Datadog Inc (DDOG)vsGoPro Inc (GPRO)
DDOG
Datadog Inc
$133.98
+1.85%
TECHNOLOGY · Cap: $46.55B
GPRO
GoPro Inc
$1.65
+10.74%
TECHNOLOGY · Cap: $225.76M
Smart Verdict
WallStSmart Research — data-driven comparison
Datadog Inc generates 426% more annual revenue ($3.43B vs $651.54M). DDOG leads profitability with a 3.1% profit margin vs -14.3%. GPRO appears more attractively valued with a PEG of 0.73. DDOG earns a higher WallStSmart Score of 41/100 (D).
DDOG
Hold41
out of 100
Grade: D
GPRO
Hold39
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+38.1%
Fair Value
$205.69
Current Price
$133.98
$71.71 discount
Intrinsic value data unavailable for GPRO.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Revenue surging 29.2% year-over-year
Growing faster than its price suggests
Areas to Watch
Trading at 12.7x book value
ROE of 3.3% — below average capital efficiency
3.1% margin — thin
Operating margin of 1.0%
0.4% revenue growth
Smaller company, higher risk/reward
ROE of -81.9% — below average capital efficiency
Earnings declined 93.7%
Comparative Analysis Report
WallStSmart ResearchBull Case : DDOG
The strongest argument for DDOG centers on PEG Ratio, Revenue Growth. Revenue growth of 29.2% demonstrates continued momentum. PEG of 1.00 suggests the stock is reasonably priced for its growth.
Bull Case : GPRO
The strongest argument for GPRO centers on PEG Ratio. PEG of 0.73 suggests the stock is reasonably priced for its growth.
Bear Case : DDOG
The primary concerns for DDOG are Price/Book, Return on Equity, Profit Margin. A P/E of 424.4x leaves little room for execution misses. Thin 3.1% margins leave little buffer for downturns.
Bear Case : GPRO
The primary concerns for GPRO are Revenue Growth, Market Cap, Return on Equity.
Key Dynamics to Monitor
DDOG profiles as a growth stock while GPRO is a turnaround play — different risk/reward profiles.
GPRO carries more volatility with a beta of 1.66 — expect wider price swings.
DDOG is growing revenue faster at 29.2% — sustainability is the question.
DDOG generates stronger free cash flow (318M), providing more financial flexibility.
Bottom Line
DDOG scores higher overall (41/100 vs 39/100) and 29.2% revenue growth. Both earn "Hold" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Datadog Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Datadog, Inc. provides an analytics and monitoring platform for developers, information technology operations teams, and business users in the cloud in North America and internationally. The company is headquartered in New York, New York.
Visit Website →GoPro Inc
TECHNOLOGY · CONSUMER ELECTRONICS · USA
GoPro, Inc. develops and sells mountable and portable cameras, drones, and accessories in the United States and internationally. The company is headquartered in San Mateo, California.
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