DDOG · Datadog, Inc.
$120.362026-05-17Sector: Technology; Industry: Software - Application; Sub-Industry: Application Software
Intrinsic Value Range Comparison · Mulya.ai
Leases factoredBase · active
$64
-47.0% vs market
Mulya.ai vs Analyst IV Comparison?
Mulya.ai IV range ($38 · $83) Analysts Range ($105 · $215) Fundamentals · historical + forward · baseitalics = DCF projection
| Period | Revenue | Rev Gr ? | Ops M% ? | Tax Rate ? | NOPAT ? | Reinvest ? | FCFF ? | WACC% ? | PV FCFF ? | ROIC ? | Inv. Cap ? | EPS ? | P/E |
|---|
| 2021.Q4 | $1.0B | — | -1.9% | 0.0% | −$22MM | −$247MM | −$269MM | 9.2% | — | -6.9% | $313MM | $-0.06 | — |
| 2022.Q4 | $1.7B | 62.8% | -3.5% | 0.0% | −$77MM | −$287MM | −$364MM | 9.8% | — | -18.9% | $504MM | $-0.14 | — |
| 2023.Q4 | $2.1B | 27.1% | -1.6% | 19.4% | −$27MM | −$101MM | −$128MM | 9.5% | — | -6.5% | $331MM | $0.13 | — |
| 2024.Q4 | $2.7B | 26.1% | 1.0% | 9.9% | $25MM | $227MM | $252MM | 10.1% | — | 9.8% | $171MM | $0.50 | — |
| 2025.Q4 | $3.4B | 27.7% | -0.7% | 15.2% | −$19MM | −$205MM | −$224MM | 10.2% | — | -4.4% | $701MM | $0.29 | — |
| italics below = DCF projection · 10yr Rev CAGR: 12.1% |
| 2026.Q4 | $4.1B | +20.1% | -1.3% | 15.7% | −$46MM | −$144MM | −$190MM | 10.0% | −$173MM | -5.9% | $845MM | $-0.12 | — |
| 2027.Q4 | $4.9B | +19.4% | 2.3% | 16.1% | $96MM | −$172MM | −$76MM | 9.9% | −$63MM | 10.3% | $1.0B | $0.27 | 445.8 |
| 2028.Q4 | $5.9B | +19.6% | 6.0% | 16.6% | $292MM | −$213MM | $79MM | 9.7% | $59MM | 26.0% | $1.2B | $0.82 | 146.8 |
| 2029.Q4 | $6.4B | +9.3% | 9.6% | 17.1% | $511MM | −$124MM | $387MM | 9.6% | $266MM | 39.5% | $1.4B | $1.44 | 83.6 |
| 2030.Q4 | $7.3B | +13.9% | 13.3% | 17.6% | $798MM | −$210MM | $588MM | 9.4% | $370MM | 54.7% | $1.6B | $2.24 | 53.7 |
|
| Term. Yr+ | $11.2B | 4.1% | 27.8% | 20.0% | $2.5B | −$188MM | $2.3B | 8.6% | $20.9B | 54.4% | — | — | — |
Active scenario IV: $64 (-47.0% vs market)