COMP <GO>
DDOG vs NOW // NET PROFIT MARGIN
Datadog Inc. (NASDAQ) VS. ServiceNow Inc. (NYSE) • 15-METRIC TALLY: DDOG 4
— NOW 6
▲ NET PROFIT MARGIN LEADER: NOW
LAST: $235.27 (-11.50%) • MKT CAP: $95.46B
net-margins
3.10%
LAST: $105.12 (-4.15%) • MKT CAP: $113.84B
net-margins
13.20%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (DDOG VS. NOW)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | DDOG | NOW | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 80.00% | 77.50% | +2.50 | DDOG | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | -0.50% | 9.80% | -10.30 | NOW | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 45.1x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 1.05% | 4.02% | -2.97 | NOW | /fcf-yield <GO> |
| Operating Margin | -1.30% | 13.70% | -15.00 | NOW | /operating-margins <GO> |
| Net Profit Margin ACTIVE | 3.10% | 13.20% | -10.10 | NOW | /net-margins <GO> |
| Revenue Growth (YoY) | 27.70% | 20.90% | +6.80 | DDOG | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 20.88 | 6.25 | +14.63 | DDOG | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 9/9 | -1.00 | NOW | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 50.7 | 31.1 | +19.60 | DDOG | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.38 | 1.38 | 0.00 | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 54.7x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $95.46B | $113.84B | -$18.38B | NOW | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | DDOG REV | NOW REV | DDOG GROSS % | NOW GROSS % | DDOG FCF | NOW FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.43B | $13.28B | 80.0% | 77.5% | $1.00B | $4.58B |
| FY 2024 | $2.68B | $10.98B | 80.8% | 79.2% | $835.9M | $3.42B |
| FY 2023 | $2.13B | $8.97B | — | — | $564.2M | $2.99B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
DDOG // BETA 1.38
NOW // BETA 1.38