Datadog (DDOG) vs Cloudflare (NET)
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 Cloudflare (NET) over the past year, gaining 75.6% versus a gain of 57.8%. Over five years, NET leads with a +104.5% price change compared with +75.6% for DDOG. Cloudflare is the larger company by market cap ($122.12 billion vs $97.43 billion), about 1.3 times the size.
On valuation, Datadog trades at a lower forward P/E (91.2x vs 204.6x for Cloudflare). Datadog converts more of its revenue into profit, with a net margin of 3.1% versus -4.7%.
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 | NET |
|---|---|---|
| Share price | $271.34 | $342.97 |
| Market cap | $97.43B | $122.12B |
| 1-day change | -2.48% | -3.39% |
| YTD return | +99.53% | +73.96% |
| 1-year return | +75.60% | +57.77% |
| 5-year return | +75.65% | +104.53% |
| P/E ratio (TTM) | 542.68 | — |
| Forward P/E | 91.22 | 204.62 |
| EPS (TTM) | $0.50 | $-0.58 |
| Dividend yield | 0.00% | 0.00% |
| Annual dividend | $0.00 | $0.00 |
| Revenue (latest FY) | $3.43B | $2.17B |
| Revenue growth (YoY) | +27.68% | +29.85% |
| Net income (latest FY) | $107.74M | $-102.27M |
| Gross margin | 79.96% | 74.51% |
| Operating margin | -1.29% | -9.56% |
| Net margin | 3.14% | -4.72% |
| 52-week high | $292.72 | $370.35 |
| 52-week low | $98.01 | $158.83 |
| Distance from 52-week high | -7.30% | -7.39% |
| Analyst consensus | strong_buy | buy |
| Avg. price target upside | +5.80% | -0.95% |
| Average volume | 4.13M | 3.35M |
| Shares outstanding | 334.90M | 322.62M |
| Employees | 8,100 | 5,156 |
| 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 NET by 17.8 percentage points over the past year.
- Datadog is more profitable, keeping 3.1 cents of every revenue dollar as net income versus -4.7 cents for Cloudflare.
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 Cloudflare
NET stock →Cloudflare, Inc. operates as a cloud services provider that delivers a range of services to businesses worldwide.
Technology · Computer Software: Prepackaged Software · 5,156 employees
DDOG vs NET FAQ
Which is bigger, Datadog or Cloudflare?
Cloudflare (NET) is larger, with a market capitalization of $122.12B compared with $97.43B for Datadog (DDOG).
Which stock has performed better over the past year, DDOG or NET?
DDOG returned +75.60% over the past 12 months, compared with +57.77% for NET (price return, excluding dividends). Past performance does not predict future results.
Are Datadog and Cloudflare in the same industry?
Yes. Both are classified in the Computer Software: Prepackaged Software industry within the Technology sector.