DDOG vs NOW vs OTEX Stock Comparison

Datadog, ServiceNow and Open Text Prices as of Oct 26, 2026 Peers: Industry group
DDOG Datadog, Inc.
$280.24 +4.5% 1M +79.1% 1Y
Market cap
$99.39B
P/E
559.7x
Revenue (TTM)
$3.97B
Div. yield
–
IT Operations Software Technology
4 wins
NOW ServiceNow, Inc.
$158.19 +16.6% 1M -15.0% 1Y
Market cap
$160.33B
P/E
96.0x
Revenue (TTM)
$14.73B
Div. yield
–
Business Process Automation Technology
2 wins
OTEX Open Text Corp
$27.63 +22.7% 1M -29.8% 1Y
Market cap
$6.81B
P/E
10.6x
Revenue (TTM)
$5.25B
Div. yield
–
Productivity Software Technology
4 wins

Head to Head

10 decided of 12

Open Text leads on 4 of the 12 questions below (Open Text 4, Datadog 4, ServiceNow 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionDDOGNOWOTEXLeader
Larger companyMarket capitalisation $99.39B $160.33B $6.81B NOW
Cheaper on earningsLower P/E, profitable companies only 559.7x 96.0x 10.6x OTEX
Cheaper on forward earningsLower price / next fiscal year consensus EPS 103.0x 41.1x 6.7x OTEX
Faster revenue growthRevenue growth, trailing twelve months +31.5% +22.2% +1.5% DDOG
More profitableNet margin, trailing twelve months 4.5% 11.3% 12.3% OTEX
Better return on capitalReturn on invested capital — — 8.1% –
Less leveragedLower net debt / EBITDA — 0.8x 2.8x NOW
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months +79.1% -15.0% -29.8% DDOG
Better 5-year returnAnnualised price return, 5 years +12.3%/yr +3.5%/yr -11.1%/yr DDOG
Less volatileAnnualised volatility, 1 year 69.2% 58.8% 38.8% OTEX
Higher overall scoreMean of the five percentile scores vs peers 65/100 52/100 58/100 DDOG

Percentile Scorecard

DDOGNOWOTEX

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

AxisDDOGNOWOTEX
Valuation 30 #87 of 124 28 #74 of 102 86 #5 of 29
Growth 89 #13 of 113 58 #42 of 98 42 #16 of 27
Profitability 75 #28 of 110 82 #18 of 95 68 #9 of 26
Financial Health 77 #30 of 129 50 #55 of 109 13 #27 of 31
Shareholder Returns 53 #32 of 67 41 #38 of 64 81 #4 of 17
Overall 65 52 58
  • DDOG ranked among 137 companies in Infrastructure Software
  • NOW ranked among 115 companies in Business Applications
  • OTEX ranked among 32 companies in Workplace Software

Price Performance

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

Returns

PeriodDDOGNOWOTEXSPY
1 month +4.5%+16.6%+22.7% -0.8%
3 months +11.3%+49.9%+17.0% +3.5%
6 months +111.2%+74.9%+22.7% +7.0%
Year to date +106.1%+3.3%-15.2% +12.2%
1 year +79.1%-15.0%-29.8% +13.0%
3 years +243.1%+42.8%-14.9% +86.3%
3 years, per year +50.9%+12.6%-5.2% +23.1%
5 years +78.4%+19.0%-44.4% +68.6%
5 years, per year +12.3%+3.5%-11.1% +11.0%
10 years —+902.5%-11.1% +258.0%
10 years, per year —+25.9%-1.2% +13.6%

Risk

MeasureDDOGNOWOTEXSPY
Volatility, 1Y 69.2%58.8%38.8% 12.7%
Downside volatility, 1Y 59.7%61.5%40.3% 12.7%
Beta vs S&P 500, 1Y 1.280.620.83 1.00
Return / volatility, 1Y 1.14-0.25-0.77 1.02
Max drawdown, 5Y -68.1%-64.5%-61.7% -25.4%
From 52-week high -4.4%-16.4%-30.4% -1.8%
52-week high $293.26$189.26$39.69 $779.14
52-week low $102.61$83.00$20.01 $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.

