Datadog (DDOG) vs Strategy (MSTR)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 7, 2026.
Summary
Datadog (DDOG) has outperformed Strategy (MSTR) over the past year, gaining 76.6% versus a loss of 53.3%. Over five years, MSTR leads with a +104.5% price change compared with +75.6% for DDOG. Datadog is the larger company by market cap ($97.43 billion vs $61.16 billion), about 1.6 times the size.
On valuation, Strategy trades at a lower forward P/E (3.1x vs 91.2x for Datadog). Datadog converts more of its revenue into profit, with a net margin of 3.1% versus -806.3%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | DDOG | MSTR |
|---|---|---|
| Share price | $271.34 | $153.37 |
| Market cap | $97.43B | $61.16B |
| 1-day change | -2.48% | -6.79% |
| YTD return | +100.63% | +0.93% |
| 1-year return | +76.57% | -53.30% |
| 5-year return | +75.65% | +104.53% |
| P/E ratio (TTM) | 542.68 | — |
| Forward P/E | 91.22 | 3.10 |
| EPS (TTM) | $0.50 | $-99.08 |
| Dividend yield | 0.00% | 0.00% |
| Annual dividend | $0.00 | $0.00 |
| Revenue (latest FY) | $3.43B | $477.23M |
| Revenue growth (YoY) | +27.68% | +2.97% |
| Net income (latest FY) | $107.74M | $-3.85B |
| Gross margin | 79.96% | 68.69% |
| Operating margin | -1.29% | -1140.82% |
| Net margin | 3.14% | -806.35% |
| 52-week high | $292.72 | $336.36 |
| 52-week low | $98.01 | $81.81 |
| Distance from 52-week high | -7.30% | -54.40% |
| Analyst consensus | strong_buy | strong_buy |
| Avg. price target upside | +5.80% | +54.40% |
| Average volume | 4.13M | 21.54M |
| Shares outstanding | 334.90M | 379.11M |
| Employees | 8,100 | 1,539 |
| Sector | Technology | Technology |
| Industry | Computer Software: Prepackaged Software | Computer Software: Prepackaged Software |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- DDOG has outperformed MSTR by 129.9 percentage points over the past year.
- Datadog is more profitable, keeping 3.1 cents of every revenue dollar as net income versus -806.3 cents for Strategy.
- Datadog grew revenue faster in its latest fiscal year (+27.68% vs +2.97%).
About Datadog
DDOG stock →Datadog, Inc. operates an observability and security platform for cloud applications in the United States and internationally.
Technology · Computer Software: Prepackaged Software · 8,100 employees
About Strategy
MSTR stock →Strategy Inc, together with its subsidiaries, operates as a bitcoin treasury company in the United States, Europe, the Middle East, Africa, and internationally. It offers investors varying degrees of economic exposure to Bitcoin by offering a range of securities, including equity and fixed income instruments.
Technology · Computer Software: Prepackaged Software · 1,539 employees
DDOG vs MSTR FAQ
Which is bigger, Datadog or Strategy?
Datadog (DDOG) is larger, with a market capitalization of $97.43B compared with $61.16B for Strategy (MSTR).
Which stock has performed better over the past year, DDOG or MSTR?
DDOG returned +76.57% over the past 12 months, compared with -53.30% for MSTR (price return, excluding dividends). Past performance does not predict future results.
Are Datadog and Strategy in the same industry?
Yes. Both are classified in the Computer Software: Prepackaged Software industry within the Technology sector.