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 2026-09-25.
Datadog, Inc. · Technology
$256.92
+28.7% upside to fair value
Med Conviction
Grade C
High Quality
VS
The Goldman Sachs Group, Inc. · Financial Services
$923.29
+25.9% 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.
See all research →
Valuation & Fundamentals
| Metric |
DDOG |
GS |
| Current Price |
$256.92 |
$923.29 |
| Fair Value Estimate |
$330.72 |
$1,162.79 |
| Upside to Fair Value |
+28.7%
|
+25.9%
|
| Market Cap |
$91.5B |
$272.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
350.6x
|
26.3x
|
| Price / Sales |
23.1x
|
2.3x
|
| Price / FCF |
78.9x
|
—
|
| Revenue Growth YoY |
+35.6%
|
+22.9%
|
| Gross Margin |
79.5%
|
57.3%
|
| Operating Margin |
0.4%
|
24.8%
|
| Return on Equity |
4.6%
|
17.0%
|
| Dividend Yield |
0% |
1.95% |
| FCF Yield |
1.27%
|
—
|
| Analyst Consensus |
Strong Buy
|
Hold
|
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…
Goldman Sachs is a global financial services firm operating four divisions: Investment Banking, Global Markets, Asset Management, and Consumer & Wealth Management, with 46,200 full-time employees and a market cap of $272.38 billion at a current price of $923.29. The business quality is high because of its leading franchise in advisory, underwriting, and trading, evidenced by a 17.0% ROE, a 57.3% …
Accumulation Zones
| Metric |
DDOG |
GS |
| Zone Low |
$248.04 |
$872.09 |
| Zone High |
$281.11 |
$988.37 |
| In Buy Zone? |
Yes
|
Yes
|