D $1.73B $455.30M $641.24M
EPS (diluted) $0.48 $3.59 $1.17
Cash & equivalents $434.96M $879.87M $2.03B
Total debt – $571.20M –
Shares (diluted) 371.02M 104.64M 2.57B
Enterprise value $82.23B $5.69B $446.85B

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
MetricDDOGESTCPLTR
P/E 562.2x 29.6x 158.2x
P/FCF 85.1x 32.0x 142.3x
P/Operating cash flow 81.8x 31.5x 140.5x
P/S 25.4x 6.2x 77.6x
P/B 23.0x 8.6x 48.3x
P/Tangible book 23.2x 8.7x 48.3x
EV/EBITDA 583.5x 124.2x 175.9x
EV/EBIT 5,855x -215.9x 177.8x
EV/Revenue 24.1x 5.7x 76.1x
EV/FCF 80.9x 29.5x 139.5x
EV/Operating cash flow 77.8x 29.0x 137.7x
PEG (3Y EPS CAGR) 9.89 0.55 0.55

Growth

14 metrics
MetricDDOGESTCPLTR
Revenue growth (1Y) 31.5% 16.2% 78.9%
Revenue CAGR (3Y) 27.9% 17.4% 44.4%
Gross profit growth (1Y) 30.8% 16.7% 89.6%
Gross profit CAGR (3Y) 28.0% 18.8% 47.7%
Operating income growth (1Y) 189.5% -56.0% 362.6%
Operating income CAGR (3Y) 28.7% 37.5% 247.7%
Net income growth (1Y) 42.5% 549.9% 292.3%
Net income CAGR (3Y) 60.5% 55.3% 308.7%
EPS growth (1Y) 37.8% 555.6% 294.3%
EPS CAGR (3Y) 56.8% 53.7% 286.3%
Operating cash flow growth (1Y) 27.3% 11.3% 96.6%
Operating cash flow CAGR (3Y) 36.3% 62.1% 103.5%
Free cash flow growth (1Y) 27.7% 11.2% 96.5%
Free cash flow CAGR (3Y) 37.6% 63.2% 107.6%

Profitability

14 metrics
MetricDDOGESTCPLTR
Gross margin 79.5% 75.5% 84.8%
EBITDA margin 4.1% 4.6% 43.3%
Operating margin 0.4% -2.6% 42.8%
Pretax margin 5.0% -1.1% 49.9%
Net margin 4.5% 20.8% 49.0%
FCF margin 29.8% 19.4% 54.6%
Operating cash flow margin 31.0% 19.6% 55.2%
Return on equity 4.2% 29.2% 32.9%
Return on assets 2.4% 12.2% 27.7%
Return on invested capital – 0.0% –
Return on capital employed 0.3% -2.3% 28.0%
Asset turnover 0.5x 0.6x 0.6x
Cash conversion (OCF / net income) 6.9x 0.9x 1.1x
Stock comp / revenue 20.7% 16.8% 13.6%

Financial Health

11 metrics
MetricDDOGESTCPLTR
Debt / assets – 19.0% –
Debt / equity – 0.4x –
Net debt / EBITDA – -10.8x –
Debt / FCF – 1.6x –
Liabilities / assets 42.1% 56.8% 15.4%
Equity / assets 57.9% 43.2% 84.6%
Interest coverage 1.4x -1.9x –
Current ratio 3.2x 1.8x 7.2x
Quick ratio 3.2x 1.6x 7.1x
Cash ratio 2.7x 1.4x 6.1x
Altman Z-score 20.21 4.47 161.88

Shareholder Returns

7 metrics
MetricDDOGESTCPLTR
Dividend yield – – –
Net buyback yield -0.1% 3.1% 0.0%
Shareholder yield -0.1% 3.1% 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.

ConsensusDDOGESTCPLTR
Forward P/E 103.0xFY2026 30.3xFY2026 119.8xFY2026
EPS, next fiscal year $2.72FY2026 $3.51FY2026 $1.66FY2026
EPS growth, next FY +32.7%FY2026 +36.6%FY2026 +121.3%FY2026
EPS growth, the year after +2.2% +19.4% +45.8%
Revenue, next fiscal year $4.18BFY2026 $1.88BFY2026 $8.41BFY2026
Revenue growth, next FY +21.7%FY2026 +8.2%FY2026 +87.8%FY2026
Revenue growth, the year after +24.9% +18.3% +37.5%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersDDOGESTCPLTR
Held by institutions 90.4% 86.4% 60.3%
Institutions holding 1,265 371 2,836
Change in shares held, QoQ +6.1% +1.7% +10.9%
Institutions buying 738 199 1,480
Institutions selling 432 129 1,093
Buyers to sellers 1.71 1.54 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.

DDOGESTCPLTR
DDOG 1.00 0.50 0.38
ESTC 0.50 1.00 0.47
PLTR 0.38 0.47 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, DDOG, ESTC and PLTR?

Palantir Technologies (PLTR) is the largest by market capitalisation: Datadog (DDOG) $100.59B, Elastic (ESTC) $11.17B, Palantir Technologies (PLTR) $477.79B.

Which stock is cheaper, DDOG, ESTC and PLTR?

Elastic (ESTC) trades on the lowest price-to-earnings ratio (Datadog (DDOG) 562.2x, Elastic (ESTC) 29.6x, Palantir Technologies (PLTR) 158.2x). On next year's consensus earnings, Elastic (ESTC) is cheapest (Datadog (DDOG) 103.0x, Elastic (ESTC) 30.3x, Palantir Technologies (PLTR) 119.8x). 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%, Elastic (ESTC) +16.2%, Palantir Technologies (PLTR) +78.9%.

Which company is more profitable?

Palantir Technologies (PLTR) has the highest net margin (Datadog (DDOG) 4.5%, Elastic (ESTC) 20.8%, Palantir Technologies (PLTR) 49.0%).

Which stock has performed better?

Over the past year Datadog (DDOG) returned the most: Datadog (DDOG) +79.1%, Elastic (ESTC) +20.5%, Palantir Technologies (PLTR) +7.7%. Over five years, Palantir Technologies (PLTR) compounded fastest (Datadog (DDOG) +12.3%/yr, Elastic (ESTC) -8.8%/yr, Palantir Technologies (PLTR) +51.4%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, Elastic (ESTC) has been the steadiest (Datadog (DDOG) 69.2%, Elastic (ESTC) 58.2%, Palantir Technologies (PLTR) 59.6%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, DDOG, ESTC 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 4. 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.