DDOG vs OTEX vs NOW Stock Comparison

Datadog, Open Text and ServiceNow Prices as of Oct 26, 2026 Peers: Industry group
DDOG Datadog, Inc.
$280.24 +4.5% 1M +79.1% 1Y
Market cap
$99.44B
P/E
560.0x
Revenue (TTM)
$3.97B
Div. yield
–
IT Operations Software Technology
4 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
NOW ServiceNow, Inc.
$158.19 +16.6% 1M -15.0% 1Y
Market cap
$160.53B
P/E
96.1x
Revenue (TTM)
$14.73B
Div. yield
–
Business Process Automation Technology
2 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.

QuestionDDOGOTEXNOWLeader
Larger companyMarket capitalisation $99.44B $6.81B $160.53B NOW
Cheaper on earningsLower P/E, profitable companies only 560.0x 10.6x 96.1x OTEX
Cheaper on forward earningsLower price / next fiscal year consensus EPS 103.0x 6.7x 41.1x OTEX
Faster revenue growthRevenue growth, trailing twelve months +31.5% +1.5% +22.2% DDOG
More profitableNet margin, trailing twelve months 4.5% 12.3% 11.3% OTEX
Better return on capitalReturn on invested capital — 8.1% — –
Less leveragedLower net debt / EBITDA — 2.8x 0.8x NOW
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months +79.1% -29.8% -15.0% DDOG
Better 5-year returnAnnualised price return, 5 years +12.3%/yr -11.1%/yr +3.5%/yr DDOG
Less volatileAnnualised volatility, 1 year 69.2% 38.8% 58.8% OTEX
Higher overall scoreMean of the five percentile scores vs peers 65/100 58/100 52/100 DDOG

Percentile Scorecard

DDOGOTEXNOW

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

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

Price Performance

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

Returns

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

Risk

MeasureDDOGOTEXNOWSPY
Volatility, 1Y 69.2%38.8%58.8% 12.7%
Downside volatility, 1Y 59.7%40.3%61.5% 12.7%
Beta vs S&P 500, 1Y 1.280.830.62 1.00
Return / volatility, 1Y 1.14-0.77-0.25 1.02
Max drawdown, 5Y -68.1%-61.7%-64.5% -25.4%
From 52-week high -4.4%-30.4%-16.4% -1.8%
52-week high $293.26$39.69$189.26 $779.14
52-week low $102.61$20.01$83.00 $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.

MultipleDDOGOTEXNOW
P/E now vs peer median 562.2xmedian 38.1x 10.7xmedian 31.9x 97.7xmedian 28.8x
P/S now vs peer median 25.4xmedian 4.3x 1.3xmedian 2.4x 11.1xmedian 2.8x
EV/EBITDA now vs peer median 583.5xmedian 35.4x 6.7xmedian 11.5x 48.7xmedian 17.7x
P/FCF now vs peer median 85.1xmedian 27.1x 8.3xmedian 14.2x 35.7xmedian 15.8x
P/B now vs peer median 23.0xmedian 3.4x 1.7xmedian 3.0x 13.1xmedian 3.2x
PEG now vs peer median 9.89median 1.27 0.16median 0.77 18.80median 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 monthsDDOGOTEXNOW
Revenue $3.97B $5.25B $14.73B
Gross profit $3.15B $3.87B $11.02B
Operating income $16.33M $1.08B $1.68B
Net income $177.58M $643.26M $1.67B
Free cash flow $1.18B $807.52M $4.58B
R&D $1.73B $647.71M $3.26B
EPS (diluted) $0.48 $2.58 $1.61
Cash & equivalents $434.96M $956.02M $2.50B
Total debt – $5.77B $7.52B
Shares (diluted) 371.02M 249.37M 1.03B
Enterprise value $81.09B $2.24B $138.99B

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

Growth

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

Profitability

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

Financial Health

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

Shareholder Returns

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

ConsensusDDOGOTEXNOW
Forward P/E 103.0xFY2026 6.7xFY2027 41.1xFY2026
EPS, next fiscal year $2.72FY2026 $4.14FY2027 $3.85FY2026
EPS growth, next FY +32.7%FY2026 -5.0%FY2027 +9.7%FY2026
EPS growth, the year after +2.2% 0.0% +27.3%
Revenue, next fiscal year $4.18BFY2026 $5.03BFY2027 $15.24BFY2026
Revenue growth, next FY +21.7%FY2026 -2.9%FY2027 +14.8%FY2026
Revenue growth, the year after +24.9% +1.2% +17.7%

Institutional Ownership

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

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.

DDOGOTEXNOW
DDOG 1.00 0.33 0.43
OTEX 0.33 1.00 0.61
NOW 0.43 0.61 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, DDOG, OTEX and NOW?

ServiceNow (NOW) is the largest by market capitalisation: Datadog (DDOG) $99.44B, Open Text (OTEX) $6.81B, ServiceNow (NOW) $160.53B.

Which stock is cheaper, DDOG, OTEX and NOW?

Open Text (OTEX) trades on the lowest price-to-earnings ratio (Datadog (DDOG) 560.0x, Open Text (OTEX) 10.6x, ServiceNow (NOW) 96.1x). On next year's consensus earnings, Open Text (OTEX) is cheapest (Datadog (DDOG) 103.0x, Open Text (OTEX) 6.7x, ServiceNow (NOW) 41.1x). 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%, Open Text (OTEX) +1.5%, ServiceNow (NOW) +22.2%.

Which company is more profitable?

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

Which stock has performed better?

Over the past year Datadog (DDOG) returned the most: Datadog (DDOG) +79.1%, Open Text (OTEX) -29.8%, ServiceNow (NOW) -15.0%. Over five years, Datadog (DDOG) compounded fastest (Datadog (DDOG) +12.3%/yr, Open Text (OTEX) -11.1%/yr, ServiceNow (NOW) +3.5%/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%, Open Text (OTEX) 38.8%, ServiceNow (NOW) 58.8%). Volatility measures how widely the price swings, not the risk of the business.

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

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.