DDOG vs NKE: Which Is the Better Buy?
Side-by-side comparison of Datadog, Inc. and NIKE, 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
NIKE, Inc. · Consumer Cyclical
$35.78
+9.9% upside to fair value
Med Conviction
Grade C
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 |
NKE |
| Current Price |
$256.92 |
$35.78 |
| Fair Value Estimate |
$330.72 |
$39.33 |
| Upside to Fair Value |
+28.7%
|
+9.9%
|
| Market Cap |
$91.5B |
$53.0B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
350.6x
|
12.0x
|
| Price / Sales |
23.1x
|
1.1x
|
| Price / FCF |
78.9x
|
24.3x
|
| Revenue Growth YoY |
+35.6%
|
-1.1%
|
| Gross Margin |
79.5%
|
42.9%
|
| Operating Margin |
0.4%
|
8.2%
|
| Return on Equity |
4.6%
|
22.0%
|
| Dividend Yield |
0% |
4.58% |
| FCF Yield |
1.27%
|
4.12%
|
| 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…
NIKE designs, markets and distributes athletic footwear, apparel and equipment through the Nike, Jordan and Converse brands, supported by global athlete marketing, valuable intellectual property and a broad wholesale and owned-digital network. Business quality is medium: its brand moat and 22.0% ROE remain meaningful, but the moat is narrowing amid intense competition, weak direct sales and uneve…
Accumulation Zones
| Metric |
DDOG |
NKE |
| Zone Low |
$248.04 |
$29.50 |
| Zone High |
$281.11 |
$33.43 |
| In Buy Zone? |
Yes
|
No
|