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 2026-04-11.
Datadog, Inc. · Technology
$104.77
+55.6% upside to fair value
Grade B
High Quality
VS
The Goldman Sachs Group, Inc. · Financial Services
$907.80
-3.1% upside to fair value
Low Conviction
Grade C+
QuantHub Verdict
DDOG has more upside to fair value
(+55.6%).
GS trades at a lower forward P/E
(15.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DDOG |
GS |
| Current Price |
$104.77 |
$907.80 |
| Fair Value Estimate |
$163.01 |
$880.00 |
| Upside to Fair Value |
+55.6%
|
-3.1%
|
| Market Cap |
$37.1B |
$269.4B |
| Forward P/E |
341.2x
|
15.6x
|
| EV / EBITDA |
168.3x
|
29.7x
|
| Price / Sales |
10.8x
|
2.1x
|
| Price / FCF |
37.0x
|
—
|
| Revenue Growth YoY |
+7.6%
|
+9.0%
|
| Gross Margin |
79.9%
|
47.5%
|
| Operating Margin |
-1.3%
|
17.5%
|
| Return on Equity |
3.2%
|
13.8%
|
| Dividend Yield |
0% |
1.71% |
| FCF Yield |
2.7%
|
—
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
Datadog, Inc. is a leading cloud-based monitoring and analytics platform specializing in observability and security for cloud-native, microservices, and AI applications. The company benefits from strong product-market fit driven by extensive integrations and a customer-centric approach, reflected in 26% revenue growth to $3.43 billion in fiscal 2025 and 37.4% earnings growth year-over-year. Despi…
Goldman Sachs remains the premier global investment bank with dominant franchises in M&A advisory, equities trading, and asset management. FY2025 delivered $58.3B net revenues, 15% ROE, and $51.32 diluted EPS, powered by record equities trading and a resurgent IB pipeline. The stock has pulled back 8% from January highs near $985 but still trades at 2.27x book value, well above the 5-year median …
Accumulation Zones
| Metric |
DDOG |
GS |
| Zone Low |
$122.26 |
$600.00 |
| Zone High |
$138.56 |
$680.00 |
| In Buy Zone? |
Yes
|
No
|