DDOG vs RTX: Which Is the Better Buy?
Side-by-side comparison of Datadog, Inc. and RTX Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-06-20.
Datadog, Inc. · Technology
$223.00
+45.0% upside to fair value
Grade B
High Quality
VS
RTX Corporation · Industrials
$185.60
-25.2% upside to fair value
Grade D
QuantHub Verdict
DDOG has more upside to fair value
(+45.0%).
RTX trades at a lower forward P/E
(34.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DDOG |
RTX |
| Current Price |
$223.00 |
$185.60 |
| Fair Value Estimate |
$323.35 |
$138.81 |
| Upside to Fair Value |
+45.0%
|
-25.2%
|
| Market Cap |
$79.4B |
$249.9B |
| Forward P/E |
579.5x
|
34.3x
|
| EV / EBITDA |
351.1x
|
18.3x
|
| Price / Sales |
21.6x
|
2.8x
|
| Price / FCF |
73.5x
|
29.9x
|
| Revenue Growth YoY |
+32.2%
|
+8.7%
|
| Gross Margin |
79.9%
|
20.2%
|
| Operating Margin |
-0.7%
|
10.9%
|
| Return on Equity |
3.8%
|
11.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.36%
|
3.34%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
Datadog, Inc. operates a unified observability and security platform that integrates infrastructure monitoring, application performance monitoring, log management, real user monitoring, and security solutions. The company benefits from a high-quality business model characterized by a broad technical moat, led by experienced founders and a stable leadership team with deep engineering expertise. De…
RTX Corporation is a leading aerospace and defense company with a strong competitive moat driven by scale and an installed base in commercial aerospace via Pratt & Whitney and Collins Aerospace, and defense through Raytheon. The company benefits from a large multi-year backlog of approximately $270 billion supporting steady cash flow and mid-single-digit organic growth. Despite solid revenue grow…
Accumulation Zones
| Metric |
DDOG |
RTX |
| Zone Low |
$242.51 |
$104.11 |
| Zone High |
$274.85 |
$117.99 |
| In Buy Zone? |
Yes
|
No
|