MultipleDDOGNOWOTEX
P/E now vs peer median 562.2xmedian 38.1x 97.7xmedian 28.8x 10.7xmedian 31.9x
P/S now vs peer median 25.4xmedian 4.3x 11.1xmedian 2.8x 1.3xmedian 2.4x
EV/EBITDA now vs peer median 583.5xmedian 35.4x 48.7xmedian 17.7x 6.7xmedian 11.5x
P/FCF now vs peer median 85.1xmedian 27.1x 35.7xmedian 15.8x 8.3xmedian 14.2x
P/B now vs peer median 23.0xmedian 3.4x 13.1xmedian 3.2x 1.7xmedian 3.0x
PEG now vs peer median 9.89median 1.27 18.80median 0.85 0.16median 0.77

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 monthsDDOGNOWOTEX
Revenue $3.97B $14.73B $5.25B
Gross profit $3.15B $11.02B $3.87B
Operating income $16.33M $1.68B $1.08B
Net income $177.58M $1.67B $643.26M
Free cash flow $1.18B $4.58B $807.52M
R&D $1.73B $3.26B $647.71M
EPS (diluted) $0.48 $1.61 $2.58
Cash & equivalents $434.96M $2.50B $956.02M
Total debt – $7.52B $5.77B
Shares (diluted) 371.02M 1.03B 249.37M
Enterprise value $81.03B $138.79B $2.24B

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
MetricDDOGNOWOTEX
P/E 562.2x 97.7x 10.7x
P/FCF 85.1x 35.7x 8.3x
P/Operating cash flow 81.8x 30.8x 6.6x
P/S 25.4x 11.1x 1.3x
P/B 23.0x 13.1x 1.7x
P/Tangible book 23.2x 18.7x 2.6x
EV/EBITDA 583.5x 48.7x 6.7x
EV/EBIT 5,855x 99.1x 10.6x
EV/Revenue 24.1x 11.3x 2.2x
EV/FCF 80.9x 36.3x 14.2x
EV/Operating cash flow 77.8x 31.4x 11.4x
PEG (3Y EPS CAGR) 9.89 18.80 0.16

Growth

14 metrics
MetricDDOGNOWOTEX
Revenue growth (1Y) 31.5% 22.2% 1.5%
Revenue CAGR (3Y) 27.9% 22.5% 5.4%
Gross profit growth (1Y) 30.8% 16.4% 3.6%
Gross profit CAGR (3Y) 28.0% 20.5% 6.9%
Operating income growth (1Y) 189.5% 4.9% 21.3%
Operating income CAGR (3Y) 28.7% 49.1% 28.0%
Net income growth (1Y) 42.5% 0.5% 47.5%
Net income CAGR (3Y) 60.5% 5.5% 62.3%
EPS growth (1Y) 37.8% 1.7% 56.0%
EPS CAGR (3Y) 56.8% 5.2% 66.8%
Operating cash flow growth (1Y) 27.3% 13.0% 21.2%
Operating cash flow CAGR (3Y) 36.3% 22.2% 8.9%
Free cash flow growth (1Y) 27.7% 19.0% 17.5%
Free cash flow CAGR (3Y) 37.6% 25.7% 7.2%

Profitability

14 metrics
MetricDDOGNOWOTEX
Gross margin 79.5% 74.8% 73.7%
EBITDA margin 4.1% 23.2% 32.6%
Operating margin 0.4% 11.4% 20.6%
Pretax margin 5.0% 15.9% 16.4%
Net margin 4.5% 11.3% 12.3%
FCF margin 29.8% 31.1% 15.4%
Operating cash flow margin 31.0% 36.0% 19.2%
Return on equity 4.2% 13.8% 16.1%
Return on assets 2.4% 6.0% 4.9%
Return on invested capital – – 8.1%
Return on capital employed 0.3% 10.6% 10.2%
Asset turnover 0.5x 0.5x 0.4x
Cash conversion (OCF / net income) 6.9x 3.2x 1.6x
Stock comp / revenue 20.7% 12.3% 1.5%

