DDOG vs UPS: Which Is the Better Buy?
Side-by-side comparison of Datadog, Inc. and United Parcel Service, 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
United Parcel Service, Inc. · Industrials
$99.02
+21.1% upside to fair value
Med Conviction
Grade B
QuantHub Verdict
DDOG has more upside to fair value
(+28.7%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DDOG |
UPS |
| Current Price |
$256.92 |
$99.02 |
| Fair Value Estimate |
$330.72 |
$119.92 |
| Upside to Fair Value |
+28.7%
|
+21.1%
|
| Market Cap |
$91.5B |
$84.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
350.6x
|
10.2x
|
| Price / Sales |
23.1x
|
0.9x
|
| Price / FCF |
78.9x
|
15.3x
|
| Revenue Growth YoY |
+35.6%
|
+7.6%
|
| Gross Margin |
79.5%
|
16.6%
|
| Operating Margin |
0.4%
|
7.3%
|
| Return on Equity |
4.6%
|
29.1%
|
| Dividend Yield |
0% |
6.62% |
| FCF Yield |
1.27%
|
6.52%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
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…
United Parcel Service is the world's largest integrated package delivery and logistics network, operating U.S. Domestic Package and International Package segments with roughly 460,000 employees and a 119-year operating history. The business quality is medium: the global air-and-ground network, brand, and scale are genuine assets, but the company is exposed to commoditized freight, Amazon volume c…
Accumulation Zones
| Metric |
DDOG |
UPS |
| Zone Low |
$248.04 |
$89.94 |
| Zone High |
$281.11 |
$101.93 |
| In Buy Zone? |
Yes
|
Yes
|