Datadog Inc (DDOG)vsGoPro Inc (GPRO)
DDOG
Datadog Inc
$221.21
-0.23%
TECHNOLOGY · Cap: $76.46B
GPRO
GoPro Inc
$1.38
-1.43%
TECHNOLOGY · Cap: $226.94M
Smart Verdict
WallStSmart Research — data-driven comparison
Datadog Inc generates 598% more annual revenue ($3.97B vs $568.59M). DDOG leads profitability with a 4.5% profit margin vs -28.5%. GPRO appears more attractively valued with a PEG of 0.73. DDOG earns a higher WallStSmart Score of 51/100 (C-).
DDOG
Buy51
out of 100
Grade: C-
GPRO
Hold37
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+1.0%
Fair Value
$212.39
Current Price
$221.21
$8.82 discount
Intrinsic value data unavailable for GPRO.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 35.6% year-over-year
Earnings expanding 1498.0% YoY
Large-cap with strong market position
Conservative balance sheet, low leverage
Conservative balance sheet, low leverage
Growing faster than its price suggests
Areas to Watch
Trading at 18.2x book value
ROE of 4.1% — below average capital efficiency
4.5% margin — thin
Operating margin of 0.7%
Smaller company, higher risk/reward
Weak financial health signals
ROE of -236.1% — below average capital efficiency
Revenue declined 31.3%
Comparative Analysis Report
WallStSmart ResearchBull Case : DDOG
The strongest argument for DDOG centers on Revenue Growth, EPS Growth, Market Cap. Revenue growth of 35.6% demonstrates continued momentum. PEG of 1.09 suggests the stock is reasonably priced for its growth.
Bull Case : GPRO
The strongest argument for GPRO centers on Debt/Equity, 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 434.6x leaves little room for execution misses. Thin 4.5% margins leave little buffer for downturns.
Bear Case : GPRO
The primary concerns for GPRO are Market Cap, Piotroski F-Score, Return on Equity.
Key Dynamics to Monitor
DDOG profiles as a hypergrowth stock while GPRO is a turnaround play — different risk/reward profiles.
GPRO carries more volatility with a beta of 2.44 — expect wider price swings.
DDOG is growing revenue faster at 35.6% — sustainability is the question.
DDOG generates stronger free cash flow (279M), providing more financial flexibility.
Bottom Line
DDOG scores higher overall (51/100 vs 37/100) and 35.6% revenue growth. Both earn "Buy" 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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