DDOG vs LLY: Which Is the Better Buy?
Side-by-side comparison of Datadog, Inc. and Eli Lilly and Company — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-17.
Datadog, Inc. · Technology
$261.09
+45.0% upside to fair value
Grade B
High Quality
VS
Eli Lilly and Company · Healthcare
$1,179.09
+31.7% upside to fair value
High Conviction
Grade A
High Quality
QuantHub Verdict
DDOG has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DDOG |
LLY |
| Current Price |
$261.09 |
$1,179.09 |
| Fair Value Estimate |
$378.58 |
$1,552.32 |
| Upside to Fair Value |
+45.0%
|
+31.7%
|
| Market Cap |
$92.9B |
$1,110.4B |
| Forward P/E |
678.5x
|
—
|
| EV / EBITDA |
410.4x
|
34.3x
|
| Price / Sales |
25.3x
|
14.6x
|
| Price / FCF |
86.1x
|
77.7x
|
| Revenue Growth YoY |
+32.2%
|
+55.5%
|
| Gross Margin |
79.9%
|
83.5%
|
| Operating Margin |
-0.7%
|
45.9%
|
| Return on Equity |
3.8%
|
101.3%
|
| Dividend Yield |
0% |
0.55% |
| FCF Yield |
1.16%
|
1.29%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
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…
Eli Lilly is a global biopharma company whose exceptionally profitable cardiometabolic franchises, led by Mounjaro and Zepbound, are driving a high-quality growth phase: revenue rose 55.5% year over year and earnings rose 168.0% year over year in the most recent quarter, while gross, operating, and net margins were 83.5%, 45.9%, and 35.0%, respectively. Business quality is high because tirzepatid…
Accumulation Zones
| Metric |
DDOG |
LLY |
| Zone Low |
$283.94 |
$1,164.24 |
| Zone High |
$321.79 |
$1,319.47 |
| In Buy Zone? |
Yes
|
Yes
|