Análisis Argos
DDOG
DDOGCara
Datadog, Inc. · Technology
US$ 260.36
precio al 2026-07-04
Valor justo Argos*
Sin estimar
vs. su valor justo
Sin estimar
Score Argos
35/100
LA RESPUESTA
El mercado le pide crezca 60% al año — más de lo que ha demostrado (2.4%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
Sin recompensas destacadas.
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
!Balance frágil: la deuda pesa sobre el negocio.
VALOR1/6FUTURO6/6PASADO2/6SALUD2/6DIVIDENDO1/6
El Iris de calidad
VALOR1/6FUTURO6/6PASADO2/6SALUD2/6DIVIDENDO1/6
ValorCotiza por encima de su valor justo
FuturoIngresos creciendo con fuerza
PasadoHistorial aceptable
SaludBalance razonable
DividendoEl dividendo aún duerme
Score Argos35de 100Cara
Ingresos28%
US$ 3.4 B
Margen operativo165%
-1.3%
Flujo de caja libre19%
US$ 1 B
Deuda neta
US$ 1.1 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 92.7B
P/E860.2x
EV/EBITDA8241.4x
FCF yield1.1%
ROIC-0.8%
Margen operativo-1.3%
Crecim. ingresos+27.7%/año
Piotroski F5/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

globenewswire.com · 30 jun
Datadog Acquires Adaptive ML to Accelerate Its Investment in AI Research and Development
Adaptive ML will join Datadog's AI lab to build frontier AI infrastructure to address cutting-edge research challenges within observability and security Adaptive ML will join Datadog's AI lab to build frontier AI infrastructure to address cutting-edge research challenges within observability and security
zacks.com · 30 jun
Datadog, Inc. (DDOG) is Attracting Investor Attention: Here is What You Should Know
Datadog (DDOG) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
247wallst.com · 30 jun
2 Software Stocks That Are Probably Safe From AI's Disruption
You'd have to be pretty brave to go bargain-hunting in the hard-hit software scene, especially as the year started with a so-called SaaS-pocalypse sparked by AI disruption fears.
venturebeat.com · 29 jun
The attack that hijacked Claude Code came through Sentry. Datadog, PagerDuty, and Jira have the same exposure.
A single fake error report hijacked Claude Code in controlled testing — the agent ran the attacker's code with the developer's full privileges, and not one alert fired. EDR, WAF, IAM, and the firewall all missed it completely.
fool.com · 25 jun
Adobe vs. Datadog: Which Technology Stock Is a Better Buy in 2026?
Adobe maintains a massive cash flow profile and dominant position in the creative and document software markets. Datadog continues to deliver high revenue growth as businesses expand their complex cloud computing infrastructures.
zacks.com · 24 jun
Datadog (DDOG) Is Considered a Good Investment by Brokers: Is That True?
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
zacks.com · 22 jun
Datadog vs. Cisco: Which Observability Stock is the Better Buy?
DDOG and CSCO are capitalizing on rising observability demand through product expansion, AI innovation and growing customer adoption.
zacks.com · 19 jun
Can Observability Consolidation Create a Larger Opportunity for DDOG?
Datadog's observability consolidation strategy is deepening customer adoption and expanding its role across cloud, security, data and AI workloads.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.