AMZN vs DDOG: Which Is the Better Buy?
Side-by-side comparison of Amazon.com, Inc. and Datadog, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-10.
Amazon.com, Inc. · Consumer Cyclical
$238.12
+59.3% upside to fair value
Grade B
High Quality
VS
Datadog, Inc. · Technology
$104.77
+55.6% upside to fair value
Grade B
High Quality
QuantHub Verdict
AMZN has more upside to fair value
(+59.3%).
AMZN trades at a lower forward P/E
(32.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMZN |
DDOG |
| Current Price |
$238.12 |
$104.77 |
| Fair Value Estimate |
$379.40 |
$163.01 |
| Upside to Fair Value |
+59.3%
|
+55.6%
|
| Market Cap |
$2,556.2B |
$37.1B |
| Forward P/E |
32.8x
|
341.2x
|
| EV / EBITDA |
15.9x
|
168.3x
|
| Price / Sales |
3.6x
|
10.8x
|
| Price / FCF |
332.2x
|
37.0x
|
| Revenue Growth YoY |
+18.4%
|
+7.6%
|
| Gross Margin |
50.3%
|
79.9%
|
| Operating Margin |
11.2%
|
-1.3%
|
| Return on Equity |
21.9%
|
3.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.3%
|
2.7%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Amazon.com, Inc. operates as the world's largest e-commerce and cloud computing company, with a diversified revenue base spanning online retail, third-party seller services, AWS cloud, advertising, and subscription services. The business quality is high due to its durable competitive moats including AWS's leadership in cloud infrastructure and Amazon's dominant e-commerce platform. Despite strong…
Datadog, Inc. is a leading cloud-based monitoring and analytics platform specializing in observability and security for cloud-native, microservices, and AI applications. The company benefits from strong product-market fit driven by extensive integrations and a customer-centric approach, reflected in 26% revenue growth to $3.43 billion in fiscal 2025 and 37.4% earnings growth year-over-year. Despi…
Accumulation Zones
| Metric |
AMZN |
DDOG |
| Zone Low |
$284.55 |
$122.26 |
| Zone High |
$322.49 |
$138.56 |
| In Buy Zone? |
Yes
|
Yes
|