DDOG vs GS: Which Is the Better Buy?
Side-by-side comparison of Datadog, Inc. and The Goldman Sachs Group, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-14.
Datadog, Inc. · Technology
$261.09
+45.0% upside to fair value
Grade B
High Quality
VS
The Goldman Sachs Group, Inc. · Financial Services
$1,045.91
-45.0% upside to fair value
Grade D
QuantHub Verdict
DDOG has more upside to fair value
(+45.0%).
GS trades at a lower forward P/E
(23.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DDOG |
GS |
| Current Price |
$261.09 |
$1,045.91 |
| Fair Value Estimate |
$378.58 |
$575.25 |
| Upside to Fair Value |
+45.0%
|
-45.0%
|
| Market Cap |
$92.9B |
$308.6B |
| Forward P/E |
678.5x
|
23.6x
|
| EV / EBITDA |
410.4x
|
15.9x
|
| Price / Sales |
25.3x
|
3.1x
|
| Price / FCF |
86.1x
|
-7.4x
|
| Revenue Growth YoY |
+32.2%
|
-35.0%
|
| Gross Margin |
79.9%
|
47.4%
|
| Operating Margin |
-0.7%
|
17.8%
|
| Return on Equity |
3.8%
|
15.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.16%
|
—
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
Datadog, Inc. is a leading provider of cloud-scale monitoring and analytics software for developers, IT operations teams, and business users in the technology sector. The company exhibits strong business quality with a durable competitive moat supported by high gross margins of 79.9% and rapid revenue growth of 32.2% in the most recent quarter. Despite this, the stock trades at a very high valuat…
The Goldman Sachs Group, Inc. operates as a leading global financial services firm specializing in investment banking, securities, investment management, and consumer banking. Despite its strong brand and competitive position in financial capital markets, the company currently faces significant headwinds as evidenced by a 35% decline in revenue and a 100% drop in earnings in the most recent quart…
Accumulation Zones
| Metric |
DDOG |
GS |
| Zone Low |
$283.94 |
$431.44 |
| Zone High |
$321.79 |
$488.96 |
| In Buy Zone? |
Yes
|
No
|