DDOG
Datadog, Inc.$279.53Technology · Software - Application · 软件 / SaaS / Agent 落地 (IGV) · as of 2026-10-06
估值
PE TTM559.1
PE NTM (混合)97.4
Fwd PE (Yahoo +1y)94.0
PEG NTM5.51
PEG (Yahoo)1.43
EV/EBITDA1152.6
EV/Rev24.1
P/S25.3
FCF yield1.0%
Fwd PE 自身分位n=1，样本不足
增长 / 质量
Revenue TTM4.0B
Rev growth (yoy q)36%
Earnings growth1499%
EPS +1y vs 0y18%
Gross margin80%
Op margin1%
Net margin4%
FCF / OCF1.1B / 1.2B
Debt / Cash1.3B / 5.0B
Mkt cap / EV100.4B / 95.5B
共识 / 修正
Target mean287.1 (3%)
Rec mean (1=StrongBuy)1.49
SB/B/H/S10/32/3/2
Analysts47
+1y EPS up/down 30d3 / 0
+1y EPS chg 90d4%
Surprise avg 4q14.1%
Next earnings2026-11-05
FY end2026-12-31
价格 / 情绪
52w high / low292.7 / 98.0
vs 52w high-5%
Ret 1m / 3m31% / 9%
RS vs SPY 1m / 3m30% / 4%
Beta1.51
Short % float3.5%
Div yield0.00%
共识预期 (EPS / Revenue)
| Period | End | EPS avg | low–high | g | 90d ago | Up/Dn 30d | Rev avg | Rev g |
|---|---|---|---|---|---|---|---|---|
| 0q | 2026-09-30 | 0.64 | 0.60–0.68 | 16% | 0.61 | 2/0 | 1.1B | 29% |
| +1q | 2026-12-31 | 0.64 | 0.59–0.66 | 8% | 0.63 | 1/0 | 1.2B | 26% |
| 0y | 2026-12-31 | 2.53 | 2.48–2.65 | 23% | 2.42 | 0/0 | 4.5B | 30% |
| +1y | 2027-12-31 | 2.97 | 2.66–4.16 | 18% | 2.86 | 3/0 | 5.5B | 23% |
财报历史 (EPS actual vs estimate)
| Quarter | Actual | Estimate | Surprise |
|---|---|---|---|
| 2025-09-30 | 0.55 | 0.46 | 20.3% |
| 2025-12-31 | 0.59 | 0.55 | 6.3% |
| 2026-03-31 | 0.60 | 0.51 | 18.3% |
| 2026-06-30 | 0.65 | 0.58 | 11.5% |
价格（1 年）与 Forward PE 快照历史
Forward PE 历史区间：每日快照累积中（目前 1 天）