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 2026-05-09.
Datadog, Inc. · Technology
$200.16
+45.0% upside to fair value
Grade C
High Quality
VS
NIKE, Inc. · Consumer Cyclical
$42.62
+38.4% upside to fair value
Med Conviction
Grade B+
QuantHub Verdict
DDOG has more upside to fair value
(+45.0%).
NKE trades at a lower forward P/E
(27.9x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DDOG |
NKE |
| Current Price |
$200.16 |
$42.62 |
| Fair Value Estimate |
$290.23 |
$58.98 |
| Upside to Fair Value |
+45.0%
|
+38.4%
|
| Market Cap |
$71.2B |
$63.0B |
| Forward P/E |
521.2x
|
27.9x
|
| EV / EBITDA |
415.7x
|
20.7x
|
| Price / Sales |
19.4x
|
1.4x
|
| Price / FCF |
66.0x
|
19.4x
|
| Revenue Growth YoY |
+32.2%
|
-9.8%
|
| Gross Margin |
79.9%
|
42.7%
|
| Operating Margin |
-0.7%
|
8.0%
|
| Return on Equity |
3.8%
|
24.4%
|
| Dividend Yield |
0% |
3.8% |
| FCF Yield |
1.51%
|
5.2%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
Datadog, Inc. is a leading cloud-based monitoring and analytics platform specializing in observability and security solutions for enterprise IT infrastructure. The company demonstrates high business quality with durable competitive moats driven by product integration, developer-centric design, and scale. Despite strong revenue growth of 27.8% year-over-year in fiscal 2025 and earnings growth of 1…
Nike is the world's largest athletic footwear and apparel company with $46.3B in FY2025 revenue, operating across 190+ countries with the Nike, Jordan, and Converse brands. The stock trades near its 9-year low at $42.62 after an 11% single-day crash following a Q3 FY2026 earnings report that showed 35% net income decline and weak Q4 guidance calling for a further 2-4% revenue decline. FY2025 reve…
Accumulation Zones
| Metric |
DDOG |
NKE |
| Zone Low |
$217.67 |
$44.23 |
| Zone High |
$246.70 |
$50.13 |
| In Buy Zone? |
Yes
|
Yes
|