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 2026-05-04.
Datadog, Inc. · Technology
$126.61
+194.6% upside to fair value
Grade C
High Quality
VS
Thermo Fisher Scientific Inc. · Healthcare
$462.60
+10.1% upside to fair value
Grade B
QuantHub Verdict
DDOG has more upside to fair value
(+194.6%).
TMO trades at a lower forward P/E
(25.1x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DDOG |
TMO |
| Current Price |
$126.61 |
$462.60 |
| Fair Value Estimate |
$373.02 |
$509.20 |
| Upside to Fair Value |
+194.6%
|
+10.1%
|
| Market Cap |
$44.8B |
$171.9B |
| Forward P/E |
412.3x
|
25.1x
|
| EV / EBITDA |
202.3x
|
19.0x
|
| Price / Sales |
13.1x
|
3.8x
|
| Price / FCF |
44.8x
|
25.5x
|
| Revenue Growth YoY |
+29.2%
|
+6.2%
|
| Gross Margin |
79.9%
|
39.4%
|
| Operating Margin |
-1.3%
|
17.8%
|
| Return on Equity |
3.2%
|
13.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.23%
|
3.92%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Datadog, Inc. operates a leading cloud-based observability and security platform that drives high customer retention and multi-product adoption, supporting strong revenue growth of 28% year-over-year in fiscal 2025 to $3.43 billion. The company benefits from a usage-based subscription model with 85% of customers using two or more products, creating switching costs and a growing moat. Despite this…
Thermo Fisher Scientific Inc. operates in the healthcare sector, specializing in medical diagnostics and research tools across four main segments: Laboratory Products and Biopharma Services, Life Sciences Solutions, Analytical Instruments, and Specialty Diagnostics. The company demonstrates medium business quality with steady revenue growth of 6.2% and earnings growth of 9.6% in the most recent q…
Accumulation Zones
| Metric |
DDOG |
TMO |
| Zone Low |
$279.76 |
$381.90 |
| Zone High |
$317.07 |
$432.82 |
| In Buy Zone? |
Yes
|
No
|