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 2026-06-20.
Datadog, Inc. · Technology
$223.00
+45.0% upside to fair value
Grade B
High Quality
VS
Deere & Company · Industrials
$589.24
-29.6% upside to fair value
Grade D
High Quality
QuantHub Verdict
DDOG has more upside to fair value
(+45.0%).
DE trades at a lower forward P/E
(33.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DDOG |
DE |
| Current Price |
$223.00 |
$589.24 |
| Fair Value Estimate |
$323.35 |
$414.61 |
| Upside to Fair Value |
+45.0%
|
-29.6%
|
| Market Cap |
$79.4B |
$159.1B |
| Forward P/E |
579.5x
|
33.3x
|
| EV / EBITDA |
351.1x
|
18.8x
|
| Price / Sales |
21.6x
|
3.4x
|
| Price / FCF |
73.5x
|
42.2x
|
| Revenue Growth YoY |
+32.2%
|
+6.7%
|
| Gross Margin |
79.9%
|
35.4%
|
| Operating Margin |
-0.7%
|
18.4%
|
| Return on Equity |
3.8%
|
18.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.36%
|
2.37%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
Datadog, Inc. operates a unified observability and security platform that integrates infrastructure monitoring, application performance monitoring, log management, real user monitoring, and security solutions. The company benefits from a high-quality business model characterized by a broad technical moat, led by experienced founders and a stable leadership team with deep engineering expertise. De…
Deere & Company is a leading global manufacturer of agricultural, construction, and forestry machinery with a durable competitive moat anchored by its number one market share in large agricultural equipment and a dense dealer network. The company benefits from embedded precision agriculture technology that widens its competitive gap, particularly in North America where it holds 40 to 60 percent m…
Accumulation Zones
| Metric |
DDOG |
DE |
| Zone Low |
$242.51 |
$310.96 |
| Zone High |
$274.85 |
$352.42 |
| In Buy Zone? |
Yes
|
No
|