COMP <GO>
DDOG vs SNOW // REVENUE GROWTH (YOY)
Datadog Inc. (NASDAQ) VS. Snowflake Inc. (NYSE) • 15-METRIC TALLY: DDOG 9
— SNOW 2
▲ REVENUE GROWTH (YOY) LEADER: SNOW
LAST: $235.27 (-11.50%) • MKT CAP: $95.46B
revenue-growth
27.70%
LAST: $306.08 (-7.32%) • MKT CAP: $116.52B
revenue-growth
29.20%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (DDOG VS. SNOW)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | DDOG | SNOW | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 80.00% | 67.20% | +12.80 | DDOG | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | -0.50% | -12.20% | +11.70 | DDOG | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 1.05% | 0.96% | +0.09 | DDOG | /fcf-yield <GO> |
| Operating Margin | -1.30% | -30.60% | +29.30 | DDOG | /operating-margins <GO> |
| Net Profit Margin | 3.10% | -28.40% | +31.50 | DDOG | /net-margins <GO> |
| Revenue Growth (YoY) ACTIVE | 27.70% | 29.20% | -1.50 | SNOW | /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 | 8.41 | +12.47 | DDOG | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 6/9 | +2.00 | DDOG | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 50.7 | 50.1 | +0.60 | DDOG | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.38 | 1.23 | +0.15 | DDOG | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 29.0x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $95.46B | $116.52B | -$21.06B | SNOW | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | DDOG REV | SNOW REV | DDOG GROSS % | SNOW GROSS % | DDOG FCF | SNOW FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.43B | $4.68B | 80.0% | 67.2% | $1.00B | $1.12B |
| FY 2024 | $2.68B | $3.63B | 80.8% | 66.5% | $835.9M | $913.5M |
| FY 2023 | $2.13B | $2.81B | — | — | $564.2M | $721.8M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
DDOG // BETA 1.38
SNOW // BETA 1.23