Confluent, Inc. vs Datadog, Inc.
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsData & Analytics
Data as of Q4 2025
Summary Verdict
CFLT: 0—DDOG: 5wins
Rule of 40
26.3CFLT
66.8DDOG
check_circleDDOG leads
Revenue Growth
21.1%CFLT
43.1%DDOG
check_circleDDOG leads
Gross Margin
74%CFLT
79%DDOG
check_circleDDOG leads
FCF Margin
5.2%CFLT
23.7%DDOG
check_circleDDOG leads
Operating Margin
-32.6%CFLT
-0.7%DDOG
check_circleDDOG leads
NRR
—CFLT
—DDOG
Metric
Rule of 40Efficiency score
CFLT
26.3
DDOG
66.8check_circle
Revenue GrowthYoY
CFLT
21.1%
DDOG
43.1%check_circle
Gross Margin% of revenue
CFLT
74%
DDOG
79%check_circle
FCF MarginFree cash flow
CFLT
5.2%
DDOG
23.7%check_circle
Operating MarginGAAP
CFLT
-32.6%
DDOG
-0.7%check_circle
NRRNet retention
CFLT
N/A
DDOG
N/A
EV / RevenueValuation multiple
CFLT
10.1xcheck_circle
DDOG
19.4x
Market CapUSD
CFLT
$11.1B
DDOG
$75.8Bcheck_circle
ARR GrowthYoY
CFLT
N/A
DDOG
N/A
CAC PaybackMonths to recover
CFLT
N/A
DDOG
N/A
insights
Analysis
As of Q4 2025, Confluent, Inc. trades at 10.1x EV/Revenue versus Datadog, Inc. at 19.4x. On the Rule of 40, Confluent, Inc. scores 26.3 compared to Datadog, Inc.'s 66.8, placing Datadog, Inc. ahead in operating efficiency. Gross margins stand at Confluent, Inc. 74% vs Datadog, Inc. 79%.
Sector Context
Confluent, Inc. operates in the Data & Analytics sector and Datadog, Inc. operates in the DevTools & Observability sector. The median comparison above shows where they stand relative to their respective peers.