DDOG vs TTD: Which Is the Better Buy?
Side-by-side comparison of Datadog, Inc. and The Trade Desk, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-16.
Datadog, Inc. · Technology
$104.77
+55.6% upside to fair value
Grade B
High Quality
VS
The Trade Desk, Inc. · Technology
$22.76
+488.8% upside to fair value
High Conviction
Grade A-
QuantHub Verdict
TTD has more upside to fair value
(+488.8%).
TTD trades at a lower forward P/E
(24.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DDOG |
TTD |
| Current Price |
$104.77 |
$22.76 |
| Fair Value Estimate |
$163.01 |
$134.00 |
| Upside to Fair Value |
+55.6%
|
+488.8%
|
| Market Cap |
$37.1B |
$10.8B |
| Forward P/E |
341.2x
|
24.6x
|
| EV / EBITDA |
168.3x
|
—
|
| Price / Sales |
10.8x
|
3.7x
|
| Price / FCF |
37.0x
|
13.8x
|
| Revenue Growth YoY |
+7.6%
|
+14.5%
|
| Gross Margin |
79.9%
|
78.6%
|
| Operating Margin |
-1.3%
|
20.3%
|
| Return on Equity |
3.2%
|
16.9%
|
| Dividend Yield |
0% |
— |
| FCF Yield |
2.7%
|
7.3%
|
| Analyst Consensus |
Strong Buy
|
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…
The Trade Desk is the largest independent demand-side platform for programmatic advertising with 78.6% gross margins. After recent sell-off, stock trades at 3.2x forward P/S vs historical higher multiples, offering upside if growth stabilizes at 15%+. A-tier business at cheap valuation.[1]
Accumulation Zones
| Metric |
DDOG |
TTD |
| Zone Low |
$122.26 |
$100.00 |
| Zone High |
$138.56 |
$114.00 |
| In Buy Zone? |
Yes
|
Yes
|