DDOG · Datadog, Inc.

$239.772026-07-21

Sector: Technology; Industry: Software - Application; Sub-Industry: Application Software

Intrinsic Value Range Comparison · Mulya.ai

Leases factored

Bull

$94

-60.9% vs market

Base · active

$78

-67.4% vs market

Bear

$42

-82.6% vs market

Mulya.ai vs Analyst IV Comparison?

Bear $42

Base $78

Bull $94

Median $225

Market $240

Market Price $240

Mulya.ai Base $78

Analysts Median $225

Mulya.ai IV range ($42 · $94)

Analysts Range ($139 · $305)

Fundamentals · historical + forward · base

italics = DCF projection

Period	Revenue	Rev Gr ?	Ops M% ?	Tax Rate ?	NOPAT ?	Reinvest ?	FCFF ?	WACC% ?	PV FCFF ?	ROIC ?	Inv. Cap ?	EPS ?	P/E
2024.Q1	$2.1B	—	0.1%	9.1%	$1MM	−$248MM	−$247MM	10.8%	—	0.3%	$449MM	$0.13	—
2024.Q4	$2.1B	0.0%	0.1%	9.9%	$1MM	−$235MM	−$234MM	10.1%	—	0.3%	$432MM	$0.13	—
2025.Q1	$2.7B	26.1%	2.0%	12.6%	$47MM	$473MM	$520MM	11.4%	—	17.3%	$116MM	$0.50	—
2025.Q4	$2.7B	0.0%	2.0%	15.2%	$46MM	$384MM	$430MM	10.2%	—	40.4%	$112MM	$0.50	—
2026.Q1	$3.7B	36.8%	0.0%	12.0%	$1MM	−$230MM	−$229MM	11.3%	—	0.4%	$448MM	$0.37	73464.4
italics below = DCF projection · 10yr Rev CAGR: 13.2%
2027.Q1	$4.6B	+25.6%	0.0%	12.8%	$2MM	−$121MM	−$119MM	10.9%	−$108MM	0.3%	$569MM	$-0.07	—
2028.Q1	$5.6B	+21.4%	4.1%	13.6%	$198MM	−$133MM	$65MM	10.7%	$53MM	31.2%	$702MM	$0.39	614.8
2029.Q1	$6.7B	+19.3%	8.2%	14.4%	$467MM	−$154MM	$312MM	10.5%	$230MM	59.9%	$856MM	$1.04	230.5
2030.Q1	$7.6B	+13.5%	12.2%	15.2%	$785MM	−$136MM	$650MM	10.2%	$435MM	85.0%	$992MM	$1.81	132.5
2031.Q1	$8.6B	+13.8%	16.3%	16.0%	$1.2B	−$168MM	$1.0B	10.0%	$615MM	109.7%	$1.2B	$2.76	86.9

Term. Yr+	$13.2B	4.1%	28.5%	20.0%	$3.0B	−$152MM	$2.8B	8.6%	$24.7B	80.6%	—	—	—

Active scenario IV: $78 (-67.4% vs market)