DDOG vs TMO: Which Is the Better Buy?
Side-by-side comparison of Datadog, Inc. and Thermo Fisher Scientific 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
Thermo Fisher Scientific Inc. · Healthcare
$658.32
+31.1% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
TMO has more upside to fair value
(+31.1%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DDOG |
TMO |
| Current Price |
$256.92 |
$658.32 |
| Fair Value Estimate |
$330.72 |
$863.34 |
| Upside to Fair Value |
+28.7%
|
+31.1%
|
| Market Cap |
$91.5B |
$244.7B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
350.6x
|
25.9x
|
| Price / Sales |
23.1x
|
5.3x
|
| Price / FCF |
78.9x
|
33.4x
|
| Revenue Growth YoY |
+35.6%
|
+10.5%
|
| Gross Margin |
79.5%
|
40.4%
|
| Operating Margin |
0.4%
|
17.7%
|
| Return on Equity |
4.6%
|
13.4%
|
| Dividend Yield |
0% |
0.28% |
| FCF Yield |
1.27%
|
3.0%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
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…
Thermo Fisher Scientific is a global life-sciences and laboratory-services platform spanning Life Sciences Solutions, Analytical Instruments, Specialty Diagnostics, and Laboratory Products and Biopharma Services, with recognized brands including Thermo Scientific, Applied Biosystems, Invitrogen, Fisher Scientific, Patheon, and PPD, serving pharmaceutical, biotech, clinical, academic, and governme…
Accumulation Zones
| Metric |
DDOG |
TMO |
| Zone Low |
$248.04 |
$647.50 |
| Zone High |
$281.11 |
$733.84 |
| In Buy Zone? |
Yes
|
Yes
|