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 2026-09-25.
Datadog, Inc. · Technology
$256.92
+28.7% upside to fair value
Med Conviction
Grade C
High Quality
VS
Deere & Company · Industrials
$703.12
-12.2% 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 |
DDOG |
DE |
| Current Price |
$256.92 |
$703.12 |
| Fair Value Estimate |
$330.72 |
$616.99 |
| Upside to Fair Value |
+28.7%
|
-12.2%
|
| Market Cap |
$91.5B |
$189.8B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
350.6x
|
22.1x
|
| Price / Sales |
23.1x
|
4.0x
|
| Price / FCF |
78.9x
|
49.1x
|
| Revenue Growth YoY |
+35.6%
|
+7.0%
|
| Gross Margin |
79.5%
|
35.7%
|
| Operating Margin |
0.4%
|
19.0%
|
| Return on Equity |
4.6%
|
18.1%
|
| Dividend Yield |
0% |
0.92% |
| FCF Yield |
1.27%
|
2.04%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
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…
Deere & Company is a 1837-founded global manufacturer of agricultural, turf, and construction equipment organized across Production and Precision Agriculture, Small Agriculture and Turf, Construction and Forestry, and Financial Services, employing roughly 73,100 people under CEO John C. May. Business quality is high on franchise strength but currently strained by the large-agriculture cycle: TTM …
Accumulation Zones
| Metric |
DDOG |
DE |
| Zone Low |
$248.04 |
$462.74 |
| Zone High |
$281.11 |
$524.44 |
| In Buy Zone? |
Yes
|
No
|