What is Datadog, Inc. worth?
With the base-case assumptions below, a discounted cash flow model on Datadog, Inc.'s reported free cash flow gives $93.37 per share. The share price was $178.40 on November 10, 2026, 91% above that value.
Inputs from the filings
Three sets of assumptions
| Case | Growth yrs 1-5 | Discount rate | Value per share | Value vs price |
|---|---|---|---|---|
| Bear | 10.0% | 10.0% | $57.69 | -68% |
| Base | 15.0% | 9.0% | $93.37 | -48% |
| Bull | 20.0% | 8.0% | $159.83 | -10% |
Sensitivity: base case value per share
| 1.5% | 2.0% | 2.5% | 3.0% | 3.5% | |
|---|---|---|---|---|---|
| 7.0% | $120.39 | $128.82 | $139.12 | $151.99 | $168.54 |
| 8.0% | $100.10 | $105.56 | $112.02 | $119.77 | $129.24 |
| 9.0% | $85.33 | $89.06 | $93.37 | $98.40 | $104.35 |
| 10.0% | $74.13 | $76.79 | $79.80 | $83.24 | $87.21 |
| 11.0% | $65.37 | $67.32 | $69.49 | $71.94 | $74.72 |
Where the presets come from
Base: years 1 to 5 grow at Datadog, Inc.'s revenue growth rate over the last 5 fiscal years (41.5% a year), held between -5% and 15%. Years 6 to 10 grow halfway between that and the long-run rate of 2.5%. Future cash is discounted at 9% a year.
Bear: 5 points less growth, 2% long-run growth, 10% discount rate. Bull: 5 points more growth (at most 25%), 3% long-run growth, 8% discount rate.
Value per share = (present value of 10 years of free cash flow + present value of everything after + cash - debt) / diluted shares.
This is a model run on assumptions, not a recommendation or a price target. Small changes in the discount rate or growth move the result a lot, as the table above shows. Change them yourself in the calculator.
Adjust the assumptions
Move the sliders for growth, long-run growth and discount rate, or switch to average free cash flow, and see the value per share change.
Adjust the assumptions