Compare price, profitability, solvency, and SEC-reported financials side by side—before deciding which assumptions deserve a closer look.
Decision snapshot: TTD stock price vs DDOG: inconclusive Relative valuation is incomplete for this pair. Review the available filing metrics before drawing a conclusion.
Quick read
Each company valued on the other's multiple, then compared with the market price.
Implied fair value · at DDOG's multiple
Needs DDOG P/E.
Implied fair value · at TTD's multiple
Needs TTD P/E.
Live quote
Price unavailable
Metric by metric
Where each company leads, and how wide the gap is.
Growth lag
Pricing power
Operating leverage
Lower is better
Not comparable
Lower leverage
Statements
Core statements aligned to each company's latest fiscal year.
SEC periods: TTD FY 2025 (ended Dec 31, 2025) · DDOG FY 2025 (ended Dec 31, 2025).
Trendline
Five fiscal years of revenue, earnings, and margins before underwriting a re-rating.
Price framework
Market cap plus debt, less cash.
Price framework
Discounted free cash flow, then bridged to a per-share price. Same assumptions applied to both companies.
The Trade Desk, Inc. · implied price per share
Bear
$5.10
Base
$6.00
Bull
$6.90
Datadog, Inc. · implied price per share
Bear
-$12.95
Base
-$15.23
Bull
-$17.52
Balance sheet health
Financial health checks to separate durable balance sheets from potential value traps.
Financial strength on a 0–9 scale.
Bankruptcy-risk signal from balance sheet and earnings power.
Not enough data to score either balance sheet.
Debt / equity
Total debt against shareholders' equity
1.43x
0.35x
Net debt / EBITDA
Leverage against operating earnings
3.33x
6.21x
Cash and equivalents
Liquid reserves on the balance sheet
$1.30B
$401.31M
Total debt
Interest-bearing obligations outstanding
Comparable set
Where the pair sits against the wider comparable set.
Keep comparing
Open adjacent comparisons from the same industry to pressure-test the read across multiple pairs.
$3.56B
$1.30B
Live quote
LLM-powered synthesis
An on-demand narrative read of the same deterministic data.
Based on an earlier data snapshot. Review the filing dates below or refresh after signing in.
If you believe TTD can sustain its 20.3% operating margin while maintaining mid-teens to high-teens growth, then TTD looks like the better relative value because it is far cheaper than DDOG on P/E, P/S, EV/Revenue, and EV/EBITDA despite stronger profitability.
TTD trades at 20.0x P/E and 3.0x P/S versus DDOG at 864.4x P/E and 6.1x P/S, indicating a very large valuation discount on both earnings and sales bases. The provided implied price for TTD is far above the current price, but the richer DDOG multiples are driven by DDOG’s much weaker earnings profile rather than superior profitability.
Supporting Metrics