Financial Health

11 metrics
MetricDDOGNOWOTEX
Debt / assets – 23.7% 44.0%
Debt / equity – 0.6x 1.4x
Net debt / EBITDA – 0.8x 2.8x
Debt / FCF – 1.6x 7.1x
Liabilities / assets 42.1% 60.5% 69.4%
Equity / assets 57.9% 39.5% 30.6%
Interest coverage 1.4x – –
Current ratio 3.2x 0.7x 0.8x
Quick ratio 3.2x 0.6x 0.7x
Cash ratio 2.7x 0.4x 0.4x
Altman Z-score 20.21 5.89 1.28

Shareholder Returns

7 metrics
MetricDDOGNOWOTEX
Dividend yield – – 4.0%
Net buyback yield -0.1% 1.9% 6.2%
Shareholder yield -0.1% 1.9% 10.2%
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.

ConsensusDDOGNOWOTEX
Forward P/E 103.0xFY2026 41.1xFY2026 6.7xFY2027
EPS, next fiscal year $2.72FY2026 $3.85FY2026 $4.15FY2027
EPS growth, next FY +32.7%FY2026 +9.7%FY2026 -4.8%FY2027
EPS growth, the year after +1.8% +27.0% 0.0%
Revenue, next fiscal year $4.18BFY2026 $15.25BFY2026 $5.05BFY2027
Revenue growth, next FY +21.7%FY2026 +14.8%FY2026 -2.5%FY2027
Revenue growth, the year after +24.9% +17.7% +1.2%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersDDOGNOWOTEX
Held by institutions 90.4% 81.6% 81.5%
Institutions holding 1,265 2,224 270
Change in shares held, QoQ +6.1% -2.1% +6.5%
Institutions buying 738 1,285 159
Institutions selling 432 779 82
Buyers to sellers 1.71 1.65 1.94

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.

DDOGNOWOTEX
DDOG 1.00 0.43 0.33
NOW 0.43 1.00 0.61
OTEX 0.33 0.61 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, DDOG, NOW and OTEX?

ServiceNow (NOW) is the largest by market capitalisation: Datadog (DDOG) $99.39B, ServiceNow (NOW) $160.33B, Open Text (OTEX) $6.81B.

Which stock is cheaper, DDOG, NOW and OTEX?

Open Text (OTEX) trades on the lowest price-to-earnings ratio (Datadog (DDOG) 559.7x, ServiceNow (NOW) 96.0x, Open Text (OTEX) 10.6x). On next year's consensus earnings, Open Text (OTEX) is cheapest (Datadog (DDOG) 103.0x, ServiceNow (NOW) 41.1x, Open Text (OTEX) 6.7x). 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%, ServiceNow (NOW) +22.2%, Open Text (OTEX) +1.5%.

Which company is more profitable?

Open Text (OTEX) has the highest net margin (Datadog (DDOG) 4.5%, ServiceNow (NOW) 11.3%, Open Text (OTEX) 12.3%).

Which stock has performed better?

Over the past year Datadog (DDOG) returned the most: Datadog (DDOG) +79.1%, ServiceNow (NOW) -15.0%, Open Text (OTEX) -29.8%. Over five years, Datadog (DDOG) compounded fastest (Datadog (DDOG) +12.3%/yr, ServiceNow (NOW) +3.5%/yr, Open Text (OTEX) -11.1%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, Open Text (OTEX) has been the steadiest (Datadog (DDOG) 69.2%, ServiceNow (NOW) 58.8%, Open Text (OTEX) 38.8%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, DDOG, NOW and OTEX?

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