DDOG vs ORCL: Which Is the Better Buy?
Side-by-side comparison of Datadog, Inc. and Oracle Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-18.
Datadog, Inc. · Technology
$104.77
+55.6% upside to fair value
Grade B
High Quality
VS
Oracle Corporation · Technology
$175.08
+24.7% upside to fair value
Grade B
QuantHub Verdict
DDOG has more upside to fair value
(+55.6%).
ORCL trades at a lower forward P/E
(30.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DDOG |
ORCL |
| Current Price |
$104.77 |
$175.08 |
| Fair Value Estimate |
$163.01 |
$218.26 |
| Upside to Fair Value |
+55.6%
|
+24.7%
|
| Market Cap |
$37.1B |
$503.5B |
| Forward P/E |
341.2x
|
30.8x
|
| EV / EBITDA |
168.3x
|
21.4x
|
| Price / Sales |
10.8x
|
7.9x
|
| Price / FCF |
37.0x
|
-20.4x
|
| Revenue Growth YoY |
+7.6%
|
+7.0%
|
| Gross Margin |
79.9%
|
66.4%
|
| Operating Margin |
-1.3%
|
30.8%
|
| Return on Equity |
3.2%
|
57.4%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.7%
|
—
|
| 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…
Oracle Corporation is a leading technology company specializing in software infrastructure, with a dominant Cloud and License Business segment generating 85.8% of its $57.4 billion revenue in fiscal 2025. The company benefits from a durable competitive moat driven by decades of leadership continuity, aggressive M&A history, and a strong position in enterprise software and cloud services. Despite …
Accumulation Zones
| Metric |
DDOG |
ORCL |
| Zone Low |
$122.26 |
$163.69 |
| Zone High |
$138.56 |
$185.52 |
| In Buy Zone? |
Yes
|
Yes
|