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 2026-04-11.
Datadog, Inc. · Technology
$104.77
+55.6% upside to fair value
Grade B
High Quality
VS
Eli Lilly and Company · Healthcare
$939.47
+71.1% upside to fair value
High Conviction
Grade A
QuantHub Verdict
LLY has more upside to fair value
(+71.1%).
LLY trades at a lower forward P/E
(27.4x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
DDOG |
LLY |
| Current Price |
$104.77 |
$939.47 |
| Fair Value Estimate |
$163.01 |
$1,607.00 |
| Upside to Fair Value |
+55.6%
|
+71.1%
|
| Market Cap |
$37.1B |
$887.6B |
| Forward P/E |
341.2x
|
27.4x
|
| EV / EBITDA |
168.3x
|
35.8x
|
| Price / Sales |
10.8x
|
14.8x
|
| Price / FCF |
37.0x
|
107.6x
|
| Revenue Growth YoY |
+7.6%
|
+44.7%
|
| Gross Margin |
79.9%
|
83.8%
|
| Operating Margin |
-1.3%
|
45.6%
|
| Return on Equity |
3.2%
|
77.8%
|
| Dividend Yield |
0% |
0.56% |
| FCF Yield |
2.7%
|
0.93%
|
| Analyst Consensus |
Strong Buy
|
Strong 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…
Eli Lilly remains the dominant GLP-1 franchise holder with Mounjaro and Zepbound generating $36.5B combined in 2025 on 45% total revenue growth to $65.2B. The company guided $80-83B for 2026, well above prior Street consensus, and launched Foundayo (oral GLP-1, FDA approved April 2026) with $1.5B pre-built inventory. At $939 the stock trades at 14.8x P/S, right at its 5-year median, and 27.4x for…
Accumulation Zones
| Metric |
DDOG |
LLY |
| Zone Low |
$122.26 |
$1,205.00 |
| Zone High |
$138.56 |
$1,366.00 |
| In Buy Zone? |
Yes
|
Yes
|