DDOG vs VRTV: Which Is the Better Buy?
Side-by-side comparison of Datadog, Inc. and Veritiv Corporation — 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
Veritiv Corporation · Industrials
$169.99
-45.0% upside to fair value
Med Conviction
Grade D
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 |
VRTV |
| Current Price |
$256.92 |
$169.99 |
| Fair Value Estimate |
$330.72 |
$93.49 |
| Upside to Fair Value |
+28.7%
|
-45.0%
|
| Market Cap |
$91.5B |
$2.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
350.6x
|
5.4x
|
| Price / Sales |
23.1x
|
0.4x
|
| Price / FCF |
78.9x
|
10.4x
|
| Revenue Growth YoY |
+35.6%
|
-19.0%
|
| Gross Margin |
79.5%
|
22.7%
|
| Operating Margin |
0.4%
|
5.9%
|
| Return on Equity |
4.6%
|
48.6%
|
| Dividend Yield |
0% |
1.48% |
| FCF Yield |
1.27%
|
9.57%
|
| 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…
Veritiv Corporation is a business-to-business distributor of specialty packaging, facility solutions, print, and publishing products, operating through four segments with a network of distribution centers and roughly 5,000 employees. The business quality is mixed: it generates a strong 48.6% ROE and trades at a low 7.13 trailing P/E and 5.44 EV/EBITDA, but revenue declined 19.0% year over year in…
Accumulation Zones
| Metric |
DDOG |
VRTV |
| Zone Low |
$248.04 |
$70.12 |
| Zone High |
$281.11 |
$79.47 |
| In Buy Zone? |
Yes
|
No
|