CRM vs DDOG: Which Is the Better Buy?
Side-by-side comparison of Salesforce, Inc. and Datadog, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-25.
Salesforce, Inc. · Technology
$236.42
+11.6% upside to fair value
Med Conviction
Grade B
High Quality
VS
Datadog, Inc. · Technology
$256.92
+28.7% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
DDOG has more upside to fair value
(+28.7%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CRM |
DDOG |
| Current Price |
$236.42 |
$256.92 |
| Fair Value Estimate |
$263.88 |
$330.72 |
| Upside to Fair Value |
+11.6%
|
+28.7%
|
| Market Cap |
$193.6B |
$91.5B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
14.4x
|
350.6x
|
| Price / Sales |
4.4x
|
23.1x
|
| Price / FCF |
12.8x
|
78.9x
|
| Revenue Growth YoY |
+10.8%
|
+35.6%
|
| Gross Margin |
77.3%
|
79.5%
|
| Operating Margin |
21.4%
|
0.4%
|
| Return on Equity |
20.2%
|
4.6%
|
| Dividend Yield |
0.73% |
0% |
| FCF Yield |
7.82%
|
1.27%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Salesforce is the leading enterprise customer relationship management platform, spanning Sales, Service, Platform, Marketing, Commerce, Tableau, MuleSoft, and Slack under the Customer 360 umbrella, with 83,334 employees and a business that converts $53.65 of revenue per share into $18.48 of free cash flow per share. Business quality is high: TTM gross margin of 77.3%, TTM operating margin of 21.4…
Datadog is a cloud observability platform that unifies infrastructure monitoring, application performance management, log management, security, and incident response into a single SaaS offering used by developers and IT operations teams across North America and internationally. The business quality is high on the top line: revenue grew 35.6% year over year in the most recent quarter, TTM gross ma…
Accumulation Zones
| Metric |
CRM |
DDOG |
| Zone Low |
$197.91 |
$248.04 |
| Zone High |
$224.30 |
$281.11 |
| In Buy Zone? |
No
|
Yes
|