DDOG vs DE: Which Is the Better Buy?
Side-by-side comparison of Datadog, Inc. and Deere & Company — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-04.
Datadog, Inc. · Technology
$126.61
+194.6% upside to fair value
Grade C
High Quality
VS
Deere & Company · Industrials
$578.39
+22.4% upside to fair value
Grade C
QuantHub Verdict
DDOG has more upside to fair value
(+194.6%).
DE trades at a lower forward P/E
(32.5x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DDOG |
DE |
| Current Price |
$126.61 |
$578.39 |
| Fair Value Estimate |
$373.02 |
$708.19 |
| Upside to Fair Value |
+194.6%
|
+22.4%
|
| Market Cap |
$44.8B |
$156.2B |
| Forward P/E |
412.3x
|
32.5x
|
| EV / EBITDA |
202.3x
|
18.4x
|
| Price / Sales |
13.1x
|
3.4x
|
| Price / FCF |
44.8x
|
43.7x
|
| Revenue Growth YoY |
+29.2%
|
+16.3%
|
| Gross Margin |
79.9%
|
35.6%
|
| Operating Margin |
-1.3%
|
18.5%
|
| Return on Equity |
3.2%
|
18.9%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.23%
|
2.29%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
Datadog, Inc. operates a leading cloud-based observability and security platform that drives high customer retention and multi-product adoption, supporting strong revenue growth of 28% year-over-year in fiscal 2025 to $3.43 billion. The company benefits from a usage-based subscription model with 85% of customers using two or more products, creating switching costs and a growing moat. Despite this…
Deere & Company is a leading manufacturer of agricultural, construction, and forestry machinery, with a strong position in production and precision agriculture, small agriculture and turf, and construction and forestry segments. The company benefits from a durable competitive moat driven by its brand, intangible assets, and switching costs, supported by a CEO with deep institutional knowledge and…
Accumulation Zones
| Metric |
DDOG |
DE |
| Zone Low |
$279.76 |
$531.14 |
| Zone High |
$317.07 |
$601.96 |
| In Buy Zone? |
Yes
|
Yes
|